Jeffrey Reese

Financial Leadership & Executive‑Level Advisory

With extensive experience serving as a senior finance leader and advisor, I’ve supported executive teams across government entities, private‑equity portfolio companies, and large enterprises. My work includes budget development, forecasting, cash‑flow modeling, treasury oversight, and financial reporting across multi‑entity, multi‑currency environments. I’ve stepped into deputy‑CFO and interim leadership roles to stabilize operations, prepare for audits, and guide organizations through periods of rapid change.

Financial Modeling, Forecasting & Scenario Planning

I specialize in building advanced financial models that support decision‑making, including ROI analyses, multi‑year forecasts, FEMA‑compliant reimbursement models, lease accounting models, and activity‑based costing frameworks. My models have supported major investment decisions, federal reimbursement strategies, tax software evaluations, and large‑scale budgeting efforts exceeding hundreds of millions of dollars.

ERP & Finance Transformation

I’ve led numerous finance and accounting transformation initiatives for state agencies, public‑sector organizations, and private companies. This includes current‑state assessments, future‑state design, process mapping, requirements gathering, vendor selection, and implementation support across platforms such as enterprise resource planning systems, financial reporting tools, and workflow automation solutions. My work often involves aligning chart‑of‑accounts structures, redesigning reporting processes, and building transformation roadmaps that span multiple years.

Audit Readiness, Internal Controls & Compliance

With a background in audit leadership and risk management, I’ve directed internal audit programs, executed SOX‑based control testing, and built enterprise‑wide risk frameworks. I’ve supported organizations through annual audits, strengthened internal controls, and ensured compliance with federal guidelines, industry standards, and regulatory requirements. My work includes developing monitoring plans, documenting control frameworks, and reducing repeat audit findings through structured remediation.

Government Finance, Grants Management & Federal Compliance

I have deep experience supporting public‑sector organizations with federal funding, including ARPA, CRF, FEMA, and other grant programs. This includes eligibility reviews, budget development, monitoring, reporting, and compliance oversight for programs ranging from small business grants to statewide funding initiatives. I’ve managed and monitored programs involving hundreds of millions of dollars, ensuring accuracy, transparency, and adherence to federal regulations.

Performance Optimization & Operational Improvement

Across multiple organizations, I’ve improved financial performance by reducing days sales outstanding, streamlining AP/AR operations, enhancing revenue collection processes, and strengthening treasury functions. My work often involves analyzing workflows, identifying bottlenecks, and implementing practical solutions that improve efficiency, accuracy, and visibility across financial operations.

Organizational Strategy, Planning & Change Management

I’ve facilitated strategic planning sessions, developed mission and vision frameworks, and supported organizational change initiatives tied to major system implementations. My approach blends stakeholder engagement, process clarity, and structured communication to help teams adopt new systems, embrace new processes, and align around shared goals.

Leadership, Coaching & Team Development

Throughout my career, I’ve led and mentored finance, audit, and operational teams—often during periods of transition or transformation. I focus on building capability, strengthening analytical thinking, and creating environments where teams can deliver high‑quality work with confidence. My leadership style is grounded in clarity, accountability, and steady guidance through complexity.

Technical & Analytical Tools

I bring extensive experience with financial modeling tools, ERP platforms, compliance frameworks, and analytical systems. My work frequently involves Excel‑based modeling, process mapping, requirements engineering, and the use of federal guidelines, accounting standards, and industry frameworks to guide decision‑making and ensure accuracy.