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Strategic CFO™ Team

Strategic CFO™ always provides service with quality in mind. Likewise, Strategic CFO™ seeks quality talent. Meet the Strategic CFO™ team below and learn how Strategic CFO™ can meet your specific needs.

  • Become a Strategic Thinker
  • Create Organizational Value
  • Go Beyond the Numbers and LEAD
  • Join the Few Who Know How to Get Things Done
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Dan Corredor
President of Strategic CFO™

CPA, CVA & Bilingual

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Cyndi Dinh
Managing Director at Strategic CFO™

MBA & Bilingual

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Oscar Pinotti
Managing Director at Strategic CFO™

Chartered Accountant & Bilingual

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Stacy Walker
Director at Strategic CFO™
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David Nilsen
Director at Strategic CFO™
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Jaime Bernal
Director at Strategic CFO™
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Horace Calasara
Director at Strategic CFO™

MBA

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Carol Manley
Accounting Manager at Strategic CFO™

MBA

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Ed Perez
Sales & Business Development Director at Strategic CFO™

Bilingual & EMBA

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Innocent Msemburi
Financial Analyst at Strategic CFO™
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Elizabeth Orms
Marketing Specialist at Strategic CFO™
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Juan Vargas
NearSourcing™ Accounting Solutions

Bilingual & Chartered Accountant

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Alejandro Icazbalceta
NearSourcing™ Accounting Solutions

Bilingual & Chartered Accountant

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Juan Ramiro
NearSourcing™ Accounting Solutions

Bilingual & Chartered Accountant

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Scotch
Special Pawjects Manager
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Jim Wilkinson
Founder

Strategic CFO™ founder

Jim Wilkinson founded Strategic CFO™ in 1999 after identifying a gap in the marketplace for his skills and expertise. Over the last 18 years, Jim built up Strategic CFO™ to the successful company we know today. Strategic CFO™ team continue to building his legacy.

Read more about our founder, Jim Wilkinson, here.

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Dan Corredor

President at The Strategic CFO

[email protected]

o. (832) 710-3105

m. (713) 501-7481

Dan Corredor acquired The Strategic CFO in 2017, following the death of the Founder and former President, Jim Wilkinson. Dan knew Jim since the mid-1990s and followed the development and success of The Strategic CFO, LLC. Furthermore, with a similar background as Jim, it was obvious that Dan was the perfect fit for the firm as our leader.

With 30+ years of total experience, Dan’s expertise includes the following: mergers and acquisitions, due diligence, post closure business integration, operational and financial restructuring, accounting efficiencies, working capital and cash flow management. His experience also includes dealing with business owners and private equity groups. In addition, Dan has extensive international operational experience, which includes over 10 years working with companies in Latin America and consulting in Turkmenistan. Dan’s experience also includes working with lenders, bond holders and presenting to ratings agencies.

He has held multiple CFO positions and was promoted twice to President & CEO. In addition, Dan has sat on boards as an internal board member and external board member.

Prior to acquiring The Strategic CFO, Dan was consulting for five years. Before that he was President & CEO of a regulated water utility, which was a company that required operational and financial restructuring after experiencing a crisis. Prior to that Dan was promoted from CFO to President & CEO at a Japanese owned Petrochemical company. Dan’s Latin American experience includes both working as CFO for a large publicly traded water utility in Mexico for 4 years and 6 years with two large publicly traded oil and gas field service companies in financial executive roles.

Dan Corredor’s career has had many focuses, but his core professional competencies include the following:

  • Operations and Operational Restructuring as President & CEO
    • Chapter 11
    • Significant experience in M&A
    • Managed numerous M&A transactions both in the US, Japan, and in Latin America for large public companies
    • Managed complex relationships with boards, shareholders and management
    • Crisis management
    • Complex negotiations with lenders, bond holders and ratings agencies

While Dan Corredor has worked with clients in many different industries, the following industries are those that he’s spent the most time working in.

