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Bridgepoint Consultant Spotlight

Bridgepoint Consulting

Corey McLellan

Corey is a growth-focused, entrepreneurial executive specializing in value creation through analytics, strategic acquisitions, technology transformation, budgeting, planning, forecasting, strategy and general management. He has a proven track record of creating value for executive teams and boards — from large multinationals to startup companies — by harnessing market, customer, operational and financial data to drive analytical decision-making, resulting in growth, profitability, successful product launches, new market entry and operational improvements. Corey is a proven negotiator, coach and mentor, adept at managing teams remotely and globally.

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Corey McLellan’s Professional Summary

With 20 plus years of experience, Corey has expertise in multiple areas to deliver operational improvement and change management to your organization.

    • Strategic Acquisitions and Integrations
    • Financial Planning and Analysis
    • Digital Transformation
    • Data Analytics
    • General Management
    • Operations
    • Operational Efficiency Improvements
    • Month Close Process Improvements
    • Project Design and Implementation
    • Systems and IT Strategy

  • Summary of recent projects and assignments:

    • Interim Corporate Controller for a private equity held facilities services company with revenues of approximately $600M
      • Improved controls, systems and processes to support additional growth, integrate acquisitions, secure additional funding, and position the company for sale to a financial buyer.
      • Led GAAP compliance and IPO readiness efforts.
      • Led internal audit initiatives focused on contract compliance and risk management.
    • Interim CFO for a private equity held software (SaaS) company with revenues of approximately $125M
      • Improvements and automations of annual planning/budgeting/forecasting processes
      • Improvements in monthly board packet and credit agreement compliance reports
      • Developed analysis and forecasting tool that resulted in >$1M in annual savings for the firm’s largest non-personnel expense
      • Improvements in cash/liquidity and AR tracking, modeling, and reporting
      • Streamlining and improvements in the procurement processes
      • Collaboration with private equity owners on portfolio-wide performance metrics
      • Coordinated audits with US and International auditors
    • Interim CFO for privately held software/services company with revenues of approximately $150M
      • Drove process improvements in both AR and AP
      • Improved monthly close process by 5 days
      • Led ASC 842, purchase accounting and WIP reconciliation initiatives. Provided improved balance sheet accuracy and transparency to current and prospective investors
    • Interim CFO for private equity held manufacturing and distribution firm with revenues of approximately $75M
      • Improved monthly close process from an average of 20 days to 12
      • Supported sale to strategic buyer (including due diligence, quality of earnings, integration planning)
      • Improvements and automations in AR processes
    • Acquisition integration for a private equity held software (SaaS) company with revenues of approximately $200M
      • Delivering on the acquiring company’s value-creation strategy
      • Integrating financial, product-development, engineering, marketing, sales, customer service and other corporate departments, processes and systems
      • Developing acquisition due diligence and integration playbook for client’s future M&A/corporate development activities

  • Jetty Growth Advisors, Boston, MA (2009 – 2012, 2016 – 2018, 2020 – 2022)
    A management consultancy (digital transformation, M&A integration, interim CFO and COO services)

    Founder, Managing Director

    • Led acquisition due diligence and post-merger integration for $9M full-service healthcare real estate development, management and investment company
      • Doubled size of firm
    • Led acquisitive expansion into new geo-market for renewable energy production entity
      • Performed deal sourcing and due diligence
    • Served as Interim GM for regional financial services firm
      • Increased annual profits by 40% through data-driven improvements in processes, customer analytics, technology implementation and prospect conversion
    • Served as fractional CFO for regional hospitality and CPG company
      • Grew revenues by 25%
      • Led acquisition and integration efforts
    • Served as Interim COO/CFO for producer/provider of organic fruit and vegetable juices
      • Led restructuring: increased sales and profits; attracted additional investment
    • Led post-merger integration of independent oil and gas producer
      • Designed and implemented system that analyzed proprietary and market data, resulting in 16x growth of onshore development

    EBSCO Information Service, Boston, MA (2019 – 2020)
    $3B SaaS and information services division of EBSCO Industries, Inc.

    Vice President, Customer Operations

    • Designed and implemented systems to provide insights into behavior of 500K customer and prospect organizations; led to 3% increase in customer retention and 3.5% revenue growth
    • Built company’s first enterprise-wide product database; implemented formal configure, price and quote (CPQ) process; implemented recommendation engine for 600-person global salesforce
    • Led analysis of global customer service and professional services groups; produced significant cost savings (15% YOY) while increasing customer retention
      • Utilized statistical methods and marketing analytics metrics, including customer acquisition costs (CAC) and customer lifetime value (CLV, LTV)

    MYLAMP, Washington, D.C. (2014 – 2016)
    Developer of Android and iOS app; provider of digital marketing strategy consulting

    Board Member, Chief Financial Officer

    • Reworked company strategy to attract and land Fortune Global 500 buyer
    • Oversaw negotiations, planning, cash flow analysis, financial modeling, cash management, billing, banking, financial results and partnership relations

    ENGIE, Houston, TX (2012 – 2014)
    A €60B global energy company

    Management Advisor

    • Led internal consulting group
      • Implemented strategic integrations and divestitures
      • Oversaw program management, budgets and teams
      • Drove data-driven approaches to finance, accounting, human resources, new
    • Worked with executive team to sign investment bank to take company public: refined company focus and strategy and developed S1 registration statement; IPO raised over $17M
    • Integrated acquisitions of multinational electricity generation company and energy services and equipment company
    • Divested $3B+ of electricity-generation assets
    • Designed cloud-based data and technical architectures relating internal and vended databases; enabled management reporting, predictive analytics and operational improvements

  • AB InBev (2016)
    Led new venture and innovation programs

    Dominion Energy (2017)
    Led new venture and innovation programs

    Lifecycle Organic Waste (2015 – 2017)
    Co-Founder

    Capgemini (2007 – 2009)
    Principal Consultant

    Luminant Worldwide (2000 – 2002)
    Senior Consultant

    Accenture (1998 – 2000)
    Analyst

    • The Mead Endowment – Board Member
    • Jefferson Scholars Foundation – Selection Committee Member
    • Gordon College Career and Connection Institute – Founder, Executive Director

  • University of Virginia, Charlottesville, VA

    • Master of Business Administration
    • Bachelor of Arts

    Princeton Theological Seminary, Princeton, NJ

    • Master of Divinity
    • Analytics/BI tools (Redshift, Amplitude, Tableau, Python, R, Power BI), Salesforce, NetSuite, Oracle, SAP, Dynamics, Rally, Jira