Brad Berrett, Consulting CFO
Thirty-five years as a CFO and chief accounting officer for public and private companies in the U.S., Europe, and Japan. Brad works with StrategX clients on CFO, controller, and transaction engagements.
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Brad Berrett
Brad has spent about thirty-five years in senior finance roles, most of them as chief financial officer or chief accounting officer, at domestic and international companies, both publicly traded and privately held. His career began in commercial banking and Big Four audit and consulting, and moved from there into operating leadership.
He has led finance teams in manufacturing, sales and distribution, healthcare, and private-equity-backed companies. His work covers financial planning and budgeting, accounting and reporting, cash and expense management, internal controls, finance systems and data, and strategic planning.
Brad speaks German and has worked in Europe and Japan, which makes him a natural fit for companies with foreign parents, overseas subsidiaries, or international customers and suppliers.
Senior CFO judgment, without a full-time hire
- Fractional and interim CFO. Budgets, forecasts, board and lender reporting, and the finance plan behind growth or a sale.
- Healthcare and dental. Practice and group finance, payer mix and collections, and reporting for multi-location owners. Brad advises dental practices and groups as a CFO consultant and worked with Edwin on a dental billing company engagement. See dental practices.
- Manufacturing and distribution. Inventory and costing, margin by product and channel, and working capital. See manufacturing and fabrication.
- Controls and systems. Close discipline, segregation of duties, and cleaner data before an audit, a lender review, or a buyer's diligence.
- Private equity portfolio companies. Post-close reporting, covenant tracking, and the 100-day finance build-out.
- International operations. Foreign parents and subsidiaries, multi-currency reporting, and German-speaking stakeholders.
Background
- CFO and chief accounting officer roles for public and private companies
- Commercial lending and banking
- Big Four audit and consulting
- International assignments in Europe and Japan
- CFO consultant to dental practices and groups
- Worked with Edwin on a year-plus interim CFO engagement at a dental billing and revenue cycle company
Education: BS with dual majors in accounting and languages, Utah State University and Weber State University.
Brad works with StrategX as an independent consultant. Edwin van Stam, CPA scopes each engagement and stays responsible for the work and the client relationship.
How we staff engagements
One accountable lead
Edwin scopes every engagement, sets the fee in writing, and stays your point of contact. Brad leads the CFO work where his background fits best.
Matched to the problem
Healthcare, manufacturing, distribution, and international companies get a CFO who has run finance in those settings before.
Same fixed fees
Published CFO and controller fees apply no matter who leads the work. No added charge for senior help.
Need a seasoned CFO for a season?
Tell us what's going on and we'll reply within one business day.