  • Construction
  • Industrials & Manufacturing
  • Oil and Gas Exploration & Production
  • Oil and Gas Services
  • Petrochemical
  • Regulated Utilities

University of Houston
B.S., Accounting

  • Certified Public Accountant
  • Certified Valuation Certificate
  • Bi-Lingual (English & Spanish)
  • Opportune LLP (Director in the Restructuring Group)
  • Southwest Water Co. (JP Morgan portfolio company)
  • Chusei USA, Inc. (Private Japanese owned)
  • Azurix (Enron)
  • EVI Oil Tools (Weatherford)
  • Sperry Sun Drilling
Book an Online Consulting call with Dan Corredor

Cyndi Dinh

Managing Director at The Strategic CFO

[email protected]

o. (832) 710-3105

m. (281) 685-3250

Cyndi Dinh has over 18 years of experience in many key Finance and Accounting positions. Prior to joining The Strategic CFO, Cyndi was the Controller for a publicly traded oil & gas service company for 6 years. In this role, Cyndi was responsible for month-end close, financial reporting, budget versus actual reporting, SOX compliance, internal/external processes and audit, payroll, training and developing team, tax reporting, software implementation, implementing process and procedures, among other ad-hoc projects.

Prior to this role as a Controller, Cyndi spent some time during her career as a Consultant. She worked for various clients providing outsource Controller and CFO services, assisting clients including business owners and private equity groups with mergers and acquisitions, working capital, business integration, accounting efficiencies, cash flow, trend analysis, financial reporting, due diligence, client prepared schedules required for audits, creating policies and procedures, budget reporting, inventory physical count for audit purposes, among other projects.

Further, Cyndi has approximately 6 years of public accounting experience of which some of it was in Manhattan, New York. Cyndi performed functions in audits, reviews, and compilations. She also provided various services for small to mid-size companies such as bookkeeping services, financial statement reporting, training personnel, accounting assistance on a turnaround management project, cash flow management, tax filing procedures for S-Corps, Trusts, & Individual returns, among other projects.

Cyndi Dinh’s career has had many focuses, but her core professional competencies include the following:
  • Financial Reporting
  • Budget & Forecasting
  • Month-end Close
  • Payroll
  • Tax
  • Training & Development
  • Audit and SOX Compliance
  • Software Implementation
  • Oil & Gas Services
  • Manufacturing
  • Non-profit
  • Retail
  • Construction
  • Petrochemical
  • Professional Services
University of Houston Masters of Business Administration in Accounting Bachelor of Business Administration in Finance
  • Bi-Lingual (English & Vietnamese)
  • KLX Energy Services
  • Global Stainless Supply, Inc.
  • Outsourced Financial Services
  • PKF of Texas, P.C.
  • ERE, LLC
Book an Online Consulting call with Cyndi

Oscar Pinotti

Director at The Strategic CFO

[email protected]

832-866-4246

Oscar Pinotti started his career in Cordoba Argentina as a chartered accountant working in a public accounting firm where he was introduced to a portfolio company; Weatherford International. Weatherford is a publicly traded company in oil and gas services, and at its peak was a $13 billion company. Oscar started his career at Weatherford 22 years ago and had progressive growth leading to senior roles internationally around the globe. His responsibilities included working with P&L operational leaders, SOX reporting, transforming supply chain and leading transformational changes as the leader of the Weatherford Service Center. Oscar’s direct responsibilities consisted of $3 billion in operational revenue.

Oscar joined SCFO Consulting LLC to lead some of the firm’s more complex and larger projects. He has successfully worked as a consultant with middle market companies and with court appointed Receivers resolving complex operational issues. Oscar brings the expertise of working in complex multi-billion-dollar organizations that have various fires burning at once. His patience and leadership to handle resolution in complex situations is a great asset to our firm.

  • Mergers and Acquisitions​
  • Business Integration​
  • Financial & Regulatory Reporting ​
  • Financial Advisory Services​
  • Internal controls ​
  • International accounting​
  • Financial modeling ​
  • International multi-site manufacturing 
  • Public Accounting​
  • Manufacturing​
  • Energy
  • Universidad Nacional de Cordoba – B.S. Accounting​
  • Universidad Belgrano Bueons Aires – Masters Management​
    • Chartered Accountant​
    • Bilingual Spanish/English
  • Weatherford Service Center – Sr. Director
  • Weatherford – V.P. Controller Westerm Hemisphere
  • Weatherford – Director Supply Chain Middle East and Africa
  • Weatherford – Regional Accounting Latin America
  • Oechsle & Co – Public Accounting

