Principal
CurrentI went rogue and opened my own shop after consistently earning top marks in Associate and Analyst stints across investment banking (generalist underwriter of many billions of leveraged loans), energy finance (raised hundreds of millions and deployed into renewables projects), vanilla commercial banking (corporates and munis), and a small-cap private equity fund (commercial real estate). Case Study – multiyear turnaround of a chronically loss-making entity providing day program services to adults with Intellectual and Developmental Disabilities. FMM devised and executed a strategic transformation plan, introduced FP&A processes and KPIs, implemented predictive three-statement financial modeling, and rebuilt culture around a new vision, transforming a perennially challenged operation into one characterized by management excellence and financial out-performance:-Topline growth: 10x growth in annual program revenues; annual Individuals served from 300 to 1,800; weekly in-service days from 2 to 5+; lengthened daily program hours from 4 to 6+-Margin growth: overhauled chronically loss-making model to achieve >40% EBITDA margins-Remediated massive receivables problem into a negative working capital balance, significantly improving cash flow profile -Staff growth: rationalized org chart, introduced min living wage of $25/hr, doubled permanent staff, raised key leaders to market pay and retained-Change management: fully prefunded strategic growth plan by obtaining >$300K in funding awards; tapped new public funding channels so participants don't have to pay for programs-Delivered long-term business model sustainability to an entity providing life-changing services to a vulnerable and deserving population***Financial Management in Motion is actively engaged with other partners and is looking to add to our portfolio. Find more at fmimotion.com
