Mark Bishopp, Management Consultant in Pompano Beach, FL, United States
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Mark Bishopp

Bio

Mark is a seasoned fintech and payments executive with over 30 years of experience leading strategy, growth, and innovation across embedded finance, PayFac, marketplaces, and payment platforms and orchestration. He serves as a trusted fractional C-level advisor to organizations ranging from startups to enterprises. Known for solving complex payment challenges, accelerating revenue, and driving value, Mark is a recognized speaker and thought leader in fintech, payments, and insurance technology.

Career Highlights

President
Fractional C-suite Executive & Strategic Advisor
Chief Executive Officer (CEO)
Amaryllis
Senior Vice President (SVP) | Head of Global eCommerce and 3rd-party Payments Program Director
Bank of America

Case Studies

Expertise

  • Card Payments
  • Credit Card Processing
  • CXO
  • eCommerce Platforms
  • Embedded Payments
  • Fintech Consultant
  • Go-to-market (GTM) Strategy
  • Payment Orchestration

Work Experience

President

2020 - PRESENT
Fractional C-suite Executive & Strategic Advisor
  • Guided companies from startup through growth scale while serving in C-suite roles, delivering around 3–5X revenue expansion through structured growth programs (HarbourPay, HubSpark, Punchey, many others).
  • Delivered around 40% sales efficiency improvements and around 25% client profitability increases across portfolio companies, generating $50+ billion combined transaction volume (Fortis, Payliance).
  • Partnered with 20+ organizations across buy-side and sell-side fundraising and M&A transactions, generating $75+ million in deal value.
  • Built and scaled payments consulting practices at global technology companies (NTT Data, Toptal), establishing new revenue streams and market positioning.
  • Recruited, built, and spearheaded global teams across sales, product, business development, and marketing.
  • Served as a senior executive for companies requiring operational transformation and growth acceleration, specializing in payment strategy and embedded finance optimization, primarily focusing on fintech and SaaS organizations.
Focus areas: Executive Consulting, Executive Reporting, Strategy, Go-to-market (GTM) Strategy, eCommerce Platforms, Relationship Management, Rolling Forecasts, User Acceptance Testing (UAT), Merchant Cash Advances, Alternative Payments, Credit Card Processing, High-risk Credit Card Processing, Card Payments, Prepaid Debit Cards, Embedded Payments, Payment Facilitator (PayFac), Forecasting, Financial Planning & Analysis (FP&A), Salesforce, Tableau, Revenue & Expense Projections, Microsoft Excel, Pitch Deck Consultant, Roadmaps, Investment Thesis, Change Management, Internal Communications, Organizational Change Management (OCM), B2B, Business Strategy, Growth Strategy, COO, Company Strategy, Key Performance Indicators (KPIs), Business Process Improvement (BPI), Operational Control, Real Estate, Fundraising, Investor Relations, Valuation, Pitch Decks, Financial Modeling, Business Development, CFO, Pricing, Digital Payments, Mergers & Acquisitions (M&A), Investment Banking, M&A (Sell-side), Investor Presentations, Office 365, Slack, Microsoft Teams, Google, Finance, Accounting, Investment Committee Advisory, Fintech Consultant, Marketplaces, Marketplace Platforms, Churn Management, Cash Flow Modeling, Early-stage Funding, Healthcare, Fundraising Strategy, Term Sheet Advisory, SaaS, Three-statement Modeling, Pricing Models, Pricing Strategy, Cash Flow Management, Financial Analysis, Financial Forecasting, Budgeting, Direct