Shad is a results-driven financial executive with a track record of driving growth, optimizing operations, and leading strategic financial initiatives across a broad spectrum of industries. Over the course of his 25+ year career, he has served in senior leadership roles in both the private and public sectors including Chief Financial Officer, Vice President of Finance, and Corporate Controller for companies ranging from high-growth startups to international enterprises with revenues exceeding $500 million... SEE MORE
During his career, he has built, led, and mentored finance and accounting teams in both domestic and international environments, including launching and overseeing operations in Latin America, the U.K., and throughout Asia. Shad has deep experience with treasury, investor relations, audits, board reporting, public company reporting and Nasdaq uplisting, intercompany structuring and transfer pricing agreements, FX optimization, and cross-border financial strategy. He has overseen multiple ERP implementations (Oracle, Dynamics AX, and more), raised growth capital, and helped companies through significant inflection points, including scale-ups, turnarounds, and preparation for exits.
Shad's unique experience and management skills have contributed to companies in the form of strengthened financial controls, improved cash flow, successful M&A integration, and foreign market expansion. He has delivered strategic value through hands-on leadership in complex operational and financial transformations.
His industry experience includes:
- Manufacturing & Distribution
- Consumer Products
- Ecommerce
- International Expansion
- Health & Wellness
- Direct Selling / Multi-level Marketing
- Logistics & 3PL
- SaaS / Technology
Shad is fluent in Spanish and holds an MBA with an emphasis in Accounting from Utah State University and a BS from BYU's renowned School of Accountancy at the Marriott School of Business. Originally from the Mountain West, Shad now resides in the Blue Ridge Mountains of Virginia with his wife and two youngest children and has a grown son who is married. When not working with his clients, Shad enjoys coaching his children's sports teams, camping and traveling with his family, and spending time outdoors.
