Years of Business Expertise at Your Disposal

Co-Source Solutions is owned and managed by financial professionals who have sat in the same seats as our clients, and understand the challenges and opportunities they are faced with every day.

Members of our leadership team combine deep experience and strong leadership skills with business expertise across many disciplines. Many of our professionals have served as senior executives, directors of internal audit, and Big Four firm partners.

CFO - Big 4 CPA/ Six Sigma Black Belt

This senior financial manager, has played an integral role within Healthcare, Technology, and Defense industries, preparing strategic analysis, streamlining processes, and leading teams of large scale projects. He was the lead for all financial processes and decisions, including, strategic planning and analysis, operations, performance management, budgeting, forecasting, and preparation of company financials. He reduced month end closing by two weeks and saved the company over $1 million, implementing Hyperion financial management reporting systems and initiating product line reporting. As Director of Planning and Reporting, for a large defense contractor, he saved the company over $250 million for an acquisition, as a result of his preparing valuation models, and performing subsequent due diligence work.

Techno-Functional Liason /NetSuite Consultant

This CPA/MBA and former controller transitioned her career into a successful NetSuite consultant. On her most recent project, she worked directly with the implementation team at NetSuite. She acted as the point person where she took the pressure off the controller allowing him to continue the day to day. Her ability to communicate with not only Netsuite but the various departments within the company and build consensus was essential. She has an innate ability to teach, helping get the staff up to speed. She has handled integration and migrations from a variety of systems (including QB's) to Netsuite. She has implemented various modules of Netsuite including: Finance, Procurement, Inventory Management, Supply Chain, Project Management, as well as the implementation of the timesheet and budget process. In addition, she reconciled the financial statements from the previous ERP to Netsuite.

Big 4 CPA/ Controller

This CPA and Series 27 financial professional with over 10 years of hands on experience, with expertise in regulatory reporting, including SEC filings, consolidations of foreign and domestic entities, the acquisition and divestiture of several entities, and strong hands on day-to-day accounting.

Internal Audit /SOX

This financial professional has extensive auditing experience within multiple industries, with a broad professional competency in auditing and controls for automated accounting systems, general audit and accounting functions and trust/operations and systems.

Sales Finance VP

This MBA developed a process to fairly assign $250M in annual sales quotas across 9 teams and 64 sales persons. This was accomplished by identifying how many ATMs each customer had, the age of each, the number of new branches planned and pending or implemented government regulations. This enabled management to determine the potential number of units that could be sold to each customer in a given territory. That data was combined with the experience level of each sales person, to provide an aggressive, yet supported sales quota.

Access/Excel /SQL Expert

With advanced skills in a variety of analytical, financial reporting, and data warehouse packages, this professional has developed several pricing and analytical models which allows management to change pricing and other variables, to see the effect on P&L, marketability, competitive analysis, and a variety of other factors.

P&C Insurance Controller

10 years of experience in accounting, finance, audit, and systems, which includes preparing monthly, quarterly, and annual GAAP and statutory filings, systems implementations and reconciliation’s, internal/agency/ broker audits, etc. He's worked in start-up, run-off, and maintenance environments. In his most recent role, he designed, developed, and implemented an audit program to resolve contractual issues between the agencies, brokers, and the company.

Financial Analyst Sales and Service

This MBA has played an integral role in providing senior management with financial data to guide them with there decision making process. She was responsible for reporting the financial activities of the North American Sales and Service Organizations and reviewing the financial results of the international subsidiaries. She established procedures and designed commission statements and bookings reports for a 45 member sales force within 13 business units. In addition, she created the corporate expense projections and consolidated them with the revenue and expense projections of 11 subsidiaries.

Internal Audit /SOX – Banking

This financial professional has extensive auditing experience, with a broad professional competency in auditing and controls for automated accounting systems, general audit and accounting functions and trust/securities operations and systems. He is thoroughly versed in Sarbanes-Oxley section 404, detail testing, documentation procedures and control matrices. He has also acted as liaison with external auditors and government regulators regarding Sarbanes-Oxley Audit and control reviews.