Christy Kudlac

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Christy Kudlac is a senior leader with 25 years of demonstrated experience developing software in the Information Technology industry. She has held positions that have included Head of Engineering, Director, and Program Director at multiple companies.

Christy’s areas of expertise include leading and managing software product development organizations, Agile development transformations including the use of SAFe, Scrum and Kanban practices, delivering large multi-tenant SaaS solutions, and most recently Product Operations which is the intersection of product management, engineering and customer success (go-to-market counterparts). She has experience in the MarTech, FinTech, Sales Engagement, and Educational Fundraising arenas.

Christy holds a BS in Computer and Electrical Engineering from Purdue University. She is a passionate mentor who values collaboration, culture, and relationships to move products to the next level.

Michael Levine

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Michael Levine – The SaaS Finance and Operations Advocate

Michael Levine is a highly collaborative, technology-enabled Finance & Operations Partner at TechCXO, specializing in guiding SaaS companies through strategic cash flow improvement, securing funding, increasing profitability, and facilitating operational excellence.

With a unique blend of expertise in finance, technology, cybersecurity, business operations, and sales leadership, Michael serves as a thought leader and mentor to executives at growth-focused companies ranging from startups to global enterprises exceeding $1 billion in revenue.

Throughout his career, Michael has demonstrated a commitment to driving financial clarity and momentum, enabling SaaS companies to scale and exit with confidence. His proactive and highly responsive approach ensures that strategic initiatives are executed effectively, mirroring his dedication to business health and personal performance optimization.

Recent SaaS Engagements:

1. $9M+ ARR Supply Chain SaaS Provider: Upgraded KPI reporting metrics to enable smarter executive leadership business decisions and more effective investor conversations, led successful onboarding of senior finance team member, strengthened banking relationships, supported profitable growth, improved cash flow and upgraded cash projections, and prepared for a successful exit.

2. $1.7M ARR Enterprise Support SaaS Provider: Navigated venture debt and cap table strategies during accelerated growth from $1.2M to $1.7M in less than a year, facilitating a capital raise exceeding $1M.

3. $8M+ ARR Marketing and Site Selection SaaS Provider: Negotiated major contracts to optimize business outcomes, led internal finance function, collaborated with executive team to significantly reduce cash burn and improve profitability, optimized bank relationships and coordinated debt modification, and facilitated corporate governance initiatives and convertible debt infusion exceeding $1.3M.

4. $30M+ ARR Analytics SaaS Provider: Served as interim CFO, streamlined Board reporting, facilitated $15M capital infusion from private equity sponsor to accelerate growth, renegotiated

Mike Martin

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Industries: Restaurant (QSR + Fast Casual), Hospitality, Ecommerce, Sports, SaaS, Manufacturing & Logistics, Healthcare, IT, Travel & Tourism, Automotive, & Non-Profit

Services: Brand Positioning, Market Research, Go-To-Market Strategies, Lead Gen Strategies, Team & Tech Stack Audits, Leadership Recruiting & Training, Paid Media Strategy, PR/Earned Media

Capabilities: Reconfiguring Hybrid Marketing Teams, Campaign Development & Execution, Content at Scale with AI,
Agency Search Consulting, Mentoring and Startup Advisor

Mike Martin is often described as a muse for creative-minded entrepreneurs and executive leaders who struggle to synthesize the brand story swirling in their heads. He operates at the intersection of Performance & Persuasion with an unwavering belief that revenue growth is accelerated when creativity has accountability and content marketing is grounded in human truth. Mike is a rare breed of CMO who cut his teeth on the creative side, building award-winning campaigns before pivoting into being an agency owner, tech startup founder, and software development shop CMO before exiting.

Mike is well acquainted with the entrepreneurs journey and navigating periods of prosperity and adversity. With decades of experience in consumer marketing, B2B & B2C SaaS, G2C, and tech startups, he helps brands recalibrate strategy, reconfigure teams, and refocus on revenue growth as an interim and fractional CMO.

Client Engagement Highlights:

Chief Marketing Officer, Codesmith – Mike played a pivotal role in the growth and eventual acquisition of Codesmith, a managed services company specializing in custom software development, digital marketing, and IT staffing.

Chief Creative Officer, Jackson Spalding – Mike oversaw the creative, production, and media teams and led projects for renowned brands like Delta, Chick-fil-A, Orkin, and Coca-Cola, emphasizing brand strategy, content creation, and marketing analytics.

Founder/Creative Director, Skylab-B – Mike founded and led this Atlanta-based creative communications agency, developing integrated marketing campaigns for small to mid-size clients and partnered with a multicultural agency on large Government contracts.