to Consumer (D2C), Early-stage Startups, Intellectual Property, Startup Consulting, Startups, Exit Strategy, Dashboards, Investments, Risk Management, Controller, Chartered Financial Analyst (CFA), SOX Compliance, Organizational Design, Process Improvement, US GAAP, Business Transformation, Product Roadmaps, Scalable Operating Models, Management Consulting, Venture Capital, Fractional CFO, Financial Reporting, Product Strategy, Business Models, Competitor Analysis & Profiling, Feasibility Studies, Market Research & Analysis, Total Addressable Market (TAM), GAP Analysis, SaaS Product Management, Product Consultant, Financials, Life Science, Public Sector, B2B Sales, Sales, Data Analysis, HubSpot, Inbound Sales, Team Leadership, SaaS Sales, Sales Coaching, Marketing Strategy, M&A (Buy-side), Business Planning, Accounts Payable, Process Optimization, Process Design, Xero, Due Diligence, Deal Sourcing, ERP Implementation, Enterprise Resource Planning (ERP), Finance Management, Business Analysis, Audience Targeting, Competitive Analysis, Consulting, Presentations, Business Plan Consulting, Technology, Web3, Organizational Structure, Resource Planning & Analysis, Project Finance, Crowdfunding, Fintech, Cash Flow Analysis, Clean Energy, Accounts Receivable, Subscriptions, Business Intelligence (BI), Financial Systems, Compliance, Debt Raises, PCI Compliance, Financial Risk Management, CEO, CRM Systems, Operational Excellence, Board Presentations, Data Visualization, Google Sheets, Fractional COO, Operations, Coaching, Content Creation, Business Services, Online Payments, Consumer Insights, Consumer Banking, Electronic Payments, Spreadsheets, Commercial Lending, Balance Sheets, P&L Forecasting, Family Office, High Net Worth Individuals (HNWI), Investment Memoranda, GCC, Private Equity, Acquisitions, Deal Structuring, Debt Financing, Term Sheets, Transaction Advisory, Investment Briefs, Mobile Consumer Applications, Subscription Models, Investment Strategy, Product-led Growth (PLG), Board Reporting, Strategic Partnerships, Market Entry, Market Research, Fundraising Consultant, Google Slides, Nonprofits, Target Operating Models, Post-merger Integration, Stakeholder Management, Small & Medium-sized Enterprises (SME), Business Modeling, Sales Growth, Cap Tables, Strategic Planning & Execution, B2B Partnerships, Business Model Strategy, Education, Go-to-market Execution, New Business Development, New Business Ventures, Artificial Intelligence (AI), Customer Success, Customer Experience, Generative Artificial Intelligence (GenAI), Balance Sheet Optimization, Data Standardization, Certified Public Accountant (CPA), Chief of Staff, Business Operations, Corporate Finance, Corporate Legal, Corporate Governance, International Expansion, Market Expansion, Digital Marketing, Business Analytics, Financial Regulations, IT Business Analysis, Blockchain, Digital Product Management, Broker Dealers, FINRA, Financial Markets, Product-market Fit, Contract Review, Contract Negotiation, Lending, Micro Lending, Settlements, B2B Lead Generation, Cold Outreach, Email Outreach, Lead Generation, Partnership Management, Relationship Based Networking, Business Development Representative (BDR), Capital Placement, Finance Strategy, Capitalization Tables, SAFE Network, Financial Investment Structuring, Project Management, Business Cases, Enterprise Transformation, Customer Acquisition, M&A Due Diligence (Financial), Risk & Compliance, Acquisition Analysis, Positioning, Proptech, Sales Strategy, Strategy Consulting, Process Transformation, Stakeholder Engagement, Supply Chain, Product Launch, Growth Marketing

Chief Executive Officer (CEO)

