Brian Halstead Email & Phone Number

Charlotte Nc/Nashville Tn

Recruited to strengthen multi-entity luxury coach leasing company by building transformational revenue management and accounting plan; conducted strategic analysis of financial records across all companies and presented pro-forma models to illustrate potential scaling or divestiture scenarios. Partner with third-party consultants and system integrators to optimize cross-company accounting processes through separate P&Ls and private equity financial reporting.● Positioned Encore for improved reporting and data-driven strategic decisions by building out financial planning and analysis team based on industry-standard organizational structure.● In process of finalizing challenged QuickBooks-to-NetSuite conversion inherited from prior leadership and transitioned acquired company’s consolidated financial statement into 23 individual P&Ls across 4 entities.

Charlotte, North Carolina, United States

Directed all aspects of financial planning, analysis, and accounting for global portable sanitation company’s US division. Managed private equity-owned capex budgets and created divisional operating budget, P&L, financial models, and monthly reporting for 6 entities across 4 states in southeastern US. ● Reduced days sales outstanding (DSO) by 10 days within 6 months through implementation of new ERP, enhanced accounts receivable (AR) tracking, and culture of accountability.● Led ERP conversion from Sage50 platform to modern, cloud-based Sage Intacct platform.

Charlotte, North Carolina, United States

Developed and managed financial planning and analysis (FP&A) function for residential construction firm entering rapid growth phase. Led small accounting team through launch of new P&L tracking and reporting system. ● Delivered $1.5M in incremental profits within 18 months by automating and streamlining accounting processes and implementing new accounting structure.● Improved customer experience through management accounting control policies driven by newly implemented FP&A system.

Charlotte, North Carolina, United States

Drove business operations and financial management for local construction business. Promoted profitability across jobs by developing and managing individual financial models. ● Facilitated company turnaround, adding $70K in annual profit through improved operating, pricing, and financial management practices.● Realized 10% increase in profitability and reduced debt by 3% through streamlined accounting processes, strategic price increases, and permanent adjustments to change order premiums.

Charlotte, North Carolina, United States

Co-founded property management company consolidating services for high-end homeowners. Managed daily operations and elevated all functions, from estimation and vendor selection to client service and quality assurance.

Bachelor Of Arts - Ba, Exercise And Sport Science, Minor In Business Administration

Master Of Business Administration, Finance