Wells Group of New York

📊 WGNY: Delivering Strategic Financial Leadership to Fuel Growth 💼 At WGNY, we bring a team of highly experienced Big 4 CPAs, turnaround CFOs, and expert controllers. Our mission is to provide top-tier financial insights with the flexibility and agility that fast-paced, scaling companies need to drive success. 💡 Whether it’s building customized finance teams, optimizing cash flow, or supporting high-stakes fundraising, WGNY goes beyond interim solutions. We’re your strategic partner in navigating complex financial landscapes, transforming processes to meet the elevated demands of modern investors, venture capitalists, and private equity. If you're looking for a team that doesn't just crunch numbers but delivers actionable insights to fuel your company’s next phase of growth, WGNY is here to help. Matt Weiler George Wells Evan Zawatsky Will Pappas Amie Jatana, CPA Aaron Jatana Marshall Monrad, CPA #FinanceLeadership #FractionalCFO #ScalingBusiness #FinancialConsulting #StartupSuccess

Growth-stage DTC brands know that scaling is a financial tug-of-war — every department is pulling for its share of the (budgetary) pie 🥧 In our most recent expert guide, Matt Weiler, founder of Second Star Ventures and interim CEO of Wells Group of New York, shares five tactical tips on strategic cross-functional finance: 1️⃣ Decide between tangible growth and buzz Balance investments in short-term ROI with hard-to-quantify activities. Collaborating across teams to align on needs will help you measure intangible results and focus on net profits per initiative. 2️⃣ Assess your decision risk Evaluate each business decision by mapping out assumptions for probability and measurability. Then consider how easily it can be reversed if it fails, and * only * proceed if the cost of failure is manageable. 3️⃣ Prepare for success just as you plan for failure Whip your ops into shape before you action on strategy. That way, when growth occurs, you can deliver what you promised your customers. For example, a successful product launch can still fail if you don’t have enough stock to meet demand. 4️⃣ Pay back your CAC quickly Tracking your LTV, CAC, and payback periods helps you monitor customer growth at all times. If you can’t pay back your CAC quickly, you can’t drive near-term ROI, making it tougher to increase LTV. 5️⃣ Use Drivepoint for cross-functional strategic finance Drivepoint enables you to easily create and compare financial scenarios, build accurate forecasts in minutes, and sync sales, accounting, and marketing data across all sales channels — for a holistic understanding of your business. Want to learn more? Matt breaks it down here: https://lnkd.in/gXc-f_5x

THANK YOU | We were blown away by the extraordinary support of the Museum’s 2024 Midsummer Dance and Dinner this past weekend, co-chaired by Laurence Milstein, Kendall Werts, Catherine Carmody, CJ Follini and Andrea Pemberton, and Charlotte Lucas Pilaro. Thank you to all of our guests and supporters who joined us for two festive and elegant evenings of art, friends, food, and music in celebration of our honorees Susan Pear Meisel and Louis K. Meisel, Shirin Neshat, KAWS, and Sean Scully. We are thrilled to share that you helped us raise over $1 million to support the Museum’s educational programming and exhibitions! We would also like to express our heartfelt gratitude to our sponsors, whose generous support made both evenings truly unforgettable. Thank you to Bank of America, ARIAS New York, South Flagler House, One Flagler, Phillips Point, Lisson Gallery, Wells Group of New York, and Greenberg Traurig, LLP! Campari Group, Wölffer Estate Vineyard, and East Hampton Oyster Shuckers, thank you for contributing to the festivities! Photos by: Carl Timpone/BFA.com; Jason Lowrie/BFA.com; Lisa Tamburini.

Honored to serve as Co-Chair of the Tate’s North American Acquisition Committee and thrilled to have hosted such a special evening in East Hampton at the home of groundbreaking artists Sheree Hovsepian and Rashid Johnson. ✨ On the eve of the NY Times exclusive announcing Rashid’s upcoming survey at the Guggenheim, we’re especially excited to welcome his powerful film *Black and Blue* into the Tate collection. This cinematic work beautifully captures the complexities of identity, Blackness, and race—core elements of Rashid’s transdisciplinary practice. Rashid’s influence on the artistic canon and his contributions to the community are unparalleled. His work continuously pushes boundaries and redefines what art can be. We’re fortunate to be part of his journey and to bring such an important piece into the Tate’s collection. #TateNAAC #RashidJohnson #ShereeHovsepian #ArtInclusion #BlackAndBlue #TateModern #ArtForChange #Guggenheim #EastHampton

As the Founder and CEO of the Wells Group of New York, I had the honor of hosting a collection visit for the American Federation of Arts. This event provided an enriching opportunity to delve into the heart of my collection, which prominently features the works of artists who are not only reshaping the contemporary art landscape but also challenging the conventions of storytelling through their unique perspectives. We explored the powerful sculptures of Kennedy Yanko, whose work with found objects and paint defies traditional notions of materiality, and the visionary installations of Lauren Halsey, who merges architecture and art to celebrate and critique urban culture. Rashid Johnson’s thought-provoking pieces were also on display, offering a deep exploration of race, identity, and history. We then reflected on the vibrant and provocative portraits by Mickalene Thomas, which challenge traditional representations of beauty and femininity. Finally, we viewed the poignant work of Hank Willis Thomas, whose art interrogates issues of race, advertising, and cultural identity in America. Each of these artists represents the diverse voices that are crucial to understanding the multifaceted narrative of contemporary art. The visit was a testament to the American Federation of Arts' dedication to fostering meaningful connections within the art community, and it was a privilege to share these remarkable works and the stories.

It’s a new day for Wells Group as we have hired an Interim CEO to run the business to allow George Wells to focus on CFO roles for companies in transition.

#NewHires #TeamExpansion #WelcomeToTheTeam

Exciting news! We are thrilled to announce the following well-deserved promotions and new hires. Please join us in congratulating them on their new roles! #TeamPromotions #Leadership #CareerDevelopment #ProfessionalDevelopment

We are looking for a talented and experienced Controller to join our growing consulting practice in Los Angeles. If you're an accounting professional with a passion for precision, strategic thinking, and a desire to work across multiple clients and industries, we want to hear from you! Apply through our website: https://lnkd.in/eREEsEtY