2017 - 2020
Amaryllis
  • Achieved around 4x valuation increase within 24 months through turnaround leadership, transforming an underperforming platform technology company into a profitable and scalable business, resulting in around 3x revenue growth.
  • Guided collaboration with the global payments risk and compliance team to establish their marketplace and payment facilitator (PayFac) practice. Recruited and managed high-performing global product, business development, and marketing teams.
  • Acted as the main point of contact for key client and partner relationships. Represented the company at leading industry forums, addressing risk and compliance, product strategy, fintech, finance, platform business models, and market competition.
  • Established a balanced scorecard and key performance metrics to monitor and manage all aspects of progress. Served as the lead subject matter expert on all potential deals and relationships.
  • Raised Series A funding and secured white-label partnerships with leading global acquirers, establishing industry credibility and a scalable revenue model.
  • Led revenue operations, product development, and market expansion during a 3x growth period, building scalable processes across all business units.
Focus areas: Alternative Payments, Banking as a Service (BaaS), Card Payments, CXO, Credit Card Processing, eCommerce Platforms, eCommerce, Embedded Payments, Executive Consulting, Executive Reporting, Payment Gateways, Online Payments, Payment APIs, Mobile Payments, Payment Networks, Financial Modeling, Forecasting, Financial Planning & Analysis (FP&A), Revenue & Expense Projections, Microsoft Excel, Pitch Deck Consultant, Roadmaps, Investment Thesis, Change Management, Internal Communications, Organizational Change Management (OCM), B2B, Business Strategy, Growth Strategy, COO, Company Strategy, Key Performance Indicators (KPIs), Business Process Improvement (BPI), Operational Control, Investor Relations, Valuation, Pitch Decks, Business Development, CFO, Pricing, Digital Payments, Mergers & Acquisitions (M&A), M&A (Sell-side), Investor Presentations, Office 365, Slack, Microsoft Teams, Google, Finance, Accounting, Strategy, Payment Orchestration, Investment Committee Advisory, Relationship Management, Rolling Forecasts, User Acceptance Testing (UAT), High-risk Credit Card Processing, Prepaid Debit Cards, Fintech Consultant, Marketplaces, Marketplace Platforms, Churn Management, Cash Flow Modeling, Fundraising, Early-stage Funding, Fundraising Strategy, Term Sheet Advisory, SaaS, Three-statement Modeling, Pricing Models, Pricing Strategy, Cash Flow Management, Financial Analysis, Financial Forecasting, Healthcare, Budgeting, Direct to Consumer (D2C), Early-stage Startups, Intellectual Property, Startup Consulting, Startups, Exit Strategy, Dashboards, Investments, Risk Management, Controller, Chartered Financial Analyst (CFA), SOX Compliance, Organizational Design, Process Improvement, US GAAP, Business Transformation, Product Roadmaps, Scalable Operating Models, Management