Functional Skills
Business Analysis
Business Development
Business Operations
Business Planning
Change Management / Org Design
Corporate Finance
Financial Planning & Analysis (FP&A)
Financial Modeling
Financial Statement Preparation
Investor Relations
Operational Due Diligence
Strategic Planning
Risk Management
Budgeting
Accounting
Certifications
CPACertified Public Accountant
Sector Experience
Business Services
Manufacturing
Real Estate
Travel & Hospitality
Experience
MARK J. HAGER CONSULTING CONSULTING
Management Consulting
CHIEF FINANCIAL OFFICER
1/2015 - Present
Provide a full range CFO level services including strategic planning, finance, accounting/reporting, tax, treasury, budgeting/forecasting, risk management, HR, IT, fundraising, and compliance to clientele across diverse industry sectors including Real Estate, Manufacturing, Hospitality, Professional Services, and Education. Representative engagements include:
• MF Residential Management Company (Growth): Oversaw remediation of recently implemented HRIS; trained accounting teams; introduced and managed cash forecasting; created monthly financial reporting and forecasting package. Performed FP&A resulting in an immediate modification of strategy. Ultimately offered CFO position.
• Full-Service Marketing Agency (Start-Up): Implemented GAAP accounting/reporting, created financial reporting package with KPIs, created budget and forecasting model; implemented cash management, played key role in strategic planning process, and led ERP selection process. Ultimately offered CFO position.
• Social and Emotional Learning Solutions Provider (Start-Up): Served as advisor to the management team. Prepared financial models, pro forma financial statements, and valuations. Ultimately added to the board of directors.
• Consumer Product Manufacturer (Start-Up): Served as CFO for this start-up manufacturer (B2C e-commerce) including strategic planning, financial reporting, forecasting, cash management, federal & state tax, risk management, entity organization, and investor compliance; during
• MF Residential Management Company (Growth): Oversaw remediation of recently implemented HRIS; trained accounting teams; introduced and managed cash forecasting; created monthly financial reporting and forecasting package. Performed FP&A resulting in an immediate modification of strategy. Ultimately offered CFO position.
• Full-Service Marketing Agency (Start-Up): Implemented GAAP accounting/reporting, created financial reporting package with KPIs, created budget and forecasting model; implemented cash management, played key role in strategic planning process, and led ERP selection process. Ultimately offered CFO position.
• Social and Emotional Learning Solutions Provider (Start-Up): Served as advisor to the management team. Prepared financial models, pro forma financial statements, and valuations. Ultimately added to the board of directors.
• Consumer Product Manufacturer (Start-Up): Served as CFO for this start-up manufacturer (B2C e-commerce) including strategic planning, financial reporting, forecasting, cash management, federal & state tax, risk management, entity organization, and investor compliance; during
StorSuite
Start-Up
VP FINANCE
1/2024 - 1/2025
Engaged as the first VP Finance for a newly formed entity resulting from the merger of four service companies in the self-storage real estate submarket.
• Built corporate finance & admin functions, restructured processes by service line, hired/trained specialized staff, implemented expense management systems and policies, and reduced related costs by 32%.
• Created a financial statement consolidation methodology for 6 companies resulting in GAAP compliance, line of business (LOB) profitability measurement, and private placement memorandum optimization.
• Created an LOB /department level budgeting process and led the company's first annual budgeting cycle resulting in a 100% LOB increase in profitability.
• Implemented daily consolidated cash flow forecasting for five companies enabling precise liquidity management and better strategic capital allocation. 2
• Built corporate finance & admin functions, restructured processes by service line, hired/trained specialized staff, implemented expense management systems and policies, and reduced related costs by 32%.
• Created a financial statement consolidation methodology for 6 companies resulting in GAAP compliance, line of business (LOB) profitability measurement, and private placement memorandum optimization.
• Created an LOB /department level budgeting process and led the company's first annual budgeting cycle resulting in a 100% LOB increase in profitability.
• Implemented daily consolidated cash flow forecasting for five companies enabling precise liquidity management and better strategic capital allocation. 2
INDIO PARTNERS
Finance
CHIEF FINANCIAL OFFICER
1/2022 - 1/2023
Brought in as the first CFO of this multi-family residential company experiencing exponential growth:
• Created the plan and led the team which successfully "spun-out" the construction division into a stand-alone company.
• Spearheaded the selection and implementation of a new construction ERP software application.
• Designed the AP platform post implementation plan and led the team which established processing metrics and reduced exceptions by 20% and invoices in progress by 37%.
• Key contributor in the newly formed executive team and the initial strategic planning and creation of first annual plan.
