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 Customer Service 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.
Phil Davis
Chief Financial Officer of Afiniti
Phil is the Chief Financial Officer of Afiniti. Prior to joining Afiniti, Phil was a senior executive in the investment banking division at Goldman Sachs where he advised clients on corporate finance, risk management and mergers and acquisitions. Phil was also a consultant with McKinsey & Co. where he oversaw consulting teams in the TMT sector on strategy, operations and corporate finance related topics. Earlier in his career, Phil worked as a research scientist at the MIT Media Laboratory and MIT Lincoln Laboratory developing artificial intelligence algorithms for a variety of different applications, including emotion and personality recognition.
Follow Phil Davis:
About Afiniti: Afiniti uses AI to identify and predict patterns of behavior to improve the quality of interpersonal interactions for businesses
Brian Schell
EVP, CFO & Treasurer of Cboe Global Markets
Brian Schell joined BATS as Chief Financial Officer in March 2011 and is also an Executive Vice President of the firm. Mr. Schell oversees all financial activities for the firm including accounting, finance, forecasting, strategic planning, and deal analysis. A 20-year veteran of the financial services industry, Mr. Schell spent 16 years at H&R Block Inc. where he held various senior leadership positions, concluding his tenure as senior vice president, operations, support, and development for the firm’s Tax Services division. Mr. Schell also served separately as chief financial officer of the Tax Services and H&R Block Financial Advisors units, holding the former position for seven years. During Mr. Schell’s tenure at H&R Block, he led several merger and acquisition assignments, while directing financial operations and strategic planning initiatives that led to significant revenue growth and operational efficiencies. Most recently, Mr. Schell was chief financial officer at Pollen Inc., a Kansas City-based technology company working with large companies redeploying cash in their accounts payables. Mr. Schell began his career as an analyst at JP Morgan & Co. in New York and also spent five years in Washington, D.C., at KPMG Peat Marwick and the Federal Deposit Insurance Corporation, facilitating regulatory-assisted banking transactions. Mr. Schell graduated from the University of Notre Dame in 1987 with a bachelor’s degree in business administration and an emphasis in finance. He also holds a master’s degree in business administration from The George Washington University.
Follow Brian Schell:
About Cboe Global Markets: Cboe Global Markets is an operator of stock and options markets in the U.S. and Europe.
Marcus Alexander
CFO of Capacity
Marcus Alexander is CFO at Capacity.
Follow Marcus Alexander:
About Capacity: Capacity is an AI-powered helpdesk that automates support for customers and employees.
Dan Bachus
CFO of Grand Canyon University
Follow Dan Bachus:
About Grand Canyon University: Grand Canyon University is a private Christian university. GCU is regionally accredited and offers on campus and online degree programs.
Sydney Carey
CFO of Talkdesk
Sydney Carey was named as Chief Financial Officer of Talkdesk in August 2021. Prior to joining Talkdesk, she was the CFO of Sumo Logic. Carey was the chief financial officer of Zscaler and MongoDB, Inc. Before MongoDB, she was executive vice president and chief financial officer of TIBCO Software, Inc. Before her tenure at TIBCO, Carey served as a chief financial officer at a number of companies, including Vernier Networks, Inc., Pacific Broadband Communications, Inc., and Entera, Inc. She holds a B.A. in economics from Stanford University and was the winner of the Bay Area CFO of the Year in 2012 and the 2010 Stevie Award for Women in Business, Best Executive.
Follow Sydney Carey:
About Talkdesk: Talkdesk offers an enterprise contact center platform that allows companies to make the customer experience a competitive advantage.
Chris Lynch
Chief Financial Officer of Sprinklr
Chris is a financial executive with extensive knowledge in technology software and advertising businesses. In his current role, he is working to maximize Sprinklr’s opportunities for overall growth and international expansion. Chris is best known for his work at Bazaarvoice and his key role in its successful IPO. Through innovative thinking and diagnostic problem solving, Chris has led global finance organizations through periods of rapid growth. He brings passion for a high growth technology environment to his role at Sprinklr.
