Water cooler wisdom

Each year, 180one presents the Year in Review, sharing our insights into the overall executive talent market and recapping the work we performed on behalf of our clients throughout the year. To explore what we saw in years’ past, check out the Year in Review section of The Water Cooler.

Each year, 180one presents the Year in Review, sharing our insights about the overall executive talent market and recapping the work we performed on behalf of our clients throughout the year. To explore what we saw in years’ past, check out the Year in Review section of The Water Cooler.

Chief Financial Officer Instrument is a creative technology company headquartered in Portland, Oregon consisting of 300 talented people focused on redefining brands and experiences. Our teams push the boundaries of design, technology, and innovation for some of the world’s leading brands such as Google, Amazon, Spotify, and Nike. We are a collaborative partner to businesses seeking transformation and growth. We concept, design, and deliver best-in-class products, marketing, and brands. Check out some of our work here . We're searching for a strategic and business-minded Chief Financial Officer to help lead the agency toward its goals during our next phase of growth. Reporting to the CEO, you will partner with executives and team leaders to achieve financial performance by providing insightful information to the organization for decision-making, as well as challenging the status quo to yield better ideas and outcomes on behalf of the agency. What You'll Do Strategic Planning Leadership: Drive and oversee annual strategic planning processes with the CEO, ensuring alignment with organizational goals and objectives. Partner with Business leads during annual business planning, quarterly forecasts (and updates) to provide a strategic outlook and point of view on how to elevate the team and business to meet/exceed targets. Financial Reporting and Analysis: Ensure that our financial reporting is accurate and timely, and that company leadership has access to reliable data necessary to effectively manage the organization. Deliver monthly financial statements in compliance with tight public reporting deadlines, while working with both internal and external stakeholders. Understand and communicate variances of financial performance. Generate cash flow forecasts for our parent company and work with other team members to make necessary changes to improve accuracy. Support and take responsibility for all internal and external audits and/or reviews. Build productive relationships with auditors and the parent company. Strategic Financial Management: Partner with the CEO ensuring that Instrument’s financial performance is aligned with the strategic plan and the finance organization functions efficiently and with a high degree of service to the organization. Work closely with the CEO and manage a close working relationship with our parent company. Provide timely, accurate, and clear financial information as necessary. Lead the business and financial planning aspects of the company, including monthly/annual budgets, revenue forecasts, and projections. Evaluate, enhance, and manage all finance-related budgets, forecasts, and processes. Identify, drive, and engage in ad-hoc initiatives designed to improve the profitability of the company. Be fully responsible for the company’s financials. Team Leadership and Development: Manage, lead, and develop a team of direct reports responsible for all accounting and finance functions including AP, AR, and Financial Planning & Analysis processes. Operational Efficiency and Compliance: Recommend and implement improvements to all operational finance processes. Safeguard the company; review, develop and manage internal controls designed to comply with SOX requirements. Monitor, maintain, and update the company’s ERP and other financial tools and systems. What You'll Bring The ideal candidate will have 15+ years of progressive experience in accounting, financial analysis, budgeting, and forecasting with 5+ years as a leader. Bachelor’s degree in accounting, finance or a related field required. CPA, and Masters/MBA preferred. Preferred experience working with rapidly growing professional services firms. Proven experience managing, coaching, and mentoring a team of direct reports. Confidence in preparing, summarizing, and effectively communicating financial information to a broad audience. Excellent communication and organizational skills. Must be flexible, with the ability to drive and adapt to change. Interested in Learning More? 180one is a retained search firm and has been engaged by Instrument to manage this search. If interested in learning more about the opportunity, please contact Matt Oltmann at matt.oltmann@180one.com / 971.235.6236

We are excited to announce our recent collaboration with Forest City Trading Group, resulting in the placement of their new Vice President of Application Development! Forest City Trading Group (FCTG), as an employee-owned organization, is among the largest lumber wholesale distributors in the US with roots going back to the 1960s. They facilitate the distribution of products across 6 continents through their network of 13 operating companies and close to 700 employees. As proponents of forest sustainability, they actively support suppliers who use sustainable forest management practices that promote forest sustainability and result in long-term environmental, social, and economic benefits. Congratulations to FCTG, and the 180one Search Team on a successful executive placement!

