Our Partners

From turnarounds and P&L management to ERP design and implementation our experienced CFOs deliver critical expertise as you need it.
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Our Services

We deliver CFO services on an as needed basis, including: cash flow, strategic planning & execution, budget & debt management...
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Served Markets

We have in-depth experience, including: healthcare, agriculture, financial services, construction, manufacturing, professional services...
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Our Partners Jay White

Jay White


Jay WhiteAccess to capital and successful acquisitions are critical to growth companies.

I work with my clients to meet these challenges, focusing on helping them with:

  • Foreign & Domestic Lines of Credit
  • Raising Venture Capital
  • Private Placement
  • Issuing Bonds
  • Issuing Stock

I have extensive experience as a CFO or financial executive in high technology, manufacturing, financial service, publishing and textile companies. I have led or participated in the following:

  • Three public stock issues for $24,000,000, $13,000,000 and $4,000,000
  • Two lease portfolios sales for $17,000,000 and $10,000,000
  • A $9,000,000 New Jersey Economic Development Authority tax free bond issue
  • A $5,000,000 refinancing of aircraft
  • A $3,000,000 private placement with an insurance company
  • Raising of $2,500,000 in Venture Capital
  • A $2,500,000 Research & Development Limited Partnership
  • Arrangement of numerous foreign bank lines of credit for foreign subsidiaries

My specialties are:

  • Domestic & International Treasury
  • Budgeting & Strategic Planning
  • Cash Flow Forecasting & Management
  • Leasing Programs
  • Acquisitions & Divestitures
  • Product Line Analysis
  • Business Plans
  • Management of Stock Option & Stock Purchase Plans
  • Tax Planning & Management
  • SEC Reporting

I founded the Florida CFO Group with two other partners in 2010. In addition to my experience as a finance executive, I was a naval officer aboard an aircraft carrier as well as an instructor in the Combat Information Center at Glynco NATTC in Brunswick, Georgia. I earned a Bachelor of Science degree in finance from Florida State University and a MBA from Georgia Southern University.

Professional experience: Turnarounds, High-Growth, Raising Capital, Venture Capital, Financial Management, Stock Offerings, Bond Issues, Mergers & Acquisitions, Strategic Planning, Financial Modeling, Financial Reporting, Strategic Partnerships.

Contact Jay

For an Initial Consultation:

Phone:
813-404-3011

Email:
This email address is being protected from spambots. You need JavaScript enabled to view it.

Testimonial

"Dan Polen was the CFO at Crown Marketing during my six years with this wonderful organization. I had a great working relationship with Dan. I was able to get assistance from the accounting department whenever I had problems with clients that needed answers ASAP. I would recommend Dan for any position. He did his job with intelligence and a sense of humor that made it much easier to get my job done."
Patricia Furda, Customer Service Specialist at Designer Exchange and Designers' Consigner

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