Craig Pouliot

Years of Experience

22 years


Franklin Pierce University
B.S. in Accounting and Computer Science

Industry Expertise

Biotechnology, Software, Business Services, Manufacturing, Healthcare

Craig Pouliot

Managing Director – Advisory

Craig brings over 22 years of financial planning, analysis and execution to WilliamsMarston. Since joining WilliamsMarston, Craig has advised clients in the financial services, biotechnology, technology, consumer goods and software industries. He has advised clients on building a repeatable and efficient planning process, customer acquisition profiles, working capital planning, restructure and synergy analyses, and simplifying the reporting structure to deliver high quality analysis in a shorter amount of time to enable executive decision making. He also has had experience in an interim Head of FP&A role.

Prior to joining WilliamsMarston, Craig ran a boutique FP&A advisory firm where he was engaged by public and private company clients across a wide range of industries and business stages. Most recently, he was engaged by two private software and services companies to rebuild the planning, analysis, and reporting processes to support a bridge financing and Series D funding round. In this role, he enhanced the management and external reporting packages, forecast, and dashboard, driving shorter monthly close and forecast timelines.

Throughout his career, Craig has either led or contributed to financial functions with multiple stakeholders, whether it be executive management, private equity investors or the public markets. He has managed employees in various countries, led global cost reduction efforts, developed or revamped KPIs and drove efficient and effective finance functions to improve decision making and corporate performance. He is an expert across several FP&A and database platforms to model business performance and inform strategy.

Craig has held various internal senior-level finance roles of increasing scope and responsibility at public and private companies alike, including Vistaprint, GFI Software, Acronis and AspenTech. Craig started his career at Sharp Healthcare in San Diego.

Craig received his Bachelor of Science from Franklin Pierce University with a dual concentration in Accounting and Computer Science. Mr. Pouliot also attended San Diego State University’s MBA Entrepreneurship Program, representing SDSU as one of five graduate students at the Venture Capital Investment Competition (VCIC).