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Skills

  • Business Planning
  • Accounting
  • Accounting Software
  • Finance
  • Financial Analysis
  • Financial Models
  • Financial Reporting
  • Fundraising
  • Investor Management
  • Microsoft
  • Microsoft Dynamics
  • Modeling
  • Negotiation
  • Planning
  • Process Design

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Services

  • Chief Financial Officer

    $75/hr Starting at $500 Ongoing

    Dedicated Resource

    I am expert in preparing business plans, financial models and projections and financial statements for companies. I am proficient with several accounting systems, including QuickBooks and Microsoft dynamics...

    AccountingAccounting SoftwareBusiness PlanningFinanceFinancial Analysis

About

I provide financail support to businesses to make them more efficient, to allow them to obtain financing and sell, when they are ready to do so.

I was born in Liverpool, UK and have lived all over the world. I am an ACA, the British equivalent of a CPA and live in New Jersey USA, approximately sixty miles west of New York City.

My background is in finance: I help companies:

1. Get organized from a financial perspective, enhance controls and make sure they are fully compliant with all the appropriate laws and regulations.
2. Produce financial statements
3. Assist with the development of strategy, goals and tactical plans
4. Prepare business plans and financial projections
5. Raise capital
6. Guide owners through the sale process

I have worked in London, England, New York, San Diego and Atlanta in the USA and Kuwait in the middle east. I have traveled extensively throughout the world on both business and pleasure and have lived, other than England and the USA in Portugal and Aden.

I have worked for companies in the travel, technology, media and banking verticals as follows:

Travel related companies
LBF Travel Inc., CFO (San Diego, CA)
Inntopia Inc., CFO (Stowe, VT)
Alshamel International, (Kuwait City)
Wandrian, Inc., CFO (Waltham, MA)
OneTravel Group, Inc., CFO (Atlanta, GA)
Direct Travel, Inc., Vice President and CFO, (New York, NY)
American Express Travel Related Services, Financial Controller (New York, NY)
Travelmation Inc., Vice President and CFO, (Stamford, CT)

Media companies
tnooz, CEO (Virtual)
PhoCusWright Inc., CFO (Sherman, CT)
IM@mobile (Westport, CT)

Other
Vice President and Treasurer, the BISYS Group, NASDAQ (Little Falls, NJ)
Mountain Travel Symposium
Ernst & Young (London, England)

I have three children and all of them are gamely employed. I love to pay golf and tennis.

Work Terms

I am flexible with working hours and default to the customer. I bill on the 23rd of each month and payment no later than the end of the month.
The best way to reach me is via email, PFerri@PAFerri.com or Skype, Philip.Ferri.