Marcus Wood

Business Development & Sales Leadership:

Cultivated strategic partnerships and secured consulting contracts across technology, healthcare, and finance sectors. Built high-performing team and established market presence through strategic business development.

Startup & Operations Excellence:

Founded and scaled consulting business from startup to established firm, developing comprehensive project management capabilities and operational frameworks that deliver consistent client value.

Major Contract Wins & Leadership:

• AMC Networks ($120K): Secured contract to implement automation solutions, optimizing financial processes and operational efficiency
• Spark Networks ($210K): Delivered financial leadership as VP Finance and fractional Director, overseeing strategic financial planning
• Mistr Telehealth ($1M revenue growth): Drove B2B partnerships with non-profits, securing contracts introducing hundreds of new patients
• Fusion SD ($51K): Provided Fractional CFO services and business development, establishing key US partnerships
• G2O Technologies ($60K): Ongoing financial leadership and support services, streamlining operations for sustainable growth
• Aptia Group ($90K): 3-month project implementing finance infrastructure for enhanced operational scalability

Principal Consultant Leadership:

• Develop comprehensive project plans with precise resource allocation for timely completion and budget adherence
• Partner with diverse clients to identify and implement tailored solutions across multiple industries
• Lead complex projects from initiation to completion, ensuring high-quality deliverables
• Collaborate with subcontractors and vendors to align project deliverables and ensure seamless integration
• Supervise and mentor project teams, promoting collaboration, innovation, and professional growth
• Negotiate and structure mutually beneficial agreements driving long-term growth and market expansion

Providing strategic financial leadership and scalable solutions to support company growth and operational efficiency in the education technology sector.

• Automated 80% of board and management reports, improving decision-making efficiency
• Remediated and cleaned up books from prior accounting issues
• Streamlined bookkeeping processes and fixed reporting errors from previous accountants
• Implemented comprehensive Finance and Accounting suite of services
• Enhanced financial visibility and strategic decision-making capabilities

Strategic financial leadership for planned merger and capital raise activities at probiotics company, providing hands-on CFO support during critical transaction period.

• Develop financial models and valuation frameworks to support capital raising and merger discussions
• Provide strategic input on deal structure, investor presentation materials, and financial positioning
• Work alongside legal and tax advisors to ensure financial alignment in transaction planning
• Support post-merger integration activities and process implementation
• Enhance management reporting, FP&A infrastructure, and profitability analysis

Led strategic partnerships and financial optimization for automotive technology company, focusing on growth initiatives and operational efficiency improvements.

• Led strategic partnerships with suppliers, integration partners, and automotive groups for growth initiatives
• Built and refined advanced financial models including forecasting and deferred revenue recognition
• Optimized cash flow management by improving collections processes and reducing aged receivables
• Consolidated suppliers to contain costs and enhance profitability
• Established key partnerships with US companies and Equifax products for Australian market expansion
• Streamlined reporting and automated 80% of financial processes for faster decision-making

Automated global budget processes and implemented scalable financial frameworks for agricultural technology company with international operations.

• Automated and improved global budget process across operations in US, Australia, and Brazil
• Enabled seamless expense tracking and financial reporting across international teams
• Developed scalable financial models to support strategic planning and resource allocation
• Implemented expense management systems ensuring compliance with regional financial regulations
• Streamlined cost oversight for international teams, supporting sustainable growth initiatives
• Designed scalable global budgeting process with regional compliance frameworks

Led enterprise-level financial transformation for a major media company, focusing on automation and process optimization.

• Re-engineered and streamlined enterprise planning, forecasting, and key metrics reporting processes
• Led automation of a $300M corporate allocations model spanning 40 entities
• Developed and enhanced predictive multi-year financial models to support enterprise-level strategic planning
• Improved financial reporting efficiency through process redesign and automation

Partnered with Board and C-Suite of $180M app business on pivotal enterprise-wide transformation and turnaround project.

• Managed sell-side financial preparation for Virtual Data Rooms, collaborating with cross-functional teams
• Identified $12.5M in vendor and labor cost savings through strategic outsourcing initiative
• Formulated critical business targets to ensure revenue and EBITDA-related bank covenant compliance
• Designed comprehensive predictive revenue model improving forecast accuracy
• Fulfilled due diligence requests from potential acquirers during sale process

Provided integral financial leadership to PE-backed Joint Venture with $180M annual revenue across 18 chemical manufacturing plants in the US and Puerto Rico.

• Established and oversaw the FP&A function, implementing financial frameworks from ground up
• Enhanced financial reporting efficiency with interactive Tableau dashboards
• Presented key metrics and trends to executive team for strategic decision-making
• Built comprehensive financial infrastructure for newly formed joint venture

Delivered strategic financial guidance to rapidly growing telehealth startup, establishing comprehensive finance infrastructure.

• Led diverse international team to establish FP&A processes from ground up
• Assessed cost projections and project timelines for critical software development initiatives
• Drove $1M in revenue growth through strategic B2B partnerships
• Provided strategic counsel to CEO and investors on growth strategy

Led strategic financial initiatives across $150M+ portfolios, supporting both APAC operations and global enterprise functions.

APAC Finance Director:

• Partnered with executive leaders of $150M B2B SaaS, Data, and Analytics product portfolios
• Identified billing/fulfillment errors through process reviews, recovering $2M+ in lost revenue
• Rebuilt and automated forecast/budget process achieving 99% accuracy vs actual results
• Reduced manual reporting time by 40% through automation, enabling deeper operational analysis
• Analyzed M&A deals and investment opportunities to determine financial viability and synergies

Director of Finance (Global):

• Supported VP Finance and CFO for $3.5B enterprise financial goals and decisions
• Directed enterprise financial model including P&L, balance sheet, FCF, and stock buybacks
• Evaluated large M&A deals for financial health, EPS impact, and overall viability
• Consolidated financials for C-suite, Board, and earnings release presentations

Provided strategic finance business partner support across $6B portfolio, leading post-merger integration and global process improvements.

Finance Manager Achievements:

• Key member of post-merger integration teams for large M&A deals across USA, Europe, Middle East
• Led finance teams in matrix environment, driving major projects and process improvements
• Drove corporate initiative across 100+ locations for operational management improvement
• Collaborated with global business unit presidents to implement process improvements

Senior Financial Analyst Achievements:

• Supported Finance Controller, VP Finance, and President of $1B business unit
• Automated and outsourced reporting while expanding analytical responsibilities
• Earned Impact Award for developing HR incentive compensation optimization model
• Enhanced KPI target tracking and variance analysis across business operations

Early career foundation building analytical skills and international perspective across diverse business environments.

• IBM (Bratislava, Slovakia): Gained international finance experience as expat financial analyst
• Southern Shares Inc (Atlanta, GA): Developed foundational bookkeeping and analytical skills
• Built early expertise in financial analysis, reporting, and process optimization
• Established pattern of international mobility and adaptability
• Developed core competencies in financial systems and cross-cultural business operations