Consulting, Venture Capital, Fractional CFO, Financial Reporting, Go-to-market (GTM) Strategy, Product Strategy, Business Models, Competitor Analysis & Profiling, Feasibility Studies, Market Research & Analysis, Total Addressable Market (TAM), GAP Analysis, SaaS Product Management, Product Consultant, Financials, Life Science, Public Sector, B2B Sales, Sales, Data Analysis, HubSpot, Inbound Sales, Team Leadership, SaaS Sales, Sales Coaching, Marketing Strategy, M&A (Buy-side), Business Planning, Accounts Payable, Process Optimization, Process Design, Xero, Due Diligence, Deal Sourcing, ERP Implementation, Enterprise Resource Planning (ERP), Finance Management, Business Analysis, Audience Targeting, Competitive Analysis, Consulting, Presentations, Business Plan Consulting, Technology, Web3, Organizational Structure, Resource Planning & Analysis, Project Finance, Crowdfunding, Fintech, Cash Flow Analysis, Clean Energy, Accounts Receivable, Subscriptions, Business Intelligence (BI), Financial Systems, Compliance, Debt Raises, PCI Compliance, Financial Risk Management, CEO, CRM Systems, Operational Excellence, Board Presentations, Data Visualization, Google Sheets, Fractional COO, Operations, Coaching, Business Services, Consumer Insights, Electronic Payments, Spreadsheets, Commercial Lending, Balance Sheets, P&L Forecasting, Family Office, High Net Worth Individuals (HNWI), Investment Memoranda, Sovereign Wealth Funds (SWFs), Private Equity, Acquisitions, Deal Structuring, Debt Financing, Term Sheets, Transaction Advisory, Investment Briefs, Mobile Consumer Applications, Subscription Models, Investment Strategy, Product-led Growth (PLG), Board Reporting, Strategic Partnerships, Market Entry, Market Research, Google Slides, Nonprofits, Target Operating Models, Post-merger Integration, Stakeholder Management, Small & Medium-sized Enterprises (SME), Business Modeling, Sales Growth, Cap Tables, Strategic Planning & Execution, B2B Partnerships, Business Model Strategy, Education, Go-to-market Execution, New Business Development, New Business Ventures, Customer Success, Customer Experience, Balance Sheet Optimization, Certified Public Accountant (CPA), Chief of Staff, Business Operations, Corporate Legal, Corporate Governance, Commercial Strategy, Market Expansion, Digital Marketing, Business Analytics, IT Business Analysis, Digital Product Management, FINRA, Financial Markets, Product-market Fit, Contract Review, Contract Negotiation, Lending, Micro Lending, Settlements, B2B Lead Generation, Cold Outreach, Email Outreach, Lead Generation, Partnership Management, Relationship Based Networking, Business Development Representative (BDR), Capital Placement, Finance Strategy, Capitalization Tables, SAFE Network, Financial Investment Structuring, Project Management, Business Cases, Enterprise Transformation, Customer Acquisition, M&A Due Diligence (Financial), Risk & Compliance, Positioning, Sales Strategy, Strategy Consulting, Process Transformation, Stakeholder Engagement, Product Launch, Growth Marketing

