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Financial Planning and Analysis

• Lead post-acquisition integration: Drive seamless financial and operational integration of acquired entities, refining the integration playbook to establish scalable workflows and optimize margins.
• Strategic finance partnership: Act as a hands-on operating partner to the CEO, analyzing unit economics, customer profitability, and operational efficiencies to uncover margin leakage and enhance cost allocation.
• Financial systems evolution: Lead the upgrade from QuickBooks to a scalable ERP platform, ensuring the finance function supports rapid growth and acquisition-driven complexity.
• Team leadership and development: Build out finance talent as the business scales, while staying engaged in day-to-day accounting and close processes.
• Financial reporting and communication: Own the delivery of clear, actionable financial insights and dashboards for the CEO, board, and field teams to drive data-informed decision-making and growth strategies.

Accounting Manager

• Improve month-end close process: Lead and optimize the month-end close across multiple entities, targeting a reduction in close cycle from 15-16 days down to 10 days by enhancing process efficiency and accuracy.
• Reconciliation and financial review: Oversee comprehensive account reconciliations including bank, inventory, fixed assets, and leases; conduct budget vs actual analysis to spot anomalies and uncover improvement opportunities.
• Cross-functional communication: Serve as the key finance liaison partnering with business units, office, and warehouse managers to collect data, resolve issues, and ensure timely, accurate financial reporting.
• Process management and improvement: Drive scalable process improvements and infrastructure build-out, including onboarding new entities and shifting transactional work offshore to strengthen control and scalability.
• Team and project oversight: Indirectly manage offshore accounting teams, support their training and development, and engage in strategic initiatives beyond transactional accounting, effectively acting as a proactive "CFO" for assigned entities.

• Financial modeling and analysis: Build and maintain detailed underwriting and post-acquisition financial models to support acquisition decisions and ongoing portfolio performance tracking.
• Forecasting and variance analysis: Lead forward-looking forecasting efforts, including budget vs actual analysis and re-forecasting to identify opportunities to exceed financial targets.
• Collaboration with BD and operations: Partner closely with Business Development and regional presidents to align acquisition assumptions, track KPIs, and uncover operational improvement opportunities across portfolio companies.
• FP&A infrastructure development: Drive implementation and optimization of financial planning tools like Planful to automate forecasting and reporting for a growing portfolio of 25+ companies.
• Cash flow and performance monitoring: Oversee weekly cash forecasting roll-forwards and monitor portfolio company financials post-close to ensure alignment with underwriting and strategic objectives.

CFO

Accounting Manager

Senior FP&A Analyst