Brad MorganCFO

Fractional & Interim CFO

Finance leadership for companies in motion — built over four decades.

I'm Brad Morgan. I've spent my career as a CFO and operator inside distribution, retail and contracting businesses — from the largest independent Pepsi distributor in the country to Ahold USA, where I led a program that delivered more than $500M in savings. Today I work as a fractional and interim CFO with founders and owners who need senior finance leadership without the full-time seat.

Start a conversationReview the track record
$500M+
in verified savings driven across Ahold USA
4
acquisitions led at APR Supply, +35% revenue
35+ yrs
of finance, operations and IT leadership
5
ERP & systems transformations led end-to-end

Selected Experience

A career built one transformation at a time.

2023 — Present
REMCO
Commercial Contractor — HVAC, Plumbing, Electrical & Construction
Interim CFO

Brought on to lead a two-year ERP transition and rebuild the finance team for a $160M commercial contractor.

  • Oversee Accounting, Finance, Treasury, IT and Administration.
  • Leading conversion to BuildOps with Sage Intacct.
  • Built a 5-year planning & forecasting model.
  • Redesigned a KPI-driven bonus structure and a more efficient SERP plan.
Current
CabinPro, LLC
Loysville, PA
Fractional CFO

First fractional client — providing CFO-level guidance to a growing operator.

  • Financial leadership, planning and operating cadence.
2018 — 2023
APR Supply
Lebanon, PA — Regional HVAC, Plumbing & Kitchen Design Distributor
EVP & CFO
  • Owned Accounting, Finance, Treasury, IT, HR and Administration for a $250M distributor.
  • Led four successful acquisitions, adding 35% in sales volume.
  • Implemented AutoStore robotic warehouse automation.
  • Moved to reference-based pricing and self-funded health insurance — 30% claims savings.
  • Built the Contractor Services Division and managed the family office holding company.
2017 — 2018
Ten Thousand Villages
Ephrata, PA — Global fair-trade non-profit
Interim CFO
  • Helped lead the organization out of bankruptcy.
  • Delivered $1.8M in improved annual cash flow and $250K in annual process savings.
  • Led full ERP implementation to MS Navision.
  • Built forecasting and new-store evaluation models; expanded sales channels.
2014 — 2017
SERVPRO of Hershey / Swatara
Harrisburg, PA
Owner
  • Purchased and operated a SERVPRO restoration franchise.
  • Built a team recognized for quality, service and customer satisfaction.
  • Awarded Platinum for sales growth and top net-promoter scores.
1998 — 2013
Ahold USA / Giant Food Stores / Tops Markets
Carlisle, PA & Amsterdam, NL
Director of Corp. Accounting → Division CFO → VP Process Improvement & Innovation

Fifteen years across one of the world's largest grocery retailers — from building the general accounting function to driving enterprise-wide savings with McKinsey.

  • VP Finance, Ahold USA: drove $500M+ in savings over 5 years, $120M verified in 2013 alone.
  • Led cost, capital, sourcing, private-label and Lean Six Sigma initiatives across all retail divisions.
  • VP Finance / Controller, Giant Food Stores: led finance for 170+ stores across four states.
  • Reduced staffing by 50%+ through standardization, automation and process redesign.
  • Provided finance leadership through SEC reporting scandal and forensic audits — testified before the SEC.
  • Built the General Accounting & Financial Reporting department from the ground up.
1995 — 1998
Richfood Holdings
Richmond, VA — Publicly traded regional food distributor
Internal Audit Director → Division Controller → Finance Director
  • Reorganized internal audit; identified efficiencies far exceeding department cost.
  • Stood up accounting and admin teams for three divisions through an acquisitive period.
  • Built customer-facing programs: pre-paid vendor coupons and seamless receiving.
  • Overhauled internal systems at Rotelle Food Service, including an automated frozen-pick line.
  • Established 3rd-party trucking and Delaware finance entities to lower cost and mitigate liability.
1989 — 1995
Wetterau / SuperValu
St. Louis, MO — 4th largest U.S. food distributor, ~$3B in annual sales
Internal Audit → Division Controller
  • Established accounting and administration for Wetterau's first retail division in NJ.
  • Redesigned the Laneco soft-goods division — manual to modern systems, stronger controls.
  • Built a real-estate investment model that materially improved site selection.
  • Created a formalized forecasting and cash-flow projection module.
1987 — 1989
Marion Pepsi-Cola Bottling Company
Marion, IL — Largest independent Pepsi distributor in the U.S., ~$80M sales
Director of Internal Audit → Director of IT
  • Built the internal audit function from the ground up.
  • First independent U.S. distributor to convert to pre-sell ordering and delivery.
  • Implemented Roadnet (now Omnitracs) routing in 1988 — a full systems and logistics redesign.

Capabilities

The work I'm hired to do.

Six places I've delivered measurable results across distribution, retail, contracting and non-profit organizations — at every stage from startup to public-company scale.

Fractional & Interim CFO

Full operating-cadence finance leadership — month-end discipline, board reporting, planning, treasury and the team build behind it.

ERP & Systems Transformation

Hands-on through Navision, Sage Intacct, BuildOps, Essbase and Roadnet. The systems work and the change management around it.

M&A and Integration

Led four acquisitions at APR Supply and built division accounting teams through highly acquisitive periods at Richfood and Wetterau.

Operational Efficiency

$500M+ in savings across Ahold; staffing cut in half at Giant Food Stores through standardization, automation and Lean Six Sigma.

Planning & Forecasting

5-year planning models, cash-flow projection modules and KPI-driven bonus structures built for distributors, contractors and retailers.

Warehouse & Logistics

AutoStore robotic warehouse implementation at APR Supply; automated pick systems and routing transformations going back to 1988.

Current Engagement

Fractional CFO for CabinPro, LLC

Senior finance leadership for a growing operator in Loysville, PA — financial planning, operating cadence and the discipline that comes with a CFO seat, sized to the business.

Visit CabinPro ↗

Let's talk

Need a CFO who's already done it — without the full-time hire?

I take on a small number of fractional and interim engagements at a time. If you're a founder, owner or board looking for senior finance leadership through growth, transition or transformation, I'd like to hear about it.

Current client
CabinPro, LLC ↗
Based in
Central Pennsylvania