An elite CFO services provider with a team of highly experienced strategic leaders that go beyond the numbers to assure the financial strength of your business. With a deep bench of talent, we are at-the ready to provide your organization with the leadership it deserves to guide your business and deliver results. Our services include providing CFOs on a Fractional, Interim, Project Based or Advisory basis.

$90 million private equity backed value-added distributor of industrial products to oil & gas, aerospace, and semiconductor industries. Acquired by private equity in March 2022. Became stand-alone entity in March 2023. Was previously part of Dutch based ERIKS / SHV portfolio. Chief Financial Officer
• Partnered with CEO to assist in the divestiture from ERIKS to private equity
• Took steps to establish stand along entity: IT / HR / Finance carve-out
• Led weekly EOS meetings and participated in implementation programs
• Developed KPIs and worked with PowerBI developer to create dashboards and trend reports
• Redesigned the strategic plan and annual budget processes by developing interactive model and soliciting input from operating divisions, saving 3 weeks during each cycle
• Led acquisition valuation analysis efforts for target companies
• Led successful cross functional acquisition integration team, completing task ahead of schedule
• Re-engineered the forecasting / results

• Developed key assumptions based annual planning model for client in the automotive services industry. Led a team of three analysts to provide model to client CFO and CEO.
• Developed and updated forecast / 5 year strategic planning model for client in the health care industry. Worked under time constraints to provide model to client CFO and investment bankers. Paul K. Schenian, Page 2,
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$12 billion publicly traded international manufacturer/distributor of aerospace/transportation products Director of Finance (Division Controller) and Operations
● Managing Director for $600 million Pre-Owned Aircraft division. Led 6 direct and 15 indirect reports for key support functions: maintenance, finance (FP&A), accounting, contracts, market research, and sales support. Owned direct responsibility for tracking trade-ins, establishing asset values, managing maintenance work packages, establishing selling prices, and managing the sales process.
• Negotiated maintenance vendor pricing via competitive bid process, saving 15% or $2.5M
• Created a trust-based atmosphere which led to the highest employee survey ratings among peers for four consecutive years