Max Schwartz Email & Phone Number

Portland, Or, Us

Portland, Or, Us

Providing 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.

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.

Portland, Oregon, Us

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:- Led $1.35B sale of Malarkey, managing due diligence, financial forecasts, and contract negotiations.- Collaborated with Holcim on transition matters.- Divested from underperforming joint ventures.Financial Growth & Improvement:- Secured $70M line of credit and financing for a new production line, boosting capacity by 40%.- Renegotiated supply agreements, increasing profit by $3M annually.- Enhanced pricing processes and rebate management, improving gross profit and EBITDA margins.Operational Leadership:- Directed finance, accounting, IT, and corporate purchasing functions.- Implemented forecasting processes and information security policy.- Managed corporate insurance and risk management.- Improved talent management and performance systems.Digital Transformation:- Key member of Dynamics AX ERP implementation.- Automated expense reporting and accounts payable, increasing efficiency.

Portland, Oregon, Us

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 planning, project management, data maintenance, and collaboration with functional leaders.

Board member and Treasurer. Non-profit soccer club offering recreational and club level opportunities for children.

Portland, Or, Us

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.

Portland, Or, Us

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.

Portland, Or, Us

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.