Jeff Wheatley Email & Phone Number
Portfolio Chief Financial Officer
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Jeff Wheatley Location
- Philadelphia, PA, US
Jeff Wheatley Work
- Portfolio Chief Financial Officer @ Portfolio CFO (February 2019 - Present)
- President @ JJW Management Services, LLC (January 2015 - Present)
- Operating Partner @ (January 2016 - Present)
- CFO @ SMART Financial Holdings, LLC (December 2016 - December 2018)
- SVP-Finance; Managing Director - Global Development and Strategy @ (February 2008 - April 2015)
- Executive Vice President - Operations @ (January 2006 - January 2007)
- President @ ARAMARK School Support Services (January 2003 - January 2006)
- President @ (January 2002 - January 2003)
- Chief Financial Officer @ (January 2001 - January 2003)
- Area Vice President @ (January 2000 - January 2001)
- Vice President - Accounting @ (January 1998 - January 2000)
- Various Finance and Accounting Roles @ (January 1988 - January 1998)
- Audit Manager @ (January 1983 - January 1988)
Jeff Wheatley Education
- Baker University
Bachelor of Science
1979-1983
Jeff Wheatley Skills
- Accounting
- New Business Development
- Business Process Improvement
- Budgets
- Strategic Financial Planning
- Executive Management
- Cross Functional Team Leadership
- Management
- P&l Management
- Cash Management
- Business Development
- Change Management
- Business Strategy
- Restructuring
- Financial Modeling
- Income Statement
- P&l
- Sales
- Sales Management
- Corporate Finance
- Operational Excellence
- Leadership
- Sarbanes Oxley Act
- Mergers and Acquisitions
- Forecasting
- Strategic Partnerships
- Financial Reporting
- Risk Management
- Project Management
- Strategy
- Team Leadership
- Strategic Planning
- B2b
- Customer Service
- P&l Responsibility
- Coaching
- Financial Planning
- Due Diligence
- Team Building
- Auditing
- Financial Services
- Contract Negotiation
- Budgeting
- Acquisition Integration
- Finance
- Process Improvement
- Analysis
- Financial Analysis
- Operations Management
Jeff Wheatley Summary
- Jeff Wheatley, based in Philadelphia, PA, US, is currently a Portfolio Chief Financial Officer at Portfolio CFO. Jeff Wheatley brings experience from previous roles at JJW Management Services, LLC, Milestone Partners, SMART Financial Holdings, LLC and DFC Global Corp.. Jeff Wheatley holds a 1979 - 1983 Bachelor of Science @ Baker University. With a robust skill set that includes Accounting, New Business Development, Business Process Improvement, Budgets, Strategic Financial Planning and more. Jeff Wheatley has 1 emails and 1 mobile phone numbers on RocketReach.
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