Senior Director of Assessments

Justin Mix
Justin Mix, Senior Director of Assessments

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Justin Mix is the Senior Director of Assessments for Consero Global, where he leads upfront scoping and solution-design work for private equity and venture-backed portfolio companies. 

Since October 2019, when he joined Consero as Director of Assessments, Justin has partnered directly with CEOs and CFOs to evaluate finance and accounting operations, craft end-to-end transformation plans, present those proposals to investors and management teams, and guide each engagement through contract execution and hand-off to Consero’s implementation group. His effectiveness in that role led to his promotion to Senior Director in April 2023.

Before Consero, Justin served as a Manager in Advisory Services at Spaulding Ridge, steering business-process improvement and technology-implementation projects. There he ran cross-functional discovery sessions, delivered C-suite presentations, and oversaw a multi-work-stream finance transformation that integrated Salesforce data with the Anaplan modeling platform. 

Justin began his career at Huron Consulting Group, developing long-range financial models and automated reporting tools for clients across energy, technology, real estate, and higher-education sectors.

He holds a Bachelor of Science in Finance and International Business from Indiana University’s Kelley School of Business and is certified as an Anaplan Model Builder and as an Oracle Hyperion Planning 11 Implementation Specialist.

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Consero FaaS: Disrupting the Outdated Traditional F&A Model

Transformation
  • Cash to GAAP conversion
  • Clean-up work
  • Interim oversight & support
  • Accounting software Implementation

Build it Yourself Solution

  • CFO / Interim CFO
  • Consultants / VARs

Consero FaaS Solution

  • CFO / Interim CFO
  • or Consero Interim CFO
  • Consero Setup/Transformation
Ongoing F&A
  • Monthly financials
  • Daily accounting support
  • Management reporting
  • Integrate add-on acquisitions

Build it Yourself Solution

  • CFO
  • Controllers & Accounting Team
  • Enterprise Accounting Applications

Consero FaaS Solution

  • CFO
  • or Consero Fractional CFO
  • Consero FaaS Enterprise F&A Software and Services

New PE Platform Investment F&A Challenges

Founder Owned Company Accounting:
  • Existing accounting done on a cash/hybrid basis
  • Run on SMB accounting software and other disparate applications
  • Inability to produce auditable financials
  • Lack of know-how to develop projections & KPIs
  • No consistency/structure to customer contracts
  • Underqualified staff
  • Non-scalable manual processes
Carve-Out Accounting:
  • Required to move off parent company accounting applications in a timely fashion
  • Have to build an entire F&A team
  • No documented operational policies and procedures
To Optimized Finance & Accounting:
  • Monthly financials available in 5-10 business days
  • Audit and diligence ready support details
  • Integrated enterprise grade accounting software
  • Budget and forecast reporting
  • Business KPIs
  • Efficient & scalable processes for rolling in add-ons