Richard Fortin

CFO

Richard is a seasoned Chief Financial Officer and CFA charterholder with over 20 years of experience partnering with founders and investors across the technology, energy, and financial services sectors. He brings deep expertise in financial strategy, rapid diagnostics, cash flow optimization, capital raising, and scalable systems implementation.

Recognized for instilling financial discipline and operational rigor in high-growth environments, Richard consistently drives measurable impact. Most recently, he led a successful $8M Series B financing and delivered a 694% improvement in margin, strengthening both profitability and long-term enterprise value.

Faits saillants du parcours

Led $8M Series B fundraising round for venture-backed technology startup, including investor modeling, board presentations, and due diligence coordination
Redesigned contract charge mechanics at consumer lending company, reducing delinquency detection time by 77% and increasing margin contribution by 694%
Negotiated $20M revolving credit and prudential facility with Shell Energy to support energy retailer growth and operations
Shortened month-end financial close by 75% through process optimization and system migration, significantly improving financial visibility and decision-making speed
Reduced foreign exchange transaction costs by over 95% through strategic process redesign and banking relationship optimization
Designed proprietary hedging structure for energy company that expanded counterparty base and materially reduced annual hedging costs

Expérience sectorielle

Technology, Media & Telecoms: High growth startups
Mining, Resources & Energy: Electricity and natural gas retail, commodity hedging, regulatory compliance
Banking, Financial & Services: Investment banking, capital markets, institutional FX sales, derivatives trading, Automotive repair lending, consumer credit, collections and risk management
Services: Physical security, defensive security solutions, multi-entity operations

Compétences spécialisées de Richard

Budgeting & Forecasting

Built investor-grade financial models and KPI dashboards that shortened month-end close by 75%, significantly improving decision-making speed and visibility

Cash flow Improvement

Redesigned contract mechanics and collections workflows, reducing delinquency detection by 77% while increasing margin contribution by 694% at consumer lender

Treasury

Negotiated $20M revolving credit facility with Shell Energy and reduced FX transaction costs by over 95% through strategic banking optimization

Managing Risk

Designed proprietary hedging structure for energy retailer that expanded counterparty base and materially reduced annual commodity hedging costs

People Manager

Led cross-functional teams of 20+ across finance, operations, IT, and customer service while scaling a regulated energy company

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