CFO PARTNER

Todd Wegner

My focus is to help you develop a deep understanding of the financial structure of your business and gain key insights into the levers that enable growth and stakeholder value.

My experience partnering with managers across various disciplines and industries to achieve financial objectives includes:

  • Strategic finance – evaluating strategic investments, acquisitions and divestitures
  • Business planning – budgeting, forecasting, and cash flow management
  • Business intelligence and performance measurement
  • Business diagnostics – evaluating the core business model, long-term viability, and financial strategy to optimize business profitability and cash flow
  • Streamlining and automation of financial processes

I can help your business and management team adopt the financial discipline and best practices put in place by Fortune 500 companies, by leveraging your existing staff and systems you already own.

I bring over 20 years of proven financial leadership experience, gained as a CFO and VP of finance working with and advising corporations across various industries including telecommunications, distribution, publishing, supply chain and business services. I have in-depth expertise in business acquisitions and post-acquisition integrations, as well as re-engineering business processes to optimize business results, implementing planning and performance measurement systems, and transforming accounting operations.

I joined the Florida CFO Group in 2019 with over 20 years of experience as a CFO, finance VP and consultant. I earned an MBA from the University of Kansas and a Bachelor of Science in accounting from Kansas State University.

Throughout my career, I have led or personally delivered the following:
  • Transforming financial operations into true, value-added business partners, providing business insight and analysis to regional and functional management
  • Leading business negotiations, due diligence, and post-integration planning for acquisitions totaling over $250 million
  • Redesigning sales and use tax compliance processes, mitigating statutory audit risk and successfully recovering a $2.7 million tax refund from the state of California
  • Developing R&D portfolio analysis and reporting, analyzing total company R&D investments by technology, time to market and industry value chain
  • Implementing financial analysis, economic modeling, and competitive analysis to support enterprise-level strategic development across product and services portfolios

Resources

Testimonials

I had the pleasure of working with Todd for over five years at Scholastic. During this time, I was consistently impressed by his strategic mindset while maintaining a commitment for long term financial growth. Todd led multiple projects involving many areas of the business with both a clear vision and great execution. He is incredibly professional, fair and a pleasure to work with. His strong leadership coupled with the ability to see the big picture and execute on the details makes Todd a tremendous asset to any team.

– Mike White, Senior Vice President – Finance & Business Affairs at Scholastic, Inc.

I was Todd's direct manager at Scholastic over the last 8 years. I would recommend Todd without any reservations for an organization looking for a strong financial leader who has experience in business process improvement, finance function transformation and has recruited/developed an excellent team of highly capable professionals reporting to him. In addition, Todd has closed several small acquisitions while at Scholastic, has effectively negotiated vendor agreements and fully appreciates the value that data analytics adds to any financial decision. Finally, Todd is a strong communicator and is someone I would hope to work with again in the future.

– Ken Yamamoto, SVP Corporate Finance at Scholastic, Inc.

I have worked with Todd while he was at Qualcomm. Todd is very talented in managing complex international transactions having many facets to them. Not only Todd is very talented in the M&A space; he's also very pleasant and fun to work with. My observation was also shared by the other team members on these transactions.

– Luc Arsenault, Partner at Moss Adams LLP.

Todd was a great business partner in providing strategic financial analysis of various technology deployments considered by Sprint. His high financial acumen, direct engagement, willingness to challenge the status quo as well as his big picture view allowed many of these analysis to serve as the basis for approval and tactical execution.

– Tom Crook, VP Engineering and Operations, Sprint Corporation.