If you need better visibility into your numbers or control over your operations, call me.
My name is Kris Olsen, MBA, CMA, and I am a consulting Chief Financial Officer who specializes in helping business owners tackle the financial, operational and administrative obstacles that hinder growth. I have provided services to multiple businesses in various industries since 2005.
If you work with me, you will never be “just another client”. I provide personal service and enjoy building relationships with my clients. I am not a “yes man”, and will challenge your ideas and assumptions to help you avoid pitfalls and keep moving forward.
Why choose me?
- Years of Experience: I have over 25 years of experience in finance, accounting and operations, including 20 years as a CFO.
- Diverse Experience: I have worked for public, private and non-profit companies in various stages of development (startup, turnaround, growth).
- Multiple Industries: I have worked with businesses and entrepreneurs in various industries including software development, construction, marketing, manufacturing, lead generation, real estate, professional services, food service, alternative energy, blockchain and web development.
- Hands-On Accounting Experience: I have personally managed all aspects of finance and accounting, including setting up QuickBooks, cleaning up messy accounting records, producing GAAP-based financial statements, establishing internal controls, conducting due diligence, and managing audit and tax engagements.
- Advanced FP&A Skills: I have advanced financial modeling, budgeting, forecasting, analysis and reporting skills, and was the Director of Financial Planning & Analysis for a company I helped take public.
- Results: I have saved millions of dollars for my clients by finding errors, establishing controls, proposing business and tax strategies, analyzing and forecasting investment opportunities and cash flow, mitigating risks, and negotiating contracts.
- Not Just Finance: I have strong sales and customer services skills, and have over 1,100 field visits with customers under my belt.
- Easy To Work With: I am not stuffy and have no sense of entitlement. This is your business, and I am here to help you.
- Education: I have an MBA in International Business from California State University, Dominguez Hills, and a Bachelor of Science in Business Administration from the University of La Verne.
- Certifications: I am a Certified Management Accountant (CMA) and Certified Financial Manager (CFM).
- Systems Knowledge: I am an advanced Excel user who literally uses Excel every day, and have extensive experience pulling and analyzing data from various sources including QuickBooks and other accounting packages, public data sources and proprietary systems.
- Credibility: I have earned an A+ rating from the Better Business Bureau. You can also view my LinkedIn profile to review some of my recommendations.
Here are some of the ways I can help:
Financial Planning & Analysis (FP&A)
- Comprehensive financial modeling
- Budgeting
- Forecasting
- Financial analysis
- Cash flow forecasting
- Sales, expense, headcount, capital expenditure forecasting
- Development of KPIs, metrics, dashboards, flash reports, etc.
- Identification of business drivers, trends and variances
Financial Management and/or Oversight
- Hands-on management of all aspects of finance and accounting
- Strategic management of a finance and accounting team
- Weekly / monthly reviews of reports, performance, results
Strategy
- Strategic planning
- Review and evaluation of business models, ideas and investments
- M&A due diligence
Employee Evaluation and Management
- Supervision
- Recruiting
- Evaluation
- Training
Cash Management
- Banking
- Financing
- Cash forecasting
Accounting
- Internal controls
- Policies and procedures
- Clean up of messy accounting records
- General ledger, journal entries and reconciliations
- QuickBooks and other accounting packages
- Revenue recognition
- Financial reporting – P&L, balance sheet, cash flow
Problem Solving
- Identifying problems instead of the symptoms
- Identifying and mitigating risks
- Fixing systems and processes
Relationship Management
- Liaison to attorneys, CPAs, banks, investors, etc.
- Oversight / management of businesses you have invested in
Business Owner Services
- Personal CFO
- Liaison to attorneys, CPAs, banks
Please contact me directly to see how I can help you.
Kris Olsen, MBA, CMA
Olsen Consulting, Inc.
(951) 785-0000
Your Consulting CFO / Outsourced CFO / Fractional CFO / Virtual CFO / Remote CFO / Contract CFO / Part-Time CFO… Actually, I don’t care what you call me. Just call me.
