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Brian Halstead Email & Phone Number

Strategic Financial Executive | Financial Planning, Modeling, & Analysis | Private & Private Equity Partnerships
Location: Charlotte, North Carolina, United States 5 work roles 2 schools
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Role
Strategic Financial Executive | Financial Planning, Modeling, & Analysis | Private & Private Equity Partnerships
Location
Charlotte, North Carolina, United States

Who is Brian Halstead? Overview

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Brian Halstead is listed as Strategic Financial Executive | Financial Planning, Modeling, & Analysis | Private & Private Equity Partnerships based in Charlotte, North Carolina, United States. AeroLeads shows a matched LinkedIn profile for Brian Halstead.

Brian Halstead previously worked as Chief Financial Officer at Encore Luxury Coach, Llc and Chief Financial Officer at Toi Toi Usa. Brian Halstead holds Bachelor Of Arts - Ba, Exercise And Sport Science, Minor In Business Administration from East Carolina University.

Profile bio

About Brian Halstead

Data-driven financial planning is essential for driving business transformation and sustained profitability. I am a transformative C-level financial leader who shapes organizational growth and profitability within complex financial landscapes. As a trusted advisor to leaders and business owners, I have a reputation for integrity and accountability, which enables me to strengthen relationships and guide pivotal decisions. I cultivate high-performing teams by providing mentorship and coaching that nurtures the hidden potential within teams. I also adeptly navigate challenges, providing M&A due diligence and integration that guides organizations to achieve significant financial milestones.As the Chief Financial Officer at Encore Luxury Coach Leasing LLC, I collaborate with consultants and system integrators to streamline accounting processes for financial reporting and multiple profit and loss statements.I am always open to expanding my professional network. If you would like to connect, please contact me at bghalstead@gmail.com.𝗔𝗥𝗘𝗔𝗦 𝗢𝗙 𝗘𝗫𝗣𝗘𝗥𝗧𝗜𝗦𝗘Integrity & AccountabilityTurnaround ManagementPrivate Equity PartnershipsBudget / P&L ManagementTransparent CommunicationData-Driven Decision-MakingFinancial Planning & AnalysisFinancial Modeling & AdvisoryProfitability & Revenue GrowthM&A Due Diligence & IntegrationFinance & Accounting LeadershipTeam Engagement & Development

5 roles · 15 years

Brian Halstead work experience

A career timeline built from the work history available for this profile.

Chief Financial Officer

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.
  • 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.
Aug 2022 - Jul 2024

Chief Financial Officer

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.
  • 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.
2018 - 2022 ~4 yrs

Chief Financial Officer

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.
2016 - 2018 ~2 yrs

Business Operations Manager, Controller

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.
2013 - 2016 ~3 yrs

President

Riley Management

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.

2011 - 2013 ~2 yrs
2 education records

Brian Halstead education

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What is Brian Halstead's role at their current company?

Brian Halstead is listed as Strategic Financial Executive | Financial Planning, Modeling, & Analysis | Private & Private Equity Partnerships.

Where is Brian Halstead based?

Brian Halstead is based in Charlotte, North Carolina, United States.

What companies has Brian Halstead worked for?

Brian Halstead has worked for Encore Luxury Coach, Llc, Toi Toi Usa, Knight Residential Group Inc, Derhodes Construction, and Riley Management.

How can I contact Brian Halstead?

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What schools did Brian Halstead attend?

Brian Halstead holds Bachelor Of Arts - Ba, Exercise And Sport Science, Minor In Business Administration from East Carolina University.

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