Chief Executive Officer The Company For over 35 years, Terra Dynamics (“TDI”) has delivered an environment of excellence to their clients through successful delivery of park and field construction, wetlands mitigation, landscape architecture, and greenspace enhancement projects. With experience in public works - and a commitment to quality, performance, and safety—Terra has secured one of the finest reputations in the industry. They lead the industry in innovation, application, technology and performance. The differences are the belief that one company should be everything you need in a commercial landscape construction contractor as well as the knowledge and experience to deliver the best to their clients. In 2023, Terra expanded their footprint with the acquisition of Paul Brothers Inc, a 3 rd generation owned commercial landscaping company based in Boring, Oregon. Together these companies have a combined 85 years of experience delivering top quality projects while making a lasting impact on parks, playgrounds, schools and more around the Pacific Northwest. The Role Reporting in the Board of Directors, the CEO will lead the organization that has experienced long-term success and sustainable growth. The CEO shall possess the leadership skills to build upon the organization’s record of quality, expansion and excellence to drive continued success. The CEO serves as the face of Terra Dynamics and builds and maintains relationships in order to advance and support the organization’s mission, programs and services. Ideal CEO Candidate will need to be skilled in the following areas Leadership Skills : Through leadership, create a unified organization. Ability to develop, communicate, and implement sustainable short-term and long-term vision for Terra Dynamics. People Leadership : Develops a strong leadership team to maximize operations and future growth while maintaining a culture of shared responsibility and stewardship among Terra Dynamics and the Board. Ensures a work environment that recruits, retains and supports quality staff, and that the appropriate processes are in place for recruiting, selecting, developing, motivating and evaluating staff. Strategic Planning : A balance of long-term strategic thinking and short-term tactical thinking to drive goals aligned with Terra Dynamics goals of consistent and sustainable growth, with a heavy focus on profitability. Operational : Understands the need to create a strong and repeatable infrastructure that supports the current organization and future growth for delivering a consistent, quality experience for both clients and employees. Leverages technologies and processes to be less labor intensive for both execution of projects and tracking their respective performance that results in greater efficiencies for the team. Business Acumen : General business interest that includes creating a financial vision, and strong overall financial acumen including understanding of the balance sheet. Knowledgeable about standard business practices (planning, metrics, P&L management), and a track record of building efficient organizations with low waste and success at profitable execution. External Relations : Maintains relationships with key personnel in State and Local governments, as well as other key external relationships including other General Contractors, Bonding and Insurance companies, and other support organizations. Qualifications Bachelors degree in Construction Management, Civil Engineering or related field. 10+ years of experience in commercial construction management overseeing multiple multimillion-dollar projects. Construction experience working with State and Local government contracts. Demonstrated proficiency and expertise in the following areas: Construction management Budget development and control Persuasive presentations Bid process and Estimating Recruiting and Development Contract review, negotiating, and administration Preconstruction costing Field personnel management Interested in Learning More? 180one is a retained search firm and has been engaged by TDI to manage this search. If interested in learning more about the opportunity, please contact Rochelle Fleisher at: 503.699.0184 or rochelle@180one.com

