Rachel Seashore Email & Phone Number

Kirkland, WA, US

Seattle, Washington, United States

Seattle, Washington, United States

E78 Partners is a leading provider of finance, accounting and technology solutions for middle-market businesses and financial sponsors. Our team delivers platinum-level advisory, talent, and managed services that address the critical finance, technology, and transformation challenges faced by corporate leaders and private equity sponsors across the middle.

Seattle, Washington, United States

Selected by investors and CEO to run financial due diligence pre-investment and lead the Finance, IT and HR teams post-investment as CFO. In 2018 accepted expanded role as COO to include Sales, Compliance and Professional Services.

Greater Seattle Area

Greater Seattle Area

Worked with executive and investment teams to build financial model and strategic plan.

Bellevue, WA

• Selected by Executive Chairman to build out back office teams and systems for this $100M high growth consulting firm. Responsible for Financial, HR, and IT staff and daily operations.
• Directed the internal and external efforts to improve workflow and reporting with AIM’s outsourced accounting and payroll partner.
• Directed the evaluation of Financial, CRM and HRIS platforms. Replaced dated CRM and timekeeping with Bullhorn implementation.
• Implemented cost controls and overhauled internal budget process.
• Bolstered internal review process and team building for Operations, IT, HR, and Finance employees.
• Supported all Due Diligence efforts with investment team in AIM’s acquisition/partnership with Addison Group and Odyssey Capital. Ran integration of AIM back office with Addison Group systems.

Portland, Oregon Area

• Selected by CEO as Director of Finance of this insurance brokerage company to implement and manage all financial operations including cash management and financial reporting. Quickly promoted to CFO and ultimately to.
• Responsibilities included Operations (Sales, Marketing, Customer Service, Quality Assurance, IT, Compliance), Human Resources (400 employees), and Strategic Partner Relations.
• Instrumental in back office integration with acquired partners in Chicago (Healthcare Solutions Team) and Milwaukee (Assurant) offices.
• Intense focus on productivity metrics and process improvement, reducing operational cost while beating production projections.
• Built sales team of agents specializing in retaining and cross-selling to existing business.

• Selected by CEO as Director of Finance of this insurance brokerage company to implement and manage all financial operations including cash management and financial reporting. Quickly promoted to CFO and ultimately to.
• Facilitated due diligence efforts during a strategic acquisition of AHCP alongside the acquisition of VelaPoint by National General Insurance (then GMAC).
• Orchestrated the successful integration of accounting systems, banking systems, operations, licensing, lead purchasing, and compensation programs to leverage efficiency.
• Ran commissions team to support 60+ inside sales agents and 7,500 external sales agents.
• Managed reporting, revenue share and relationships with internal and external affiliate partners.

• Selected by CEO as Director of Finance of this insurance brokerage company to implement and manage all financial operations including cash management and financial reporting. Quickly promoted to CFO and ultimately to.
• Built all financial and back office operations from the ground up.
• Ran the purchase of a personal lines book of business; implemented agency management system.

• Hired by CFO of this 100+ person employee benefits brokerage to oversee budgeting and financial statements. Played an integral role in facilitating the sale of the company and ensuring a smooth transition to the parent.
• Ran the accounting and financial operations of the company and its holdings. Responsibilities included preparation and presentation of monthly financials, all tax filings, and external audits.
• Directed annual budgeting process for all departments (100+ employees) and locations (3 offices).
• Ran financial and operational due diligence for the sale of the company and effectively transitioned finance and accounting operations to the buyer.

Seattle

• Brought on board by the CFO of this Venture Capital company as a Senior Staff Accountant, promoted to Accounting Manager, and then to Controller, managing 19 investment entities and over 300 Limited Partners.
• Managed day-to-day accounting, finance operations, and personnel for Frazier Healthcare and Technology Ventures, and all financial reporting for Frazier Healthcare Ventures, including financial statement preparation.
• Managed HR functions including hiring, payroll, benefits and 401(k).

• Hired as a Senior Auditor for this former "Big 5" accounting, audit and consulting firm.
• Planned, staffed, and managed all phases of audit and review engagements.
• Prepared and reviewed financial statements, 10Q, and 10K filings.
• Supervised, evaluated, and mentored staff.