Kelso & Company
Monthly Reporting Package recognized as best-in-portfolio.
Galloway · Monthly performance reporting for management and sponsors.
Seth Sokoloff
CFO leadership for PE-backed businesses.
Permanent & interim CFO opportunities
I help CEOs and sponsors understand underlying performance, connect acquisitions to platform reporting, and build reliable operating and cash plans.
I’ve built a finance function as a CFO, strengthened reporting and planning in private equity-backed businesses, and worked in private equity investing.
Areas of interest: tech-enabled services, healthcare & SaaS
Portfolio-company finance experience
Kelso & CompanyGeneral AtlanticThoma Bravo
Evidence of execution
Reporting recognized by Kelso and ARA.
Recognition for reporting packages built during the Galloway engagement.
ARA Services Partners
Value Creation Plan KPI package adopted as a model for other portfolio companies.
Galloway · Reporting on the KPIs in the value creation plan.
5
Acquisitions integrated into reporting
Galloway · Organic and pro forma reporting.
1 → 13 weeks
Weeks of cash visibility
ACES · From a one-week cash-out forecast to a 13-week forecast with receipts by payer.
$8M
Invoice financing facility negotiated
HeyTutor · Funding for the timing gap between payroll and collections.
For sponsors, CEOs & search partners
Three examples of the work behind the results.
Acquisition reporting, planning, and cash financing in operating businesses.
Galloway · Kelso / ARA
See the platform and the acquired businesses clearly.
Architecture & engineering
- Business need
- Platform reporting that distinguishes acquisition contribution from underlying performance.
- My work
- Integrated five acquisitions into organic and pro forma reporting, with acquisition performance tracking.
- Result
- Separate organic and pro forma views, with visibility into acquired-business contribution.
ACES · General Atlantic
Extend cash visibility and strengthen planning.
Healthcare services · 80 locations
- Business need
- Budgeting, cash forecasting, and facility planning for a multi-location healthcare business.
- My work
- Led key budget components and the location budget’s transition to Adaptive Planning. Built cash and facility-expansion models.
- Result
- A 13-week cash forecast with receipts by payer; trained the assistant controller to maintain it. Models supported approval of five relocations and expansions.
HeyTutor · CFO role
Finance the gap between payroll and collections.
Education technology
- Business need
- Funding for tutor payroll ahead of school-district collections.
- My work
- Used a 13-week cash forecast to anticipate funding needs and seasonal liquidity troughs, and negotiated invoice financing.
- Result
- An $8M invoice financing facility to bridge payroll and customer collections.
Selected experience
The roles behind the work.
A concise view of role and scope. The résumé and full profile provide more detail.
FP&A infrastructure, reporting, and automation.
Directed an external Power BI team on weekly utilization reporting, supported board and lender reporting, and developed reusable AI-assisted finance workflows. Worked with the CFO, executives, Kelso, and ARA.
Budgeting, cash forecasting, and finance transformation.
Planning-system implementation, facility models, and scenario analyses alongside key components of the 2025 budget. Delivered the Monthly Reporting Package in the fastest cycle in company history.
Finance-function buildout and CFO ownership.
Built the finance function, hired a controller, and led budgeting, reporting, cost management, and margin analysis as the business reached approximately $40M in run-rate revenue.
Board reporting and integration accountability.
Led global board reporting after the Thoma Bravo acquisition. Built synergy tracking with departmental cost and savings targets, and a three-year model connecting quota budgets, bookings forecasts, and pro forma metrics.
The right opportunity
Permanent and interim CFO conversations.
I’m interested in PE-backed and high-growth businesses where finance leadership can improve visibility, support acquisitions, and help management execute.
Permanent CFO
Operating ownership in a growing or acquisitive platform, working closely with the CEO and sponsor to connect finance priorities with the investment thesis.
Interim CFO
A defined transition or transformation mandate: strengthen reporting, planning, and cash visibility; connect acquisition reporting; or build finance infrastructure through change.
For recruiters, sponsors & CEOs
Have a business and a mandate in mind?
Let’s discuss the company’s next stage, the finance challenges, and what success would require from its CFO.