The myriad of factors that shape a transaction’s upside or its risk resists easy analysis, and it’s in that work where Jeff thrives.
He’s a CFO with 30 years of successful business management and executive leadership experience, including a demonstrated expertise in mergers and acquisitions. From a solid foundation in finance and accounting, he has developed and implemented business growth strategies, with special focus in the areas of capital formation, corporate governance and employee compensation and benefits.
Jeff can distill and clearly communicate complex information to those without financial expertise. He has a strong executive presence and is highly effective in presentations to boards and other stakeholder groups.
As an auditor for ten years with Ernst & Young, Jeff worked with manufacturing, real estate, banking, financial services, insurance and nonprofit clients. At USA Group, he was VP of Finance for the company’s startup ventures, SVP of Corporate Financial Planning and Analysis, and ultimately EVP and CFO. After USA Group’s sale to Sallie Mae, Jeff consulted as CFO for early stage companies and other rapidly growing businesses.
Jeff graduated from the University of Notre Dame with High Honors and is an AICPA and Indiana CPA Society member. He currently serves on Citizens Energy Group’s Board of Directors, chairing its Audit Committee. Jeff also serves as a board member and Treasurer of the Indiana Association for Corporate Growth, an Honorary Trustee and Finance Committee member of the Booth Tarkington Civic Theatre, a member of the Board of Regents and Finance Committee at Bishop Chatard High School, and Chair of the St. Matthew Church Finance Committee. Jeff and his wife are the proud parents of three boys, all Eagle Scouts.