Finance & Accounting Director • CFO, Controller, COO

Greg Herceg

Finance & Accounting Director

Greg Herceg is a Director of Warren Whitney and brings more than 25 years of experience in executive leadership and financial, operational, and commercial management in both the nonprofit and private sectors. With a breadth of experience that includes service, manufacturing, and financial service environments, Greg works with clients on overseeing finance/accounting functions, performing financial analyses, improving operational efficiencies, developing and implementing strategic plans, and managing change. He typically serves our clients in such roles as interim or fractional CFO, Controller, COO, and Assistant to the President.

Roles & Areas of Expertise:

  • CFO, Controller, COO
  • Assistant to the President
  • Transitional Management for M&A
  • Strategic Planning Facilitation
  • Financial Analysis
  • Debt/Leverage/Equity Restructuring
  • Operational Efficiency
  • Organizational Restructuring
  • Accounting Services
  • Executive Leadership

Education & Certifications:

  • MBA, University of Virginia
  • BBA in Finance, The College of William & Mary
  • Nonprofit Accounting Certificate, AICPA
  • CPA (not currently active)
  • QuickBooks Desktop Certification

Professional & Volunteer Associations:

  • Board of Trustees, Villages in Partnership, Inc. (Finance & Audit Committee)
  • Missions Director, Swift Creek Presbyterian Church
  • Member, Financial Transparency Committee, Woodlake Community Association

Prior to joining Warren Whitney, Greg was President/CEO of Kloke Group, Inc., a moving, storage, logistics, and home delivery company with five locations in Virginia, $18 million in revenue, and approximately 150 employees/contractors. During his 12 years at Kloke Group, where he was also a shareholder and a Board member, Greg was able to significantly improve results by growing revenue while improving operating efficiencies. Growth was achieved by launching new business segments, winning major government contracts, diversifying the revenue base, acquiring real estate for expansion and implementing digital marketing strategies. Greg developed comprehensive financial and accounting models and managed external banking relationships to secure more than $25 million in financing for working capital loans, real estate acquisitions, ownership transfers, vehicle/equipment purchases, and contract funding.

Prior to his work at Kloke Group, Greg was General Manager of Honeywell’s $84 million Advanced Fibers and Composites division, where he turned an unprofitable division into a business that grew at 20% per year over a six-year period and became the most profitable division in Honeywell’s $3 billion Specialty Materials Group. Greg led his division’s $20+ million Growth Initiative, which included a major plant expansion, a significant technology upgrade, and a new state-of-the-art research facility. Additionally, Greg and his team developed marketing campaigns and launched new products and applications that generated over $15 million in revenue growth.

Before becoming its General Manager, Greg was the Controller, where he led all cost accounting, budgeting, forecasting, financial reporting, and control functions while reducing working capital and driving cost savings in the plants. He spent the balance of his 12-year career at Honeywell in various finance, operations, marketing, and sales roles.

Greg began his working career in banking, where he led the Commercial Credit Analysis group for a Washington, D.C.-based bank and became the youngest manager in the bank’s history. While at the bank, Greg designed and taught courses to both lenders and trainees on understanding balance sheets, income statements, and cash flow.