Flight Financial

Flight Financial is an outsourced CFO firm that helps professional service providers have growing, profitable, and successful businesses. https://www.flight.financial/

Founder & Chief CFO

Cadilus

•  Cadilus is a managed service and consulting firm founded to bring Fortune 500 finance and analytics to the middle-markets. 
•  The Company's strategy is to merge finance, analytics, and best-practice management systems into innovative capability offers that enable customers to make better business decisions. 
•  The Company leverages technology and delivery process excellence and innovation to offer exceptional value at an unprecedented pace.
•  As a Manager, I was responsible for leading several client engagements and my key tasks centered on the following core service offerings – 
(1) Financial Modeling & Forecasting, 
(2) Performance Measuring & Reporting, 
(3) Business Planning & Budgeting, and 
(4) Business Analytics & Insights.

Manager, FP&A Services

AmeriLife

Summary:

• Provide direction, coordination, oversight and execution of all phases of acquisition analysis and due diligence to ensure consistency with company strategy, commitments and goals.

• Support the firm’s Corporate Development function through management of research, due diligence, financial analysis and development of presentations for initiatives across the company.

Key Duties and Responsibilities:

• Support the CEO, CFO and other senior Corporate Development executives in strategic and financial analysis for acquisitions and key business initiatives. 

• Research and assess transaction opportunities. 

• Build valuation and financial models. 

• Communicating the business case for proposed acquisitions, particularly the strategic alignment, market context, business analysis and financial justification. 

• Manage the due diligence review of target acquisitions. 

• Identify risk issues that impact transaction value and engage the right resources to address. 

• Meet with stakeholders and provide status updates; clearly communicate issues, potential risks, and mitigation plans. 

• Serve as liaison with target acquisitions and internal subject matter experts to clarify due diligence requirements and ensure thorough follow through. 

• Consolidate due diligence reports from subject matter experts; Distill and summarize relevant information for Senior Executive team. 

• Identify due diligence issues and work with legal team to resolve issues in the transaction documents.

Manager, Corporate Development

Dixon Hughes Goodman LLP

• Participate in buy-side and sell-side financial due diligence engagements with both private equity and strategic corporate buyers 

• Perform (i) quality of earnings, (ii) working capital and (iii) debt and debt-like items analyses 

• Analyze the financial operations of the target companies and identify issues that may impact the purchase price 

• Understand and evaluate financial and operational trends of target companies 

• Lead diligence meetings with target company management team 

• Communicate due diligence findings in a formal report 

• Supervise senior associates and provide performance review feedback 

• Develop and maintain strong client relationships/project management 

• Manage multiple tasks/projects at a time

Manager, Transaction Advisory Services

MetLife

• Worked in MetLife's Corporate & Other Segment Controllers Group. 
•  Served as Controller for start-up businesses within MetLife, primarily the Expatriate Insurance Business (Life, Health, LTD).

Controller, Expatriate Business, C&O Controllers Group

Crosstree Capital Partners, Inc.

• Crosstree is a Healthcare-Focused Investment Bank Providing Mergers and Acquisitions
and Financing Advisory to the Diagnostics & Tools, Drug & Medical Device Outsourcing, and Healthcare Providers segments of the Healthcare industry.

Investment Banker

Silverwood Partners

• Provided financial and strategic advisory services to TMT and Healthcare companies in connection with M&A, divestiture, and private financing transactions.

About Silverwood Partners

Silverwood Partners is a specialized investment bank that provides merger & acquisition advisory services, private capital financing capabilities, and financial and strategic advisory services to public and private companies worldwide in the TMT, healthcare, and consumer sectors.

Vice President Investment Banking

Liberty Savings Bank

• Coordinated several client projects and internal initiatives across multiple offices in different states

Associate, Investment Services

Is your business booming💥but your bank balance barely pays your bills?😭I can help.😎I'm a fractional CFO for founder-owned, self-financed businesses seeking more money, more time, and more peace. | DM me for details 🚀

👋 Lawyers & Fellow Professional Services Firm Owners,

Are you buried in billable hours, but your bank balance barely budges?

Want to grow, but lack financial and strategic guidance?

Do you seek freedom over your time and income?

I started my own firm, Flight Financial, to gain autonomy over my time and earnings. 

🛫 Why 'Flight'? Because it symbolizes freedom, momentum, direction, and raising your firm to unprecedented heights.

Today, I’m committed to guiding you towards experiencing that same sense of liberation and clarity for your firm.

My clients work 40 hours or less per week and have profits in excess of $500,000 per year, without financial unknowns and stress.

