Trevor J. White
Charlotte,NC
Summary
Strategic Finance Leader skilled in transforming complex financial data into actionable insights. Expertise in identifying key drivers of outcomes and developing systems that align financial strategy with executive decision-making. Facilitates progress in ambiguous environments through structured approaches, empowering teams to move forward with confidence.
Overview
7
7
years of professional experience
Work History
Acquisition Integration Manager
NearU Services
Charlotte, NC
07.2025 - Current
- Serve as a central finance liaison across multiple branch integrations, facilitating alignment between accounting, operations, leadership, and stakeholders during periods of transition.
- Lead financial onboarding and post-close integration activities for acquired branches, including system transitions, close alignment, and reporting structure design.
- Anticipate downstream risks during integrations by stepping back from day-to-day execution to identify structural gaps, timing conflicts, and data dependencies before they escalate.
- Support month-end close and transition activities across multiple branches simultaneously, prioritizing clarity, sequencing, and sustainability over reactive fire drills.
- Act as a stabilizing presence during high-pressure situations by disarming tense interactions, clarifying objectives, and helping teams move forward with a shared understanding.
Senior Accounting & Financial Analyst – Franchising & Retail
Kline Franchising, Inc. (d.b.a. Burn Boot Camp)
Huntersville, USA
08.2024 - 07.2025
- Led month-end close and financial forecasting for 10+ legal entities and 25+ business segments, including franchising, media, and retail operations.
- Owned and maintained deal schedules for 440+ active franchise agreements, managing deferred revenue and cost recognition while monitoring contract modifications and trigger events.
- Built and automated general ledger workflows for payroll, prepaid expenses, and other recurring processes, reducing manual effort and improving consistency.
- Partnered closely with non-finance stakeholders to translate financial data into clear reporting for decision-making across growth initiatives and incentive programs.
Staff Accountant
Piedmont Lithium, Inc. (NASDAQ: PLL)
Belmont, USA
08.2023 - 07.2024
- Built and owned a comprehensive Excel-based financial forecast designed to integrate with NetSuite Planning & Budgeting, supporting budgeting and forecast cycles across multiple departments.
- Partnered cross-functionally to adapt forecasting models to evolving operational needs, ensuring alignment between finance outputs and real-world business drivers.
- Translated department-level inputs into scalable, structured models that leadership could use to evaluate scenarios and make forward-looking decisions.
- Improved close efficiency and reporting clarity by developing templates, reference materials, and automated reporting tools within NetSuite.
- Supported balance sheet reconciliations, P&L analysis, and budget-to-actual reporting while maintaining a forward-looking perspective on data integrity and usability.
Senior Auditor
BGW CPA, PLLC
Charlotte, USA
01.2019 - 08.2023
- Led audit engagements across a diverse client base, managing timelines, client relationships, and team coordination for audits, reviews, compilations, and employee benefit plan audits.
- Functioned as a liaison for clients, clarifying technical accounting requirements into understandable expectations and actionable steps.
- Developed department-wide templates and tools that improved consistency, efficiency, and clarity across audit engagements.
- Supported recruiting and interviewing efforts, contributing to candidate evaluation and onboarding.
- Advanced from intern to senior auditor, reflecting a strong technical foundation, client trust, and leadership capability.
Education
Master of Science - Accounting
Appalachian State University
Boone, NCBachelor of Science - Accounting
Appalachian State University
Boone, NCSkills
- Financial integration
- Workflow automation
- Project management
- Problem solving
- Cross-functional team leadership
- Data integration
- Organizational skills
- System transitions
- Data analysis
- Financial forecasting
Technology & Tools
- Microsoft Office
- Oracle (NetSuite) Accounting and Budgeting
- Sage Intaact
- Other ERPs: ServiceTitan, AvidXChange, Concur, etc.
- Workiva (stakeholder reporting), Bloomberg (Fixed Asset Management), CaseWare, and FloQast
Timeline
Acquisition Integration Manager
NearU Services
07.2025 - Current
Senior Accounting & Financial Analyst – Franchising & Retail
Kline Franchising, Inc. (d.b.a. Burn Boot Camp)
08.2024 - 07.2025
Staff Accountant
Piedmont Lithium, Inc. (NASDAQ: PLL)
08.2023 - 07.2024
Senior Auditor
BGW CPA, PLLC
01.2019 - 08.2023
Master of Science - Accounting
Appalachian State University
Bachelor of Science - Accounting
Appalachian State University