Adam M. Macleod, Mba

Adam M. Macleod, Mba Email and Phone Number

Fractional CFO | Co-Founder @ Sightline CFO Partners
Windsor, CA, US
Adam M. Macleod, Mba's Location
Windsor, California, United States, United States
Adam M. Macleod, Mba's Contact Details

Adam M. Macleod, Mba personal email

Adam M. Macleod, Mba phone numbers

About Adam M. Macleod, Mba

Adam is the VP of Finance for Rivalz Snacks! A results-driven CPG finance executive with 20+ years of experience and a proven track record of elevating financial performance while driving strategic growth for private equity and venture backed organizations. With a background in corporate finance (FP&A), accounting (Controllership), and proven leadership, he brings a unique blend of financial expertise and strategic vision to the table. Adam's industry experience includes mission driven companies in the consumer products, manufacturing, bio tech, food and beverage, and venture funded startups.

Adam M. Macleod, Mba's Current Company Details
Sightline CFO Partners

Sightline Cfo Partners

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Fractional CFO | Co-Founder
Windsor, CA, US
Adam M. Macleod, Mba Work Experience Details
  • Sightline Cfo Partners
    Fractional Cfo | Co-Founder
    Sightline Cfo Partners
    Windsor, Ca, Us
  • Rivalz™
    Vice President Of Finance
    Rivalz™ Feb 2024 - Present
    Sonoma, Ca, Us
    Rivalz is disrupting the snacking game with the most satisfying, accessible, nutrient dense snacks. Brought to you from the farm to fork capital, Rivalz is designed and led by world renowned foodies and scientists in collaboration with UC Davis, a global catalyst that merges cutting edge research and expertise in food, tech, agriculture and health. Rivalz created a one-of-a-kind, dual-textured, multi-flavored stuffed snack that not only tastes like those traditional snacks you hate to love but also packs purposeful nutrition. Rivalz is on a mission to restore fun and positivity into modern snacking and mealtimes with next level nutrient dense foods that let us live more in the moment and maximize tomorrow. Our game changing snacks rival any traditional snack on flavor and provide a new way of thinking about snacking nutrition. We're setting out to give those snacking goliaths a little healthy competition with a snack that tastes better and does better. Finally, nutrient dense snacks without compromise!
  • Macleod & Co.
    Fractional Cfo For Cpg & Startup Companies
    Macleod & Co. Jan 2017 - Feb 2024
    Fractional CFO and outsourced accounting services for CPG and startup companies.
  • Nobell Foods
    Director And Head Of Finance
    Nobell Foods Feb 2023 - Nov 2023
    S San Fran, California, Us
    Reporting to the CEO as the Head of Finance, I led, developed and had oversight on all finance and accounting functions.Nobell Foods is a mission driven alternative protein biotechnology/ food technology company looking change the food system by creating casein proteins from plants.
  • Kiss My Keto
    Chief Financial Officer
    Kiss My Keto Mar 2022 - Nov 2022
    Los Angeles, California, Us
    • Kiss My Keto is a food company with national and ecommerce distribution including Amazon, Walmart, KeHE, UNFI, Sprouts, Kroger, & Costco.• Leading FP&A –financial forecasting and budget, 3 statement modeling in Excel, sales bottoms up modeling; actionable insights into driving profitability and scale. • Comprehensive monthly executive reporting package and analysis including Budget vs. Actual, KPI measurement and tracking, contribution margin analysis, financial performance and commentary for leadership team.• Strategic planning and goal setting• Treasury- 13-week cash forecasting model and long-range model • Accounting- Oversight for Audits and field exams, GAAP expertise, oversight of outsourced accounting firm.• Debt financing - oversight of debt, lender relationship and compliance
  • High Beauty
    Head Of Finance
    High Beauty Feb 2021 - Mar 2022
    Santa Rosa, California, Us
    High Beauty Innovative cannabis (hemp seed oil) skin care startup with multiple brands and global distribution.• Reporting the Founder and CEO, I led strategic finance & accounting for a seed stage to series A stage venture capital backed global skincare company with multiple brands in multiple distribution channels.• Fundraising - working with founder to raise capital. Bridge convertible note experience, Series A investor, Pitch decks, data room, analysis and support to founder, shareholders and potential investors.• Treasury- 13-week Cash forecasting model building and management of funds in and out. • FP&A – hands on 3-year strategic forecast model building, analysis such as margin analysis by channel, brand, sales and performance reporting• Audit– Ownership of full annual audit by CPA firm, compliance, internal controls, • Accounting- Hands on ownership of quality of monthly and quarterly financial reporting, accuracy and timeliness of the month end close• Cap table management- Carta software, fundraising scenarios and forecasting working
  • Every Man Jack
    Director And Head Of Finance
    Every Man Jack Jun 2020 - Dec 2020
    Mill Valley, California, Us
    • Reporting to CEO- Leading the finance and accounting efforts of a majority acquisition of the brand to Private Equity firm Carlyle Group. Intrepid investment bank, deal readiness, presentations, due diligence, data room, Big 4 PWC evaluation, and support to founder.• #1 Men’s personal care product brand in the natural channel nationally distributed to most retailers such as Target, Walmart, Kroger, Whole Foods, CVS, Costco, Walgreens, UNFI, KeHe.• Treasury Management: 13-week cash forecast implemented and cash controls and efficiencies• Financial forecasting and created first detailed company budget by GL account (3 statement model)• Hands on Analysis- Margin by channel, customer, and product category, sales analysis, financial KPIs and implemented processes to shorten days to cash.• Lead the accounting close from 30 days to 10 days with amazing accounting team• Risk Management- assessed risks, improved internal controls, covered insurance policy gaps• A comprehensive financial assessment was completed and roadmap for improvements executed
  • Miyoko'S
    Director And Head Of Finance
    Miyoko'S Jan 2018 - May 2020
    Petaluma, Ca, Us
    • Reporting to CEO as Head of finance for high growth V.C. funded plant based CPG start-up of award-winning non-dairy cheese and butter with national and international distribution.• I built, developed and lead a wonderful Miyoko's finance and accounting function and team through rapid company growth and accomplishments. • Cash flow modeling and management-developed 13-week cash forecast• Annual Operating Plan/budgeting leader and financial forecast modeling with scenarios, sales forecast model, variance analysis, and reforecasting for rolling 18 month forecast.• Ownership of all accounting GAAP compliance, audits, and financial reporting and cost accounting oversight. • KPI reporting companywide on weekly and monthly basis. Weekly finance report, Monthly reporting.• ERP management and implementation, bill of materials management, expense software management implementation, EDI implementations, bill.com• Assisted founder with fundraising support during series B raises and compliance with shareholders. Maintained Cap table, stock option grants and exercises as well as scenario planning in Carta.• Raised debt and restructuring with new lender, negotiated excellent terms, refinanced equipment, credit line, term loans, equipment leases saving significant interest expense. • Corporate compliance responsibility of debt covenants, board covenants, Cap Table management, 409A, and legal and tax compliance.• Board of Director’s reporting, presentation, and communication. • Annual audit ownership- passed with no material weaknesses• Margin costing model creation and management to develop SKU rationalization, and pricing • Internal controls established: Order to Cash, procure to pay, Corporate T&E, Purchasing approvals, contract review, and CAPEX policy creation.• Purchasing forecast model development• Timely 10 day accounting close with reporting completed.• Supply chain, HR, IT oversight at points during my time there. 30,000 square foot manufacturing plant.
  • Cpi International
    Accounting Manager
    Cpi International Jul 2016 - Apr 2017
    Santa Rosa, Us: California, Us
    Global manufacturer of Colitag water test kit, elemental standards, and other testing instruments.• Led accounting operations as accounting manager/ controller to GAAP standards for a technology manufacturer of scientific instruments and laboratory materials.• NetSuite ERP implemented and led and trained company on implementation.• All accounting operations ownership, shortened close to 5 days, reporting, costing, subsidiary.
  • The Family Coppola
    Staff Accountant
    The Family Coppola Mar 2015 - Jul 2016
    Geyserville, Ca, Us
    • General ledger accounting, financial reporting, financial analysis for one of the largest wineries.
  • Brown Adams Agbayani Llp
    Staff Accountant
    Brown Adams Agbayani Llp Jan 2014 - Jun 2014
    Public Accounting. Tax.
  • Merrill Lynch
    Financial Advisor , Asst. V.P. Wealth Mgmt
    Merrill Lynch Mar 2008 - Mar 2012
    New York, Ny, Us
    Merrill Lynch Global Wealth and Investment Management
  • Morgan Stanley
    Investment Analyst
    Morgan Stanley May 2006 - 2007
    New York, Ny, Us
  • Wells Fargo
    Investment Consultant And Sr. Banker
    Wells Fargo Sep 2003 - Apr 2006
    San Francisco, California, Us

