Wall Works CFO Hire: Hot ERP & FP&A Sales Trigger

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🚀 Battle Card

🚀 Battle Card: Wall Works Holdings

Quick trigger:

👤 Decision Maker in the News

Shannon McElveen, Chief Financial Officer · 🔗 [LinkedIn](https://www.linkedin.com/company/wall-works-holdings/)

💡 Why It Matters

Bringing in a construction-finance veteran signals a major push to standardize and scale finance ops across acquisitions → Source (This Wall Works Holdings sales trigger means budgets for new systems are hot.)

🎯 Core Pain Point

Fragmented financial systems across Optimum, Suburban, and new acquisitions

Lack of real-time FP&A & reporting to guide rapid national expansion

💰 What to Pitch

Primary: Cloud-based ERP Implementation → Unified ledgers & streamlined month-end close

Expansion: FP&A & BI Suite → Real-time dashboards & forecasting accuracy

🗺️ Quick Context

HQ: Boston, MA & Kansas City, MO

Employees: ≈ 300

Rev: ≈ $100 M

Website: [wallworksholdings.com](https://wallworksholdings.com/)

🤼 Competitive Intel

Which other vendors you’ll probably face to win Wall Works Holdings’ business after this sales trigger.

SAP — ERP / Financials

Unique edge: Enterprise-grade industry modules & global support
Evaluated by CFO & VP Finance for consolidation needs

Oracle NetSuite — ERP / Financials

Unique edge: Cloud-native unified suite for mid-market
Evaluated by Finance Ops for rapid deployment

Workday — ERP / Financials

Unique edge: Built-in analytics & modern UX
Evaluated by CFO for strategic insights

Sage Intacct — ERP / Financials

Unique edge: Best-in-class core financials & strong contract management
Evaluated by Director of FP&A for scalability

✅ Do-Now Checklist

Connect with Shannon McElveen on LinkedIn (link above)

Tie your first touch to this Wall Works Holdings sales trigger and send a tailored email + DM

Schedule follow-ups in CRM (Day 3 & Day 10)

Next Step

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🧠 Copy My Prompt for Personalized Cold Outreach

────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY   = ❑❑
OFFER_BRIEF   = ❑Cloud-based ERP implementation for unified ledgers and faster closes❑
PROOF_METRIC  = ❑30% faster month-end close❑
CTA_STYLE     = ❑quick_call❑
TONE          = ❑friendly❑

────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME        = Shannon
COMPANY     = Wall Works Holdings
DEPT        = Finance
SIZE        = ≈ 5
BOTTLENECK  = fragmented financial systems across acquisitions
EVENT       = CFO appointment
DETAIL      = being appointed CFO
PAIN        = lack of real-time financial reporting for expansion
SRC         = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20251014418881&div=41152219
SIM_CO      = AIA Contract Documents
WIN_METRIC  = 30% faster month-end close
NEXT_SIZE   = ≈ 10
EMP_EST     = ≈ 300
REV_EST     = ≈ $100M

────────────────────────
TASK FOR CHATGPT
────────────────────────
Role: “NewsletterForLeads SDR-Assist”.

Validate any ≈ guesses via SRC.

EMAIL  (keep breaks):
Subject: ≈ 5-person Finance

Shannon—noticed your Finance team is ≈ 5.

That’s when fragmented financial systems across acquisitions slows growth.

We helped AIA Contract Documents fix this with Cloud-based ERP implementation for unified ledgers and faster closes.

Result: 30% faster month-end close.  
Quick call?

PS—next bottleneck hits ≈ 10.

DM ≤45 words, TONE:
Saw your post about being appointed CFO — lack of real-time financial reporting for expansion.  
Cloud-based ERP implementation for unified ledgers and faster closes. 30% faster month-end close.  
Quick chat?

Deal Trigger: Wall Works CFO Hire