Brian Frazee

Finance Operations and FP&A leader with institutional training from Goldman Sachs and hands-on experience building automation-driven financial infrastructure for AI-powered organizations. Experienced designing scalable reporting systems, cross-system workflow automations, CRM governance, reconciliation processes, and forecasting models supporting $50M+ in revenue and 300+ employees. Strong background integrating operational and financial systems to improve close efficiency, reporting accuracy, auditability, and executive decision-making in fast-growth environments.

Finance Operations & Analytics Lead (FinOps) at Invisible Technologies (2022-09 – 2026-02)

AI-powered operations platform delivering human-in-the-loop services to enterprise clients

• Designed finance-facing delivery revenue reporting infrastructure supporting 50+ enterprise clients and more than $50M in annual revenue.
• Built multi-period delivery revenue forecasting models combining pipeline, contracted scope, and operational delivery data into real-time executive reporting.
• Developed workforce planning and headcount budget models projecting hiring needs, utilization, and delivery capacity across 300+ employees.
• Architected and deployed ClickUp-based workflow automation integrating CRM, project management, ERP, and time-tracking systems into a governed reporting environment.
• Reduced monthly revenue close cycle by two days through automation, reconciliation redesign, and process standardization.
• Built blended cost-rate models supporting pricing strategy, margin analysis, and delivery economics forecasting.
• Implemented company-wide time tracking governance processes that achieved sustained 100% compliance and improved reporting accuracy and audit readiness.

Finance & Business Systems Consultant at Independent Operations (2002-10 – Present)

• Advised small businesses and professional service organizations on financial operations, reporting systems, and workflow design.
• Built financial tracking models supporting pricing strategy, project costing, forecasting, and operational planning.
• Implemented CRM and operational management systems that streamlined reporting workflows and reduced administrative overhead.

Operations Associate Manager, Futures Financial Services at Goldman, Sachs & Co. (1996-08 – 2002-10)

• Managed booking, clearing, and reconciliation operations across 11 European futures exchanges in a high-volume trading environment.
• Coordinated cross-border operational processes between New York, London, and Frankfurt teams.
• Supported transition and continuity planning for a 10-person European futures operations team during organizational restructuring.
• Led recurring training sessions for staff and clients on operational workflows, controls, and risk procedures.

Bachelor of Business Administration (BBA) in International Business – Loyola University Maryland

Associate's Degree in Occupational Studies in Massage Therapy – Swedish Institute College of Health Sciences