Morris Stemp

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Morris Stemp is a finance, operations, and technology executive who assists New York area construction, healthcare, tech and SaaS startups and growing companies as an interim and fractional CFO and COO.

He is a dedicated, energetic, and customer-focused leader who leads from behind through his personal core values of creativity, excellence, adventure, and growth. Morris is an International Coach Federation (ICF) certified executive and leadership coach with an action-oriented, mentorship mindset. His unique, performance-oriented W@CKi “red glasses culture” focused on Wisdom, Accountability, Creativity, Knowledge, and Innovation drives highly engaged teams to achieve high levels of business growth.

Morris is skilled at recognizing patterns, understanding operational flows, and integrating systems into existing work environments. He has distinguished himself as a nationally recognized expert in the selection, evaluation, and implementation of integrated accounting, payroll, manufacturing, and office productivity systems across industries. He delivers sustainable outcomes with no ho-hum solutions.
Included among Morris’ other skills are:

  • Business & Startup Leadership
  • Budgeting & Cash Flow Management
  • Project & Change Management
  • Shareholder Cap Table Management
  • Financial Modeling, Business Intelligence, KPIs & Analytics
  • Business Growth & Scaling
  • Revenue Maximization Strategies
  • Systems Implementation, Customization & Integration
  • HIPAA Compliance & Security

During his distinguished career, Morris served as:

CFO of Slingshot Health, a healthcare marketplace startup with over 30 employees. Morris was hired by the CEO to design integrations with EHR systems. He quickly expanded that role to lead business analytics, internal accounting, financial projections and modeling, cash flow management, human resources, performance management, HIPAA Compliance, and stockholder communications. The team raised $15M in seed round funding.

Founder & Partner serving as the COO, CFO, and Chief Culture Officer of StratX IT Solutions. StratX was formed from the merger of Stemp Systems and a healthcare-focused local MSP. Morris was responsible for the successful integration of the two company’s systems, operations, and culture and grew the combined entity to $10M and 70 employees with over $800K of monthly recurring revenue.

Founder & CEO of Stemp Systems Group, an IT consulting and outsourced technical support organization which delivered IT resources to clients not large enough to warrant their own IT department yet had extensive, ongoing IT needs. He grew the business to $4M and 40 staff. Clients included a nursing home management client with over 5,000 users and 400 nursing homes in the US. The project included 200+ servers with 24/7 helpdesk support, complete redundancy, disaster planning and business continuity design with dozens of state-of-the-art sub-systems.

Morris began his career as a Senior Accountant and Consultant with Peat, Marwick, Mitchell & Co. (now KPMG) in New York City.

Morris holds an MBA in Finance from New York University’s Stern School of Business and a BBA in Accounting & Organizational Psychology from Baruch College. You can read more about Morris’ background at www.morrisstemp.com.

Paul Sansone

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As the Managing Partner of the Atlanta Practice, Paul Sansone leads TechCXO’s largest geography. Paul is passionate about how to optimize TechCXO’s resources on behalf of our clients growth and strategic initiatives.

As a practicing on-demand CFO, Paul Sansone has over 25 years of executive financial leadership experience in the e-commerce, enterprise broadband, hi-tech R&D and manufacturing, and non-profits. He specializes in establishing financial controls, processes, and organization for start-ups and turnaround restructurings for more established entities.

He has led all financial, accounting, IT, real estate and facilities, human resources, legal, risk management, and regulatory compliance functions at both private and public organizations, both domestically and internationally. His depth of experience includes Operational optimization, acquisitions, dispositions, raising capital, improving troubled financial departments, and developing financial organizations from the ground up. Among his career highlights are the following:

CFO, The Boys & Girls Clubs of America, a $1.8B youth-serving federation. Paul managed to reorganize organizational-wide financial reporting, implement cost-savings initiatives, restructure the finance organization, and compliantly administer $25M in Federal Grants.

CFO of Better World Books, an Atlanta-based e-commerce company with $70M in revenues and which has raised $24 million to literacy programs around the world. At Better World, Paul instituted a company-wide restructuring plan that increased EBITDA margins 10% in one year.

Previously, Paul was Vice-President of Finance for Cisco Systems and Scientific Atlanta (11 years), as well as a Finance Manager at IBM (6 years) and a Senior Auditor at Price Waterhouse Coopers.

Paul is also a Certified Public Accountant, licensed in Georgia, and a Certified Management Accountant. Paul has a BS in Accounting and a BS in Economics from St. Francis University of Pennsylvania and an MBA in Finance from Duke University’s Fuqua School of Business.

