Executives in Transition - Multi-Sector Industry Finance and FP&A Leader
- lbuckley707
- Oct 19
- 1 min read
Built the FP&A function from the ground up, reporting directly to the CFO, creating financial models for budgeting, forecasting, scenario planning, and new product ventures, while managing direct reports.
Developed and implemented a 13-week cash flow model and integrated SaaS revenue model combining three legacy businesses to improve forecasting accuracy and financial visibility.
Implemented Jirav FP&A software integrated with NetSuite, creating monthly reporting packages, dashboards, and KPIs for the ELT, quarterly sales reviews, and Board presentations.
Partnered with sales, operations, and supply chain teams to forecast revenue by product, track customer contracts in Salesforce, and reconcile monthly variances using production and COGS models.
Managed headcount planning, compensation tiers, and capital project finance, including a 60,000 sq. ft. facility buildout, while leading investor relations and supporting debt/equity fundraising and M&A activities, maintaining the company data room.
Executed on a ground up rebuild of budgeting and forecasting, bringing expense accuracy to 98%.
