RANKIN MCKENZIE - Key Persons
Job Titles:
- Financial Executive
- Partner
Mr. Graham is a strategically focused financial executive with approximately 30 years of experience. He has a track record of achievement and significant experience in both publicly-held and private companies. He is results-oriented with deep expertise in raising capital, development and modeling of strategic plans, investor relations, corporate accounting and many other areas. He is also skilled at driving change, building collaborative partnerships, and setting and delivering on business objectives.
Job Titles:
- Partner
- CGMA
- Strategic - Minded Executive
Anna Hunter is a strategic-minded executive with 20 years of experience in finance, accounting, human resources, and business operations. An analytical and results-oriented business driver, Ms. Hunter brings vision, agility, problem solving, and focused execution to every engagement.
Ms. Hunter began her career in public accounting as an auditor. She later moved into private industry, where she gained experience in a variety of fields, including technology, service, retail, and manufacturing. As a skilled executive, Ms. Hunter's areas of expertise include:
Equity and Venture Financing
Investor Management
Mergers and Acquisitions
Entrepreneurial and Start-Up Companies
High-Growth Challenges
Treasury Management
Budgeting/Forecasting Financials
Audit, Tax, and Insurance
Human Resources
Facilities and Commercial Leasing
Her current clients include:
The rAVe Agency
Doctivity Health, a technology healthcare company
Glui, Inc., a technology company offering integrated AdTech solutions that make every marketing touchpoint transactable.
Job Titles:
- Director of Business Development
- Managing Partner
Beth Mullaney is the Director of Business Development and a Managing Partner at Rankin McKenzie, LLC. As lead strategist for all business development and marketing initiatives at Rankin McKenzie, Ms. Mullaney networks extensively within the business community, acts as liaison for the firm's sponsorship activities, and oversees the development and implementation of numerous internal policies and procedures.
In conjunction with the founders, Ms. Mullaney created the New Business Development role at Rankin McKenzie and was instrumental in doubling the firm's size in less than five years. Her work recruiting CFOs and controllers, researching and implementing a new CRM tool, and spearheading the company's rebranding initiative put in place the infrastructure and support needed to undergird this exponential growth.
Before signing on with Rankin McKenzie, Ms. Mullaney was a Senior Account Executive at a local agency, The Catevo Group, where her clients included Blue Cross and Blue Shield of North Carolina, Greer Laboratories, Sirchie, Audubon Environmental Services, and Cornerstone Therapeutics.
A native of Nova Scotia, Ms. Mullaney received a bachelor's degree in commerce with a double major in marketing and human resource management from St. Mary's University in Halifax, Nova Scotia. Soon after graduation, Ms. Mullaney moved to the United States and is still here enjoying the warmer climate.
Betty Larose is a results driven Finance Leader with over 20 years of experience, who has worked with a variety of small business, Technology focused companies and Sales/Service companies, as a Director, Controller or CFO. She brings to her clients, extensive experience gained in the areas of Financial Accounting & Reporting, Mergers, Acquisitions & Integrations, Organizational & Process Development, Staff Training & Development, Systems Implementation & Integration, Business Strategy, Planning, Budgeting & Forecasting, and Financial Planning & Analysis. Her current clients include Carolina Advanced Digital and DHIC. Read the praises her clients speak about her here: Client Testimonials.
Ms. Larose is a dedicated team player and business partner, is self-motivated, has a hands-on management style, is a strong communicator and excellent problem solver. She has been recognized for her steadfast determination to achieve results while providing excellent service. Ms. Larose has made significant process improvements to achieve efficiency and security, uncovered and corrected gross accounting errors and/or fraud, successfully integrated new companies, divisions or lines of business, and developed cohesive, well trained accounting teams.
Before joining Rankin McKenzie, Ms. Larose served as Interim Controller or CFO to various companies going through transition.
Ms. Larose earned a Bachelor of Science Degree in Business Management/Accounting.
She is a member of the AICPA.
