Expertise & Bios

Richard Lee

Richard has an extensive experience in both corporate finance and corporate development. For RJSL, Richard served as the CFO to over a dozen privately held companies in the United States, Canada, Europe and South America in technology development, healthcare, professional services, real estate and staffing industries. Under his leadership, they have diversified revenue streams; managed risks; achieved quality growth and negotiated various liquidity events. Prior to launching RJSL, Richard managed M&A and other corporate development activities for Orbitz as a Director in its Strategic Development Group. He also served as the Controller of its B2B division. Prior to Orbitz, Richard was a Management Consultant with Diamond Technology Partners where he served clients and assisted Diamond in launching its European and Asian practices. Richard started his career as a commissioned officer in the United States Army where he jumped out of planes and blew things up over a dozen deployments to Europe, Asia and Central America.

Richard holds an MBA from Carnegie Mellon University and also earned MA Economics and MPA from the University of Oklahoma during his time in the service. He completed his undergraduate studies in engineering at West Point.

Scott Bielke

Scott Bielke is a senior finance and business executive with 19+ years of experience in finance and technology operations. Scott has a track record of leveraging financial operations and controls to manage risks, drive quality growth and enhance organizational efficiency and productivity. He has assisted start-up, middle market, and Fortune 500 companies especially with financial and compliance issues. Scott is recognized as a hardworking, innovative, honest and committed team player with diverse experience in leading and working with multi-functional teams. In addition to his current association with RJSL, Scott is a Partner, CFO and Principal Consultant with Brighton Leadership Group, a strategic team of consultants, coaches, trainers and speakers who assist organizations create and execute the optimal plan for achieving their business objectives. Prior to RJSL and Brighton Leadership, Scott served in various roles, from Principal Consultant to Managing Director for Adams Harris, Jefferson Wells and Deloitte Consulting in internal audit, financial accounting, controllership and practice director capacities. His professional services experiences are outlined below:

Primary job responsibilities included management of the cost accounting system, information systems auditing, and the establishment and monitoring of inventory control activities for a manufacturing company with a $350MM operating budget
Responsible for financial accounting and regulatory reporting for division operating in Mexico under the Maquiladora import/export program
Designed business processes related to order fulfillment, inventory management, product cost accounting, financial accounting, and product manufacturing as part of an SAP R/3 implementation
Initiated, programmed and implemented a multi-user product costing application in Visual FoxPro interfacing with an AS400 and Mainframe systems to manage standard product cost roll ups
Assisted with two general ledger conversions and automation of accounting functions that reduced the month end closing cycle from eight days to three days
Led Sarbanes-Oxley engagements in multiple industries, including P&C insurance, life insurance, high-tech, chemical, and oil & gas industries
Performed projects in the areas of process and internal controls improvement for multiple clients resulting in streamlined business processes and improved operational performance
Managed the development of corporate policies and procedures, internal control frameworks for SAP HR business processes, and the development and implementation of SAP HR security
Project managed a team of six focused on the design and integration of internal controls during SAP R/3 implementation process redesign

Scott holds BS in accountancy from the University Of Wisconsin and is a Certified Public Accountant (he will tell you that he passed the rigorous exam in one sitting, if you ask).

Jim Rosenberger

Jim Rosenberger is a senior level finance executive with extensive financial control, business management and IT systems experience. He also has a significant international experience including leading globally disbursed cross-functional teams.
Jim’s other experiences include Controllership of The Envestnet Group; CFO of Duff & Phelps; Associate Director of SBC Warburg; General Accounting Manager of Rand McNally; Accounting Manager of Goss; and Senior Auditor for Deloitte Consulting.

Jim Received his BS in Accountancy from University of Illinois is a Certified Public Accountant (No, he won’t boast that he passed the exam in one sitting if you ask him).

