Todd Serulneck

About Todd Serulneck

I partner with owners and CEOs of primarily small and medium-sized businesses to solve financial risks and headaches.My philosophy when working with clients is Culture first, Strategy second, and Execution third. Integrity is a given and never compromised.Hello. My name is Todd Serulneck. I am a CFO located in the Charlotte, NC area and Managing Director at Lancaster & Hall. I work with business owners like you who are- Worried about how long they can survive in today\'s economic conditions of high inflation, growing interest rates, a shortage of affordable quality labor, and a possible recession around the corner- Concerned about permanently damaging the business as they cut costs to save cash- Handicapped by the financials; preventing access to funds from investors, banks, and other sources- Upset because they don\'t have their finger on the pulse of the business; they are missing out on critical business insights.If any of this resonates with you, I would love to have a conversation to explore the possibilities of us partnering and solving these problems together. You can contact me by phone, e-mail, or on my website. I look forward to working with you. Phone: ‪(70••••••68E-Mail: t•••@lancasterandhall.comWebsite: https://lancasterandhall.com

Experience

1. Managing Director, Contract and Fractional CFO Services and Consulting

   Lancaster & Hall, Llc

   Jan 2021 — Present · Charlotte, NC, US

Education

• Columbia Business School

  Master of Business Administration (MBA), Finance and Entrepreneurship

  2000 — 2002

• Brandeis University

  B.A., Neuroscience

  1991 — 1995

Skills

• Microsoft Excel
• Microsoft Powerpoint
• Retail
• Small Business
• Strategy
• Small Business Financial Management
• Business Planning
• Software as a Service (Saas)
• Business Development
• Financial Modeling
• Income Statement
• Analysis
• Research
• Accounting
• Forecasting
• Managerial Finance
• Strategic Financial Planning
• Consulting
• Business Process Improvement
• Leadership
• Corporate Finance
• Business Valuation
• Competitive Analysis
• Cross-Functional Team Leadership
• Start-Ups
• Pricing
• Marketing
• Valuation
• Budgets
• Finance
• Budgeting
• Microsoft Office
• Sales
• Mergers & Acquisitions
• Financial Planning
• Franchising
• Corporate Fp&a
• Financial Planning and Analysis
• Strategic Planning
• Microsoft Word