Jonathon Blair

Free to Grow CFO

www.freetogrowcfo.com

Increase Profit and Cash Flow As You Scale. 

Outsourced CFO and Bookkeeping services for profit-focused DTC brands. 

Scaling a DTC brand is stressful. 

With messy books and no CFO on your team you run the risk of…

-Hiring too quickly 
-Buying too much inventory
-Scaling ad spend unprofitably
-Running out of cash

And that leads to stressful, sleepless nights. We don’t want that for you.

Free to Grow CFO has given dozens of DTC brands a plan for scaling alongside
healthy profit and cash flow. Our plan will work for you too


Fast, Insightful Reporting.  Proactive Strategic Advice.  From DTC Finance Experts.

-M&A
-Debt & Equity Funding
-Accurate Financials by the 15th
-Planning, Forecasting, Budgeting
-Financial Dashboards and KPI Tracking


All delivered through our proven, ready-to-implement “Free to Grow CFO Process”.

Founder | Fractional CFO

Luminous

Strategic Advisor

StoreHero

SureStop

SURESTOP (A Mark Cuban Company) is a patented brake technology which solves the problem of incorrect braking on bicycles and revolutionizes the experience of stopping on a bike. On a traditional bike, if a rider brakes too hard, or grabs the wrong brake lever at the wrong time, the front wheel can stop too soon, causing the bike to flip over. Not with SURESTOP. In addition to the safety advantage, SURESTOP also makes the experience of braking simple, requiring only one brake lever to control both brakes.

Learn more at:
www.surestop.bike

COO & CFO

Guardian Bikes

Guardian Bikes (A Mark Cuban Company) is a digitally native vertical brand focused on creating the world's safest kid's bikes, featuring our patented and award winning SureStop brake technology.

In addition to innovating the bicycle itself, Guardian has created the first truly seamless online bike buying experience. Our first of its kind online 3D sizing software (RideSizer), along with our 99% assembly and packaging methods, allow customers to receive the perfect sized bike to their door that's ready to ride in less than 10 minutes. www.guardianbikes.com

SureStop/Guardian Bike Company

SURESTOP (A Mark Cuban Company) is a patented brake technology which solves the problem of incorrect braking on bicycles and revolutionizes the experience of stopping on a bike. On a traditional bike, if a rider brakes too hard, or grabs the wrong brake lever at the wrong time, the front wheel can stop too soon, causing the bike to flip over. Not with SURESTOP. In addition to the safety advantage, SURESTOP also makes the experience of braking simple, requiring only one brake lever to control both brakes.

Learn more at:
www.surestop.bike

Guardian Bikes is a digitally native vertical brand focused on creating the world's safest kid's bikes, featuring our patented and award winning SureStop brake technology.

In addition to innovating the bicycle itself, Guardian has created the first truly seamless online bike buying experience. Our first of its kind online 3D sizing software (RideSizer), along with our 99% assembly and packaging methods, allow customers to receive the perfect sized bike to their door that's ready to ride in less than 10 minutes. www.guardianbikes.com

A Mark Cuban Company

Controller & Operations Director

RSS Manufacturing

Controller

Civil Solutions Incorporated

RSS Manufacturing/Phylrich

Accounting Manager

The Joseph Company International

DTC Brand Fractional CFO | Follower of Jesus | Husband | Father of 3 | Fractional CFO | Leadership, Strategy & Productivity Nerd

Formerly a founding team member, CFO, and COO for Guardian Bikes:
       -Shark Tank/Mark Cuban Company
       -High-growth DTC brand
       -Led business growth from $0 to 8-figure revenue in 4 years.  
       -Raised 8-figures in debt and equity capital 

Over a decade of experience working as a Controller, CFO, or COO at fast-growing companies with:
              -$5MM to $50MM in annual revenue
              -50% to 200% annual revenue growth

Founded Free to Grow CFO to:
       -Package hands-on experience leading growing brands
       -Help DTC brand founders increase profit and cash flow as they scale.

www.freetogrowcfo.com

www.freetogrowcfo.com

Fractional CFOs for High Growth Direct-to-Consumer Brands

Outsourced, part-time CFO services for high growth D2C brands, designed to help you scale your business with confidence.

You don't have to suffer through another sleepless night worrying about making difficult business decisions alone.  Hire a Free to Grow CFO and get the financial insights you need to make fast, effective business decisions with confidence.

Get access to the CFO you need to scale your business without the full-time salary:
-Strategic Planning
-Forecasting & Projections
-Cash Strategy & Fundraising
-Financial Statement Analysis

Jon Blair

CULLEN FROST INSURANCE AGENCY (FROST INSURANCE AGENCY, INC.)

Account Executive

Gallagher

Manage and grow an existing health insurance block of business through a PEO relationship, and assist sales personnel with benefits training, strategic client growth, and retention.  

(Formerly LSG Insurance Partners)

Regional Executive - Special Markets 

Cultivated and maintained strong relationships with both small and large group accounts, and worked with key decision makers to develop and implement employee benefits renewal strategies.  

Further responsibilities included:	
•	Personally managed 85 employee benefits clients with over a million dollars in revenue, including nine 100 + accounts, two of which had 300 + lives, and four self-funded accounts.
•	Developed Requests for Proposals for multiple accounts, distributed to vendors, and analyzed results.
•	Handled day to day service issues including reviewing explanations of benefits, comparing contracts, and resolving claims and billing issues.
•	Presented benefits to employees through renewal open enrollment meetings, webinars, conference calls, and developing comprehensive benefit guides.
•	Lead the renewal strategy presentation for smaller accounts, including the market analysis and plan recommendations.
•	Coordinated health fairs, benefit fairs, and flu clinics.
•	Facilitated compliance checklist presentations with 50-600 life groups, which included all Federal law requirements encompassing everything from ERISA, COBRA, HIPAA, FMLA, ACA, Cafeteria Plans, and numerous other requirements.

