Jeff Wellens

About Jeff Wellens

Jeff is a results-driven finance and operations leader with a proven ability to integrate financial strategy, operational efficiency and client service expertise to drive profitable growth. Through the consulting firm he founded nearly two decades ago, Jeff has extensive experience navigating organizations of all sizes and stages of maturity.As Executive Vice President of Finance & Operations for Brandience, Jeff is responsible for safeguarding the financial health and enhancing the operational efficiency of the agency. He leads all aspects of budgeting, forecasting, risk management and financial planning, ensuring that daily operations align with long-term growth objectives. Jeff works in partnership with Brandience’s senior leadership team to execute strategic initiatives that boost profitability and support sustainable growth.Jeff\'s expertise spans multiple industries, including healthcare, marketing services, document management, technology and financial services. His strategic insights and deep financial acumen make him a trusted advisor to cross-functional teams, business owners and clients. Known for his collaborative leadership style, Jeff effectively bridges finance, operations, and client service to create value and drive organizational success.As a servant leader, Jeff is committed to supporting our local community through his board service to a variety of organizations including Crayons to Computers & Adopt A Class, among others, for the last twenty years. Specific areas of experience and expertise include:• P&L Ownership, Management, Preparation & Analysis • Talent Acquisition & Development | Creating Empowering Cultures• Development of Growth Strategies & Implementation• Mergers & Acquisitions (M&A)- Valuation | Pro-forma Modeling | Integration• Change / Project Management • Collaboration – Ops / Sales & Mktg / IT / Legal / Tax / Audit • Salesforce.com [Sys Admin/Power User]• Advanced Analytics & Modeling • Lender Relations, Management & Compliance• Board Governance | Membership (Private Equity / Non-Profit)• Supply Chain Development | Management • Industry Experience: Healthcare, Mktg Srvcs, Doc Mgmt, Tech, Fin’l Srvcs

Experience

1. Managing Principal

   Centre Pointe Consulting Group

   Apr 2008 — Present · Cincinnati, OH, US

   Between Aug \'20 to Mar \'23, partnered with executive team of nationally acclaimed diagnostic laboratory (Gravity Diagnostics) with its explosive growth, deployment of discipline and foundational financial, operational processes and launch and management of new service offerings. Requested to assume spokesperson role in over 12 interviews. see: https://cpc-grp.com/media Providing financial and operational leadership to Private Investment firm (W Alexander Group), focused on assessing the salability and increasing of stockholder value for small to mid-market, privately owned businesses.Directing the Finance, Operations and Sales Administration transformation strategies and deployment of 20 year old, highly recognized Health & Wellness organization (HealthWorks). Collaborated with Founder / CEO of a digital customer acquisition agency in the development and execution of the firm’s 3 year strategic & financial plan (Grey Matter).Partnered in the due diligence and integration of 4 high-growth healthcare marketing firms ($50+MM revenue).Sought out by middle-market consulting firm (Forte’One) to provide financial assessment and turn-around recommendation to $40MM, 4th generation, family owned manufacturer of retail displays.

Education

• University of St. Thomas

  Master of Business Administration (M.B.A.), Business

• University of St. Thomas

  BA, Business - Finance

Skills

• Operations Management
• Crm
• Budgeting
• Marketing
• Human Resources
• Profit Maximization
• Business Analysis
• Business Development
• Account Management
• Manufacturing
• Direct Marketing
• Budgets
• Finance
• Leadership
• Business Process Improvement
• New Business Development
• Project Management
• Pricing
• Sales
• Forecasting
• Cross-Functional Team Leadership
• Marketing Strategy
• Salesforce.com
• Customer Relationship Management (Crm)
• Team Building