Business Unit Director Company Summary Swagelok Company is an approximately $2 billion privately held developer of fluid system products, assemblies, and services for the oil, gas, chemical, semiconductor and clean energy industries. Headquartered in Solon, Ohio, Swagelok serves customers through approximately 200 sales and service centers in 70 countries, supported by the expertise of 5,700 corporate associates at 20 manufacturing facilities and five global technology centers. Since 1947, Swagelok has been a values-based company committed to doing the right thing in all cases. Swagelok's values orientation plays out in everything from supply chain management to engineering, manufacturing, fulfillment, and sales and service. As a privately held company, Swagelok is not under pressure for short-term financial results. In all areas of the business, they attempt to make decisions that are in the best long-term interests of the company, associates, sales and service centers, and customers. Swagelok Northwest (US) is the Swagelok authorized sales and service center for the Pacific Northwest and Alaska. Swagelok NW is independently owned and provides high-quality fluid system components, assemblies, solutions and related services for semiconductor, oil, gas, pulp & paper, and many other industries within their territory. Position Summary Reporting to the Swagelok Northwest President, the Business Unit Director is responsible for internal and external growth of the services that Swagelok Northwest offers to its customers. They approach everything with an entrepreneurial mindset developing new pathways to solutions, services, and customer training. They actively seek opportunities to learn and challenge the status quo for themselves, their team and Swagelok Northwest associates. They quickly develop strategic business cases that will expand our current capabilities and curate specific solutions and services that are tailored to current and new customers. The director will have direct and indirect leadership of a team charged with growing new service value streams. This is a new position within Swagelok Northwest and will have the opportunity to build this line of business from the ground up. Essential Functions and Responsibilities Creates and grows new service value streams for Swagelok Northwest through collaboration with internal stakeholders and external contacts, customers, and professional groups. Lead internal team members to develop opportunities, mindsets, and responsibilities necessary to grow market share. Maintain and help grow the Swagelok brand position and market share in fluid systems within the Pacific Northwest and Alaskan territory. Accelerate success as a service-focused company through education and collaboration with internal and external stakeholders. Identify overall market, competitive landscape, and best opportunity for fluid systems services. Engage with team in the field with customers and with technical team at headquarters and fabrication/assembly operations. Create business plans, resource requirements and go-to-market approaches. Work with executive team and network resources to ensure integration points are well defined with existing customer base and premium brand positioning in the market. Lead a team that manages ongoing training engagements and opportunity assessments for business growth. Become an expert in Swagelok fluid system components and services, to be able to understand current position within the larger ecosystem and identify opportunities for market share. Travel to business development meetings, industry conferences, trade shows, etc. to develop contacts and opportunities. Establish relationships and close partnership deals which can even include mergers and acquisitions. Identify and vet potential partnership deals and opportunities with new and existing customers. Perform competitive and SWOT analysis of all opportunities. Manage the business development pipeline. Work with Marketing and Sales departments on key initiatives. Core Competencies Analytical – The person must be adept at understanding where the business falls within the market and gauge the impact of this new partnership. Results Driven – The person focuses on desired results and sets and achieves challenging results independently or while leading a team. Resourceful – The person can do more with less, prioritize, and multi-task and succeed amidst ambiguity and challenges. Communication – The person can naturally articulate complex ideas through verbal presentation and written communication methods. They naturally build and manage relationships easily with customers and internal stakeholders by exercising verbal presentation and written communication skills. Resilient – The person that can be positive and productive after disappointment and failure and able to see setbacks as opportunities without being derailed by them. Technical Expert – The person needs to understand the company’s products and services to be able to explain them to diverse audiences from a board room to a boiler room. Sales Acumen – The person has a proven record of consistently closing deals, growing market share, and pushing solutions through to the finish line. Business Acumen and Strategic Thinking – ability to prioritize time and resources for optimal business solutions that move at the speed of market opportunities. Collaboration – The person actively seeks insight from others and knows who the best subject matter expert to work with is. Able to facilitate brainstorming and business development sessions and projects naturally, while making sure people feel heard. Knowledge, Skills and Abilities Education Bachelor’s degree in a technical field of study Engineering preferred (mechanical, bio, chemical or electrical) Science, Technology, Mathematics acceptable with advanced application record Advanced Degree in business, science, or technical field preferred Experience 10-15 years working in a technical industry such as aerospace, defense, semiconductor, biomedical, chemical and/or adjacent markets that utilize fluid system components. 5+ years working in a senior leadership position or entrepreneurial capacity. 5 years working with business development or sales responsibilities, preferred. Interested in Learning More? 180one is a retained search firm and has been engaged by Swagelok NW to manage this search. If interested in learning more about the opportunity, please contact Tom Haley at: 503.334.1350 or tom@180one.com