Co-Founder & CEO, Pan Pals –  Mike co-founded this SaaS and entertainment platform for cooks, offering a space for collaboration, learning, and sharing food inspiration.

Partner/Creative Director, Martin+Owen – Mike co-led this venture, producing branded content and original programming for networks and serving as a consultant for advertising agencies.

Chief Marketing Officer (CMO), Fletcher Martin – Mike led the creative, production, and strategy teams focusing on CPG, QSR, and Telecom brands.

Mike holds an ABJ in Advertising and a Bachelor of Arts in Public Relations, Advertising, and Applied Communication from The University of Georgia. He also holds a Master of Arts in Art Direction from The Creative Circus and studied Mastering Design Thinking at the MIT Sloan School of Management .

Mike McCarthy

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Mike McCarthy is a Finance Partner at TechCXO and provides fractional CFO services. He has served as a CFO for more than 20 years, primarily working for growing companies with revenue under $150M. His industry experience is broad and includes business services, construction, financial services, transportation, technology, and software.

Throughout his career Mike has been called on to build out company financial infrastructures, which includes upgrading financial reporting, mentoring accounting managers, constructing cash flow forecasting models, managing investor and banking relationships, and coordinating planning processes. He also partners with CEOs on operational issues and growth initiatives.

Mike is passionate about helping entrepreneurs overcome growing pains—the predictable challenges that occur when a company’s revenue outruns its people and systems. He is also a proponent of strengthening organizational infrastructures in advance of growth to minimize disruptions. Over the course of his career, Mike has:

  • Quarterbacked the sale of a $50M specialty contractor to a private equity firm (NRI Construction)
  • Participated in the IPO of a financial services company that he helped grow from $90M to $650M in assets (Omni Financial Services)
  • Built out the back office and helped scale a business services firm that was sold for more than $100M (World 50)
  • Procured the financing for a rental-purchase chain that he helped ramp from 13 to 45 stores (First American Rental)
  • Worked with private equity-owned companies for a decade.

In addition to being a CPA, Mike is a licensed attorney (member of the Georgia and Florida Bars). His legal background has proven to be quite helpful regarding general business matters, contract review and negotiation, litigation management, M&A transactions, regulatory issues, and HR oversight.

Mike holds a BA in Business from St Norbert College, a JD from Marquette University Law School, and an MBA in Finance from the University of Wisconsin. You can read more about Mike at www.mccarthycfo.com.

Jim McClintock

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Jim McClintock is a seasoned business leader with 30 years of executive-level financial, strategic and operational management experience. Jim has served six different organizations — from startups to a $75 million company — as their CFO. As a TechCXO Principal, he brings his clients a balance of both Fortune 50 (Citibank, BellSouth) and entrepreneurial perspectives, including expertise in: M&A, strategic planning, corporate development, CFO services, financial reporting, accounting, internal controls, information technology, risk management, banking, venture capital and private equity.

His career spans multiple industry segments within financial services and information technology and across multiple functional roles. He worked in business development for Citibank’s LBO financing unit, as a partner at North Riverside Ventures, an Atlanta-based venture capital arm of Sam Zell’s Equity Group, and as COO/CFO for an Atlanta-based broker-dealer for independent financial planners.

Jim was a senior corporate development executive at BellSouth, where he led strategy and deal teams for BellSouth’s Broadband, Entertainment and Internet groups, including the completion of a $500 million digital cable TV programming partnership among BellSouth, Ameritech, SBC Communications and Walt Disney, the acquisition of five wireless cable companies for $250 million, and a wide variety of other strategic transactions (divestitures, strategic alliances, partnerships, software licenses, investments, etc.). He also led a BellSouth International team in developing strategic plans for BellSouth’s Latin American affiliates to enter the Internet services business in six Latin American countries.

Jim subsequently headed the startup of a broadband communications service provider in Canada (Cypress Communications) and served in fractional CFO roles for an information security software company, a telecom billing software company, and an INC 500 digital marketing agency.

Jim was a Partner at Pace Capital Advisors for eight years, where he provided M&A advisory and exit planning services to owners of privately held, lower middle market businesses with revenues of $5 million to $50 million.

During his tenure with TechCXO, Jim has served as fractional CFO for software as a service companies in the healthcare and financial services industries. He has also assisted owners of multiple businesses with M&A transactions.

Jim received his B.A. from Washington and Lee University and his M.B.A. from the University of North Carolina at Chapel Hill.

