Taylor Kopnitsky

About Taylor Kopnitsky

At Equify Advisors, we strive to deliver a positive, lasting impact for all our clients…

Experience

1. Partner - Netsuite Practice Lead

   Equify Advisors

   Jan 2022 — Present

   Post M&A Integration Practice - Comprehensive solutions designed to consolidate new acquisitions onto standardized financial systems and processes- Work with newly acquired companies to develop a short, medium, and long range road map for a successful financial integration - Optimization and automation of back office functions and business processes to add quantifiable enterprise value - Focus on private equity post M&A transformation to add quantifiable value during the firms holding periodFinancial Transformation & NetSuite Practice - End-to-end NetSuite implementation, optimization, and support services - Solutions implemented for full financial lifecycle including CRM, order-to-cash, procure-to-pay, GL management, and financial reporting and analysis- Go-to-market focus on services and software industries, but also hold experience in a wide variety of other industries and business models.FP & A Optimization Practice - Implementation of EPM tools including NSPB (NetSuite Planning and Budgeting) to enhance reporting and financial planning - Optimization of reporting and data strategy to enhance organizational agility - Pricing enhancement strategy servicesAdvanced Analytics Practice - Implementation of Data Warehousing tools including NSAW (NetSuite Analytics Warehouse)- Implementation of BI Tools to sit on top of your data sources including Power BI and TableauInternal Firm Management - Perform all CFO functions for Equify Advisors including management of AR, AP, payroll, benefits, cash management, internal and external financial reporting - Business development responsibilities with annual sales targets in excess of $4M - Recruitment and staffing responsibilities for ongoing and new project work

Education

• University of Pittsburgh

  B.S. in Business Administration

  2010 — 2014