CFO Shield was founded to help small business owners protect the business they have created and to foster growth.  Small business owners are faced with many challenges and CFO Shield is here to help meet those challenges.


CFO Shied is led by Fred Tate who is an experienced Finance and Operations Leader with a solid background in building and leading Can-Do Cultures that drive Top Line & Bottom Line Growth. His mentorship and collaborative team building style directly contributes to organizational success and earns both trust and respect from clients, executives, staff, and peers. 
✔ Managed Operations for global team of +85 
✔ Responsible for Global P&L of 480M+ Premium annually 
✔ Key advisor to senior management 
✔ Completed Eclipse & SAP ERP Conversions 
✔ Developed a series of creative incentive plans 

With imperfect or incomplete information, CFO Shield has the creativity to figure out the missing parts, envision the solution, create the strategic/tactical plan and implement actions that delivers the successful end game. 

If you are in need of financial support on:
✔ P&L Management
✔ Maximizing Profitability
✔ Optimizing Cash Flow
✔ Creating Business Plans
✔ Creating Financial Projections
✔ Optimizing Business Operations
✔ Financial Analysis & Business Intelligence
✔ Creating an Exit Strategy

Contact Fred Tate
☎ Call +1-817-873-5045,
✉ fred @ cfoshield . com 
www.cfoshield.com

Gallup StrengthsFinder ★ Achiever ★ Learner ★ Arranger ★ Responsibility ★ Individualization

Skills and Expertise: Budgeting & Forecasting | Consulting | Financial Reporting | Cash Flow Optimization | P&L Management | Operations Management | Accounts Payable | Accounts Receivable | Business Planning | Financial Analysis | Outsourcing | Process Improvement | Accounting Systems & Controls | Customer Service | Multi-Unit / Multi Location | ERP Implementation | Personnel Management | Pricing Strategies | Excel / Expert User | Risk Management | Creator of Sales Compensation Plans | Strategic Planning



CFO Shield

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CFO Shield

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Teams

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