Bridgepoint Consulting Consultant

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.

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
    • Digital Transformation
    • General Management
    • Financial Planning and Analysis
    • Operations
    • Data Analytics
    • Project Design and Implementation
    • Business Process Improvement
    • IT Strategy


  • Consultant since 2022

    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


    Interim CFO for privately held oilfield services company with revenues of approximately $150M

    • Drove process improvements in both AR and AP
    • Improved monthly close process by 5 days


    Interim VP of Financial Planning and Analysis for a private equity held software (SaaS) company with revenues of approximately $125M

    • Improvements and automations of quarterly and annual planning/budgeting process
    • Improvements in monthly board packet and credit agreement compliance reportsv
    • 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 process
    • Audit support


  • 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)

    • Implemented strategic integrations and divestitures
    • 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