knegofinancialconsultants

Contract CFO consulting services by a highly seasoned finance professional

About

Financial professional with Big 5 background and over 20 years in the Wine Industry.

Professional Experience

I started with Deloitte & Touche, working one year in the tax department and 4 years in the assurance department. My clients ranged from consumer products, insurance and winery businesses, including a couple in New Zealand during a short term exchange. After 5 years, I wanted to focus solely on the wine industry in Napa where I grew up and raised my own family.
I joined Motto Kryla & Fisher LLP (MKF), the preeminent wine industry accounting firm at the time. This brought me a wide range of experiences, including LT financial modeling, inventory costing, industry KPI development, lost profit analysis for legal claims and exposure to both winery & vineyard clients of many sizes. During this time, MKF partnered with UC Davis and Sonoma State University where I taught classes focusing on inventory costing, KPI development and understanding financial statements. After 2 years, I felt ready to bring my skills to the one business where I could make a difference.
I accepted a role as Controller and then CFO with Bundschu Company. During my tenure, I wore many hats overseeing the accounting department, development of financial strategy and financial modeling, long term inventory supply & demand planning at a sku level, managing the companies IT systems, HR and Payroll, all banking relationships, cash flow management, final review of all legal contracts, risk analysis and insurance, family tax planning, wild fire financial claims, reporting to a board of advisors, M&A projects requiring scenario analysis and LT financial modelling, complex 1031 transactions, etc. After 18 wonderful years, I am making the leap to contract consulting.

Professional Highlights

Recipient of the 2015 CFO of the Year from the North Bay Business Journal.
Presented at the Napa Wine Symposium CFO Forum in a session focused on data analytics and risk analysis.
Presented at CalCPA Education Foundation Seminar focused on analytical tools to improve profitability, including development of KPIs and dashboards.
Long time member and eventually serving as the CFO for the national arm of Women for Wine Sense.
Founding member of the Executive Roundtable with Wine Women.

Software Experience

Adaptive Insights
AMS
Vintrace
Quickbooks
Advanced Excel (data tables, index match/sumif(s), etc.)

Educational Experience

Graduated from USF, earning a Bachelors Degree in Business Administration with an emphasis in accounting.
I earned my CPA license immediately after graduation.

Contract CFO consulting services

Financial Reporting

Create standard monthly reporting package with departmental KPIs and other financial metrics to assist management with understanding and managing the operational performance of your business.
Develop variance analysis against prior years and budgets.
Develop dashboards that provide management with a snapshot of you business (daily/weekly/monthly).
Develop standardized reporting packages to assist owners and leadership in presenting financial reports to outside investors, boards and lenders.

Strategic Planning

Create LT financial models to support managements growth goals.
Development of cash management tools to ensure the business has the appropriate level of capital to support growth goals.
M&A projects to support acquisitions of vineyards or a new winery.

Inventory Planning, Costing and Margin Analysis

Create supply & demand inventory forecasts to support growth strategy and identify inventory issues before they become problems with out of stock or excess product.
Develop inventory costing methodologies (GAAP, Tax and LIFO) ensuring management understands how costs are capitalized over the production cycle.
Create gross margin reports by sku and channel, enabling management to track and plan gross margins in proactive manner.

Other Services

Interim CFO Consulting Services
Month End Close Support
External Audit Support
Formation of Chart of Accounts
Establishment of Standard Operating Services (SOP's)
Ad Hoc projects to support you financial and operational goals.
Lender presentations and negotiations

Happy to assist your accounting staff to support or manage above items.

Testimonials

I’ve known Shandra for over seven years as her role as the CFO at Gundlach Bundschu Winery and in my capacity as a advisory board member. Throughout the duration of the time I served as a board member, Shandra was always professional, competent, and a integral part of the senior leader ship team.

As a professional who’s now decided to start her own financial consulting company, she has consistently demonstrated strong senior leadership skills. Beyond her financial knowledge and competency, she is an inclusive business leader and a respected member of the team she supports.

Christopher B Hunsberger, Hospitality Consulting

I've had the pleasure of working with Shandra over the years on a variety of complex projects and I would recommend her services wholeheartedly. She is a great listener, always asking insightful questions that get to the heart of the issue, and she can translate business goals and priorities into concrete solutions and workflows. She clearly has a strong financial background, but she also deeply understands the wine business in all its glory and complexity.

Rebecca Stamey-White, Attorney

I have known Shandra for many years. Her attention to detail with the end goals in mind are always a welcome influence. She is a true professional who leads with her mind and heart. Her knowledge of business development, structure, process, and implementation will help any business achieve their goals. I would highly recommend Shandra as a consulting CFO.

Jackie Egidio, Owner at JE Consulting

I was lucky enough to have worked with Shandra over the last decade or so at Gundlach Bundschu. Over that time I was always continually impressed by how thorough and efficient Shandra was. I know insurance isn't everyone's favorite item to deal with, but Shandra was always an absolute joy to work with. She was always very thorough in her responses and her attention to deal was impeccable. Her knowledge and attention to detail over every aspect of the business was always surprising and made our job much easier. Because of the great working relationship that we established, it allowed us to make sure we were always putting together the most comprehensive and competitive program available. I have been in the insurance industry for 12+ years and Shandra has been one of the most enjoyable clients I have ever worked with, on all levels. I would happily and proudly recommend Shandra to any company that is in need of the services she provides.

Kyler Crawford, Producer at George Peterson Insurance Agency