Jonathan Kennedy

CPA, MBA

Partner

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We have found a valuable asset to add to our team, Jon Kennedy. Like many businesses, our financial situation is unique to our business. He jumped right in to learn how our business operates to get a full understanding of our current financial picture and future financial needs. Jon has assisted with cash flow forecasting to ease the challenges that come with a seasonal business. He’s been instrumental in assisting with new software integration and restructuring our chart of accounts to easily pull financial data. Gaining access to this data is a game changer for our business. Jon is personable, genuine, honest, and works hard to make himself available to us. I’ve learned so much from him in the short time that he’s been working with us. I’m excited to continue working with him to better the business.

Dustin Keipper, Director of Operations

Mary Mack's, Inc

Jon brought expertise to us on Day 1 and started immediately digging into the details. He helped us establish better accounting practices in a scalable way that supports our growth goals. Most importantly for us has been his flexibility with scheduling to work around our needs.

Michael Druga, President & CEO

SinnovaTek

As a fast-growing professional service firm, we were transitioning a very experienced controller into the CFO role. We needed someone who could bridge the gap as we sought a new controller and also serve as a mentor to our new CFO. Jon Kennedy was a perfect match. He collaborated with us on an appropriate scope of work to meet our goals and successfully assisted us through this transition period. Jon was a true partner and made a positive difference for our organization.

Jim Canfield, President

WithersRavenel

As an operationally focused financial executive with over 30 years of experience, Jon Kennedy has a unique background ranging from privately held start-ups to publicly traded Fortune 500 companies.

He started his career with KPMG and subsequently worked as the CFO for 4 different companies in the Healthcare, Technology, and Service-based industries. Mr. Kennedy also worked in senior financial management for the largest CRO in the world.

Most recently, he provided part-time CFO and financial consulting services to entrepreneurial companies. In addition to his diverse accounting, finance and business background, Mr. Kennedy has extensive experience in managing human resources, information technology, procurement, risk management and administrative functions.

Highlights of Mr. Kennedy’s broad experience include:

Accounting – Technical, Operational and Financial Reporting
Financial Planning & Analysis – Including Financial Modeling, Budgeting and Forecasting
Strategic Planning
Capital Raising – Private Equity, Debt and Public Offerings
Treasury, Banking and Cash Management
Mergers & Acquisitions – Deal Structure, Due Diligence and Integration
Business Partnering – Senior Management, Investors and Board Members

Currently, Jon serves:

Mary Macks, the leading manufacturer of shaved ice and snow cone syrup
Institute for Medical Research, an institute that supports research and education to enhance the health and lives of veterans
Lincoln Technology Solutions, an LCD manufacturer focused on creating solutions with unrivaled optical performance.

Read the wonderful things his clients say about him here: Client Testimonials.

Originally from Connecticut, Mr. Kennedy has been a North Carolina native since he was a teenager. He received a Bachelor of Science degree in Business Administration from the University of North Carolina at Chapel Hill and obtained an MBA from Duke University.

Career Timeline

Joined Rankin McKenzie as a Partner in 2021.
From 2020 – 2021, was a self-employed financial consultant providing part-time CFO and financial consulting services to companies in the healthcare, technology and services industries.
From 2006 – 2019, worked as Vice President, Finance of IQVIA Holdings, a Fortune 500 company and the largest CRO in the world. Responsibilities included corporate accounting, business accounting, billing & accounts receivable, accounts payable, travel & expense accounting procurement, payroll, and financial planning & analysis support for global overhead groups. In addition, Mr. Kennedy was responsible for many Treasury functions and was a key participant in obtaining, and reporting on, a $300M secured credit facility. Mr. Kennedy was also a key team member in the successful acquisition and integration of several companies.
From 2000 – 2006, served as the Chief Financial Officer of Micell Technologies, a private equity backed start-up technology company. Responsibilities included all financial, human resources, information technology and administrative functions. Accomplishments included raising over $30M through several stock offerings and successfully closing joint development, research and loan agreements which provided $10M in funding. Mr. Kennedy was also a key participant in starting up and growing a franchise system utilizing the company’s proprietary technology to approximately 20 franchisees, over 50 locations, and $20M in revenues.
From 1998 – 2000, he was the Chief Financial Officer of Gale Force Holdings, a privately held sports and services group which owned or managed 3 sports franchises and 3 arenas, including the Carolina Hurricanes of the National Hockey League. Responsibilities included all financial, human resources, information technology and administrative functions. Accomplishments included managing a $250M credit facility, being part of the management team involved in the building and subsequent staffing of 2 arenas, and putting in place the financial and administrative infrastructure necessary to support this growth.
From 1996 – 1998, worked as the Chief Financial Officer of Digital Recorders, a publicly traded technology company. Responsibilities included accounting, human resources, information technology, investor relations and SEC reporting. Accomplishments included working with other members of the management team to more than double the company’s revenues as well as being a lead in the acquisition and integration of a company headquartered in Germany.
From 1993 – 1996, held 3 roles at Sterling Healthcare, a publicly traded healthcare company, including Chief Financial Officer of the Company’s largest business unit, Vice President, Corporate Controller and Chief Accounting Officer, and Vice President of Planning & Analysis. The Company’s revenues almost doubled during Mr. Kennedy’s tenure there. Accomplishments included being a key team member in several successful merger & acquisition activities and secondary stock offerings along with ensuring numerous filings were made with the SEC in an accurate and timely manner.
From 1984 – 1993, held several roles of increasing responsibility, including Senior Manager, with KPMG. Mr. Kennedy primarily provided auditing and consulting services to companies in the healthcare and technology industries.

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