Kaplan CFO Solutions is excited to announce the addition of Brendan Hoyer as our new Fractional CFO. Based in Asheville, NC, Brendan will be serving clients throughout Western North Carolina, bringing his extensive expertise in financial planning, strategic analysis, and operational improvements to our team.
A Track Record of Success
Brendan Hoyer’s track record has been distinguished with significant roles throughout his career in finance and accounting. His diverse experience spans multiple industries, including financial services, real estate, and hospitality. One of Brendan’s notable roles early on was as Chief Financial Officer for the nation-wide insurance sales and distribution company, Symmetry Financial Group. During his seven-year tenure, he successfully developed financial frameworks that could support the company’s rapid sales and revenue growth while maintaining an unyielding focus on profitability. His broad scope of responsibilities included finance, treasury, accounting, taxation, human resources, IT, operations, insurance and risk management, and managerial reporting. His leadership contributed to Symmetry Financial Group receiving multiple media accolades including being recognized as one of Inc. Magazine’s “Fastest Growing Companies” for five consecutive years.
Navigating Mergers and Acquisitions
Brendan’s analytical prowess and strategic foresight truly shone during his time as Vice President of Finance for Quility Holdings, LLC. Brendan was a lead executive during the strategic roll-up of multiple subsidiaries, including Symmetry Financial Group and Asurea Wholesale Insurance Services, to form a new start-up designed to penetrate the growing Insurtech marketplace. Brendan played a pivotal role in developing the legal and financial framework to support the merger and acquisition process, overseeing the acquisition and deployment of an enterprise-level financial reporting system, leading the design and implementation of new consolidating financial statements, and serving shareholders to help establish new capitalization table frameworks. His efforts helped create a secure foundation and seamless transition for the newly formed entity.
Driving Operational Excellence
Brendan’s is proven at driving operational excellence and disciplined financial management at every stage of his career. At Quility, he led the design and implementation of the company’s segment reporting which provided complete financial reporting across multiple diverse businesses. As the company’s revenues grew, he led the successful transfer of each business segment’s financials from advanced Excel models to the company ERP platform. His strategic valuation and pricing frameworks facilitated the acquisition of two additional emerging software/technology companies, and his comprehensive ROI and cost-benefit analysis models became integral to the organization’s investment decisions and project management. Brendan’s leadership further extended to developing multiple advanced financial forecasts, including multiple ground-up annual plans, robust 3-year plans, and driver-based rolling forecasts that were pivotal in a recent capital raise that successfully secured a large-stake investment from F&G Annuities & Life, Inc. (NYSE: FG).
Championing Financial Innovation
Brendan’s experience extends beyond traditional financial management. He has successfully managed engagements with top-tier consulting firms such as Grant Thornton LLP, Agorai Ltd., and Broadhaven Capital Partners, LLC, fostering strategic partnerships that have propelled company growth by means of durable innovation. By leveraging advanced financial tools and cutting-edge technologies, Brendan creates bespoke financial analysis that ensures clients receive essential financial guidance throughout all stages of their company’s life cycle.
Educational and Professional Development
Brendan holds a B.S. in Accounting from the University of North Carolina at Asheville and an MBA from Western Carolina University. He is a Certified Public Accountant (CPA) and has pursued extensive professional development, including mentoring by Alan Minker of Kaplan CFO Solutions and certifications from the AICPA in data analytics, forecasting, and predictive analytics. Brendan is currently in the process of obtaining the Accredited in Business Valuation (ABV) credential from the AICPA as he continues to expand upon his years of M&A and business valuation experience.
A Visionary Leader in Financial Management
With a proven track record in financial services, insurance, real estate, and hospitality, Brendan Hoyer stands as a beacon of excellence in financial management. His analytical abilities, strategic acumen, and collaborative approach are a critical enhancement to the Kaplan CFO team.
Brendan is poised to make invaluable contributions as a Kaplan CFO, empowering clients to achieve their financial goals and unlocking their full potential. Welcome aboard, Brendan! We can’t wait to see what you accomplish next.