Jeff Pryzybl

Jeff Przybyl is a seasoned finance professional with expertise in SEC and financial reporting; budgeting and variance reporting; asset-inventory control; GAAP; IPO investments; regulatory compliance; 401K; ESOP; G&A management; and portfolio management. He has successfully implemented financial operational changes to improve revenues, increase margins and reduce costs, leading to turnarounds and increased portfolios for several financial institutions. Recognized for ability to support new business and growth opportunities while ensuring regulatory requirements were satisfied, Jeff possess deep, on-the-ground experience in automating reporting processes, financial reporting, forecasting and variance analysis. Prior to his association to RJSL, Jeff has served as the CFO for JLS/TB Investors; CFO for Alliance Federal Savings Bank; CFO for Preferred Savings Bank; and various line finance and accounting roles with Concordia Federal. Jeff’s extensive achievements are outlined below:

Created financial model for regulatory submission upon purchase of a Chicago area thrift. During process of bidding on a $35M Chicago area thrift, created model for submission to regulatory agency and for budgeting purposes.
Managed re-allocation of funds to increase interest income 10% annually at Alliance Federal Savings Bank. Monitored monthly and annual cash flows which allowed bank to reduce its investment portfolio by 50% and re-allocate funds into the loan portfolio, contributing to a 10% increase in interest income annually over a three year period.
Increased non-interest income 40% while improving controls at Alliance Federal Savings Bank. After regularly scheduled regulatory exam, transferred item processing function from branch office Teller Department to Accounting Department. Implemented new policies and procedures to resolve regulators’ concerns of item processing function resulting in improvements to management oversight and controls of item processing. Fee income increased 40% in one year, with no additional personnel expenses.
Oversaw implementation of WAN and conversion of data centers, decreasing data processing expense 75%. Upon purchase of Preferred Savings Bank, retained by Alliance Federal Savings Bank and assigned to lead team which chose data processing vendor to consolidate separate data processing contracts. Eliminated duplicate processor, integrated separate general ledger systems and decreased data processing expense over 75%, while implementing high speed internet access and integrated telephone voice service to both offices.
Developed partnership that generated a 60% increase in net income for Preferred Savings Bank, a $90M institution. Company was over-capitalized after finishing its IPO and was having trouble raising deposits in its local market. Signed up with a nationwide CD network to attract time deposits throughout the US. Bank was able to attract over $14M in less than nine months, with no impact on its pricing of local deposits.
Raised $21M through the IPO of Preferred Savings Bank, a $55M Chicago area community bank. Bank was looking to go public to offer employees an equity stake in company. Worked with external auditor, investment banker and outside legal counsel, developing prospectus for IPO.
Raised $21M through successful IPO, including a $2M ESOP. Employees received ESOP benefits of approximately two times salary, while shareholders received $14.00 per share and $6.35 in dividends over a five-year period on a $10 initial investment. Raised interest income 20% on Alliance Federal Savings Bank funds. Company's correspondent banking relationship was not offering the convenience for the cost. Moved the banking relationship from a Chicago area commercial bank to the Federal Reserve Bank of Chicago. Interest income on available funds increased 20%, banking fees decreased 12% and the bank gained additional functionality and quicker access to funds.

Jeff holds an MBA from Governors State University. He completed his undergraduate studies also from Governors State University receiving BA in Accounting and Finance.

David Wright

David Wright is a senior finance and accounting professional with 20+ years of experience in public accounting, corporate and small-business environments. His vast experiences include CFO / Controller function with cross-functional experience in information technology, office administration and human resources. Prior to RJSL, David has served in numerous CFO / Controller capacity for various companies including LiquidTalk, RSM McGladrey, Hospitality Accounting Services, and Intercon Research. His extensive experience is outlined below:

Responsible for all basic accounting functions (A/R, A/P, Fixed Assets, and General Ledger)
Experience in the lifecycle of initial venture capital round, including maintaining capitalization table and obtaining 409a stock option valuation.
Ensure the integrity, preparation and timely submission of the firm’s financial statements including all of the filing requirements.
Institute appropriate financial controls, including internal and external auditing, are in place and according to GAAP principles.
Oversee the firm’s annual budgeting process as well as monitor day-to-day financial activities to ensure that the company is on track to meet both short and long-term financial goals.
Manage investments and responsible for the treasury and cash management functions.
Participate in the communication of the firm’s results of operation, accounting procedures and policies, forecasts and other relevant financial information with analysts, investment banks and investors.
Migrate corporate books from QuickBooks to Netsuite. Strong working knowledge of information technology with experience in all MS office products (i.e. Excel, Word, PowerPoint, Outlook). Great Plains, AccPac, Platinum, MS Server 2003.
Global Controller for Atlanta Investor Group with holdings of 45+ restaurants - $85M+ in revenues; 2500+ employees. Responsible for all accounting aspects of the restaurant operation including G/L, A/P, A/R, Daily Cash Balancing, Payroll, Budgeting, Financial Statement Reporting.
Direct report to Lake Forest Investor Group with holdings of 100+ quick service restaurants - $80M+ in revenues; 2000+ employees. Responsible for all accounting aspects of the restaurant operation including G/L, A/P, A/R, Daily Cash Balancing, Payroll, Budgeting, Financial Statement Reporting, Cash Flow Management.
Prepared monthly, quarterly and annual financial reporting package consisting of P&L, Balance Sheet and Cash flow statements.
Prepared company budget (overall and by unit) to be used in conjunction with profit forecasts, cash flow forecasts and monthly variance analysis. Responsible for timely and accurate filing of the company’s Federal and State returns and other government reports.