Karen Reynolds

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Karen Reynolds is a Finance and Operations executive who is adept at managing all financial and administrative aspects of businesses, including 25 years of experience at the C-level for both private and public companies. Her domain expertise is especially noteworthy in the FinTech space.

Her primary focus is financial management, but she also takes a big-picture approach to decision-making that includes motivating teams, engaging in collaboration, and driving results within the sales and marketing, operations, manufacturing, and R&D functions.

She is a top and bottom-line-focused executive who takes early and growth-stage organizations to the next level via:

  • Managing acquisitions / mergers through the due diligence process to post-merger integration
  • Positioning companies to enable an exit strategy to meet the needs of the shareholders / investors
  • Building / nurturing internal and external relationships, including strategic advisors and alliances
  • Ensuring timely and accurate financial reporting to enable quick and effective decisions
  • Implementing budgeting and ongoing forecasting incorporating sales and operational planning
  • Hands-on cash flow management, capital budgets, and negotiations to ensure preservation of cash
  • Managing all administrative aspects, including risk, benefits, facilities, and intellectual property
  • Ensuring scalability, growth, and operational efficiencies via system enhancements and staffing
  • Collaborating in addressing product lines / road map vision and branding / marketing

Among her career highlights, Karen has served as:

CFO, Intelligent Systems Corp. (parent) and CFO, CoreCard Software, Inc. (subsidiary) – Led negotiations on a multi-million dollar software license agreement with top tier investment banker resulting in significant increases in revenue and profits.

President and CFO, zBoost, LLC (formerly Wi-Ex) – Successfully relaunched 23 product offerings with stringent time constraints set by the FCC while continuing to sell through existing inventory. Represented company to FCC commissioners resulting in Ruling in company favor. Positioned company for sale to largest competitor, optimizing shareholders’ ROI. Led due diligence process and post-merger integration.

Interim CFO, DH Supply Company – Filled immediate vacancy continuing through growth stage to timely acquisition of company coordinating financial due diligence and post-merger integration.

CFO, McCamish Systems, LLC – Turnaround from loss to profit in two-year time period by implementing budgets and financial controls.

VP of Finance, DayStar Digital – Led negotiations and due diligence on credit facility, coordinated due diligence on equity infusion, and negotiated credit lines with suppliers.

Karen received her Bachelor of Science, General Management/Accounting degree from Purdue University.  She is a CPA in Georgia and also has a CGMA (Chartered Global Management Accountant) designation.

Brian Rauls

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Brian Rauls is an Interim and Fractional CFO and Operations Executive, driving finance, accounting, HR, operations and legal for startups in the technology, financial services, healthcare and retail sectors. His areas of expertise include cash management, financial controls, accounting policy & systems, the implementation of best practices and assistance with fund raising. In addition, he serves as an innovative, strategy-oriented CFO/COO capable of building high-performing teams, implementing rapid transitions, and positively impacting the bottom line and corporate culture.

As a highly skilled communicator, he manages relationships with C-level executives, investors, internal teams, partners, and clients and is adept at identifying critical issues and formulating and implementing solutions quickly, decisively, and cost-effectively while maintaining the highest level of professional ethics and personal integrity.

He has assisted many startup software companies to grow their business from the ground up by raising capital, improving and expanding banking relationships, managing lenders, and working with Board of Directors and investors. He works closely with CEO’s in managing the day-to-day operations and assisting with complex business issues that new CEO’s face as they start and grow their businesses.

Brian has over 25 years of progressive financial and operational leadership experience with privately held high-growth technology (SaaS) and service companies in many different verticals. He has worked with over 60 start-ups during his career.

Brian also has extensive experience as an independent management consultant specializing in reorganization of troubled companies. His typical clients were operating under Chapter 11.

Brian holds a BA in Operations Management, Production, and Inventory Control from California State University, Fullerton.

Barry Pincus

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Companies in content, media, sports and entertainment industries seeking to grow quickly and profitably have a unique resource and ally in Barry Pincus, an interim and fractional CFO, COO and advisor in the New York Metropolitan Area.

Barry has a passion for creative endeavors and working with creative people. He uses his extensive expertise in strategic partnerships, capital raising, and license agreements on behalf of his clients to help them maximize brand equity and grow. He has helped elevate some of the world’s most powerful brands, including the New York Yankees, Martha Stewart Living, and Maxim, Stuff and Blender magazines.

Clients also benefit from the rock-solid financial and operational infrastructure and systems Barry builds for them. This foundation is also supported with Barry’s acumen in business processes and systems implementation, strategy development/implementation, HR, FP&A, business development, Board management, CEO advisory and collaborating across internal lines.

