Jon Paul

Current

• Executive Director at Finance Leaders Association
• Treasurer at St. James Lutheran Church
• President at Value Added Finance Resources

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Past

• Interim CFO at Brook Furniture Rental
• Consultant at Aerial Communications (T-Mobile)
• CFO at Vitarine Pharmaceuticals

• Director of Finance and Operations at Kidco
• Senior Staff Accountant at Arthur Andersen

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2 more...

Education

• Harvard Business School
• University of Illinois at Urbana-Champaign
• University of Illinois at Urbana-Champaign - College of Business

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Recommended

9 people have recommended Jon

Connections

500+ connections

Industry

Management Consulting

Websites

• My Company
• My Blog
• Excel

Jon Paul’s Summary

Your Direction & Implementation

Insights - new financial and strategic perspectives about your customer/product profitability, production/service/operating costs; powerful analysis/good questions to find hidden value and implement changes to more profits and/or better use of resources.
Strategy/Planning - helping you evaluate alternatives and determine if you are headed down the right path
Processes - finding ways to operate better; developing/automating/implementing the processes to take you there.
Your Resources

People - paving the way for your people to be successful by giving them the resources, processes and training to succeed; helping organize, recruit and develop your finance and administrative staff; interim/consulting help.
Financial Structure - developing the financial structure that fits your company now and where it is heading; giving you room to grow and operate your business plus minimize your capital costs and resources needed.
Technology - determine, add or modify the computer system and office technology you need; getting the most out of what you have or will get.
Excel - getting all areas of your business and people to use this powerful resource in ways you might never imagine; turning this into an additional resource that can add value across many areas of your business.
Your Reporting

Financials - get financials up to top shape on three key measures- accuracy, timeliness and understandability; making the whole financial reporting process run smoother with better underlying support.
Reporting - going beyond financial and current computer system reports to develop/automate key daily/weekly/monthly indicators and reports/charts so you and your people can quickly keep on top of the business.
Compliance - keep your company in compliance with government/bank/investor financial regulations, whether Sarbanes Oxley, external audit, reporting, covenants, tax and other matters; letting you focus more on running your business.

Jon Paul’s Specialties:

Harvard MBA. CPA. Big 4 experience.

• IPOs- Single & Multi-Company • IT Strategy/Development & Financial Systems
• Acquisition Structuring & Implementation • Financial Reporting Timeliness & Quality
• Business Plans & Financial Modeling • Finance Department Engineering & Streamlining
• Venture Capital Fundraising & Investor Relations • Line Operations Management
• Strategic Vision & Major Directional Inputs • Working Capital Management & Banking

Jon Paul’s Experience

• Executive Director

  Finance Leaders Association

  (Management Consulting industry)

  Currently holds this position

• Treasurer

  St. James Lutheran Church

  (Non-Profit Organization Management industry)

  1994 — Present (15 years )

• President

  Value Added Finance Resources

  (Management Consulting industry)

  December 1992 — Present (17 years )

  We turn finance into a resource for the rest of the company, helping the CEO, CFO, department heads and others do more in their companies. Services include:
  
  Excel
  
  Excel modeling
  Excel training/problem solving
  Excel automation/programming
  Data analysis
  CFO/Financial Department
  
  Interim CFO
  
  Financial reporting
  
  Financial and business systems
  
  Finance department development
  
  Sarbanes Oxley and other compliance
  
  Financing & Financial Resources
  
  Business plans
  
  Guidance for raising capital
  
  Financial structure improvements
  
  Business Strategy & Improvement
  
  Strategy development and modeling
  M&A strategy and implementation
  Business turnarounds
  Operations improvements
  
  See more at www.pssmgtconsulting.com

• Interim CFO

  Brook Furniture Rental

  (Privately Held; Furniture industry)

  2008 — 2009 (1 year )

• Consultant

  Aerial Communications (T-Mobile)

  (Management Consulting industry)

  1996 — 1999 (3 years )

• CFO

  Vitarine Pharmaceuticals

  (Pharmaceuticals industry)

  1984 — 1991 (7 years )

• Director of Finance and Operations

  Kidco

  (Consumer Goods industry)

  1980 — 1984 (4 years )

• Senior Staff Accountant

  Arthur Andersen

  (Accounting industry)

  1975 — 1978 (3 years )

Jon Paul’s Education

• Harvard Business School

  MBA , General Management , 1978 — 1980

• University of Illinois at Urbana-Champaign

  BS , Accounting , 1971 — 1975

• University of Illinois at Urbana-Champaign - College of Business

  BA , Accounting , 1971 — 1975

  Activities and Societies:

  Evans Scholars, Illinois Lacrosse Club

Additional Information

Jon Paul’s Websites:

• My Company
• My Blog
• Excel

Jon Paul’s Interests:

leadership, management consulting, strategy, finance, new technology, faith, skiing, golf, family, friends, music, devotional readings

Jon Paul’s Groups:

C12, Vistage, FLA- Finance Leaders Association, Evans Scholars, St. James Lutheran Church, Executive Ministries, Straight Talk, Harvard Business School, IMC- Institute of Management Consultants, AMAA- Alliance of Merger and Acquistion Advisors, TMA- Turnaround Management Association

•    Executive Suite
•    Business Intelligence Group
•    Networlding
•    Pay-It-FORWARD Networking Group
•    C12 Group - Chicago
•    Turnaround Management Association
•    AM&AA Members
•    Certified Management Consultant
•    Financial Executives International (FEI)
•    CXO (CEO, COO, CKO, CFO, CMO, CAO, CVO, CDO, CRO, CLO, CSO & CTO) Community
•    Christian Business Leaders Network
•    Chief Financial Officer (CFO) Network
•    MyVenturepad
•    CHICAGO 2016 Olympic Games Supporters
•    Evans Scholars Alumni Association
•    Retained Executive Search Group
•    Vistage - CEO Leadership
•    IMC Chicagoland
•    Finance Leaders Association
•    Harvard Business School Alumni
•    United States Olympic Team Supporters
•    Global Executive Exchange
•    Illinois CPA Society
•    Corporate Treasury & Cash Management
•    Fans of Honey-Can-Do
•    Vistage 2024
•    Certified Merger & Acquisition Advisors
•    21 Club
•    Windy City Professional Speakers Toastmasters
•    SpencerConnect
•    Vistage Chicago - Better Leaders - Better Decisions - Better Results
•    University of Illinois Men's Lacrosse Alumni
•    Corporate Planning & Global Industry Segmentation
•    Lean and Green Summit
•    SUPER CHARGED SHOPPER NETWORK
•    C12 Group - USA
•    Linked:Golfers
•    SC 3.0 & the Coming Cloud
•    Small Business Deal Flow
•    Chicago Business Advisory Group
•    Chicago Entrepreneur Group

Jon Paul’s Honors:

Samurai Business Group (sales training) Black Belt, C12 Chicago Chapter member of the year, CPA, CMC- Certified Management Consultant, CM&AA- Certified Merger & Acquisition Advisor

Jon Paul’s Contact Settings

Interested In:

• career opportunities
• consulting offers
• new ventures
• job inquiries
• expertise requests
• business deals
• reference requests
• getting back in touch