Job Titles:
- Partner
- Strategic Financial Executive
Ms. Huska is a strategic financial executive specializing in cash turnarounds, financial forecasting, treasury management, cost containment, transparency in all accounting and financial reporting, and the development of strong financial and human resource teams with a focused eye on customer and employee centricity. She contributes extensive experience in strategic planning and organizational coaching to the clients she serves. Ms. Huska supports an array of industries including high-tech, staffing, clinical research, retail, e-commerce, education, service, and real estate. Currently, Ms. Huska serves as fractional CFO for Paragon Application Systems Inc., the leading independent global provider of simulation, configuration and testing solutions to the world's leading financial services brands. Read the praise clients speak about her here: Client Testimonials.
As a seasoned CFO, Controller, and HR Generalist with over 25 years of experience, Denise Huska is a dynamic, results-oriented, and driven executive specializing in financial, operational, and human resource management for transitional and emerging growth companies.
As a Partner with over 25 years of Accounting and Management experience, Jaye McDermott has provided CFO/Controller/Advisory services to multiple organizations, as well as providing project support and Staff training. During her time at Rankin, Ms. McDermott has Implemented Inventory & Cost accounting systems, Provided Controller services to support two acquisitions, one in a Software/Engineering environment and one in a Medical Services industry. She has also implemented Consolidated financials from spreadsheets for an international technology company and adapted Publishing software to support Financial Statements. Other clients have included an HOA for which she established Accounting policy for foreclosed properties and provided audit and general accounting support, a Medical Device manufacturer in RTP, a Research Company in Durham, and a Food Service business headquartered in Durham. She recently provided CFO services to a Code School, as well as HR, Payroll and Real Estate reconciliations for a Non profit company in Raleigh.
Job Titles:
- Managing Partner
- CFE
- Strategic - Minded Executive
Jeff Bell is a strategic-minded executive with more than 30 years of experience working with a wide variety of national and international companies. Mr. Bell has a strong understanding of industry-specific accounting and audit issues affecting international and domestic organizations. Since joining the Rankin McKenzie team in 2013, he has become a managing partner in addition to serving his clients.
As a trusted part-time CFO, he has concentrated his efforts on promoting growth and development of his entrepreneurial client companies. As an accomplished entrepreneurial financial executive with multi-industry, multi-national experience, Mr. Bell's financial, strategic and leadership has had a substantial impact on the success of his medical device, pharmaceutical, software, manufacturing, and distribution clients. Jeff currently works with NuXcel Limited, an incubator for new and emerging medical device companies (based in Ireland), Tyson Farms, and 410 Medical, Avivomed, and Aerami, all medical device companies. Read the praise clients speak about him here: Client Testimonials.
As a goal-driven leader, Mr. Bell's areas of expertise include:
Equity and Venture Financing
Conventional Financing and Leasing
Equity Compensation and Accounting
Investor Management
Entrepreneurial and Start-Up Companies
Financial Modeling and Reporting
High-Growth Challenges
Treasury Management
Audit, Tax, and Insurance
Human Resources
A native of New Bern, North Carolina, Mr. Bell attended East Carolina University, where he earned a Bachelor of Science in Accounting and MBA. He is a member of the American Institute of Certified Public Accountants, the North Carolina Association of Certified Public Accountants and the Association of Certified Fraud Examiners.
A native of the Midwest, Mr. Sherwood attended the University of Illinois at Urbana Champaign, where he earned a Bachelor of Science in Accountancy.
With over 30-years of experience, Jeffry Sherwood is an entrepreneurial executive with a career history of success in diverse roles across multiple industries - food services, entertainment, healthcare and technology - at startup, mid-size and Fortune 500 companies.
Mr. Sherwood is a passionate and analytical business leader, dedicated to driving value through growth, financial clarity and continual organizational improvement. As a senior management team member, he has scaled financial operations, simultaneously transformed production processes across multiple locations and developed and executed key strategic initiatives. He has held responsibility over all aspects of financial management including financial reporting, budgeting and forecasting, revenue recognition, risk management, tax compliance and banking relationships. He has also managed product delivery, human resources, facility build-outs and has designed and implemented technology systems that enabled rapid company expansion.
John Griffin is a dedicated, strategic-minded professional with over 25 years of experience providing both financial and operational leadership in support of company objectives. John is a strategic leader with demonstrated ability to improve the finance, accounting, operations, human resources, and business development functions of the organization.