Barry’s areas of expertise include but are not limited to: Mobile Media & Advertising Technology; Social Media; Print Media including Magazines; Online Media & Web; Television & Radio; Sports Marketing & Business Operations; Brand & Branded Consumer Product Development; Hospitality; including Hotels, Restaurants, & Clubs; Live Event Production; Agency Operations and Licensing.
Expertise
Cost Control, Negotiations, Process Re-Engineering, Capital Raising, Business and Brand Development, KPI Development, Team Leadership Strategic/Tactical Advisory, Data Modeling, FP&A, Investor Relations, P&L Management, Board Advisory, HR, Corporate Communications

Lori Parro

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Lori is currently a Raleigh, NC and Carolinas CFO / Finance and Operations Partner with TechCXO LLC, a national fractional C-Suite contracting firm based in Atlanta, GA. Lori brings more than 25 years of financial and operational leadership with a proven track record of execution, having served as CFO in life sciences (pharma / drug development / medical device / CRO) and the SaaS software technology sectors. Many of Lori’s client companies have been long-term engagements, saving clients hundreds of thousands of dollars in finance and operations overhead costs.

Lori has extensive strategic experience in emerging market and accelerated growth environments,.helping clients with

  • Capital formation
  • GAAP/IFRS accounting incl ASC606
  • Corporate funding and capital raise
  • KPI/growth metrics
  • Gross margin analysis and growth
  • Product design and pricing
  • Sales ops and operations oversight
  • Human capital and benefits mgmt
  • Business modeling & strategic planning
  • Cash flow strategies and cash burn mgmt
  • M&A
  • Unique experience with management and compliance of federal funding (Federal contracts & SBIR/STTR grants)

In 2018, Lori successfully led the exit side of the $220m acquisition by Stryker of HyperBranch Medical Technology, a VC-backed company that she has helped grow since joining in 2006.

Personally, Lori lives in Raleigh NC with her family and loves to attend NCSU and Hurricanes NHL games, exercise, and travel (particularly to places where snow skiing is a challenge). She is highly active in the youth hockey community where she serves as a coach and VP of Finance for the Carolina Junior Hurricanes Hockey Association, the NHL youth affiliate and a 680 member 501(c)(3) organization.  Lori holds a BA in Accounting and MBA from North Carolina State University and is a North Carolina Certified Public Accountant (CPA).

Viraj Parikh

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In his 8th year as a TecCXO CFO consultant, Viraj has been a finance executive to over two dozen technology companies, ranging in size from Seed to Series C stage. His emphasis is on financial modeling, capital raising, accrual accounting, cash flow management, pipeline visibility, pricing strategies, dashboard metrics, gross margin expansion, cohort analysis, and financial operations. Prior to TechCXO, Viraj accumulated a rich set of CFO/finance leadership experiences in education finance, real estate, and technology. He also worked for 15 years as a Wall Street portfolio manager and analyst (equity & credit), learning the art of deep research analysis, valuation and risk management across a wide variety of industries. Viraj began his professional career in accounting and consulting at a Big 6 firm.

TechCXO provides experienced C-Level consultants to venture capital and PE-backed portfolio companies, on a fractional or interim basis. Founded in Atlanta in 2003, TechCXO consultants have historically been concentrated along the Eastern Seaboard. As Managing Partner of the Central & Western U.S., Viraj has been growing tech metros beyond the East Coast, including Nashville, Chicago, Austin, Dallas-Fort Worth. Worth, Silicon Valley, and Los Angeles.

Viraj received his M.B.A. from Columbia Business School and B.A. in Political Economics from U.C. Berkeley. He also trained at the Nashville Software School and the Dale Carnegie Training Center on Effective Communication & Human Relations.

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Roberto Trevino

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Roberto Trevino has a broad experience base developed through serving in companies of all sizes, from start-ups to Fortune 100, in a variety of financial and operational roles, including CFO, Treasurer, Investor Relations, Chair-Audit Committee, and Executive Board Member.


As a hands-on, operational CFO, his focus on the strategic alignment of finance and operations maximizes the achievement of desired results. That includes financial planning and analysis, financial modeling, and forecasting to guide actions and disciplines throughout the company.


In addition to the finance discipline, Roberto has direct experience in HR, logistics, manufacturing, and service; he has led financial turnarounds successfully and performed due diligence for acquisitions and divestitures. Roberto has experience in the technology sector (software and services), manufacturing and logistics, and healthcare, in the US, Mexico, and South America.

