Boardroom Media (CFO News)
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 United States based CFO’ operating in the Accounting 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.
Paul Jun
Chief Financial Officer of Pilot
Paul Jun is the Chief Financial Officer at Pilot. He previously served as VP of Corporate Finance & Strategy at [Dropbox](https://www.crunchbase.com/organization/dropbox) and a venture capital investor at [Index Ventures](https://www.crunchbase.com/organization/index-ventures). Prior to that, Jun was a private equity associate at Leonard Green and Partners and investment banking analyst at Morgan Stanley.
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About Pilot: Pilot is a platform that offers bookkeeping, tax, and CFO services for growing businesses.
Efrain Rivera
CFO & Treasurer of Paychex
Efrain Rivera joined Paychex in June 2011 as senior vice president, chief financial officer, and treasurer. Rivera was formerly corporate vice president and chief financial officer at Bausch & Lomb, a global eye health company. During his time at Bausch & Lomb, Rivera held several senior management positions, with responsibilities ranging from managing the company’s commercial operations in Latin America and Canada, to leading finance for Bausch & Lomb’s global vision care division, to overseeing the firm’s treasury operations, including management of a $600 million investment portfolio. Most recently, he served as vice president of finance and administration at Houghton College in Western New York. Rivera holds a Doctor of Management degree from Weatherhead School of Management at Case Western Reserve University in Cleveland, Ohio. Additionally, he earned his Master of Business Administration from the William E. Simon Graduate School of Business at the University of Rochester, and a Juris Doctor degree from New York University in New York City. He earned his Bachelor of Science degree from Houghton College.
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About Paychex: Paychex together with its subsidiaries, provides payroll, human resource, and benefits outsourcing solutions for all businesses.
Neil Williams
Senior Vice President, CFO of Intuit
Neil Williams became Intuit’s senior vice president and chief financial officer in January 2008. Williams has nearly 30 years of strategic, operational and transactional experience in the financial services industry. He is responsible for all financial aspects of the company, including corporate strategy and business development, investor relations, financial operations and real estate. Before joining Intuit, Williams was the executive vice president and chief financial officer for Visa U.S.A., Inc. In that role, he led all financial functions for the company and its subsidiaries, including financial planning, business planning and financial monitoring. Williams concurrently served as chief financial officer for Inovant LLC, Visa’s global information technology organization, responsible for global transactions processing and technology development. His previous banking experience includes senior financial positions at commercial banks in the Southern and Midwestern regions of the United States. Williams, a certified public accountant, received his bachelor’s degree in business administration from the University of Southern Mississippi.
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About Intuit: Intuit offers business and financial management solutions for SMBs, financial institutions, consumers, and accounting professionals.
Stephen Terry
CFO of Early Growth
Stephen Terry is the CFO at Early Growth.
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About Azure Cleantech Energy Fund, Early Growth: Early Growth is a financial services company.
Brian Young
Chief Financial Officer of Early Growth
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About Early Growth: Early Growth is a financial services company.
David Crenshaw
Chief Financial Officer & Corporate Secretary of Confirmation
David Crenshaw serves as the Chief Financial Officer and Corporate Secretary of Confirmation.com. A mergers and acquisitions attorney and certified public accountant by training, David oversees the accounting, finance, legal and human resources divisions of the company. Prior to joining Confirmation.com, David practiced corporate law at Nashville-based Sherrard Roe Voigt & Harbison, PLC specializing in complex acquisitions, equity and debt financings, securities law, and corporate governance matters. He regularly represented venture capital and private equity clients in various business transactions, investment strategies, joint ventures, and other strategic alternatives. Before practicing law, David served as a certified public accountant for Ernst & Young, LLP performing audits and transaction advisory services for fortune 500 clients with headquarters in and around middle-Tennessee. David has a Juris Doctorate from Vanderbilt University and a Masters of Accounting from the University of Tennessee.
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About Confirmation: Confirmation is the leading digital platform and global network for confirming financial data.
