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As a Vice President of Finance & HR, I led the financial and human resources operations…
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Lori Lea reposted thisLori Lea reposted thisOne CFO is good. A full C-suite team? That’s Coveted. At Coveted Financial Services, our clients don’t just get a fractional CFO they gain access to a deeply experienced, highly collaborative team that knows how to turn financial data into strategic decisions. One of our highly experienced team members is Lori Lea. With over two decades of experience leading global finance operations, managing M&A integrations, and driving profitability across multiple industries, Lori brings far more than accounting expertise. She brings perspective. She brings structure. She brings results. Lori’s leadership at Coveted, especially in areas like cash flow management, audit preparation, financial reporting, and cost containment, is a critical part of what we deliver to our clients every day. But she’s not doing it alone. Coveted’s model is built on team-based support- former bankers, controllers, and case managers working together. We tailor strategy to your specific growth stage, industry, and goals and we operate like an extension of your leadership team not just an outside advisor. When you work with Coveted, you’re not just hiring a CFO. You’re partnering with a seasoned team that shows up, digs in, and delivers clarity every step of the way. That’s the Coveted Difference. #CovetedDifference #FractionalCFO #LeadershipSpotlight #TeamBasedFinance #BusinessGrowth #ExitPlanning #CashFlowStrategy #WomenInFinance
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Lori Lea reacted on thisHonored to be recognized by NAW as part of this year’s Women in Distribution honorees and look forward to speaking at the Shift forum panel in Denver. This one brings me back to my dad, Hans Wolf and the legacy he started. His values and work ethic still shape how I lead every day, I really hope I’m making him proud. I couldn't do this without a team that pushes me, has my back, and makes this all possible! Beckie SullivanTyler JensenMarc WilliamsKarin WolfLori Lea reacted on thisWe are incredibly proud to share that our CEO, Tina Hueppe, has been named a 2026 NAW Women in Distribution Honoree by the National Association of Wholesaler-Distributors. At 14, Tina was following up on sales leads and tagging along with Hans Wolf on customer visits. And when she faced the hardest chapter of her career, taking over leadership after her father's unexpected passing, she grew the company into exactly what he always envisioned. Beyond Marshall Wolf Automation, Tina serves on the board of AHTD Association for High Technology Distribution and leads the growth of its Women in Automation (WIA) group. Congratulations, Tina! Read all about it in the comments!
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Lori Lea liked thisLori Lea liked thisAnother unforgettable conference in the books! This event was a true success, and it wouldn’t have been possible without the dedication, passion, and hard work of this incredible team. We are so grateful to our home office for bringing the magic to life, your behind-the-scenes efforts make all the difference! Here’s to a Limitless future ahead! Together, there’s nothing we can’t achieve.
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Lori Lea liked thisLori Lea liked thisThe Power of a Team-Based CFO Model At Coveted Financial Services, our clients do not just get a fractional CFO. They gain the collective expertise of an entire team. Each member brings a unique perspective that helps our clients scale, solve complex challenges, and prepare for what’s next. Meet Brian Kummet, our Senior Vice President, with more than 30 years of experience in finance, operations, and sales, Brian is the definition of a strategic partner. As both a CPA and CMA, he has led at every level from audit supervisor to regional vice president and understands how to connect the dots between financials, operations, and growth. Brian has spent his career: • Leading cross-functional teams to increase efficiency and profitability • Driving operational improvements backed by data-driven strategies • Guiding businesses through financial planning and risk management • Building enterprise value for long-term success At Coveted, Brian’s expertise is part of a broader team approach. Our clients benefit from former bankers, controllers, accountants, and CFOs working in sync and delivering the full C-suite experience without the full-time cost. When your finance partner is a team, you do not just get answers. You get solutions. Connect with Joe Schmidt to learn more about Coveted's team approach. #CovetedDifference #FractionalCFO #FinancialLeadership #BusinessGrowth #TeamBasedFinance #SMBFinance #ExitPlanning
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Lori Lea liked thisLori Lea liked this$10M in revenue but headed for a $700K loss. That was the reality for a plastics manufacturer running at full capacity, but with no financial visibility or scalable strategy. They didn’t need to work harder. Instead, they needed better planning, reporting, and control. At Coveted Financial Services, we stepped in to: -Establish operational discipline -Build a 3-year strategic and financial plan -Deliver data-driven production insights that actually guided decisions If this sounds like what you need, let's talk! Joe Schmidt #FractionalCFO #ManufacturingSuccess #BusinessTurnaround #FinancialStrategy #CovetedDifference #BusinessGrowth #Entrepreneurship #StrategicPlanning #OperationsManagement The result? They regained control, positioned for capital, and scaled without losing sleep (or money).From Losses to Leverage: How Coveted Helped a Manufacturer Regain Control and Reignite GrowthFrom Losses to Leverage: How Coveted Helped a Manufacturer Regain Control and Reignite Growth
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Lori Lea reacted on thisLori Lea reacted on this𝐖𝐞𝐥𝐜𝐨𝐦𝐞 𝐭𝐨 𝐭𝐡𝐞 𝐅𝐚𝐦𝐢𝐥𝐲! We are thrilled to welcome Chirag Shah, 𝐀𝐕𝐏 𝐚𝐧𝐝 𝐆𝐥𝐨𝐛𝐚𝐥 𝐇𝐞𝐚𝐝 – 𝐄𝐧𝐭𝐞𝐫𝐩𝐫𝐢𝐬𝐞 𝐀𝐜𝐜𝐨𝐮𝐧𝐭, to the Intellect Bizware Services Pvt. Ltd. (A Nihilent Company) family! Chirag brings with him over 25 years of rich experience in Sales Leadership, Business Development, and managing Large Enterprise Accounts. Prior to joining Intellect, he served as the Managing Director of Vistex Asia Pacific Pvt. Ltd., a role he held since the company’s inception. At Intellect, Chirag will focus on enterprise accounts globally, playing a key role in expanding our footprint and driving strategic growth initiatives. We are confident that his deep industry expertise and strategic vision will be instrumental in supporting our growth objectives and strengthening our presence in key markets. We’re excited to have him onboard and look forward to scaling new heights together! SAP | Sanjay Gupte | LC Singh | Minoo Dastur | Milind Rathi | Hatinder Singh Nagra | Vivek Bhale | Dharmen Shah | Ninadh Sonavwane | Subiya Mulla | Harshad Sardare | Balbeer Pujara | Anjali Mehta | Zaid Momin | Saurabh Sawant | Pranjal Gupta | Arun Talwar | Raghul Kumar R | Nidhi Sharma #TeamIntellect #Leadership #WelcomeAboard #LifeAtIntellectBizware #GlobalSalesHead #EnterpriseAccounts #SAPLeadership #BusinessTransformation
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