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

Chambersburg Waste Paper

Chambersburg, PA — Full-Service Environmental & Recycling Services

Interim CFO

CWP is a full service company that is committed to developing partnerships with our customers to help them meet all of their environmental needs.

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.

CabinPro, LLC

Loysville, PA

Fractional CFO

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

• Financial leadership, planning and operating cadence.
• Implemented Quickbooks accounting set-up.
• Implemented Project Accounting & Cash flow forecasting.

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.

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.

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.

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.

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.

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.

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.