Sean Grim, CPA, MBA

Chief Financial Officer | VP Finance specializing in transformation and business process optimization, delivering EBITDA growth, cash optimization, acquisitions, and scalable finance infrastructure, sponsor-grade infrastructure to maximize enterprise value and exit outcomes, supporting revenue scales from $60MM to $2B+. Trusted partner to CEOs, Boards, and private equity sponsors with deep expertise in P&L ownership, EBITDA expansion, cash flow optimization, and exit-ready finance organizations.

How I bring value to the CEO & Board

• Drive Predictable EBITDA/Cash Performance with disciplined forecasting, margin engineering, and working capital rigor.
• Deliver Sponsor-Grade Visibility with clean KPI reporting, covenant transparency, and forward-looking analytics.
• Create Scalable Operating Leverage via ERP modernization, standardized metrics, and process discipline.
• De-Risk and Integrate Acquisitions with structured diligence and 100-day value capture execution.
• Serve as Strategic Capital Partner on pricing, debt capacity, capital allocation, and exit readiness.

👉 Let’s connect if you’re interested in real estate investment opportunities or exploring how strategic financial leadership can maximize returns.

LPL Financial – Assistant Vice President, Finance Fort Mill, SC | 2025–Present

Utz Brands – Senior Director, IT Business Services Hanover, PA | 2022–2025

SG Consulting – President & CFO Advisor (PE-Backed Companies) Charlotte, NC | 2020–2022

ASSA ABLOY – Divisional CAO / VP Finance Charlotte, NC | 2019–2020

AAA Carolinas – VP, FP&A (Business Unit CFO) Charlotte, NC | 2018–2019

Snyder’s-Lance, Inc. – Corp Controller/Dir FP&A /Dir Ent Applications Charlotte, NC | 2000–2018

Shippensburg University - Master’s Business Administration GPA: 3.5 Aug 2008 - Aug 2010

York College of PA - BS Degree Accounting GPA: 3.67 Aug 1985 - May 1989

Certified Public Accountant - AICPA Jun 1992, Pennsylvania Certified Public Accountant Jun 1992, North Carolina Certified Public Accountant Apr 2021