180one is thrilled to announce the recent collaboration with ESS, Inc., culminating in the successful placement of a new Vice President of Treasury & Risk Management! Based in Wilsonville, Oregon, ESS Inc. (NYSE:GWH) was founded in 2011 by a team with deep experience in fuel cells, electrochemistry, advanced material science and renewable energy. After five years of intensive innovation, engineering development and rigorous testing and validation, with the backing of ARPA-E and others, the company began shipping turnkey energy storage solutions in 2015 that allowed companies and municipalities to control their own energy future. ESS Inc. designs, builds and deploys environmentally sustainable, low-cost, iron flow batteries for long-duration commercial and utility-scale energy storage applications requiring flexible energy capacity. The Energy Warehouse™ and Energy Center™ use earth-abundant iron, salt, and water for the electrolyte, resulting in an environmentally benign, long-life energy storage solution for the world’s renewable energy infrastructure. ESS Inc. enables project developers, utilities, and commercial and industrial facility owners to make the transition to more flexible non-lithium-ion storage that is better suited for the grid and the environment. As more renewable energy is added to the grid, long-duration energy storage is essential to providing the reliability and resiliency we need when the sun is not shining, and the wind is not blowing. 

Corporate Controller About Us Impel Company (“Impel”) is a high-growth, rapidly expanding collection of small businesses. Our platform of companies includes capital equipment sales & distribution, repair & field work, manufacturing, and engineering. We are operating in 12 locations across 12 states in the Western US with new acquisitions quarterly. Impel is owned by Pike Street Capital, a growth focused PE firm out of Seattle, WA. The firm invests in middle-market companies in the industrial technology, specialty manufacturing, and distribution & logistics sectors. The Impel investment serves as a foundation from which to expand into the rapidly growing pump and related products industry. Pike Street Capital and Impel have completed 8 acquisitions since the partnership and are actively looking for additional acquisitions and other strategic partners to grow their product offering, service capability, geographic reach, and technology. Position Summary Reporting to the CFO, the Corporate Controller serves a key leadership role within Impel’s finance organization. The Corporate Controller is responsible for overseeing the accounting department and ensuring financial information provided to management and other stakeholders is accurate, reliable, timely, and compliant with accounting regulations. Essential Duties Oversee the accounting and finance operations process for Impel. Directly manage team of branch controllers and oversee the finance and accounting organization. Controls the accuracy and timeliness of financial statements and reports. Oversee the preparation and approval of all consolidated financial reporting materials and metrics. Manage all financial audit activities. Manage cash flow and forecasting; direct all financial, project-based, and departmental accounting. Administrator of accounting/enterprise software. Improve reports and reporting internally. Maintain banking relations and credit facilities, ensure compliance with debt covenants. Online banking and Company Credit Card Program Risk management, company renewal of general liability policies, professional liability policy. Partner on M&A activity including managing purchase accounting process as well as integration of financial systems and processes for new acquisitions. Partner with executive team on the development and execution of core and business financial planning and analysis including: Budgeting and forecasting Long-range planning Monthly and quarterly management reporting/business reviews Finance Strategy Financial KPI Maintain in-depth relations with all members of the management team. Implement operational best practices. Skills and Qualifications Bachelor’s degree in accounting, finance, or related field and equivalent business experience. CPA, CMA and/or MBA certification preferred Ten (10) years of progressively responsible accounting management experience. Five (5) years of experience managing accounting teams. Experience within the distribution and/or manufacturing industries preferred. Excellent verbal, written, and presentation communication skills. Proficient in various accounting, financial and MRP/ERP software use. Epicor ERP and/or Sage MAS 90 a plus. Needs analysis and enterprise system design and ERP implementation experience a plus. Ability to communicate and influence decision making at all levels of the organization. Ability to clearly analyze and explain financial details and concepts in lay terms. Ability to learn quickly and adapt to changing environment. Advanced leadership skills with an ability to lead and mentor others. Ability to build collaborative relationships with branch and corporate leadership. 180one is a retained search firm and has been engaged by Impel to manage this search. If interested in learning more about the opportunity, please contact Tom Haley / 503-334-1350 / tom@180one.com

