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Max Schwartz Email & Phone Number
Founder and Principal
at
Calibrate CFO Solutions LLC
LinkedIn matched
✓ Verified May 2026
3 data sources
Profile completeness 86%
Current company
Role
Founder and Principal
Location
Portland, Oregon, United States
Who is Max Schwartz? Overview
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Quick answer
Max Schwartz is listed as Founder and Principal at Calibrate CFO Solutions LLC, based in Portland, Oregon, United States. AeroLeads shows a matched LinkedIn profile for Max Schwartz.
Max Schwartz previously worked as Founder & Principal at Calibrate Cfo Solutions Llc and Career transition at Career Break. Max Schwartz holds Bachelors, Accounting from Portland State University - School Of Business.
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Email format at Calibrate CFO Solutions LLC
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Calibrate CFO Solutions LLC
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Profile bio
About Max Schwartz
As the Founder and Principal of Calibrate CFO Solutions, LLC, I help small and medium-sized businesses in the Pacific Northwest achieve their financial goals through tailored fractional CFO services. With over 20 years of experience in accounting and finance, I focus on delivering strategic financial insights and support to empower business leaders to make informed decisions. My expertise spans financial forecasting, budgeting, cash flow management and long-term planning, allowing me to offer CFO-level services that address your most urgent needs without the commitment of a full-time hire. Whether you are looking to streamline financial processes, improve financial reporting or plan future growth, I offer guidance designed to strengthen the financial health of your business. Let’s connect with me to discuss how I can help your business thrive.Prior to founding Calibrate CFO Solutions LLC, I was a key member of the Malarkey Roofing Products executive team, transforming this privately held business into an attractive acquisition target. The Company sold in February 2022 to Holcim for $1.35B. After a successful tenure at Malarkey, in August 2022 I paused my career to invest time with my family and personal goals. I founded Calibrate CFO Solutions, LLC, as I enjoy making positive impacts on businesses and people.
Current workplace
Max Schwartz's current company
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Calibrate Cfo Solutions Llc
Website
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9 roles
Max Schwartz work experience
A career timeline built from the work history available for this profile.
Founder & Principal
CurrentProviding fractional CFO services to small and medium-sized businesses in the Pacific Northwest.Specializing in financial forecasting, budgeting, cash flow management, accounting operations, technology support and strategic planning.
Aug 2024 - Present
Career Transition
Career Break
Personal sabbatical - After 7 successful years at Malarkey Roofing, capped by its sale, I stepped away to decompress, brush up my technical skills, and work on family and personal goals. I am now refreshed, focused and ready to help businesses as a fractional CFO.
Aug 2022 - Jul 2024
Chief Financial Officer
I played a pivotal role enhancing financial performance, negotiating contracts, and managing transitions. I led initiatives that increased borrowing capacity, improved profit margins, grew revenues and optimized cash flow. My leadership extended to overseeing finance, accounting, IT, and corporate purchasing, managing a team of 25.Business Transactions.
Jun 2017 - Jul 2022
Controller
Responsible for financial reporting and managing a department of 12. Elevated the accounting service level through initiatives focused on talent development, operational improvements, and enhanced stakeholder collaboration.Played a crucial role in the 18-month implementation of the MS Dynamics ERP system. This digital transformation involved extensive.
May 2014 - Jun 2017
Treasurer
Northeast United Soccer Club
Board member and Treasurer. Non-profit soccer club offering recreational and club level opportunities for children.
Jun 2012 - Oct 2015
Senior Manager
Deliver quality audits and financial services to privately owned companies. Analyze financial data and internal controls, providing clear recommendations. Review contracts for financial impact and offer business insights. Develop client relationships, manage projects, and lead a team, while identifying process improvements.
Dec 2003 - Apr 2014
Treasurer
Board Member and Treasurer. Schoolhouse Supplies' mission is to promote educational equity in Portland area public schools by providing free school supplies to under-resourced students and classrooms.
Sep 2008 - Sep 2012
Senior Accountant
Conduct audits, reviews, and compilations of financial statements, ensuring GAAP compliance. Plan and execute audits, test internal controls, and draft reports per GAAS. Prepare business income tax returns, and supervise and train staff.
Jul 1999 - Nov 2003
1 education record
Max Schwartz education
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Portland State University - School Of Business
FAQ
Frequently asked questions about Max Schwartz
Quick answers generated from the profile data available on this page.
What company does Max Schwartz work for?
Max Schwartz works for Calibrate CFO Solutions LLC.
What is Max Schwartz's role at Calibrate CFO Solutions LLC?
Max Schwartz is listed as Founder and Principal at Calibrate CFO Solutions LLC.
Where is Max Schwartz based?
Max Schwartz is based in Portland, Oregon, United States while working with Calibrate CFO Solutions LLC.
What companies has Max Schwartz worked for?
Max Schwartz has worked for Calibrate Cfo Solutions Llc, Career Break, Malarkey Roofing Products, Northeast United Soccer Club, and Geffen Mesher & Company, P.C..
How can I contact Max Schwartz?
You can use AeroLeads to view verified contact signals for Max Schwartz at Calibrate CFO Solutions LLC, including work email, phone, and LinkedIn data when available.
What schools did Max Schwartz attend?
Max Schwartz holds Bachelors, Accounting from Portland State University - School Of Business.
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