Recognized Financial Analysis Leaders 2025

Doug Perry is a visionary leader known for inspiring exponential personal and professional growth. He is the Managing Partner of Qual-Cap, a borrower centric boutique mortgage brokerage focused on client's financial goals, providing innovative real estate financing solutions and education. Doug has held senior leadership positions at ArchWest, Temple View Capital, Citadel Mortgage Services, 5 Arch, PennyMac, IndyMac, Countrywide Financial and Privlo, a pioneer fintech Non-QM start up. He is a recognized mortgage finance industry expert featured in segments on CNBC, CNN, Fox News, USA Today, US News and World Report, and the Wall Street Journal. Doug has a BA in Business Economics from the University of California at Santa Barbara.

Diverse experience including international senior financial leadership roles at private and public companies, leading strategic financial planning and forecasting, operational accounting, annual budgeting, mergers and acquisitions and building and developing top talent.Joined AvidXchange in 2017 as the Chief Financial Officer. Previously CFO at Quantros, a software-as-a-service (SaaS) company in Greenville, S.C., that offers an enterprise-wide suite of applications that helps hospitals better manage the quality and safety of patient care. Prior to Quantros, was the Senior Vice President of Finance for BenefitFocus, a leading SaaS provider of benefits administration software and solutions, and the CFO for the International division of Blackbaud. Began career as an auditor at KPMG. Received bachelor’s degree in Accounting with honors from the University of South Carolina.

Specialties: Deal structuring, Credit analysis, Credit Risk, Product design, Fintech, SME Finance, Alternative Finance, Merchant Cash Advance, Business Loans, Financial Due Diligence, business valuations, dispute resolution, accounting reconstruction, data analysis and interrogation, Advisory services, Tax advice and structuring, flow of funds analysis, Litigation support, Forensic/Fraud Accounting investigations.

I’m Peter Lai, the Chief Financial Officer at Engage Wellness. I oversee all aspects of the company’s financial management, providing strategic direction to teams in accounting and controls, financial planning, tax, treasury, and investor relations. My role involves partnering with business leaders to execute strategies that drive profitable growth. With over 20 years of financial management experience, I’ve held leadership roles in diverse industries. Before joining Engage Wellness, I served as the CFO for Haven Health Management, specializing in clinical, medical, and psychiatric care for substance use and mental health disorders. I’ve also held financial management positions at Lenovo and ADT Security Services. I earned a bachelor’s degree in accounting and an MBA from Nova Southeastern University.

Jeffrey Barnett is a fiduciary financial advisor with over 30 years of experience, specializing in growing wealth, tax optimization, and retirement security. Jeffrey created and manages Fintegrity , an independent, fee-only, fiduciary Registered Investment Adviser (RIA) to serve clients who reside in the United States. At Fintegrity , we create unique solutions for each client investing more than $1 million. Our personalized approach ensures precision and care toward meeting your financial aspirations.Call Jeffrey at (201) 266-6829 or email Jeff@Fintegrity.com for a complimentary consultation. Let us help you secure your financial future.

I’m a bit of an oxymoron: a “numbers person” with a passion for people. Born and raised in the United States, after completing undergraduate and graduate degrees in Economics and Finance, my love of culture and new experiences led me to London to pursue a career in investment banking with a particular interest in the Consumer and Technology sectors. I love to connect with like-minded professionals throughout the financial services industry and more broadly. Please do not hesitate to reach out.

Hi, I’m Wassia [Pronounced Wa-see-Ya] I help finance and accounting professionals become the kind of leaders people enjoy working with, not just the ones who know the numbers. I’ve spent over 15 years leading finance teams across different industries, from manufacturing to tech to nonprofits. I’ve led teams through tough situations like layoffs, big growth, system implementations, and everything in between. Now I teach what I wish someone had taught me earlier: - How to see the bigger picture, - How to build influence and credibility, - And how to evolve from a technical expert to strategic business partner. Here’s how I do that: - I speak at conferences and company events - I teach with partners like Wharton Online, The AICPA and The AFP. - I share real-world stories in my podcast and newsletter, The Diary of a CFO. - I have created a leadership program to help mid-career FP&A and accounting professionals reach the executive level (i.e. VP, CAO, CFO). If you’re trying to grow as a leader, or help your team do the same, I’d love to connect. WassiaKamon.com Info@WassiaKamon.com

Skilled in leading cross-functional teams and optimizing business outcomes. Proven track record of enhancing performance and delivering impactful results. Expertise in AI, analytics, and creative solutions.

Private-equity-trained fractional CFO & exit-prep firm for founder-led businesses. We convert to accrual, build MFRs and KPI dashboards, run forecasting, and package for diligence to lift EBITDA and multiples across trades, e-commerce, tech, and professional services. 35+ clients Serial Founder in Health Tech, Veterinary Medicine, Plumbing, CPGs, Consulting, SaaS. Scaled from 0-2MM, sold or stabilized.

Personal Finances, Budgeting, Investing, Crypto, Digital Marketing, SEO, Team Leading, Recruiting, Affiliate Marketing. Biggest strengths are in personal finances, leadership, SEO, link building, recruiting and general communication.

