In the past decade, Max's served as the head of finance for small-to-midsize businesses, positioning them as M&A targets through his expertise in finance, US tax, business intelligence, and sales process optimization. He's worked with clients in multiple industries including manufacturing, distribution, and medical products. Max joined Toptal to help his clients streamline their operations through a data-centric approach towards finance and ERP.
Served as a sounding board and business partner to leadership within wholesale and retail manufacturing, import and warehousing, logistics and distribution, diagnostic chemistry, blood and plasma, real estate construction, restaurant and hospitality, and other product and service industries, with a focus on improving their access to timely data and relevant metrics and freeing up their time from finance, operations and tax in order to focus on sales and growth.
Assisted in managing the US subsidiary of an international medical device and reagent distribution company, which grew from a home garage to a 10,000+ square foot warehouse, lab, and manufacturing enterprise. Served as contracted CFO of the enterprise, supervised all tax compliance, and prepared all the federal and state tax returns to include foreign corporation filings and the DPAD credit.
Supervised the diligence efforts in the acquisition of a supplier for a durable medical goods distributor, integrated operations of supplier into ERP and performed all transaction accounting.
Acted as the CFO of an established broker, manufacturer, and processor of human-sourced blood and plasma products. Worked directly with the president on a daily basis to expand operations, provide business intelligence, budgeting, cash flow, and general support.
Performed income, payroll, sales and property tax filings for individuals, corporations, partnerships, trusts, nonprofits and foreign entities, tackling complex issues and staying abreast of changing tax laws.
Implemented and configured accounting systems and value-add modules.
Focus areas: Personal Finance, Corporate Finance, Financial Systems, Management Accounting, Business Intelligence (BI), Business Advisory, Taxation, Financial Planning & Analysis (FP&A)
Senior Business Analyst
2016 - 2018
Architected and maintained a dynamic sales incentive program that compensated sales team members in accordance to their impact on the gross margins of the enterprise with an added functionality that allowed sales executives to quickly rebalance territories around strategic objectives without negatively impacting program integrity.
Launched a business intelligence solution via T-SQL by homogenizing and aggregating the complete P&L impact of each sales line from multiple ERP sources into one database with world-class analytics and visualizations by MS Power BI.
Led efforts to present and communicate relevant outputs from this process to department managers and executives.
Held a direct role in safeguarding profit margins of the enterprise via processes to calculate and statistically analyze the P&L impact of individual sales lines, measuring reality vs expectations, and flagging problem areas for actions.
Supported and added value to sales and operations fronts by creating and maintaining various automated Excel and SQL-based tools and applications, such as comprehensive future costing, multi-distributor quoting and quotations for manufactured goods.
Architected and executed the sales and gross profit budget process for the enterprise; received accolades from investors and executives for comprehensiveness, clarity, and effectiveness of the models.