President Founder CPA MBA
Prior to forming The Veltre Group, Rich served in executive leadership positions at finance consulting firms focusing on the development, implementation and management of the full spectrum of financial systems and controls required to effectively and efficiently scale organizations. He has supported client organi
President Founder CPA MBA
Prior to forming The Veltre Group, Rich served in executive leadership positions at finance consulting firms focusing on the development, implementation and management of the full spectrum of financial systems and controls required to effectively and efficiently scale organizations. He has supported client organizations across all functions of the office of the CFO. He has developed outsourced controller and accounting programs, as well as provided audit and transaction support, cash flow management & forecasting, and financing & capital structure advisory.
Rich has 30 years of experience as a Certified Public Accountant and business advisor, with experience ranging from start-up companies to publicly traded partnerships. During his tenure he has acted as the Chief Financial Officer for growing small-cap and middle-market companies where he supported various strategic planning, budgeting, financial modeling and restructuring initiatives. In this role he served as CFO of a satellite telecommunications company that rebounded from slow growth, expanded internationally and eventually exited as a division of a multinational conglomerate. He also served as CFO for a company that designed and distributed advanced orthopedic footwear for a variety of categories including diabetes, arthritis, and other therapeutic conditions. That company recognized 300% growth and a successful sale.
Most recently, he acted as the Interim-CFO for a leading third-party healthcare logistics provider headquartered in Dallas, with over 600 employees and 4 million square feet of warehousing and logistics space across nine states. He stepped in to support a financial transaction, which led to the supervision a fourteen-member department and the implementation of expanded controls, policies and procedures. He led the team through a first-time audit covering 3 years of financial results, as well as the sell-side Quality of Earnings study, and all the diligence requirements expected from a large financial transaction.
Rich started his career with Price Waterhouse where he focused on their middle-market practice. He was often called upon for special projects due to his versatility, including corporate finance transactions, systems changeovers, strategic planning, budgeting and forecasting. Subsequently, he spent several years working with a variety of regional accounting firms focusing not only on client service but also on establishing procedures and launching new services.
Rich graduated with a BS in Accounting and MBA in Finance from Seton Hall University. He is a Certified Public Accountant (CPA) and has served as an Adjunct Professor of Finance & Accounting at Seton Hall University.
At The Veltre Group, we offer a wide range of accounting services including tax preparation, bookkeeping, financial statement preparation, and more. We tailor our services to meet the specific needs of each client.
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