Chief Financial Officer About Us In 1953 father/son team, Ralph and Neil Skutt, manufactured the industry’s first multi-sided hobby kiln in Olympia, Washington under the name “Skutt & Sons”. The introduction of this new lightweight design revolutionized not just the ceramic kiln business but the whole ceramic industry by bringing ceramics to the home. A lot has changed over the last 70+ years. Kiln companies have come and gone, new clay bodies and glazes are constantly being developed that demand greater firing precision, and automatic controllers are quickly replacing the once cutting edge KilnSitter. Throughout the years we at Skutt have worked hard to meet the changing needs of our customers, but one thing that has remained constant is our fierce dedication to manufacturing quality products and providing outstanding customer service. We realize that every object placed in a Skutt kiln has value. It could be a child’s horse that looks more like a dog or a master potters $20,000 commissioned sculpture. Both of these artists are counting on our kiln to do its job and we don’t want to let them down. Position Summary Reporting directly to the CEO and with direct lines to ownership and the Board of Directors, this net new CFO position is responsible for directing and overseeing the financial activities of the company, directing the preparation of financial reports and summaries, and creating forecasts on future growth by performing the following duties: Essential Duties Responsible for all company financial activities (accounting, banking, taxes, budgets, forecasting, etc.). Manages IT systems and outside IT service providers to achieve business needs. Leads company interfacing with general counsel and outside legal firms. Supports the CEO at all Board of Directors meetings. Develops direct reports, and the entire management team, in financial acumen and training. Works with the executive team to define and model Skutt’s culture and brand. Additional Job Duties and Responsibilities Supports the Executive Leadership team in establishing company vision, goals and strategy. Works with the CEO and other executives to coordinate planning and establish priorities for the budgeting and planning process. Studies long-range economic trends and projects their impact on future growth in sales and market share. Directs the preparation of all financial statements, including income statements, balance sheets, shareholder reports, tax returns, and governmental agency reports. Compares sales and profit projections to actual figures and budgeted expenses to actual expenses; makes or oversees any necessary adjustments to future projections and budgets. Reviews planning process and suggests improvements to current methods. Analyzes operations through budgeting and cost accounting activities to effectively manage business activities. Identifies opportunities for expansion into new product areas. Develops and maintains banking business relationships. Works with and supports tax accountants to inform and report financial activities (i.e. taxes). Oversees sales and use tax activities. Manages IT support partners in maintaining robust computing systems, including phones and websites. Manages ERP system operation and updates. Calculates and communicates capital budget, spending and analysis to the BOD. Establishes and maintains relationships with appropriate legal partners and general counsel. Establishes pricing guidelines and final product prices in conjunction with marketing and sales leaders. Negotiates best available team member benefits and insurance packages. Overseas investment of funds and works with investment bankers to raise additional capital required for expansion. Works collaboratively in a team environment with a spirit of cooperation. Directly supervises employees in the Accounting department. Carries out supervisory responsibilities following the organizations policies and applicable laws. Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance, rewarding and disciplining employees; addressing complaints and resolving problems. Qualifications Bachelor’s degree in business administration, accounting, finance or related field is required. Master’s degree is preferred. 10 years related experience in senior level accounting or finance position. Previous experience in manufacturing and distribution companies is preferred. Strong verbal and written communication skills. Strong team leader and organizational skills with the added ability to take initiative. Highly organized, accurate, detail and multi-task oriented. 180one is a retained search firm engaged by Skutt Ceramic Products to conduct this search. If interested in learning more about the opportunity, please contact Rochelle Fleischer at rochelle@180one.com / 503.699.0184

We are excited to announce our recent work with Impel, resulting in the successful placement of a new Executive Vice President of Business Process. Impel Company (“Impel”) is a high-growth, rapidly expanding collection of small businesses. Our platform of companies includes capital equipment sales & distribution, repair & field work, manufacturing, and engineering. They operate in 12 locations across 12 states in the Western US with new acquisitions quarterly Impel is owned by Pike Street Capital, a growth focused PE firm out of Seattle, WA. The firm invests in middle-market companies in the industrial technology, specialty manufacturing, and distribution & logistics sectors. The Impel investment serves as a foundation from which to expand into the rapidly growing pump and related products industry. Pike Street Capital and Impel have completed 8 acquisitions since the partnership and are actively looking for additional acquisitions and other strategic partners to grow their product offering, service capability, geographic reach, and technology. Congratulations to Impel!

Each year, 180one presents the Year in Review, sharing our insights into the overall executive talent market and recapping the work we performed on behalf of our clients throughout the year. To explore what we saw in years’ past, check out the Year in Review section of The Water Cooler.