Ryan Schaffer
CFO of Expensify
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About Expensify: Expensify is a financial services company that provides an online expense management service for businesses.
Evan Zawatsky
Partner / Fractional CFO of Wells Group of New York
Evan Zawatsky is a partner of Wells Group and specializes in CFO and Controller services. At Wells Group, he has served as the VP of Finance at Draper James, interim Controller at Daily Harvest, and consultant CFO at Snowe, FEED, and State Bags, among others. Currently, he consults with 20+ organizations in consumer goods & services, healthcare, food & beverage, and financial services. Evan began his career in audit at KPMG, where he earned his CPA, and later joined Ernst and Young’s Advisory group. After completing his MBA, Evan spent four years as an independent consultant while partnering with Nomad Financial and Catalant, focusing on working with start-ups in finance, accounting and management consulting engagements. He consulted 100+ start-ups in tech, consumer goods & services, healthcare, and manufacturing, while also working with Anheuser-Busch’s ZX-Ventures, Estee Lauder and Covanta Energy. Evan received his BS in Accounting from the University of Delaware and MBA from UNC Chapel Hill’s Kenan-Flagler Business School.
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About STATE Bags, Wells Group of New York: Wells Group provides Interim CFO, COO, & Controller services acting as a cost-effective solution for companies at all stages.
Carol Wood
CFO of PaySimple
CFO at PaySimple.
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About PaySimple: PaySimple provides a SaaS-based online payment solution that offers integrated invoicing and payment acceptance in one system.
Kirk Haggarty
CFO of North American Bancard
Kirk Haggarty is the chief financial officer for PayAnywhere and North American Bancard (NAB), a multi-faceted payment solutions provider dedicated to delivering the latest payments technology with the highest level of customer service. Kirk is responsible for all of the financial functions of the Companies, including but not limited to Accounting, Treasury, Capital Formation and Merger and Acquisition activities. Kirk is also responsible for overseeing the Legal and Human Resources areas in addition to the following joint ventures and subsidiaries of the Company: Payment Processing Technologies, LLC, Capital for Merchants, ATM, Rapid Capital Funding, Velocity, First Choice Payment Solutions, Point and Pay, LLC and CDI, LLC. Kirk is a recognized expert in Financial Services with seventeen years spent in Investment Banking where he was responsible for providing capital raising, joint ventures, and mergers & acquisition advisory services to middle market companies in North America and another six years as chief financial officer for private companies, including NAB. Prior to joining NAB, Kirk spent four years as executive vice president and chief financial officer at Atlas Oil Company, a multi-billion dollar revenue generating energy distribution company with business in over 23 states. Prior to Atlas, Kirk co-founded and served as president of the investment banking firm Donnelly Penman & Partners for nine years. Prior to that Kirk was a vice president within the investment banking group of Raymond James and its predecessors for seven years. Kirk majored in Finance and obtained a BSBA degree from Georgetown University. Kirk also holds a MBA in Finance from the University of Detroit.
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About North American Bancard: North American Bancard provides payment processing solutions such as credit, debit, check conversion, guarantee and loyalty card solutions.
Paul Suh
CFO of Back Office
Paul Suh is the CFO at Back Office.
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About Back Office, Petciety: Finally is a fast growing fintech company whose mission is to help small & medium sized businesses automate their accounting and finance.
Naresh Bansal
Chief Financial Officer of AppZen
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About AppZen: AppZen is an artificial intelligence platform for modern finance teams.
Sam Madden
CFO of Propeller Industries
Sam Madden is director of finance at Propeller Industries. Previously Sam was the co-founder of PocketSuite which delivers mobile messaging & scheduling tools to service professionals. Prior to PocketSuite, Sam spent his career in investment management (MVR, Highland Capital) and investment banking (Credit Suisse). Sam is a CFA charterholder and graduated from Colgate University.
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About Propeller Industries: Propeller Industries offer strategic finance and accounting partner for venture-stage businesses.
