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.

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 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.

Rishi Upple, FCMA, is a UK based commercial finance leader with over 20 years’ experience shaping strategy inside global blue-chip organisations. With a BA in Economics and Fellowship of CIMA, he operates at the intersection of numbers, narrative, and decision-making. Known for bringing clarity where complexity dominates, Rishi focuses on commercial insight, performance optimisation, and helping leadership teams make better calls under pressure. His approach blends rigorous financial thinking with real-world pragmatism; grounded, human, and outcome-led. Beyond the spreadsheet, his work explores leadership resilience, personal performance, and how finance leaders can create momentum without burnout; commercially sharp, but culturally aware.

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

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.

I founded Commercial Funding Partners in 2012 with a clear mission: build a performing portfolio of customers who return because we treat them right and help them grow responsibly. After six years at a competitor and seeing how customers were often handled at deal end, I knew there was a better way to do business in commercial equipment finance. We’re a national direct lender with capacity from $250,000 to over $100 million per project, serving manufacturers, contractors, healthcare providers, transportation companies, and others across the U.S. What sets us apart is speed paired with judgment. Our small, senior-level finance committee allows us to make decisions quickly—often the same day—and months faster than SBA processes, where time value often outweighs minor rate differences. We listen to the story behind the balance sheet and underwrite context, not just numbers. We structure real-world solutions through progress funding, 100% project financing, sale-leasebacks, and tax-aware terms that banks often can’t provide. We don’t do deals we wouldn’t sign ourselves. Over 40% of our business comes from repeat clients, many with long-standing relationships that improve with each transaction. I’m active in industry leadership with ELFA, NEFA, and AACFB, where I chaired the Education Committee for four years and received the President’s Award. Before CFP, I worked at IBM and helped manage and grow Plumbers Supply Company through its acquisition by Wolseley. I hold a BS from the University of Utah and an MBA from Westminster College. Our goal is simple: be the first call for our customers and help great businesses grow smarter and faster.

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.

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.

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.

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.

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.

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.

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.

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.

Seasoned entrepreneur with over 16 years of dynamic leadership in the software industry, specializing in Next-Gen Fintech solutions. Proven track record of delivering innovative products that revolutionize financial services. Passionate about driving technological advancements and empowering businesses to thrive in the digital era. Committed to fostering strategic partnerships and delivering unparalleled value to clients worldwide. Let's connect and explore opportunities to shape the future of finance together.

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.