At Flight Financial, we have a 6-step One Clear Path system for your firm that will give you the roadmap to that lifestyle.

Within the first 30 days you’ll have a bulletproof plan in hand to gain at least a 2x return on our service in the first year - the sky’s the limit!
 
✅ Here’s How I Elevate You:

➡️ Craft a Clear Profit Path: We’ll give you actionable next steps to achieve transformative results for your firm.

➡️ Seal Profit Leaks: We’ll stop your firm from being a leaky bucket of profits.

➡️ Amplify Marketing ROI: Waiting years for marketing to pay off is a thing of the past. Every $1 of marketing should be generating at least $3 of billable hours for your firm this quarter.

➡️ Optimize Staff ROI: Start earning at least 3x what the lawyers on your team cost you.

➡️ Simplified Financial Mastery: No convoluted jargon, just tailored insights. Each month, you’ll get an easy-to-understand 1-page scoreboard that will clearly show you what’s working and what needs improvement in your business. No need to look at boring or confusing financial accounting statements.   

As a fellow professional services firm owner with 15+ years in finance, accounting, and diverse business collaborations, I deeply understand your aspirations and your challenges. 

I've aided professionals, from lawyers to marketing agencies, in nurturing businesses that thrive, boost profits, amplify cash flow, and resonate with their unique definitions of success.

Ready to soar higher in your firm? 

Let’s get on a quick call to see if we’re the right fit for each other.

Book your free “Right Fit” call here: https://calendly.com/flightfinancial/right-fit 🚀

Brian Zapf, CPA

KBC Bank & Verzekering

Results-oriented senior UX business analyst driving operational excellence through strategic thinking, user-centered design, stakeholder collaboration, and process optimization while ensuring compliance, and empowering effective project, program, and change management.

Main Achievements:
- Facilitation of 3 workshops with the Business Units (D2B), and IT teams (S2D) to design a new, user-friendly, and effective IT services portfolio for solution concept proposals.
- Creation of a SharePoint site tailored to the organization's needs to improve collaboration in the new IT framework in the bank.
- Establishment of a completely new governance framework for the Information Process Hub within the IT department, including policies, procedures, and guidelines.
- Improved the UX experience on the new SharePoint sites, and developed documentation, and tools to support the governance framework.

UX Senior Business Analyst

GrowBy - Digital Specialists Hub

Digital Enabler specialized in Service Design and Innovation, Digital Transformation, Marketing and Digital Strategy.

I help you analyze and improve your business model, to better adapt to this digital environment that will help you stand out from the competition and provide a distinctive experience to your customers.

Achievements:
- Analysis, research and design of the new ALUMNI platform for ICPNA.
- Analysis, research and implementation of the Digitalization and Innovation process for the security company V13.

https://growby.tech/team/george-roldan/

Service Designer | Innovation | Digital Transformation | Digital Marketing

Galeas Jupiter Consulting

Senior consultant specializing in Innovation, Digital Transformation, and User-Centered Design.

Results:

- Redesign of the commercial offer for the SENATI educational organization, with the aim of mitigating the impact of the quarantine by Covid 19 in 2020, developing 4 new proposals to attract and retain students in the institution.
- Process redesign, experience improvement, and cultural change in the enrollment process in SENATI, during the year 2022, in order to develop better communication and processes in the admissions and enrollment team, as well as in the performance of the organization's employees.

Innovation and Digital Transformation Senior Consultant

Henkan Consultores Digitales

Highly skilled Senior Consultant who drove business growth through pioneering business models, Service Design, Lean UX, and innovative process development, delivering innovative services, unique digital marketing strategies, and transformative training programs to empower entrepreneurs, and revolutionize their interactions with customers on social media.

Main Achievements:
- Empowerment of the INTURSA group through the "Service Design Essentials" workshop to improve their customer experiences.
- Redesign of Banbif, and Madison Marketing's digital platform, ensuring seamless, more end-user friendly user experiences.
- Redesign of SENATI's business model, improving the experience for employees, companies, and students.
- Optimization, and redesign of the Enel X collection document through Service Design.
- Research, and design of the new Alumni section for ICPNA, fostering lifelong connections.
- Impact on regional business communities with virtual training for Upymes (Costa Rica), and Mujeres Capas (Peru, Chile, Argentina, and Colombia).

CEO and Senior Consultant: Innovation, Service Design, Digital Marketing and Cultural Transformation

Entel Peru

Experienced Digital Strategy Coordinator, propelling corporate growth via digital transformation and innovation. Utilizes agile approaches to pinpoint enhancements, fostering multidisciplinary collaboration, efficient operations, impactful communications, and optimizing digital project profitability for superior financial results.

