Brian Wit
Senior Manager
About
Brian Wit is a finance and FP&A leader with more than 20 years of experience supporting high-growth and complex organizations through strategic planning, financial modeling, forecasting, and operational finance initiatives. He has partnered closely with executive leadership teams to improve financial visibility, support growth strategies, and drive data-informed decision making. Brian brings deep experience across financial services and consumer finance, with a strong track record of building scalable reporting processes and leading high-performing finance teams.
Professional Experience
Harbor View Consulting
Senior Manager
May 2026 - Present
- Leads client engagements across finance, accounting, and operational transformation projects, overseeing delivery quality, timelines, and client satisfaction
- Serves as the primary day-to-day client contact, partnering with executive leadership teams to deliver strategic financial insights and operational improvements
- Works closely with Partners on engagement strategy, project execution, and business development initiatives
- Champions process improvement, knowledge sharing, and operational efficiencies to enhance client outcomes and strengthen firm capabilities
Accounting and Finance Advisory Firm
Director of Finance
Mar 2025 - May 2026
- Acted as strategic finance lead for growing technology and services businesses, partnering with founders, executives, and investors to drive budgeting, forecasting, and long-range planning across multiple business units
- Served as fractional CFO for nonprofit institutions, with direct interaction with Boards of Trustees and finance committees on budgets, capital planning, cash flow management, and financial strategy
- Led financial integration and standardization initiatives including tech stack alignment, reporting harmonization, and process redesign following acquisitions or rapid growth
- Developed financial models, operating plans, and investor materials used in board and leadership discussions to support capital allocation and strategic decision-making
- Partnered cross-functionally with product, operations, and technology leaders to manage expenses, improve visibility into unit economics, and support scalable growth
National Credit Union
Senior Finance Manager
Oct 2023 - Jan 2026
- Led financial planning, forecasting, and reporting initiatives supporting business operations and strategic decision making
- Developed executive-level dashboards and KPI reporting to improve performance visibility across business units
- Partnered cross-functionally with operations and business leaders to evaluate growth opportunities and financial performance
International Fintech Company
Senior Finance Manager
2011 - 2023
- Led FP&A and strategic finance initiatives supporting consumer financial products and high-growth business lines
- Played a key role in the financial planning and scaling of the development and launch of new product offerings
- Developed financial models, long-range forecasts, and business cases to support product strategy and investment decisions
- Built and managed finance teams responsible for reporting, analytics, and operational support for rapidly growing products
- Partnered with analytics, product, and executive leadership teams to drive performance insights and strategic planning
Education
- Master of Business Administration in Finance - Loyola University Maryland
- Bachelor of Business Administration in Finance - James Madison University
Expertise
- Financial Planning & Analysis (FP&A)
- Strategic Financial Planning
- Financial Modeling & Forecasting
- Budgeting & Variance Analysis
- KPI & Dashboard Development
- Business Case Development
- Operational Finance
- Executive Reporting & Decision Support
- Cross-Functional Leadership
- Team Leadership & Development