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Jeffry Sherwood

,

CPA

Partner
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I’ve worked with Jeff for over 20 years across multiple companies and industries, and he has consistently proven himself as a trusted, high-impact leader. At Walz Group, a California-based tech-enabled operational business that was recognized in the Inc. 500 list of fastest-growing private companies in the US for 3 consecutive years, Jeff played a pivotal role on the executive team.  He led both operations and finance through a period of rapid growth, restructured the business, strengthened its operational foundations and significantly improved its financial accounting and reporting processes.

We partnered again when he led operational and financial due diligence on data platform ventures, serving as fractional CFO for a SaaS company that grew from a Raleigh-based startup to operate in multiple countries on multiple continents, supporting it all the way through its successful acquisition a few years later by a Global Fortune 500 company.

Jeff melds operational excellence with deep financial expertise, and is known for his tremendous reliability, relentless work ethic, and exemplary ethical and business integrity making him an invaluable partner to any leadership team.

Mohan Tavorath, Former CEO

Walz Group (now Covius)

Jeff is a true professional whom I trust and respect.  He draws from his vast and diverse experience to find practical and actionable solutions.  While serving as our CFO, Jeff built strong relationships throughout the company and became a trusted strategic advisor to the leadership team.  He took the financial function at MedThink to the next level, quickly identified KPIs and developed models to measure them, as well as supported the company through a successful M&A process.  I thoroughly enjoyed working with Jeff.   

Scott Goudy, President

MedThink

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With over 30-years of experience, Jeffry Sherwood is an entrepreneurial executive with a career history of success in diverse roles across multiple industries – food services, entertainment, healthcare, technology, and SaaS – at startup, mid-size and Fortune 500 companies.

Mr. Sherwood is a passionate and analytical business leader, dedicated to driving value through growth, financial clarity and continual organizational improvement. As a senior management team member, he has scaled financial operations, simultaneously transformed production processes across multiple locations and developed and executed key strategic initiatives. He has held responsibility over all aspects of financial management including financial reporting, budgeting and forecasting, revenue recognition, risk management, tax compliance and banking relationships. He has also managed product delivery, human resources, facility build-outs and has designed and implemented technology systems that enabled rapid company expansion.

Jeffry currently works with:

  • Cell Microsystems, a biotech company helping scientists culture more cells
  • Oat Foundry, a manufacturing company specializing in Custom Analog Technology like Split Flap Displays
  • Movista, a retail technology (SaaS) company that helps retailers and brands manage and track in-store execution and field operations in real time

Career Timeline

  • Joined Rankin McKenzie as Partner in 2017.
  • From 2015 to 2017, Mr. Sherwood served as VP Operations for International Farming Corporation, an emerging investment firm focused on farm assets and technology. He focused on business process improvement, human resources, risk management and the strategic financial planning of portfolio technology companies
  • Throughout 2014, Mr. Sherwood served as Chief Financial Officer at AEI Technology, a nearly-formed startup software company which had anticipated the merging of two SAAS platforms in the agricultural technology space. In the role, he provided long-range financial modeling, fully automated accounting and administrative processes and developed key performance indicators.
  • From 2005 to 2014, Mr. Sherwood was Senior Vice President, Operations and Finance for Walz Group, a provider of software, technology and outsourcing solutions which enabled financial services clients to communicate with their clients in a highly-regulated environment. In this combined role of the top finance and product delivery leader, he was the business confidant to the CEO, accountable for finance, distribution, human resources and corporate administration. The company achieved Inc. 500 status and other software awards in three consecutive years.
  • From 1999 to 2005, Mr. Sherwood was Regional Account Executive at Bell & Howell, a mid-size large format hi-tech capital equipment manufacturer. In this role, he sought and developed business relationships, attaining strong strategic selling skills which drove high levels of sales achievement.
  • From 1994 to 1999, Mr. Sherwood served as Finance Sales Manager at Beckman Coulter, a large manufacturer of laboratory equipment for doctors, hospitals and universities. Here, Mr. Sherwood was successful in corporate business development, sales team management and client relationship administration.
  • From 1992 to 1994, Mr. Sherwood was Accounting Manager at the home video division of Walt Disney Company. In this role, he managed product and distribution accounting for $2 billion of inventory annually.
  • From 1986 to 1992, Mr. Sherwood was International Accounting Manager for PepsiCo, where he prepared and presented monthly financial results to senior management. Here he developed the standardized procedures for international accounting, consolidation and currency translation.
  • Sherwood began his career in public accounting, providing audit services to clients across a broad spectrum of industries.
  • A native of the Midwest, Mr. Sherwood attended the University of Illinois at Urbana Champaign, where he earned a Bachelor of Science in Accountancy.
Linkedin-in
Send an Email

I’ve worked with Jeff for over 20 years across multiple companies and industries, and he has consistently proven himself as a trusted, high-impact leader. At Walz Group, a California-based tech-enabled operational business that was recognized in the Inc. 500 list of fastest-growing private companies in the US for 3 consecutive years, Jeff played a pivotal role on the executive team.  He led both operations and finance through a period of rapid growth, restructured the business, strengthened its operational foundations and significantly improved its financial accounting and reporting processes.