Senior Vice President (SVP) | Head of Global eCommerce and 3rd-party Payments Program Director

2011 - 2017
Bank of America
  • Developed and owned accountability for the overall card-not-present (CNP) eCommerce strategy, including complex payment models (CPMs), such as 3rd-party payment models, and the integrated global payments strategy.
  • Spearheaded domestic and international CNP and CPM sales and product development teams for BAMS and First Data. Established global sponsor bank support and optimized organizational structure and compensation models to drive success.
  • Developed internal operational maturity models to align sales, product, marketing, IT, risk and compliance, and operations teams. Owned all product development roadmaps and managed 3rd-party relationships specific to the CPM space.
  • Established the global market pipeline for eCommerce and CPMs. Developed a proprietary scoring methodology to rank and prioritize opportunities based on the organization's current maturity level, resulting in a 50% increase in win ratios.
  • Developed senior executive presentations to secure buy-in for establishing a dedicated eCommerce and integrated payment service unit encompassing the entire payments lifecycle, and created a business charter and case to measure and guide progress.
  • Increased revenue in the personal financial management (PFM) and integrated payments space from $500,000 in 2011 to $8 million in 2017.
  • Directed due diligence and integration planning for $50+ million fintech acquisitions while developing new revenue models for emerging payment markets.
  • Pioneered 1st-ever payment facilitation business at a major US bank while leading the entire e-Commerce merchant book, creating an entirely new product category and scaling from concept to $8+ million annual revenue.
Focus areas: Alternative Payments, Card Payments, Credit Card Processing, Embedded Systems, eCommerce, Marketplaces, Payment Facilitator (PayFac), Product Owner, Payment Gateways, Merchant Cash Advances, Financial Modeling, Forecasting, Financial Planning & Analysis (FP&A), Salesforce, Revenue & Expense Projections, Microsoft Excel, Pitch Deck Consultant, Roadmaps, Investment Thesis, Change Management, Internal Communications, Organizational Change Management (OCM), B2B, Business Strategy, Growth Strategy, Company Strategy, Key Performance Indicators (KPIs), Business Process Improvement (BPI), Operational Control, Investor Relations, Pitch Decks, Business Development, Pricing, Digital Payments, Investment Banking, Investor Presentations, Office 365, Slack, Microsoft Teams, Google, Finance, Accounting, Executive Reporting, Strategy, Payment Orchestration, Investment Committee Advisory, Relationship Management, Rolling Forecasts, High-risk Credit Card Processing, Prepaid Debit Cards, Fintech Consultant, Marketplace Platforms, Churn Management, Cash Flow Modeling, SaaS, Three-statement Modeling, Pricing Models, Pricing Strategy, Cash Flow Management, Financial Analysis, Financial Forecasting, Budgeting, Dashboards, Risk Management, Organizational Design, Process Improvement, US GAAP, Business Transformation, Scalable Operating Models, Management Consulting, Venture Capital, Fractional CFO, Financial Reporting, Product Strategy, Business Models, Competitor Analysis & Profiling, Feasibility Studies, Market Research & Analysis, Total Addressable Market (TAM), SaaS Product Management, Financials, Life Science, Public Sector, B2B Sales, Sales, Data Analysis, HubSpot, Inbound Sales, Team Leadership, SaaS Sales, Sales Coaching, Marketing Strategy, Business Planning, Accounts Payable, Process Optimization, Process Design, Due Diligence, Enterprise Resource Planning (ERP), Finance Management, Business Analysis, Competitive Analysis, Presentations, Business Plan Consulting, Technology, Organizational Structure, Resource Planning & Analysis, Project Finance, Crowdfunding, Fintech, Cash Flow Analysis, Accounts Receivable, Subscriptions, Business Intelligence (BI), Financial Systems, Compliance, PCI Compliance, Financial Risk Management, CRM Systems, Operational Excellence, Board Presentations, Data Visualization, Google Sheets, Coaching, Business Services, Online Payments, Consumer Insights, Consumer Banking, Electronic Payments, Spreadsheets, Commercial Lending, Balance Sheets, P&L Forecasting, Mobile Consumer Applications, Subscription Models, Investment Strategy, Board Reporting, Strategic Partnerships, Market Entry, Market Research, Google Slides, Nonprofits, Target Operating Models, Post-merger Integration, Stakeholder Management, Small & Medium-sized Enterprises (SME), Business Modeling, Sales Growth, Cap Tables, Strategic Planning & Execution, B2B Partnerships, Business Model Strategy, Education, Go-to-market Execution, Customer Success, Customer Experience, Executive Consulting, Balance Sheet Optimization, Certified Public Accountant (CPA), COO, Business Operations, Corporate Legal, Corporate Governance, CPA, Commercial Strategy, International Expansion, Market Expansion, Digital Marketing, Business Analytics, Financial Regulations, IT Business Analysis, Digital Product Management, Broker Dealers, FINRA, Financial Markets, Product-market Fit, Contract Review, Contract Negotiation, Lending, Micro Lending, Settlements, B2B Lead Generation, Cold Outreach, Email Outreach, Lead Generation, Partnership Management, Relationship Based Networking, Business Development Representative (BDR), Capital Placement, Finance Strategy, Capitalization Tables, SAFE Network, Financial Investment Structuring, Project Management, Business Cases, Enterprise Transformation, Customer Acquisition, Risk & Compliance, Positioning, Proptech, Sales Strategy, Process Transformation, Stakeholder Engagement, Product Launch, Growth Marketing

