David Long Email & Phone Number

While pursuing full time opportunities provided Fractional CFO and Strategic Financial Consulting to startup and middle market businesses.Partnering with executive leaders in early-stage and middle market companies to tackle critical issues including system/data integration, financial projections, market assessment and detailed usage scenarios to drive transformational change.Recent Engagements:- Fractional CFO for new healthcare entity. Provided guidance on integration of financial data and systems. Developed playbook for migration from cash basis accounting to accrual basis accounting.- Strategic Financial consultant partnering with founder of Stealth AI Startup providing SAAS financial models, assessing target markets, product testing and gathering insights from beta testers.- Partnering with a development group to launch an expansive sports complex. Providing operational guidance and usage scenarios in early stage.

New York, Ny, Us

Responsible for all aspects of finance, including financial reporting, strategic planning and continuous process improvement including implementation of NetSuite platform. Collaborated with CEO, private equity partners and lines of business leads to provide monthly reporting on our revenue, cost drivers and business needs. Managed three direct reports. • Improved reporting, forged a connection between finance and agency leadership and improved visibility for Bruin • Developed and implemented weekly financial dashboard and monthly reporting package for senior leadership and private equity partners focusing on key business drivers and metrics • Implemented NetSuite platform to eliminate four disparate systems and enhance business management for account teams as well as the finance team • Developed cash forecast process that led to tighter cash management and significantly improved cash reserves• Partnered with CEO to lead company through COVID 19 maintaining ever-changing forecasts driven by client contract and event cancellations, vendor challenges and staff furloughs ensuring financial solvency • Utilized new monthly financial reporting to drive strategic exit from two lines of business • Improved processes and controls to improve audit outcome and eliminate risk of revenue write-downs leading to three successful internal audits and a successful client audit • Negotiated sublease for portion of NY office, managed office move and on-going office management• Worked with banking partners to obtain renewal on agency line of credit, as well as obtain and return PPP loan under CARES Act (ultimately returned due to relationship with private equity)

New York, Ny, Us

Responsible for overall financial performance and reporting for both the NY Office and the TUS team which consisted of 160 employees across five WPP operating companies. Four direct reports, sixteen indirect reports across client finance, general accounting, billing, and accounts payable along with five (funded) client facing analysts. • Managed NY P&L through period of 52% revenue decline due to loss of key clients and change in focus (RM to Shopper to Ecommerce) • Delivered cost savings in line with revenue declines and managed hiring across all departments in line with new business as well as organic growth o Delivered staff cost reductions of 49% over 3-year period o Delivered improvements on variable expense lines including T&E and non-billable productiono Reduced T&E from 2% of revenue to 1.7% of revenue o Reduced non-billable production from .8% of revenue to .5% of revenue • Developed commercial training for finance team and office including finance 101, pricing, negotiation • Worked with Unilever client and procurement teams as well as WPP commercial and operations teams to develop new output-based pricing solution to replace existing retainer-based solution • Engaged with key clients and procurement on regular basis enhancing relationships and supporting client leads• Opened lines of communications across global WPP teams to better share lessons learned, success and better ways of working

New York, Ny, Us

New York, Ny, Us

Hoboken, Nj, Us

Responsible for partnering with sales, marketing, operations and financial leaders to determine the viable business models and pricing strategy for $180M line of business. Lead cross functional teams to develop, document and implement Sales & Marketing reporting processes. Key liaison between Sales & Marketing leadership and finance organization. • Key member of team responsible for determining viability of and pricing strategy for various new and existing revenue streams• Responsible for internal monthly reporting utilizing Cognos BI system and AS400, including sales by product line, business segment and selling region as well as operating expenses, T&E and all ad hoc financial reporting.• Responsible for vetting all proposed deals including institutional sales, contract sales and all exception pricing.• Developed financial model for assessing viability of custom course development opportunities in the For-Profit college market.• Built relationships with all levels of staff in Sales & Marketing functions including VPs, Regional Managers, District Managers, Sales Reps, Marketing Managers and marketing assistants leading to enhanced communication with finance, faster turn-around time on requests and improved issue resolution.

Hoboken, Nj, Us

Responsible for budgeting, forecasting, monthly P&L review, variable compensation planning, financial modeling, policy creation and implementation, collections, billing and ad hoc financial analysis

Financial Analyst responsible for managing and reporting financials and handling all planning/analysis for the North American permanent recruitment division.

Gb

Mba, Corporate Finance & Leadership

B.S., Finance