We partnered again when he led operational and financial due diligence on data platform ventures, serving as fractional CFO for a SaaS company that grew from a Raleigh-based startup to operate in multiple countries on multiple continents, supporting it all the way through its successful acquisition a few years later by a Global Fortune 500 company.

Jeff melds operational excellence with deep financial expertise, and is known for his tremendous reliability, relentless work ethic, and exemplary ethical and business integrity making him an invaluable partner to any leadership team.

Mohan Tavorath, Former CEO

Walz Group (now Covius)

Jeff is a true professional whom I trust and respect.  He draws from his vast and diverse experience to find practical and actionable solutions.  While serving as our CFO, Jeff built strong relationships throughout the company and became a trusted strategic advisor to the leadership team.  He took the financial function at MedThink to the next level, quickly identified KPIs and developed models to measure them, as well as supported the company through a successful M&A process.  I thoroughly enjoyed working with Jeff.   

Scott Goudy, President

MedThink

Linkedin-in
Send an Email

With over 30-years of experience, Jeffry Sherwood is an entrepreneurial executive with a career history of success in diverse roles across multiple industries – food services, entertainment, healthcare, technology, and SaaS – at startup, mid-size and Fortune 500 companies.

Mr. Sherwood is a passionate and analytical business leader, dedicated to driving value through growth, financial clarity and continual organizational improvement. As a senior management team member, he has scaled financial operations, simultaneously transformed production processes across multiple locations and developed and executed key strategic initiatives. He has held responsibility over all aspects of financial management including financial reporting, budgeting and forecasting, revenue recognition, risk management, tax compliance and banking relationships. He has also managed product delivery, human resources, facility build-outs and has designed and implemented technology systems that enabled rapid company expansion.

Jeffry currently works with:

  • Cell Microsystems, a biotech company helping scientists culture more cells
  • Oat Foundry, a manufacturing company specializing in Custom Analog Technology like Split Flap Displays
  • Movista, a retail technology (SaaS) company that helps retailers and brands manage and track in-store execution and field operations in real time

Career Timeline

  • Joined Rankin McKenzie as Partner in 2017.
  • From 2015 to 2017, Mr. Sherwood served as VP Operations for International Farming Corporation, an emerging investment firm focused on farm assets and technology. He focused on business process improvement, human resources, risk management and the strategic financial planning of portfolio technology companies
  • Throughout 2014, Mr. Sherwood served as Chief Financial Officer at AEI Technology, a nearly-formed startup software company which had anticipated the merging of two SAAS platforms in the agricultural technology space. In the role, he provided long-range financial modeling, fully automated accounting and administrative processes and developed key performance indicators.
  • From 2005 to 2014, Mr. Sherwood was Senior Vice President, Operations and Finance for Walz Group, a provider of software, technology and outsourcing solutions which enabled financial services clients to communicate with their clients in a highly-regulated environment. In this combined role of the top finance and product delivery leader, he was the business confidant to the CEO, accountable for finance, distribution, human resources and corporate administration. The company achieved Inc. 500 status and other software awards in three consecutive years.
  • From 1999 to 2005, Mr. Sherwood was Regional Account Executive at Bell & Howell, a mid-size large format hi-tech capital equipment manufacturer. In this role, he sought and developed business relationships, attaining strong strategic selling skills which drove high levels of sales achievement.
  • From 1994 to 1999, Mr. Sherwood served as Finance Sales Manager at Beckman Coulter, a large manufacturer of laboratory equipment for doctors, hospitals and universities. Here, Mr. Sherwood was successful in corporate business development, sales team management and client relationship administration.
  • From 1992 to 1994, Mr. Sherwood was Accounting Manager at the home video division of Walt Disney Company. In this role, he managed product and distribution accounting for $2 billion of inventory annually.
  • From 1986 to 1992, Mr. Sherwood was International Accounting Manager for PepsiCo, where he prepared and presented monthly financial results to senior management. Here he developed the standardized procedures for international accounting, consolidation and currency translation.
  • Sherwood began his career in public accounting, providing audit services to clients across a broad spectrum of industries.
  • A native of the Midwest, Mr. Sherwood attended the University of Illinois at Urbana Champaign, where he earned a Bachelor of Science in Accountancy.

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