Marcus Feldman
Chief Financial Officer, CPA · Minneapolis, MN
Summary
CFO of a $150M-revenue industrial distribution company, with 17 years in finance across public accounting and operating roles. Led a $62M refinancing and two acquisitions, grew EBITDA margin from 8.4% to 11.6% in four years, and runs finance, IT and HR operations for 1,100 employees.
Experience
Chief Financial Officer, Northgate Industrial Supply
Mar 2022 – Present
Minneapolis, MN
- Own financial strategy, planning, treasury, tax and audit for a $150M-revenue distributor with 14 branches; report to the CEO and present quarterly to the board and its audit committee.
- Led a $62M credit facility refinancing with a bank syndicate, cutting the blended interest rate by 140 bps and extending maturity to 2031.
- Closed two acquisitions ($18M and $27M purchase price), running diligence, quality-of-earnings review and integration; both reached target EBITDA within 14 months.
- Rebuilt the annual operating plan and 13-week cash forecast in Adaptive Planning, lifting EBITDA margin from 8.4% to 11.6% through pricing discipline and a 22% inventory reduction.
VP Finance and Corporate Controller, Lakeshore Packaging Group
Aug 2016 – Feb 2022
Milwaukee, WI
- Managed a 24-person finance and accounting team across three plants for a $95M packaging manufacturer, reporting monthly results by working day 6.
- Prepared the company for a private equity sale: audited financials, quality-of-earnings support and data room, closing at 9.5x EBITDA.
- Implemented NetSuite across 3 entities, retiring 11 spreadsheets and shortening the monthly close from 14 days to 6.
- Built a standard costing and variance process for resin and freight, recovering $2.3M a year in unabsorbed margin.
Skills
Financial planning and analysis · Capital structure and debt financing · M&A diligence and integration · Treasury and cash forecasting · Board and audit committee reporting · GAAP reporting and SEC readiness · ERP implementations (NetSuite) · Adaptive Planning · Working capital management · Covenant compliance · Private equity reporting
Education
MBA, Finance, University of Minnesota, Carlson School of Management, 2012
B.S. in Accounting, University of Wisconsin-Madison, 2007
Certifications
- Certified Public Accountant (CPA), Minnesota