Gregory Michaud MBA, MHA
Chief Financial Officer at Coffee By Design- Claim this Profile
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English Native or bilingual proficiency
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Spanish Elementary proficiency
Topline Score
Bio
Adam Ticson
Gregory is a savvy, intuitive CFO who gives clear, solid guidance. He’s consulted to my business as a Fractional CFO for several years and I’ve found his insight and recommendations to be very helpful. Through Gregory’s guidance, we were able to streamline and automate our accounts receivable process, drastically reducing uncollectable accounts and significantly boosting our cashflow. Gregory also gave us excellent guidance on financial and operational strategy, allowing us to be more focused on our competencies, increasing productivity and ultimately our bottom line.
Scott Wilson
I've been in the wholesale drug business for 23 years. In all of my time working with pharmacy owners, I've never dealt with someone more organized and professional than Gregory. He did an outstanding and thorough job of evaluating wholesalers - I'm saying that and he didn't even choose my company as his primary provider!
Adam Ticson
Gregory is a savvy, intuitive CFO who gives clear, solid guidance. He’s consulted to my business as a Fractional CFO for several years and I’ve found his insight and recommendations to be very helpful. Through Gregory’s guidance, we were able to streamline and automate our accounts receivable process, drastically reducing uncollectable accounts and significantly boosting our cashflow. Gregory also gave us excellent guidance on financial and operational strategy, allowing us to be more focused on our competencies, increasing productivity and ultimately our bottom line.
Scott Wilson
I've been in the wholesale drug business for 23 years. In all of my time working with pharmacy owners, I've never dealt with someone more organized and professional than Gregory. He did an outstanding and thorough job of evaluating wholesalers - I'm saying that and he didn't even choose my company as his primary provider!
Adam Ticson
Gregory is a savvy, intuitive CFO who gives clear, solid guidance. He’s consulted to my business as a Fractional CFO for several years and I’ve found his insight and recommendations to be very helpful. Through Gregory’s guidance, we were able to streamline and automate our accounts receivable process, drastically reducing uncollectable accounts and significantly boosting our cashflow. Gregory also gave us excellent guidance on financial and operational strategy, allowing us to be more focused on our competencies, increasing productivity and ultimately our bottom line.
Scott Wilson
I've been in the wholesale drug business for 23 years. In all of my time working with pharmacy owners, I've never dealt with someone more organized and professional than Gregory. He did an outstanding and thorough job of evaluating wholesalers - I'm saying that and he didn't even choose my company as his primary provider!
Adam Ticson
Gregory is a savvy, intuitive CFO who gives clear, solid guidance. He’s consulted to my business as a Fractional CFO for several years and I’ve found his insight and recommendations to be very helpful. Through Gregory’s guidance, we were able to streamline and automate our accounts receivable process, drastically reducing uncollectable accounts and significantly boosting our cashflow. Gregory also gave us excellent guidance on financial and operational strategy, allowing us to be more focused on our competencies, increasing productivity and ultimately our bottom line.
Scott Wilson
I've been in the wholesale drug business for 23 years. In all of my time working with pharmacy owners, I've never dealt with someone more organized and professional than Gregory. He did an outstanding and thorough job of evaluating wholesalers - I'm saying that and he didn't even choose my company as his primary provider!
