Leading Financial Software 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.

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.

I am a U.S.-focused finance professional with over 10 years of experience in investment analysis, personal finance strategy, and accounting. I founded FinanceIdeas.org, where I publish real-world guides that help individuals and families solve complex financial problems; from retirement anxiety to market panic. My background blends academia, corporate finance, and consulting. I have served as a lecturer in accounting and as a financial analyst supporting strategic decisions in the investment sector. Today, I share my research-backed financial strategies in global media outlets and academic platforms like SSRN and ResearchGate. I specialize in topics such as investment psychology, risk-adjusted portfolio strategies, crypto investing, and behavior-driven financial planning. My goal is to translate timeless financial wisdom into actionable steps anyone can use to build long-term wealth. Need expert insights on crypto, investing, Accounting or financial panic-proofing? Contact me via FinanceIdeas.org or just e-mail me directly at kumartaposbanarjee@gmail.com

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.

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.

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.

Damon Paull, AWMA® - Financial Advisor, Best-Selling Author, Military Veteran As a wealth management advisor and Amazon best-selling author in Money and Business, Damon Paull brings a military precision to financial journalism. His recent collaboration with former FBI hostage negotiator Chris Voss on "Empathetic Leadership" shows he can take complex financial concepts and turn them into stories that resonate with everyone. With over 8 years of industry experience and a background as a Marine Corps veteran and State Department contractor, Damon writes about: • Intergenerational wealth transfer • Corporate benefit plan optimization • Investment portfolio construction • Business succession planning • Veteran financial empowerment • Global market analysis through a geopolitical lens As a Wealth Management Advisor at Cetera Investors, Damon’s expertise goes beyond traditional financial planning. He uses cutting-edge financial technology and analysis tools to bring you fresh perspectives on emerging trends and investment opportunities. His writing style is data-driven with a storyline, making complex financial concepts accessible to sophisticated investors and general audiences. Regular contributor to discussions on wealth preservation, market dynamics and financial technology. Damon welcomes opportunities to provide professional commentary and in-depth analysis for financial publications looking for expert opinions on wealth management and investment strategies. For editorial inquiries or commentary: Damon Paull, AWMA Damon.Paull@ceterainvestors.com 832.535.2286 Glen Allen, VA Available for national and international commentary Cetera Investors. Damon Paull, Wealth Management Advisor. Securities and Insurance Products offered through Cetera Investment Services LLC, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC. 140 EASTSHORE DR. SUITE 105, GLEN ALLEN, VA 23059. 804-346-4670. The opinions expressed are those of the writer, not recommendations of Cetera Investment Services LLC or its representatives.

Finance professional who works with small and medium sized businesses to improve profits, optimise cashflows, improve visibility and reporting, refine processes and develop strategies. The CFO Centre has a proven track record of improving businesses at a fraction of the cost of full-time CFOs.About me: Number Wizard – Chartered accountant with big corporate experience in multiple industries. Skills range from financial analysis and planning to reporting at Board level. Systems Champion – Strong systems and IT skills from Excel to ERP systems Chameleon – Adaptable to different environments and personalities. Big Picture Artist – Able to draw the big picture and tell the story from the numbers.About you: Growing company with new challenges - $5m to $50 turnover Responsive communicators - you get back to me fast Want the big picture interpretation, not just an accounting report. Value teamwork - you want me to be part of the management team. Part-time CFO will work better than full-time

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.

Coastal Kapital LLC is a financial services leader in commercial equipment financing and working capital. We maintain thousands of relationships with business owners, vendors, and manufacturers across the US who value partnerships as well as integrity. Our products at Coastal Kapital LLC include commercial equipment financing, working capital, merchant services, and business consulting. Coastal Kapital LLC was founded in 2007 under the original name Farhat Leasing LLC. Coastal Kapital LLC has also opened many doors for other successful account executives looking to further their careers. We are always looking for motivated individuals to help grow our business and expand their careers. Coastal Kapital LLC has relationships with over 20 funding sources to provide consultative relationships with long term solutions for each of our clients/partners.

As the Head of Marketing & Growth at Logo Infosoft, I drive the digital strategy and execution for a leading software company that provides innovative solutions for SMEs. My hands-on experience with various tools and channels to optimize the customer journey, increase conversions, and boost retention. Previously, I was the Deputy Growth Marketer at Onsitego, where I managed a monthly media spend of $160,000 and achieved a 12% brand uplift every quarter. I also improved the SEO performance of 500+ SKUs and 10,000+ keywords, resulting in a 5.6x increase in traffic. I have worked on 70+ brands across different sectors, such as Reliance Jio, UpGrad, TATA Sampan, and GupShup.I am passionate about learning and exploring new technologies and how they can enhance the impact of marketing. I am always ready for a roller coaster ride and a challenging project. Apart from work, I enjoy watching and reading marketing case studies, binge-watching FRIENDS, and trekking in the Himalayas.

I’m Peter Lai, the Chief Financial Officer at Engage Wellness. I oversee all aspects of the company’s financial management, providing strategic direction to teams in accounting and controls, financial planning, tax, treasury, and investor relations. My role involves partnering with business leaders to execute strategies that drive profitable growth. With over 20 years of financial management experience, I’ve held leadership roles in diverse industries. Before joining Engage Wellness, I served as the CFO for Haven Health Management, specializing in clinical, medical, and psychiatric care for substance use and mental health disorders. I’ve also held financial management positions at Lenovo and ADT Security Services. I earned a bachelor’s degree in accounting and an MBA from Nova Southeastern University.

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.

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.

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.

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.

A counselor and advisor to small and mid size businesses.Specialties and Skills: Professional services, technology, financial and accounting management, financial reporting and analysis, accounting clean up, monthly close, forecasting and budgeting, staff development, cash management, employee benefits, quickbooks pro advisor.

Product enthusiast with over 8 years of experience leading agile product development, integrating AI-driven financial tools, and managing cross-functional teams. Expertise in embedded finance, data enrichment, automation, and business intelligence for banking and finance industries.

I'm a publisher and investor.

Investor, entrepreneur, and founder of Invested Mom, empowering individuals to achieve financial independence and live unrestricted lives. With expertise spanning corporate leadership, wealth building, and content creation, I help others master investing strategies that transform financial futures. Former Tesla executive where I managed billion-dollar revenue recognition and led teams of over 100 people, I successfully transitioned from corporate leadership to entrepreneurship, retiring at 38 through strategic investing in stocks, real estate, and business ventures. Born in Cape Town, South Africa, my entrepreneurial journey began at age 9 selling fudge to schoolmates. Today, I leverage my diverse experience to guide others, particularly women, in breaking free from traditional employment constraints to control their time, resources, and financial destinies. As the author of the upcoming book "Living Unrestricted," I share practical frameworks for wealth creation that anyone can implement regardless of their starting point. My approach combines personal transformation with actionable financial strategies that have helped countless individuals replace their income through investing and build lasting wealth. Co-founder of Penfriend, an AI-powered content creation tool developed to solve the challenges of content operations and management that I experienced firsthand as a business owner. Passionate about democratizing wealth and financial education, I believe everyone deserves access to the knowledge and tools needed to secure their financial future.