Follow Chris Lynch:
About Sprinklr: Sprinklr provides enterprise software for customer experience management.
Alex Kleyner
Chief Financial Officer of Callision
Alex Kleyner is a Chief Financial Officer at Callision.
Follow Alex Kleyner:
About Callision: Callision is the world’s fist free business phone system.
Bradley Powell
Senior Vice President, Chief Financial Officer of Expeditors International
Follow Bradley Powell:
About Expeditors International: Expeditors is a global logistics company headquartered in Seattle, Washington. As a Fortune 500 company, they employ over 13,000 trained
Andre Valentine
Chief Financial Officer of Convergys
Andre Valentine is Chief Financial Officer for Convergys Corporation. He is responsible for managing the financial risks of the company, with oversight for corporate strategic development, financial planning and reporting, internal audit, real estate, procurement, and investor relations. He reports to Andrea Ayers, President and Chief Executive Officer of Convergys. Andre has been with Convergys since 1997. Prior to his current role, Andre served as Chief Financial Officer for Convergys’ Customer Management line of business. He also held the position of Senior Vice President and Controller of Convergys, as well as Senior Vice President of Group Finance for Customer Management (CM). Prior to Convergys, Andre worked for Coopers and Lybrand. Andre is a native of Cincinnati and has a bachelor’s degree in accounting from the University of Cincinnati.
Follow Andre Valentine:
About Convergys: Convergys provides relationship management solutions that operates in customer, information, and human resources management sectors.
John Gardiner
Chief Financial Officer of Sitecore
Follow John Gardiner:
About DiscoverOrg, Sitecore: Sitecore is a customer experience management company that provides multichannel marketing automation software and web content management.
Brian Ferraioli
Executive Vice President and Chief Financial Officer of KBR, Inc
Brian Ferraioli is KBR’s Executive Vice President and Chief Financial Officer. He joined KBR in late October 2013 and brings more than 37 years of financial and accounting experience in the engineering and construction industries. Prior to joining KBR, Mr. Ferraioli held the position of Executive Vice President and Chief Financial Officer at The Shaw Group in Baton Rouge, Louisiana until its sale in early 2013. Before joining Shaw in July 2007, he served in numerous roles at Foster Wheeler AG in Clinton, New Jersey. Mr. Ferraioli began his Foster Wheeler career in 1979 as an internal auditor and rose through the corporate ranks, ultimately becoming a Vice President and Corporate Controller. Mr. Ferraioli holds a Master of Business Administration with honors from Columbia University and a Bachelor of Science in Accounting from Seton Hall University. Mr. Ferraioli is a member of the Board of Directors of The Babcock & Wilcox Co. in Charlotte, North Carolina and is the Chair of their Audit Committee.
Follow Brian Ferraioli:
About KBR, Inc: KBR, Inc. is an American engineering, procurement, and construction company, formerly a subsidiary of Halliburton.
Scott Tozier
Executive Vice President & Chief Financial Officer of Albemarle
Scott Tozier is a Executive Vice President & Chief Financial Officer at Albemarle.
Follow Scott Tozier:
About Albemarle: At Albemarle, our nearly 4,000 employees put their ideas and innovations to work every day for communities and customers around the globe
Craig Swimmer
CFO of Touchsides
Craig joined Touchsides in 2013 and is responsible for the Group’s finance, taxation, internal audit and sustainability. Craig was COO of an IT company spanning locations across the US and internationally. He was instrumental in establishing the company as the leading technology provider to the food industry and certification specialists. Prior to that, Craig was head of the training and Computer Audit departments of Grant Thornton South Africa and was transferred to the New York office of Grant Thornton LLP. Craig was a key driver in the implementation of Sarbanes-Oxley for the New York office and its clients. Craig has a B Compt. Honors degree and is a registered Chartered Accountant/CPA.