Credentials
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Lean Six Sigma Greenbelt
Purdue UniversityJul, 2013- Oct, 2024 -
Maine Real Estate Associate Broker License
PROFESSIONAL AND FINANCIAL REGULATION, MAINE DEPARTMENT OFMay, 2021- Oct, 2024 -
Indiana Real Estate Broker License
Indiana Professional Licensing AgencyJan, 2021- Oct, 2024 -
Georgia Real Estate License
Georgia Real Estate CommissionAug, 2014- Oct, 2024
Experience
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Coffee By Design
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United States
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Food and Beverage Services
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1 - 100 Employee
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Chief Financial Officer
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Oct 2021 - Present
Nationally acclaimed coffee roaster with 3 retail locations, 60 employees and 10% growth trajectory Responsible for all financial oversight, HR and business operations supporting the growth of the organization, including; • Budgeting, FP&A, forecasts, cash flow analysis and risk management • Month end close and reporting • Growth strategy development, implementation and attainment • Created, implemented budgets for 6 departments and 3 entities • Created, implemented… Show more Nationally acclaimed coffee roaster with 3 retail locations, 60 employees and 10% growth trajectory Responsible for all financial oversight, HR and business operations supporting the growth of the organization, including; • Budgeting, FP&A, forecasts, cash flow analysis and risk management • Month end close and reporting • Growth strategy development, implementation and attainment • Created, implemented budgets for 6 departments and 3 entities • Created, implemented new invoicing and AP procedures to improve cash flow and increase NOI by 2% • Created, implemented collections process, recovering $225k+ • Researched, designed, implemented employee benefits package, including compensation and review process • Lead and mentor management team • Act as liaison between owners, employees, vendors and customers Show less Nationally acclaimed coffee roaster with 3 retail locations, 60 employees and 10% growth trajectory Responsible for all financial oversight, HR and business operations supporting the growth of the organization, including; • Budgeting, FP&A, forecasts, cash flow analysis and risk management • Month end close and reporting • Growth strategy development, implementation and attainment • Created, implemented budgets for 6 departments and 3 entities • Created, implemented… Show more Nationally acclaimed coffee roaster with 3 retail locations, 60 employees and 10% growth trajectory Responsible for all financial oversight, HR and business operations supporting the growth of the organization, including; • Budgeting, FP&A, forecasts, cash flow analysis and risk management • Month end close and reporting • Growth strategy development, implementation and attainment • Created, implemented budgets for 6 departments and 3 entities • Created, implemented new invoicing and AP procedures to improve cash flow and increase NOI by 2% • Created, implemented collections process, recovering $225k+ • Researched, designed, implemented employee benefits package, including compensation and review process • Lead and mentor management team • Act as liaison between owners, employees, vendors and customers Show less
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cGregory Partners LLC
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Business Consulting and Services
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Principal, Consultant CFO
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Sep 2017 - Present
I am a strategic partner with small businesses, providing insight and focus into their financial operations ◾ Month end close, assessment, and packaged reporting ◾ Formal forecasting, planning, and budgeting processes ◾ Strategic AR, AP analysis ◾ Cashflow planning and projections ◾ Business transition, succession planning ◾ New market and vertical integration assessments ◾ Equity partnership additions ◾ Growth funding solutions ◾ Leveraging new debt, refinancing… Show more I am a strategic partner with small businesses, providing insight and focus into their financial operations ◾ Month end close, assessment, and packaged reporting ◾ Formal forecasting, planning, and budgeting processes ◾ Strategic AR, AP analysis ◾ Cashflow planning and projections ◾ Business transition, succession planning ◾ New market and vertical integration assessments ◾ Equity partnership additions ◾ Growth funding solutions ◾ Leveraging new debt, refinancing old debt assessments ◾ Focused work ON your business, freeing you to work IN your business Show less I am a strategic partner with small businesses, providing insight and focus into their financial operations ◾ Month end close, assessment, and packaged reporting ◾ Formal forecasting, planning, and budgeting processes ◾ Strategic AR, AP analysis ◾ Cashflow planning and projections ◾ Business transition, succession planning ◾ New market and vertical integration assessments ◾ Equity partnership additions ◾ Growth funding solutions ◾ Leveraging new debt, refinancing… Show more I am a strategic partner with small businesses, providing insight and focus into their financial operations ◾ Month end close, assessment, and packaged reporting ◾ Formal forecasting, planning, and budgeting processes ◾ Strategic AR, AP analysis ◾ Cashflow planning and projections ◾ Business transition, succession planning ◾ New market and vertical integration assessments ◾ Equity partnership additions ◾ Growth funding solutions ◾ Leveraging new debt, refinancing old debt assessments ◾ Focused work ON your business, freeing you to work IN your business Show less