• Created the plan and led the team which successfully "spun-out" the construction division into a stand-alone company.
• Spearheaded the selection and implementation of a new construction ERP software application.
• Designed the AP platform post implementation plan and led the team which established processing metrics and reduced exceptions by 20% and invoices in progress by 37%.
• Key contributor in the newly formed executive team and the initial strategic planning and creation of first annual plan.
Clean Fuel USA
Finance
CHIEF FINACIAL OFFICER
1/2012 - 1/2015
Recommended by mutual trusted business partner to this private equity backed international LPG Dispensing and Vehicle Engine System Manufacturing company with multiple (domestic/international) locations; to reposition the company for future success.
● • Initiated and led expanded strategic planning, annual planning, and creation of formal business plan; developed budgeting/forecasting model and created contribution margin analysis model resulting in strategic shift in product/market focus.
• Restructured, secured, or renewed eleven financings supporting product launches that delivered 350% revenue increase.
• Initiated and led KPI-driven weekly operations meetings, monthly all-staff meetings, and a company-wide employee recognition program resulting in greatly improved communication and engagement between employees.
• Established GAAP-compliant financial reporting and created budgeting, forecasting, and daily cash management supporting management's planning and decision making. Created formal business plan and models for potential equity transactions; coordinated multiple due diligence processes leading to raising capital.
● • Initiated and led expanded strategic planning, annual planning, and creation of formal business plan; developed budgeting/forecasting model and created contribution margin analysis model resulting in strategic shift in product/market focus.
• Restructured, secured, or renewed eleven financings supporting product launches that delivered 350% revenue increase.
• Initiated and led KPI-driven weekly operations meetings, monthly all-staff meetings, and a company-wide employee recognition program resulting in greatly improved communication and engagement between employees.
• Established GAAP-compliant financial reporting and created budgeting, forecasting, and daily cash management supporting management's planning and decision making. Created formal business plan and models for potential equity transactions; coordinated multiple due diligence processes leading to raising capital.
Campus Advantage
Finance
CHIEF FINANCIAL OFFICER | CHIEF OPERATING OFFICER
1/2006 - 1/2012
Recruited by CEO of this privately held student housing manager/owner/operator experiencing 100% YoY growth since 2003; to take it to the next level.
• Structured $100M acquisition joint venture with large pension fund, closing and financing seven acquisitions with total value of $208M and $104M in permanent mortgage financing.
• Leveraged diverse expertise and technical knowledge to build Accounting, IT, HR, Information Systems, and Treasury functions that supported 270% growth from 17 to 70+ properties across 23 states and 700+ employees.
• Created services pricing model increasing minimum fee structure by 78% and margins by 32%.
• Initiated the
● 100% Happy" strategy resulting in industry-leading resident retention, increasing client retention by 40%.
• Structured $100M acquisition joint venture with large pension fund, closing and financing seven acquisitions with total value of $208M and $104M in permanent mortgage financing.
• Leveraged diverse expertise and technical knowledge to build Accounting, IT, HR, Information Systems, and Treasury functions that supported 270% growth from 17 to 70+ properties across 23 states and 700+ employees.
• Created services pricing model increasing minimum fee structure by 78% and margins by 32%.
• Initiated the
● 100% Happy" strategy resulting in industry-leading resident retention, increasing client retention by 40%.
American Campus Communities
Finance
TREASURER
1/1999 - 1/2005
Recruited by the president of the private equity owner of this student housing development/management/ownership company to establish processes, support growth, and position the company for an IPO in five years.
• Completed $221M IPO, the first in the Student Housing subsector; S11 preparation, road show, and conforming legal structure to REIT status. Implemented SEC reporting, SOX compliance, investor relations, and earnings calls.
• Steered company through most significant period of pre-IPO growth—from 4 to 32 locations across 12 states with 500+ employees—enabling public offering within five years of employment.
• Established corporate and subsidiary accounting/financial reporting, IT, HR, internal audit, investor relations, and risk management functions, policies, and procedures supporting 400% growth.
• Negotiated ~$650M in financings to fund corporate growth, acquisitions, and developments.
• Completed $221M IPO, the first in the Student Housing subsector; S11 preparation, road show, and conforming legal structure to REIT status. Implemented SEC reporting, SOX compliance, investor relations, and earnings calls.
• Steered company through most significant period of pre-IPO growth—from 4 to 32 locations across 12 states with 500+ employees—enabling public offering within five years of employment.
• Established corporate and subsidiary accounting/financial reporting, IT, HR, internal audit, investor relations, and risk management functions, policies, and procedures supporting 400% growth.
• Negotiated ~$650M in financings to fund corporate growth, acquisitions, and developments.