Jerry Carlisle
Vice President of Finance and Accounting @Anzu Partners
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WORK HISTORY
Vice President of Finance and Accounting @Anzu Partners
Tampa, FL, US
Work closely with the CEO’s in managing and growing the Portfolio business• Develop the MD & A to include forward forecasting in addition to prior month review• Proactive identification of upcoming finance, regulatory, or compliance issues• Oversee Financial team to ensure that accounting functions meet all FAR/GAAP/CAS standards• Responsible for fiscal and compliance matters related to all government contracts• Evaluate accounting for manufacturing processes, evaluating inventory tracking and cost of goods sold, and defining/implementing/maintaining processes as needed• Maintain accounting/corporate records through a paperless filing and retrieval system ensuring past and current records are available as needed• Evaluate workflow processes and procedures to develop, recommend and implement procedural and system changes to increase accuracy and efficiencies• Oversee, create, plan, prepare financial models and other ad hoc reporting as needed• Generate/analyze/review financial data and generate monthly trend reports and balance sheet reconciliations ensuring financial statement accuracy• Leverage outside resources and software to improve efficiencies• Drive the initiative to create and implement company policies and process through all portfolio companies• Effectively upward management with CEOs communicating “red flags” such as cash flow, reduction in earnings/increase spending• Leadership on continuous improvement of processes, communication, and financial reporting value including being proactive in budgeting process, creating meaningful Key indicator reports
EDUCATION
Davenport University
Master's degree (Program), Accounting and Business/Management
Davenport University
Bachelor of Business Administration (BBA), Accounting and Business/Management
SKILLS
ABOUT JERRY CARLISLE
As the VP of Finance and Accounting at Anzu Partners, I oversee the financial and accounting functions of a dynamic portfolio of companies in the aerospace, manufacturing, and technology sectors. With over 20 years of experience in financial management, auditing, controllership, tax, and accounting system development and implementation, I have a proven track record of delivering value and ensuring compliance across diverse and complex organizations.I am a Certified Management Accountant (CMA) and a Chartered Global Management Accountant (CGMA), as well as a Certified Six Sigma Green Belt, demonstrating my commitment to professional excellence and continuous improvement. I work closely with the CEOs and other stakeholders to manage and grow the portfolio businesses, develop forward forecasting, identify and resolve finance, regulatory, or compliance issues, and evaluate and improve accounting processes and systems. I am passionate about building solid working relationships and leading high-performing teams to achieve the strategic and operational goals of Anzu Partners and its portfolio companies.
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