A professional builder, breaker, fixer, innovator, and party starter While my experience and skill set span across a wide range of departments, my professional identify can best be classified as a problem solver. What gets me excited to wake up in the morning is the opportunity to build something that will make others’ lives easier. To create solutions that others may not have thought were possible. To automate tasks that my team members hate doing. I’d like to think of this as making the wildest dreams come true People come first for me, and I strive to make any room I walk into one full of energy, excitement, and passion. We’ve only got so much time in this life, and I believe that whether at work or at home, we owe it ourselves to always keep it lively and fun

I am a family man that enjoys spending time with my wife and son. I am a hardworking individual that believes in doing the job right the first time. In the current company I am in, Veteran Ratings, we help veterans get the VA disability benefits they deserve. We do this by getting veterans with service connected disabilities set up with rating consultants and our private doctor network, to create a fully developed claim for the veteran. We have a 97% success rate with getting our nation's heroes the rating they should have received in the first place. If you would like more information email me at erict@vteranratings.com or call/text me at 619-349-5374. Before Veteran Ratings, my life developed around electronics, everything from repair and troubleshooting, to refurbishment and instillation, on a wide range of products. I still do repair work on the side, but when I found that I could help people in a more beneficial way, I decided to change my career path.

Matt Jude is a CERTIFIED FINANCIAL PLANNER practitioner and Equity Compensation Associate at Rebalance, a fee-only SEC-Registered Investment Adviser (RIA) that provides in investment management and comprehensive financial planning services.Areas of service: Financial Planning, Investment Management, Retirement Planning, Cash Flow Planning, Equity Compensation Planning, Tax Planning, Estate Planning, Education Funding, Insurance PlanningCertified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Experienced M&A Investment Banking professional known for honesty and a strategic approach to business transitions.

With over 20 years of experience in IT and cybersecurity, I am a Senior IT Systems Analyst at Vital Incite, a leading provider of population health solutions. I am responsible for conducting security audits, developing a SIEM solution, implementing cybersecurity best practices, and maintaining a secure IT infrastructure that supports the company's mission and vision.I am passionate about protecting data and systems from threats and vulnerabilities, and I am always learning new skills and technologies to enhance my expertise and performance. I hold CompTIA Security+, Network+, and A+ certifications, and I am pursuing a MBA degree at the University of Illinois Urbana-Champaign.I am also proficient in Microsoft 365, Help Desk Support, and Microsoft Power Platform. I enjoy collaborating with my team and delivering excellent customer service to our clients and users.

Robert Baird is a seasoned financial executive, strategist, and advisor with over two decades of experience spanning private equity, hedge funds, investment advisory, and technology services. As Chief Financial Officer and Partner at MasonMade Ventures, he leads financial strategy across the firm and its portfolio companies—aligning capital planning with operational execution to drive scalable growth and long-term value creation. Throughout his career, Robert has played a foundational role in building and optimizing financial infrastructure for high-growth organizations. He has launched and led his own consultancy, Baird BGS, advising founder-led companies on pricing strategy, revenue expansion, and financial systems design. In prior roles, he led strategic finance initiatives for a cybersecurity firm, drove operational turnaround for a mutual fund and ETF platform, and helped launch a $100M hedge fund—overseeing everything from investor relations and compliance to cash flow modeling and capital structuring. With a reputation for disciplined execution and forward-looking financial leadership, Robert brings a rare blend of operational insight and institutional rigor to every engagement—positioning MasonMade and its portfolio companies for performance, resilience, and sustainable growth.

I am a digital marketing professional with innovative ideas that help businesses to set-up an effective marketing strategy. With a solid understanding of the latest trends and technologies, I am able to develop creative solutions that deliver results. I work closely with my clients to understand their business objectives and develop strategies that align with those goals. Ultimately, my goal as a digital marketing professional is to help businesses of all sizes and industries succeed in the online marketplace. Whether you are looking to increase your online visibility, drive more traffic, and generate more leads, I have the expertise and experience to help you achieve your goals. Key Skills and Responsibilities: SEO (on page, off page), Local SEO, PPC. Website audit, Marketing plan, Monitor SEO efforts and performance Branding, Content marketing, Outreach, eCommerce marketing, Social media marketing Maintain positive reputation of both individuals and businesses. Connect with me to discuss your projects and if you need help with digital marketing strategy.

Redefining beauty isn’t just Samia’s mission, it’s her passion. She is the founder of Lino Cosmetics, home to the Oprah Daily Sun O-Ward, multifunctional skincare honors both your skin and your lifestyle. With a background in finance and entrepreneurship, Samia combines strategy, creativity, and purpose to build brands with impact. From raising capital to raising kids, she knows the power of building with both integrity and heart.

There is an interesting phenomenon being on the receiving end of a sales meeting when you spend so much time trying to do just that, it's a tough job to be sure and it is so easy to see what the difference makers are doing that seperate them from their peers. What amazes me is when there is a top notch service but it's ruined by a below average, sales rep. If you've ever been there - we should talk!