Rich Wojcik, MBA

Chief Financial Officer at Aggregate Haulers
  • Claim this Profile
Contact Information

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

5.0

/5.0
/ Based on 2 ratings
  • (2)
  • (0)
  • (0)
  • (0)
  • (0)

Filter reviews by:

Dikran Yapoujian

I had the opportunity to work with Rich in his leadership capacity as the executive sponsor of the Objectives and Key Results strategic framework implementation at CaptureRx. Rich actively sought out the program to drive alignment across the organization around the company's key priorities and leveraged the toolset to improve the team's execution potential. He was a quick study, rapidly adopting leading practices and becoming an OKRs expert. His decision to implement OKRs saw an immediate ROI and helped the organization drive alignment, prioritization and improved execution.

Sean M. Harrison

Rich Wojcik is an excellent Senior leader. He seeks input from his team to come up with the best solution for the good of the company. He has an energy that brings out the best in those around him. He has a vision for the big picture down the road for all decisions. He is always honest and frank in good or bad situation....with the ability to always maintain a positive attitude and level head. As a boss, he makes you think through your analysis, and will always have a question to follow up, not to test you, but to make you a better version of yourself. He lives the values of compassion, honesty and financial discipline.

You need to have a working account to view this content.
You need to have a working account to view this content.

Experience

    • United States
    • Truck Transportation
    • 1 - 100 Employee
    • Chief Financial Officer
      • Sep 2022 - Present
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Founder
      • Jul 2020 - Present

      Core services include: ★ Finance: Develop financial and cash flow models. Develop and manage KPI dashboards and reporting. Prepare financial, board and investor reporting and present results. Develop processes and systems for activity based and managerial accounting. Supervise accountants and staff. Oversee audit and tax services. ★ Strategic Advisor: Provide counsel on all aspects of clients’ businesses including business model, pricing, sales strategy, strategic execution, corporate structure, operations, HR policies, stock issuance, and capital raise. Interview key hires and participated in Board meetings. ★ Operations: Work with functional teams to develop and implement operational processes and systems and improve efficiency across the organization. Develop data sources, analytics and metrics for reporting for sales and product teams. ★ Capital Raise: Work on fundraising efforts including preparing strategy, presenting to investors, and negotiating terms. Assist in negotiating, due diligence and close of convertible notes, Title III equity crowdfunding, venture debt and equity rounds. Show less

    • United States
    • Construction
    • 1 - 100 Employee
    • Chief Financial Officer
      • May 2021 - Sep 2022

      ★ Successfully established relationships and business partnerships based on trust, experience, and credibility with all internal functions and external executive and team members. ★ Overhauled and centralized the company’s benefits programs to increase employee retention and dramatically decreased future expenses over the next 10-years. ★ Accelerated the accounting close period from 20 days to 5 days. ★ Provided expert leadership and advice that led to the restructure of a company that is now generating a +234% increase in profits. Show less

    • United States
    • Hospitals and Health Care
    • 100 - 200 Employee
    • Chief Financial Officer
      • Dec 2018 - Sep 2020

      ★ Actively sought out opportunities with respects to technology in order to streamline current processes, resulting in significant time savings. This reinforced the finance team’s reputation as trusted experts that leaders wanted to partner with.★ Engineered a new “Clients for Life” program, which formalized the organization’s approach to Client Retention, resulting in various strengthened customer accounts.★ +123% 3Year CAGR increase in owner’s equity since introduction into role of CFO.★ Positive cash flow for first time in history of the organization. Show less

    • Director of Financial Planning and Analysis
      • Feb 2017 - Dec 2018

      ★ Pioneered new financial planning and analytics function including the development of the team and processes from scratch.★ Led the implementation activities for our new cash management process, which resulted in positive cash flow for 1st time.★ Provided integral financial support and direction to the overall business by working with executive members to develop detailed, strategic 3-year plans and action steps.

    • United States
    • Medical Device
    • 700 & Above Employee
    • Financial Leader of Financial Planning and Analysis
      • Apr 2016 - Feb 2017

      ★ Successfully provided expert guidance with regards to directing, planning, and managing the forecasting and budget process.★ Drove collaboration and maintained effective communication between all stakeholders internally and externally, leading to an 25% increase in productivity.

    • Financial Business Leader
      • Feb 2004 - Mar 2016

      ★ Demonstrated diligent financial leadership within the sales operations team which resulted in a 24% CAGR for 12 years.★ Successfully managed capital expenditures that totaled more than $40M and reduced DSO by 25%.★ Executed and led ongoing activities that resulted in new product development teams to generate $13M in product improvements.★ Developed a plan to drive efficiencies through technology and automation across the organization.

    • IT Services and IT Consulting
    • 1 - 100 Employee
    • Sr. Financial Consultant – Consumer Technical Support
      • 2002 - 2004

      ★ Developed World Wide Consumer Technical Support metrics and domestic financial planning and analysis.★ Drove forecast, outlook, and reporting actuals for the Domestic Support Team and interfacing with a number of global cross-functional teams to drive cost reduction initiatives.★ Successfully provided process improvement and performance initiatives and metrics.★ Coordinated executive presentations.

    • Financial Analyst – Finance Planning & Analysis
      • Feb 2000 - Feb 2002

      ★ Developed and implemented sales forecast, special pricing, quotas and commissions for division growing 20% YoY.★ Coordinated and communicated financial planning processes, developing outlooks, forecasts and annual plans to meet 95% accuracy rating.★ Implemented global best practices for planning and analysis.★ Developed and communicated cost incentive programs.★ Coordinated, conducted, and communicated financial analysis to leadership for strategic planning.

    • Sr. Financial Consultant – DAO Finance Supply Chain and Inbound Logistics
      • 1998 - 2000

      ★ Directed maximization plan for key international accounts.★ Pioneered a carrier rationalization plan reducing carrier into a highly functional cost-efficient program.★ Implemented cost accounting models for coordinating, conducting and documenting logistics related financial analysis projects and communicating results.

Education

  • St. Edward's University
    Master of Business Administration (MBA), Accounting and Finance
    1999 - 2001
  • California State University-Chico
    Bachelor's degree, Business Administration and Management, General
    1984 - 1989

Community

You need to have a working account to view this content. Click here to join now