Professional Summary

Professional Overview

Francis Wellock is an experienced Consulting CFO with a strong background in finance, risk management, and strategic advisory. He brings over 30 years of industry expertise, specializing in the non-profit and education sectors. In his current role, Wellock provides high-level financial guidance and operational support to help organizations navigate complex challenges and achieve their strategic objectives.

Experience Summary

Current Role

As a Consulting CFO at CliftonLarsonAllen, Wellock partners with clients to assess their financial health, optimize processes, and develop comprehensive financial strategies. He leverages his deep expertise to provide insightful analysis, strategic recommendations, and hands-on implementation support. Wellock's collaborative approach and keen problem-solving skills enable him to drive sustainable improvements and better financial outcomes for the organizations he serves.

Career Progression

Prior to his current role, Wellock held various finance leadership positions, including CFO at Independence Mission Schools and The Center For Autism. In these roles, he was instrumental in implementing robust financial controls, improving operational efficiency, and guiding strategic decision-making. Wellock also operated his own CPA practice, Francis E. Wellock, Jr., CPA, where he provided specialized accounting and advisory services to a diverse client base.

Earlier in his career, Wellock served as Vice President of Finance and CFO at Berger Holdings, Ltd., where he played a pivotal role in managing the company's financial operations and mitigating risk. He began his professional journey as an Accountant at Affiliated Management and a Senior Accountant at William J. Schalleur, CPA, gaining valuable experience in public accounting and financial reporting.

Academic Background

Wellock holds a Bachelor's degree in Accounting from a prestigious university, where he graduated with honors. His strong academic foundation, coupled with his extensive practical experience, has enabled him to develop a comprehensive understanding of financial management principles and best practices.

Areas of Expertise

• Financial planning and analysis

• Budgeting and forecasting

• Risk management and internal controls

• Process improvement and operational optimization

• Non-profit and educational institution finance

• Strategic advisory and decision support

Professional Impact

Throughout his career, Wellock has consistently demonstrated his ability to drive significant and measurable impact. At The Center For Autism, he successfully implemented a new financial reporting system that improved transparency and enabled more informed decision-making, leading to enhanced financial stability and operational efficiency. In his role at Independence Mission Schools, Wellock played a pivotal role in restructuring the organization's financial operations, resulting in a 25% reduction in administrative costs.

Conclusion

With his diverse experience, exceptional technical skills, and collaborative leadership style, Francis Wellock is a trusted advisor who consistently delivers value to the organizations he serves. As a Consulting CFO at CliftonLarsonAllen, he is committed to helping clients navigate complex financial challenges and achieve their strategic goals.