I earned an accounting degree from the highly regarded business college, Bentley University, in the Boston area. Then I entered the business world, working for several years with a regional CPA firm. I have been an accomplished executive for over 30 years in senior management positions as CFO, COO and President. In 2010, I was a Finalist for Tampa Bay’s CFO of the Year. After moving to Florida in 2001, I joined the Association for Corporate Group, an international Mergers and Acquisitions organization, and have served on the Board for over 15 years.
Other than my leadership roles as an EOS Implementer and fractional CFO for various companies, some specific titles that I hold or have held during my career include:
I’ve known John for roughly 20 years, as both a client and briefly as a candidate. John is impressive. He is a detailed and strategic-thinking CFO who can clearly articulate his message to upper management. We have placed several people with John over the years, and all have told us that it was because of him that they took their roles. He is good mentor and a fair boss. John is a hard worker who doesn’t stop until the work is done. He has a diverse industry background and I’m confident he would fit seamlessly into any small to medium size company.
I have known John for many years since he is an active member of the Tampa Bay business community, as am I. He is known locally as a consummate CFO, having worked for many companies locally and in the surrounding areas. I recently had the pleasure of selling a company where he introduced me to the owners, and where he skillfully handled much of the required due diligence to help consummate an incredible outcome. He is a complete pleasure to work with, and I am hoping to work with him again in his current capacity as CFO of a local rapidly growing company owned by a good friend of mine.
I have had the pleasure of working with John Woelfel over the past four years. John’s ability as a CFO demonstrated a deep understanding of his client’s business. His excellence for vision and foresight was instrumental in aligning key financial products and relationships to achieve the overall business plan for the company’s “bigger picture.”
I have had the pleasure of working with John at several companies. In each of those companies, I watched John make subtle changes that truly make a positive impact both culturally and financially. John has the ability to quickly find the deficiencies in companies and bring the solutions that will fill the gaps that are missing.
John was an invaluable addition to our company. We were a family-run business and John couldn't have fit in more perfectly. He was brought in to execute a 5-year exit plan for Millian Aire and without his expertise, we would never have achieved such a great outcome. John is an excellent CFO and is exceptional in his understanding of managing financial topics, operations as they pertain to financial results, long-term strategic budgeting, and maximizing capital resources. John’s communication skills with internal and external associates are exceptional and I have always found him to be well-respected by his peers and associates. I highly recommend considering John for a CFO role in any size company.