Jeff Helf
Senior Financial Leader | Strategic Planning & Forecasting | M&A, IPO | Financial Modeling, Budgeting, Capital Planning | Stakeholder Communication | Process Design & Improvement | Internal Controls
- Role
- Chief Financial Officer at Cummings & Lockwood Llc
- Location
- Stamford, CT, US
- LinkedIn followers
- 500 followers
About Jeff Helf
Results-Focused Financial Executive with 10 years of experience partnering with senior leadership in a growth-oriented financial institution to mitigate risk, develop & implement strategic plans and achieve sound growth. Record of success combining my holistic view of an organization and its needs with expertise in data-driven analysis and an ability to communicate and collaborate effectively with internal & external stakeholders to achieve results.Key Competencies: • Strategic Planning & Forecasting• M&A (buy/sell-side), Post-Acquisition Integration• Initial Public Offering, Investor Relations• Financial Modeling & Budgeting, Capital Planning• Gathering & Synthesizing Data• Communicating Complex Financial Information• Staff Development & Mentoring• Process Design, Assessment & Improvement• Internal/External Stakeholder Communication• Collaborative, Cross-functional Team Player• Reporting Design, Presentation & Enhancement• Interest Rate Risk Management• Cross-Functional Team Leadership• Compliance & Internal Controls
Experience
Chief Financial Officer
Apr 2024 — Present · Stamford, CT, US
Responsible for leading the firm’s strategic and operational finance and accounting functions, including accounting and reporting, tax and compliance, financial planning and analysis, treasury, billing and collections, risk management, financial systems and budgeting.
Education
Marist University
B.S., Accounting / Finance
2004 — 2008
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