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 New York based CFO’ operating in the SaaS 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.
Steve Cakebread
CFO of Yext
Steve Cakebread served as the President and Chief Strategy Officer of Salesforce.com, a customer relationship management service provider, from February 2008 to January 2009 and as Salesforce.com’s Executive Vice President and Chief Financial Officer from May 2002 to February 2008. From April 1997 until April 2002, Steve served as Senior Vice President and Chief Financial Officer at Autodesk, a software company. From April 1992 until April 1997, he was Vice President of Finance for Silicon Graphics World Trade. Previous to that, Steve held various roles at Hewlett Packard. Steve holds a B.S. in Business from the University of California at Berkeley and an M.B.A. from Indiana University.
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About Yext: Yext is a knowledge engine platform that helps brands deliver official answers.
Bart Hacking
CFO of BetterCloud
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About BetterCloud: The SaaS Operations leader: Transform employee experience, centralize data protection, and maximize operational efficiency.
Alan Fu
Chief Financial Officer of Civis Analytics
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About Civis Analytics: Civis Analytics is a software company that helps public and private sector organizations make data-driven decisions.
Annamaria Malara
Chief Financial Officer of Transactis
Annamaria Malara leads Transactis’ accounting and finance teams. She started her career at PricewaterhouseCoopers as an auditor in the Banking and Capital markets industry; her clients included Freddie Mac, J.P. Morgan Chase, and RG Financial. After leaving PwC, Ms. Malara spent time at Calabrio, where she gained valuable experience regarding the unique financial challenges facing technology start-ups. Ms. Malara received her CPA license from New York State in 2009.
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About Transactis: Transactis provides banks and merchants with SaaS-based billing, payment, and loyalty products.
Dan Figenshu
Chief Operating Officer / Chief Financial Officer of Rocketrip
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About Rocketrip: Rocketrip helps businesses reduce travel spend by incentivizing employees to save when they travel for business.
Brian Vitale
CFO of Ringlead
Brian P Vitale is the Chief Financial Officer at RingLead.
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About Galt Asset Management, Ringlead: Ringlead offers a complete end-to-end data quality platform to clean, protect, and enhance company and contact information.
Tim Sullivan
Chief Financial Officer of TrustArc
CFO at TRUSTe
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About TrustArc: TrustArc provides solutions to manage privacy compliance for the GDPR, CCPA, and other global privacy regulations.
Kevin Lynch
CFO and Fund Administrator of Cava Capital
Kevin is responsible for financial reporting and assisting with investor communications. Kevin has 13 years of private equity experience as CFO and over 20 years of financial reporting experience in the financial services industry. His prior CFO engagements, either on a full time or outsourced basis, include AlpInvest Partners, Wall Street Technology Partners, Annex Capital, Equinox Capital, PJSC-JOSS Real Estate Partners and Atlantic Medical Capital. In addition, Kevin was Controller of Kleinwort Benson Holdings, Inc., Vice President of financial reporting for Credit Suisse First Boston and an auditor for KPMG. Kevin is a CPA and holds a BS from Fordham University.
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About Cava Capital, Colle Capital Partners, Freedom 3 Capital, Wall Street Technology Partners: Organic Development Stage (Cava Studio) through Early Growth.
Jonathan Hsu
Chief Financial Officer / Chief Operating Officer of AppNexus
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About AppNexus: AppNexus operates a cloud-based software platform that enables and optimizes programmatic online advertising.
Bill Korn
Chief Financial Officer of CareCloud
Bill Korn joined MTBC in June 2013 as Chief Financial Officer. Mr. Korn has served as CFO for six other businesses, including SnapOne and Antenna Software, where he enabled the business to grow at an 87% CAGR through a combination of acquisitions and organic growth. He also spent ten years with IBM as a member of the senior management team that created IBM’s highly successful services strategy in the 1990’s. Mr. Korn graduated magna cum laude from Harvard College and received his MBA from Harvard Business School.
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About CareCloud: CareCloud, Inc., formerly MTBC, provides cloud-based technology-enabled software and services for medical practices in the US.
Michael Facendola
Chief Financial Officer of Truveris
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About Truveris: Truveris is a technology company driving transparency, access and lower costs across the prescription drug ecosystem.
Oleg Demidov
CBDO and CFO of Navigine
Oleg Demidov is the CEO and Founder of CarbonSpace
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About CarbonSpaceTech, CrowdSpace, Navigine: Software platform for precise positioning and online-to-offline attribution.
Nathan Barber
CFO of FinMkt
Before joining FinMkt in 2018, Nathan began his career with JPMorgan’s investment banking group in New York and San Francisco. During his tenure there, he worked on a variety of mergers & acquisitions and capital raising transactions with software and technology clients. In total, he has advised corporate clients on transactions valued in excess of $12 billion. In addition, Nathan has authored a white paper on marketplace lending and advised a leading institutional fund on issues related to marketplace lending and capital formation.
