Chris W.

Independent Consultant specializes in helping businesses enhance their financial performance through strategy and analysis.

• Owned full $35 million P&L and all associated revenue/expense budgeting, mid-year reforecasting, monthly
• reporting and variance analysis. Reported results to Board of Directors and private equity investors.
• Designed and implemented sales compensation/commission program. Calculated monthly/annual payouts.
• Produced 52-week cash flow forecast incorporating A/R, container payments, and all other revenue/expenses
• Served on company Management Team and supported CEO and heads of Marketing, Commercial Sales,
• Engineering and Operations departments on strategic projects, ad-hoc analysis, and monthly reporting. Projects included ROI analysis on product pricing and promotions, inventory production and buying, assembly line automation, Europe and retail expansion, gross margin analysis, and sustainability best practices
• Generated weekly sales and KPI report for Management Team and investors. Included past week and YTD unit sales by channel vs budget and forecast, weekly cash flow forecast, sharpener and grinding ring inventory forecast, marketing spend and COCA, and production KPIs
• Led Oracle NetSuite ERP implementation. Selected implementation consultant and negotiated
• software/consulting costs, and leads project management, chart of accounts design, and data migration

RxSense creates software solutions improving prescription management for businesses and consumers, focusing on optimal health outcomes.

• Built headcount / operating expense model incorporating $36 million in personnel costs (207 employees across 12 departments) and $32 million in other operating expenses
• Led annual operating expense budgeting process, meeting with SVPs and EVPs to understand and estimate headcount and hiring needs, vendor spend, and T&E expenses. Focused on IT staffing needed to accelerate build of tech platform
• Developed comprehensive monthly actual-vs-forecast reports and FP&A review process. Met with all budget owners each month to review results, reclassify expenses as needed, and report findings and trends to executive team on a weekly/monthly basis
• Analyzed new business proposals, providing decision support directly to CEO, CFO, COO, and CBDO to understand deal pricing / revenue flows, incremental operating expenses, and overall EBITDA impact
• Built ROI model to analyze potential investments and strategic initiatives, with calculations for NPV and IRR
• Post acquisition, built consolidated P&L model, combining all flows of revenue, COGS, gross profit, and operating expense and understanding/incorporating $5+ million in various margin initiatives to estimate 2018 EBITDA for multiple entities. Prepared consolidated P&L for executive team after each monthly close
• Analyzed all marketing spend including $55 million in projected customer acquisition costs to develop and track KPIs in a fast-growing direct-to-consumer business line

Grand Circle Corporation offers international travel experiences, primarily for Americans over 50, through unique itineraries and value.

• Builds annual financial models incorporating past expenses and future forecasts to track $7.5 million in IT Project costs and $4 million in software maintenance costs. Acts as primary finance business partner for IT organization
• Creates, analyzes and distributes comprehensive monthly reports on $15 million of annual IT G&A spending
• Conducts weekly strategy and forecasting meetings with directors of four IT departments and presents findings and updates to executive level quarterly
• Supports the G&A financial planning and analysis process of over $150 million in annual expenses, including headcount management and forecasting, compensation and promotion analysis, and attrition estimation
• Currently implementing structured G&A budgeting and forecasting process for all departments, involving meeting quarterly with department heads to analyze budgets and answer financial questions

• Analyzes expenses versus budget for five international PIH sites and five internal domestic departments totaling over $20 million in annual spending
• Summarizes, prepares and presents monthly spending analysis for executive leadership and site leadership
• Visits PIH sites in Africa to perform midyear spending versus budget analysis, lead development of six and twelve month site budgets, and provide professional development for local staff through various trainings
• Leads the budgeting process on grant proposals targeting millions of dollars in foundation and public sector funding
• Contributed research and guidance in development of the organization’s endowment investment policy

• Worked remotely with Lumeter’s founding team in California to provide financial modeling and analytical support
• Advanced Scalable Energy Access Loans (SEAL), a financing arm that helps base-of-pyramid end users afford the company’s solar metering products
• Developed due diligence questionnaire to use in evaluating Lumeter’s business customers for product and project financing
• Researched the current off-grid solar funding landscape and made recommendations to founding team about next steps for approaching potential funding institutions that would support SEAL

• Developed model for a locally-focused debt fund that will invest in green and cleantech startups
• Interacted with financial and legal advisors to craft a specific debt offering targeting the financing gap between a startup’s seed round and its first round of venture equity
• Wrote fund’s executive summary and crafted investor pitch deck and other marketing materials
• Conducted outreach and interviews with cleantech entrepreneurs seeking financing for their businesses

• Reconciled cash and accrual rate information on hundreds of transactions per day, on a variety of fixed income investments such as leveraged bank loans, high-yield bonds, distressed debt, and mezzanine debt
• Monitored funds’ custodian banks to ensure accuracy of trade funding requirements and cash availability, daily trading and portfolio activity, bank loan rate resets, corporate actions processing, and security master maintenance
• Led monthly managed account audit process; coordinated process on portfolios valued at over $1 billion, reconciling all loan and bond positions with custodian banks
• Trained new employees on several software packages and served as mentor to junior team members

O'Neill and Associates is a full-service government relations and PR firm serving diverse sectors with strategic communication services.

• Acted as analyst coordinating the daily process of moving collateral for various over-the-counter financial derivatives
• Performed daily monitoring of margin calls by outsource provider to ensure expected calls were being made/agreed based on previous day's mark-to-market movements
• Communicated with broker dealers to resolve day to day issues and disputes
• Liaised with portfolio managers and portfolio coordination teams to collateralize OTC derivative exposure using the best assets for the strategy of the fund
• Analyzed initial margin percentages and sent or recalled upfront collateral from brokers accordingly
• Automated several functions to increase overall speed and efficiency of group

• Acted as the primary analyst overseeing custodian bank data on several mutual funds
• Reconciled daily cash availability, security positions, trade transactions, dividend receivables, and tax ID lots
• Verified daily net asset value calculation to ensure accurate client statement
• Communicated with trading desk and other investment divisions within company
• Instructed daily futures collateral movements between broker and custodian bank

• Assisted with monthly financial statement documentation process for transfer agent
• Performed expense analysis, reformatted invoices, processed journal entries, and prepared budget forecasts
• Provided support to Dealer Payment group reconciling payables and invoices
• Assisted with preparation and entry of data for 2007 transfer agent ICI survey