Jeffrey Mazza

  1. Finance
  2. Microsoft Excel
  3. Chief Financial Officer
  4. Data Analysis
  5. QuickBooks
  6. NetSuite

Maximizing Financial Potential, One Strategy at a Time


Entrepreneurial executive leveraging capital raising expertise and background in corporate finance, investment banking, and operations to fuel growth for private businesses and startups. Visionary growth strategist utilizing business intelligence and market data to identify and capitalize on opportunities to accelerate profitability, including M&A. Mastery in financial planning & analysis (FP&A), strategic partnerships, team leadership, and establishing startup business infrastructure.

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Jeffrey Mazza

Work

Experience

  • CliftonLarsonallen (CLA)

    CliftonLarsonallen (CLA)

    CFO-Greater Chicagoland Office Leader

    Jan 2022 - Jul 2023

    CLA is a top ten public accounting firm specializing in Outsourcing, Audit, Tax, Digital, and Wealth Management. CLA exists to create opportunities for our clients, our people, and our communities through industry-focused wealth advisory, outsourcing, audit, tax, and consulting services. With 7,400 people, more than 120 U.S. locations, and a global affiliation, we promise to know you and help you. For more information visit CLAconnect.com. Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.

    • Drove strategic growth for client CEOs, by implementing forecasting functions, data analytics, KPIs, long-term planning, and streamlining operations to improve efficiencies.
    • Obtained a $350K credit facility for a professional service firm by cleaning up their books and presenting the institution
    • Implemented ASC 842 for four clients to remain GAAP compliant regarding the new lease standard
    • Led the successful sale of a financial client to a PE firm as their Consulting CFO
    • Drove profitability analysis and developed a future business strategy to increase revenue and accelerate growth
  • Second Life Mac

    Second Life Mac

    CFO

    Feb 2020 - Dec 2021

    Second Life Mac is the most experienced Apple device sellback partner for schools and businesses. Second Life Mac delivers experienced advice, trustworthy quotes, strict levels of data security, and a buyback process that is transparent, trackable, and streamlined.

    • Secured a $6M credit facility by reestablishing trust-based banking relationships
    • Generated $4M additional profit by reducing COGS by 4%
    • Boosted profit margins by revamping the procurement process
    • Increased 55% production at warehouse by optimizing processes and facilitating the new VP of Operations hiring
    • Developed policies, procedures, internal controls, and training programs aligned with the organizational vision to continually achieve targeted goals
    • Devised impactful financial strategies to penetrate untapped markets and expand sales channels
  • Acquire X

    Acquire X

    CFO

    Feb 2017 - Feb 2020

    • Secured $10M in funding via efforts during a capital raise roadshow in Kuala Lumpur, Hong Kong, Tokyo, and Dubai
    • Saved $1M by restructuring IT and renegotiating 3rd-party contracts with vendors internationally, including Kosovo
    • Led FP&A, internal controls, risk mitigation, fiscal reporting, and budgeting
    • Established additional capital through a $1M credit facility, while maintaining appropriate debt capacity
    • Achieved ASC 606 compliance for the SaaS revenue recognition model by instituting accounting department standards
    • Developed internal controls and an anti-fraud program for employee training to minimize occupational fraud potential
  • American Association for Accreditation of Ambulatory Surgery Facilities

    American Association for Accreditation of Ambulatory Surgery Facilities

    Director of Finance

    Feb 2017 - Dec 2019

    1980, Quad A (a non-profit, physician founded and led global accreditation organization) has worked with thousands of healthcare facilities to standardize and improve the quality of health care they provide – believing that patient safety should always come first. At Quad A, the goal is simple, to be your go-to provider when it comes to accreditation – always striving to be an effective, efficient, and easy to work with partner that values education, reliability, and communication. We call it the Quad A promise, and it stands at the forefront of everything we do. Our thorough processes, expert surveyors, and consultative approach set us apart from other accreditation organizations – offering clearly defined criteria and scheduling processes so there are never any surprises. QUAD A – Global Accreditation Authority. Patients First. Always.

    • Secured 35% credit line increase, facilitating funding of future acquisitions
    • Reduced costs 6% by implementing process efficiencies and renegotiating vendor contracts
    • Spearheaded initiative with potential to double revenue by adding pediatric dentistry accreditation, which would contribute 10,000 facilities’ worth of new business. Advised on pricing model
    • Prepared for annual audit and collaborated with auditors. Monitored liquidity and financial covenant process
    • • Implemented standards and process improvemenInitiated monthly executive committee calls, built and maintained 3-year forecasting and other complex models