Chris Roth Email & Phone Number

Philadelphia, PA, US

Maximus Partners is the leading professional services firm for growth-oriented organizations, with deep expertise in both CFO Advisory and Retained and Contingent Search services. We have worked alongside private equity investors and executive teams at PE-backed, privately-held and publicly-traded organizations to support hundreds of finance functions and.

• Provide financial services to small and medium sized businesses, including private equity and venture debt funded organizations. Offerings include Interim Chief Financial Officer, operating plan development, FP&A.
• Analyzed and developed options for turnaround of manufacturing business in Georgia which led to price increases, ERP cleanup, and tighter controls for inventory management, resulting in $6M EBITDA improvement for $35M.
• Developed KPI’s to manage daily operations of the business which have highlighted operational challenges and developed corrective action plans.
• Led the financial integration of recently acquired contract manufacturing organization.
• Identified control deficiencies and areas of improvement to streamline and automate accounting operations, which are expected to generate ½ FTE savings for $12M business.
• Analyzed inventory utilizing MRP and identified 5% of inventory was obsolete.

Bensalem, Pennsylvania, US

• Began as Interim CFO and transitioned to permanent CFO on April 1, 2022, for $18M entrepreneur led and investor backed, international Customer Experience Management company.
• Collaborated with the CEO and members of the leadership team on the financial strategy which included a 20% cost reduction required to return the business to profitability.
• Completed overhaul of QuickBooks general ledger, including a restatement of FY 2021 financial results, to improve the closing cycle and developed a reporting structure to bring financial transparency to the organization.
• Developed 5-year financial model to support the organization’s business strategy that aligns with the transition from a services-based business to SaaS/PaaS.
• Introduced purchase-to-pay processes resulting in identification of $1M in excess spending.
• Improved sales compensation plans to avoid commission plan administration ambiguity and mitigate risk.

Forchheim, DE

• Selected by CFO for role providing financial oversight for Siemens Integrated Delivery Network (IDN) business unit. Collaborate with account teams to further develop U.S. customer finance strategies and business models.
• Expanded scope of responsibility from $400M medical equipment business and a staff of three employees to $1.3B and 12 employees with the addition of laboratory diagnostics and service portfolios
• Refocused IDN organization on partnership-oriented relationships in response to pricing pressures, positioning Siemens as the partner of choice.
• Reversed minimal growth trend with double-digit percentage year-over-year improvement, by driving transparency with improved financial reports, budgets, forecasts, dashboards, etc.
• Spearheaded negotiations leading to development of Master Purchasing Agreement with key customers, resulting in 16% increase in orders and improved customer relationships.
• Leveraged power of Siemens brand as full-service provider to facilitate capture of $70M new major account.

Forchheim, DE

• Promoted to end-to-end responsibility for Quote to Cash Process, including proposal development, billing, revenue recognition, and A/R for the Health Services Division which generates Order and Sales volume in excess.
• Equipped organization to meet new market demands and growth opportunities with new clinical and financial systems as well as customer retention strategies to deliver millions in revenue and profit acceleration.
• Created a Regional Finance function bringing focus to customer-related financial topics and improvement of sales support.
• Preserved $50M in threatened revenues and enabled $50M+ in profit acceleration.
• Negotiated more than $160M in customer purchase commitments.

Forchheim, DE

• Adapted Siemens financial and accounts receivable processes and model to software/service versus hardware-focused business. Designed standard controls and reporting, with specific daily, weekly, and monthly.
• Reduced contract valuation closing cycle by more than two weeks.
• Restructured sales organization for $20M in cost savings.
• Reined in A/R and rationalized process to better match software/services collection requirements.
• Drove contract renewals and customer retention through sales team Incentive Compensation Plans.

Forchheim, DE

• Provided financial and technical leadership for financial planning, budgeting, and business administration for a $1 Billion business.
• Set authority limits and approval process for complex contracts.
• Implemented standard financial controls and reporting process.
• Reduced costs by $20M by driving efficiency in multi-tiered sales organization.

Forchheim, DE

• Led budgeting, financial planning, and strategic/tactical planning for newly acquired $300M Clinical System R&D Division with more than 800 employees worldwide.
• Developed financial model for next-generation healthcare information system.
• Negotiated and administered relationships with software suppliers and offshore software development.
• Created business plan template adopted for all business development initiatives.
• Directed the creation of a global price book for all of the division products and services.

Streamlined budget and planning process by creating a rolling forecast – budget system.Implemented a reporting and analytics system used to provide monthly operational results to Sr. Mgmt.

Master Of Business Administration - Mba, Finance, General

Bachelor Of Arts - Ba, Accounting