Stacy Walker

Director at the Strategic CFO

[email protected]

832-866-4246

(m) (713) 516-4784

Stacy Walker is a Director at the Strategic CFO. Stacy started her career in Internal Audit then transitioned to Finance and Accounting. She has more than 15 years in a Controller or Regional Controller role managing all departments including AP, AR, Payroll, Treasury, Accounting and Financial Reporting and has been instrumental in Mergers and Acquisitions on the Buy and Sell side. Stacy has managed various audits including financial, 401K, sales tax and 1099 audits and various projects and implementations. She has also experience with budgeting, forecasting, and analysis and served as a committee member on the 401K Committee and the Health Care Benefits Oversight Committee.

  • Multi Location Accounting
  • Business Integration
  • Internal Controls
  • Financial Analysis
  • Retail
  • Transportation
  • Banking
  • Texas A&M University – BBA Accounting
  • CPA (TX)
  • Fiesta Mart – Controller
  • Velocity Express – VP Finance, Regional Controller
  • Prime Bank (Acquired by Wells Fargo) – Internal Audit

David Nilsen

Director at The Strategic CFO

[email protected]

832-866-4246

David Nilsen is a Director with The Strategic CFO with over 30 years of experience in financial management roles with a variety of organizations. David started his career in public accounting and has held accounting manager and controller roles with organizations both small and large. He is a results-driven and analytical accounting and finance leader with extensive experience in reporting, financial management, strategic planning, cost/budget analysis, forecasting, process improvement, inventory management, accounts payable and receivable, benchmarking, performance management, compliance and regulations, and auditing.
  • Financial Management and Reporting
  • Full Cycle Accounting
  • Planning and Budgeting
  • Forecasting
  • Consolidated Reporting
  • Data Analysis and Management
  • Manufacturing
  • Engineering Services
  • Private Equity ​
  • Consulting
  • Oil and gas​
  • Beverage

Texas A&M BBA Accounting & Finance

  • Certified Public Accountant
  • ​BSC Forensic Services, CFO/Controller
  • Safety Automation Technology, Controller
  • Tideland Signal Corporation, Controller
  • Teledyne Geophysical Instruments, Assistant Controller
  • Sterling Vineyards, Accounting Manager
  • PWC, Auditor
Book an Online Consulting call with David Nilsen here

Jaime Bernal

Director

[email protected]

m. +52 (55) 6709 8708

With 25+ years of total experience, Jaime’s expertise includes the following: CAPEX, Banking, Financing, Financial Planning, Rolling Forecast, Costs (traditional and ABC), Lean Mfg, Inventory, A/P, A/R, Fixed Assets, Investment Analysis (ROI / TIR), Internal Control, Policies and Procedures, Treasury, Collections, Implementation of ERP’s such as SAP – JDE – BPCS – SUNSYSTEMS – SAGE 400, QUICKBOOKS working with Mexican, Canadian and American companies. Jaime has held multiple Controller positions and was promoted twice to CFO.

Jaime Bernal’s career has had many focuses, but his core professional competencies include the following:

  • Implementation of Internal Control System under SOX law as Controller
  • Implementation of Cost Controlling System
  • Implementation of Inventory Controlling System
  • Significant experience in budgeting and forecasting systems
  • Implementation of ERP’s in Mexican, American and Canadian companies

While Jaime has worked as Corporate Controller and CFO in many different industries, the following industries are those that he’s spent the most time working in. 

  • Construction
  • Industrials & Manufacturing
  • Oil and Gas Exploration & Production
  • Mining Exploration and Extraction
  • Pharmaceutical
  • Automotive
  • Agrochemical
  • Real State
  • Wine
  • Food
  • Retail

Instituto Politecnico Nacional (Mexico City) – Accounting

Instituto Tecnologico Galo (Mexico) – Business Administration

  • Bi-Lingual (English & Spanish)
  • Energold Drilling Corp. (CFO)
  • Grupo Auge (CFO)
  • Grupo Dragon (Corp. Controller)
  • Panamerican Silver (Operations Controller)
  • Pfizer (Controller)
  • Hitchiner MFG (Controller)
  • Pharmacia & Upjohn (Cost Accounting Manager)

Horace Calasara

Director at Strategic CFO™

[email protected]

(o) 832-886-4246

(m) 713-885-4211

Horace is an experienced accounting and finance professional with a Master’s degree in Business Administration (MBA). He has worked in various roles and positions that include Director, Interim Controller, Corporate Accounting Manager, Sr. Corporate Accountant, Sr. Accountant, Corporate Accountant II, and Auditor.

