Hire a CFO Call us (800) 919-4022
Hire a CFO Call us (800) 919-4022

Sam Olson – Fractional CFO In 60 Seconds

An accomplished CFO with experience in a number of industries, Sam’s experience is focused on being a business partner.
In that role he strives to add value through timely, accurate reporting and insightful analysis and help drive organizational success.
Utilizing his background in large company best practices, he has been able to help reshape challenged companies and early-stage companies to develop strategies for success.

He has demonstrated a proven ability to drive a business either through challenging or expanding times.
He has also demonstrated the strength of being able to simultaneously lead and collaborate with various size teams of employees that have differing proficiencies to cultivate profitable strategies and work amicably to advance changes in strategy that may be dictated by changing circumstances.

Specialist Skills

Budgeting & Forecasting

Collaborate with various levels of management to create budgets that embed an environment where forecasting and updates to current situations are valued, and ultimately provide up-to-date insight on a company’s financial position allowing it to pivot accordingly.

Strategizing

Spearhead strategic planning processes to evaluate, develop and modify business plans that progress, secure, and/or salvage investments.

Increasing Profitability & Value

Establish various cost savings projects through the evaluation of operational processes and their impacts on financial results.

Securing Cash Flow

Investigate, negotiate, and acquire a wide variety of capital opportunities that may be needed as a result of consistently staying on top of day-to–day

Team Building

Engage with all levels of employees in a harmonious manner to create a climate that engenders trust and cooperation in working together.

Track Record Highlights

  • Raised various company funding initiatives: Private Equity (~$100M), New Market Tax Credits & 1603 Funding ($150M), and Convertible Debentures with Warrants ($25M).
  • Managed investment fund portfolio operations and served as CFO of multiple entities in varied stages of development.
  • Negotiated processes involving the merger and sale of a start-up company that ultimately helped mitigate the loss to investors, as well as negotiated the sale of a large company’s non-core division to an International organization that…
  • Secured $21M of Product Liability insurance coverage; the first ever dollar-one policy in the auto industry.
  • Reduced the monthly financial close period from 30 days to 5 days, while scaling down departmental expenses 40%. In streamlining workflow, staff needs decreased from 12 employees to 7 while increasing reporting capabilities.
  • Developed Economic Value Added (EVA) model for use in annual budget, executive compensation decisions, and capital allocation methodologies across business.

Sector Experience

  • Private Equity
  • Manufacturing
  • Retail
  • Automotive
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