John D. Dobey

Experienced financial professional with diverse functional background

Role
Principal Financial Planning Advisor Consumer Goods Professional Services at Triad Financial Services
Location
Littleton, CO, US
LinkedIn followers
500 followers

About John D. Dobey

Director FP & A Professional ServicesConnect with me using: J••••••••@gmail.com All Invitations to Connect Welcome.LION – LinkedIn Open HR Managers, Hiring Managers, CFOs connect with me to get access to my network deep in industry consulting to small business owners including initial and secondary funding, internal process design and implementation, interim and part-time CFO services, bookkeeping and accounting services, financial planning and analysis.Specialties: Strategic planning, financial modelling, budgeting and forecasting, FP & A, M&A, financial due diligence, internal process design and implementation, QuickBooks implementation, bookkeeping and accounting servicesTo brainstorm and collaborate on any of these perspectives, call me now at 30••••••01.

Experience

  1. Principal Financial Planning Advisor Consumer Goods Professional Services

    Triad Financial Services

    Jan 2013 — Present · Denver, CO, US

    Triad Financial Services provides small business consulting services in the following three areas:Strategic finance• Business case and business plan development• Initial and secondary funding supportOperational finance• Interim, part-time CFO services• Financial statement analysis • Budgeting• Forecasting• Audit support• Tax liaison• Bank liaison, covenant complianceBookkeeping and accounting services• Full-charge bookkeeping• Financial statement preparation• QuickBooks design, implementation and consulting (certified QuickBooks ProAdvisor)Helping small business owners do what they do

Education

  • William & Mary – Raymond A. Mason School of Business

    BBA, Accounting

    1974 — 1978

  • William & Mary – Raymond A. Mason School of Business

    MBA, Finance, General Management

    1990 — 1991

Skills

  • Executive Management
  • Business Planning
  • Cash Flow
  • Professional Services
  • Internal Controls
  • Financial Management
  • Planning
  • Business Analysis
  • Financial Modeling
  • Income Statement
  • Capital Budgeting
  • Auditing
  • Business Valuation
  • Business Process Improvement
  • Performance Improvement
  • Mergers
  • Management
  • Team Building
  • Gaap
  • Small Business
  • Due Diligence
  • Change Management
  • P&L
  • Valuation
  • Accounting
  • Cash Flow Forecasting
  • Project Planning
  • Budgets
  • Finance
  • Fp&a
  • Strategy
  • Budgeting
  • Financial Analysis
  • Financial Reporting
  • Management Consulting
  • Business Management
  • Corporate Finance
  • Consumer Goods
  • Forecasting
  • Managerial Finance

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John D. Dobey — Principal Financial Planning Advisor Consumer Goods Professional Services at Triad Financial Services in Littleton, CO, US | Unifers