CFO / COO

C R A I G S E R P A

Oklahoma City, OK 405-***-**** *****.*.*****@*****.*** www.linkedin.com/in/craigserpa Operations Executive Corporate Finance Architect FP&A Leader Treasury & Risk Mgmt. Director Financial Operations Transformation Specialist Results-driven CFO/COO and strategic finance executive with extensive experience partnering with executive leadership teams to lead enterprise transformation initiatives, improve profitability, and maximize shareholder and enterprise value. Proven expertise in financial planning & analysis (FP&A), budgeting, forecasting, capital allocation, cash flow management, strategic planning, and operational finance. Strong background leading ERP implementations, financial systems optimization, and process improvement initiatives that enhance scalability, reporting accuracy, and operational efficiency. Skilled in data analytics, financial modeling, governance, compliance, internal controls, and enterprise risk management. Demonstrated success building and leading high-performing cross-functional finance teams, driving organizational growth, improving ROI, and supporting long-term business strategy across complex organizations. Professional Experience

LW Companies (Oklahoma City, OK) – CFO / COO 2021 – Present LW Companies is a vertically integrated real estate development firm committed to creating high-quality, affordable housing and modular building solutions. In a rapidly evolving market, we combine innovative design, streamlined manufacturing processes, and strategic financing to deliver projects on time and on budget while maximizing value for investors and communities.

• Cost Reduction Initiatives: Reduced operating expenses by 9% through strategic cost saving measures, driving improved profitability and cash flow

• Financial Reporting Optimization: Led the rollout of a new financial reporting system, cutting monthly close time by 12% and enhancing data accuracy

• Tax Credit Development: Successfully developed and delivered over 2,000 housing units that generated more than

$260 million in federal tax credits

• Capital Acquisition Leadership: Cultivated and managed investor relationships to secure over $300 million in equity funding for large scale development projects

ACCENTURE (Chicago, IL) – CFO & Enterprise Value Management Consultant 2018 – 2021

(NYSE: ACN) Accenture is a global professional services company with the purpose of helping our clients deliver on the promise of technology and human ingenuity. In an everchanging world, we do this by digitizing enterprises, optimizing operations, and accelerating revenue growth.

• Financial Strategy Optimization: Improved financial operations and financial strategy, driving increased profitability and market competitiveness for Global Fortune 500 companies

• Organizational Transformation: Enhanced communication at all levels and reshaped company culture into a more productive environment, resulting in sustained growth and reduced internal and external risk

• Operational Efficiency Enhancement: Conducted thorough reviews of finance processes to design and implement improvement strategies, ensuring consistent year over year performance gains

• Analytics & Training Implementation: Compiled research data and delivered presentations on key findings, then reviewed internal systems to develop and roll out targeted training plans addressing critical improvement areas CNIF Inc. (Chicago, IL) – Chief Financial Officer 2016 – 2018 CNIF Inc. is a specialized firm delivering customized security fencing and access solutions for government, commercial and industrial clients. During my interim CFO engagement, I partnered with leadership to streamline financial operations, support strategic growth in itiatives, and ensure a smooth ownership transition.

• Financial Operations & Strategy: Improved financial operations and strategy to drive profitability and competitiveness on government contracts and municipal projects

• Operational Review & Growth: Conducted thorough reviews of financial operations to devise and deploy improvement strategies, facilitating consistent year-to-year growth

• M&A & Merger Facilitation: Engineered the acquisition and buyout of a fourth construction firm, structuring the merger and guiding the post transaction integration Select Body of Work

Enterprise Finance Transformation

• Executive Collaboration: Partnered with C-suite stakeholders at AIG, Booking.com, Phillips 66, NCR, and Halliburton to define and prioritize end-to-end finance transformation roadmaps that accelerated decision-making and strategic alignment

• FP&A Modernization: Architected and launched a cloud-based planning and forecasting solution that reduced budget cycle time by 35%

Operating Model & Shared Services Design

• Shared Services Strategy: Designed a global finance shared-services model covering 12 countries, targeting 25% cost savings through labor arbitrage, automation, and vendor consolidation

• Organization Restructuring: Reorganized the finance function of a $5 billion services business into specialized centers of excellence, streamlining roles and reducing overlap by 20% M&A Integration & Value Capture

• Merger Integration Planning: Partnered with leadership on a multi-state acquisition to define finance integration playbooks and synergy targets of $80 million

• Post-Merger Operating Model: Executed day-one finance operating model transition, ensuring seamless cash-management and compliance across combined entities Digital & Analytics Enablement

• Analytics Center of Excellence: Established a finance analytics COE with Power BI dashboards to deliver real-time KPI visibility and drive data-driven decision-making

• Generative AI Use Cases: Facilitated workshops on expense analytics and credit-risk modeling, prioritizing five high-impact proof-of-concepts

• Reporting Automation: Automated month-end financial reporting for a $10 billion utility, decreasing manual effort by 60% and improving accuracy

Education

• Dartmouth College Hanover, NH

Bachelor of Arts in Economics with concentrations in Finance and Development Minor: Cultural Anthropology

• Indiana University – The Kelley School of Business Bloomington, IN Masters of Business Administration, Finance

Military Experience: Marine Corps Officer

United States Marine Corps Reserve Officer with more than 20 years of service, responsible for financial and operational leadership in battalion- level missions and facilitating government contract both stateside and abroad

• Budget & Capital Oversight: Controlled budget and financial allocations for missions and capital purchasing while creating the supply logistics pipeline across seven countries

• Readiness Program Development: Developed plans and combat readiness programs to manage efficiency within a deployable supply chain

• Leadership & Mentorship: Directly responsible for the mentoring, development, safety, and training of approximately 4,800 Marines, building cohesive, high-performing units

• Strategic Risk & Cost Management: Applied expertise in battalion-level financial management, global supply chain logistics, budget constraint monitoring, and human resources to oversee risks and costs associated with government contracts

• Global Logistics Optimization: Created and maintained a supply logistics pipeline spanning seven countries to support forward-deployed operations and ensure mission readiness Awards & Recognition

• Exemplary Honors Recipient: Earned Top 10 % Honors at USMC Officer Candidate School and served as Class Commander and Honor Graduate of the Drill Instructor Academy, reflecting excellence in leadership and training.

• Honors Graduate: Rockefeller Center for Public Policy Top Scholastic honors and exceptional leadership award Volunteerism

• Special Olympics Coaching: Volunteer golf coach for Special Olympics Team USA, helping athlete Hunter Hall achieve a bronze medal finish

• Toys for Tots: Organized Toys for Tots campaigns to ensure holiday joy for children in need

• Walk for Life, American Cancer Society: Participated in Walk for Life events to raise awareness and funds for cancer research

Personal Interests

• Food: Cook and entertain frequently; enjoy experiencing new cuisines and reconstructing at home

• Active Living/Golf Enthusiast: Avid golfer who competes in regional amateur tournaments, mentors’ junior players, and leverages course strategy to enhance focus and precision

• Anthropology and History: Passionate about studying cultural anthropology through travel-based field observations

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