Todd Merrill

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Todd Merrill is an experienced software executive who typically assists clients as a fractional or interim CTO and CISO.

He has served in a series of companies as a C-Level executive focused on leveraging the Cloud to bring SaaS offerings to market. As an entrepreneur, turn-around expert, technology and product leader and mentor, Todd has held full corporate P&L and product development responsibilities and directed diverse international teams of Engineering Managers, Mobile Architects, Developers, Dev Ops, QA, and Customer Success professionals.

Relevant Experience
CTO
Todd has served in a number of companies as the CTO including Startup, Venture Backed and Private Equity backed companies. Most recently, he has been the CTO of AirWorks (ML/Computer Vision), Engel & Voelkers Americas (Real Estate), Cforia (Payments), Trifin (healthcare), genrae (crypto/web3/Real Estate), Cavallo (Supply Chain Analytics), Kitces (Wealth Management). Key skills for these positions include building teams, outsourcing development where appropriate, building Intellectual Property Portfolios, establishing security & compliance policies and budgeting & planning for high growth or restructuring. Board Reporting is also a part of every CTO position.

COO/Managing Partner
As a seasoned Operations Executive with a broad range of experiences Todd has leveraged solid operational processes to fuel growth. In 1998 he co-founded Alpha Property Holdings, a Residential Real Estate acquisition company that operates a fleet of Single Family Rental Houses. His ‘dot-com’ era position was as Managing Partner for Performance IT (sold to Private Equity in 2005) and his most recent operating position was as COO of Organic Payments Network.

Founder & CEO
As founder, Todd established Global Crypto Systems to deliver cryptographic security for Web applications used to authenticate users, digitally sign documents, protect online content, prevent the sharing of seat licenses and eliminate the need to maintain multiple passwords. He was responsible for the Strategic Growth of the company, had full P&L responsibility and raised two rounds of outside capital. In 1998 Todd Founded Alpha Property Holdings to buy, rehab and rent Single Family Residential Real Estate. He served as the acquisition and rehab partner for two decades and has participated in hundreds of transactions personally. Most recently, Todd co-founded and served as CEO of Chapter2 Dating.

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.

Hunter Morhous

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Hunter has over 20 years of experience developing, evaluating, and executing highly complex strategic plans for various companies, including public and private entities, large corporations, and small businesses. He has supported senior executives with initiatives related to cash flow management, capital structure optimization, financial forecasting, mergers & acquisitions, and capital raising (both equity and debt).

He provides a comprehensive organizational perspective and a results-oriented approach to tasks and projects, emphasizing stakeholder relationship management, business & financial modeling, sell-side preparation, merger & acquisition integration, financial planning & analysis, project management, and audit management & compliance.

Hunter earned a Bachelor of Science in Business Administration and Accounting from Washington and Lee University and a Master of Business Administration with a concentration in Finance and Strategy from Emory University’s Goizueta Business School. He also serves on the boards of several non-profit organizations dedicated to healthcare and education.

Karyn Mullins

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Karyn is an accomplished executive with extensive experience in digital transformation, strategic planning, and operational leadership. She has a proven track record of building and leading businesses and turnarounds while driving growth and efficiency across various industries, including healthcare and technology.  Karyn’s experience spans companies in all stages, focusing on driving profitable growth.

Areas of expertise include:

Digital Transformation: Karyn has successfully led initiatives to integrate advanced technologies into business operations, enhancing efficiency and customer engagement.

Strategic Planning and Execution: She excels in identifying growth opportunities, developing comprehensive business plans, and overseeing their implementation over extended periods.

Operational Leadership: Karyn is adept at setting measurable goals based on key performance indicators and delivering consistent results. She effectively navigates unforeseen challenges, such as market fluctuations and regulatory changes, by adjusting strategies to maintain progress.

Revenue Growth and Customer Retention: Through targeted strategies, Karyn has driven significant revenue increases and improved customer loyalty. Her focus on understanding customer needs and market dynamics has led to enhanced retention rates and sustained profitable business growth.

Competitive Benchmarking and Market Positioning: Karyn conducts thorough market analyses to benchmark performance against competitors. She develops positioning strategies that highlight organizational strengths, ensuring a competitive edge in the marketplace.

Team Development: Throughout her career, Karyn has built and led cross-functional teams to achieve complex project goals. Her leadership fosters collaboration and drives successful outcomes.

During her career, Karyn has served as Chief Technologist for a healthcare staffing portfolio company, President of a healthcare digital marketplace and technology and marketing leadership roles at a pioneer in the cybersecurity industry.  Karyn has BA from Stetson University.