Adam M. Macleod, Mba Skills

Financial Accounting Us Gaap Tax Accounting Tax General Ledger Financial Reporting Financial Statements Microsoft Excel Data Analysis Fixed Assets Account Reconciliation Journal Entries Revenue Accounts Receivable Accounting Microsoft Office Gaap Strategic Planning Financial Analysis Consulting Wealth Management Investment Management Leadership Corporate Fp&a Generally Accepted Accounting Principles Internal Controls Forecasting Cash Flow Forecasting Cost Accounting Budgeting Supply Chain Management Enterprise Resource Planning Corporate Finance Management Negotiation Netsuite Erp Implementations P2p R2r Monthly Close Process Microsoft Dynamics Gp Intercompany Transactions Flux Analysis Otc Controller Planning Budgeting And Forecasting Product Costing Financial Modeling Strategic Leadership Debt And Equity Capital Raising Budgeting And Forecasting Management Accounting Working Capital Management Financial Audits Auditing Value Added Tax Payroll Inventory Control Purchasing Accounts Payable Software As A Service Corporate Tax

Adam M. Macleod, Mba Education Details

  • Santa Clara University Leavey School Of Business
    Santa Clara University Leavey School Of Business
    Master Of Business Administration - Mba
  • Santa Clara University Leavey School Of Business
    Santa Clara University Leavey School Of Business
    Accounting
  • Santa Clara University
    Santa Clara University
    Economics

Frequently Asked Questions about Adam M. Macleod, Mba

What company does Adam M. Macleod, Mba work for?

Adam M. Macleod, Mba works for Sightline Cfo Partners

What is Adam M. Macleod, Mba's role at the current company?

Adam M. Macleod, Mba's current role is Fractional CFO | Co-Founder.

What is Adam M. Macleod, Mba's email address?

Adam M. Macleod, Mba's email address is ad****@****ery.com

What is Adam M. Macleod, Mba's direct phone number?

Adam M. Macleod, Mba's direct phone number is +170725*****

What schools did Adam M. Macleod, Mba attend?

Adam M. Macleod, Mba attended Santa Clara University Leavey School Of Business, Santa Clara University Leavey School Of Business, Santa Clara University.

What skills is Adam M. Macleod, Mba known for?

Adam M. Macleod, Mba has skills like Financial Accounting, Us Gaap, Tax Accounting, Tax, General Ledger, Financial Reporting, Financial Statements, Microsoft Excel, Data Analysis, Fixed Assets, Account Reconciliation, Journal Entries.

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