Mark Wegrzyn

About Mark Wegrzyn

As a people-oriented financial executive with over 35+years of successful experience, I live to collaborate and inspire my team to find results driven creative solutions that save money and time. I leverage strong knowledge and industry expertise to optimize processes, insert financial discipline, and maximize negotiations. My superpowers include clear communication, active listening, and keeping a centered, consistent demeanor to celebrate wins and meet challenges head-on. When I’m not in the office, I’m spending quality time with my family, at the golf course, or riding my trusty road bike. Diverse expertise include- International Joint Ventures- FP & A- Mergers and Acquisitions- Project Management- Risk Management- Financial Reporting- Bank Negotiations- Investor Relations- Financial ServicesFMG Suite is the leading provider of automated marketing solutions and software for financial advisors, insurance agents, and broker-dealers. The FMG Suite platform combines powerful, scalable tools like automated campaigns, social post scheduling, and custom email with beautiful, modern websites and award-winning content.

Experience

1. CFO Advisor Consultant

   Optima Office, Inc

   Aug 2023 — Present · San Diego, US

   Optima Office provides Outsourced Accounting, Fractional CFO, and COO services along with Human Resources support to approx. 300 companies across the United States, with focus on the West Coast.Services deployed to clients include: Interim CFO Services: Providing temporary CFO support during transitions, such as executive vacancies or restructuring. Strategic Financial Management: Providing insights and recommendations for optimizing financial strategies to meet organizational goals. Financial Planning and Analysis (FP & A): Developing and analyzing financial plans, budgets, and forecasts to guide strategic decision-making. Mergers and Acquisitions (M&A) Advisory: Assisting in the financial aspects of mergers, acquisitions, and divestitures Financial Reporting and Compliance Cost Management and reduction, including strategies to optimize resource allocation. Cash Flow Management Risk Management Financial Systems Implementation Profitability Analysis of products, services, or business units. Corporate Governance and Compliance Business Process Improvement for financial and operational processes. Investor & Board Advisory Services Benchmarking and Performance Metrics including establishing key performance indicators (KPIs). Financial Training and Development

Education

• Illinois State University

  Bachelors, Accounting

Skills

• Leadership
• Business Development
• Finance
• Start-Ups
• Mergers & Acquisitions
• Strategic Planning
• Crm
• New Business Development
• Cross-Functional Team Leadership
• Financial Reporting
• Forecasting
• Contract Negotiation
• Risk Management
• Sarbanes-Oxley Act
• Investments
• Team Leadership
• Manufacturing
• Treasury
• R&D
• Telecommunications
• Joint Ventures
• Customer Relationship Management (Crm)