Jason Fredrick

Jason’s driving force is helping businesses enhance their value while problem solving and creating economies of scale within the finance practice to support the business objectives. Jason’s background in senior financial management positions provides a depth of experience he can glean from to offer advice.




A senior financial executive who thrives in a growing organization that allows him to utilize his strategic, management, operational, and financial skills to drive results and succeed as part of an executive management team.  Extensive experience in product line and business unit management, due diligence and acquisitions, financial forecasting and modeling, financial reporting, accounting and revenue recognition, capital projects, auditing, income taxes, sales and use and property taxes, cost reduction initiatives, process improvement, team development, and internal controls.   Jason inspires confidence throughout an organization by establishing clear deliverables, ensuring necessary direction is provided, and following through to meet deadlines while communicating clearly every step along the way. Jason can be both focused strategically and tactically simultaneously in order to manage multiple projects and objectives.

Education and Credentials
  • BS in Accountancy, Northern Illinois University
  • MBA, Keller Graduate School of Management
  • MSBFSM (Banking & Financial Services), Boston University
Functional and Specialization
  • Financial Planning & Analysis
  • GAAP & Financial Reporting
  • Financial Modeling & Cash Forecasting
  • Team Development
  • Systems Implementation
  • Due diligence & Integrations
  • Operational Business Improvement
Professional Highlights

Financial lead for multiple buy & sell side transactions including financial modeling, due diligence, and post deal integrations

Re-engineered financial processes (financial reporting, cash forecasting, budgeting, KPIs, compliance) for companies in various industries including, but not limited, to: SaaS, retail, construction, professional services, human capital management, and insurance

Led strategic planning initiatives to launch new business lines in a professional services organization including related capital needs, go to market strategy, and operational performance metrics for hiring and additional investment

Implemented numerous financial & operational systems to improve reporting & business efficiencies

As CFO of a human capital management firm was responsible for all customer master service agreements, all vendor contracts, employment agreements, compensations plans, and performance management tools

As financial lead for a digital marketing business helped a new acquisition create KPIs to measure user engagement, user retention, and monetization of various mobile applications

As Controller of a professional services frim streamlined  cash collections to improve collections by 30% in the first 90 days as well as implemented new procedures to reduce billing cycles from five to three days further improving cash flow

As senior financial executive at a government contracting firm owned by the Carlyle group led all treasury, revenue assurance, audits, corporate taxes, payroll, financial planning & analysis, and launch of a new business line to diversify the business portfolio

As senior financial executive helped an organization consolidate company banking operations across multiple divisions into one global banking operation which allowed the company to secure favorable operating and capital lease facilities to expedite growth and reduce capital expenditures