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Barrett Made
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United States
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Construction
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1 - 100 Employee
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Director of Finance
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May 2021 - Sep 2021
Award-winning, rapidly growing design + build firm with eight affiliated entities in Southern Maine. 75 employees and 50% growth trajectory Responsible for complete financial oversight of nine distinct small business entities, including all AR, AP, COGs, payroll, budgeting, FP&A, asset tracking, CapEx and associated reporting • Created, implemented budgets for each entity, including departmental budgets at Barrett Made • Implemented new invoicing and AP procedures to improve cash… Show more Award-winning, rapidly growing design + build firm with eight affiliated entities in Southern Maine. 75 employees and 50% growth trajectory Responsible for complete financial oversight of nine distinct small business entities, including all AR, AP, COGs, payroll, budgeting, FP&A, asset tracking, CapEx and associated reporting • Created, implemented budgets for each entity, including departmental budgets at Barrett Made • Implemented new invoicing and AP procedures to improve cash flow and avoid using line of credit while increasing average operating bank account balance by 20% • Created, implemented collections process, recovering $200k • Created, implemented month end close schedules and associated reporting packages • Created, implemented synergistic performance dashboard encompassing all entities • Introduced, initiated EOS (Entrepreneurial Operating System) implementation • Initiated, applied for, won 2021 Inc. 5000 ranking and Maine Best Places to Work award Show less Award-winning, rapidly growing design + build firm with eight affiliated entities in Southern Maine. 75 employees and 50% growth trajectory Responsible for complete financial oversight of nine distinct small business entities, including all AR, AP, COGs, payroll, budgeting, FP&A, asset tracking, CapEx and associated reporting • Created, implemented budgets for each entity, including departmental budgets at Barrett Made • Implemented new invoicing and AP procedures to improve cash… Show more Award-winning, rapidly growing design + build firm with eight affiliated entities in Southern Maine. 75 employees and 50% growth trajectory Responsible for complete financial oversight of nine distinct small business entities, including all AR, AP, COGs, payroll, budgeting, FP&A, asset tracking, CapEx and associated reporting • Created, implemented budgets for each entity, including departmental budgets at Barrett Made • Implemented new invoicing and AP procedures to improve cash flow and avoid using line of credit while increasing average operating bank account balance by 20% • Created, implemented collections process, recovering $200k • Created, implemented month end close schedules and associated reporting packages • Created, implemented synergistic performance dashboard encompassing all entities • Introduced, initiated EOS (Entrepreneurial Operating System) implementation • Initiated, applied for, won 2021 Inc. 5000 ranking and Maine Best Places to Work award Show less
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Medication Management Partners
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United States
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Hospitals and Health Care
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1 - 100 Employee
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Director of Finance
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Aug 2019 - May 2021
Regional long-term care pharmacy serving 7,000 residents at 125 assisted living communities, licensed in 15 states. Responsibilities include managing all facets of finance and accounting, including financial reporting, cost accounting, AR, AP, fixed assets and account reconciliation. Prepare budgets, financial statements, KPI's and cash flow projections on a monthly, quarterly, and annual basis. Provide financial solutions to enable and support a 20% annual growth… Show more Regional long-term care pharmacy serving 7,000 residents at 125 assisted living communities, licensed in 15 states. Responsibilities include managing all facets of finance and accounting, including financial reporting, cost accounting, AR, AP, fixed assets and account reconciliation. Prepare budgets, financial statements, KPI's and cash flow projections on a monthly, quarterly, and annual basis. Provide financial solutions to enable and support a 20% annual growth trajectory. o Design, implement new billing