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5.0

/5.0
/ Based on 7 ratings
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Brian Rodgers, CISM, CDPSE

The peace of mind provided by Shane's services when it comes to understanding your business's financial posture, and opportunities cannot be overstated to a business owner. He gives clarity to the murkiness and helps to customize the product to the individual business owner.

Sergio Montoya, CPA

Shane and his team played a critical role in helping me rapidly expand and scale my finance team with fractional resources, ranging from Staff Accountants to Controllers, to help support the day to day finance activities and integration of a newly acquired business of significant size and complexity. Highly recommend Shane as a trusted, pragmatic, and solutions focused business partner for augmenting finance team capabilities and tackling finance and accounting projects.

J. Hardy Brown

In order for my 69 year old Architectural firm to stay cutting edge we constantly need to evolve to be the best. We don't just need to get things done, we need cutting edge systems in place that make things quick and easy. Shane Bender has been a revolution for us. He is affordable, he is always looking to make things simpler, faster and more efficient and he has. His solutions are tailor made for my industry, my company and for me. Quite simply we are a better more profitable firm because of Shane. I highly recommend his services to anyone reaching for the next level of excellence.

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Credentials

  • Certified Public Accountant
    Texas State Board of Public Accountancy
    Apr, 2001
    - Oct, 2024

Experience

    • United States
    • Business Consulting and Services
    • 1 - 100 Employee
    • Founder
      • Jan 2016 - Present

      Bender CFO Services provides finance and accounting services for small businesses such as: - Financial Forecasting & Modeling - Financial Reporting & Analysis - Expense Review and Management - Accounting Staff Training and Supervision - Strategic Planning and Consulting - Financial Process Improvement and Controls Our services allow you to focus on running your business without the need to hire full-time accounting staff such as Accountants, Controllers, or even a CFO. Bender CFO Services is not a CPA Firm. Key Accomplishments over my Career • Managed financial budget as revenue increased 35% a year on average for 5 years. • Involved in due diligence and merger & acquisition transition work, which required numerous forecasts of revenue and expenses. • Developed financial models involving revenue, P&L, Balance Sheet, Statement of Cash Flows, and other Key Performance Indicators for many different companies and industries. • Successfully managed Range Online Media through their first financial audits. • Helped create a new quarterly business review process for all members of the senior leadership team. • Implemented a Corporate Performance Management System, used by Executives and Finance. The system consolidated data from the accounting system, payroll, time system and revenue forecasts to compile monthly P&L and revenue reports, assess client profitability, and staff planning. • Led a Billing System upgrade to improve accuracy, efficiency and reliability. • Accounting System implementation from QuickBooks to Microsoft Dynamics SL. Show less

    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Advisor | Financial Planning & Analysis
      • Jun 2015 - Nov 2015

      Provided financial planning and analysis services for families and individuals. Provided financial planning and analysis services for families and individuals.

    • United States
    • Advertising Services
    • 1 - 100 Employee
    • VP Finance | Controller | Financial Planning & Analysis
      • May 2014 - May 2015

      Implemented and updated a financial rolling forecast model with Income Statement, Balance Sheet, Statement of Cash Flow and key financial ratios. Maintain the banking relationship, which involves operational banking services, financing, and cash management. Review and/or create contracts with clients and vendors. Supervise Accounting & Finance Team. Selected Accomplishments: • Involved in development and project management of a Strategic Plan with goals, tactics, and tasks. • Streamline and improve Client Reporting by developing a consistent process and improving the accuracy and presentation of the reports. • Developed a contracts process, which enhances communication and ensures proper billing and revenue recognition. Show less

    • Director of Financial Planning & Analysis | Controller
      • Sep 2008 - May 2014

      Analyzed internal revenue by client and service line forecasts, staff planning, and P&L forecasts each month and compared to budget. Communicated financial results through monthly meetings, quarterly business reviews, and corporate reporting. Provided quarterly financial forecasting and client profitability reporting to Corporate using SAP BPC. Selected Accomplishments: • Helped create a new quarterly business review process for all members of the senior leadership team. • Project Manager of an 8 week discovery project to assess our current data and reporting infrastructure and worked with a team of consultants to assess problems and solution recommendations. This project involved interviews with over 80 people in Client Services, Business Development, Finance, IT and Strategy. I worked to assess benefits and costs, break-even point, and a three-year Profit/Loss of the potential project. • Implemented Prophix, a Corporate Performance Management System, used by Executives and Finance. The system consolidates data from the accounting system, payroll, time system and revenue forecasts to compile monthly P&L and revenue reports, assess client profitability, and staff planning. • Led a Billing System upgrade to improve accuracy, efficiency and reliability. This upgrade consisted of combining two systems, improved maintenance, added import functionality to our GL, and added new entry screens and reports for over 100 users. • Accounting System implementation from QuickBooks to Microsoft Dynamics SL Show less

    • Controller | Financial Planning & Analysis
      • Aug 2005 - May 2011

      Helped manage significant revenue and billings growth, which resulted in continual process improvement and change management. Performed monthly financial reporting, analysis, reconciliations, client billing and collections, accounts payable and cash management. Created and updated a financial forecasting model and provided financial updates to Executives and Advisory Board Meetings. Managed three accounting staff and additional contract employees and administrative staff. Assessed insurance benefits plans on an annual basis to keep premium increases manageable with good employee benefits. Selected Accomplishments: • Managed financial budget as revenue increased 35% a year on average for 5 years. • Involved in due diligence and merger & acquisition transition work, which required numerous forecasts of revenue and expenses. Range was acquired in September 2008. • Submitted corporate financial reports (actual results and forecasts) to the publicly traded parent company – Aegis Group. • Successfully managed the company through their first financial audits of FY 2004-2007. Show less

    • Mechanical Or Industrial Engineering
    • 1 - 100 Employee
    • Assistant Controller | Financial Planning & Analysis
      • Jun 2001 - Aug 2005

      Prepared the monthly, half year and year-end financial reporting package for our parent company (UK-based). This included income statement and balance sheet financial accounting and forecasting. Managed an 18-month rolling forecast that was revised on a monthly basis. Managed treasury activities including daily cash flow and forecasting, bank reconciliations, communications with bank personnel and implementation of process changes. Managed five people within the Finance group. Selected Accomplishments: • Implemented budgeting software (Prophix), which improved internal reporting and yearly cost center budgeting. Created budgets that involved over 60 different branches and cost centers. • Discovered historical revenue correlation to telecommunications industry, which helped in revenue forecasting and strategic analysis. • Helped implement and provide reporting services for the Cognos Reporting platform. • Involved in the implementation of the Concur Expense Reimbursement system. Show less

    • Brazil
    • Construction
    • Assistant and staff external auditor
      • Sep 1999 - May 2001

      Provided auditing services for clients ranging from different sectors including financial services, public services, manufacturing, retailing and distributing. Interviewed clients to gain an understanding of key company processes and internal controls. Conducted detailed test work on important financial statement balances. Provided auditing services for clients ranging from different sectors including financial services, public services, manufacturing, retailing and distributing. Interviewed clients to gain an understanding of key company processes and internal controls. Conducted detailed test work on important financial statement balances.

Education

  • Baylor University
    MBA, Accounting
    1998 - 1999
  • Baylor University
    BBA, Accounting
    1994 - 1998

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