Suggestions
Rick Brodie
CEO Odin & Pluto - CEO BrodieOCS - Managing Partner St. Vrain Ventures - Regional Partner at FasterCapital
Professional Background
Rick Brodie is an accomplished finance professional with over 37 years of extensive experience in Operational Finance, often recognized in the industry as "The Proforma Guy." His deep understanding of financial operations and strategic insights has allowed him to help businesses make informed financial decisions that pave the way for their growth and success. With a firm belief in the importance of preparation and readiness for due diligence, Rick has developed an innovative platform known as OP, designed to guide clients on how to make their businesses attractive to investors. This platform not only prepares clients for investment opportunities, but it also assists them in closing seed investments quickly by connecting them with the right investors. Rick's clients have praised his work, noting that his insights and foresight articulate what investors are looking for—his motto of "know the answers before the questions are asked" speaks volumes about his proficiency and passion for his work.
Education and Achievements
Rick Brodie pursued his higher education at the University of Northern Colorado, where he laid the foundational knowledge for his future career in finance. His educational background is complemented by his professional journey through various prestigious roles within the finance industry.
Over the years, Rick has held numerous significant positions, including being a Regional Partner at FasterCapital, where he played a critical role in helping startups gain access to financial resources. As the Founder of Odin & Pluto, Rick leveraged his entrepreneurial spirit, providing strategic consultancy and guidance that elevated client businesses. At Brodie OCS, he not only offered operational finance solutions but also focused on enhancing clients' financial acumen, which resulted in long-lasting partnerships and repeat engagements.
Further solidifying his expertise in the financial domain, Rick served as a Partner at Fractional CFO, where he provided top-tier financial leadership to various organizations. His role as Managing Partner at The Principal Group involved overseeing multiple strategic initiatives, demonstrating his versatile skill set and capacity to deliver exceptional results.
Throughout his career, Rick has also held pivotal positions including Principal at Tatum and CFO at North Carolina Partners. These roles fostered his strategic vision and operational efficiency in finance-related frameworks. Rick's talents also shine through his past positions such as VP of Finance at The Elevator Channel and Director of Sales Analytics at Requisite Technology. At Lionbridge, he excelled as Director of Finance, showcasing his adeptness at managing financial operations. Prior to these positions, Rick served distinct roles in finance with companies like Exabyte, Vail Resorts, and Storage Technology, contributing to his expansive skill set in financial planning and analysis.
Achievements
Rick Brodie's extensive career is marked by a series of impressive achievements that underline his contribution to the field of Operational Finance. By marrying strategy with execution, he has revolutionized financial planning processes for numerous organizations. Through his OP platform, many startups have accessed the funding they need while being equipped with an in-depth understanding of the investor mindset.
Rick's innovative approaches have yielded not only financial success for his clients but also significant advancements in their business strategies. He has crafted financial models that reflect market needs, proving his worth as a trusted advisor and strategist in the financial domain. His reputation as "The Proforma Guy" indicates his specialized expertise in creating predictive financial models that resonate with investors.
Rick's dedication to empowering businesses through financial intelligence is not just limited to individual enterprises. His influence and guidance have helped shape the landscape of operational finance by establishing standards of excellence that other professionals strive to achieve.
In addition to his consulting endeavors, Rick's previous roles demonstrate a proven track record of leadership and results-driven accomplishments. He consistently aims to align financial objectives with overarching business goals, ensuring that every strategic financial decision contributes to a long-term vision for growth and success.
With an unwavering commitment to excellence and a passion for helping businesses thrive, Rick Brodie has solidified his position as a foremost authority in Operational Finance. His insights are critical to those seeking to bridge the gap between innovative ideas and financial reality, making him a truly valuable asset to entrepreneurs and investors alike.