Chuck Teel, CPA Biography

Multinational Specialty Insurance Client - U.S. Subsidiary Finance Director, March 2024 to Present

Headquartered in Australia, USD 100 million in annual revenues with 50 employees worldwide, U.S. subsidiary revenues of USD 30 million.

Serve as U.S. subject matter expert.  Manage controllership and upstream IFRS financial reporting into parent company.  Coordinate FP&A, treasury, and local corporate governance activities.  Manage accounts payable, and business compliance, advise on risk mitigation strategies, tax strategy and compliance, payroll, employment benefits administration and compliance, new hire onboarding and advise management on all U.S. matters.

Multinational Consumer e-Commerce Platform Client - U.S. Subsidiary Finance Director, July 2022 to July 2024

Headquartered in Vietnam, USD 80 million in consolidated annual revenues with 500 employees worldwide

Manage controllership and upstream financial reporting into parent company.  Manage accounts payable, tax, and business compliance, risk management, tax strategy, payroll, employment benefits administration and compliance, new hire onboarding and advise management on all U.S. matters.

Multinational Revenue Cycle Management Client - Fractional CFO, Jul 2019 to Present

Headquartered in Salt Lake City, USD 30 million in annual revenues with 650 employees worldwide

Strategic advisor to the global management team, supervise finance and tax teams in India, Philippines, Uruguay, and U.S.  Manage global finance operations, advise on global tax strategy, manage tax and business compliance, direct tax restructurings and investor matters.  Manage human resources in the U.S.

Multinational Software Engineering Services Client - Fractional CFO, Jan 2017 to Feb 2021

Headquartered in Chicago, USD 25 million in annual revenues with 350 employees worldwide

Strategic advisor to the global management team, supervise South American finance and tax teams, manage global finance operations, manage tax and business compliance, advise on global tax strategy, manage investor relations, and assist in sales and operations strategies.  Manage human resources in the U.S. Assist management with financial sell-side due diligence in a private equity acquisition of the company for USD 50 million.

SaaS Platform Technology Client - Fractional CFO, Jan 2017 to Present

Headquartered in Chicago, USD 8 million in annual revenues with 60 employees.

Strategic advisor to the executive management team and Board of Directors, lead controllership and financial reporting, provide FP&A support, manage tax strategy and compliance, support payroll activities, employment benefits administration and compliance.  Assist in capital raising activities.

Itiviti (Acquired by Broadridge [NYSE:BR] in 2021) - Vice President Finance, Oct 2015 to Jan 2017

Fintech company headquartered in Stockholm, Sweden, Multinational with USD 250 million in annual revenues with 120 employees worldwide

Member of the global finance team.  Oversee and direct controllership including dual U.S. GAAP and IFRS financial reporting, internal controls, management reporting & performance analytics, tax strategy, risk management & compliance, and treasury for North and South America. Responsible for U.S. HR. Support the global management team's expansion plans by providing strategic insights for decision support. Member of the M&A transaction team.

CameronTec - CFO Americas, Oct 2013 to Oct 2015

Fintech company headquartered in Stockholm, Sweden, Multinational with USD 40 million in annual revenues with 120 employees worldwide

Oversee and direct controllership including dual U.S. GAAP and IFRS financial reporting, internal controls, management reporting & performance analytics, tax strategy, risk management & compliance, and treasury for North and South America. Responsible for U.S. HR and IT.  Support the global management team's expansion plans by providing strategic insights for decision support. Member of the M&A transaction team.

MarketAxess - Controller, May 2008 to Oct 2013

NASDAQ: MKTX Fintech company headquartered in New York, USD 750 million in annual revenues with 700 employees worldwide

Directed all controllership and finance functions for a technology services subsidiary. Responsible for consolidated financial reporting of actual results, budgets, and forecasts for locations in Chicago, New York, London, Paris, and Hong Kong. Maintained a Sarbanes Oxley compliant control environment and reported to MKTX global management team in New York.

The Loyola University Chicago Quinlan School of Business - Adjunct Instructor of Finance, Jul 2014 to Dec 2019

Teach undergraduate, full-time MBA and Executive MBA courses that include Principles of Accounting, Financial Accounting for Business Decisions, Financial Management, and International Financial Management.

The Becker CPA Review - Faculty Instructor, Jul 2010 to Jul 2014

Becker CPA Review - Lecture live classroom courses to CPA candidates sitting for the CPA Exam. Courses include:

• Audit and Attestation
• Business Environment and Concepts
• Financial Accounting and Reporting
• Regulation