Employee Benefits Service Manager (position eliminated)	           
Managed the day to day operations of the Employee Benefits Service Team for Frost Insurance, Austin and San Marcos offices.  Responsible for office workflow through analysis of processes and procedures, training and development, and product and systems training.  

Further responsibilities included:	
•	Performed the duties of a Senior Account Manager and maintained a block of business that consisted mostly of large groups.  
•	Responsible for training all new hires on all products,  carriers,  processes and procedures, computer systems, and also made sure we were updated on all product and plan design changes.

Senior Account Manager

Principal Financial Group

Managed the daily operations of the four medical sales offices in Texas (Dallas, Houston, Austin and San Antonio).  This included creating and implementing all sales support processes and procedures, compliance with privacy regulations, monitoring workflow and adjusting as needed.  Responsible for maintaining adequate staffing through analysis of current talent, delegation of tasks, coaching, product and process training, development and succession planning.

Further responsibilities included:

 - Projecting and developing the budget for all PFG Texas medical offices and monitoring quarterly to be sure our expenses are in line.
 - Acted as a liaison between home office partners and field office staff to resolve any issues or concerns.
 - Coordinated with other Managers of Medical Field Operations across the nation to determine best practices and implemented in Texas as appropriate.
 - Resolved any office level issues including maintaining all office equipment, approving invoices, monitoring supplies, and requesting maintenance.

Manager of Medical Field Operations - Texas

Provided direction for the Principal’s Austin, Houston and San Antonio group sales offices.  Directly managed 19 service and sales support staff and developed processes and procedures for all staff positions as well as maintained regional staffing levels through succession planning, employee development and external recruitment.  Responsible for executing and monitoring the budget for all three offices to include overhead, travel expenses and all other costs associated with daily business.  

Further responsibilities included:
·Supporting new sales growth and retention of group benefits accounts in excess of $133 million in premium
·Conducting strategy meetings with clients, brokers and underwriters to increase retention of existing clients 
·Facilitating group enrollment meetings, renewal meetings, and finalist presentations
·Building and maintaining strong professional relationships with sales leaders, brokers, clients and internal underwriting and home office staff

Client Services Director

Bluebonnet Trails MHMR

HR Generalist responsible for overseeing the daily activities of the HR Department for this MHMR community center.  Facilitated benefits programs to include administration of Open Enrollment and COBRA for all employees in an eight (8) county region. Designed and implemented training for senior management and updated policies and procedures for the Center. 

Further responsibilities:
· Developed positive relationships with representatives of outside vendors and acted as Community Relations Representative for statewide consortiums
· Assisted supervisors in disciplinary actions in accordance with the Center’s policies as well as worked with upper management in implementing a Reduction in Force
· Performed all duties as the Webmaster for the Center including weekly updates and completely redesigned the website

Benefits and Employment Coordinator

Duke & Long, Inc.

HR Generalist brought in to assist and support transition, bankruptcy and closure activities for the holding company of more than 150 convenience stores.  Managed new hire, termination and payroll change processes and activities and reconciled benefit invoices.   

Further responsibilities included:
·	Created a Human Resources Process Manual
·	Maintained Human Resources and Payroll databases
·	Performed employment and unemployment verifications and tracked Work Opportunity Tax Credits

Human Resources Generalist (contract position)

Maxim Healthcare Services

Led and supervised a team of recruiters as the Senior Recruiter for this Healthcare services organization. Developed and implemented new recruiting and marketing techniques; coordinated benefit enrollments for external staff; conducted orientation for all new employees and facilitated all payroll and billing functions for employees and clients.  

Further responsibilities included:
· Recruited registered nurses, licensed vocational nurses and certified nurse assistants to be staffed in medical facilities throughout the Austin area
· Managed over 200 external personnel involving interviewing, hiring, firing, resolving conflicts, Worker’s Compensation, salary analysis and disciplinary actions  
· Responsible for the organization of all personnel files within hospital standards and assuring that all licenses and certifications were up to date

Senior Recruiter

Texas Scottish Rite Hospital for Children

HR Assistant for this children’s hospital recognized as a world leader in the treatment of pediatric orthopedic conditions.  Assisted the Benefits Coordinator with open enrollment, benefit fairs, benefit statements and creating reports; organized and conducted new staff orientation and conducted salary surveys to propose market adjustments.  Worked alongside Special Events Coordinator to propose and plan employee events.  

Further responsibilities included:
· Initiated cold-calls, pre-screened applicants, conducted interviews and updated weekly job postings at various recruitment sites
· Nominated to be a member of the TSRHC Ambassador’s Club Speakers Bureau
· Trained all HR employees on AbraSuite and Report Writer computer systems

Human Resources Assistant

College Station Medical Center

Volunteer Assistant in the Hospital’s Human Resources Department.  Provided support to the staff and the department; prepared for and participated in new hire orientation.  

Further responsibilities included:
· Screened and pre-approved applications for department managers
· Produced reports from ADP time system for management and tracked productive versus non-productive time
· Performed a complete audit of over 400 employees’ personnel files

HR Assistant (volunteer position)

A motivated professional with over 25 years of diverse experience in Management, Employee Benefits Consulting, Sales, Account Management, Human Resources, Benefits Administration, Training, Coaching and Development.

taplio

The Battle

Jon Blair

Trelle Sanders

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