Erik Krueger
Superior
Summary
Finance executive and CPA positioned for CFO leadership with 17+ years experience driving transformation in PE-backed and other platforms. Trusted partner to Boards of Directors and PE sponsors, leading $350M+ capital raises, building scalable finance organizations from the ground up, and implementing enterprise systems at scale in complex, multi-state environments. Forward-thinking executive with demonstrated expertise in treasury management, lender relations, M&A integration, operationalized AI across the finance workforce and translating complex financial insights into strategic decisions that drive business performance and stakeholder value.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Vice President, Finance & Accounting
Guardian Restoration Partners
Denver
04.2024 - Current
- Led all accounting and financial operations for PE-backed residential disaster restoration platform of initially 1 operating unit, growing to 15 operating units with $250M+ revenue, 1,000+ employees across 19 states and 32 legal entities.
- Improved cashflow by $5 million by improving DPO more than 400% and DSO more than 25%.
- Established financial reporting to Board of Directors and internal stakeholders through financial storytelling.
- Migrated 13+ active operating entities across 32 total legal entities to financial tech stack in 8 months including Sage Intacct, Ramp, ADP Workforce Now, JPMorgan Chase/BMO, and Stripe.
- Managed treasury including securing $350M credit facility, maintaining leverage ratio, interest rate cap and all cash balances.
- Leveraged AI tools (Perplexity, Notion AI) to accelerate data analysis, automate routine reporting, and create scalable training documentation, enabling faster decision-making and more efficient team onboarding.
- Implemented first-time month-end close processes achieving GAAP monthly financials in 6 business days improving from having never been done before.
- Integrated acquired companies within 60 days by supporting diligence and proactive management.
- Alpine Investors Portfolio Company
- Built finance organization from ground zero to 12-person team, including regional controllers, accounting managers, staff accountants, and specialists in payroll and treasury, establishing scalable structure to support aggressive acquisition strategy.
- Designed and implemented full accrual accounting platform for residential restoration industry with historically low financial literacy, creating processes, training programs, and SOPs that enabled partner companies to transition from cash-basis operations to GAAP-compliant financial reporting.
- Utilized Notion AI to build comprehensive SOP library and training materials, creating searchable, interactive documentation that enabled rapid team onboarding and self-service support across distributed finance teams.
- Achieved clean audit opinion in first year of operations, establishing credibility with PE sponsor and lenders while building audit-ready financial infrastructure from inception.
- Led finance workstream for $350 million senior credit facility with BMO as the lead lender, managing all aspects of lender due diligence, covenant compliance, financial reporting, and day-to-day lender relationships.
- Architected 13-week cash flow forecasting process and working capital management framework, providing visibility to operations and enabling proactive cash management across multi-entity structure.
- Managed all banking relationships (JPMorgan, BMO) including account structures, treasury operations, and cash concentration for consolidated platform.
- Consolidated insurance coverages platform-wide with Lockton, leveraging multi-entity scale to negotiate improved terms and generate meaningful cost savings across general liability, workers' compensation, and property insurance programs.
- Led end-to-end ERP implementation, migrating 13+ active operating entities across 32 total legal entities from QuickBooks to Sage Intacct in compressed 10-month timeline, including chart of accounts design, data migration, parallel processing, and cutover execution.
- Integrated Sage Intacct with operational system (ALBI) to link job costing, project management, and field operations with financial data, creating single source of truth for revenue recognition and margin analysis.
- Consolidated payroll operations from fragmented systems to centralized ADP Workforce Now platform for the entire employee base, implementing time & attendance and GL integration while supporting benefits administration.
- Implemented modern finance tech stack including Ramp (AP automation and corporate cards with AI-powered expense monitoring), Stripe (AR collections), FloQast (month-end close management), and Baker Group (collections agency integration).
- Established collections infrastructure and processes including status-based AR tracking in Sage Intacct, detailed aging analysis by partner company, and partnership with Baker Group collections agency for 180+ day aged receivables.
- Developed revenue recognition framework using input method (percentage of completion) for restoration projects, including work-in-process (WIP) accruals, unbilled revenue tracking, and contra-revenue reserves for insurance adjustments.
- Delivered strategic financial storytelling to Alpine Investors on operating company performance, acquisition targets, margin bridge analysis, and operational challenges, translating complex financial data into actionable insights for investment team.
- Built initial FP&A processes including monthly board reporting, partner company performance dashboards, KPI tracking, and variance analysis to enable data-driven decision-making across PE sponsor, Board, and operating leadership.
- Led M&A integration finance workstream for multiple acquisitions, supporting financial due diligence, post-close accounting cleanup, system conversions, and financial integration for new partner companies within 60-day integration timeline.
- Partnered with cross-functional leadership on pricing strategy, cost structure optimization, and operational efficiency initiatives across mitigation and rebuild service lines to drive EBITDA improvement and value creation.
- Developed comprehensive SOP library in Notion covering AP/AR processes, month-end close procedures, revenue recognition, payroll, credit card policies, and financial controls, institutionalizing knowledge and ensuring consistency while leveraging AI-powered search and organization for team accessibility.
- Established monthly close cycle from once-a-year to 6 days through process standardization, checklist implementation, and FloQast deployment across regional accounting teams.
- Established financial controls framework including segregation of duties, approval workflows in Ramp, vendor payment policies (DPO optimization), and three-way match requirements for accounts payable.
