Aaron Grassi

About Aaron Grassi

I’m a collaborative, analytical Strategic Finance Manager with a strong track record of driving strategic growth, financial optimization, and data-driven decision-making in high-impact environments. I bring deep expertise in FP & A, M&A due diligence, and SaaS financial modeling, supporting debt refinancing, global acquisitions, and investor communications.I’m skilled in engineering sophisticated financial models, uncovering multimillion-dollar revenue opportunities, and implementing standardized frameworks that elevate forecasting accuracy and post-deal transparency. I’m also adept at partnering cross-functionally and globally to execute growth strategies for private equity-backed organizations.My key areas of expertise: FP & A & Strategic Finance, M&A Due Diligence & Integration, Debt & Lender Relations, SaaS Metrics & Financial Modeling, Private Equity-Backed Growth Strategy, Board & Investor Reporting, Strategic Planning & Forecasting, Product Line & Business Unit Profitability, Budget Development & Management, Cross-Functional Leadership, Cash Flow Analysis & Optimization, Profit Enhancement Strategies, Enterprise Valuation Methodologies, Data-Driven Decision Making, Financial Performance AnalyticsA few of my career highlights include: Educational Background: Exemplary academic qualifications, with a Bachelor of Science in Accounting from the University of Florida\'s Fisher School of Accounting; Certified Public Accountant (CPA) certification from the Georgia State Board of Accountancy; complemented by Chartered Financial Analyst (CFA) Engineered three-statement financial models supporting $1B+ debt refinancing that cut interest rates by 1 point—saving ~$20M annually. Spearheaded financial due diligence for six successful transactions collectively across four continents at Sovos Compliance, developing standardized post-close reporting protocols that improved transparency. Created advanced SaaS metrics models using key value drivers like gross and net retention, coupled with commercial due diligence market findings, accelerating historic growth including price increases for the latest acquisition target, increasing bookings targets by customer segment, and identifying key churn drivers.I’m passionate about endurance sports, with an Ironman Panama City finish (2022) and a 50-mile ultramarathon completion (2019), reflecting a strong commitment to discipline, resilience, and pushing past limits.

Experience

1. Financial Planning and Analysis Manager

   Sovos

   Sep 2024 — Present

   Lead financial planning for M&A transactions, overseeing financial modeling, SaaS metrics, and due diligence to assess acquisition targets, working cross-functionally with commercial and strategy teams to build value creation plans and track post-close performance.• Own company-wide financial planning initiatives, including annual operating plans for recently acquired businesses, one-time projects, expense modeling, and strategic initiatives across the full P&L.• Develop and systemize product-level profitability analysis, leading revenue and employee mapping for product lines and families to provide executive teams with insights into growth vs. margin trade-offs.• Refinanced company debt, partnering with bankers to develop investor materials, respond to lender Q&A, and product multi-year forecasted income statements, balance sheets, and cash flow statements.• Comfortable working with executives, collaborating with leadership to craft investment cases, resolve post-close complexities with newly acquired teams, and attend management meetings for potential acquisitions, interviewing key stakeholders.

Education

• University of Florida

  Acccounting

  2016 — 2020

• Palmetto Ridge High School

  High School Diploma

  2012 — 2016