Top Financial Planning and Analysis Experts

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

My leadership philosophy is hinged on accountability, transparency, and foresight. I believe the very best leaders create systems that let others move with confidence. Whether it be modernizing FP&A platforms, optimizing treasury and controllership functions, or leading M&A integrations, my approach to any business challenge will combine analytical precision with human understanding. A certified CPA and CFE, trained in PMP and Six Sigma, I bring both rigor and empathy into leadership. For me, true financial leadership is about the design of operating models that allow others to perform at their best In every engagement, I try to redefine what finance can mean for a business, operating with a strategic compass guiding every decision, measuring progress toward goals, and driving growth. When finance serves as a source of direction and stability, organizations move more quickly, teams align more effectively, and transformation becomes both achievable and sustainable.

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.

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.

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.

Filip is a CERTIFIED FINANCIAL PLANNER™ with almost two decades of financial services experience. He started his career in the retail banking environment - first as a bank teller in high school before moving on to a banker role at JP Morgan Chase after graduating college. In this capacity, Filip educated and assisted a diverse mix of personal and business clients with core financial needs including banking, investments and lending. After, he transitioned to UBS and developed a strong foundation around investment research early on and comprehensive planning later, acquiring his CFP® in 2017. With this base, Filip then moved to TIAA to work with mostly late career accumulators, pre-retirees and retirees. This is where his passion for holistic planning really took off and led him to Facet, where he was able to apply his experience and knowledge to everyone at different stages of life. Additionally, he became an expert in strategizing around niche components of planning like equity compensation, employee benefits and more. Fast forward to the current day, Filip owns and operates Benzina (an independent RIA) where he can focus his diverse skill set, perfectionist nature and all resources on creating a high quality, detailed financial plan for mid-career professionals. Growing up in New York, Filip now considers the Gulf Coast of Florida his home base alongside his wife, Stephanie and their cat, Olivia (who really runs the household). Their values include spending time with family (even if it means a quick turnaround flight to NY), traveling to gain exposure to different cultures around the world, and staying active (with hiking and skiing at the top of the list). Daily free time is occupied with reading, listening to a podcast, hitting the gym or going on a long drive together.

James Vanreusel spent 8 years with a Wall Street investment bank. He generated around $8 Million in annual sales through his relationships with hedge and mutual funds, before moving into private equity and asset management. After leaving Wall Street, he became a CFA Charterholder and went on to found three microfinance banks in the South Pacific. He also created a holding company based in Singapore that delivered growth at 600%. In 2014, he moved to San Francisco and set up Vanreusel Ventures: a team of CFO consultants and financial analysts, working with for-profit and non-profit clients across the US. They help emerging companies to grow and scale, by building teams and systems that will expand with the business. All while developing the finance skills and mindset of the CEO. The result is a framework to see the business through the early years, in readiness for its first full-time CFO. The #1 Key To Creating A Thriving Business is James’ first book – drawing on the first 20 years of a career that’s taken him deep into the world’s financial markets. Here is a link for your free book: https://vanreuselventures.com/free-book/

Innovative Strategy and Finance leader with a deep understanding of how to drive real results through the effective use of Analytics, Decision Science and Technology. I have experience in a wide domain of industries including, Manufacturing, Technology, Healthcare, Insurance, Banking and Finance.

Jonathan attended the University of Arizona where he earned a degree in Finance, minoring in History. Upon graduation he started his professional career at IBM, eventually finding his way to New York City, where he lived and worked for over a decade. Jonathan returned home to Arizona to earn his Master’s in Global Management from Thunderbird, graduating with honors (Beta Gamma Sigma, Pi Sigma Alpha). Throughout his career Jonathan has managed global and domestic finance teams both for startups and Fortune 500 companies, including McGraw-Hill, Standard & Poor’s and Kaplan Test Prep. When he isn’t crunching numbers, he loves traveling, riding motorcycles and cheering on his alma mater’s basketball and football teams.

Matt Layton is a senior consumer analytics executive, economic analyst, and civic thinker focused on how financial pressure, institutional design, and public narrative shape real-world outcomes. He currently serves as Senior Vice President of Analytics & Business Insights at LegalShield, where he leads large-scale analytics programs and is the architect and primary voice behind the Consumer Stress Legal Index (CSLI), a real-time indicator built from millions of legal service inquiries that track household and small-business financial strain across the United States. Matt’s work sits at the intersection of data, governance, and public understanding. He is regularly cited in national media for insights on consumer debt, bankruptcy trends, affordability pressure, and the growing gap between headline economic indicators and lived experience. His analysis emphasizes early signals, feedback loops, and the ways institutions succeed—or fail—at learning before stress becomes crisis. In parallel, Matt is the founder of The Layton Lens and LASO (Layton Analytics, Strategy, and Outlook), a platform and advisory practice dedicated to translating complex economic and political dynamics into actionable intelligence for leaders, organizations, and communities. His writing and briefings focus on consumer and small-business stress, adaptive governance, and the narratives that shape public trust and decision-making. Across corporate leadership, public service, and independent analysis, Matt is known for combining rigorous data with clear judgment—grounded in the belief that strong institutions, like strong democracies, endure not through certainty, but through learning.

Hello. I am CFO with 20+ years of turning finance into a growth engine. Ranked among the TOP 3 CFOs in Ukraine (2022, 2023) and Member of the Expert Council at the CFO Forum. I’ve worked across multiple industries – from global tech companies to large industrial groups – helping leaders make better decisions through clear, actionable financial insight. I make complex financial topics understandable, translating numbers, forecasts, and strategies into insights that resonate with a broad audience. My experience allows me to offer an inside view of how business decisions are actually made – from managing risk and investment to leading organizations through uncertainty and transformation. My perspective connects finance with leadership, ethics, and real-world impact. For me, finance stoped being only reporting the right numbers and cutting costs. It is about shaping what comes next – responsibly, transparently, and with long-term value in mind.