Martha Parker

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Martha Parker is a Partner in TechCXO’s Finance and Operations practice. She has over 30 years of experience as a Big 4 auditor, CPA, and corporate finance executive for some of the largest Media, Food and Beverage, Retail, and Consumer Packaged Goods companies in the world.

Martha has also served as CFO for startups within media, manufacturing, and healthcare, where she provided strategy, financial modeling, and capital requirements support.

Martha’s core proficiencies include:

  • Mergers & Acquisitions (Valuations, Deal Structure, Due Diligence, Post-M&A Disputes)
  • Financial Planning and Analysis
  • Technical Accounting
  • Fraud & Forensic Accounting (Certified in Financial Forensics)
  • Litigation Services
  • Commercial Matters (Breach of Contract, Business Interruption, Lost Profits)
  • Business and Individual Damages
  • Accounting Process Transformation
  • Business Process Improvement
  • Strategic Operations
  • ERP Implementation
  • Executive Advisory

Among her career highlights, Martha led financial valuations for Turner Broadcasting where she licensed programming investments and sales, managing acquisitions of television series and movies totaling up to $1 billion annually, including The Big Bang Theory, Family Guy, Castle, and Hawaii Five-0. She partnered with networks such as TBS, TNT, Cartoon Network, and Adult Swim, ensuring optimal deal structures and accounting treatments that significantly impacted programming expenses.

For The Coca-Cola Company, she led the corporate division of the FP&A and accounting team, representing an operating income of $1.5 billion. For The Sports Authority, Martha conducted a comprehensive transformation of the accounting processes and reconciled a $10M previously unreconciled gift card balance.

As a consultant, Martha engaged in forensic accounting projects to investigate fraud issues and resolved a $25 million accounting dispute in favor of her client. In addition, she has held a financial leadership role within Liberty Global. She began her career with Arthur Andersen.

Martha holds a BS in Commerce-Accounting from the University of Virginia and an MBA from Emory University’s Goizueta Business School, where she received a full scholarship from The Coca-Cola Company.Martha Parker is a Partner in TechCXO’s Finance and Operations practice. She has over 30 years of experience as a Big 4 auditor, CPA, and corporate finance executive for some of the largest Media, Food and Beverage, Retail, and Consumer Packaged Goods companies in the world.

Martha has also served as CFO for startups within media, manufacturing, and healthcare, where she provided strategy, financial modeling, and capital requirements support.

Martha’s core proficiencies include:

  • Mergers & Acquisitions (Valuations, Deal Structure, Due Diligence, Post-M&A Disputes)
  • Financial Planning and Analysis
  • Technical Accounting
  • Fraud & Forensic Accounting (Certifed in Financial Forensics)
  • Litigation Services
  • Commercial Matters (Breach of Contract, Business Interruption, Lost Profits)
  • Business and Individual Damages
  • Accounting Process Transformation
  • Business Process Improvement
  • Strategic Operations
  • ERP Implementation
  • Executive Advisory

Among her career highlights, Martha led financial valuations for Turner Broadcasting where she licensed programming investments and sales, managing acquisitions of television series and movies totaling up to $1 billion annually, including The Big Bang Theory, Family Guy, Castle, and Hawaii Five-0. She partnered with networks such as TBS, TNT, Cartoon Network, and Adult Swim, ensuring optimal deal structures and accounting treatments that significantly impacted programming expenses.

For The Coca-Cola Company, she led the corporate division of the FP&A and accounting team, representing an operating income of $1.5 billion. For The Sports Authority, Martha conducted a comprehensive transformation of the accounting processes and reconciled a $10M previously unreconciled gift card balance.

As a consultant, Martha engaged in forensic accounting projects to investigate fraud issues and resolved a $25 million accounting dispute in favor of her client. In addition, she has held a financial leadership role within Liberty Global. She began her career with Arthur Andersen.

Martha holds a BS in Commerce-Accounting from the University of Virginia and an MBA from Emory University’s Goizueta Business School, where she received a full scholarship from The Coca-Cola Company.

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.

Andrew Roberts

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Andrew Roberts is a CFO at TechCXO and covers a wide array of growth-stage companies’ forecasting and capital-raising needs. He came to TechCXO in 2020 from Seven Oaks Company, where he supervised the complete financial operating division with $500 million in assets under management. While in that role, he worked closely with clients and partners in their decisions involving finance and forecasting, accumulating vast experience in modeling for new investment targets and prospective dispositions. Among his previous roles, Andrew spent seven years working at Hines, an international real estate investor/manager, in the two distinct but complementary roles of controllership/asset management and project development. His skills include Accounting, Financial and Strategic Planning, Budget Development, Operational and Financial Forecasting, JV Investment, and Project Management.

