Max Eckemoff, Management Consultant in Charleston, SC, United States
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Max Eckemoff

Verified Expert  in Management Consulting

Bio

Max is a seasoned finance and data CPA with expertise in acquiring, scaling, and divesting companies. Mission-driven, he builds world-class teams and stays hands-on to drive success. As CFO, Max oversaw $30 million in fundraising and $61 million in M&A. His experience spans capital markets, diligence, integration, ERP, ethics, and compliance. Skilled in FP&A, 3-statement modeling, GAAP/IFRS, FASB 606/842, and US tax, he is seeking his next hypergrowth opportunity with a deeply resonant purpose.

Career Highlights

Fractional CFO and Management Consultant
Eckemoff CPA, LLC
Chief Financial Officer and Lead Analyst
Energy One America
VP Finance | Senior Business Analyst
AmerCareRoyal, LLC

Education Highlights

Master's Degree
University of North Carolina at Greensboro

Certification Highlights

CPA
AICPA

Case Studies

Software Expertise

  • Microsoft Excel

Other Expertise

  • Accounting
  • Business Intelligence (BI)
  • CFO
  • Corporate Finance
  • Financial Planning & Analysis (FP&A)
  • M&A Carve-Outs
  • Rollups

Work Experience

Fractional CFO and Management Consultant

2009 - PRESENT
Eckemoff CPA, LLC
  • Served as a business partner and sounding board to executives within various industries, with emphasis on elevating eligibility and access to primary/secondary lending markets, divestiture opportunities, acquisitions, and tuck-ins.
  • Designed, delivered, and supported bespoke automated Excel, SQL, and Power BI solutions for clients across various industries.
  • Crafted and rolled forward FP&A; established and configured financial systems and controls; trained, supported, mentored, and offboarded staff.
  • Compiled monthly, quarterly, and annual tax returns for domestic and foreign businesses and individuals, accurately resolving complex issues. Maintain payroll, sales and use, property, and medical excise tax compliance for clients.
  • Served as contracted CFO for 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.
  • Supervised the diligence efforts in the acquisition of a supplier for a durable medical goods distributor, integrated operations of the 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 daily with the president to expand operations and provided BI, budgeting, cash flow, and general support.
  • 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), Cash Flow, Financial Modeling, Forecasting, Investor Presentations, Profit & Loss (P&L), Revenue & Expense Projections, Financial Analysis, Investment Analysis, Investment Return Scenario Analysis, Fractional CFO, Financial Reporting, Internal Financial Reporting, Post-merger Integration, Reporting, Human Resources (HR), CFO, Interim CFO, Data Analytics, Investor Relations, Investor Reporting, Commercial Lending, US GAAP, Shopify, B2B, COO, Resource Allocation, Operations, Discounted Cash Flow (DCF), Business Modeling, Business Models, Valuation, Mergers & Acquisitions (M&A), Due Diligence, M&A (Buy-side), M&A Due Diligence (Financial), M&A (Sell-side), Business Strategy, Data Analysis Consultant, Management Consulting, Marketing Strategy, Strategy Consulting, Corporate Controller, Continuous Integration (CI), GAAP, Finance Reports, Financials, Communication, Management, FS Consolidation, Business Analysis, Analytics, Excel Modeling, Storytelling, Interim Management, United States, Consulting, Exit Strategy, Business Process Improvement (BPI), Cash Flow Forecasting, Cash Flow Management, Cash Flow Modeling, Amazon, Corporate Restructuring, Xero, eCommerce, Fundraising, M&A Modeling, Cap Tables, Business Planning, Startups, New Business Ventures, Project Management, Go-to-market Strategy, Competitive Analysis, Market Research, SaaS, Growth Strategy, Performance Improvement, Pitch Decks, Investments, Underwriting, Venture Capital, Pitch Preparation, Direct to Consumer (D2C), Consumer Products, B2C, DCF Modeling, Market Research & Analysis, Finance Director, Marketplaces, Financial Forecasting, Monthly Close Process, Pricing, Marketing Research & Analysis, Scenario Analysis, Fundraising Strategy, Customer Relationship Management (CRM), Organizational Design, Three-statement Modeling

