The Brydon Group

Financial Planning and Analysis

• Move the organization to best practice on controllership and financial management, establishing robust financial foundations post-merger across all geographies.
• Improve and streamline the monthly close process across multiple entities and geographies (US, UK, Switzerland).
• Implement rigorous cash flow forecasting and enhance internal spend and cash controls across all locations.
• Include a monitoring mechanism for covenant compliance with lenders and PE investors.
• Establish financial controls and approval processes appropriate for a scaled, multi-entity global professional services organization.
• Complete the financial integration of MCE/NexGen, including finance systems consolidation, accounting harmonization, and centralized cash management.
• Provide accurate pro-forma financial reporting that combines both entities and reflects synergies realized.
• Build a tracking mechanism to identify, capture, and report on synergies realized through integration.
• Lead financial due diligence, valuation, and integration planning for future add-on acquisitions planned for 2026 and beyond.
• Develop repeatable M&A integration playbook for finance, accounting, and systems consolidation across international operations.
• Develop repeatable, effective financial reporting processes including weekly flash reports, monthly operating packages, and quarterly board materials across all entities.
• Work with executive leadership and functional leaders to quantify and track KPIs that drive value creation (utilization, margins, revenue per employee, client retention, etc.) across geographies.
• Design and implement a standardized process for updating financial packages and ensuring data integrity across multiple currencies and accounting standards.
• Provide financial analysis to support pricing decisions, capacity planning, and resource allocation across service lines and geographies.
• Lead compliance, audit, risk management, board reporting, and lender reporting processes.
• Codify and drive the annual budgeting process, taking the organization through an efficient, rigorous planning cycle across all locations.
• Partner with the CEO, Chief of Staff, and executive leadership team to size and refine the 2026 value creation plan.
• Develop rolling forecasts and scenario planning capabilities to support strategic decision-making across the global business.
• Build financial models to evaluate growth investments, hiring plans, and capital allocation decisions across markets.
• Review billing and revenue recognition processes across project types and geographies, ensuring compliance with accounting standards and contractual terms.
• Partner with Operations and Technology teams to implement improved billing systems, time-tracking processes, and project accounting.
• Optimize collections processes and DSO management across multiple clients, currencies, and contract types.
• Establish pricing frameworks and profitability analysis by client, project type, service line, and geography.
• Evaluate existing finance systems and finalize upgrades to new platforms (e.g., NetSuite) to improve financial reporting, analysis quality, and scalability across international operations.
• Implement automation and billing platforms to improve efficiency and data quality across all locations.
• Partner with IT and vendors to ensure systems integration supports multi-currency financial consolidation and reporting requirements.
• Ensure systems infrastructure supports compliance requirements across US, UK, and Swiss jurisdictions.
• Think holistically about the business, serving as trusted strategic advisor to CEO and executive leadership team on business strategy, growth initiatives, and value creation.
• Advise and execute on acquisitions and integrations, including valuation, deal structuring, and post-merger integration.
• Make pricing recommendations based on cost analysis, competitive positioning, and value to clients across different markets.
• Execute on an ambitious growth path through effective capital allocation and investment decisions.
• Partner with CEO and Board on long-term value creation strategy and exit readiness.
• Build out a fit-for-purpose global finance team that can execute transactions, drive business decision-making through excellent reporting and analysis, and scale with the company.
• Recruit, develop, and retain high-performing finance talent across accounting, FP&A, and financial operations in multiple countries.
• Partner cross-functionally with People & Culture on compensation and budgeting; with Operations on capacity planning and resource allocation; with Growth on pricing and profitability analysis.
• Lead additional functions over time, potentially including IT and Administrative functions as the organization scales.
• Serve as key liaison with Board, PE investors, lenders, and external auditors across multiple jurisdictions.

CFO – MCE-NexGen

• Move TestAssure to best practice on controllership and financial management
• Improve and streamline the monthly close process
• Implement rigorous cash flow forecasting
• Implement improvements to internal spend and cash controls
• Develop a repeatable, effective financial reporting process
• Develop weekly, monthly, quarterly reporting mechanisms and provide an operating pack each month
• Work with other functions to quantify and track KPIs that drive value creation
• Design & implement a standardized process to be followed when updating the package
• Work with VP Services to provide better ongoing analysis of the health of our implementation services business
• Codify and drive the annual budgeting process
• Take the organization through an efficient, rigorous budgeting process
• Partner with the CEO, CoS, ELT to size and refine the value creation plan
• Review billing and revenue recognition processes, and partner with sales and leadership across the organization to improve our procurement process
• Evaluate migrating existing finance systems to upgraded platforms to improve financial reporting, analysis quality, and scalability
• Build out a fit-for-purpose finance team that can execute transactions, drive business decision making through excellent reporting and analysis
• Execute an ambitious growth path through effective capital allocation
• Lead additional functions such as HR, IT, Administrative

Chief Technology Officer

• Lead technology strategy and execution across the SaaS and services platform.
• Personally own core architectural decisions across application, data, and cloud infrastructure layers.
• Manage and scale a lean, high-output engineering team with the mandate to scale as the platform grows.
• Stay close to the codebase and systems – not as a day-to-day individual contributor, but as a technical authority who reviews designs, challenges assumptions, and guides implementation.
• Own infrastructure, cloud architecture, and compliance initiatives, including positioning our infrastructure to support future FedRAMP and IL4 compliance as DIB customer requirements evolve.
• Protect customer and company data, ensuring a strong cybersecurity posture.
• Drive automation and AI-assisted tooling in high-volume consulting workflows—improving delivery speed, profitability, and service differentiation.
• Partner closely with the CEO and VP of Product on platform strategy, prioritization, and execution.
• Evaluate the technical posture of potential acquisitions and lead post-acquisition technology integrations.
• Make pragmatic build, buy, and partner decisions that support growth without over-engineering.
• Bring clarity and focus to technology decisions, balancing speed, risk, and long-term scalability.

Product Manager

• Own the product vision, roadmap, and execution plan for a high growth SaaS product.
• Scale the product from hundreds to thousands of customers while maintaining reliability, security, and compliance.
• Translate complex regulatory requirements into clear, intuitive product experiences.
• Partner closely with the CTO and engineering team to prioritize, scope, and ship high-quality features quickly.
• Drive improvements in UX, onboarding, and core workflows to reduce friction and increase adoption.
• Engage directly with customers, including compliance leaders, security teams, and operators, to inform roadmap decisions and validate solutions.
• Maintain technical fluency and participate in discussions around architecture, APIs, data models, and platform trade-offs.
• Evaluate opportunities for automation and AI that deliver real customer value and operational leverage.
• Bring clarity, focus, and discipline to product development by making decisive prioritization calls and saying no when needed.
• Establish scalable product practices and processes - this is an individual contributor role today with potential to grow into product org leadership as the platform scales.

CFO – MCE-NexGen

CFO

Chief Technology Officer

Head of Product