Horace’s experience includes accounting and financial assistance through process review and documentation, team building, and project assessment and completion. He has experience creating financial models for corporate financial reporting, assisting with new acquisition and reconciliation processes, constructing backlog forecasting templates, preparing customer and market analysis, and managing the corporate function for public companies and private equity funded project development and operations. The majority of his experience has been supporting companies with global operations. In addition, Horace has experience in audit preparing financial statements and assisting with the completion of SEC filings.

  • Finacial Modeling  
  • Financial Reporting & Forecasting  
  • Month-end-Close 
  • Budgeting  
  • SOX Compliance  
  • International/Intercompany Accounting 

University of Houston-Victoria (June 2014 – December 2016)  

Global MBA – Accounting 

  • CPA Eligible 
  • Completed supplemental courses in business management and entrepreneurship, with topics including marketing, finance, competitive strategies and market assessment 

University of Houston-Victoria (May 2010 – May 2013)  

  • Bachelor of Business Administration – Accounting 
  • Dean’s List Spring 2011 
  • Manufacturing  
  • Energy 
  • Industrial 
  • Import/Export
  • Retail
  • Public Audit Services
  • Drilling/Mineral Exploration
  • Water Management
  • Endeavor Energy Holdings LLC 
  • Unique Industrial Product Co 
  • Rawson/Eriks North America 
  • LBB & Associates Ltd., LLP 
  • Layne Christensen Company 

Carol Manley

Accounting Manager at The Strategic CFO

[email protected]

o. (832) 710-3105

m. (281) 795-4336 

Carol Manley has over 11 years of experience in accounting in the oil and gas and construction industries. Her experience includes financial analysis and forecasts, month/year-end closing, internal controls, leading and mentoring staff, active involvement in software implementation, and as liaise with external auditors. Prior to working in these industries, Carol has worked as a Plant Chemist in an environmental laboratory, followed by her experience as an entrepreneur where she co-founded three full- service restaurants. As co-owner, she was involved in all aspects of management as well as the bookkeeping and payroll. She also worked briefly as a tax consultant in the 2018 tax year, performing tax returns for individuals. Her accounting software experience is with Quickbooks and Microsoft Great Plains.

Carol Manley’s career has had many focuses, but his core professional competencies include the following:
  • Financial analysis
  • Forecasting
  • Internal Control
  • Month/Year End Close
  • Payroll
  • Software Implementation
The industries Carol Manley has served include the following:
  • Energy
  • Restaurant
  • Oil & Gas
  • Construction
University of Houston – Victoria
  • MBA focus in Accounting
University of Houston – Downtown
  • BBA focus in Marketing
  • Reliant Energy – Plant Chemist
  • Manley’s Restaurants – Owner/Manager
  • Clover Tool Company – Accounting Manager
  • Gray & Green Laboratory Systems – Accounting Manager

Eduardo (Ed) Perez

Sales & Business Development Director

[email protected]

(o) 832-886-4246

(m) 832-282-1110

Ed has over 30 years of experience in international finance, corporate treasury management, wealth management, investment banking, private equity, and private corporate development. He is a senior executive and investor in international private equity firms, and his expertise is mainly with institutional or ultra-wealthy family offices. He possesses specialized skills in business growth, fund development, and client relations with an emphasis on financial debt-to-equity structures, and M&A. He has global experience in real estate, energy, and aviation industries. He also has extensive experience at the CXO global level in negotiating and executing agreements, financial analysis, implementation of budgets, and compliance. Throughout his career, Ed has achieved significant business development success in the Middle East, Asia, Europe, and Latin America.  

