Recognized Financial Analysis Leaders 2025

Mia Ran is a Financial Analyst at Texo Finance, where she plays a key role in managing and supporting financial analysis activities with a high level of accuracy and professionalism.

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.

PAG Financial is a leading alternative investment firm and a trusted partner to over 300 global institutional investors. With a deep-rooted expertise in the Asia-Pacific region and more than $55 billion in assets under management, we leverage a multi-strategy platform to deliver consistent, risk-adjusted returns. By combining global standards with localized market insights, PAG bridges the gap between capital and opportunity, fostering long-term growth and sustainable value for our partners and portfolio companies worldwide. Our Core Financial Services: - Private Equity: Focusing on large-scale buyouts and structured growth investments to help businesses reach their full potential. - Real Assets: Strategic investments and active management of real estate, digital infrastructure, and renewable energy. - Credit & Markets: Delivering flexible financing solutions, private debt, and specialized risk-sharing strategies across market cycles. Wealth & Asset Management: Providing sophisticated investment solutions tailored to the needs of global asset allocators and institutional partners. Visit our website for more info pagfinancia.ca or Contact our team to discuss investment opportunities info@pagfinancial.ca Off: +1(905) 367-0442 Fax: (289) 285 0112

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.

Bestax Chartered Accountants is an FTA Approved Tax Agency and a trusted provider of accounting, tax, auditing, transfer pricing, business setup, and corporate services in Dubai. With nearly a decade of combined experience and offices in both UAE and Canada, we help businesses make smarter financial decisions by calculating the best opportunities for long-term growth. We support startups, SMEs, and large enterprises to ensure their full compliance, and strengthen long-term stability. We are a leading tax consultancy firm in the UAE, offering expert support across VAT, corporate tax, and excise tax. Our team ensures clients remain compliant with evolving regulations while benefiting from strategic tax planning opportunities. Through proactive advisory, we help businesses reduce liabilities and make informed financial decisions. Beyond taxation, Bestax delivers comprehensive accounting and bookkeeping services, including financial statement preparation, payroll management, audit support, and day-to-day bookkeeping. Our commitment to accuracy, transparency, and timely reporting enables business owners to maintain financial clarity and drive sustainable growth. Our audit and assurance services help companies meet statutory obligations while strengthening internal controls, financial transparency, and operational efficiency. Bestax also specializes in global company formation, assisting entrepreneurs and investors in establishing businesses in the UAE, Panama, Cayman Islands, Seychelles, Canada, the USA, and beyond. From trade license issuance to visa processing, PRO services, and digital bank account opening, we manage the entire setup process. Our cross-border expertise enables us to support clients with multi-jurisdictional structuring and international compliance requirements. Additionally, we provide advanced services such as transfer pricing, empowering businesses with centralised and fully compliant financial operations. At Bestax, we are more than a service provider we are a long-term partner committed to delivering solutions that enhance efficiency, strengthen compliance, and support sustainable growth in the competitive global market all under one roof.

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 an attorney, CPA, and software engineer helping entrepreneurs start, grow, manage, and exit their ventures. In addition to my law practice, I also teach Business Law to undergraduates at Florida Gulf Coast University. I have served in operations and finance with the world’s largest accounting firm, airline, and bank. I chose to pivot to pursue law as my next profession and am admitted to The Florida Bar and the State Bar of Texas. I completed my Juris Doctor on full tuition merit scholarship. While in law school, I served on the Law Review Editorial Board where my monograph—Transhumanism: Morality and Law at the Frontier of the Human Condition—was selected for publication. I passed the Florida Bar Examination in July 2022 and the Texas Bar Examination in February 2023. Following my J.D., I completed the Real Property Development LL.M. program at the University of Miami School of Law. I hold active CPA licensure in Florida and Texas and undergraduate and graduate degrees in accounting and taxation, respectively, from Southern Methodist University in Dallas. Before my career in law, I developed business intelligence and reporting on commercial banking clients in the Dallas and Chicago offices at JPMorgan across a variety of industry verticals—with a special emphasis on FIG and CRE clients. Previously, I supported capital investment decision-making and financial reporting for the commercial real estate, security, and legal divisions at American Airlines at their headquarters in Fort Worth. Prior to that, I founded Food on the Fly, a data mining and logistics startup leveraging mobile connectivity and transactional analytics to deliver premium meals in-terminal to transiting, time-constrained air travelers. My work on this venture continues. Before making the jump to the entrepreneurial realm, I began my career in the private equity and financial services tax compliance and consulting practice (“SALT-FS”) at PricewaterhouseCoopers in their Dallas office where I engineered solutions to more effectively serve VC/PE clients including Texas Pacific Group, Goldman Sachs, and others. I also hold the Certified Management Accountant, Certified Internal Auditor, Forensic Certified Public Accountant, Certified Information Systems Auditor, Certification in Risk Management Assurance, and Certified Fraud Examiner credentials. In my spare time, I explore the taxation and novel applications of virtual assets. I also serve as a mentor for university-age creators. I divide my time between sunny South Florida and Dallas, Texas.

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.

As CFO of Jacadi Paris North America, I bring over a decade of financial and operational leadership across international retail, with a proven track record in turnaround strategy, cross-border expansion, and high-stakes acquisition negotiations. Originally from France, I’ve overseen the strategic transformation of Jacadi’s U.S. operations, rebuilding financial infrastructure, scaling omnichannel operations, and leading the U.S. division through its most profitable years on record. I specialize in U.S. retail market entry, operational cost restructuring, and driving performance in underperforming store networks. My leadership has directly contributed to multimillion-dollar revenue recovery, margin expansion, and the positioning of Jacadi as a premium children's retail brand in the American market. I’m passionate about helping European brands succeed on U.S. soil through data-driven finance, culturally adapted strategy, and relentless operational precision.

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.

Rohan Desai – BI Analyst | Data Analytics | Healthcare Technology Results-driven Data Analyst / BI Developer specializing in healthcare analytics, data visualization, and revenue cycle management (RCM). Proven expertise in data regression modeling, business intelligence (BI) solutions, and process automation to enhance operational efficiency and decision-making. Passionate about leveraging data-driven insights to solve complex business challenges. Expertise: Business Intelligence (BI) | Data Modeling | SQL | Power BI | Tableau Healthcare Revenue Cycle Management (RCM) | Financial Analytics Cloud Computing (Azure) | Big Data Processing Publications: Published 7+ research papers on Healthcare Technology & Analytics Medium Page: https://rohan-desai.medium.com/

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.

Burton Hollifield is the PNC Professor of Financial Economics at the Tepper School of Business at Carnegie Mellon University. Hollifield has taught courses in Investments, Corporation Finance, Portfolio Management, and Fixed Income at the Graduate and Undergraduate programs at Carnegie Mellon University and the University of British Columbia. He has won the George Leland Bach teaching award in the MBA program and the Undergraduate Teaching Award at Carnegie Mellon University. Professor Hollifield has served on the editorial boards of several academic journals including the Journal of Finance, Review of Economic Studies, Review of Finance, Journal of Financial Intermediation, Journal of Economic Dynamics and Control, and Management Science, and is a board member for the Carnegie Rochester NYU Conference on Public Policy, and is  the opast President Elect at Western Financial Association. Professor Hollifield's research interests include portfolio theory, market microstructure, bond microstructure, and dynamic asset pricing theory.

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.