Brad Ramsey
Director of Client Services
- 20+ Years of Finance Experience
with progressive experience in diverse industries driving the performance and profitability of innovative organizations
- Professional Partner to C-Suite Executives
proven leader in public and private equity-backed companies with the ability to drive focused results while staying agile
- Proven Value Enhancement Leader
conceptualizing solutions, driving execution, and delivering results
ROLES
- Created and maintained 5-year budget and forecast to project out all revenues and expenses over that time span and helped company make the correct financial and strategic decisions.
- Created expense reporting system to show full visibility of company expenses for executive team, helping to save $50 –$100k per quarter in unnecessary expenses
- Assisted Executive leadership team in securing funding in excess of $10 million from individual and institutional investors, helping to fund Spacee through its pre-revenue stages of development
- Created and maintained cash flow forecast
- Worked in partnership with sales and operations teams to manage vendor relationships through the pandemic, resulting in savings of over $1 million monthly
- Built full ROI model to evaluate comprehensive tool rental center implementation in grocery stores that could generate an additional $20 million in revenues annually
- Collaborated with the CFO and treasury manager on a weekly cash flow forecast to help with budgeting and forecasting
- Created monthly financial reporting for board of directors
PROJECTS
- Led financial analysis to switch primary renal medications for patients, resulting in a $15 million EBITDA increase annually
- Co-managed nine facility controllers located in JC Penney warehouses throughout the US, handling the accounting and finances of those facilities
- Part of team charged to secure Series A financing, looking to raise $25 $30 million in capital. Created full 5-year sources and uses analysis to show short and long term needs for the company