workflows to smooth cash flow and eliminate need for line of credit o Design, implement new AR process to improve collections 6% and reduce bad debt by 50% o Research, negotiate and implement new $60m, 36-month primary drug wholesaler agreement, improving gross margin by 80 basis points o Select, vet, and implement new financial forecasting software o Design, implement cash forecasts and days cash on hand projections o Manage purchasing to improve gross margin by 50 basis points o Streamline operating expenses to increase NOI by 2% Show less Regional long-term care pharmacy serving 7,000 residents at 125 assisted living communities, licensed in 15 states. Responsibilities include managing all facets of finance and accounting, including financial reporting, cost accounting, AR, AP, fixed assets and account reconciliation. Prepare budgets, financial statements, KPI's and cash flow projections on a monthly, quarterly, and annual basis. Provide financial solutions to enable and support a 20% annual growth… Show more Regional long-term care pharmacy serving 7,000 residents at 125 assisted living communities, licensed in 15 states. Responsibilities include managing all facets of finance and accounting, including financial reporting, cost accounting, AR, AP, fixed assets and account reconciliation. Prepare budgets, financial statements, KPI's and cash flow projections on a monthly, quarterly, and annual basis. Provide financial solutions to enable and support a 20% annual growth trajectory. o Design, implement new billing workflows to smooth cash flow and eliminate need for line of credit o Design, implement new AR process to improve collections 6% and reduce bad debt by 50% o Research, negotiate and implement new $60m, 36-month primary drug wholesaler agreement, improving gross margin by 80 basis points o Select, vet, and implement new financial forecasting software o Design, implement cash forecasts and days cash on hand projections o Manage purchasing to improve gross margin by 50 basis points o Streamline operating expenses to increase NOI by 2% Show less
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Guardian Pharmacy
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Australia
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Retail Pharmacies
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1 - 100 Employee
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Director Of Finance And Administration
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Feb 2017 - Jul 2019
Guardian Pharmacy- third largest long-term care pharmacy in the country with 36 locations serving 120,000+ patients annually and revenue of $600m+ Responsible for local business planning and P&L to serve 4,000 patients at 120 communities with a staff of 80 employees and annual revenue of $20m. Responsible for all AR, AP, COGS, gross margin and EBIDA performance and analysis via monthly, quarterly and annual presentation to C-suite and board. Design, implement new workflows to reduce… Show more Guardian Pharmacy- third largest long-term care pharmacy in the country with 36 locations serving 120,000+ patients annually and revenue of $600m+ Responsible for local business planning and P&L to serve 4,000 patients at 120 communities with a staff of 80 employees and annual revenue of $20m. Responsible for all AR, AP, COGS, gross margin and EBIDA performance and analysis via monthly, quarterly and annual presentation to C-suite and board. Design, implement new workflows to reduce overtime by 20% Design, implement new aging process to reduce DSO 10% and uncollectable accounts 35% Design, implement culture project to boost employee engagement and productivity and reduce turnover Design, implement visual management boards measuring performance by department, increasing overall productivity 15% Participate in ongoing audits and preparation for corporate IPO Oversaw, directed pharmacy acquisition effectively doubling operations including patient count, employee count and physical facility size Show less Guardian Pharmacy- third largest long-term care pharmacy in the country with 36 locations serving 120,000+ patients annually and revenue of $600m+ Responsible for local business planning and P&L to serve 4,000 patients at 120 communities with a staff of 80 employees and annual revenue of $20m. Responsible for all AR, AP, COGS, gross margin and EBIDA performance and analysis via monthly, quarterly and annual presentation to C-suite and board. Design, implement new workflows to reduce… Show more Guardian Pharmacy- third largest long-term care pharmacy in the country with 36 locations serving 120,000+ patients annually and revenue of $600m+ Responsible for local business planning and P&L to serve 4,000 patients at 120 communities with a staff of 80 employees and annual revenue of $20m. Responsible for all AR, AP, COGS, gross margin and EBIDA performance and analysis via monthly, quarterly and annual presentation to C-suite and board. Design, implement new workflows to reduce overtime by 20% Design, implement new aging process to reduce DSO 10% and uncollectable accounts 35% Design, implement culture project to boost employee engagement and productivity and reduce turnover Design, implement visual management boards measuring performance by department, increasing overall productivity 15% Participate in ongoing audits and preparation for corporate IPO Oversaw, directed pharmacy acquisition effectively doubling operations including patient count, employee count and physical facility size Show less
