Leading Financial Reporting Experts

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.

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.

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.

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.

CEO and Founder of Gulf Business Consulting & Strategies, a Business and Investment Management Firm based in UAE providing professional advice for Leading Companies, Governments and Institutions from all over the World into the Middle East region. In more than 15 years living and working in several countries of the GCC, I have had the honor to advise from Ministers and Diplomats to SME´s owners and Entrepreneurs on how to do business in the Arab World. On the other hand I continued developing my passion and research in neuroscience, psychology, marketing and nonverbal communication becoming and Expert in Consumer Neuroscience. Keynote Speaker on how to do successful business in the Arab World and teaching cross-cultural intelligence. Extremely curious about what's inside the mind and soul of the consumer in the Middle East

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

I am Muhammad Zubair Haroon, Senior Accounts Manager at Crystal Crown Ent LLC in Masqaṭ, Oman, specializing in dynamic financial oversight within the high-stakes airline and travel services industry. My tenure has been focused on driving financial integrity, maximizing operational efficiency, and ensuring stringent compliance. My expertise is built on comprehensive accounting experience, culminating in a focused approach on three critical financial pillars relevant to media commentary and expert features: 1. Mastery in Airline Portal Reconciliation & Revenue Assurance My primary achievement is implementing reconciliation frameworks that have virtually eliminated revenue leakage between GDS/Airline portals and final bank settlements. This involved: Daily Reconciliation Protocol: Establishing a zero-discrepancy protocol for high-volume ticket sales to mitigate financial risk daily. Profit Analysis: Providing granular, ticket-level profit analysis, enabling management to make data-driven decisions on route profitability and commission structures, directly impacting the bottom line. 2. Specialized VAT & Tax Audit Compliance in the GCC Operating in the Gulf region, I possess verifiable competence in navigating the complexities of cross-border financial and tax regulations, a crucial requirement for international travel agencies. VAT Audit Readiness: Consistently ensuring the company remains in a perpetual state of audit readiness for VAT returns and international tax filings. Compliance Strategy: Developing and managing financial compliance strategies that align local Omani regulations with international transaction standards, minimizing penalty risks. 3. Strategic Financial Reporting & Operational Efficiency My role extends beyond mere reporting; I am a strategic partner who translates complex financial data into clear, actionable business strategies. Reporting Excellence: Producing accurate and timely daily, monthly, and quarterly financial reports that serve as the foundation for executive decision-making. Fast-Paced Environment: Thriving in a high-pressure environment to ensure financial accuracy is maintained without compromising the speed of business transactions. Contribution to Growth: My ability to provide clear financial oversight directly supports the organization's growth initiatives and ensures fiscal health

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.

Over the past 12 years of my career, I've worn many hats in the world of finance - from working within the Fortune 100 to building a startup's finance department from the ground up, advising small businesses, and serving as a board member for non-profit organizations. This diverse experience has given me a comprehensive financial management perspective across various sectors, including Telecom, Entertainment, and Construction.With a Master's Degree in International Business and continuous self-development from institutions like Columbia and the University of Florida, I have honed my ability to use finance and data to transform operations, stimulate growth, and enhance profitability. I am known for swiftly adapting to changing situations, partnering with operation executives to drive value, and executing transformation initiatives, including digital finance.

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.

I partner with visionary executives to deliver on their strategic goals without taking unnecessary risks or substantial upfront investments.With 20+ years of driving financial intelligence and business transformations, I’ve helped private mid-sized companies across diverse industries overcome their most complex challenges and solve problems that others could not. EXPECT WHEN WORKING WITH ME *

Publisher and founder of My Accounting Course, an online learning company that teaches accounting, business, and finance to over 2.5M students each month.

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!

Expert management of all operational phases: projects, relation management/consultations, sales, marketing, underwriting, analysis, HR, networking, Salesforce.com administration, and leadership organization. Tactical management and leadership addressing full-scale company operations and administration on a daily basis. Skillful leadership and administration of underwriting department operations and personnel. Organize and direct internal sales department. Ensure leverage and growth of the company’s sales accounts providing recruitment, processes support, and direction to new and existing Independent Sales Offices. SpecialtiesSalesforce.com Certified Administrator | Management | Operations | Loan Underwriting | Project Management | Sales | Payment Processing | Merchant Services | Strategy | Technology | Software Design |

Nauman Poonja is a seasoned financial executive and Certified Public Accountant who serves as CEO of Accounovation, a specialized consulting firm focused on providing fractional CFO services and comprehensive accounting solutions to manufacturers and growing businesses. With his MBA from the University of Houston's C.T. Bauer College of Business and a Bachelor's degree in Accounting from UT Dallas's Naveen Jindal School of Management, Nauman combines deep financial expertise with practical business acumen. Since founding Accounovation in 2020, Nauman has dedicated his career to helping small to mid-sized manufacturers maximize cash flow and profits by providing them with the tools and insights needed to understand their financial numbers. His firm operates as a virtual accounting department, delivering services at a fraction of the cost of traditional in-house accounting teams while maintaining the highest standards of financial management.

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.

Senior finance and operations executive with a background spanning a variety of industries, including SAAS software, ed tech, healthcare services, advertising/marketing services, and retail. Focused on optimizing people, processes, and systems to support rapid growth. Having been a Controller, FP&A leader, and CFO, deeply knowledgeable in all areas of accounting and finance, including day-to-day accounting and processes, financial systems, buy-side and sell-side M&A, financings, capital raises/recapitalizations, and international operations. Extensive experience managing areas such as Human Resources, Facilities, Data & Analytics, Project Management, and Technology Infrastructure. Very experienced with leading high-growth private equity-backed companies with revenues in the $10M-$300M range and have led multiple companies through successful exits.

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.

## Strategy ## ● Valuation Models, business proposals, M&A ● Multiple Entity Integrations ● FX & Hedging Strategies ● Banking, Treasury Management, cashflow and funding ● Business Strategy, Process improvements, Automation ● Tax reviews, transfer pricing and re-organisation of entities ● Stakeholder engagement and team management ## Financial and Management Reporting ## ● Management Accounts, FP&A and financial statements ● Multi-currency complex consolidations ● External and Internal Audits ● UK and US GAAP ● IFRS ● Forecasting and Budgets ● Reporting to PE, Listed entities and owner managed ## Systems and Process improvements ## ● Implemented and improved processes, policies, and financial controls ● Hyperion HFM, Oracle & S/4Hana SAP ERP Implementation and improvements ● Implement BI Business Intelligent and bespoke systems