Chief Financial Officer and Lead Analyst

2018 - 2024
Energy One America
  • Owned all decisions, analytics, fundraising, refinances, and negotiation of bleeding-edge daily liquidity and working capital position; raised and curated over $30 million of debt and capital to fuel hypergrowth and safeguard enterprise value.
  • Confidentially carved out seven mature branches ($61 million topline) to two publicly traded competitors and passed their diligence with no negotiated changes. Reorganized remaining org and human capital to yield the EBITDA throughput required by VC.
  • Led a distributed team to achieve board objectives for timely reporting and on-schedule buy-side diligence executions.
  • Architected and maintained a 3-statement simulation fundraising model in pursuit and curation of the M&A financing pipeline.
  • Integrated disparate data silos into a centralized data mart, automating many tedious, repetitive, and error-prone workflows, and developed and maintained various spreadsheet-based tools that facilitated accurate and efficient day-to-day operations.
Focus areas: Leadership, Financial Planning & Analysis (FP&A), Rollups, Mergers & Acquisitions (M&A), Business Intelligence (BI), Corporate Finance, CFO, Cash Flow, Financial Modeling, Forecasting, Investor Presentations, Pitch Decks, Profit & Loss (P&L), Revenue & Expense Projections, Financial Analysis, Investment Analysis, Investment Return Scenario Analysis, Financial Reporting, Internal Financial Reporting, Post-merger Integration, Reporting, Human Resources (HR), Interim CFO, Data Analytics, Investor Relations, Investor Reporting, US GAAP, Shopify, B2B, Resource Allocation, Operations, Discounted Cash Flow (DCF), Business Modeling, Business Models, Valuation, Due Diligence, M&A (Buy-side), M&A Due Diligence (Financial), M&A (Sell-side), Business Strategy, Data Analysis Consultant, Management Consulting, Marketing Strategy, Strategy Consulting, Corporate Controller, Continuous Integration (CI), GAAP, Finance Reports, Financials, Communication, Management, FS Consolidation, Business Analysis, Analytics, Excel Modeling, Storytelling, Interim Management, United States, Consulting, Taxation, Exit Strategy, M&A Carve-Outs, Business Process Improvement (BPI), Cash Flow Forecasting, Cash Flow Management, Cash Flow Modeling, Corporate Restructuring, eCommerce, Fundraising, M&A Modeling, Cap Tables, Business Planning, Startups, New Business Ventures, Project Management, Competitive Analysis, Growth Strategy, Performance Improvement, Investments, Underwriting, Venture Capital, Pitch Preparation, Direct to Consumer (D2C), Consumer Products, B2C, DCF Modeling, Market Research & Analysis, Finance Director, Marketplaces, Financial Forecasting, Monthly Close Process, Pricing, Marketing Research & Analysis, Scenario Analysis, Fundraising Strategy, Customer Relationship Management (CRM), Organizational Design, Three-statement Modeling

VP Finance | Senior Business Analyst

2016 - 2018
AmerCareRoyal, LLC
  • Built and deployed a midmarket stakeholder self-service BI suite, combining full P&L impact data from two ERPs at the invoice line level. Delivered world-class analytics and visualizations using Microsoft Power BI.
  • Held a direct role in safeguarding the profit margins of the enterprise via data mining to find efficiencies, measuring reality vs. expectations, and flagging problem areas for actions. Managed and mentored a data analyst to enforce this workflow.
  • Architected and executed the sales and gross profit budgeting and benchmarking workflow for the enterprise.
  • Supported and added value to sales and ops fronts by crafting and maintaining various automated Excel and SQL-based tools and applications, such as future landed costing, multi-distributor pricing, 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 the 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), Cash Flow, Financial Modeling, Forecasting, Profit & Loss (P&L), Revenue & Expense Projections, Financial Analysis, Financial Reporting, Internal Financial Reporting, Post-merger Integration, Reporting, Human Resources (HR), Data Analytics, Investor Relations, Investor Reporting, US GAAP, B2B, COO, Resource Allocation, Operations, Discounted Cash Flow (DCF), Business Modeling, Business Models, Valuation, Mergers & Acquisitions (M&A), Due Diligence, M&A (Buy-side), M&A Due Diligence (Financial), Business Strategy, Data Analysis Consultant, Management Consulting, Strategy Consulting, Corporate Controller, Continuous Integration (CI), GAAP, Finance Reports, Financials, Management, FS Consolidation, Business Analysis, Analytics, Excel Modeling, Communication, Storytelling, Interim Management, United States, Consulting, Taxation, Business Process Improvement (BPI), Cash Flow Forecasting, Cash Flow Management, Cash Flow Modeling, Corporate Restructuring, eCommerce, Cap Tables, Business Planning, Project Management, Competitive Analysis, Growth Strategy, Performance Improvement, Investments, Underwriting, Direct to Consumer (D2C), Consumer Products, B2C, DCF Modeling, Finance Director, Marketplaces, Financial Forecasting, Monthly Close Process, Pricing, Customer Relationship Management (CRM), Organizational Design, Three-statement Modeling

