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

Indigo BioAutomation

Chief Marketing Officer

CODEI

Data-driven and customer-centered transformation and marketing leadership for a digital economy. Delivering efficient growth, optimization and value creation for mission-driven organizations. 

- Strategy Planning, Market Analysis, Forecasting
- Data Strategy, Analytics & Reporting                                                                                                                                   - Marketing & Product Strategy
- Branding, Positioning, Content & Communications
- Marketing Technology

Fractional CMO, Strategy Consulting

GTECH Indiana

- Member of transition team and direction of team of seven and multiple vendors responsible for data, business intelligence and product excellence during an accelerated full conversion of the $900M lottery (over 200 employees, 4,000 retail partners, and more than 3,000,000 customers) to a private manager. 
- Delivered double-digit year over year revenue growth and launched record-breaking and industry breakthrough products, retail programs and retail technologies while simultaneously leading product and intelligence and analytics conversion activities. 
- Led organization-wide, on-time, error-free BusinessObjects roll-out, reporting development, and data conversion delivering more than 200 dashboard, analytics and operations scheduled and dynamic reporting customized for specific stakeholder/user groups.

Senior Director, Business Intelligence and Product Strategy - through Transition

Hoosier Lottery

An executive staff position responsible for defining and prioritizing business strategies necessary to transform business and drive responsible income growth. Leadership of 20+ team with P&L responsibility for a $900M+ business (60 products, 4000 outlets), $10M+ marketing budget and $7M+ product budget. Duties included marketing strategy, business intelligence and analytics, consumer insights and market research, product strategy and management, brand, communications, account specific, marketing technology, digital, CRM, and sponsorships, partnerships and events. 

-  Directed a cost-neutral, organizational transformation resulting in turning around business from distant last in the industry to a consistent top ten performer with best in industry alignment of revenue, expense, and income.
-  Through a responsible focus on casual and infrequent customers, increased average sales per employee by $1.8M while delivering multi-year income growth, industry-leading customer satisfaction scores and double digit growth of customer base. 
-  Deployed an industry-leading data strategy including distributed data access and reporting, integration of disparate data sets, quality practices, a single version of the truth, multi-user group dashboards and reports, and an industry-first multi-variate predictive forecast integrating Product, Distribution, Sales, Marketing and Finance. 
-  Initiated & built new competencies including Business Intelligence & Analytics, Account Specific, Product Management, Market Research and Customer Insights, Digital and Loyalty.

Director of Marketing (CMO)

MARC USA

Leadership and management of Promotion and Shopper Marketing practice. Leveraged data, consumer insights and analytics to develop and implement consumer promotion, merchandising and loyalty & rebate programs for clients including P&G, True Value, GE, and Simon Property Group with retail partners including Target, Lowe's, Home Depot, Kroger and Walmart. 
- Award winning shopper marketing initiatives delivering ROIs up to 8:1. 
- Breakthrough promotional capabilities including in-pack instant win, special packs and web-based local marketing toolkit for leading national retailer. 
- Database management, reporting and analytics for groundbreaking and proprietary shopper loyalty program.

VP, Director of Promotion

Compression

Senior position reporting to CEO, directed delivery of all needs associated to the positioning, strategy, marketing, customer experience, communications and sales management planning for this technology-based B2B product development company, an early player in the use of 3D printing.  Key member of team securing funding, delivering 215% three year revenue CAGR, driving+200 customer growth, generating international media coverage and opening four additional office and manufacturing locations.

Director of Marketing

Tracey-Locke/DDB Needham

Managed Indianapolis agency office with responsibility for Pepsi corporate and franchise bottlers in Indiana and coordination with bottlers throughout Midwest. Nominated for Agency Manager of Year, developed region-specific field marketing programs, planned/integrated national, regional and local programs and product launches.

Account Executive

Rapp Collins Worldwide

Annual, trade and new product promotion planning, implementation and analysis for consumer goods clients such as Quaker, Apple, Microsoft and Pillsbury.

Assistant Account Executive to Account Executive

Strategy | Marketing | Data & Analytics | Marketing Technology

A strategic, data-driven, and analytical marketing leader experienced building brands, launching products, advancing capabilities, and responsibly delivering best-in-industry customer, revenue, income and productivity growth for start-up, SMB, non-profit, and enterprise B2B, B2B2C and B2C organizations. Owning P&L responsibilities on revenue up to $900M and managing budgets from $0 to $20M, demonstrated success leading teams of all sizes in understanding the market, defining scalable and profitable business models and GTM strategies, and deploying customer-inspired and targeted products and marketing plans optimized for sustainability in a digital economy. 

A systems thinker comfortable at the intersection of business, data, and technology, known for successfully driving transformative change and bringing the full value of technology and data into the discipline of marketing and across the organization. Deeply experienced delivering efficiency and optimization, fostering ecosystems capable of learning, iteration, and innovation, and aligning people, teams and organizations behind market needs, shared goals and operational priorities.

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The Battle

Brian Zapf, CPA

Susan Golightly

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