Fulcrum Blue Advisory  ·  Washington, DC

Will McLaurin III

I solve finance problems by building the system that fixes them. Corporate finance since 1998, from Ford to a $250M FP&A team. Every seat ended with a manual workflow automated. AI is the newest tool in that practice, not a new career.

1998
Automating finance since
$250M
Largest org managed
$400M+
Deals supported
Remote
Available now

Finance expertise meets data architecture

I'm a senior FP&A and strategic finance professional building the financial intelligence systems that drive C-suite decisions, across corporate FP&A, commercial energy, nonprofit, telecom, and M&A.

My first analyst job was at Ford in 1998. I automated the cost reporting and cut prep time about 85%. I've done some version of that in every finance seat since. At Hillel International I killed manual budget consolidation across 30+ departments. At AAMC I replaced hand-built Excel reporting with a Power BI data model and an executive dashboard leadership used every quarter. The tools kept changing. Macros. VBA. Power BI. The work didn't.

AI is the newest tool in that practice, not a departure from it. I build with whatever platform a company already runs: ChatGPT, Claude, Copilot, Gemini, plus Python and n8n for the plumbing. Knowing which finance process is worth automating matters more than which model you point at it.

My core expertise is driver-based forecasting, Power BI data architecture, enterprise financial modeling, and variance frameworks that turn operational complexity into something an executive can act on. I don't just analyze. I build the infrastructure.

Through Fulcrum Blue Advisory, I provide fractional CFO and FP&A services to organizations that need senior financial leadership without the full-time overhead. I also specialize in financial infrastructure for FedEx Ground ISP/CSP operators.

Duke University B.A. Economics · Certificate in Markets & Management
Certifications Wall Street Prep · DealMaven · Microsoft Office Specialist · PyFi Python Fundamentals
Tools Power BI · Advanced Excel/VBA · Python · SQL · n8n · AI automation
Open to Remote contract & interim FP&A · Fractional CFO retainers · Washington, DC metro

What I deliver

01
Fractional CFO & FP&A Leadership
Senior financial leadership on a flexible basis. Forecasting, budgeting, board reporting, and financial strategy without the full-time cost.
02
Financial Modeling & Analytics
Driver-based models, rolling forecasts, scenario analysis, NPV/DCF/LBO, and the data architecture that connects operational inputs to financial outcomes.
03
Power BI & Data Infrastructure
BI development start to finish. Data modeling, DAX, executive dashboards, and automated reporting pipelines that replace manual spreadsheet work.
04
FedEx Ground ISP/CSP Finance
Financial infrastructure built for FedEx Ground operators: P&L modeling, ELF settlement reconciliation, route profitability, and margin optimization.
05
AI-Driven Financial Workflows
Automation of financial data pipelines, reporting, and analytical workflows using Python, n8n, and AI tooling. Built for how finance actually operates.
06
Interim & Contract FP&A
Available immediately for remote contract or interim FP&A roles. No ramp period, contributing from day one.

Career highlights

2024 – Present
Fulcrum Blue Advisory
Founder, Fractional CFO & FP&A Advisory
Fractional CFO and FP&A consulting practice serving growth-stage companies and FedEx Ground ISP/CSP operators.
2024 – Present
Fulcrum Blue Transport Company
Founder & President
FedEx Ground last-mile delivery operation. $2.2M revenue, 65% growth in Year 1. Full P&L ownership, driver-based financial modeling, weekly variance reporting.
2020 – 2024
American Association of Medical Colleges (AAMC)
Manager, Financial Planning & Analysis
Led enterprise FP&A for $250M revenue org with $500M investment fund. Built Power BI C-Suite Dashboard, pricing models, rolling forecasts, and capital structure analysis.
2018 – 2019
Hillel International
Director, Financial Planning & Analysis
Built the FP&A function from scratch for a $100M+ organization. Integrated data infrastructure across 30+ cost centers, automated budgeting, management dashboards.
2013 – 2017
WGL Holdings (Washington Gas)
Senior Financial Analyst / FP&A Lead
$150M+ BU, $100M+ annual capital. VBA-based 300-project portfolio system. $400M+ in deals supported. Goldman Sachs sum-of-the-parts valuation partnership.
2009 – 2012
Cricket Wireless
Regional Churn Manager / Senior Financial Analyst
Regression-based churn models across 300K+ subscribers. 15% YoY deactivation reduction. Regional FP&A for $150M revenue operation.
2007 – 2008
Bainbridge Capital
Business Development Manager, Buy-Side M&A
Managed six buy-side M&A engagements for PE and public company clients. Built merger models, LBO models, and valuation analyses. Supported the first closed deal within 6 months, a $3.2M add-on acquisition.
2005 – 2007
Home Depot Supply
Financial Analyst, FP&A
Supported Corporate Development (M&A), Sales, IT, and Logistics with planning, budgeting, and financial modeling, including analysis for the $3.52B Hughes Supply acquisition.
1998 – 2000
Ford Motor Company
Financial Analyst, College Graduate Finance Program
Built valuation and cost models for plant engineering projects. Automated cost reporting (reduced prep time ~85%). Analyzed variance across ~300 production lines supporting ~5% cost reduction initiatives.

Technical foundation

FP&A & Modeling
Driver-based forecasting Rolling forecasts NPV / DCF / LBO Scenario analysis 5-year strategic plans Variance analysis M&A modeling
BI & Reporting
Power BI DAX Advanced Excel VBA automation Executive dashboards KPI frameworks
Data & Analytics
Python SQL Regression modeling Statistical analysis ETL concepts Data architecture
Automation & AI
n8n Make AI workflow design Financial automation Claude API

Let's work together

Available immediately for remote contract FP&A roles and fractional CFO engagements. If you need senior financial leadership that contributes from day one, let's talk.

Current availability
Available immediately
Remote contract & interim FP&A · Fractional CFO retainers · Washington, DC metro · Open to minimal hybrid