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OFV has
built a team of professionals who bring a diverse set of skills,
including M&A, turnaround, operational, and management experience. The
firm also benefits from a board of ten distribution industry advisors,
who have a combined total of 200 years of management experience.
Looking to be part of the team? Click here to see our
current career opportunities.
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Steve Anderson
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Mr. Anderson is a renowned expert in profit management,
and has written over 30 articles on this and related subjects. He
pioneered the new Time-Driven Activity-Based Costing, and co-wrote a
book with Harvard Professor Robert Kaplan. He has advised more than 200
companies over the years, and has helped generate over $2 billion in
profit improvement. Prior to Oak Forest, he was a consultant for
McKinsey & Company. He graduated as a Baker Scholar from Harvard
Business School, and with honors from Princeton University with a
degree in engineering. He serves on three boards.
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Robert Mills
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Mr. Mills is
co-founder of Oak Forest Technology.
He has significant experience in building advanced analytical
systems to identify opportunities and optimize businesses. He over 25 years of experience
leading software companies. He
holds a computer science degree from the University of Houston.
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David Deinzer
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Mr
Deinzer spent over 42 years in the metals
distribution business. He was president & CEO of Denman & Davis,
a multi-location steel service center based in NJ, providing metals and
processing services to customer throughout the northeast and specialty
metals nationwide. Mr Deinzer
was active for over 40 years in the Metals Service Center Institute ,MSCI (formally SSCI), including the
chairman of the Institute. Mr. Deinzer was an
active board member and former chairman of the North American Steel
Alliance (NASA). He is a graduate of Lehigh University, As Acorn's
first metals distribution client, Mr. Deinzer
worked closely with Mr. Anderson developing and implementing the first
Time-Driven Activity-Based Costing for the metals distribution
business. Over his career, he as served on
multiple for-profit and non-profit boards.
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Kurt Anderson
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Mr. Anderson has over 25 years of food industry
experience. He literally “grew up” in the business having started
out in his family’s grocery business at a very early age. His
diverse background includes extensive experience in both the retail and
wholesale food industry, including Retail Store Director for Gordy’s
Inc.; Senior Systems Analyst and Market Analyst for Supervalu, Inc; and Director of Operations, Vice President of
Information Technology and Vice President of Distribution for J & B
Group. Mr. Anderson’s unique blend of operational and technical
expertise allows him to quickly assess the needs and create solutions
for today’s demanding business challenges.
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Troy Stovall
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Mr.
Stovall founded and serves as Managing Member of LeMaile
Stovall LLC, a management consulting firm serving for-profit and
nonprofit firms focused on strategy, operational performance and fund
raising. He also works with Oak Forest, leading its higher education
efforts as a Principal. He has
worked at senior levels in higher education (EVP/COO and CFO), founded
and led a multi-million dollar family investment office and served
global clients as a Sr. Engagement Manager at McKinsey & Co. Mr.
Stovall holds a BSEE cum laude from Southern Methodist University, MS
Computer Science from Stanford University and MBA from Harvard
University.
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Dr. Bernard West
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Bernard
West holds BSc and PhD degrees in chemical engineering from the
University of Manchester, where he also taught for 6 years. He was CEO
of CANSOLV Technologies of Montreal, President and COO, Canada Colors
and Chemicals Limited. Prior and to that, he had 30 years of experience
in the chemical industry with Rhone-Poulenc, Imperial Oil [ Esso ] and Polymer Corporation. Bernard has also
been very active in industry associations and industry-government
bodies; Chair of the Board of the Canada’s Chemical Producers
Association, Chair of The Chemical Institute of Canada, Chair of the
Society of Chemical Industry–Canadian Section, Member of the Board of
the National Association of Chemical Distributors (Washington, D.C.) He
Chaired of the Board of Ontario BioAuto
Council. Bernard is currently
President of Westworks Consulting Limited and
Chair of the IUPAC Committee on Chemical Industry. He is a member of
the boards of Sulco Chemicals Ltd, Toronto
and Millchem Holdings Limited. He is a
Vice-Chair of the BioIndustrial Centre /
Sustainable Chemistry Alliance, a member of the Board of Life Sciences
Ontario, Co-Chair of the Canadian Green Chemistry and Engineering
Network.
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James Taylor
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Mr.
Taylor, a former senior consultant with Acorn Systems, has over 12 years experience leading
profitability analytics implementations within the financial services,
insurance, chemicals, steel, and food sectors. Prior to joining PathFinder as COO, James successfully led a large
scale global deployment of profitability analytics for one of the
largest insurance firms in the world. James has worked with
over 50 unique clients, many of which continue to use the profitability
analytics systems he helped design and deploy. James also sits on
the board of the Bordentown Township Economic Development Authority
Committee and is a managing partner at SAAJ Urban Renewal, a
private commercial real-estate development company. James
received his executive MBA with honors from Drexel University in 2016.
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Oak Forest Advisors
Leland Putterman – Current
CEO of Trivie Management Solutions, Former CEO
of Acorn Systems, Former SVP of BMC Software. Former VP of Product
Marketing, Oracle Corporation. Former VP of Sales at IBM. Princeton
University.
