Sean Grim, MBA, CPA
Verified Expert in Management Consulting
Management Consulting Expert
Charlotte, NC, United States
Toptal member since April 7, 2025
Sean is a finance executive with a track record of driving $70 million in net income growth through process optimization. Skilled in M&A, FP&A, and digital transformation, he has led customer initiatives, achieving a 15% net revenue CAGR and an increased market share. With 20+ years of leadership experience, Sean has developed high-performing teams and mentored 15+ associates, constantly focusing on driving growth, optimizing operations, and fostering innovation for measurable business success.
Career Highlights
Education Highlights
Certification Highlights
Case Studies
Oracle Implementation for a $1-billion DSD Distributor
Corporate Performance Management Tool
New IT Department Implementation
Expertise
- Accounting
- Business Process Modeling
- Business Process Optimization
- Logistics & Warehousing
- Mergers & Acquisitions (M&A)
- Operations Management
- Oracle
- Process Transformation
Work Experience
Senior Director IT – Business Services
Utz
- Established the IT business analysis department, driving cross-functional collaboration and fueling significant profitable growth for finance, HR, supply chain, and other teams within Microsoft Dynamics 365 for Finance and Operations.
- Transformed the IT ticketing system, doubling productivity and generating over $4 million in bottom-line improvements.
- Implemented accounts payable and accounts receivable automation, streamlining processes and reducing headcount by 20%.
- Optimized trade promotion management with BluePlanner, cutting improper trade promotions by $500,000.
President
Real Estate Investment (Self-employed)
- Managed real estate acquisitions, identifying opportunities to fix and flip single-family homes.
- Evaluated purchase opportunities for single-family and multi-family homes.
- Completed a real estate investing course to explore various investment opportunities in real estate.
President
SG Consulting
- Led the FP&A department, developed the annual budget for Reptrak, and assessed ASC 606 revenue recognition impacts on financial reporting and forecasting assumptions.
- Managed transactional reporting and analysis of the initial public offerings, ensuring proper accounting classification for SEC reporting.
- Developed business processes for the direct store delivery business unit, leveraging cross-functional expertise to establish financial strategies across accounting, finance, and technology for consumer packaged goods.
- Executed Electronic Data Interchange (EDI) invoice transactions for the top 15 vendors by invoice volume, streamlining the 3-way match process and improving vendor error resolution, resulting in a 20% accounts payable staff reduction.
Senior Director – FP&A
AAA Carolinas, Inc.
- Developed a profitable business model for the car wash business with a capital investment of $125 million.
- Implemented a new budgeting application in three months, which drove a 25% reduction in the timeline for budget completion.
- Migrated each business segment to an efficient, accurate rolling forecast model, utilizing KPIs and other operational data.
Director of Finance IT
Snyder's-Lance
- Drove a 20% EBITDA improvement and enhanced internal controls by designing a streamlined process to execute and optimize early payment discounts, enhance vendor master data accuracy, and improve financial reporting/customer deduction management.
- Achieved a 15% EBITDA improvement by consolidating Kettle Foods' back-office operations into Oracle EBS while migrating two US manufacturing facilities and two 3rd-party logistics in Canada.
- Enhanced compliance with IRS regulations by strengthening Form 1099 reporting controls, cleaning vendor master data, documenting federal requirements, and improving data collection.
Director of FP&A
Snyder's-Lance
- Reduced headcount by seven associates, driving a 6% annual EBITDA improvement during the ERP implementation for a $1.2-billion distribution business.
- Developed a standardized financial reporting and budgeting tool, integrating data from two ERP systems to support 200+ P&L statements, cost center reporting, profitability tracking for 20 brands, and budgeting.
- Standardized customer and item master data across JDE and Oracle, enabling Snyder's-Lance to generate.
Corporate Controller and Chief Accounting Officer
Snyder's-Lance
- Established the financial analysis department, saving $20 million over two years while driving short-, mid-, and long-term financial planning.
- Led the integration of five distribution companies ($5-$50 million in annual revenue) and three manufacturing companies ($5M-$110 million in annual revenue).
- Designed and launched the internal audit department, overseeing the annual audit plan development.
- Developed a new financial reporting framework, enabling performance analysis across 100+ profit centers.
- Built a monthly executive reporting package highlighting key profitability drivers and actionable opportunities for margin improvement.
Senior Internal Auditor
Woolworths
- Developed internal audit risk matrix and determined annual audit plan.
- Reviewed policies and procedures regarding inventory levels, inventory tracking, pricing/promotion activity, and inventory management.
- Reviewed new store opening processes, readiness assessment, and opening expenses.
Education
Master’s Degree in Business Administration (MBA)
Shippensburg University - Shippensburg, PA, USA
Bachelor's Degree in Accounting
York College of Pennsylvania - York, PA, USA
Certifications
North Carolina Certified Public Accountant
North Carolina Association of Certified Public Accountants (NCACPA)
Pennsylvania Certified Public Accountant
Pennsylvania Institute of Certified Public Accountants (PICPA)
Skills
Finance
Accounting, Budgeting, P&L Forecasting, Financial Planning & Analysis (FP&A), Financial Modeling, Profit & Loss (P&L), Revenue & Expense Projections, Three-statement Modeling, Commercial Finance, Order to Cash (O2C), Controller, Financial Consolidation, CFO, Operational Finance, Forecasting, Capital Budgeting, Mergers & Acquisitions (M&A), Zero-based Budgeting, Certified Public Accountant (CPA), Project Finance, Data Analysis, Cash Flow, Valuation, M&A (Buy-side), Taxation, Personal Budgeting
Output Software
Microsoft Excel
Industry Expertise
Consumer Products, Real Estate Modeling, Fashion, Luxury Goods, Technology, Franchises
Data & Analysis Software
BluePlanner
Other
Business Process Optimization, Process Transformation, Project Budget Management, Business Process Modeling, Master Data Management (MDM), Direct to Consumer (D2C), Financial Forecasting, Business Transformation, Process Mapping, Management Consulting, Financial Analysis, Variance Reporting, Controllership, Key Performance Indicators (KPIs), JD Edwards, Oracle, Demantra, Management Information Systems (MIS), Tax Accounting, Finance, Management, Logistics & Warehousing, Information Technology, Project Management, System Implementation, Sales Forecasting, Business Process Analysis, B2C, eCommerce, Startups, Business Strategy, International Expansion, Pitch Decks, Market Research & Analysis, M&A Due Diligence (Commercial), Go-to-market (GTM) Strategy, Data Analytics, Customer Experience, Customer Relationship Management (CRM), Business Plan Consulting, ERP Implementation, Strategy, Scenario Analysis, Subscriptions, Microsoft Power BI, Finance Transformation, Organizational Structure, HFM, Microsoft Dynamics 365 for Finance and Operations, OneStream, Windows 11, Oracle Cloud, Microsoft Azure, Human Resources (HR), Operations Management, Agile Transformation, Initial Public Offerings, Sales, Accounts Receivable, Accounts Payable, Distribution Resource Planning, Pricing Plans, Trade Promotions, Reporting, Organizational Design, Organizational build, Retail Management, Real Estate Management
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