GlobalCFO LLC

Global CF0, LLC (ContractualCFO): International Consulting, Accounting, Auditing and Training Firm

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President/CEO at GlobalCfo, LLC

 

USAID/Bangladesh/Bagh Project: Peter Welch provided technical assistance in financial management, procurement, human resource, and program performance systems directly to our client USAID. He transferred knowledge and essential skills to improve financial management, procurement, and human resource systems for the purpose of managing risk and sustainability. He designed and implement targeted capacity building and technical assistance, based on the project’s needs/SACs. He worked closely to inform USAID’s Agreement Officer’s Representative (AOR) on team progress toward establishing these systems as well as the team’s overall capacity to sustain these systems through the end of project. Mr. Welch also worked to ensure that the USAID team not only the established capacity to undertake the Special Award Conditions, but also the sustained capability to undertake these responsibilities over the life of the project.  Hence, Mr. Welch was expected to provide technical services as well as coaching/mentoring to ensure that the systems built are understood and guidance/protocols are produced and adopted by relevant staff. Georgia Griffith, President, CEO, GMG Management Consulting, Inc

 

USAID/Bangladesh/Bagh Project: As Peter's involvement with WildTeam draws to a close, I would like to express my sincere appreciation for all his hard work and efforts in bringing us to full compliance with USAID. Peter's interest in WildTeam goes far beyond just his scope of work and I truly believe from many private conversations that he cares a great deal about our future success. He has shared his insights into our organization and where issues have arisen that needed to be addressed Peter has willingly brought these to my attention. I very much appreciate this. His experiences have proven to be of great value. Hopefully a future opportunity may arise where we can again use his skills for WildTeam’s benefit. Md. Anwarul Islam, PhD, Chief Executive, WildTeam (May 2014)

I have worked (2013) with Mr. Peter Welch within the international organization GFA. Considering my 25 years of work experience I can say that Mr. Welch was the best Team Leader that I have ever worked with. The way he can lead and can create a motivation within his subordinates and colleagues is really unbelievable. He is always ready to take responsibility, mobilize the team and focus on deadlines for special tasks. His background and huge experience makes discussions with him very pleasant. He has an excellent ability to pass his knowledge to you. And finally Mr. Welch is a very friendly and kind person with a great sense of humor. Vasil Janjgava, GFA Consulting Group, Financial Management Professional, Georgia (February 2014)

 

Re: Implementation of GRAP Training to Constitutional Institutions and Public Entities listed in Schedule 3a and 3c of the PFMA and Unlisted Public Entities in National and Provincial spheres of government. Peter Welch and I, as Team Leader, along with two other team members were engaged by the National Treasury of South Africa to teach IPSAS based financial reporting to senior public-sector financial and accounting officials. Peter demonstrated excellent teaching skills in delivering the training course and was well received by both the client and the trainees.  It was commented as unusual to find anybody that clearly enjoys and embraces these accounting and technical issues. Peter was an excellent team member and always attempted to positively contribute despite what were at times onerous client demands and a work scope that was evolving during this engagement. Please feel free to contact me directly if you have any additional questions regarding Peter. George Brittain, Project Team Leader (17th April 2009)

 

“Peter was my contact at a major beverage manufacturing company several years ago. I was a consultant to the company and Peter was working there as a financial manger. We were working on related assignments. I found Peter to be very bright; he readily understood complex financial issues and was able to develop keen insights into the relevant issues. Peter has demonstrated a good understanding of the financial, accounting and operating issues for several companies. I highly recommend Peter for CFO and other financial assignemnts.” June 4, 2008  (Jerrold Katz, PhD, Principal, J P Katz & Associates)

 

Peter is excellent at quickly analyzing a company’s systems, and human resources. Peter can be relied upon for an honest appraisal and realistic assessment of system and process needs. I am always impressed by his questioning mind; and I love bouncing ideas off him and can guarantee an original and valued response.” July 20, 2007 Ian Petts, Chief Accountant, ES-KO International managed Peter indirectly at ContractualCFO & Sox International

 