- Implemented spend management controls including approval thresholds, 48-hour receipt requirements, AI-powered fraud detection, and management reporting for corporate card program with $2M organizational limit.
Director, Controller
ION Clean Energy
Boulder
04.2023 - 04.2024
- Led finance workstream for Series A due diligence process, resulting in successful $60 million funding round and positioning the company for accelerated growth in the climate tech sector.
- Served as senior finance leader overseeing all financial operations and back-office functions, acting as strategic partner to CEO and Board of Directors, translating complex financial performance into strategic narratives for diverse audiences.
- Improved monthly close cycle from 12 days to 3 days and converted from cash-to-accrual resulting in first full GAAP audit, establishing credibility with investors and institutional stakeholders.
- Managed working capital optimization, cash flow planning, and multi-scenario forecasting to support strategic decision-making during high-growth phase.
- Implemented Board-approved governance policies around Cash Management, Investment Policy, Delegations of Authority, Hiring Standards, Ethics, and Code of Conduct, creating institutional framework for scale.
- Implemented NetSuite ERP & transitioned professional employer organization (PEO) resulting in improved financial visibility and cost savings of $125k annually.
Director, Bank Financial Reporting
CoBank, ACB
Denver
01.2022 - 01.2023
- Led team of six accountants responsible for shareholder reporting, regulatory reporting, capital reporting, and bank loan accounting for $175 billion agricultural lending cooperative.
- Led enterprise-wide implementation of Oracle Cloud FCCS and Workiva Financial Reporting platforms, replacing end-of-life on-premise systems and manual processes with modern cloud-based solutions that improved reporting efficiency and data accuracy.
- Implemented robotic process automation (RPA) and data stewardship best practices to reduce manual work, enhance data integrity, and generate meaningful cost savings across the financial reporting function.
- Founded and established technical accounting function within the bank, enhancing enterprise-wide understanding of complex accounting matters and serving as escalation point for technical guidance.
- Strengthened internal control framework through adoption of materiality thresholds and enhancement of account reconciliation standards, improving control effectiveness and audit readiness.
- Served as SOX compliance leader for the financial reporting department, ensuring adherence to regulatory requirements and partnering with external auditors on quarterly reviews and annual audits.
Manager, Financial Reporting & Business Analysis
Ball Corporation
Westminster
01.2018 - 01.2022
- Led filing of quarterly 10-Q reports, annual 10-K reports, material event 8-K disclosures, and S-3 shelf registration statements for $12 billion publicly-traded global manufacturing company.
- Served as business unit finance leader for internal aerospace start-up venture and led financial workstream for its carve-out, partnering directly with investment bank to structure transaction and solicit outside investment from institutional investors.
- Other experience: Technical accounting research, SAP S4 HANA implementation, cross-functional workstream to streamline global monthly close process, global accounting and reporting standards, training finance staff.
Financial Controller
Duffy Companies
Henderson
01.2017 - 01.2018
- Led monthly GAAP financial close and consolidation process for multi-entity construction, established internal controls, accelerated monthly financials from 6 days to 4.5 days, led financial due diligence for two acquisition targets, led integrated acquired companies.
- Prepared comprehensive financial analysis of operating plans, budget-to-actual variance analysis, consolidated profit and loss statements, balance sheets, cash flow statements, and key performance indicator reporting to support executive leadership and Board oversight.
Senior Manager - Assurance & National Office
Plante Moran
Detroit
01.2008 - 01.2017
- Senior member of national office and central standards department, led audit engagement teams of 3-7 staff members for mid-market, domestic, and multinational companies serving both public and private stakeholders.
Education
Master of Science - Accounting
Michigan State University
01.2009
Bachelor of Arts - Accounting
Michigan State University
01.2008
Skills
- Strategic finance
- M&A integration
- Capital markets
- Treasury management
- ERP implementation
- Team building
- Process optimization
- Financial operations
- GAAP and SEC reporting
- Internal controls
- Technical accounting
- Working capital optimization
- Cash flow forecasting
- Perplexity analysis
- SOX and SEC regulations
Certification
CPA, Colorado, Active
Technical Proficiency
Sage Intacct, NetSuite, SAP S4 HANA, QuickBooks, Hyperion FCCS, Oracle Cloud, Ramp (AP Automation & Cards), FloQast, Tipalti, Stripe, ADP Workforce Now, PowerBI, Workiva, Carta, Excel (Advanced), Macabacus, Notion AI (documentation & team collaboration), Perplexity (research & competitive intelligence), Ramp (AI spend management), PowerBI, ASC 805/606/718/810/842, SOX, SEC, FASB
Core Competencies
PE Partnership, M&A Integration, Capital Markets, Treasury Management, ERP Implementation, Team Building, Process Optimization, Financial Operations, GAAP/SEC Reporting, Internal Controls, Technical Accounting, AI-Enhanced Analytics
Timeline
Vice President, Finance & Accounting
Guardian Restoration Partners
04.2024 - Current
Director, Controller
ION Clean Energy
04.2023 - 04.2024
Director, Bank Financial Reporting
CoBank, ACB
01.2022 - 01.2023
Manager, Financial Reporting & Business Analysis
Ball Corporation
01.2018 - 01.2022
Financial Controller
Duffy Companies
01.2017 - 01.2018
Senior Manager - Assurance & National Office
Plante Moran
01.2008 - 01.2017
Master of Science - Accounting
Michigan State University
Bachelor of Arts - Accounting
Michigan State University