Brad Ramsey

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



  • 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


  • 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