Jill Tavey
CFO
Wes's Key Strengths
Wes is a seasoned CFO with a proven track record of driving financial success and organizational growth. With extensive experience in building and implementing robust financial models, he has successfully led finance departments through significant growth phases and corporate restructurings.
Raising Capital
Finance & Growth Strategy
Crafting innovative strategies that align financial goals with business objectives.
Corporate Restructuring
Multinational Finance
Financial Reporting & Process Implementation
Establishing clear reporting frameworks and efficient processes that enhance decision-making.
Wes's Key Strengths
Wes is a seasoned CFO with a proven track record of driving financial success and organizational growth. With extensive experience in building and implementing robust financial models, he has successfully led finance departments through significant growth phases and corporate restructurings.
Key Strengths
- Raising Capital
- Finance & Growth Strategy Corporate Restructuring
- Multinational Finance Financial Reporting & Process Implementation
Wes's Key Strengths
Raising Capital
Mastering the art of attracting investment to fuel growth.
Finance & Growth Strategy
Corporate Restructuring
Multinational Finance
Financial Reporting & Process Implementation
Jill Tavey has over 10 years of success in finance for various organizations in many industries, including a strong background in manufacturing. Her ability to negotiate, make and maintain key relationships, and shape strategic direction has helped propel multiple companies through significant growth.
Before joining Preferred CFO, Jill worked on the finance team of a large manufacturing company located in Orem, Utah. In her roles as VP of Accounting, Controller, and Acting CFO, Jill helped initiate partnerships that resulted in hundreds of thousands of dollars in savings, negotiated and closed four debt agreements totaling $24MM, and established the KPIs, pricing models, and financial forecasting that helped support the company’s success.
Jill’s experience includes strategic planning, budgeting and forecasting, raising capital, risk mitigation, audit management, and process improvement.
Jill holds a Master of Accounting from the University of Utah and is a Certified Public Accountant (CPA) and Certified Fraud Examiner (CFE).
Jill's Key Strengths
Strategic Planning
Budgeting & Forecasting
Raising Capital
Risk Mitigation
Audit Management
Revenue & Systems Optimization
Industry Experience
- Manufacturing & Distribution
- Private Equity/Venture Capital
- Healthcare
- Non-Profits
- Government
- Gaming
- Education
- Fraud Investigation
Education & Certifications
- Master of Accounting, University of Utah
- Certified Public Accountant (CPA)
- Certified Fraud Examiner (CFE)
Key Strengths
- Raising Capital
- Finance & Growth Strategy Corporate Restructuring
- Multinational Finance Financial Reporting & Process Implementation
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Scalable Business Model or Bust