Mr. Griffin has spent the his career focusing on start-up, mid-size and larger companies in a variety of industries, including professional services, life sciences and commercial real estate. He has considerable experience in accounting, finance, cash management, financial modeling, operations support, risk management, M&A (sell-side) negotiations and due diligence, business transitions, and corporate strategy. He manages audit, tax, legal, insurance, commercial leasing, and banking relationships. Recently, he led a client through a significant multi-year revenue and earnings growth period, maximizing company valuation and culminating in a successful sale to a global Fortune 500 company. Prior to that, he was a key contributor to the successful IPO of an emerging biotechnology company. He has built and directed financial operations for multiple companies leading to significant valuation increases and successful strategic exits.
He currently serves as part-time CFO for:
CBRE|Raleigh, a leading, local commercial real estate services provider
Simple Certified Mail, shipping and mailing service that simplifies and speeds up the process of sending Certified Mail for all industries
Read the praises his clients speak of him here: Client Testimonials.
Prior to joining Rankin McKenzie, Mr. Griffin spent 15 years with Scynexis, Inc., a publicly-traded drug development and pharmaceutical services company. As Director of Finance, he led the successful marketing of the company's major division for acquisition, producing financial forecasts and performing critical business analysis, and was the key team member during both the due diligence and transaction closing process. As Controller, he established and implemented financial and accounting procedures and controls, built a first-class accounting team, and designed and led the FP&A function.
A native of North Carolina, Mr. Griffin attended UNC-Chapel Hill, where he earned his Bachelor of Science in Business and Masters in Accounting. He holds his CPA certificate in North Carolina.
Originally from Connecticut, Mr. Kennedy has been a North Carolina native since he was a teenager. He received a Bachelor of Science degree in Business Administration from the University of North Carolina at Chapel Hill and obtained an MBA from Duke University.
As a financial executive with almost twenty years of experience, Justin Alexander provides CFO services to his clients in the areas of overall accounting and financial reporting, financial modeling, valuations, forecasting and cash flow planning, ERP and system implementations, due diligence, mergers and acquisitions.
Job Titles:
- Financial Executive
- Partner
Kathy Morris is a financial executive with over 20 years of experience in a variety of companies and industries. She began her career in the manufacturing and semiconductor industries, then moved into telecommunications and software industries, where she gained experience in software revenue recognition. Her experience includes both public and privately held companies. In addition to financial management, Ms. Morris has been responsible for HR/Admin, Business Planning, and Production Control. Some of her clients include Think Optimal, Biospatial, Adroit Materials, First Flight Venture Center, SciOme, and Gradient Health, provider of medical imaging data in order to accelerate AI development. Read the praise clients speak about her here: Client Testimonials.
Recently, she has focused on early stage technology and medical device companies and understands the challenges facing start-up companies. As an experienced CFO, Ms. Morris directs clients' overall financial management which includes:
Cash Management
Budgeting/Forecasting
Financial Reporting
Government Grants/Contracts
Insurance and Banking Relationships
Audit and Tax Readiness
Due Diligence
Accounting Operations
Ms. Morris joined Rankin McKenzie in 2010 and has provided CFO support to clients in the semiconductor, software, and life sciences industries, many of which are recipients of government contracts and grants.
As a financial executive with over 25 years of experience, Kathy Huff provides CFO / Controller services to her clients in the areas of overall accounting and financial reporting, financial modeling, forecasting and cash flow planning, and developing and maintaining business relationships with banks and insurance companies.
Charron Kim Robinson has over 30 years of public and private financial accounting experience in both the US and Canada. As CFO/Controller, Ms. Robinson has been responsible for overall financial management of accounting operations for various clients including; financial reporting, revenue recognition, cost accounting, payroll and benefit implementation, cash management, forecasting and budgeting, board participation, establishing and maintaining; banking, legal counsel and accounting firm relationships. Ms. Robinson has spent the majority of her career focusing on commercialization of early-stage technology, life science, and service companies. Her clients are active in various business segments including, manufacturing, retail, aerospace, defense contracting, engineering, pharma and IT.
Job Titles:
- Coordinator
- Executive
- Executive Coordinator for Rankin Mc
Kristi Torres is the Executive Coordinator for Rankin McKenzie, LLC. As errors seem to jump off the paper at her and organizing is a joy, Ms. Torres serves Rankin McKenzie by lightening the load of the Managing Partners, coordinating communication efforts and marketing strategies, onboarding new partners, planning events, proofreading, organizing the database, researching, and helping the organization reach their professional goals of excellence.