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About FinMkt: Revolutionizing point of sale financing through our highly customizable SaaS, multi-lender, omni-channel platform.
Sudhir Shrotri
Co Founder & CFO of CloudLex
Sudhir cofounded CloudLex® and provides strategic vision to the company. He also provides advice on financing strategy for the company to enable its ambitious growth target. Prior to CloudLex, Sudhir co-founded Lexvia, Inc. where he serves as Founder & CFO. Lexvia is one of the largest civil litigation support services companies in the country, providing comprehensive support to law firms across the country. Sudhir was a hedge fund portfolio manager with $500MM in Assets Under Management at Credit Suisse Asset Management. At Credit Suisse he focused on the Emerging Market Growth Financing portfolio (for Latin America) and the Distressed/Restructuring portfolio (for the US).
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About CloudLex: The next-gen Legal Cloud® to run your entire personal injury practice
Scott Gellman
COO/CFO of Kurtosys
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About Kurtosys: Real growth. Realized. Digital Experience Platform for Financial Services.
Laura Schulhof
CFO of Ambra Health
Laura drives the financial and accounting, legal and HR functions of Ambra Health with a strong background in strategic finance. Prior to joining Ambra in January 2017, Laura was Chief of Staff of the CEO at Endurance International, a publicly-traded SaaS hosting and IT services business for SMBs. While there, she worked closely with the functional leaders of each department and focused finance and operations for the company’s growth ventures. She also worked closely with the BD, Finance and Legal teams to complete the acquisition of Constant Contact in 2015. Prior to joining Endurance in 2015, Laura was an investment banker for Credit Suisse in the Technology group based in San Francisco. While there, Laura was a part of many IPOs, equity and debt financings (including of EIGI) and M&A transactions on both the buy and sell side. Laura is a graduate of Princeton University.
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About Ambra Health: Ambra Health is a medical data and image management SaaS provider company.
Peter Kalotschke
CFO of Computer Generated Solutions
Peter Kalotschke, who joined CGS in 2000 as controller, is the Chief Financial Officer. Mr. Kalotschke has global responsibility for the company’s finances and accounting, including financial reporting, planning and analysis, internal controls, treasury, audit and taxation. Prior to joining CGS, he held similar roles with technology and services companies, after beginning his career in public accounting. Mr. Kalotschke holds a BBA in Accounting from Iona College and is a Certified Public Accountant licensed in the state of New York.
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About Computer Generated Solutions: Computer Generated Solutions, Inc. provides information technology solutions and services in the United States and internationally. Its
Bill Smith
CFO and COO of Booker
As COO / CFO, Bill is primarily responsible for the financial and operational management of Booker. Bill is a seasoned financial executive with more than 20 years of broad financial experience including global finance, capital markets, mergers & acquisitions and investor relations. Bill brings a wealth of experience, having held senior financial positions at Novell, KAYAK, and most recently, Antenna Software. He joins Booker from Antenna Software, which helps enterprises build, manage, and publish mobile applications. As Chief Financial Officer, Bill was responsible for overseeing all financial operations of the company. Prior to that, Bill was CFO of KAYAK Software Corporation (Kayak.com), the well-known travel services provider. For the 13 years prior to this role, Bill was with Novell, Inc., a leading enterprise software provider, where he was VP of Global Finance and oversaw business, operations and international finance, and served as a member of Novell’s Executive Committee. In prior positions with Novell, he was responsible for corporate development, mergers and acquisitions, and investor relations. Prior to Novell, Bill was an investment banker, beginning his career with Merrill Lynch & Co. and going on to hold positions at Morgan Stanley, The Bridgeford Group and Cowen & Co. Bill has a Bachelor of Arts degree from Dartmouth College and a Master of Business Administration from The Wharton School at the University of Pennsylvania.
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About Booker: Booker is a web-based platform enabling businesses to sell their services online, through their website, network of partner sites and apps.
Raymond Lombardi
Vice President and CFO of Teledata Communications
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About Teledata Communications: Teledata Communications is a company that specializes in loan organization.
John Smart
Chief Financial and Administrative Officer of UpClear
John is responsible for helping to deliver efficient, high-value services and solutions to our clients. Dedicated to ensuring that we operate on a consistent basis globally, in agreement with local standards and best practices, John has overseen our growth since joining UpClear in 2012. John brought over thirty years of finance experience, gained mostly in international assignments with AT&T and Deloitte to UpClear and is committed to delivering best-practice across the Company. Over the course of John’s career, he has visited 33 different countries and once had the privilege of working for Captain Jim Lovell, former astronaut and commander of the Apollo 13 mission.
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About UpClear: UpClear is a provider of Revenue Growth Management (RGM) expertise to Consumer Goods manufacturers and distributors across four continents.