Expertise & Bios

Richard holds an MBA from Carnegie Mellon University and also earned MA Economics and MPA from the University of Oklahoma during his time in the service. He completed his undergraduate studies in engineering at West Point.

Primary job responsibilities included management of the cost accounting system, information systems auditing, and the establishment and monitoring of inventory control activities for a manufacturing company with a $350MM operating budget

Responsible for financial accounting and regulatory reporting for division operating in Mexico under the Maquiladora import/export program

Designed business processes related to order fulfillment, inventory management, product cost accounting, financial accounting, and product manufacturing as part of an SAP R/3 implementation

Initiated, programmed and implemented a multi-user product costing application in Visual FoxPro interfacing with an AS400 and Mainframe systems to manage standard product cost roll ups

Assisted with two general ledger conversions and automation of accounting functions that reduced the month end closing cycle from eight days to three days

Led Sarbanes-Oxley engagements in multiple industries, including P&C insurance, life insurance, high-tech, chemical, and oil & gas industries

Performed projects in the areas of process and internal controls improvement for multiple clients resulting in streamlined business processes and improved operational performance

Managed the development of corporate policies and procedures, internal control frameworks for SAP HR business processes, and the development and implementation of SAP HR security

Project managed a team of six focused on the design and integration of internal controls during SAP R/3 implementation process redesign

Scott holds BS in accountancy from the University Of Wisconsin and is a Certified Public Accountant (he will tell you that he passed the rigorous exam in one sitting, if you ask).

Jim Received his BS in Accountancy from University of Illinois is a Certified Public Accountant (No, he won’t boast that he passed the exam in one sitting if you ask him).

Created financial model for regulatory submission upon purchase of a Chicago area thrift. During process of bidding on a $35M Chicago area thrift, created model for submission to regulatory agency and for budgeting purposes.

Raised $21M through the IPO of Preferred Savings Bank, a $55M Chicago area community bank. Bank was looking to go public to offer employees an equity stake in company. Worked with external auditor, investment banker and outside legal counsel, developing prospectus for IPO.

Jeff holds an MBA from Governors State University. He completed his undergraduate studies also from Governors State University receiving BA in Accounting and Finance.

Responsible for all basic accounting functions (A/R, A/P, Fixed Assets, and General Ledger)

Experience in the lifecycle of initial venture capital round, including maintaining capitalization table and obtaining 409a stock option valuation.

Ensure the integrity, preparation and timely submission of the firm’s financial statements including all of the filing requirements.

Institute appropriate financial controls, including internal and external auditing, are in place and according to GAAP principles.

Oversee the firm’s annual budgeting process as well as monitor day-to-day financial activities to ensure that the company is on track to meet both short and long-term financial goals.

Manage investments and responsible for the treasury and cash management functions.

Participate in the communication of the firm’s results of operation, accounting procedures and policies, forecasts and other relevant financial information with analysts, investment banks and investors.

Migrate corporate books from QuickBooks to Netsuite. Strong working knowledge of information technology with experience in all MS office products (i.e. Excel, Word, PowerPoint, Outlook). Great Plains, AccPac, Platinum, MS Server 2003.

Global Controller for Atlanta Investor Group with holdings of 45+ restaurants - $85M+ in revenues; 2500+ employees. Responsible for all accounting aspects of the restaurant operation including G/L, A/P, A/R, Daily Cash Balancing, Payroll, Budgeting, Financial Statement Reporting.

Prepared monthly, quarterly and annual financial reporting package consisting of P&L, Balance Sheet and Cash flow statements.

Prepared company budget (overall and by unit) to be used in conjunction with profit forecasts, cash flow forecasts and monthly variance analysis. Responsible for timely and accurate filing of the company’s Federal and State returns and other government reports.

David double majored in accounting and finance at University of Cincinnati and is a Certified Public Accountant.