Dennis Hunt

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Dennis Hunt is an experienced finance, accounting and operations professional that can add immediate value in either a fractional or interim role. Frequently working with SaaS companies post acquisition by PE firms on technical accounting matters including revenue recognition, purchase accounting / opening balance sheets and lease accounting. Additional practical experience and services include SOX 404 (internal controls over financial reporting), ERP implementations, 10-Q & 10-K filings and managerial reporting (budgeting & forecasting, consolidations, performance metrics, business trends, etc.). Dennis Hunt works with companies to position them for success by conducting readiness assessments including review of accounting policies and implementing best practices.

Qualifications Summary

Financial, accounting, and general management executive with comprehensive experience in the development, planning, implementation, and execution of strategic, financial, and operational plans. Realizes and supports organizational objectives including improved bottom line performance using forecasting and budgeting models integrated with financial and quantitative metrics to collaboratively team with other stakeholders in the organization. Experienced in management of accounting, finance, tax, human resources, credit and IT functions.

Financial and Accounting Skill Set

  • Budgeting & forecasting
  • US GAAP / financial reporting / consolidations
  • SOX 404 (internal controls over financial reporting)
  • Mergers & acquisitions (purchase accounting, due diligence, quality of earnings, leveraged buyouts)
  • ASC 606, including implementation (revenue recognition)
  • Managerial reporting (departmental profit & loss statements, performance metrics, comparative financial reports, business trends)
  • Internal & external audits / month and year-end closings
  • Restructure companies to improve operational performance
  • ERP implementations
  • 10-Q and 10-K filings
  • Work with companies to position them for sale
    • Conduct company readiness assessment including review of accounting policies, implement best practices, improve control environment and financial reporting to maximize business and shareholder value
  • Shelf offerings / prospectuses / proxies / “bought” deals

Partial List of Applicable Work Experience

  • Interim Controller for publicly traded biotechnology company
  • Controller for publicly traded world-wide leader in the outsourcing, consulting and governance services industry
  • CFO for distributer and wholesaler of capital equipment
  • Business Development Manager for large division of Fortune 500 company
  • Vice President Finance and Administration for manufacturing and field service enterprise

 

Professional Certifications and Education

  • Interim Controller for publicly traded biotechnology company
  • Controller for publicly traded worldwide leader in the outsourcing, consulting and governance services industry
  • CFO for distributer and wholesaler of capital equipment
  • Business Development Manager for large division of Fortune 500 company
  • Vice President of Finance and Administration for manufacturing and field service enterprise

Joshua Goldstein

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Joshua is a finance executive and fractional CFO who specializes in helping startups and growth companies.

He works with clients on fundraising, financial modeling, KPI development, corporate strategy and investor communications. Companies he has assisted are in the SaaS, e-commerce, e-learning, robotics and footwear/apparel industries. Maturity levels range from pre-seed to Series A and beyond.

Recent engagement highlights include: advising on fundraising rounds in terms of security type, valuation cap and corporate structure; modeling SaaS KPIs such as CAC, LTV and payback period; designing an investor pitch deck that helped a client gain acceptance into an accelerator program. Earlier in his career, he was a buy side equity analyst at Invesco covering the internet and technology sectors.
Joshua has a BA in political science from Brown University and an MBA from the University of Virginia Darden School of Business. He is also a CFA charter holder. As a volunteer, he is an advisor at Georgia State University for the student-run endowment investment class and he serves as lecturer for a portfolio management class.

Areas of expertise include:
Financial Modeling | Designing Investor Presentations | Fundraising | Investor Communications | Cash Flow Budgeting | Unit Economic Analysis | FP&A | KPI Design and Monitoring | Team Leadership | Directing Data Science Research | Corporate Governance

Tom Morton

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Tom Morton is an operationally-focused, finance and operations executive known for impacting the bottom line by
consistently striking the balance between strategic leadership and day-to-day business execution. He supports the New York Metro area.

He has deep domain and operational experience in identifying the effective drivers of an organizations’ operations within the Consumer Packaged Goods, Manufacturing, B-to-B and Professional Services industries.

Tom has served in a variety of senior operational and finance positions, including Partner/Commercial Director at Accenture, Vice President of Global Operations at CSC, and Division Finance Lead for Maxwell House and Kraft Foods Foodservice Division.

He has held operational and supply chain positions and has served as CFO for two middle market companies, one of which he successfully brought out of Chapter 11.

More recently, Tom has focused on bringing his skills and experience to the start-up world, advising companies and serving in the COO and CFO roles. He has served as co-chairman of the Executive Forum Angels in the NY Metro area and is on the board of Second Chance Toys. Tom previously served as chairman of the CFO Leadership Group.