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MedBridge Healthcare
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United Kingdom
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Hospitals and Health Care
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1 - 100 Employee
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Operations Manager, Revenue Cycle
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Aug 2014 - Feb 2017
MedBridge Healthcare- sleep disorder testing and therapy provider with 140 locations nationwide serving 150,000+ patients annually and revenue of $200m+ Operations Manager, Revenue Cycle Atlanta, GA Aug 2015- Feb 2017 Broad oversight and analysis of all revenue and operational related processes and procedures in the durable medical equipment (DME) silo of the organization. Responsible to identify, fix and capture preventable revenue adjustments Design, implement preventable… Show more MedBridge Healthcare- sleep disorder testing and therapy provider with 140 locations nationwide serving 150,000+ patients annually and revenue of $200m+ Operations Manager, Revenue Cycle Atlanta, GA Aug 2015- Feb 2017 Broad oversight and analysis of all revenue and operational related processes and procedures in the durable medical equipment (DME) silo of the organization. Responsible to identify, fix and capture preventable revenue adjustments Design, implement preventable revenue write-off reduction initiative, decreasing preventable revenue write-offs by $400k+ annually Design, implement best practices for Medicare billing procedures to minimize interruptions and loss in billing cycle, recovering $500k+ of revenue annually Design, implement patient continuum of care procedures facilitating relationships between diagnostic, therapy and compliance silos and capturing $200k+ in revenue annually Initiate, facilitate and maintain strategic communication across organizational silos, including stakeholders from the C-suite to non-exempt branch associates Operations Manager, Diagnostic Services Atlanta, GA Aug 2014- Aug 2015 Responsible for cultivating and maintaining major client relationships and maximizing revenue potential Design, implement client revenue cycle management program, minimizing non-collectable revenue Design, implement inventory management program, minimizing loss and shrinkage Design, implement client relationship dashboards and trends Show less MedBridge Healthcare- sleep disorder testing and therapy provider with 140 locations nationwide serving 150,000+ patients annually and revenue of $200m+ Operations Manager, Revenue Cycle Atlanta, GA Aug 2015- Feb 2017 Broad oversight and analysis of all revenue and operational related processes and procedures in the durable medical equipment (DME) silo of the organization. Responsible to identify, fix and capture preventable revenue adjustments Design, implement preventable… Show more MedBridge Healthcare- sleep disorder testing and therapy provider with 140 locations nationwide serving 150,000+ patients annually and revenue of $200m+ Operations Manager, Revenue Cycle Atlanta, GA Aug 2015- Feb 2017 Broad oversight and analysis of all revenue and operational related processes and procedures in the durable medical equipment (DME) silo of the organization. Responsible to identify, fix and capture preventable revenue adjustments Design, implement preventable revenue write-off reduction initiative, decreasing preventable revenue write-offs by $400k+ annually Design, implement best practices for Medicare billing procedures to minimize interruptions and loss in billing cycle, recovering $500k+ of revenue annually Design, implement patient continuum of care procedures facilitating relationships between diagnostic, therapy and compliance silos and capturing $200k+ in revenue annually Initiate, facilitate and maintain strategic communication across organizational silos, including stakeholders from the C-suite to non-exempt branch associates Operations Manager, Diagnostic Services Atlanta, GA Aug 2014- Aug 2015 Responsible for cultivating and maintaining major client relationships and maximizing revenue potential Design, implement client revenue cycle management program, minimizing non-collectable revenue Design, implement inventory management program, minimizing loss and shrinkage Design, implement client relationship dashboards and trends Show less
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District Technical Manager
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Nov 2008 - Nov 2011
