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E-mail: Reynold.Samoranos@gmail.com
Mobile: (925) 490-5130
Strategic CFO Management Consultant with Expertise in Operations, Efficiency | Open to new
opportunities
Professional Summary
I have over 20 years of experience in global financial, operational, investments and business management. I am an
honest, trustworthy, innovative, forward-thinking entrepreneurial CFO COO Executive. My executive career spans
senior- and middle- management functions focusing on leadership, finance, administration, operations and technology.
Throughout my career, I have managed many multi-disciplinary teams performing strategic analyses as well as
personally performing due-diligence into solving daily operational and technology problems. My industry experiences
include Government, Banking, Investment, Real Estate, Consumer Products, Non-Profit and High Tech
Manufacturing.
Skills
Strategic Planning,
Management
Finance
Financial Analysis
Mergers & Acquisitions
Start-ups
Forecasting
Financial Modeling
Strategy
Financial Reporting
Project Management
Due Diligence
Compliance
ERP Integration Solutions
Innovative Operations
Efficiency
Professional Experience
CFO Management Consulting Leadership
San Francisco Bay Area
Founder | Strategic CFO Management Consultant
Attended Networking Events
Researched Industry Leaders
Tracked Industry Trends
Participated in Industry Discussions
Networked CFO Management Consultants
2015 Present
Provided financial and operational management consulting expertise in the form of knowledge, wisdom,
specialty skills, experience and innovation
Created solutions for organization growth and success
Recommend, implement and integrate innovative ERP systems solutions for increased efficiency and use
Provided on time project management leadership on special projects, responsible for planning,
implementation, integration and audits
Managed service or product delivery to clients, including performing analysis and discovery to determine
needs and solutions
Guided clients through a building project, advising on new technologies, identifying risks and opportunities,
developing strategies for optimizing project success
Analyzed the strategic profile of the organization and its environment, advising senior management on suitable
policies, and the effects of policy decisions
Created, presented and executed a strategic plan to implement a business transformation solutions
Identified, developed and executed Clients management plans
Lead team to conduct analysis of client business processes and functional requirements
Oversaw preparation of appropriate documentation to communicate and validate the finding
Managed all Advisors and entire operations for a $600 Million SEC-Registered Investment Advisor (RIA)
Prepared and executed strategic operating plans, budgets and forecasts to grow AUM from $300 Million to
$600 Million in 2 years
Restructured and streamlined non-investment operations, including compliance, marketing, advisor support,
administration and accounting
Raised new capital for all new 3c1 fund launches, private equity and coordinate all operating procedures with
legal counsel and the fund administrator
Led due diligence and hiring of new CTAs, FCMs and Fund Administrator
Managed the finance, accounting, network systems, operations and compliance departments for a $3 billion
international investment management firm
Merged and integrated new financial and operational systems mandated by our new parent company
Supervised the controller, I.T. manager, compliance manager and operations manager and M&A transition
team
Oversaw various international holdings and investment management partnerships of the firm
Prepared financial reports in multiple international currencies, SEC reports and filings
EDUCATION
The University of Chicago | Booth School of Business
Master of Business Administration (MBA), Finance
1984 1986