  • Domestic & International financial business advisor 
  • Business development captial project funding  
  • Private Equity  
  • M&A  
  • Institutional treasury management
  • B.S Universidad Nacional Autónoma de México  
  • EMBA Rice Business – Jones Graduate School of Business 

Northwestern University – Kellogg School of Management Executive Management, Venture Capital 

  • Financial Services 
  • Family Office  
  • Energy O&G 
  • Aviation  
  • Renewable energy  
  • Industrial other 

Innocent Msemburi

Financial Analyst

832-866-4246

(m) (346) 308-0047

Innocent Msemburi is a self-motivated Financial and Accounting professional with broad experience in financial modeling, financial and accounting analysis as well as investment analysis. He is a dedicated and innovative individual who enjoys bringing solutions to challenges especially where there is need for analyzing/researching, reporting & forecasting data to support an entity’s business. Innocent employs robust Excel skills for financial modeling, data manipulation and data validation, variance analysis & financial performance analysis while utilizing GAAP to present best practices and changes that are at par with accounting and financial international standards.

Before acquiring a bachelor’s degree in finance & accounting, Innocent worked as a business consultant at Smit and Cole Consultancy in South Africa from 2004 to 2007. His experience spanned designing business plans, assessing KPIs and conducting feasibility studies. He successfully assisted six small to medium enterprises acquire start-up capital from banks and also from venture capitalists.

After completing his full-time university studies in 2011, Innocent was hired by the Director of Investment Solutions to conduct investment research and analysis on different investment portfolios which included equities of JSE listed mining, logistics, pharmaceutical companies as well as short-term & long-term insurance companies.

In 2012 to 2017, Innocent became a Financial Analyst for Open Symmetry Group. With his wealth of experience in financial analysis, he performed budgeting and financial forecasts for different companies in various industries. He worked on different projects conducting due diligence and data analysis in which he successfully led two media projects. He has also handled accounting work which brought a good balance to his career making his business aptitude and financial acumen scalable across several industry markets. He joined The Strategic CFO in 2018 as a Financial Analyst.

  • Financial Modelling
  • Financial
  • Analysis
    Accounting Analysis
  • Investment Analysis
  • Mergers and Acquisitions
  • Data Validation
  • Interpreting Financial Statements & Metrics
  • Variance Analysis & P/L Impact reports
  • Financial Services
  • Investments
  • Manufacturing
  • Oil & Gas
  • Logistics
  • Media
  • Information Technology
  • Real Estate Construction
  • Consulting
  • BBA Finance & Accounting (Bachelors)
  • SAIFM Investments
  • SAP B1
  • Smit and Cole Group (Business Consulting Firm)
  • Investment Solutions (Investment Wing of Alexander Forbes)
  • Open Symmetry Group (Consulting South African Company)

Elizabeth Orms

Marketing Specialist

[email protected]

832-866-4246

Elizabeth is a recent graduate from Texas State University where she earned her B.B.A. in Marketing. She recently made the move from Austin, TX to Houston where she began her career as TSCFOs Marketing Specialist. Driven by her desire to learn and gain experience in the marketing world, her goal is to take the SCFO brand to the next level by enhancing its online infrastructure and presence. Elizabeth has been a great asset to the team thus far, undertaking a large-scale website renovation project within her first few weeks and modernizing the marketing strategy. She is a self-starter, highly motivated, and always up for a challenge.
  • Digital and Internet Marketing
  • Search Engine Optimization (SEO)
  • Marketing Strategy
  • Content Development
  • Product Development
  • Email Marketing
  • Social Media Marketing
  • Customer Support
  • Website Development
  • Texas State University BBA in Marketing

Scotch

Special PAWjects Manager

Scotch represents the Quality, Discipline and Service you can expect from Strategic CFO.

Scotch will be leading a new series for the WikiCFO Archive called “Strategy with Scotch”. Tune in free to hear the latest news, forecasts, tactics, procedures and courses on all things financial leadership and get your accounting questions answered!

If you have a topic or question you’d like discussed in the next Strategy with Scotch, send it to [email protected]! 

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Scotch

Special PAWjects Manager

Scotch represents the Quality, Discipline and Service you can expect from Strategic CFO.

Scotch will be leading a new series for the WikiCFO Archive called “Strategy with Scotch”. Tune in free to hear the latest news, forecasts, tactics, procedures and courses on all things financial leadership and get your accounting questions answered!

If you have a topic or question you’d like discussed in the next Strategy with Scotch, send it to [email protected]!