COO & Strategic Development

2010 - 2011
2Checkout.com
  • Led operational transformation of international payment platform, focusing on process optimization and strategic repositioning while simultaneously evaluating strategic alternatives, including potential sale and strategic partnerships.
  • Delivered around 35% efficiency gains and restored profitability through process optimization, strategic partnerships, and contract renegotiations.
  • Managed payment processing optimization across over 15 countries, enhancing global operations.
  • Enhanced market positioning, enabling Series A round with management exit.
Focus areas: Alternative Payments, B2B, Banking as a Service (BaaS), Budgeting, Payment Gateways, Card Payments, Financial Planning & Analysis (FP&A), Business Plan Consulting, Technology, Organizational Structure, Resource Planning & Analysis, Project Finance, Fintech, Cash Flow Analysis, Accounts Receivable, Subscriptions, Business Intelligence (BI), Financial Systems, Compliance, Debt Raises, PCI Compliance, Financial Risk Management, CEO, CRM Systems, Operational Excellence, Board Presentations, Data Visualization, Google Sheets, Fractional COO, Operations, Coaching, Business Services, Online Payments, Consumer Insights, Electronic Payments, Spreadsheets, Commercial Lending, Balance Sheets, P&L Forecasting, Family Office, High Net Worth Individuals (HNWI), Investment Memoranda, Acquisitions, Deal Structuring, Debt Financing, Term Sheets, Transaction Advisory, Mobile Consumer Applications, Subscription Models, Investment Strategy, Product-led Growth (PLG), Board Reporting, Strategic Partnerships, Market Entry, Market Research, Fundraising, Google Slides, Nonprofits, Target Operating Models, Post-merger Integration, Stakeholder Management, Small & Medium-sized Enterprises (SME), Business Modeling, Sales Growth, Cap Tables, Strategic Planning & Execution, B2B Partnerships, Business Model Strategy, Education, Go-to-market Execution, New Business Development, Customer Success, Customer Experience, Executive Consulting, Balance Sheet Optimization, Certified Public Accountant (CPA), COO, Chief of Staff, Business Operations, Corporate Legal, Corporate Governance, Commercial Strategy, International Expansion, Market Expansion, Digital Marketing, Business Analytics, IT Business Analysis, Digital Product Management, Financial Markets, Product-market Fit, Contract Review, Contract Negotiation, Lending, Micro Lending, Settlements, B2B Lead Generation, Cold Outreach, Email Outreach, Lead Generation, Partnership Management, Relationship Based Networking, Business Development Representative (BDR), Capital Placement, Finance Strategy, Capitalization Tables, SAFE Network, Financial Investment Structuring, Project Management, Business Cases, Enterprise Transformation, Customer Acquisition, Positioning, Sales Strategy, Process Transformation, Stakeholder Engagement, Product Launch, Growth Marketing