Outside of Rankin McKenzie, Ms. Torres is a freelancer who offers services as a virtual assistant, editor, and translator for children's books. In addition, she is fluent in Spanish and runs a bilingual parenting blog while also being a full-time homemaker and homeschooling parent. Ms. Torres also actively leads her neighborhood's HOA Social Committee and serves at her church.
Before joining Rankin McKenzie, Ms. Torres served as a dedicated bilingual educator for over 13 years, most of which was while living in Tegucigalpa, Honduras. She acquired a bachelor's degree in Elementary and Spanish Education from Calvin University and a master's degree in Teaching English to Speakers of Other Languages from Cornerstone University in Grand Rapids, MI.
All these achievements speak to her level of commitment, excellence, and ingenuity in all she does.
Job Titles:
- Partner
- Senior Financial Executive
Laurence (Larry) Woolhiser is a results-driven senior financial executive with over 25 years of financial leadership experience with entrepreneurial, high growth, and transitioning healthcare and technology companies. Over the course of his career, Mr. Woolhiser has had a track record of being a catalyst for change, innovation, and growth. He has a solid history of partnering with operational leaders in transforming robust business goals into strategies for unlocking value and driving strong bottom-line results. Additionally, Mr. Woolhiser is an expert at creating and realigning financial infrastructures to meet the strategic and tactical growth objectives in small, emerging and mid-cap companies.
As an experienced CFO/Controller, Mr. Woolhiser has gained solid, hands-on experience in all aspects of leading and managing a business from start-up, through the high growth phase to a successful strategic exit. Over the span of his career, Larry has obtained significant experience in all aspects of financial management and leadership, including financial planning and analysis, budget modeling, strategic planning, cost management, cashflow optimization within a leveraged environment, financial system selection and implementation, audit preparation, healthcare revenue cycle, private equity and debt financing and acquisition integration.
Currently, he is serving as part-time CFO at:
Zenalux, a biomedical diagnostics start-up
BodyLase, a luxury medical spa
Lane & Associates, a family dentistry
Insoma Bio, a biomedical company leveraging nature's own designs to develop unique products for reconstructive plastic surgery
Calla Health, a biotech company developing optical devices that help health care professionals diagnose cervical cancer
Disruptive Process Solutions, a technical process engineering company serving the food and beverage industry
Gateway Bio, Inc., a biotech company developing a rapid onset anticoagulant.
Read the praises his clients have to say here: Client Testimonials.
Prior to joining Rankin McKenzie, Mr. Woolhiser served three years as the CFO of United Medical Systems (UMS), a private equity backed healthcare service provider. During his tenure with UMS, Larry led the integration of five acquisitions and was the key liaison with senior lenders for incremental debt financing supporting the Company's acquisition strategy. From an operational perspective, Larry lead a team that designed and implemented a new tablet-based medical treatment data collection system and deployed an operational management dashboard and reporting tool for real time tracking of case volume, employee efficiency and billing automation. Prior to UMS, Larry served in senior financial executive roles with Fresenius Medical Services, a nationwide healthcare service provider, and several private start-up and publicly-traded technology companies focused on communications and video/data delivery.
Mr. Woolhiser is a licensed CPA in North Carolina and Texas. A native of Louisiana, Larry attended Louisiana Tech University where he earned a Bachelor of Science in Accounting and Louisiana State University where he earned an MBA with a concentration in Finance.
Lynne Hicks is an energetic, detailed-oriented financial analyst with over 20 years of industry accounting experience. She has gained knowledge and experience in multiple industries, including telecommunications, construction, manufacturing, retail, architectural, and health and wellness. Her expertise consists of a diverse set of skills, including all aspects of financial reporting and payroll processing. Ms. Hicks also has the unique experience of being involved with all sizes of companies, ranging from 10 to 70,000+ employees.
Currently, Ms. Hicks is serving:
Hire Strategies, a talent placement agency
Nottingham Co., a portfolio management company for pooled investment vehicles nationwide
ScriptScouts, the world's first AI-powered search engine that finds and compares the best prescription medication prices from across the web
Read the praise clients speak about her here: Client Testimonials.
