Recognized Financial Analysis Leaders 2025

Laila Khalifa is a specialist in risk management within financial markets. With a background in finance and risk analysis, Laila helps traders develop effective strategies to mitigate risks. Her expertise lies in position sizing, stop-loss strategies, and comprehensive risk assessment, ensuring balance and safety in trading.

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.

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.

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.

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.

Larry has over 35 years of industry experience in high tech, home care and Indirect Spend reduction consulting. Having worked at various high tech companies including Data General Corporation (now Dell Technologies) and Lucent Technologies (now Nokia) in his early career, owning and managing a Home Care company in his middle career and now owning and operating a Cost Reduction franchise, Larry has gathered experience and deep skills working with individuals, small and medium businesses and Fortune 100 business executives. His nation-wide clients span multiple industries including automotive, restaurants, schools, hotels & hospitality, healthcare, manufacturers, REITs and even bicycle shops. Larry provides his clients with strategies for long-term sales growth and analyzes and implements cost reduction programs that provide for mid-line expense reduction and bottom line growth and profitability.

Strategic and results-driven business, growth & commerce leader with 14+ years of international experience across different industries, including tech and fintech. Successfully launched 8 international businesses and start-up companies (Fintech, GenAI, E-com, Biotech, Commodity trading, ML PaaS, etc) in 15+ countries and in complex jurisdictions. Co-issued Visa debit cards for 300k users, structured bank–fintech P&L mechanics. Brought a biotech startup from 0 to $1.5M ARR international revenue in 9 months during COVID with zero marketing budget. Launched international cross-border B2C e-com for 100M users. Managed and advised on AI, ML and Data strategy 60+ enterprise clients within 10 countries, including F500 companies, e.g. KPMG, DELL, IBM and 100+ startups. Fundraised 1M+ from tier-1 VC around the world. Adept at fostering relationships, driving revenue growth, and leading cross functional teams to pursue and achieve excellence. Fluent in 4 languages (English, Mandarin Chinese, French, Russian).

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.

As a recognized financial leader and one of the Top 25 Software CFOs of New York for 2025, I bring over 20 years of experience in driving strategic financial transformation, building resilient infrastructures, and leading high-performing finance teams across global markets. Currently serving as CFO of WiserBrand and PissedConsumer, I oversee financial strategy, multi-system accounting implementation, and operations spanning the U.S., Canada, and Europe. I specialize in aligning financial frameworks with business objectives to ensure long-term scalability, stability, and profitability—even in times of uncertainty. My expertise includes: Strategic financial planning & analysis M&A readiness & execution SaaS and tech-sector financial modeling Cross-border compliance & risk management Leadership in HR and organizational culture I have led enterprise-wide automation initiatives, introduced advanced risk mitigation systems, and built finance departments from the ground up—ensuring transparency, agility, and data-driven decision-making. My background also includes editorial experience in financial media, which enhances my ability to communicate complex financial insights with clarity and impact. Grounded in transparency, accountability, and results-driven thinking, I believe leadership is about enabling growth, fostering trust, and turning numbers into strategy.

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.

Experienced as Technical Sales Engineer, Partner Manager, Senior Developer, Software Architect and Technical Solutions Consultant in digital media, financial services and geospatial industries - from large enterprise organisations to small start-up businesses.Specialties: Azure Cloud technology, Web and Windows application development, Umbraco CMS, geospatial solutions, technical relationship building and management, pre-sales support, requirements gathering and analysis, solutions architecture, web development.

Evan Vitale is a Certified Public Accountant and CFO at Sahara Investment Group and CORE Advisory Partners.

Recent MBA graduate with a deep understanding of finance and economics, nearly ten years of capital markets experience working with some of the world’s largest institutional clients, and refined technical skills. Energetic team player with excellent interpersonal skills and a passion for solving complex business problems. Highlights by category include… Performance Excellence, having won “Team of the Year” on six-person team within line of service consisting of several hundred employees. Relationship Management, having increased broker satisfaction by consistently exceeding performance expectations. Operational Insight, having developed and implemented a VBA program that produced approximately $50 million per month in additional liquidity in order to facilitate greater trade volume and to mitigate risk. Revenue Generation, having added more than $500K in annual revenue by improving one of our processes regarding pricing and overnight investments.

Handling Fire, Marine, Liability, Property, Group medical & accidental, Employee Compensation and Miscellaneous Insurance Underwriting for my current organisation and its subsidiaries.Experience in Motor & Health Claims, Customer Excellence and in both first and last-mile operations. Have Warehouse management experience.Overall experience is 4 year and having Team Leader and Operation Management skills. Always ready to learn new ways and self-motivated.

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.

Experienced Application Development Analyst with a demonstrated history of working in the information technology and services industry. Skilled in Java and Oracle Database, Microsoft Word, Excel and PowerPoint. Adept problem solver and excellent communication skills, both verbal and written. Strong engineering professional with a Bachelor’s Degree focused in Computer Engineering from Vivekanand Education Society's Institute Of Technology.