KEY ACCOMPLISHMENTS
Reduced month-end close process by 55 days, slashed costs 50%, and surged efficiency 66% by reengineering accounting, finance, and payroll, and fusing treasury and cash management functions.
Captured over $500K annually in unbilled revenue by analyzing fluctuations and discrepancies in daily job reports.
Crystallized management investment decision-making by implementing processes to capture total job costs.
Completed integration and implementation of existing ERP system, mitigated risk, time, and cost-savings.
Uncovered and shut down ongoing payroll fraud through segregation of duties and internal controls.
Completed and integrated multiple acquisitions totaling $400M+ in revenue across multi-site businesses.
Refinanced an $80M+ ABL facility, managing all banking and lender relationships including covenant reporting and tracking.
Led financial and operating committee reviews, long-range strategic planning, and go-to-market preparation for private equity–owned portfolio companies.
Served as primary liaison with investment banking groups during sell-side processes, developing Confidential Information Memoranda (CIMs) and management presentations.
Built and managed long-range financial models, annual budgets, and rolling forecasts to improve visibility, goal setting, and performance tracking.
Designed and implemented operational planning platforms and internal controls to manage business operations, labor, and cost productivity.
Experienced in GAAP, valuation, and M&A fundamentals; hands-on with treasury, AP/AR, financial planning systems (BPC, TM1, Hyperion, Essbase, Anaplan), and ERP transitions.
Developed multiple company financial models to evaluate capital structure, working capital needs, and valuation.
Identified duplicate vendor payments and related party disbursements using IDEA data analytics software. Review led to improved accounts payable process.
Evaluated effectiveness of estimating, billing, equipment usage and cash management functions. Reviewed audit findings with management.
Reviewed system access and functions for compliance with segregation of duties controls.
Completed a review of funds transfer process, evaluated adequacy of internal controls and proposed control enhancements.
Managed business continuity for Division including development and maintenance of plan documentation and planning, coordination and evaluation of annual business continuity exercise.
Achieved a high level of client satisfaction in administering five structured finance transactions with $1.5 billion in collateral.
Closed four new structured finance transactions in six months resulting in significant new revenue.
Identified a control weakness that resulted in implementing a procedure to ensure all accounts were billed in a timely manner.
Founder of Bender CFO Services and author of Forecast Your Future, Shane brings 20+ years of experience helping service-based businesses and marketing agencies gain financial clarity and confidence. He specializes in forecasting, cash flow management, and uncovering blind spots that unlock growth.
At FLX CFO, we operate with a core team of business partners while also maintaining a trusted bench of experts. These are independent professionals who run their own businesses but collaborate with us as contractors when specific client needs arise. This gives our clients access to a wide range of specialized expertise without the overhead of a large in-house team. Our job at FLX, CFO is to let you know when your business can benefit from our bench.