Tom received his BBA from the University of Notre Dame, and his MBA from Iona College.

Neal Miller

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Neal Miller is a Partner Emeritus at TechCXO. Neal was one of the early partners at the firm, joining as a fractional CFO in 2006. Over the last 18 years, Neal has worked with over 50 TechCXO clients in a diverse set of industries, including SaaS/Software, telecom, healthcare tech and health services, energy solutions and tangible goods. He has been involved with clients who completed capital transactions – equity/debt, buy and sell – approaching $2 Billion.

Neal had the privilege of advising over a dozen early stage companies who ultimately had successful exits, including: Cloud Sherpas (Accenture), Clearleap (IBM), Lanyon (Vista Equity Partners), Boomtown (Inside Real Estate) and FSLogix (Microsoft).

Through 2022, Neal served as the Managing Partner of the TechCXO CFO Practice, as Managing Partner of the Atlanta geo practice and on the Executive Committee of the firm. He still serves as a member of the Board of Managers.

Prior to joining TechCXO, Neal was the CFO of 3 publicly held and several venture backed and private companies. He has served in a variety of executive roles, including responsibility for Finance, HR, Operations, Sales and Marketing. He has also served as both a Board Advisor and Member for several companies.

Joseph Migliozzi

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Joseph Migliozzi has vast experience as a Finance & Operations executive, including serving as CEO, COO and CFO within the hi-tech, petroleum distribution, shipping, real estate, metal alloying and manufacturing industries.

He specializes in securing debt and equity capital, negotiating and integrating mergers, building high growth organizations, and re-engineering inefficient structures. He led a successful $25 million IPO for LeCroy Corporation. Joseph has also assisted family owned-organizations and other closely-held businesses with succession, estate and tax planning.
Among his career highlights, Joe has served as:

• Vice President Finance & CFO – Eastern Alloys Group – Fractional executive implemented ERP system, consolidated corporate entities, equity buyback from minority holders and reduced and restructured finance team.
• Senior Vice President – Ionian Group – Project manager in expansion of downstream petroleum operations, supported tanker shipping fleet, negotiated leasing of NYC commercial properties & project manager for construction of luxury residential real estate.
• CFO – Biomet Medical Spine and Small Bone implant devices division – Transitioned and prepared firm for public to private leveraged buy-out.
• CFO – Mercom Call Center Software – Prepared and negotiated liquidity event via sale to public company.
• COO & CFO – Turtle Beach, PC Audio Hardware & Software – Avoided bankruptcy and profitably grew firm revenue from $3 million to $40 million.
• CEO – LeCroy Research Systems Division – Took over failing digital electronics division serving physics research community and returned to growth and profitability.
• EVP/COO/CFO – LeCroy Corporation, Digital Oscilloscopes – Enhanced finance, operations, human resources and IT. Prepared and executed successful $28 million IPO (S-1)
• VP Finance, Becton Dickinson, Energetics Instrument Division – Installed systems and prepared and negotiated liquidity event via sale to Becton

Maura McInerney

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Maura is a senior financial executive with progressive experience in small and large technology companies within the private and public domain in the US, Europe and Japan.

She has held several interim and full time CFO positions for privately held companies across various industries, including BitSight Technologies, Groom Energy Consultants, RedPoint Global, Digital Lumens, and Brix Networks.

She has been responsible for BoD activities, Equity and Debt financings, Finance, Accounting, HR, Legal and Facilities. Maura specializes in directing cross-functional teams, acquisition integration and developing strategic partnerships.

Mike McEachern

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Mike McEachern is an experienced CFO and financial leader with a proven record of partnering with executive teams to increase shareholder value from startup stage to scalable profitability.

As a strategic leader, he drives cross functional collaboration for startups to mid-market public and private companies.

Mike’s client base is focused primarily on the SaaS, e-commerce, hardware, software, Life Science , manufacturing and professional services industries.

As the founding CFO of Brainshark, Inc., a leading Sales training and coaching SaaS platform, he led the Company’s Finance and Administration teams through several growth and financing phases. He also held Senior Executive roles with several public companies including Elcom International, Howden Group PLC, and Trend –Lines Inc.

Mike has extensive experience in securing financing (debt, private and public equity), merger and acquisition transactions and scaling operations of growth stage companies.

As an interim and part-time CFO for early stage technology companies, he provides the following services:
• Cash flow planning and forecasting
• M&A / Exit planning and preparation
• Financial statement preparation and analysis
• Budgeting and long term financial planning and modeling
• Development of operating metrics and KPI’s
• Compensation planning

Mike received a BS in Accounting from Marquette University and an MBA from Babson College