"Brian brought a steady and highly professional presence to our finance function, quickly establishing himself as a trusted partner to both the business office and school leadership. He demonstrated a strong ability to build authentic relationships across the organization, thereby strengthening collaboration and alignment around our financial priorities.
Through his work, the quality, accuracy, and clarity of our financial reporting improved significantly, providing leadership and the Board with more transparent and actionable insights. Brian also elevated our communication with the Board by ensuring that financial information was presented with structure, precision, and context, enabling more informed decision-making.
What stands out most is his disciplined approach to bringing order and transparency to complex financial processes. His thoughtful analysis and strategic perspective have made a meaningful and lasting impact on our operations, positioning our organization to move forward with greater confidence and clarity."
Walter Reap
President, Cristo Rey Jesuit High School
Client Testimonials & Highlights
"Brian has been a key partner in helping me manage the financial side of my business. As an early-stage founder, having someone I trust to handle everything from financial projections and reporting to day-to-day finance operations has allowed me to stay focused on growing the company. He brings a level of rigor and organization that has made a real difference in how we plan, operate, and make decisions."
Founder, AI Startup
"I had the opportunity to work closely with Brian during the early days of the BuyNow, PayLater (BNPL) business at PayPal, where he was not only a strong leader but also an incredible mentor. As my manager, he helped shape how I think about financial strategy, problem solving, and leadership.
Brian has a unique ability to stay calm and focused in high-pressure situations, breaking down complex challenges into clear, actionable paths forward. His analytical mindset is matched by genuine curiosity and a willingness to collaborate, which made him someone people naturally trusted and wanted to work with.
He played a key role in scaling the BNPL business to over $30B in Total Payment Volume (TPV) across seven countries, building the financial models and reporting that gave leadership clarity and confidence as the business grew. But beyond the numbers, what stands out most is how he showed up every day—with consistency, integrity, and a commitment to doing things the right way.
I’m grateful for the time I worked with Brian and confident he’ll bring tremendous value as he steps into consulting."
Luke Reagle
Director, BNPL Finance, PayPal
Strategic Case Highlights
Forecasting for Scale
A growing software development firm faced inconsistent cash flows that hindered accounts payable. Blue Pen implemented a rolling 13-week forecast and variance analysis.
Result: Immediate increase in operational efficiency and managed payments.
Automated Reporting
A nonprofit client relied on manual, spreadsheet-based reporting processes that were time-consuming, error-prone, and difficult to scale.
Blue Pen Consulting redesigned the reporting process by implementing automated workflows and standardized dashboards, significantly reducing manual effort and improving data accuracy.
Result: Reporting time was reduced by over 50%, leadership gained timely financial visibility, and the finance function became more efficient and scalable.
Flexible Modeling
A financial advisor needed a robust financial model to evaluate an acquisition target and support negotiations, but lacked a clear, flexible framework to assess different scenarios.
Blue Pen Consulting developed a dynamic financial model that incorporated key assumptions, scenario analysis, and valuation drivers, enabling more informed and confident deal discussions.
Result: The client entered negotiations with a clear understanding of value and risk, strengthening their position and improving decision-making throughout the process.