MARCUS WOOD
Founder | Sales | Operator | Fintech | SaaS
Driving Growth Through Key Account Expansion, Strategic Partnerships, and Client Success
$1.5M+
Contracts Secured
$12.5M
Cost Savings Delivered
$2M+
Revenue Recovery
Executive Summary
With 18+ years of global experience, I’ve evolved from corporate finance leadership to leading revenue growth as the head of Pecunio, where I drive client acquisition, account expansion, and strategic partnerships across SaaS and AI solutions. I have built and grown a consulting business across multiple continents and developed an Agentic AI SaaS platform to automate financial analysis for clients, while driving sales and partnership development across SaaS, technology, healthcare, manufacturing and finance sectors.
My track record includes securing SMB and large enterprise contracts up to $300K TCV, generating client revenue growth through B2B partnerships, and consistently retaining and expanding key accounts. I bring a rare blend of financial acumen, commercial strategy, and relationship driven sales expertise, bridging technical solutions with client value, accelerating adoption, and delivering measurable growth across SaaS and AI driven markets.
Account Execution & Expansion
Proven track record securing $1.5M+ in enterprise contracts and building lasting C-suite relationships that drive returning clients
Notable Contract Wins
- $300K Spark Networks (NASDAQ: LOV) – Global transformation engagement
- $120K AMC Networks – Enterprise automation and process optimization
- $90K Aptia Group – Finance infrastructure implementation
- $80K G2O Technologies (PE-backed) – FP&A infrastructure build out
- $60K Fusion SD – Fractional CFO and business development
- $1M+ New ARR generated for Mistr Telehealth through B2B partnerships
Account Execution
- C-suite relationship development across technology, healthcare, finance, manufacturing sectors
- Enterprise contract negotiation and complex deal structuring
- Strategic partnership development driving seven-figure revenue increases
- Market expansion initiatives connecting US and Australian markets
- Cross-border partnership establishment with multinational corporations
- Track record of measurable success — driving ACV up to $300K and key account expansion by 40-60%+
- Instituted proactive ARR Risk/Success Reviews with key accounts
- Achieved an outstanding close rate of ~90% in the US (enterprise & PE/VC backed clients)
Account Management & Retention
- Enterprise Engagement: Managed and expanded relationships with multinational and SMB clients including Spark Networks, AMC Networks, G2O Technologies, Mistr, Fusion SD, and Multikraft
- Account Growth: Drove renewals and upsells resulting in 60%+ client expansion for Pecunio and up to 7-figure ARR impact for clients
- Execution Excellence: Delivered on complex multi-stakeholder projects with 100% on-time completion and measurable ROI
- Retention Strategy: Maintained long-term client partnerships with multi-year renewals and referrals through proactive engagement and performance delivery
- Client Success Focus: Ensured ongoing alignment with executive objectives through consistent communication, data-driven insights, and continuous improvement initiatives
Partnership Development
- Negotiated major enterprise partnerships and vendor relationships
- Established US-Australia expansion partnerships for market penetration
- Built strategic alliances with payment processors, verification services, and technology providers
- Created partnership frameworks delivering long-term growth and market positioning
- Generated qualified leads through networking, industry events, and digital campaigns
AI & Finance
Built proprietary AI platform combining 18+ years of finance expertise with cutting-edge automation to deliver measurable results for clients
Pecunio AI Platform
- CFO-trained AI platform integrating LLM agents with accounting systems (Xero, Stripe, HubSpot, payroll)
- Modular AI agents for accounts receivable, reconciliations, cash flow analysis, investor readiness, and strategic advisory
- Real-time API integration with multi-tenant architecture enabling firm-wide deployment
- Demonstrated 80% reduction in manual reporting workload for clients
- White-label capabilities for partner branding and client delivery
- XPM integration roadmap for accounting firm workflows
Corporate Finance Experience
- Built FP&A functions from scratch for multiple organizations across startups to $3.5B enterprises
- Achieved 99%+ forecast accuracy at Equifax through rebuilt budget process with customer and product detail
- Directed enterprise financial model forecasts including P&L, balance sheet, FCF, and stock buybacks for earnings releases
- Managed financial operations across 18 manufacturing plants for PE-backed $180M joint venture
- Implemented SaaS metrics frameworks (MRR, ARR, churn, CAC, LTV) for scaling technology companies
- Led post-merger integration for multiple M&A deals at Arconic spanning USA, Europe, Middle East
Pecunio Leadership Track Record
- Led enterprise-wide transformations for organizations ranging from startups to $300M+ enterprises
- Rebuilt FP&A infrastructure from scratch for PE-backed ventures achieving 99%+ forecast accuracy
- Automated $300M corporate allocations across 40 entities (AMC Networks)
- Implemented AI-enhanced forecasting resolving critical liquidity challenges
- Reduced manual reporting by 40-80% through process automation and technology integration
AI Implementation Results
- Reduced manual reporting workload by up to 80% for clients through AI agent automation
- Delivered real-time CFO-level insights previously requiring days of manual analysis
