Overview

Shelby is currently serving as an outsourced Chief Financial Officer working directly with businesses and their owners to provide executive level CFO services with a focus in manufacturing and distribution.  Through this position Shelby helps lead the CLA BizOps team in providing a full suite of services, including:

• Month-end accounting period close and reporting advisory and preparation
• Key metric benchmarking and trend analysis
• Cash flow management and projections
• Budgeting and forecasting
• Financial, business, and strategic planning and implementation
• Leadership team meeting facilitation
• Private equity and debt financing
• Bank financing and investor meeting preparation
• Audit preparation and liaison with audit firm
• Accounting software selection and implementation
• Finance department assessments and improvement plans
• Management of the finance infrastructure (accounting, treasury, finance)
• Inventory management
• Mergers and acquisition support
• Other services provided through the help of the CLA family:
  • A complete suite of outsourcing services, including: Short and long-term CFO, Controller, staff accounting positions, payroll processing, state and local tax compliance, income tax planning
  • Hands-on guidance during transitions (e.g., medical leave, IPO, business integration, or leadership succession)
  • Risk management
  • Contract review
  • HR support and help desk
  • Fund administration, finance, and accounting

 

Prior to joining CLA Shelby gained experiences in both private industry and public accounting through serving as the Vice President of Accounting and Controller for a fast pace, fast growing, real estate development and student housing management company. Shelby also spent 12 years at a regional Minnesota CPA firm where he provided services to small to mid-market companies in the manufacturing, construction, and agriculture sectors.  Services included financial statement audits and other assurance services, business tax, monthly reporting analysis and advisory, and M&A transaction consulting including buy and sell side quality of earnings. 

Upcoming speaking engagements

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Resources and event materials

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In the community

American Institution of Certified Public Accountants 

Minnesota Society of Certified Public Accountants

Greater Mankato Growth Leadership Institute Graduate