Brad MorganCFOLinkedIn ↗

Fractional & Interim CFO

Fractional CFO services for owner-led companies ready to scale-up

I'm Brad Morgan. I've spent my career as a CFO and operator inside distribution, retail and contracting businesses — from the largest independent Pepsi distributor in the country to Ahold USA, where I led a program that delivered more than $500M in savings. Today I work as a fractional and interim CFO with founders and owners who need senior finance leadership without the full-time seat.

Brad Morgan, Fractional & Interim CFO
$500M+

in verified savings driven across Ahold USA

4

acquisitions led at APR Supply, +35% revenue

35+ yrs

of finance, operations and IT leadership

5

ERP & systems transformations led end-to-end

Selected Experience

A career built one transformation at a time.

2023 — 2026

REMCO

Commercial Contractor — HVAC, Plumbing, Electrical & Construction

Interim CFO

Brought on to lead a two-year ERP transition and rebuild the finance team for a $160M commercial contractor.

  • Oversee Accounting, Finance, Treasury, IT and Administration.
  • Leading conversion to BuildOps with Sage Intacct.
  • Built a 5-year planning & forecasting model.
  • Redesigned a KPI-driven bonus structure and a more efficient SERP plan.
Current

CabinPro, LLC

Loysville, PA

Fractional CFO

Fractional client — providing CFO-level guidance to a growing operator.

  • Financial leadership, planning and operating cadence.
2018 — 2023

APR Supply

Lebanon, PA — Regional HVAC, Plumbing & Kitchen Design Distributor

EVP & CFO

  • Owned Accounting, Finance, Treasury, IT, HR and Administration for a $250M distributor.
  • Led four successful acquisitions, adding 35% in sales volume.
  • Implemented AutoStore robotic warehouse automation.
  • Moved to reference-based pricing and self-funded health insurance — 30% claims savings.
  • Built the Contractor Services Division and managed the family office holding company.
2017 — 2018

Ten Thousand Villages

Ephrata, PA — Global fair-trade non-profit

Interim CFO

  • Helped lead the organization out of bankruptcy.
  • Delivered $1.8M in improved annual cash flow and $250K in annual process savings.
  • Led full ERP implementation to MS Navision.
  • Built forecasting and new-store evaluation models; expanded sales channels.
2014 — 2017

SERVPRO of Hershey / Swatara

Harrisburg, PA

Owner

  • Purchased and operated a SERVPRO restoration franchise.
  • Built a team recognized for quality, service and customer satisfaction.
  • Grew business volume 2.5x during ownership.
  • Awarded Platinum for sales growth and top net-promoter scores.
1998 — 2013

Ahold USA / Giant Food Stores / Tops Markets

Carlisle, PA & Amsterdam, NL

Director of Corp. Accounting → Division CFO → VP Process Improvement & Innovation

Fifteen years across one of the world's largest grocery retailers — from building the general accounting function to driving enterprise-wide savings with McKinsey.

  • VP Finance, Ahold USA: drove $500M+ in savings over 5 years, $120M verified in 2013 alone.
  • Led cost, capital, sourcing, private-label and Lean Six Sigma initiatives across all retail divisions.
  • VP Finance / Controller, Giant Food Stores: led finance for 170+ stores across four states.
  • Reduced staffing by 50%+ through standardization, automation and process redesign.
  • Provided finance leadership through SEC reporting scandal and forensic audits — testified before the SEC.
  • Built the General Accounting & Financial Reporting department from the ground up.
1995 — 1998

Richfood Holdings

Richmond, VA — Publicly traded regional food distributor

Internal Audit Director → Division Controller → Finance Director

  • Reorganized internal audit; identified efficiencies far exceeding department cost.
  • Stood up accounting and admin teams for three divisions through an acquisitive period.
  • Built customer-facing programs: pre-paid vendor coupons and seamless receiving.
  • Overhauled internal systems at Rotelle Food Service, including an automated frozen-pick line.
  • Established 3rd-party trucking and Delaware finance entities to lower cost and mitigate liability.
1989 — 1995

Wetterau / SuperValu

St. Louis, MO — 4th largest U.S. food distributor, ~$3B in annual sales

Internal Audit → Division Controller

  • Established accounting and administration for Wetterau's first retail division in NJ.
  • Redesigned the Laneco soft-goods division — manual to modern systems, stronger controls.
  • Built a real-estate investment model that materially improved site selection.
  • Created a formalized forecasting and cash-flow projection module.
1987 — 1989

Marion Pepsi-Cola Bottling Company

Marion, IL — Largest independent Pepsi distributor in the U.S., ~$80M sales

Director of Internal Audit → Director of IT

  • Built the internal audit function from the ground up.
  • First independent U.S. distributor to convert to pre-sell ordering and delivery.
  • Implemented Roadnet (now Omnitracs) routing in 1988 — a full systems and logistics redesign.

Capabilities

The work I'm hired to do.

Six places I've delivered measurable results across distribution, retail, contracting and non-profit organizations — at every stage from startup to public-company scale.

Fractional & Interim CFO

Full operating-cadence finance leadership — month-end discipline, board reporting, planning, treasury and the team build behind it.

ERP & Systems Transformation

Hands-on through Navision, Sage Intacct, BuildOps, Essbase and Roadnet. The systems work and the change management around it.

M&A and Integration

Led four acquisitions at APR Supply and built division accounting teams through highly acquisitive periods at Richfood and Wetterau.

Operational Efficiency

$500M+ in savings across Ahold; staffing cut in half at Giant Food Stores through standardization, automation and Lean Six Sigma.

Planning & Forecasting

5-year planning models, cash-flow projection modules and KPI-driven bonus structures built for distributors, contractors and retailers.

Warehouse & Logistics

AutoStore robotic warehouse implementation at APR Supply; automated pick systems and routing transformations going back to 1988.

Incentive Compensation Plan Design

Designed and deployed multiple incentive compensation plans linking compensation to desired behaviors that align with your company mission and objectives.

Design and Development of Supplemental Executive Retirement Plans

Designed and developed several SERP plans that provide meaningful retirement benefits tied to performance. This is a compensation vehicle that is underutilized and can be very effective to attract and retain star performers.

Health Care Cost Containment

Health care cost containment is like the weather. Everybody talks about it but hardly anyone does anything about it. The most significant change you can make is the switch to a Reference Based Pricing Model. This is not for the faint of heart and if you decide to make the leap, you need someone who has done it before. The only thing you have to lose is 30% of your current health care spend.

Current Engagement

Fractional CFO for CabinPro, LLC

Senior finance leadership for a growing operator in Loysville, PA — financial planning, operating cadence and the discipline that comes with a CFO seat, sized to the business.

Visit CabinPro ↗