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. Since assuming this role, Jared has led the reorganization efforts that combined four consulting teams into one business unit and has exceeded revenue and EBITDA targets in Q1 2023. Jared is also responsible for managing client relationships, driving client satisfaction, and ensuring the sales team is driving growth through new client acquisitions.
Prior to E78 Partners, Jared served as the Finance Director at Cadilus Inc, which was acquired by E78 Partners. In this role, he led all internal finance, accounting, and treasury activities for the $6M founder-owned Cadilus business. He supported the integration of Cadilus into E78 Partners with the implementation of E78’s accounting and finance software. Jared improved all internal finance capabilities, enabling better decision-making related to staffing, demand planning, project profitability, and operating expenditures. He also accelerated the monthly close process from 20 days to 5 days and implemented a rolling monthly forecast.
Jared’s previous work experience includes senior finance roles at Honeywell International, where he led all forecast-related activities for the Airbus, Electronics, and Airlines Americas Business Units. He also served as Site Controller for the $1.4B Phoenix Engines Site and led several revenue assurance projects across Aerospace, identifying systematic failures that generated $5M of additional income in 2015.
Jared holds a Bachelor of Science degree in Accounting from Arizona State University and is a Certified Public Accountant. He is passionate about coaching and mentoring finance professionals, driving performance improvement, and collaborating with cross-functional teams, and is fluent in Portuguese.