Main Achievements:
- Remarkable 30% reduction in resource cost for CORE processes through revolutionary RPA technology. Unlocking unprecedented efficiency, and cost savings.
- Transformed, and digitized 25 processes, revolutionizing the way the organization operates.
- Implemented comprehensive digital transformation processes. The organization was raised to new dimensions of innovation, productivity, and success.

Digitization Strategy Senior Coordinator

Innovative business leader, driving digital transformation with advanced technology and value-added services. Proficient in optimizing resources through external startup evaluations, co-creating innovative business models, and ensuring growth and profitability. Skilled in agile application development, using POCs and pilot programs to accurately estimate profitability.

Main Achievements:
- Automated, and reduced assignment, and activation time per credential by 8 hours, resulting in lightning-fast onboarding, and increased customer satisfaction from the enterprise sector.
- Boosted business with high-quality application development services with our business partners for the corporate market, unlocking growth opportunities.

Digital Business and Innovation Supervisor

Innovation Coordinator who drove digital transformation, and cultural integration at Entel Peru, leading mindset change strategies for process efficiency, and collaboration, cultivating an agile culture driven by innovation, and the delivery of impactful data-driven reporting to enable informed decision-making, by senior management.

Main Achievements:
- Designed the powerful intrapreneurship program "Entel Challenge", igniting innovation within the organization, as well as the biannual "Entel Talk" events with exponents of Peru's digital and innovation ecosystem.
- Pioneered the implementation of WhatsApp Business, becoming the first Telco to take advantage of its transformative power.
- Introduced the cutting-edge AI-powered virtual assistant "Lito", which improves customer interactions, and efficiency (powered by IBM Watson).
- Achieved 50% cost savings by optimizing agent outsourcing for the digital channel.
- Reduced return on investment (ROI) timeframe from 14 to 8 months with the virtual assistant project.
- Adjustment, and efficiency of staffing with AI solutions (AIRA Platform), reducing the process to an efficient 4 days.

Innovation Coordinator

Experienced IT Marketing and communication Analyst, known for transforming branding and communication strategies to enhance VP visibility and success. Expert in optimizing branding, using data-driven analysis to drive improvements and informed decision-making for VP of IT and Processes.

Main Achievements:
- Successfully implemented the vice president's intranet, revolutionizing internal communication, and collaboration.
- Increased the work climate index from 78% to 82%, creating a positive, and engaging work environment that boosted productivity, and collaboration within the team.

Senior Marketing and Communication IT Analyst

Caja Rural Raiz

Experienced Promotion and Advertising Leader, excelling in innovative microfinance lending, crafting compelling corporate branding, and engaging advertising campaigns. Expert in optimizing the brand image to attract and retain customers. Proficient in market research, vendor negotiation, and data-driven decision support for the Marketing Director.

Main Achievements:
- Achieved a remarkable 20% increase in consumer loan placements from 2013 to 2014, providing life-changing credit opportunities to micro-entrepreneurs.
- Substantial 5% savings in purchasing budget, optimizing financial efficiency, and resource utilization.
- Successful relaunch of the brand, and image, attracting new customers, and building loyalty in the market.
- The advertising material was transformed with a captivating design and message that resonated with the target public, enabling us to save 20% in printing advertising material.
- Substantial 5% savings in purchasing budget, optimizing financial efficiency, and resource utilization.
- Successful relaunch of the brand, and image of the organization, attracting new customers, and building loyalty in the financial market.
- The promotional material was transformed with a captivating design, and message that resonated with the target public, and enabled us to save 20% in the cost of printing advertising material.

Head of Advertising and Promotions

Nextel del Perú S.A.

- Analysis of Nextel's voice consumption service and Value-Added services provided to customers (Personal and Corporate customers).
- Identification of possible cases of fraud and consumption abuse, through a predefined credit risk management platform (Oracle Portal) from the Credit and Collections department.
- Creation, development, and deployment of Automatic Consumptions Control System.
- Identification of Unsatisfied customer needs of Nextel del Perú.
- Active participation in local and global Collections and consumption control projects.
- Total communication with all company levels.

Consumptions Control Senior Analyst

Service Design | Process Management | Innovation - Improving your organization in a productive, user-friendly and efficient way!

As a product, service and process innovator with over 10 years of corporate experience, I specialize in user-centric design, agility, digital transformation, and innovation. I am an adaptable, challenge-driven and motivated person with a strong interest in keeping my management and technological knowledge and skills up-to-date.

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The Battle

Brian Zapf, CPA

George Roldan Sarmiento

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