Bio:
I believe in Servant Leadership. I believe in The Golden Rule. I believe in People Development. I believe in Giving Back.
As a dedicated financial leader, I specialize in empowering entrepreneurs and small to mid-size companies by providing expert CFO services and strategic advisory. My approach goes beyond the numbers—it’s about building sustainable growth and fostering success through a people-first philosophy rooted in servant leadership.
With a passion for guiding business owners and executives, I strive to simplify complex financial landscapes and equip leaders with the tools and insights they need to thrive. I understand the challenges entrepreneurs face and work as a trusted partner to help them navigate opportunities, mitigate risks, and unlock their full potential.
Professional Experience:
Conger Construction Group – Lebanon, Ohio – 2015-2024
- CFO- (2019-2024)
- $45-140MM Annual Revenue
- Responsible for providing leadership and oversight to all aspects of Accounting and Finance while driving informed financial decisions that impact and support organizational planning, growth, and scaling.
- Controller- (2015-2019)
- $45MM Annual Revenue
- Lead the organization’s Accounting and Finance initiatives along with managing Information Technology, Human Resources, and Treasury while reporting directly to the company owners (CEO and President.)
Zanett Commercial Solutions – West Chester, Ohio – 2006-2015
- Executive Director of Finance and Operations- (2014-2015)
- $55MM Annual Revenue
- Led organization’s Operational team (Finance, Accounting, HR, and Recruiting) and streamline processes and procedures that meet the corporate objectives. Continue reporting directly to the parent company CFO while having dual responsibility to Zanett Commercial Solutions’ President.
- Director of Finance- (2012-2014)
- $55MM Annual Revenue
- Directed and managed all Accounting activities and systems as well as all FP&A processes and procedures. Provided and implemented cost savings strategies and processes, reporting directly to the CFO. Efficiently directed highly skilled managers to continue building a top tier finance organization.
- Controller/Treasurer- (2008-2012)
- $50MM Annual Revenue
- Managed all accounting processes and procedures as well as managed the company ERP system. Provide Treasury services for parent company, Zanett Inc., reporting directly to the CFO. Analyzed monthly and quarterly financial results, forecasts, budgets, and strategic plans. Developed high performing accounting and finance teams to achieve established objectives.
- Accounting Manager- (2006-2008)
- $40MM Annual Revenue
- Directed accounting functions for Zanett Commercial Solutions. Designed financial reports and performed variance analysis. Developed variable compensation models company wide. Developed a highly skilled finance and accounting support team.
- Accounting Analyst– (2006)
- $35MM Annual Revenue
- Developed financial analysis, balance sheet reconciliations, and month end closing schedules approved by the Controller and Director of Finance.
Services Offered:
- Strategic Planning and Growing/Scaling Organizations
- Relationship Management with Key Stakeholders: Banks, Lawyers, Auditors, Tax, Insurance, etc.
- Cross Functional Leadership and Partnering: Marketing, Sales, IT, HR
- Budgeting and Forecasting Alignment
- Business Intelligence and KPI Development and Implementation
- CAPEX Investment
- Succession Planning
- Software Evaluation and Implementation
- Process Improvement
- Financial Statement Preparation and Variance Reporting
Industries of Experience:
- Construction
- Construction Technology
- Startup Construction
- IT Consulting
- Small Manufacturing
Resides in:
- Lebanon, Ohio
Interesting Fact:
I believe in Servant Leadership. I believe in The Golden Rule. I believe in People Development. I believe in Giving Back.
At home, my life is all about family and creating a warm, lively atmosphere. I have two daughters and a son, and I’ve been married to my high school sweetheart for over 20 years. Our house is full of energy, with two dogs, a cat, and a lizard adding to the fun. I love spending time with friends and family—it’s those moments of connection and laughter that truly make me happiest.
Ready to connect to an Accounting Professional to help your business? Click the button to start a conversation with Jeremy!