Jeff Davidson

Background

About Jeff Davidson

I am an experienced CFO with over 20 years of expertise in financial management, ERP systems, and data-driven solutions. My background includes working as an ERP consultant, where I leveraged my deep knowledge of systems and databases to drive operational efficiency and improve data accessibility. Early in my career, I worked in retail, which gave me a customer-centric approach that continues to shape my collaborative and strategic problem-solving today. As a fractional CFO and financial consultant, I focus on helping businesses grow, streamline their operations, and gain financial clarity. I bring leadership in financial strategy, ERP implementations, acquisition management, and process optimization, all aimed at maximizing profitability and enabling data-driven decision-making. Key Accomplishments: • ERP System Upgrade: I led the successful upgrade from Sage 100 to Acumatica, improving operational efficiency and data accessibility across the organization. • Acquisition Management: I managed the acquisition of Even Temp Distribution, overseeing negotiations and securing an SBA loan to support market expansion. • KPI Development: I developed KPI reports using Tableau, Excel, SQL, and Crystal Reports, providing real-time insights that support data-driven decisions. • B2B E-commerce Solutions: I collaborated with Cimcloud to create a B2B e-commerce platform, including a customer portal that streamlined purchasing workflows and enhanced customer engagement. • Workflow Optimization: I streamlined workflows by integrating data systems, reducing manual data entry, and minimizing errors, which led to improved reporting accuracy. • Leadership & Team Management: I’ve managed cross-functional teams in IT, Purchasing, and Accounting, ensuring alignment and performance across departments. • Stakeholder Relations: I’ve cultivated strong relationships with banks, CPA firms, insurance companies, 401(k) providers, and vendors, fostering long-term partnerships.