Gene McWilliams

About Gene McWilliams

Senior Financial Executive - Strategic big picture visionary CFO / CPA with meticulous attention to detailLeader / culture and team builder with oversight of Finance, Strategic Financial Planning & Analysis (FP & A), Forecasting, Investment Management, Information technology (IT), Managed Vendor Services, and Human Resources (HR)Higher Education / Staffing / Information Technology / Private Equity & Venture Capital / Managed Services / Exits / Liquidity Events / Merger & Acquisitions:• Significant organizational management and leadership experience• Transaction Experience - M&A negotiations / Sales and Exits• Stakeholder and board presentations and relations • Strategic planning, performance metrics, budgeting and forecasting• Financial reporting, treasury, cash management and risk management• Information systems / technology selection, acquisition and implementation• Business development and customer relations and retention• Audit and tax compliance, creative tax planning and transaction analysis• Extremely organized possessing a keen sense of business acumen, vision and insightSPECIALIST SKILLS:Leadership | finance | accounting | strategic planning | budgeting | forecasting | financial modeling | financial reporting | treasurer | treasury | cash management | insurance | risk management | stakeholder and investor relations | raising capital | portfolio management | investments | mergers & acquisitions | M&A | tender offer | recapitalization | divestitures | due diligence | transaction analysis | tax planning | negotiations | financial operations | internal controls | IT | information systems selection, procurement and implementation | business development | customer relations and retention | audit | tax compliance | human resource management | recruiting | information technology | project management | execution | creativity | vision | team building | strategy | competitor analysis | social media marketing | problem solver | entrepreneur | internet | website design | website analytics | SEO | email marketing | online direct marketing | eCommerce

Experience

1. Finance Committee

   Project Home

   Jun 2018 — Present · Philadelphia, PA, US

   The mission of the Project HOME community is to empower adults, children, and families to break the cycle of homelessness and poverty, to alleviate the underlying causes of poverty, and to enable all of us to attain our fullest potential as individuals and as members of the broader society. We strive to create a safe and respectful environment where we support each other in our struggles for self-esteem, recovery, and the confidence to move toward self-actualization.

Education

• Saint Joseph's University

  BS Accounting, Accounting

Skills

• Strategy
• Business Strategy
• Divestitures
• Cash Flow Forecasting
• Banking
• Investments
• Risk Management
• Leadership
• Turn Around Management
• Venture Capital
• Business Valuation
• Treasury
• Crm
• Mergers & Acquisitions
• Investor Relations
• Entrepreneurship
• Budgets
• Finance
• Valuation
• Cpa
• Cash Management
• Business Development
• Sarbanes-Oxley Act
• Corporate Finance
• Financial Analysis
• Human Resources
• Private Equity
• Internal Controls
• Accounting
• Acquisition Integration
• Due Diligence
• Portfolio Management
• Mergers
• Competitive Analysis
• Sec Filings
• Start-Ups
• Small Business
• Management
• Restructuring
• Forecasting