Senior Executive Consultant

2010 - 2010
PwC & Consulting
  • Led strategic growth initiatives, operational transformation, and M&A advisory for Global 500 companies across multiple industries, including buy-side due diligence and post-merger integration.
  • Provided client advisory at PricewaterhouseCoopers, focusing on growth acceleration, operational improvements, and system implementations for Fortune 500 clients within the technology and financial services sectors.
  • Recognized in the industry as a keynote speaker at over 20 major payment conferences, including ETA, Finovate, and Money20/20, and contributed to industry publications on embedded finance and payment strategy evolution.
Focus areas: Financial Planning & Analysis (FP&A), M&A (Buy-side), M&A Analysis, M&A Strategy, M&A Modeling, M&A (Sell-side), Cross-border M&A, Consulting, Business to Business (B2B), Strategy, Exit Strategy, Business Plan Consulting, Technology, Organizational Structure, Resource Planning & Analysis, Project Finance, Fintech, Cash Flow Analysis, Accounts Receivable, Subscriptions, Business Intelligence (BI), Financial Systems, Financial Risk Management, CRM Systems, Operational Excellence, Board Presentations, Google Sheets, Fractional COO, Operations, Coaching, Content Creation, Business Services, Online Payments, Consumer Insights, Electronic Payments, Spreadsheets, Commercial Lending, Balance Sheets, P&L Forecasting, Family Office, High Net Worth Individuals (HNWI), Investment Memoranda, Sovereign Wealth Funds (SWFs), GCC, Private Equity, Acquisitions, Deal Structuring, Debt Financing, Term Sheets, Transaction Advisory, Investment Briefs, Mobile Consumer Applications, Subscription Models, Investment Strategy, Product-led Growth (PLG), Board Reporting, Strategic Partnerships, Market Entry, Market Research, Fundraising Consultant, Google Slides, Nonprofits, Target Operating Models, Post-merger Integration, Big 4 Accounting, Stakeholder Management, Small & Medium-sized Enterprises (SME), Business Modeling, Sales Growth, Cap Tables, Strategic Planning & Execution, B2B Partnerships, Business Model Strategy, Education, Go-to-market Execution, New Business Development, New Business Ventures, Artificial Intelligence (AI), Customer Success, Customer Experience, Generative Artificial Intelligence (GenAI), Executive Consulting, Balance Sheet Optimization, Data Standardization, Certified Public Accountant (CPA), COO, Startups, Chief of Staff, Business Operations, Corporate Finance, Corporate Legal, Corporate Governance, CPA, Commercial Strategy, International Expansion, Market Expansion, Digital Marketing, Business Analytics, Financial Regulations, IT Business Analysis, Blockchain, Digital Product Management, Broker Dealers, FINRA, Financial Markets, Product-market Fit, Contract Review, Contract Negotiation, Lending, Micro Lending, Settlements, B2B Lead Generation, Cold Outreach, Email Outreach, Lead Generation, Partnership Management, Relationship Based Networking, Business Development Representative (BDR), Capital Placement, Finance Strategy, Capitalization Tables, SAFE Network, Financial Investment Structuring, Project Management, Business Cases, Enterprise Transformation, Customer Acquisition, M&A Due Diligence (Financial), Risk & Compliance, Acquisition Analysis, Positioning, Proptech, Sales Strategy, Strategy Consulting, Process Transformation, Stakeholder Engagement, Supply Chain, Product Launch, Growth Marketing

Education

1984 - 1988

Bachelor of Business Administration (BBA) in Accounting

St. Bonaventure University - St. Bonaventure, NY, USA

Skills

Finance

Accounting, Credit Card Processing, Mergers & Acquisitions (M&A), Financial Modeling, Forecasting, Financial Planning & Analysis (FP&A), Revenue & Expense Projections, Investment Thesis, Fundraising, Valuation, CFO, Pricing, M&A (Sell-side), Cash Flow Modeling, Three-statement Modeling, Pricing Strategy, Budgeting, Controller, Chartered Financial Analyst (CFA), Financial Reporting, Total Addressable Market (TAM), GAP Analysis, Data Analysis, M&A (Buy-side), Due Diligence, Project Finance, Crowdfunding, Business Intelligence (BI), Financial Systems, Balance Sheets, P&L Forecasting, Investment Memoranda, Investment Briefs, Market Research, Big 4 Accounting, Certified Public Accountant (CPA), Corporate Finance, CPA, Lending, Micro Lending, Capital Placement, Finance Strategy, Debt Raises, Sovereign Wealth Funds (SWFs), Private Equity, Financial Regulations, Blockchain, Payment Facilitator (PayFac), M&A Modeling, Cross-border M&A

Output Software

Office 365, Microsoft Excel, Google Sheets, Google Slides

Industry Expertise

Early-stage Startups, Venture Capital, Technology, Nonprofits, New Business Ventures, Financial Markets, Real Estate, Healthcare