Vincent Keller – Former President of IJ
Foods, a $800 MM food service distributor in the Southeast, Former COO of
The Keller Group. Phi Beta Kappa from Emory University. MBA with honors
at Harvard.
Steve Tagtmeier – Former
Principal, McKinsey & Company
Dave Anderson - SVP Sales, Clifford Paper
Ron Nixon – Founder of CEO of the Catalyst Group
Paul Woods – SVP of IBM. Has worked with OFV since 1998,
coordinating efforts with distribution companies
Careers
Business
Analyst Consultant
Philadelphia, PA preferred, multiple positions are available
Job Description: The Business Analyst
Consultant assists the Engagement Manager in the overall design and build
of the client’s business model as well as the analysis of the model
results. This includes performing operational manager interviews,
defining the algorithms that will be used to model departmental
processes, validating calculation results and training client personnel
in the use and maintenance of their model. The most challenging and rewarding
aspect of the successful Business Analyst’s role is in the analysis of
the model results and identification of profit improvement opportunities.
Qualifications:
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Minimum 3-5 years of related experience
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Excellent problem solving, analytical skills and attention to
detail
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Knowledge of cost accounting, Activity Based Costing/Management
and business process modeling is a requirement
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Prior project experience in an Enterprise Resource Planning (ERP)
implementation for a Fortune 1000 client is desired
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Prior light project management experience is a plus
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Familiarity with SQL is a requirement
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Technical ability with Microsoft SQL Server, Data Transformation
Services (DTS) and Actuate is a plus
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Must be willing to travel 50% or more
·
Excellent verbal and written English communication skills are
required
· Degree/Major: BA in
Accounting/Finance or BS in Computer Science or Information Systems.
Additionally, a MBA is preferred
If you meet the requirements for this position
and are ready for a career challenge, send your resume to sanderson@oakforestventures.com
Database
Consultant
Philadelphia, PA preferred, multiple positions are available
Job Description: The Technical Software
Consultant provides technical assistance in all stages during the
implementation of OFV fast track profit modeling. Primarily responsible
for the design and development of the processes used to integrate client
financial systems to EPS that are scalable and maintainable. In order to
accomplish this, experience in developing Extract Transformation and Load
(ETL) processes as well as experience in a variety of ETL tools, are
required. Other project tasks include the installation of software,
database sizing, security requirements, training client technical
administration personnel, performance tuning and any technical support
that may be required throughout the project.
Qualifications:
·
Intermediate-level knowledge of Microsoft SQL Server, Data Transformation
Services (DTS) and Transact-SQL
· Intermediate-level
background SQL Server Database Administration (DBA) skills including
performance tuning, security, backup/recovery. Clustering, replication
and parallelism are a plus.
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Experience in ETL process design and development that is scalable
and maintainable
· Some technical
familiarity with other relevant core technologies (e.g., JavaScript,
HTML, IIS).
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Actuate/Microsoft Reporting Services and reporting application
development skills are a plus
·
OLAP experience/Cognos reporting is a
plus
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Some understanding of cost accounting and experience in financial
applications is a plus
·
Minimum 2-3 years of related experience
·
Excellent technical skills and attention to detail
·
Must have excellent problem solving and analytical skills
·
Must be willing to travel 50% or more
·
Excellent verbal and written English communication skills are
required
· Degree/Major: BS or MS
in Computer Science, Mathematics or a BA in Accounting/Finance with a
Computer Science or Information Management/Systems minor.
If you meet the requirements for this position
and are ready for a career challenge, send your resume to sanderson@oakforestventures.com
Transaction
Support Services Director
Job Description:
The Transaction Support Services Director works closely with other team
members to provide financial and operational due diligence engagements
for clients who are buying businesses. This team member will be
responsible for managing projects, leading client meetings and help other
team members understand the deal environment. This team member will also
interact with other functional areas of the practice including tax,
audit, business valuation, etc. to help identify further business
opportunities for the firm.
The TSS Director will be responsible for managing/developing client
relationships, leading the financial due diligence team and have overall
responsibility of report completion on a timely basis. This report will
be used by a number of parties to help provide purchase price adjustment
mechanisms, deal structure points in the purchase agreement, financing
arrangement structures, conclusions on whether or not to make the
acquisition, etc. These reports will also help the client evaluate the
financing requirements and the true operating capacity of the business.
This team member will attend select networking events to meet potential
and existing clients and represent the Firm in community activities and
professional associations. Our environment is team oriented and promotes
continued professional development and certification.
Qualifications:
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3-5 years experience
working in the Transaction support and/or Audit Practice of a national
public accounting firm.
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Bachelors degree with an
emphasis in Finance or Accounting
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CPA certification or International equivalent.
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Flexibility for 20% to 30% of overnight travel
on out of town projects
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Strong project management skills
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Excellent verbal and written communication
skills
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Proficient (familiarity) with Microsoft Excel
and PowerPoint Preferred experience (not required)
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Masters in Business
Administration.
·
Private industry experience and/or consulting
background.
If you meet the requirements for this position
and are ready for a career challenge, send your resume to sanderson@oakforestventures.com.
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