Fanatic of Biz Strategy & Growth 📈 Husband & Girl Dad 👨‍👧‍👧 Podcast Host 🎙️CEO of Brady CFO.

Are you trying to scale your company without a background in accounting and finance and feel like you’re drowning in cash flow and investment concerns?

Do you find yourself constantly contemplating questions like… 

- How do I improve my margins and bottom line?
- Do I have enough cash, or what do I do with my excess cash? 
- How do I make my business more valuable? How do I maximize its sale price? 
- Why is my cash flow so terrible? I have sales growth but never have enough cash. 
- How do I get better banking terms and get banks to actually want to do business with me? 

As President of Brady CFO, I lead a team of Fractional CFOs to support values-oriented CEOs/owners in America’s backbone businesses — getting answers to these questions and solving your cash flow and financial performance frustrations. 

➡️ Our team of corporate financial experts helps you build the business of your dreams and never run out of cash. 

We serve business owners with $5M-$40M in annual revenue in the following industries:

- Food
- Manufacturing
- Logistics
- Warehousing/Distribution
- Construction
- Professional Services 

With Brady CFO, you're not paying for deliverables. You're investing in a creative and evolving financial strategy that fits the needs of your growing business. 

Here are some of our bragging rights: 

💥We secured a $10 million line of credit for a company experiencing two years of declining financial performance, with more favorable loan terms than their prior $2.5 million line.

💥We've expanded accounting teams to support growth from $40 million to $80 million in sales, cutting overhead with technology and reducing financial report times from 60 to 15 days.

💥We took a client from a $500k line of credit to a $2.5mil line with lighter bank covenants and a more dedicated banking partner.

💥We've facilitated numerous business sales and purchases, assessed many potential deals, and mastered business valuation and enhancement techniques!

Are you ready to elevate your business's financial health and drive sustainable growth?

Book a call today to learn more about working with Brady CFO ➡️ https://calendly.com/bradycfo/consultation-with-mason 
Services

As President of Brady CFO, I support a team of corporate financial experts who help you build the business of your dreams and never run out of cash. Our fractional CFO service firm provides strategic financial leadership to companies with $5M-$40M in annual revenue.

Mason Brady, MBA, CMAA

OBSI - Ombudsman for Banking Services and Investments

Senior Investment and Business Intelligence Analyst

* Analyzing whether consumers' portfolios have been invested in accordance with Know-Your-Client/ investment policy statement targets/ objectives
* Analyzing companies in various sectors to identify risks and assign risk ratings
* Delivering presentations and drafting reports on key analytical matters

Investment and Business Intelligence Analyst

Ombura - Investt.com

Provided detailed computational logic of valuation methodologies such as Discounted Cash Flow (DCF), Cash Flow Return on Investment (CFROI), ModelWare, Cash Return on Capital Invested (CROCI), and Residual Income Method (RIM). This helped the client in developing the valuation module for their software used by portfolio managers.

Financial Modelling Consultant

CRISIL Global Research & Analytics

* Supported the Asian financials team of a top global investment bank as an equity research associate, covering equities of Hong Kong banks. Some of the key tasks included:
- Writing research publications on quarterly result previews, reviews, and sector outlook notes, including analysis of key events impacting coverage companies
- Maintenance and update of Excel financial models on a periodic basis and on significant events
- Preparing marketing presentations which included discussion of economic and banking sector trends, recent regulatory developments, and company-specific information 
- Handling buy-side client enquiries on companies, sector, regulatory issues, and data
- Collecting, consolidating, and interpreting company, industry, and economic data, and maintaining databases
- Keep abreast with the latest market news and assess their impact on the HK banking sector
* Handled several ad hoc assignments, in addition to regular responsibilities, which included end-to-end financial modelling / forecasts, writing research reports, valuation, and investment recommendation. Sample projects include:
- Pre-IPO modelling and valuation of a general insurance company using residual income method, as well as scenario and sensitivity analyses
- Modelled and valued a hedge fund listed in Hong Kong, and contributed to writing critical sections of the research report
* Mentored junior colleagues on financial modeling, research report writing, and accounting concepts

Achievements
* Promoted twice within the first three years

Equity Research Associate

EID Parry (India) Ltd

* Independently handled the financial reporting function of the listed company, including preparation of standalone & consolidated financial statements, and interacting with one of the big four audit firms
* Took care of monthly closure of company accounts, including journal entries in SAP and co-ordination with factories, and prepared the financial statements on a periodic basis for the top management
* Prepared CFO’s presentation of quarterly financial performance to the Audit Committee
* Assisted in the issuance of commercial papers, by obtaining legal documentation from market intermediaries and maintaining trackers for timely repayments 
* Prepared management reports for treasury and corporate divisions, and carried out budgeting as well as variance analysis
* Aided in the preparation of Management Discussion and Analysis section of the Annual Report
* Audited the books of account of the company by involving in on-the-field checks, employee interviews, and document verification, as part of the internal audit team

Achievements
* Won cash Award from the CFO for independently handling the Financial Reporting function of the listed entity for FY13, in the absence of the Head of the department

Deputy Manager - Finance

Menon & Ayyar Chartered Accountants

Audit Assistant

I'm a Canadian CPA, CFA Charterholder, and a Chartered Accountant (India), with more than a decade's experience spanning equity research and corporate finance.

I started my career in finance in 2010, joining EID Parry's internal audit department. After almost a year, I moved to the financial reporting function and independently handled the assignments for FY13. This involved the reporting of standalone and consolidated financial statements - for reporting to the Board, shareholders and stock exchanges. The company recognized my efforts by conferring the CFO's cash award.

Enrolling in the CFA Program in 2012 gave me insights into the capital markets. I completed the CFA Program in 2015, and have been a CFA Charterholder since 2016.

Joining CRISIL in 2014 gave me the opportunity to learn about investing. As an equity research associate in the Asian financials team, I covered equities of Hong Kong banks for four years, supporting a top global investment bank on the sell-side. Afterwards, I had brief stints in other roles in the same company.

I joined OBSI in 2021. This experience continues to give me the opportunity to analyze companies, while also learning about other financial products and regulations in the Canadian market.

To sum it up - in the initial three years of my career, I was preparing financial statements, while in the next nine, I've been analyzing them. I believe that this gives me the ability to look at both sides of the same coin, and understand what drives them.

taplio

The Battle

Mason Brady, MBA, CMAA

Jobin Thomas, CPA, CFA

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