“Peter is a truly competent, dynamic and useful resource for all things SOX and accounting control related. Furthermore, he has a broad strategic business view which allows him to recommend real solutions to business issues. Highly recommended. Antony” April 27, 2007 Antony Francis, CEO / Founder, Commerce Chain Consulting was with another company when working with Peter at ContractualCFO & Sox International

 

“Peter is both a client and a collaborator. Peter and I have spoken together on Sarbanes-Oxley (he focused on SOX compliance/internal controls) and Peter's level of preparation and knowledge were impressive.” April 25, 2007 Jonathan Trafimow, Partner, Epstein Becker & Green, P.C. was a consultant or contractor to Peter at ContractualCFO & Sox International

 

“Peter is a finance expert, with deep insight into domestic and international finance. Peter is extremely charismatic, and his grasp of the issues at hand makes him a great leader. As a fellow finance professional, I wholeheartedly endorse Peter.” June 9, 2007 Rahoul Banerjea, Vice President, Finance, Digimarc ID Systems, LLC was with another company when working with Peter at ContractualCFO & Sox International

 

“I can best describe Peter Welch as a visionary entrepreneur with great determination, focus and drive to succeed. I have met Peter while conducting a search for a Client company of mine for a Sr. Level Finance Consultant with Sarbanes Oxley Audit experiences. As a result of having many conversations with Peter, I found him to be a refreshing intellectual who not only possess very strong “academic teaching background” but also has many years of demonstrated “hands-on” corporate experiences and successes. His in-depth knowledge with Sox and Sarbanes Oxley makes him a strong and valuable contributor.” April 5, 2007 Eva Jenkins, Owner, VIPInnovations was a consultant or contractor to Peter at ContractualCFO & Sox International

 

 "Thank you for your inquiry regarding Peter Welch, who worked with me on such an assignment for several months until late December 2000. During this period, I developed tremendous confidence in Peter's accounting abilities and his ability to model spreadsheets. He was consistently open to new ideas and concepts and exercised a high degree of intellectual curiosity. Further, at Peter's initiative, recognizing a need for basic accounting and financial knowledge for middle and selected senior management (e.g. the production director), Peter offered a course with tutorials on said topics that was well received. I have learned from Peter; he has made a mark on our Company; and I believe he would be an asset in the endeavor to which you refer". Thank you and best regards, Steven H. Keefer (sk@fayrouz.com) Chief of Staff to the Chairman Head of the Market Development Group (Member of the Board of Directors)

 

 "Dear Peter, I would like to take this opportunity to thank you for the assistance that you have rendered over the past several months in the area of financial guidance. The dedication and seriousness, with which you undertook this assignment, helped us to effectively move our "dot.com" operation into a position of financial health and efficiency by implementing changes that streamlined and simplified our accounting practices. Your efforts in helping us to attain our current level of operation are greatly appreciated, and all of us at Nobel wish you the best in your next assignment. Thank you and good luck in your future endeavors." Sincerely, Mr. Thomas C. Knobel, CEO Nobel, Ltd. Company

 

"Though I retired as Vice-President of Training Services for Development Associates in late January of this year I do have direct knowledge of Peter Welch’s work. I had the pleasure of working with Peter about three years ago when he was contracted by the Training Unit of Development Associates, Inc of which I was the head. His responsibility was to carry out a specialized USAID Project in Tbilisi, Georgia. He was under contract to develop IAS-based material in support of ACCA (CPA) final-level papers and assess the financial sustainability of the local Georgian program and local accounting standard-setting (GFPAA) institution. He not only met these deliverables but completed them ahead of schedule. His final paper, delivered to the U.S. Embassy, was used during a subsequent meeting in Tashkent, Capital of Uzbekistan, discussing accounting developments within the former Soviet Union countries. Throughout this project he reported directly to the Senior Economic Advisor assigned to the U.S. Embassy in Georgia."  Sincerely, Ann Skelton

 