 Business Manager About Us For over 55 years Shelter Products has supplied lumber, plywood, and related building materials to large, wood framed construction projects. Our sales are supported by staff headquartered in key metropolitan areas throughout the U.S. We specialize in mill direct shipments at prices we guarantee for the duration of projects. Direct shipment enables us to supply the highest quality of materials at the most competitive prices. Understandably, mills offer their lowest prices when they can ship a single product on a rail car or truck. It takes more time to figure out how to load multiple products on a truck, and time is money. What that means for SPI is that we can only save our customers money if their projects are large enough that we can ship 60-70% of the order on straight trucks. Which is why the vast majority of our jobs are multi-family housing, assisted care living, military housing, hospitality, and campus housing. Our business is built on relationships - understanding our customers’ needs and helping them earn contract awards profitably. Over 90% of our orders are repeat business. With sales exceeding a half billion dollars annually, it’s fair to say we’ve earned our customers’ loyalty by outstanding service, quality, and competitive pricing. SPI is a privately held C-Corp with shares held by a clear majority of our employees, including the Board of Directors. Our share ownership creates a culture where all our shareholder/employees embrace the philosophy that our customers’ success is our business model. Position Summary The Business Manager will be the division president’s partner. They will analyze financial statements, review operational reports, and devise tools to refine measurements of success and enhance profitability. Division presidents will focus their efforts on securing business, managing backlogs, and covering open positions. The Business Manager will be responsible for all other aspects of the business. Put simply, Division presidents will be on offense, and Business Managers will keep score and be on defense. This will require Business Managers to lead teams with diverse skill sets to ensure we service our customers’ needs. The Business Manager will be a member of the senior leadership team and will assist in developing and executing long and short-term plans aligned with corporate business goals for profitability and growth. Essential Duties and Responsibilities: Partner with the Division President to execute the strategic plan in conformity with the company’s vision. Support the sales process through thoughtful review of contracts and financial analysis of trading results. Conduct financial reviews including working capital usage, prepare management reports, and evaluate financial and operational results. Prepare short- and long-range budgetary forecasts. Manage risk by thoroughly reviewing and revising contracts and monitoring unbought positions. Evaluate sales and purchasing performance. Monitor inventory management, warehousing, and purchasing. Administer and review inventory processes, programs, and controls to identify problems and suggest resolutions. Develop and monitor proactive reporting and metrics to identify, manage, and mitigate potential risks. Lead and manage the operations teams (trader assistants, project managers, traffic/logistics, etc.). Knowledge, Skills and Abilities: Bachelor’s degree with emphasis in Business, Finance or Accounting. Advanced degree is a plus. 10 years of related experience in Finance or Accounting. CPA not required, but is a plus. Related industry experience in wholesale, distribution, building materials, or construction a plus. Demonstrated leadership in managing staff and major projects or initiatives. Budget development, forecasting, and oversight experience. High energy with a strong work ethic. Critical thinking and problem-solving skills Effective communication skills, verbal and written. Excellent interpersonal skills and a collaborative management style. Ability to create and customize complex analytical documents utilizing Microsoft Office products. Ability to make decisions that significantly impact the company’s credibility, operations, and services. Ability to define issues, collect data, establish facts, and draw valid conclusions. Ability to organize and prioritize workload. Able to travel to customer and company locations. 180one is a retained search firm engaged by Shelter Products to conduct this search. If interested in learning more about the opportunity, please contact Matt Oltmann at matt.oltmann@180one.com / 971.235.6236

1 80one recently partnered with Seaboard International and is proud to announce the executive placement of a new Controller, Andrew Waples. Forest City Trading Group (FCTG), as an employee-owned organization, is among the largest lumber wholesale distributors in the US with roots going back to the 1960’s. At $7 billion in revenue and growing, we facilitate distribution of products across 6 continents through our network of 13 operating companies and close to 700 employees. Seaboard International is an Operating Company within FCTG that has roots that go back 40 years. They are well established in Nashua, NH as an industry leader in the import and distribution of forest products serving a variety of markets including industrial, construction, and building materials. Congratulations to Seaboard and FCTG and Andrew Waples for a successful hire!