Sears Holdings Corporation, Home Services- nationwide provider of home improvement and appliance repair services District Technical Manager Atlanta, GA Dec 2010- Nov 2011 Responsible for recruiting, hiring, mentoring and managing teams of 20-30 HVAC service technicians, districtP&L statement, financial analysis and forecasting demand Promoted to roll out new HVAC businesses in Atlanta, Birmingham and Charlotte Achieved top ten ranking nationally in quality performance and… Show more Sears Holdings Corporation, Home Services- nationwide provider of home improvement and appliance repair services District Technical Manager Atlanta, GA Dec 2010- Nov 2011 Responsible for recruiting, hiring, mentoring and managing teams of 20-30 HVAC service technicians, districtP&L statement, financial analysis and forecasting demand Promoted to roll out new HVAC businesses in Atlanta, Birmingham and Charlotte Achieved top ten ranking nationally in quality performance and customer service metrics Market Manager Atlanta, GA Nov 2008- Dec 2010 Responsible for recruiting, hiring, mentoring and managing teams of 40-50 service technicians in Georgia, market P&L statement, financial analysis and forecasting demand Achieved 10% volume growth, developed best-in-class customer relationships Assisted in operational turnaround program, increasing productivity by 10% Implemented new customer service initiatives, increasing customer satisfaction 15 basis points Show less Sears Holdings Corporation, Home Services- nationwide provider of home improvement and appliance repair services District Technical Manager Atlanta, GA Dec 2010- Nov 2011 Responsible for recruiting, hiring, mentoring and managing teams of 20-30 HVAC service technicians, districtP&L statement, financial analysis and forecasting demand Promoted to roll out new HVAC businesses in Atlanta, Birmingham and Charlotte Achieved top ten ranking nationally in quality performance and… Show more Sears Holdings Corporation, Home Services- nationwide provider of home improvement and appliance repair services District Technical Manager Atlanta, GA Dec 2010- Nov 2011 Responsible for recruiting, hiring, mentoring and managing teams of 20-30 HVAC service technicians, districtP&L statement, financial analysis and forecasting demand Promoted to roll out new HVAC businesses in Atlanta, Birmingham and Charlotte Achieved top ten ranking nationally in quality performance and customer service metrics Market Manager Atlanta, GA Nov 2008- Dec 2010 Responsible for recruiting, hiring, mentoring and managing teams of 40-50 service technicians in Georgia, market P&L statement, financial analysis and forecasting demand Achieved 10% volume growth, developed best-in-class customer relationships Assisted in operational turnaround program, increasing productivity by 10% Implemented new customer service initiatives, increasing customer satisfaction 15 basis points Show less
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FedEx Ground
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United States
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Freight and Package Transportation
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700 & Above Employee
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Operations Manager
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Aug 2005 - Feb 2008
FedEx Home Delivery- second largest package delivery provider in the country Operations Manager Cape Cod, MA Feb 2007- Feb 2008 Sole operator of distribution terminal, responsible for recruiting, training and mentoring new management team, 30+ independent contractor drivers, district P&L statement, financial analysis and forecasting volume Achieved highest ranking small distribution terminal award 2007 Achieved 11% volume growth while maintaining 93% on time… Show more FedEx Home Delivery- second largest package delivery provider in the country Operations Manager Cape Cod, MA Feb 2007- Feb 2008 Sole operator of distribution terminal, responsible for recruiting, training and mentoring new management team, 30+ independent contractor drivers, district P&L statement, financial analysis and forecasting volume Achieved highest ranking small distribution terminal award 2007 Achieved 11% volume growth while maintaining 93% on time service Service Manager Augusta, ME Aug 2005- Feb 2007 Responsible for achieving and maintaining 95%+ on-time service metric Taught FedEx Safe Driving School Show less FedEx Home Delivery- second largest package delivery provider in the country Operations Manager Cape Cod, MA Feb 2007- Feb 2008 Sole operator of distribution terminal, responsible for recruiting, training and mentoring new management team, 30+ independent contractor drivers, district P&L statement, financial analysis and forecasting volume Achieved highest ranking small distribution terminal award 2007 Achieved 11% volume growth while maintaining 93% on time… Show more FedEx Home Delivery- second largest package delivery provider in the country Operations Manager Cape Cod, MA Feb 2007- Feb 2008 Sole operator of distribution terminal, responsible for recruiting, training and mentoring new management team, 30+ independent contractor drivers, district P&L statement, financial analysis and forecasting volume Achieved highest ranking small distribution terminal award 2007 Achieved 11% volume growth while maintaining 93% on time service Service Manager Augusta, ME Aug 2005- Feb 2007 Responsible for achieving and maintaining 95%+ on-time service metric Taught FedEx Safe Driving School Show less
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Education
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2011 - 2014
Georgia State University - J. Mack Robinson College of Business
Master of Business Administration -
2011 - 2014
Georgia State University - J. Mack Robinson College of Business
Master of Health Administration -
2000 - 2003
Liberty University
Bachelor's of Science
Community
