SELECTED WORK
Recent Engagements
Client names withheld. Happy to talk through any of these in detail on a call.
SAAS FP&A TRANSFORMATION
FP&A transformation for a high-growth software business
$200M revenue
scaling fast
fragmented data
TTHE SITUATION
Financial and operational data lived in separate systems and separate versions of the truth. Every executive question triggered a reconciliation exercise before anyone could answer it.
TWHAT RUBY ROAD DELIVERED
Built a centralized reporting framework that unified financial and operational data into a single source of truth and then layered driver-based forecasting and executive dashboards on top of it.
TRESULTS
Executive dashboards, driver-based forecasting, Board reporting and 13-week cash visibility, all running off one agreed set of numbers.
Partnered with
Chief Financial Officer
MEDIA & ENTERTAINMENT
Five-year operating plan for an independent film company
Market expansion
Difficult distribution landscape
TTHE SITUATION
The company wanted to scale into an expanded market launch, but the distribution environment was deteriorating and the financial case hadn't been tested against it.
TWHAT RUBY ROAD DELIVERED
Advised on financial strategy and operational scaling, and built a five-year annual operating plan that held up against a realistic view of the distribution market.
TRESULTS
Leadership went into the expansion with a plan that priced in the downside rather than assuming it away.
Partnered with
CHIEF OPERATING OFFICER
NONPROFIT
$12M capital expansion under cost pressure
Construction program
Tariff-driven material inflation
TTHE SITUATION
A religious nonprofit was mid-way through a $12 million capital expansion as material costs rose sharply on the back of tariffs.
TWHAT RUBY ROAD DELIVERED
Ran financial tracking and construction budgeting alongside the Treasurer and Board and supported the donor-facing side of the program.
TRESULTS
The expansion progressed responsibly despite cost escalation, with the Board able to see and govern the exposure as it moved.
Partnered with
BOARD OF DIRECTORS & TREASURER