At CFO (Boardroom Media) we track over 1,000,000 startups and over 5,000,000 people who hold key positions in these companies. We use this directory of startups to highlight top employees, founders and board members we think deserve more appreciation than they are currently getting.
This list showcases the top Menlo Park based CFO’ operating in the Financial Services space. If you think a CFO’ is missing from this list, feel free to contact our editor on [email protected].
The individuals on this list have been included because of exceptional performance in one of the following categories:
- Innovation – Operating as a key part in an extremely innovative business or startup.
- Growth – Operating as a key figure in the growth and upscale of a market leading business or startup.
- Management – Showing exceptional management skills.
- Societal impact – Putting their business on the map for their positive societal or environmental impact.
Our Data – We source our data from OSINT (open source intelligence) and public directories such as Crunchbase, SemRush and many more. The data from these sources should be treated with a degree of caution and verified yourself.
Lisa Harris
Chief Financial Officer of Venrock
Lisa joined Venrock as Chief Financial Officer in January 2012, and leads Venrock’s Finance team, which is responsible for the financial reporting of the firm’s investment funds as well as the day-to-day management of firm-wide finance and accounting matters. In addition, Lisa is responsible for investor relations and LP reporting, and works closely with our legal team on fundraising, operations and regulatory compliance matters. Lisa has over 25 years of professional experience in financial services, and has been working directly in the venture capital industry since early 2001. Prior to joining Venrock, Lisa was CFO of international venture capital firm DCM, where she had oversight of global finance operations and advised portfolio company management teams, providing operational and financial guidance and assistance. Prior to DCM, Lisa held the Assistant Controller position at Sierra Ventures. Lisa began her professional career with KPMG LLP, first in Canada, then in the U.S., as an Audit Manager serving various private and public clients in the financial, real estate and technology sectors. Lisa holds the Chartered Accountant (CA) designation, and is a member of the Canadian Institute of Chartered Accountants (CICA) and the Institute of Chartered Accountants of British Columbia (ICABC). Lisa also holds a B.A. in Psychology from the University of Victoria. She is an active member of the National Venture Capital Association’s CFO Task Force and also served for five years on the Board of the West Coast Chapter of the Private Equity CFO Association (PECFOA).
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About Venrock: Venrock is a venture capital firm investing in technology and healthcare companies.
Tracy Hogan
Chief Financial Officer of Institutional Venture Partners
Tracy Hogan is the Chief Financial Officer of IVP. Tracy has over eight years of experience in the private equity finance, administration and operations areas. Prior to joining Elevation, Tracy was the Vice-President of Finance at Fox Paine & Company, a private equity firm based in the San Francisco Bay Area. Before that, Tracy was the Vice President of Finance at Code Hennessy & Simmons LLC, a private equity firm based in Chicago. Prior to joining Code Hennessy & Simmons LLC, Tracy spent four years with Ernst & Young’s Audit Practice in Chicago and Boston. Tracy is a Certified Public Accountant and holds a B.B.A. degree from Saint Mary’s College where she graduated magna cum laude.
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About Institutional Venture Partners: Institutional Venture Partners is a later-stage venture capital firm that focuses on technology and media companies.
Jessica Baron
Chief Financial Officer of SVB Capital
Jessica Baron is the Chief Financial Officer and has served at Hercules since 2006 as the Company’s Corporate Controller and as the Company’s Vice President of Finance since 2010. In June, 2011 she was appointed as Interim Chief Financial Officer and in March 2012, was appointed to Chief Financial Officer. During her tenure at Hercules, Baron has played a key role in all aspects of financial reporting, financial process and systems design and implementation. Prior to joining Hercules, she served in strategic finance roles at Cisco Systems, Inc. from 2004 to 2006 and at Levi Strauss and Company from 2002 to 2004. Baron also served as a finance and accounting manager at Dominion Ventures and Dominion Capital Management from 2000 to 2002. She held supervisory roles in the consulting and business assurance divisions of PricewaterhouseCoopers LLP from 1997 to 2000. Baron earned a B.A. in Human Biology and a M.A. in Sociology from Stanford University and a M.B.A. with an emphasis in Finance from the Haas Business School, University of California at Berkeley. She is a Certified Public Accountant in the state of California.
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About SVB Capital: SVB Capital is the investment platform of SVB Financial Group.
Rene Ho
Chief Financial Officer of Taulia
As Chief Financial Officer, René has responsibility for the company’s finance and human resource functions and oversees the administration of the company. René has more than 20 years of experience in finance, operations and leadership roles in the United States and Asia. Before joining Taulia, René took a break from the for-profit world and helped Goodwill of Silicon Valley develop its program to help adults with autism find meaningful work. René’s corporate experience includes managing the divisional finance staff at Visa to prepare the business units for what was, at the time, the largest IPO in the United States. René also spent 4 years in Asia managing the operations of Visa’s largest region outside the United States. When not working, René spends time with his wife and two girls and when they are asleep, he can be found working out in his garage.
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About Taulia: Taulia is a FinTech startup that provides working capital management and electronic invoicing services for supply chain companies.
Sean Delehanty
Chief Financial Officer of Earnin
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About Earnin: Earnin gives people access to their pay directly from their smartphones, whenever they need it
Amy Young
CFO & Administrative Partner of Startup Capital Ventures
Amy is currently Administrative Partner and CFO for Startup Capital Ventures, where her responsibilities include primary oversight for the firm’s finance, portfolio documentation, audit, compliance, reporting, and investor relations activities. Prior to Startup Capital Ventures, Amy was Vice President and Division Manager of Silicon Valley Bank, where her responsibilities included oversight of Loan Services Division, including Loan Documentation, Collateral and Loan Accounting. Prior to that, Amy held increasingly responsible positions within Silicon Valley Bank, including as a paralegal for the Bank’s Legal Division working on various banking, loan and securities matters. Amy joined the firm in 2005 as a Fund Administrator and then became Controller for the firm in 2008.
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About Startup Capital Ventures: Startup Capital Ventures is an early-stage venture capital firm investing in the enterprise.