Prior to joining the Rankin McKenzie team, Ms. Hicks was a Senior Financial Analyst with Nortel Networks in Research Triangle Park. Her work there included analyzing order and revenue detail for all business units for the purpose of expediting sales compensation payments to a 3000+ sales force. Currently, she is utilizing her broad experience base to guide small businesses through the installation and set-up of the company accounting records on QuickBooks software. She also trains company personnel to use the software and remains on-hand as needed to assist with any pending accounting issues.
Ms. Hicks holds a Bachelor's degree in Accounting from Albright College in Reading, Pennsylvania and is a member of the North Carolina Association of CPAs.
As a financial executive with almost 30 years of experience, Michael Giamoni has provided leadership to companies ranging from early-stage growth to large organizations with international operations. Mr. Giamoni has considerable experience in managing and improving accounting, finance, treasury and cash management, human resources, contract negotiations, operations support and overall corporate strategy. He has worked in multiple industries including education services, technology, manufacturing, advertising and healthcare services.
As an experienced CFO, Mr. Giamoni has been responsible for overall financial management of an organization which includes, accounting and finance oversight, financial reporting, cash management, budgeting and forecasting, board participation, regulatory compliance, and coordinating with outside vendors such as bankers, legal counsel, audit and tax accountants, real estate firms and insurance brokers.
Job Titles:
- Partner
- Acting Executive Vice President of Finance and Operations, CFO and Treasurer
- Partner of Rankin Mc
Mike Florio is a partner of Rankin McKenzie, LLC, North Carolina's largest and most trusted financial management firm. As an accomplished consultant and CFO with over 30 years of experience, Mr. Florio's financial, strategic, and leadership experience have made significant contributions to many organizations in the health care, food, retail, service based, construction and consumer goods manufacturing business segments. He has developed a broad and extensive array of business experiences in a variety of industries including the profit and not-for-profit categories. Additionally, Mr. Florio has led several successful turnaround situations and ERP implementations. His current clients are Wake Radiology, multiple outpatient imaging offices located all through the Triangle region and SPCA of Wake County NC, a society serving to transform the lives of pets and people through protection, care, education, and adoption. Read the praises his clients speak of him at Client Testimonials.
As a Chief Financial Officer for his clients, Mr. Florio has been the Acting Executive Vice President of Finance and Operations, CFO and Treasurer.
Prior to joining Rankin McKenzie and consulting, Mr. Florio was CFO of Ipas, a global public health organization, where he established a strong audit and compliance program. He is often mainly responsible for the overall financial management of his clients with a primary focus and strong expertise in the areas of strategic planning, financial reporting, budgeting, investor/board relations, accounting and fund-raising. In addition to performing in his role as a CFO, Mr. Florio has been a key member of senior management teams and he prides himself on being a trusted and dependable company leader. He was a senior executive with FHI 360 and Chief Operating and Financial Officer of All Kinds of Minds and The Body Shop Hair and Skin Care Company USA, where he also served as a member of the U.S. Board. Early in his career, he was employed by Nabisco Brands and received awards for "Best Profit Achievement" and an Edison Award for "Best New Business Introduction of the Year" when he served as Group Director of New Business Development. Mr. Florio has had clients in the not-for-profit arena and has also served as a senior executive in both start-up and global enterprises in this sector. He continues to serve not-for-profits as a volunteer with the local Executive Service Corps of the Triangle.
A native of New York, with over twenty-four years living in North Carolina, Mr. Florio attended Hofstra University in New York where he earned a Bachelor's degree in Economics and Psychology and St. John's University where he earned a Master's of Business Administration as a Graduate Business School Research Assistant with a full scholarship. Mr. Florio was an honors student in both Economics and Psychology and was a Division I athlete while attending Hofstra University.
Mike Florio is a partner of Rankin McKenzie, LLC, North Carolina's largest and most trusted financial management firm. As an accomplished consultant and CFO with over 30 years of experience, Mr. Florio's financial, strategic, and leadership experience have made significant contributions to many organizations in the health care, food, retail, service based, construction and consumer goods manufacturing business segments. He has developed a broad and extensive array of business experiences in a variety of industries including the profit and not-for-profit categories. Additionally, Mr. Florio has led several successful turnaround situations and ERP implementations.
