
Financial Experience
Managed businesses from $2-$400 Million in revenue across various industries like Medical Device, Financial Services, E-Commerce, Real Estate, SaaS and Family Office
Data Experience
Led executive analytics for two $1 Billion+ businesses. Built Data Models and Dashboards for 1,000+ users
Monitor Sales Performance with live data - clean, interactive, insightful
Dig deeper to identify customer trends to proactively retain clients
The hourly fee option offers flexibility to control time & costs based on business needs
The fixed fee option offers predictability of cost & deliverables based on an agreed-upon scope of work

Filling the gap between the Bookkeepers and Tax Accountants
Strategy | Management | Analysis

Know the Inflow/Outflows | Cash Runway
Weekly | Quarterly | Annual Forecasting

Analyze & Model opportunities
ROI | Scenario Analysis | Valuation

Develop PowerBI or Tableau Dashboards
Leadership Reporting | KPIs | Data Analysis

Lead Debt/Equity capital raises

Incentivize your Teams to drive results
Commission Rates | Attainment Bands
Call Mark: (919) 714-9669 | Email Mark to schedule an intro: mark@agilityfinance.com
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