Brett, an FP&A veteran, supported a $250 million healthcare acquisition as a senior analyst before helping to raise $25+ million in equity and debt financing as the VP of finance at a fintech startup. As an executive, Brett built two multimillion-dollar Chinese businesses. Now a freelancer, he helps companies bridge the gap between finance, strategy, and people operations to scale their businesses rapidly and efficiently.
Provided management consulting services, with emphasis on finance, for a broad range of clients spanning multiple industries and geographies with a primary focus on mainland China, APAC, and the United States.
Consulted for a leading media production studio in Shanghai, working with the CEO to create the company's first annual budget financial model, providing the necessary visibility to grow revenue at a 15% CAGR over the subsequent four-year period.
Advised a leather apparel brand in Shanghai to create the company's first financial forecasting model and KPI dashboards to track performance trends against the forecast. Later advised the company on its $3M funding strategy and pitch deck through its sale to a local competitor.
Gave counsel to a US-based online travel platform focused on delivering localized experience bookings. Built model for forecasting traffic, conversion, and resulting financials. Advised on a pitch deck and funding strategy for the company's $250,000 seed round and supported CEO through sale to an offshore buyer after several years.
Consulted for an APAC-focused real estate development firm (hotels, villas, condos) to create a standardized financial model to evaluate future development project revenue, costs, CAPEX, IRR and return waterfalls. The standardization process entailed mapping old project financial modeling to the new standard, providing the necessary roll-up to manage all investments at a consolidated level.
Focus areas: Consolidation, Reporting, Dashboards, Management, Organization, Growth Strategy, Funding Strategy, Data Modeling, Financial Modeling, Business Consulting
Senior Vice President
2013 - 2019
Held progressive finance and executive leadership roles at KargoCard, a leading financial platform services provider (SaaS) specializing in prepaid cards, digital payment wallets, and advertising technology solutions for some of the largest consumer brands and offline retailers in China.
Served as the finance lead for over $25 million in equity and debt financing, including all related financial modeling, internal and external presentations, cap table and liquidity analysis, and due diligence facilitation.
Implemented a "Management by Objectives" (MBO/OKR) strategic initiative process, creating an accountability framework for achieving company goals, including growing gift card distribution business to over 10,000 retail stores, establishing a clear #1 position in the Chinese market.
Identified the opportunity for and executed the business plan for a gift card printing initiative, overseeing all aspects of business development, sourcing, logistics, and staffing to drive a 78% revenue CAGR over five years.
Led the mobile payment acquiring business, which processed hundreds of millions of retail payment transactions annually with a 245% revenue CAGR over four years.
Deployed big data analytics framework for effectively processing terabytes of payment transaction data, ultimately leveraging the data to use advertising and data-as-a-service revenue models to drive incremental revenue growth.
Focus areas: Digital Payments, Analytics, Big Data, Electronic Payments, Global, Supply Chain, Growth, Financial Planning & Analysis (FP&A), Fundraising
Senior Financial Analyst
2005 - 2012
Held progressive FP&A roles at AMN Healthcare, a leading provider of workforce solutions servicing the healthcare industry in the United States.
Participated in the company's $250 million Medfinders acquisition, their most significant at the time, including helping to manage financial due diligence, synergy modeling, and post-transaction integration plan.
Served as the primary finance business partner for a $120 million business unit providing insights and strategies to support 7% top-line revenue growth and EBITDA margin improvement of 130 basis points annually.
Proposed and conducted an ROI analysis for compensation plan revisions resulting in gross margin improvements of 100 basis points and employee expense savings of 90 basis points as a percentage of revenue annually.
Rebuilt the forecasting model to more accurately predict sales volume, revenue, and expenses within +/-10% variances, an improvement of over 500 basis points from the prior model's average deviation.
Designed and implemented critical indicators dashboard for the standardization of business performance tracking, and delivered the outputs to all company executives, including CEO and board chair on a weekly basis.