As a Chief Financial Officer for his clients, Mr. Florio has been the Acting Executive Vice President of Finance and Operations, CFO and Treasurer.
Currently, Mr. Florio serves the following companies:
Job Titles:
- Partner
- Technical Finance and Operations Executive
Phil Sandy is an accomplished and highly technical finance and operations executive with over 30 years of professional experience. In addition to holding the position of Chief Financial Officer, Mr. Sandy has also held the position of Chief Operating Officer. His career includes Big Four accounting, multi-national companies, and not-for-profit organizations. Mr. Sandy has wide-ranging leadership experience to include finance, human resources, information technology, administration, consulting, customer support, software development, and pre-sales. Phil has served many clients at Rankin McKenzie over the years. Read the praise clients speak about him here: Client Testimonials.
Mr. Sandy is a hands-on executive that enjoys getting into the details. He has extensive experience in the areas of:
Budgeting & planning
Acquisitions & spinoffs
Excel modeling
Due diligence
ERP & report writing tools
Private Equity & Venture Capital
System implementations
Business startup & incubation
Contract negotiations
Board presentations
Mr. Sandy is extremely knowledgeable with ERP systems and helped pioneer the transition of legacy ERP systems into new cloud-based technology. In 2003, Mr. Sandy was instrumental in the design, development, and launch of Aperek's successful cloud-based ERP for acute care hospital systems.
Mr. Sandy holds a bachelor's degree in business with a concentration in accounting and a minor in computer science. He is a Certified Public Accountant (out of state license) and a member of the American Institute of Certified Public Accountants. Mr. Sandy was a 2014 recipient of the Triangle Business Journal CFO of the Year award and is a veteran of the United States Air Force.
Richard (Rich) McGivney, is a results-oriented financial executive with more than 30 years of public accounting, corporate finance, and leadership experience. He has a proven track record in building and managing high-growth research and technical services organizations, from entrepreneurial startups to companies with more than 1,000 employees. He has developed and executed strategic realignments of operations to improve profitability, performed multiple acquisitions and divestitures, and expanded finance operations overseas to support international growth.
Job Titles:
- Co - Founder
- Managing Partner
Robert McKenzie co-founded Rankin McKenzie, LLC in 2002 along with Lawson Rankin and John Autrey. Since that time, Mr. McKenzie has served as a Managing Partner with the firm through which he provides seasoned financial expertise and management leadership. Mr. McKenzie focuses his professional efforts in growing and leading his client companies as their CFO. As an accomplished CFO with over 30 years of experience, Mr. McKenzie's financial, strategic and leadership expertise has had a substantial impact on the success of his manufacturing, IT, pharmaceutical, healthcare, professional services companies and banking. Currently, Mr. McKenzie serves as the part-time CFO for Bateman Civil Survey Company, an engineering firm; Heritage Kitchen and Bath, a kitchen and bath renovation company; and Echota NC, a realty company. Read the praise clients speak about him here: Client Testimonials.
Mr. McKenzie's CFO strengths include such crucial skills as:
Demonstrating excellent attention to detail;
Building steady trust with management, employees, customers, vendors and investors;
Operating with a strong sense of integrity and truthfulness;
Utilizing his effective, accurate and persuasive communication skills;
Building teams and leading others through strong people skills including honesty, listening, patience, trust, teaching and relating to others;
Driving the details to a successful completion;
Delivering timely results through proactive problem solving and accountability;
Thinking strategically while being able to roll-up his sleeves to get the job done;
Providing thoughtful and wise counsel to his clients.
A North Carolina licensed CPA, Mr. McKenzie has developed a broad and diverse business management background. He has been responsible for overall financial management of companies, including accounting operations, financial reporting, cash management, forecasting, human resources, treasury and investor relations functions. Mr. McKenzie is especially adept at being a hands-on problem-solver for his clients. He is a leader who develops and implements financial, accounting and operational solutions to address his clients' challenges and problems. Additionally, Mr. McKenzie has successfully raised numerous rounds of venture capital for his early stage clients. For his growth stage clients, he has effectively structured a variety of debt, leasing and equity programs to fund their expansion. Most recently, Mr. McKenzie was responsible for the successful turnaround of a large troubled manufacturer. Through the numerous financial, managerial and operational improvements he led, the company was able to triple sales, double headcount and turn its insolvent balance sheet into a strong financial foundation.