Interim CFO | VP 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, budgeting, projections, and cash flow.
  • 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 business processes, including contra-sales recognition and capitalizing landed costs, to align with GAAP and provide meaningful sales-line level data.
  • 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 and 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), Cash Flow, Financial Modeling, Forecasting, Investor Presentations, Profit & Loss (P&L), Revenue & Expense Projections, Financial Analysis, Financial Reporting, Internal Financial Reporting, Post-merger Integration, Reporting, Human Resources (HR), CFO, Interim CFO, Data Analytics, Investor Relations, Investor Reporting, US GAAP, B2B, COO, Resource Allocation, Operations, Discounted Cash Flow (DCF), Business Models, Valuation, M&A (Buy-side), M&A Due Diligence (Financial), M&A (Sell-side), Business Strategy, Data Analysis Consultant, Management Consulting, Strategy Consulting, Corporate Controller, Continuous Integration (CI), GAAP, Finance Reports, Financials, Communication, Management, FS Consolidation, Business Analysis, Analytics, Excel Modeling, Storytelling, Interim Management, United States, Consulting, Taxation, Business Process Improvement (BPI), Cash Flow Forecasting, Cash Flow Management, Cash Flow Modeling, Corporate Restructuring, eCommerce, Cap Tables, Business Planning, Project Management, Competitive Analysis, Growth Strategy, Performance Improvement, Investments, Underwriting, Direct to Consumer (D2C), Consumer Products, B2C, DCF Modeling, Finance Director, Financial Forecasting, Monthly Close Process, Pricing, Customer Relationship Management (CRM), Three-statement Modeling

Education

2002 - 2007

Master's Degree in Accounting

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

Certifications

JULY 2022 - PRESENT

CPA

AICPA

Skills

Finance

Financial Consolidation, Data Analysis, Purchase Price Allocation, Inside Sales Budgeting, Operational Finance, Rollups, CFO, Due Diligence, Mergers & Acquisitions (M&A), Taxation, Corporate Finance, Debtor & Creditor Management, Controller, Budgeting, Business Advisory, Financial Planning & Analysis (FP&A), Accounting, Business Intelligence (BI), Certified Public Accountant (CPA), Cash Flow, Financial Modeling, Forecasting, Profit & Loss (P&L), Revenue & Expense Projections, Investment Return Scenario Analysis, CPA, Financial Reporting, Internal Financial Reporting, Discounted Cash Flow (DCF), Valuation, M&A (Buy-side), M&A (Sell-side), Cash Flow Forecasting, Cash Flow Modeling, Fundraising, M&A Modeling, Pricing, Three-statement Modeling, Management Accounting, Financial Systems, Personal Finance, Financial Engineering, Entrepreneurial Finance, Market Research

Output Software

Microsoft Excel, Microsoft Dynamics

Data & Analysis Software

Intuit QuickBooks, SQL, Tableau

Industry Expertise

New Business Ventures, Venture Capital, Consumer Products, Early-stage Startups

Geographic Expertise

United States

Other

Data Wrangling, Consulting, Startups, 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, Investor Presentations, Pitch Decks, Ethics, Financial Analysis, Investment Analysis, Fractional CFO, Post-merger Integration, Human Resources (HR), Interim CFO, Data Analytics, Investor Relations, Investor Reporting, US GAAP, B2B, Resource Allocation, Business Modeling, Business Models, M&A Due Diligence (Financial), Data Analysis Consultant, Management Consulting, Strategy Consulting, Exit Strategy, M&A Carve-Outs, Business Process Improvement (BPI), Cash Flow Management, Corporate Restructuring, Xero, eCommerce, Cap Tables, Project Management, Competitive Analysis, Growth Strategy, Performance Improvement, Investments, Underwriting, Pitch Preparation, Direct to Consumer (D2C), B2C, DCF Modeling, Finance Director, Marketplaces, Financial Forecasting, Monthly Close Process, Marketing Research & Analysis, Scenario Analysis, Fundraising Strategy, Customer Relationship Management (CRM), Organizational Design, Data Warehousing, Data Engineering, Microsoft Dynamics AX, Microsoft Power BI, Microsoft SQL Server, Shopify, COO, Operations, Marketing Strategy, Go-to-market Strategy, SaaS, Market Research & Analysis, T-SQL (Transact-SQL), Financial Software, Accounting Software Design, Data Warehouse Design, Transfer Pricing, GitHub, Discord, Business Law, Commercial Lending, Amazon

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