Andrew has served as a Board member of the Georgia Chapter of NAIOP, one of North America’s largest commercial real estate organizations. He has a Bachelor of Science with Special Attainments in Commerce from Washington & Lee University and an MBA from Emory University. He attained his CPA license in 2005.

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.

Jason Scherr

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Jason Scherr has over 20 years of progressive financial and operational leadership experience with privately held, high-growth technology and service companies.

At TechCXO since early 2008, Jason has specialized in capital fundraising, sell-side preparation, strategic financial planning, and financial modeling. Jason has steered 110 debt/equity/M&A events totaling $925M for clients in the technology and services industries. Having served as interim CFO, acting CFO, or part-time CFO for 70 high-growth companies, Jason provides customized services drawing on a breadth of experience leading technology and services platforms to success fiscally and operationally.

Prior to joining TechCXO, Jason was a Co-Founder and the VP-Finance reporting directly to the CEO of a technology-enabled service company where he was responsible for all financial and accounting functions of the organization. He was a founding shareholder and led a $10 million capital raise that ignited annual revenue growth from $4 million to $25 million.

Jason also founded a software business in the golf industry that was eventually sold to Sequoia Golf Holdings (owner of Canongate golf courses), later acquired by Club Corp Golf. Jason started his career as an Analyst and eventually became Program Mgr at General Electric, where he was involved with new business development and current product growth related to major clients, including Home Depot.

Jason has a BBA degree from Goizueta Business School at Emory University, was a 2-time Team Captain of the Emory Golf Team, was an NCAA All-American in Golf, NCAA Academic All American, and is a lifetime member of MENSA.

Testimonials & Case Studies from Jason’s Clients

Successful Transactions by Jason

 

Client Portfolio: Current

Client Portfolio: Past

Debbie Schleicher

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Debbie Schleicher is a Partner in TechCXO’s Finance and Operations practice. Debbie is a strategic executive and CPA with a diverse operations and industry background that includes expertise in Marketplace, SaaS, Generative AI, Fintech, Proptech, Indoor Vertical Farming, eCommerce, and Business Products and Services.

Debbie has offered fractional CFO services and consulting to companies including Student First Technologies (EdTech/Fintech), Scale to Win (SaaS), Beanstalk (Vertical Farming), STAR EV (Vehicle OEM), Fetcher (SaaS AI staffing); RentCheck (SaaS proptech with property management); LePrix (online luxury goods marketplace); ACV Auctions (online used vehicle auction); Aucto (B2B industrial asset auction); iGAM (robotic equipment marketplace); Hypori (SaaS B2B BYOD security); and Idea4Industry (SaaS MDM platform).

Debbie’s core proficiencies include:

Debbie’s career highlights include:

CFO, EasyKnock, Inc. – Debbie led strategic finance, capital markets, underwriting, accounting, treasury, tax, and FP&A functions for this Series C/D proptech company that helps homeowners unlock equity in their homes. She also established an organizational structure, completed the first independent financial statement audit, and rebuilt the company’s financial forecast model.

CFO, Greenlight Financial Technology – At this fintech venture, Debbie led the finance and accounting department, negotiated large vendor contracts to improve unit economics, and joined the founders to successfully complete a $54M Series B capital raise.

CFO, IronPlanet – Debbie led a finance team of over 35 direct reports and led IPO readiness efforts. She developed an infrastructure to scale the marketplace GMV from $0.5 billion to $1.3 billion over a two-year period, doubling revenues over that period. She also completed a $20 million equity raise and structured a $55 million credit facility to support two M&A transactions. Debbie was a key team member in executing the largest strategic partnership for the company, which positioned the company for an IPO and subsequent sale to a public company for $758M.

Debbie has also served in leadership roles in global public accounting firms where she crossed multiple service areas, including audit, tax and systems implementations. She served as a Partner with Grant Thornton where she was the Partner in charge of the Tax and Finance Optimization and Global Compliance service lines for the firm. She also served as Partner, SC&H Group, and Managing Director, PricewaterhouseCoopers, where she led the tax compliance service line for the McLean, VA office. Debbie began her career as an auditor with Arthur Andersen before becoming a partner in the tax division, specializing in M&A, Tax Function Outsourcing, and Accounting Methods.

Debbie is a Certified Public Accountant and a distinguished graduate of the University of Delaware, holding a BS in Accounting.