A native North Carolinian, Mr. McKenzie attended Wofford College where he earned a Bachelor's in Economics graduating Magna Cum Laude. He attended Wake Forest University where he earned a Master's in Business Administration with Distinction. He serves as an Advisory Board Member of BBVA Compass, is a member of American Institute of Certified Public Accountants, and the North Carolina Association of CPAs.
Job Titles:
- Financial Executive
- Partner
Steve Weiner is a financial executive with over 30 years of Accounting and Finance experience with the past 14 years focused on C-Level positions for various employers and clients. Mr. Weiner has extensive experience with complex accounting processes, including stock compensation, revenue recognition and grant accounting. He also has experience in developing financial plans, mergers and acquisitions, development of internal controls, benefit implementation and establishing banking and legal counsel relationships. Steve works with many companies including Diveplane, Opex Techonologies, Tryon Solutions, Alpheus Medical Inc., Data Drive Marketing, and Logistiview Inc, a warehouse planning and optimization service. Read the praise clients speak about him here: Client Testimonials.
As an experienced CFO, Mr. Weiner has been responsible for overall financial management of accounting operations for various clients, including financial reporting, cash management, forecasting, board participation and relationships with outside bankers, legal counsel and Accounting firms. Mr. Weiner has spent the majority of his career focusing on early-stage technology, life science, and service companies.
Prior to joining Rankin McKenzie, Mr. Weiner founded and served as President of SW Controller Services LLC, a consulting company specializing in interim CFO, Controller and Finance Director roles, with a heavy concentration in early to growth stage private companies. As a business partner for his clients, he gained valuable expertise in financial modeling, problem solving skills, and GAAP Accounting and Financial Operations, in addition to hands-on business/organizational lessons which allows him to adapt to client needs.
Mr. Egan is a licensed CPA in Washington and in North Carolina. Mr. Egan brings a combination of accounting expertise, strong business experience, and hands-on financial leadership. Prior to joining Rankin McKenzie, Mr. Egan helped stand up two companies, delivered successful audits, scaled the business processes to support rapid growth in an early-stage environment, created operational budgets and long-term forecast models to capture enterprise value, and culminated in the successful exits for the two private companies.
Mr. Mense is a CPA licensed in North Carolina and has over 30 years' experience in software, technology, manufacturing, insurance, professional services, commercial and residential construction, and land development. His current clients are Hoffman Nursery and Raleigh Neurosurgical Clinic, Inc., the most experienced neurosurgical team in Raleigh and Central North Carolina. Read the praises his clients say about him here: Client Testimonials.
Tom Mense began his career with a Fortune 100 steel producer and throughout his career has worked with both publicly held and private domestic, as well as international companies. Mr. Mense has led accounting departments, managed both Human Resources and IT groups and played key roles at the executive management level. In addition to accounting, Mr. Mense has been responsible for treasury management, banking relationships and negotiations, insurance requirements, employee benefits and legal affairs.
Mr. Mense is a CPA licensed in North Carolina and has over 30 years' experience in software, technology, manufacturing, insurance, professional services, commercial and residential construction, and land development.
Mr. Mense is an operationally focused, hands-on leader with significant experience in the following areas:
Cash Flow Management & Enhancement
ERP Implementations
Establishment of Internal Controls
Financial Management
Organizational Restructuring
Development & Implementation of Operational Improvement Plans
Due Diligence
M&A (sell side)
Financial Modeling & Budgeting
Corporate Strategy
His current clients include:
Hoffman Nursery, a wholesale nursery specializing in ornamental and native grasses
Raleigh Neurosurgical Clinic, Inc., the most experienced neurosurgical team in Raleigh and Central North Carolina.
Read the praises his clients say about him here: Client Testimonials.
A native of Ohio, Mr. Mense graduated from Xavier University in Cincinnati, Ohio and holds a BSBA in Accounting and an MBA concentrating in Finance. He is a member of the American Institute of Certified Public Accounts and the North Carolina Association of Certified Public Accountants.