Work Samples
Selected Experience & Financial Models
Brookseed’s experience includes a current engagement with a $1.1B private-equity-backed consumer products business, multiple interim and fractional CFO roles for PE portfolio companies, and a 2.5-year fractional CFO assignment that helped prepare a recurring-revenue business for a successful PE-to-PE sale. Additional work spans finance leadership, FP&A, forecasting, profitability, KPI reporting, M&A integration, and financial modeling for manufacturing, SaaS, technology, services, insurance technology, and other middle-market businesses. The downloadable examples below demonstrate selected supporting work.
Customer Profitability
Estimates of customer profitability created, updated monthly, and used by an organization to optimize profits and direct operations, sales, and engineering activities. The file, built in conjunction with management, incorporates data pulled from multiple departments in a consolidated supporting Excel file. The document is used to communicate with board members and investors.
The data is anonymized for confidentiality.
Key Performance Indicators and Scorecards
These KPI and reporting scorecards examples customized to the specific metrics of the representative companies. The illustrations show trends versus historical periods, comparisons to budget and prior year, full-year outlook and forecasts, as well as commentary on drivers and actions. These reports enable the establishment of critical priorities, allow for monitoring of performance, and serve as the basis of communications to the board of directors and investors.
