FINANCING - Key Persons
Job Titles:
- CFO
- Consultant
- Financial Executive
Andy is an operationally focused financial executive who has worked in the role of Chief Financial Officer for over 20 years in a variety of manufacturing and distribution companies. As a Finance Executive, Andy knows that it is extremely important to provide timely and accurate financial information but more importantly to take that information and use it to effectively plan, execute and measure future performance for financial success.
In addition to managing the finance function, Andy has led and managed Human Resources, Information Technology, and Purchasing and has been involved with several startup operations. He has the ability to effectively communicate with people in all levels of the organization to ensure everyone is aligned with the company goals and objectives.
Andy holds a Bachelor's Degree in Accounting and a Master's Degree in Finance from Bentley University having graduated Magna Cum Laude. He is a Certified Public Accountant licensed in the State of Massachusetts, a Charted Global Management Accountant, and also holds a Certificate in Management Accounting from The Institute of Management Accountants.
Bob has over 30 years of financial management experience and uses a hands-on approach to guide companies through our cyclical economy. Prior to assuming the consultancy role he now plays for firms in the manufacturing, service and construction industries, Bob served as the CFO for several real estate entities. His areas of expertise include budgeting, forecasting, job-costing, insurance, banking relationships, bankruptcy and legal work.
Education
BS in Accounting, Bentley College
Job Titles:
- Accounting Process Specialist
Catherine Rasmussen joined the Delta Group in 2016. She brings over three decades
Denis has over 30 years of financial management experience guiding companies to create strong fiscal controls, leading to healthy balance sheets. Prior to assuming a consulting role, Denis successfully managed companies in the service, construction and HR industries.
His areas of expertise include budgeting, forecasting, insurance, banking relationships, acquisition and compliance issues.
Job Titles:
- Operations Manager
- Senior Financial Analyst
Keri has over 20 years of experience building detailed financial and operational models to analyze profitability, facilitate forecasting, and provide actionable reports. Prior to joining Delta, Keri worked for mutual fund management and hedge fund companies where she regularly consulted with the management of publicly traded companies and completed detailed company analyses. Keri brings experience, an attention to detail, and a vast knowledge of spreadsheet capabilities to help companies consolidate their reporting, provide value-added insights, and grow their businesses.
Education
Masters in Finance - Boston University
Bachelors in Marketing - Boston College
Leo is a finance expert with exceptional modeling skills; he has a passion for forward-looking models that mathematically and financially forecast a company's future operations. Leo is driven to create models that are easy to use and communicate a strategy, metrics and results externally to lenders and investors and internally to management to control risk. Leo believes that model simplicity is the only way to communicate a vision in numbers as well as measure and control results.
As a CPA, Leo worked in the areas of audit, tax and consulting. As a CFO, he applied his knowledge, passion, and skills to operations and financing, elevating companies to new levels. Now as a CFO Consultant, Leo is helping company access financing, financially model operations and access data analytics that brings insight into business decisions.
Education
Bachelor of Science in Accounting - UMass-Dartmouth
Michael is an expert at managing financial complexity in all types of businesses. He has over 30 years' experience working for and with entrepreneurial owners who require insight and assistance in navigating through challenging times. He focuses on the financial well being and health of each business independent of any past work. Drawing from the history and collective experiences of The Delta Group he ensures that every consultant's time is leveraged to add the greatest value for the client. Past engagements have included business acquisitions, asset divestitures, company turnarounds, orderly liquidations, growth and downsizing plans.
Education
Masters in Management - Fitchburg State
Bachelors in Finance - UMass-Amherst