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Tom McNally

Director
Richmond, Virginia

Tom brings a wide range of experience across multiple industries in forecasting, financial analysis and accounting.  He leverages his experience & CPA to help clients with financial performance analysis, building three statement forecast models, assessing and leading accounting teams, creating long term strategic forecasts and recommending and implementing process improvements.

Tom spent the first half of his career at a rapidly growing public company with experience in accounting, treasury, external reporting and forecasting.  He then transitioned into private and PE backed companies for the second half of his career.  This includes experience as a financial services start-up CFO, CFO of an ecommerce B2B family-owned business and CFO of Private Equity backed consumer product company.

FUNCTION & SPECIALIZATION

  • Interim CFO and Controller
  • Budgeting, modeling and forecasting
  • Cash flow projections
  • Financial systems selection and implementation
  • Financial reporting and dashboards
  • Process improvement

REPRESENTATIVE CLIENTS & PAST EXPERIENCES

  • Capital One
  • Strategic Risk Associates
  • Taradel
  • Koalafi
  • Journey Health & Lifestyle
  • United Methodist Family Services

EDUCATION, LICENSES & CERTIFICATIONS

  • BS, Accounting, University of Richmond, Richmond, Virginia
  • CPA, Virginia

PROFESSIONAL ASSOCIATIONS & COMMUNITY ORGANIZATIONS

  • Virginia Society of Certified Public Accountants
  • Treasurer, Richmond Bluegrass Jam