Finance Solutions

Our Finance Solutions bridge the gap between the operational
and strategic needs within the office of the CFO. 

The trusted destination for CFOs seeking comprehensive finance solutions.

Enabling CFOs to create & oversee top-performing finance departments, propelling business success as invaluable strategic partners.

Trusted By Industry Leading Organizations

To build a world-class finance organization,
we offer services for every step.

1
Fd
FOUNDATION

Build The Financial Foundation

Optimizing operational efficiency and effectiveness is a foundational step for CFOs. Our operational solutions are focused on helping CFOs build and maintain world-class finance and accounting capabilities.

Build

Designing customized models and reports tailored to each specific need

Streamline

Eliminating bottlenecks and reducing areas of inefficiency

Optimize

Leveraging world-class technology to optimize financial organizations through automation

THE JOURNEY TO BECOMING A WORLD-CLASS
FINANCE ORGANIZATION

Accelerate Business Performance 

A key benefit of positioning the CFO as a front-office strategic partner is the integration across the entire organization, leading to the development of a deep, interconnected enterprise perspective. Over the long term, the partnership between finance and business stakeholders enables more strategic thinking, operational discipline, and better decision-making.

2
Re
RESULTS

Meet Our Finance Leaders

Jared Peterson
Managing Director
Meet Jared
Managing Director
FP&A Services
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Jared Peterson

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FP&A Services - Managing Director
Jared is a seasoned finance professional with over 15 years of experience in finance and accounting. Jared is the Managing Director for FP&A Services Business Unit at E78 Partners. He oversees a team of over 40 consultants who provide forecasting and analytical capabilities to the middle market with a focus on private equity clients.
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Brett Lawson
Executive Managing Director
Meet Brett
Executive Managing Director
Accounting Services
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Brett Lawson

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Accounting Services - Executive Managing Director
Brett serves as the Executive Managing Director over Accounting Services of E78 Partners. Brett’s the one with the funny English accent who leads this team with his strategic and operational vision. His priority is the success and growth of the E78 Partners team, allowing them to focus on the needs of our clients and candidates.
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John Cataldo
Executive Managing Director
Meet John
Executive Managing Director
Cost Management Services
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John Cataldo

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Cost Management Services - Executive Managing Director
John is a highly accomplished Executive Managing Director at E78, where he co-leads the company's Cost Management Services (CMS) Group. With extensive experience in managing complex technical projects and optimizing business operations, John is responsible for the overall management and strategic direction of E78's cost management services.
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Lisa Clarke
Executive Managing Director
Meet Lisa
Executive Managing Director
Executive Services
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Lisa Clarke

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Executive Services - Executive Managing Director
Lisa Clarke is executive managing director of executive services with E78 Partners. She has 25 years of experience serving in operating roles for organizations in the manufacturing, technology, and services industries, and has held executive roles across a wide range of operating disciplines in startup and mid-market companies. She has a track record of success […]
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