Fulcrum Advisory Group  ·  Washington, DC

Will McLaurin III

Senior FP&A and strategic finance leader. I build the financial intelligence systems, forecasting models, and data infrastructure that drive executive decisions.

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15+
Years FP&A
$250M
Largest org managed
$400M+
Deals supported
Remote
Available now
About

Finance expertise meets data architecture

I'm a senior FP&A and strategic finance professional with 15+ years building the financial intelligence systems that drive C-suite decisions — across corporate FP&A, commercial energy, nonprofit, telecom, and M&A.

My core expertise is driver-based forecasting, Power BI data architecture, enterprise financial modeling, and variance frameworks that translate operational complexity into executive-ready intelligence. I don't just analyze — I build the infrastructure.

Through Fulcrum Advisory Group, 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
Services

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
End-to-end BI development — data modeling, DAX, executive dashboards, and automated reporting pipelines that replace manual spreadsheet processes.
04
FedEx Ground ISP/CSP Finance
Specialized financial infrastructure 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 processes, and analytical workflows using Python, n8n, and AI tooling — built for real finance operations.
06
Interim & Contract FP&A
Available immediately for remote contract or interim FP&A roles — no ramp period, direct contribution from day one across any industry.
Experience

Career highlights

2024 – Present
Fulcrum Advisory Group
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 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 FP&A function from scratch for $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 first closed deal within 6 months — $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.
Capabilities

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
Contact

Let's work together

Available immediately for remote contract FP&A roles and fractional CFO engagements. If you're looking for senior financial leadership that can contribute from day one — let's talk.

will@fulcrumcfo.com 703.261.9251 linkedin.com/in/will-mclaurin github.com/wmclaurin-proj
Current availability
Available immediately
Remote contract & interim FP&A · Fractional CFO retainers · Washington, DC metro · Open to minimal hybrid