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Brian Moen Email & Phone Number

Fractional CFO | Certified Exit Planning Advisor | Strategic Planning & Execution | Operational Excellence | Budgeting & Forecasting | P&L | Balance Sheet Management & Cash Flow Management | M&A | Revenue & EBITDA Growth at New Life CFO Services, LLC
Location: Southlake, Texas, United States 11 work roles 1 school
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Role
Fractional CFO | Certified Exit Planning Advisor | Strategic Planning & Execution | Operational Excellence | Budgeting & Forecasting | P&L | Balance Sheet Management & Cash Flow Management | M&A | Revenue & EBITDA Growth
Location
Southlake, Texas, United States
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Who is Brian Moen? Overview

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Brian Moen is listed as Fractional CFO | Certified Exit Planning Advisor | Strategic Planning & Execution | Operational Excellence | Budgeting & Forecasting | P&L | Balance Sheet Management & Cash Flow Management | M&A | Revenue & EBITDA Growth at New Life CFO Services, LLC, a company with 10 employees, based in Southlake, Texas, United States. AeroLeads shows a matched LinkedIn profile for Brian Moen.

Brian Moen previously worked as Fractional CFO and Certified Exit Planning Advisor (CEPA) at New Life Cfo Services, Llc and CFO/COO at A.C.E. Therapies. Brian Moen holds Bs, Business Administration from North Dakota State University.

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New Life CFO Services, LLC

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Profile bio

About Brian Moen

I bring extensive experience as a Fractional CFO and Certified Exit Planning Advisor, specializing in strategic planning and execution, operational optimization, and detailed budgeting and forecasting. Additionally, I effectively manage P&L, balance sheets, and cash flow to support the financial health and growth of organizations. I'm passionate about helping business executives and owners in the development and implementation of financial and operational strategies that not only elevate the company's value but also boost cash flow, increase revenue, and enhance EBITDA growth.I have more than three decades of leadership experience in Finance, FP&A and Business Processes, spanning a variety of industries. This includes roles in both privately held businesses, ranging from small to large and owned either individually or by private equity, as well as significant positions within large public corporations. My methodology for generating favorable outcomes for all stakeholders involves a collaborative partnership with executive teams, business development groups, and operational leaders.The goal is to understand the key drivers and dependencies for each area of business to create visibility and promote positive change. My passion lies in guiding businesses toward success through various strategic avenues. From identifying key performance metrics and formulating strategic plans to refining operations, creating efficient processes, and facilitating smooth business transitions, I am committed to enhancing business performance at every level.I cherish the moments with my expanding family, including my beloved wife and best friend, Sari, our six children, two daughters-in-law, one son-in-law, and three grandchildren (with another on the way). Outside of family time, I’m passionate about sports, with a particular interest in running, golf, and basketball. I always prefer to participate rather than spectate. We also find joy and fulfilment in our church groups, eager to lend a hand whenever necessary.Partnering with a Fractional CFO is a clear step towards ensuring your business's thriving future. I'm looking forward to the possibility of working together and helping your company stand out in today's dynamic and competitive business landscape. If you have any questions or if you're interested in learning more about how I can support your goals, don't hesitate to reach out. I'm here to assist.I look forward to talking with you!BrianNew Life CFOFractional CFO & Certified Exit Planning Advisor (CEPA)Email: brianm@newlifecfo.comPhone: 612-354-0631

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New Life CFO Services, LLC
New Life Cfo Services, Llc
Fractional CFO | Certified Exit Planning Advisor | Strategic Planning & Execution | Operational Excellence | Budgeting & Forecasting | P&L | Balance Sheet Management & Cash Flow Management | M&A | Revenue & EBITDA Growth
dallas, texas, united states
Website
Employees
10
AeroLeads page
11 roles

Brian Moen work experience

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Fractional Cfo And Certified Exit Planning Advisor (Cepa)

Current

Dallas-Fort Worth Metroplex

Breathing new life into your plans, processes and profits through our operational CFO expertise. Are you a forward-thinking company who is looking for ways to improve your company’s cash flow? Do you need a temporary Finance or Accounting leadership solution that can help you improve​ processes, reduce expense and drive EBITDA? Does your leadership team.

Oct 2022 - Present

Cfo/Coo

Greater Chicago Area

a.c.e. Therapies works with children and young adults living with autism, behavior issues and disabilities to help gain independence.

Jun 2021 - Oct 2022

Cfo Global Warranty At Amynta Group

Bedford, Texas

The Amynta Group is an industry leading team of warranty and specialty risk companies as well as managing general agents.

Nov 2019 - Jun 2021

Sr. Director, Finance

Bedford, Texas

Aug 2019 - Nov 2019

Director Of Fp&A

Dallas/Fort Worth Area

Solera is the global leader in vehicle lifecycle management software-as-a-service, data, and services.

Oct 2018 - Aug 2019

Sr Manager, Corp Fp&A

Westlake, Texas

Mar 2017 - Oct 2018

Fp&A Manager_Global Coatings

Greater Minneapolis-St. Paul Area

  • Valspar is a wholly-owned subsidiary of The Sherwin-Williams Company.
  • Finance business partner to Valspar’s Global Coatings businesses.
Jan 2016 - Mar 2017

Finance Manager_Guardsman Division

Greater Minneapolis-St. Paul Area

Jul 2012 - Mar 2017

Director Of Planning & Analysis

Greater Minneapolis-St. Paul Area

Great Northwest Insurance Company has been protecting the people of the Midwest and Pacific Northwest for over 20 years.

Sep 2007 - Jul 2012

Accounting Manager

Microgistix

Greater Minneapolis-St. Paul Area

Jun 2001 - Sep 2007

Office Manager

Greater Minneapolis-St. Paul Area

Menards home improvement stores are conveniently located throughout the Midwest in a 14-state region.

May 1992 - Jun 2001
Team & coworkers

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1 education record

Brian Moen education

FAQ

Frequently asked questions about Brian Moen

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What company does Brian Moen work for?

Brian Moen works for New Life CFO Services, LLC.

What is Brian Moen's role at New Life CFO Services, LLC?

Brian Moen is listed as Fractional CFO | Certified Exit Planning Advisor | Strategic Planning & Execution | Operational Excellence | Budgeting & Forecasting | P&L | Balance Sheet Management & Cash Flow Management | M&A | Revenue & EBITDA Growth at New Life CFO Services, LLC.

Where is Brian Moen based?

Brian Moen is based in Southlake, Texas, United States while working with New Life CFO Services, LLC.

What companies has Brian Moen worked for?

Brian Moen has worked for New Life Cfo Services, Llc, A.C.E. Therapies, Amynta Group, Solera, Inc., and Valspar.

Who are Brian Moen's colleagues at New Life CFO Services, LLC?

Brian Moen's colleagues at New Life CFO Services, LLC include Deborah R. Barker, Crx, Aryn London, Stacy Fredrick, Artelia Jackson, and James Neil.

How can I contact Brian Moen?

You can use AeroLeads to view verified contact signals for Brian Moen at New Life CFO Services, LLC, including work email, phone, and LinkedIn data when available.

What schools did Brian Moen attend?

Brian Moen holds Bs, Business Administration from North Dakota State University.

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