"During 2003, Peter Welch was sub-contracted to work for my firm, PADCO Inc., out of Washington, DC, on a USAID funded Local Government Support Activities program in Bosnia-Herzegovina. We employed Peter as a Process Reengineer, on a short-term basis, until the permanent hire was available to travel. Given our commitments and imminent deadlines under this program, we required someone with Peter's experience, maturity and skill sets to go in, at very short notice, to take charge and get the Process Reengineering project underway. He was contracted to initially guide the development of process reengineering and information mapping within the local Public-sector Municipalities. This assignment also demanded considerable tact and diplomacy in order for Peter to effectively be a change-agent within an Eastern European culture and dealing with Department Heads of 30+ years experience and a history of conflict. He did an excellent job, especially at such short notice, in establishing the benchmarks that would later be repeated throughout other Republic of Srpska localities. The one-stop shop program has proven to be a great success, certainly in part to Peter's initial efforts in developing, documenting and improving the processes involved. I have no hesitation in recommending Peter, and his firm, as he moves forward in similar assignments and especially on an international basis." Duane Kissick, President

 

"I am writing to confirm that Mr. Peter Welch taught the Executive MBA Financial Management course for Golden Gate University in 1999. He is an accomplished professional with extensive knowledge of corporate finance. He received an excellent overall course evaluation from the students at the end of the course." Please contact me if you have any questions. Nathaniel Henderson (nhenderson@ggu.edu) Executive MBA Program Director Ageno School of Business 536 Mission Street San Francisco, CA 94105-2968 tel: (415) 442-6529 fax: (415) 442-6579

 

"Peter Welch has asked me to provide a reference for his teaching at Golden Gate University's campus in Walnut Creek, California. I was the regional dean at the time Peter taught for us during the 1999-2000 academic year. He taught several courses in accounting and finance at the graduate student level and did a fine job. His student evaluations were good. We would have rehired him had he not relocated to the East Coast. I hope this helps." Sincerely,  Anthony D. Branch, Ph. D. (tbranch@ggu.edu) Regional Dean Walnut Creek/Sacramento

 

"Peter takes the initiative to move beyond traditional ways of doing things. He looks at current procedures and problems with a unique perspective and has proven that he can develop innovative ideas. He has gone out of his way on many occasions to find creative ways to meet customer needs. He always takes a positive "can-do" attitude with customers and does whatever he can to respond to challenging demands.  Peter is a functional resource to others inside and outside his department. He has taken the initiative to become an authority in certain technical areas and has a thorough knowledge of the details. Others depend on him as an informal expert, and the department has benefited from his technical skills.  He is always informed about the latest developments in his field of expertise. He maintains contacts with peers and customers and is up-to-date on the very latest information." Marty Powers - Professional Services Manager, PeopleSoft

 

"Peter was originally positioned for the Cash Management application team. Knowing that Peter has vast financial functional knowledge and he is clearly a very intelligent consultant, we positioned him on the development team (Nagoya Japan) to protect him from being rolled-off. Both the Cash Management Development Lead, and I, think the world of Peter and feel he will be an awesome Treasury consultant." Michael Brennan, PeopleSoft

 

 "In the last year I have seen much more teamwork, communication, and pride than ever before. Peter has had an ability to draw a diverse group together, solicit their advice, include them in decision making, and perhaps most importantly listen to their concerns. It has become increasingly evident to me that Peter is very concerned about and dedicated to his staff, i.e. their professional development, workload, and job satisfaction. Let me also say that in the past year I have seen the demands made of the investment accounting staff increase geometrically, while the experienced staff and other resources dwindled." Paul Revere Insurance Company.

 

"Peter has been providing valuable support to our department for the past 9 months, and we would like very much to retain his services under the current arrangement in the future. Peter is a highly capable and motivated individual. Since his initial assignment to the Agricultural Department in July 1986, he has revamped our separate account valuation and reporting systems and streamlined our monthly and quarterly reporting cycle. These improvements were badly needed to accommodate the rapid growth of our separate account business. In addition, we are undertaking a major feasibility study to determine the role and profitability for Hancock in a secondary market for farm mortgage loans; we would like Peter to play a leading role in this effort." John M. Lord, Jr. (Second Vice President, Timber Resource Group)


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