Jeff Severson
www.primaryfunding.com
• Are you a B2B business looking for additional financing?
• Have you been declined by a bank?
• Have customers indicated payment delays?
• Are your accounts receivable efforts taking too much time and stress?
• Do you need reliable short-term cash flow solutions?
• Do you have a lot of outstanding invoices that your clients haven’t paid yet?
• Is the annual revenue of your business between $500,000 - $25 Million?
The stress of owning a business can be overwhelming, especially when you add the challenges of trying to gain access to the financing you need to support your operations and growth.
What would you do if you had access to financing?
• Stabilize and grow
• Increase the production of your products or services
• Hire the employees you need to meet the needs of your clients
That’s where we come in.
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Bernie Smith
KPI Author, Consultant & Trainer, Made to Measure KPIs
Bernie Smith, founder of Made to Measure KPIs, trains and coaches businesses to develop meaningful KPIs and present their management information in the clearest possible way to support good decision-making.
His approach has been adopted by many organisations, including Airbus, HSBC, UBS, Lloyd’s Register, Credit Suisse, Royal Bank of Scotland, LloydsTSB and many others. He has written twenty books on KPIs, regularly tops this category on Amazon and is a frequent key-note speaker on performance measurement.
Earlier in his career, Bernie, who qualified as a professional engineer, worked as a consultant leading teams delivering exceptional operational improvement in blue-chip companies using Lean and Six Sigma approaches. This broad industry experience has given him a unique perspective when it comes to developing KPIs to improve organisational performance.
Bernie lives in Sheffield, UK, with his wife Liz, two children and some underused exercise equipment.
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Ehab Sobhy
Group Finance Manager, Business Performance at AL-Futtaim Real Estate Group.
Ehab Sobhy is an experienced Financial Planning & Analysis (FP&A) Director with over 21 years of finance experience in the field of finance and analytics. With a proven track record of driving profitable business decisions and contributing to company growth, Ehab has become a trusted leader in FP&A.
Ehab excels at developing financial models and performing detailed analyses to identify potential opportunities and areas for improvement. His expertise extends to budgeting, forecasting, and strategic planning.
He has extensive experience in strategic financial planning, financial reporting, financial forecasting, budget management, and team management.
CFO.University is thrilled to share Ehab’s thought leader in the FP&A space with our community.
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Anand Soni
Senior Finance and Commercial Professional
Anand Soni, CPA (USA), CA (INDIA), is a Seasoned Senior Finance and Commercial Professional with more than 25 years of multi-dimensional experience in Managing Group Financial, Commercial and Business Affairs of Diversified Business Units in local and International markets across Manufacturing, Contracting, Construction, Petroleum and Refinery, Property/Real Estate, Retail/ Trading, Investment, Stock Brokerage Business units.
He has worked for organizations like Zubair Furnishings LLC, Muscat, Damac, Al Faraa Group, Al Baker group, Jasco International, Bafco City Space Group in UAE and is currently working as Group CFO cum Member of Executive Committee of M/s AAB Tools group, handling and driving diversified businesses both locally and internationally.
Anand is also a corporate trainer cum financial consultant. He has conducted corporate workshops on various finance, commercial and general management subjects for working professionals and top ownership and is a frequent speaker in the Finance Conferences/ Workshops/Seminars/Summit.
During 2015, he was one of the finalists at CFO of the Middle East 2015 award.
An inspirational quote which drives Mr. Soni in every walk of life:
“As individual, you compete with yourself only everyday, every minute.”
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Jesper Hybholt Sorensen
Co-Founder, Finance Analytics Institute
Jesper Hybholt Sorensen is a Finance Executive who is leading global finance teams for multi-billion-dollar businesses. He has a proven track record of advancing the analytics agenda by utilizing advanced analytics to influence business leaders to make data driven decisions.
Mr. Sorensen is the co-founder of the Finance Analytics Institute (www.fainstitute.com), an educational platform bringing Books, Articles, Research, Benchmarking and its Analytics Academy to help Finance explore data in a new way to discover insight and foresight to unlock endless potential.
Mr. Sorensen is currently the Chief Financial officer at Avaloq. He has also held roles with Oracle, DuPont & IBM. He holds several advisory positions including advisory board member for Aurora Predictions and analytics expert for the International Institute of Analytics.
He holds a Masters Degree in Economics and Management from the University of Aarhus, Denmark. He is a certified Six Sigma Green Belt, and is certified in Risk Management and Strategic Decision Making from Stanford University.
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Stanford University
Graduate School of Business
Thank you Stanford’s Graduate School of Business for allowing CFO.University to use materials from your Corporate Governance Research Initiative.
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Irina Steenbeek
Data Management Professional
Dr. Irina Steenbeek is a data management professional with an extensive financial background. She works with medium-sized businesses on a strategic level, and assists top management in optimizing the decision making processes and company performance, and implementing data management frameworks, supported by an effective set of business capabilities.
Irina has a complementary practical experience in software implementation such as ERP and DWH/BI, business consultancy and control, and data science.
Irina is the author of 2 books: The Data Management Toolkit and The Data Management Cookbook, various white-papers and articles on the topics of data management and its implementation.
Throughout the years, she has worked for global institutions and large- and medium-sized international organizations, and in 2016 she has founded Data Crossroads – a consultancy agency in the area of data management. She has developed a generic data management implementation model applicable for medium-sized companies. The model offers a uniform approach that allows companies to get an effective ‘fit-for-purpose’ data management framework in a short period of time, and allows to save resources and manpower due to an efficient approach.
