Leading Financial Reporting Experts

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.

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.

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.

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!

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.

For over 30 years, Jim has been a change agent in the nonprofit and public sectors. Just recently, he finished his 7th interim executive position. Jim was the Interim CEO of the Yerba Buena Center for the Arts, a visual and performing arts center in the heart of the cultural and convention district of San Francisco. There, he helped reduce a projected $4M deficit to $600k surplus and built back trust with the staff after a major public relations crisis. Previously, Jim was the Interim CEO of Downtown Streets Team, a nonprofit rated as one of California’s top five evidence-based best practices in transitioning the homeless to self-sufficiency. Over 18 months, he turned an $800,000 deficit into a $500,000 surplus while also paying off a third of their debt. Previously, he served as the interim executive director of five other nonprofits. His additional positions include acting as the Chief Communications Officer for the American Red Cross in Colorado, the interim Chief Operating Officer for More than Me (an international nonprofit for girls in Africa), and the Chief External Relations Officer for the Minnesota Zoo. In addition to his nonprofit work, Jim is passionate about good government. Jim was the VP of Strategy at CivicMakers, a San Francisco government innovation consultancy. There, he co-facilitated a three year strategic roadmap for the City of Hayward and designed process improvements for over 40 internal procedures for the City of Berkeley. As a 2014 Humphrey School Policy Fellow, 2013 White House Innovation Fellow finalist, and winner of the 2012 Minnesota Idea Open, he has been recognized for excellence within the public sector. Jim holds a master’s degree in public policy from Duke University and a bachelor’s degree in political science and communications from the University of Pennsylvania.

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

I am the CEO of indinero, a leading provider of financial services and advisory to businesses of all sizes and stages. With over 25 years of experience in technology and risk management, I have a proven track record of delivering state-of-the-art solutions, executing strategic growth initiatives, and leading successful mergers and acquisitions. My mission is to help entrepreneurs achieve financial clarity and scale their operations, by offering them a range of services, from payroll and taxes, to accounting and bookkeeping, to high-level strategy and financial modeling. I also leverage my electrical and electronics engineering background and my expertise in cloud services and innovations to ensure that our clients benefit from the latest best practices and industry standards. Whether they need a dedicated finance team, a seasoned CFO, or a smooth transition to in-house operations, I make sure that indinero is their trusted partner and advisor.

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.

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

As the Head of Finance and Accounting at Lineal, a leading provider of outsourced finance and accounting services for SaaS, Ecommerce, and other high-growth businesses, I oversee a team of seven professionals who deliver high-quality, timely, and strategic solutions to our clients. With over 11 years of experience in corporate accounting, audit, and tax, and a CPA license, I have the expertise and the credentials to handle complex and diverse accounting challenges and opportunities.My core competencies include financial project management, close process, quarterly reviews, intercompany consolidation, capitalization of software costs, audit and tax compliance, and ERP system implementation and transition. I have successfully supported the growth of several high-growth SaaS clients, including Enfusion, where I led the accounting system upgrade to Oracle Netsuite and prepared the company for IPO. I am passionate about delivering value to my clients and my team, and I constantly seek to improve processes, systems, and outcomes.

I’m a Product Executive with over 20 years’ experience in SaaS, consulting, credit risk, transport & infrastructure, and other heavily regulated industries. I’m passionate about improving corporate culture, and enjoy rethinking what’s required for today’s firms to remain successful and continue to attract talent.I’ve worked across multiple countries, leading AGILE teams across start-ups to large global enterprises. I believe in using tangible and measurable results to drive change that creates value and generates revenue.More recently, I:o Grew product revenue 1200% in less than 2 years (Telstra)o Devised consulting service 'wrappers' to enhance my product offerings (Telstra)o Grew product revenue $4M to $13M & channel revenue $6M to $18M (Equifax)o Increased customer base 4000% in 5 years (Equifax)o Expanded a single solution to over a dozen industry solutions across A/NZ (Equifax)

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.

I am the General Manager of Uniwide, an international corporate service provider with headquarters in Dubai, United Arab Emirates, and offices in the Seychelles and London. I lead a dedicated team that registers companies in the UAE, Hong Kong, Seychelles, the British Virgin Islands and over 30 other jurisdictions. We offer tailored business solutions, including company formation and comprehensive compliance support for global entrepreneurs. I am committed to streamlining corporate registration so that my clients may focus on expanding their international ventures.

Our team at Integrated Finance & Accounting Solutions excels in guiding federal financial management, honing a speciality born from 17+ years of dedication to efficiency and accountability. We leverage analytical skills and process improvement to ensure that government programs operate with peak fiscal precision.Our mission is to empower government agencies to achieve their goals effectively, underpinned by robust financial strategies and systemic integrity.

A seasoned professional with over 30 years experience helping both SME's and larger corporates adding value to financial, operational and commercial challenges by working closely with CEO's, PE and other key executives. * ACA (SA) ex Ernst & Young, South Africa* Advising C suite* Working with Private Equity* Mergers and Exits* Investment decks and financial projections* Strong tech, financial services, real estate & SAAS experience* UK and extensive International experience* 'Fire fighting' and turnarounds* Hiring, training and motivating finance teams.* Reorganisation of accounts departments* Automation of systems and processes* Systems implementation, Reporting, Forecasts, business plans and KPI's relevant to the business* Implementation of internal controls, budgeting and cash flow forecasting.

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 *