Data & Analysis Software

Salesforce, Tableau

Other

Slack, Microsoft Teams, Google, Finance, Executive Consulting, Executive Reporting, Strategy, Go-to-market (GTM) Strategy, eCommerce Platforms, Payment Orchestration, Investment Committee Advisory, Relationship Management, Rolling Forecasts, High-risk Credit Card Processing, Card Payments, CXO, Fintech Consultant, Embedded Payments, Marketplaces, eCommerce, Payment Gateways, Online Payments, Pitch Deck Consultant, Roadmaps, Change Management, Internal Communications, Organizational Change Management (OCM), B2B, Business Strategy, Growth Strategy, COO, Company Strategy, Key Performance Indicators (KPIs), Business Process Improvement (BPI), Operational Control, Investor Relations, Pitch Decks, Business Development, Digital Payments, Investment Banking, Investor Presentations, Early-stage Funding, Fundraising Strategy, Term Sheet Advisory, SaaS, Pricing Models, Cash Flow Management, Financial Analysis, Financial Forecasting, Direct to Consumer (D2C), Intellectual Property, Startup Consulting, Startups, Exit Strategy, Dashboards, Investments, Risk Management, SOX Compliance, Organizational Design, Process Improvement, US GAAP, Business Transformation, Product Roadmaps, Scalable Operating Models, Management Consulting, Fractional CFO, Product Strategy, Business Models, Competitor Analysis & Profiling, Feasibility Studies, Market Research & Analysis, SaaS Product Management, Product Consultant, Financials, Public Sector, B2B Sales, Sales, HubSpot, Inbound Sales, Team Leadership, SaaS Sales, Sales Coaching, Marketing Strategy, Business Planning, Accounts Payable, Process Optimization, Process Design, Deal Sourcing, ERP Implementation, Enterprise Resource Planning (ERP), Finance Management, Business Analysis, Competitive Analysis, Consulting, Presentations, Business Plan Consulting, Organizational Structure, Resource Planning & Analysis, Fintech, Cash Flow Analysis, Accounts Receivable, Subscriptions, Compliance, PCI Compliance, Financial Risk Management, CEO, CRM Systems, Operational Excellence, Board Presentations, Data Visualization, Fractional COO, Operations, Coaching, Business Services, Consumer Insights, Consumer Banking, Electronic Payments, Spreadsheets, Family Office, High Net Worth Individuals (HNWI), Acquisitions, Deal Structuring, Term Sheets, Transaction Advisory, Mobile Consumer Applications, Subscription Models, Investment Strategy, Product-led Growth (PLG), Board Reporting, Strategic Partnerships, Market Entry, Fundraising Consultant, Target Operating Models, Post-merger Integration, Stakeholder Management, Small & Medium-sized Enterprises (SME), Business Modeling, Sales Growth, Cap Tables, Strategic Planning & Execution, B2B Partnerships, Business Model Strategy, Go-to-market Execution, New Business Development, Artificial Intelligence (AI), Customer Success, Customer Experience, Balance Sheet Optimization, Data Standardization, Chief of Staff, Business Operations, Corporate Governance, Commercial Strategy, International Expansion, Market Expansion, Business Analytics, IT Business Analysis, Digital Product Management, Product-market Fit, Contract Review, Contract Negotiation, Settlements, B2B Lead Generation, Cold Outreach, Email Outreach, Lead Generation, Partnership Management, Relationship Based Networking, Business Development Representative (BDR), Capitalization Tables, SAFE Network, Financial Investment Structuring, Project Management, Business Cases, Enterprise Transformation, Customer Acquisition, Risk & Compliance, Acquisition Analysis, Positioning, Sales Strategy, Strategy Consulting, Process Transformation, Stakeholder Engagement, Product Launch, Growth Marketing, User Acceptance Testing (UAT), Merchant Cash Advances, Alternative Payments, Prepaid Debit Cards, Banking as a Service (BaaS), Life Science, Xero, Audience Targeting, Web3, Content Creation, Commercial Lending, GCC, Debt Financing, Education, Generative Artificial Intelligence (GenAI), Corporate Legal, Digital Marketing, Broker Dealers, FINRA, Proptech, Supply Chain, Marketplace Platforms, Churn Management, Embedded Systems, Product Owner, Payment APIs, Mobile Payments, Payment Networks, Trusted Advisor, Cryptocurrency, Crypto, M&A Analysis, M&A Strategy, Business to Business (B2B), Clean Energy, M&A Due Diligence (Financial)

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