With a blend of business acumen and certified financial coaching, my role as Founder at Personal Financial Strategy centers on guiding individuals to financial empowerment. Leveraging years of expertise in debt resolution and new business development, I consistently deliver tailored solutions that resonate with the needs of working families.My specialty is: effectively using resources to alleviate financial stress. My "School of Hard Knocks" lessons learned, combined with a strategic approach to personal finance management, have enabled me to significantly impact lives by streamlining processes and improving financial well-being.

Damodhar Mata is a Dubai-based financial advisor who is often quoted in Gulf News on topics related to financial planning, investments, and insurance. He provides guidance on budgeting, saving, and investing, particularly for UAE residents. He has also been featured in other publications like Khaleej Times. Here's a more detailed look at his work: Financial Planning: Damodhar Mata specializes in holistic financial planning, investments, and insurance. Budgeting and Savings: He offers advice on how to manage finances, create budgets, and save effectively, especially for those living in the UAE. Overspending in Dubai: He has commented on the issue of overspending among some UAE residents, particularly due to factors like discount offers and easy access to credit, according to a Gulf News report. Home Insurance: He has also discussed the importance of home insurance for homeowners in the UAE. Regularly Featured in Media: His insights are regularly featured in Gulf News and Khaleej Times. Nexus Insurance Brokers: He is a senior consultant at Nexus Insurance Brokers.

Strategic Corporate Finance - previously with Harvest Health and Recreation, Inc., & now currently with The Pharm and Sunday Goods Valuation Analysis / Financial Consulting - Kotzin Valuation Partners Arizona State University - M.S. Finance Key traits: Prepared Results-driven Accountable Skills: Financial Analysis, Complex Problem-Solving, Critical Thinking, Communicating, and Team-based Projects

With over 17 years of experience in analytics and marketing, I live by the belief that "Data Inspires Strategy." I’ve built my career on transforming complex data into strategic direction - designing analytics frameworks, operational processes, and measurement systems that power business growth. As Vice President of Analytics at January Digital, I lead a multidisciplinary team of data engineers, scientists, and analysts dedicated to unlocking value from data. Our work spans media mix modeling, attribution, predictive modeling, and experimentation - all underpinned by emerging AI capabilities. Today, I’m focused on integrating AI agents and generative intelligence into analytics workflows to enhance insight generation, automate reporting, and elevate decision-making speed and quality. Beyond my role at January Digital, I’m passionate about developing future analytics leaders. I teach as an adjunct instructor at SMU and serve on both the Women in Leadership Advisory Council and the AMA DFW Executive Board as EVP of Analytics. My goal - in every setting - is to bridge data, technology, and strategy to shape smarter, more resilient organizations.

Director of Investment Research and Portfolio Manager at a Registered Investment Advisor with specific expertise in asset allocation, fixed income, equities, third-party manager due diligence, risk management, and financial planning. Well versed in ESG and mission-driven investing and analysis. Successful record of maximizing portfolio returns and profits through well developed financial research and quantitative analysis, project management, and client development. Experienced volunteer at nonprofit organizations. CFP certification and Wharton MBA.

I am the founder of Bayview Financial Group and have been in business since 1998. We offer wealth management, retirement planning for Canadians and we also have an employee benefits division where we act as benefits consultant and broker for small and medium sized Canadian employers.

https://www.commonwealthfinancialgroup.com/licenses

Frank B. Prempeh II is a global business executive, AI strategist, and polymath operator known for building, scaling, and advising high-growth ventures across BPO, AI, analytics, no-code, outsourcing, and digital infrastructure. He is the CEO of Corpshore Solutions, a multi-continent BPO and IT Outsourcing firm delivering talent, operations, and technology solutions across North America, Europe, Africa, Asia, and the Middle East. With a background spanning strategy, operations, sales, AI systems, analytics, and platform architecture, Frank specializes in designing cross-disciplinary business systems that fuse technology, human capital, and execution frameworks. His work focuses on helping companies reduce cost, increase speed, and build operational leverage through outsourcing, automation, AI integration, and global delivery models. Frank is also the founder or driving force behind multiple ventures including Yo! No Code (AI + no-code app studio), Inkscribe AI (OCR and AI-powered document intelligence platform), Lemeister (sports analytics and AI performance engine), and Alquarism AI (AI strategy and talent solutions). Across these platforms, he operates at the intersection of AI, product, growth, systems design, and global workforce strategy. Known for his contrarian thinking and strategic depth, Frank frequently writes and speaks on topics such as AI disruption, polymathy, outsourcing economics, global talent arbitrage, automation, power dynamics in business, and the future of work. His perspectives combine historical insight, game theory, military strategy, and modern technology to deliver unconventional but highly actionable business intelligence. Frank works with founders, executives, investors, and enterprises seeking to build durable advantage in an era of AI, automation, and global competition. His expertise is regularly applied to market entry strategy, operating model design, revenue architecture, AI adoption, outsourcing transitions, and large-scale execution. Areas of Expertise: AI Strategy and Automation Global BPO and IT Outsourcing Business Strategy and Growth Architecture No-Code and AI Product Development Operations and Systems Design Global Talent Models and Workforce Strategy Analytics, Optimization, and Performance Engineering Market Entry and Expansion Strategy Founder and Executive Advisory