- Automated accounts receivable, reconciliations, and cash flow reporting processes
- Built multi-tenant architecture supporting organization → entities → teams structure
- Integrated real-time API connections with Xero, Stripe, HubSpot, and payroll systems
- Implemented predictive forecasting models resolving critical liquidity challenges for clients
Leadership & Strategy
Board-level advisory experience across transformations, M&A, capital raises, and turnarounds for organizations from startups to Fortune 500
Executive Advisory Experience
- Board Partnership: Advised Boards and C-suite on enterprise-wide transformation, turnaround strategy, and capital allocation
- M&A Advisory: Post-merger integration leadership at Arconic; sell-side VDR preparation at Spark Networks; acquisition support for $20M AUD deal
- Capital Raises: Developed investor-ready financial models; presented to investor groups; supported multiple funding rounds
- Turnaround Leadership: Led $180M app business transformation including $12.5M cost elimination and revenue model redesign
- Strategic Planning: Multi-year financial forecasting for $3.5B enterprise including earnings releases and stock buybacks
Organizational Leadership
- Founder & Managing Director: Pecunio AI – Built platform from concept to market while cultivating high-performing remote team
- Co-Founder/COO: Niche Social Media Platform – Managed $300K seed investment, led diverse 4-country team of engineers, designers, and product specialists
- Finance Director APAC: Equifax ($150M portfolio) – Led cross-border finance and technical teams across Australia, Asia-Pacific region
- Finance Manager: Arconic ($6B portfolio) – Directed post-merger integration teams across USA, Europe, Middle East
- Leadership Philosophy: Open-door policy with regular engagement meetings; play to individual strengths while creating growth opportunities; encourage passion projects and skill development; manage distributed teams without meeting overkill
- Cultural Impact: Foster collaborative environments where technical and finance professionals thrive; balance accountability with autonomy; develop talent through stretch assignments and cross-functional exposure
Cross-Functional Expertise
- Partnership between finance and operations driving measurable business outcomes
- Aligned sales, product, engineering teams in matrixed environments
- Built and led international teams across Australia, US, Europe, Brazil, Puerto Rico
- Change management for enterprise-wide transformations affecting hundreds of employees
- Stakeholder management across Boards, executives, investors, and operational teams
Strategic Decision Support
- Delivered board-level insights enabling faster, data-driven executive decisions
- Evaluated M&A deals for financial viability, EPS impact, and strategic fit
- Assessed investment opportunities and identified synergies
- Provided covenant compliance strategies and liquidity planning
- Informed pricing strategy, market positioning, and growth initiatives
Results & Impact
Documented results across enterprise transformations, cost optimization, revenue generation, and strategic implementations
“When I was the CEO of Spark Networks (NASDAQ: LOV), Marcus was the most trusted advisor that I had in my finance department. He was a true strategic partner for me, and understood the intersection of finance and operations better than anyone else there, even more-so than the CFO. I can’t imagine having accomplished the heavy lifting we had to do there without him. I will always look for additional opportunities to work with Marcus!”— Chelsea Grayson, Former CEO, Spark Networks (NASDAQ: LOV)
Enterprise Impact
- Spark Networks (NASDAQ: LOV)
- Eliminated $12.5M in costs through strategic outsourcing
- Built predictive recurring revenue model with 99% forecast accuracy
- Supported enterprise-wide transformation and turnaround
- AMC Networks
- Automated $300M corporate allocations across 40 entities
- Streamlined enterprise planning and forecasting processes
- Equifax ($150M APAC Portfolio)
- Recovered $2M+ in lost revenue through billing process reviews
- Achieved 99%+ forecast accuracy rebuilding budget process
- Reduced manual reporting time by 40%
- G2O Technologies (PE-Backed)
- Built FP&A infrastructure for $180M joint venture from scratch
- Implemented financial frameworks across 18 manufacturing plants
SME & Startup Results
- Fusion SD
- Implemented management reporting, board reports, cash flow systems
- Secured partnership meetings for US expansion with AI dealership app
- Maths Pathway
- Implemented board reporting and runway analysis
- Facilitated short-term financing and board presentations
- Multikraft
- Supported capital raise process
- Facilitated international merger execution
- Mistr Telehealth
- Generated $1M+ revenue increase through B2B partnerships
- Built strategic partnerships with non-profit organizations
Financial Performance Metrics
- $12.5M+ Cost savings identified and eliminated
- $2M+ Lost revenue recovered and captured
- $1M+ Revenue increase generated through partnerships
- 99%+ Forecast accuracy achieved consistently
- 40-80% Reduction in manual reporting time
- $20M AUD Acquisition supported with financial models
Operational Improvements
- Successfully implemented complete FP&A infrastructures from ground up
- Automated complex multi-entity reporting and consolidation processes
- Established predictive forecasting models enabling proactive decision-making
- Resolved critical liquidity challenges through AI-enhanced cash flow planning
- Streamlined receivables management accelerating collections and improving profitability
- Built scalable reporting frameworks supporting rapid growth and investor readiness