Jeff Wheatley

CFO | Principal
Expertise: M&A, strategic and operational planning and analysis, business turnarounds, capital raising, cost reduction, profit improvement, and Board of Director reporting.

Jeff Wheatley has more than 30 years of experience in senior financial and operational roles in global companies involved in consumer retail, specialty finance, and managed services.  His areas of expertise include M&A, strategic and operational planning and analysis, business turnarounds, capital raising, cost reduction, profit improvement, and Board of Director reporting. Jeff has also had direct operational responsibility as both a President and Chief Operating Officer in consumer-facing industries.

Working in publicly owned as well as Private Equity backed companies, Jeff has a demonstrated record of leading companies to success in both operational and financial roles.  Jeff thrives in fast-growth, multi-channel consumer businesses where rapid change is part of the operating culture.

Jeff started his career as an Audit Manager at KPMG and has worked with global companies including ARAMARK, DFG Global Corp, and Rent-A-Center.  Jeff has a Bachelor of Science in Accounting from Baker University and is a Certified Public Accountant (inactive.)

 

Video

Podcasts

Investigate – Translate – Transform: The Role of Operational Finance

Business in Philadelphia: Tradition Meets Tomorrow

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