Jeffery B Thill
Partner & Chief Financial Officer of Wipfli LLP
Partner & Chief Financial Officer at Wipfli LLP.
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About Wipfli LLP: Wipfli LLP is one of the top 20 accounting and consulting firms
Michael Burdick
Founder, Chief Strategy Officer & Interim CFO of Paro
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About Paro: Paro is a startup that offers a curated professional services marketplace for finance professionals.
Timothy Costello
CFO of True Partners Consulting
Timothy L. Costello is Chief Financial Officer of True Partners Consulting LLC. Before True Partners, he was Chief Operating Officer of Sphere Communications Inc., a leading provider of VOIP telephone systems. He joined Sphere Communications as its Chief Financial Officer in 1996. Prior to Sphere, Mr. Costello was a Senior Manager at Arthur Andersen LLP in the audit and business advisory practice. Mr. Costello received his Bachelor of Science degree in Accountancy at the University of Illinois at Urbana-Champaign and is a Certified Public Accountant.
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About True Partners Consulting: True Partners Consulting, a global tax and business advisory firm, allowing public and private enterprises navigate complex tax regulations.
Colleen Zoodsma
Startup CFO / Head of Operations of Countsy
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About Countsy: Countsy provides Accounting and HR as a service to venture-backed startups.
Todd Welu
Chief Financial Officer of Crowe LLP
Prior to joining Crowe, Todd was the CFO of a billion-dollar asset management firm, the CFO/COO of an international executive search firm, and a senior manager at a Big Four public accounting firm, providing public accounting and consulting services.
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About Crowe LLP: Crowe LLP is a public accounting, consulting, and technology firm.
Mike Anthofer
CFO Consultant of Murdock Martell, Inc
Mike Anthofer is the CFO Consultant of Murdock Martell.
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About Mojo Networks, Murdock Martell, Inc: Specialized finance, accounting and HR solutions on demand
Howie McClennan
VP & CFO of Crop Pro Insurance
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About Crop Pro Insurance: A Managing General Agency ( MGA) specializing in federal and private crop insurance for GuideOne Mutual Insurance Company.
John Bowen
CPA, CFP, CFF, Chief Financial Officer of BankTEL Systems
John Bowen joined BankTEL as the Chief Financial Officer in June, 2006. As a former client twice, once as the CFO of a community bank and again as CFO of a regional utility company, he has had the opportunity to use both their Financial Products as well as the Cash Management Products. John graduated from the University of Southern Mississippi in 1980 with a BS in Accounting. He has since spent four years in public accounting, ten years in banking, and ten years working for a regional propane company. At BankTEL, his responsibilities include all aspects of accounting and finance. John also serves as a consultant to their program enhancement team and assists in sales and marketing efforts.
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About BankTEL Systems: BankTEL Systems help financial institutions manage their expenses with easy-to-use software.
Francesca Diego
Consulting CFO of PBO Advisory Group
Francesca San Diego has over twenty five years of experience in finance and business management in a wide range of organizations, including three start-up ventures. Her areas of expertise include strategic planning, finance and business development. Francesca worked with Karen to negotiate and implement the merger of Elan Organic Coffee with Neumann Kaffe Gruppe.
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About PBO Advisory Group, Women of Coffee: PBO Advisory Group provides highly skilled fractional accounting, HR, business advisory, and governance, risk & compliance services.
Ryan Steck
CFO of Ignite Spot
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About Ignite Spot: Ignite Spot is the entrepreneur’s solution for outsourced accounting.
Kathi Haller
Co-Founder & COO, CFO of DataServ, L.L.C.
Kathi is Partner is co-Founder and Chief Financial Officer of Dataserv. As a dual major in Accounting and IT and experience in software development, her unique skill set, deep financial expertise and 15 years of leadership shape our product vision. Her responsibilities include not only the Finance, Product and Development teams, but also the Legal, Human Resources and Digital Mailroom functions.
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About DataServ, L.L.C.: SaaS ECM provider of Accounts Payable, Accounts Receivable, and HR automation
