Max Eckemoff, Finance Expert in Charleston, SC, United States
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Max Eckemoff

Verified Expert  in Finance

Finance Expert

Charleston, SC, United States
Toptal Member Since
October 23, 2018

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.

Career Highlights

Senior Business Analyst
AmerCareRoyal, LLC

Education Highlights

Master's Degree
University of North Carolina at Greensboro

Case Studies

Work Experience

Chief Financial and Data Officer

2018 - PRESENT
Energy One America
  • Worked in the capacity of chief financial and data officer.
Focus areas: Leadership, Financial Planning & Analysis (FP&A), Rollups, Mergers & Acquisitions (M&A), Business Intelligence (BI), Corporate Finance, CFO

Fractional CFO, Management Consultant

2009 - PRESENT
  • 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
AmerCareRoyal, LLC
  • 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.
Focus areas: Financial Planning & Analysis (FP&A), Inside Sales Budgeting, Purchase Price Allocation, Management Accounting, Financial Engineering, Data Analysis, Financial Consolidation, Financial Systems, Business Intelligence (BI)

Vice President of Finance

2011 - 2016
AmerCare, LLC
  • Served as the head of finance and liaison to investors and creditors.
  • Passed CPA audits, due diligence, reverse due diligence and quality of earnings by business brokers, private equity groups and M&A targets.
  • Led all of the FP&A and budgeting.
  • Designed, implemented, and maintained an improved commission incentive system for the sales force, catapulting growth rates from flat to 15-20% and serving to position the company favorably for M&A.
  • Led the post-M&A integration efforts and the implementation of a new ERP system.
  • Revised various business processes such as recognition of contra-sales and capitalized the landed costs to conform to GAAP and produce meaningful data on a sales-line level.
  • Developed a data-driven supply chain replenishment solution that improved working capital by 20% over 12 months and eliminated the majority of supply-driven backorders.
  • Enveloped all of the HR, payroll, and internal IT duties as well as all routine support and configuration of the company's ERP.
Focus areas: Inside Sales Budgeting, Operational Finance, Due Diligence, Mergers & Acquisitions (M&A), Controller, Leadership, Budgeting, Financial Planning & Analysis (FP&A)
2002 - 2007

Master's Degree in Accounting

University of North Carolina at Greensboro - Greensboro, NC, USA


Financial Consolidation, Data Analysis, Inside Sales Budgeting, Operational Finance, CFO, Due Diligence, Taxation, Corporate Finance, Debtor & Creditor Management, Controller, Budgeting, Business Advisory, Financial Planning & Analysis (FP&A), Accounting, Business Intelligence (BI), Purchase Price Allocation, Rollups, Mergers & Acquisitions (M&A), Management Accounting, Financial Systems, Personal Finance, Financial Engineering, Entrepreneurial Finance

Output Software

Microsoft Excel

Data & Analysis Software

Intuit QuickBooks, SQL

Geographic Expertise

United States

Industry Expertise

Early-stage Startups


Data Wrangling, Consulting, Entrepreneurship, Financial Reporting Dashboards, Dashboards, Reporting, Storytelling, GAAP, Corporate Controller, Finance Reports, Financials, Continuous Integration (CI), Interim Management, Interim Controller, Communication, Leadership, Management, Pivot Tables, Excel Modeling, Budget Modeling, FS Consolidation, Business Strategy, Business Planning, Business Analysis, Analytics, Analysis, Advisory, Finance, Data Warehousing, Data Engineering, Microsoft Dynamics AX, Microsoft Power BI, Microsoft SQL Server, T-SQL (Transact-SQL), Financial Software, Accounting Software Design, Data Warehouse Design, Transfer Pricing, Startups

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