Follow Craig Swimmer:
About Touchsides: Touchsides uses technology and big data insights to help brands and retailers win and retain loyal customers in high-growth markets
Rich Forcier
CFO of Litmus
Rich Forcier has extensive experience in the financial and operational management of high-growth private and public technology companies, and is responsible for leading finance and administration. Prior to DataXu, Rich held senior finance leadership positions and was instrumental in building three enterprise technology companies: Precise Software Solutions (Veritas); Maker Communications (Conexant Systems); and Tenebril, (Halo Technology). Rich also serves as a financial advisor for Hack/Reduce, a Boston-based organization dedicated to creating the talent and the technologies that will shape our future in a big data-driven economy.
Follow Rich Forcier:
About Kuebix, a Trimble Company, Litmus: Litmus is a testing and QA service for email marketers.
Matthew Kurke
CFO of LiveLOOK
Matthew P Kurke came to LiveLOOK with a background in public accounting, managing audits of SEC registrants and privately held companies. Prior to joining the LiveLOOK team Matt was with Bagell, Josephs, Levine & Company specializing in developmental stage companies with responsibility for software development revenue recognition, capitalized research and development, and complicated debt and equity financings including troubled debt restructurings and derivatives. Matt is a licensed CPA and a member of the Pennsylvania Institute of Certified Public Accountants. When he’s not working, Matt composes, arranges, and produces original music. He has performed live most of his life, and holds numerous copyrights for original jazz compositions.
Follow Matthew Kurke:
About LiveLOOK: LiveLOOK creates co-browsing and screen sharing technologies primarily for customer service interactions.
Heath R. Byrd
Executive Vice President, Chief Financial Officer of Sonic Automotive
Mr. Heath R. Byrd assumed the office of Executive Vice President and Chief Financial Officer on March 31, 2013. Mr. Byrd had served as Sonic’s Vice President and Chief Information Officer since November 2007 with responsibility for establishing and directing the strategic long-term goals, policies and procedures of Sonic’s business technology group. Prior to joining Sonic, he served in a variety of management positions at HRAmerica, Inc., a workforce management firm that provided customized human resource and workforce development through co-sourcing arrangements (“HRAmerica”), including as a director, as President and Chief Operating Officer and as Chief Financial Officer and Chief Information Officer.
Follow Heath R. Byrd:
About Sonic Automotive: Sonic Automotive, as a Fortune 500 company and member of the Russell 2000 Index, is among the largest automotive retailers in the United
Balaji Sekar
Chief Financial Officer of TaskUs
Chief Financial Officer at TaskUs..
Follow Balaji Sekar:
About TaskUs: TaskUs is a customer care and back office support company that helps companies provide exceptional experiences for their customers.
Sheryl Lisowski
Interim Chief Financial Officer, Controller, and Chief Accounting Officer of Fastenal Company
Ms. Lisowski has been our interim chief financial officer since January 2016, and our controller and chief accounting officer since October 2013. From March 2007 to October 2013, Ms. Lisowski served as our controller – accounting operations. Ms. Lisowski joined Fastenal in 1994 and, prior to March 2007, served in various roles of increasing responsibility within our finance and accounting team.
Follow Sheryl Lisowski:
About Fastenal Company: Fastenal has grown from a single store to more than 2,700 locations, each providing tailored local inventory.
Scott Levine
CFO of IgnitionOne
As Chief Financial Officer, Scott is responsible for managing all financial operations and acquisitions for the company. Scott brings more than 15 years in the accounting and finance field primarily with entrepreneurial, middle market public and private companies focused on Internet marketing and content. Before joining IgnitionOne, Scott was Chief Financial Officer of iVillage, a leading Internet-based content source for women. Scott is a Certified Public Accountant and received his MBA in Accounting from Baruch College in 1993.
Follow Scott Levine:
About IgnitionOne: IgnitionOne is a marketing technology and services that offers cloud-based customer intelligence solutions to enterprise marketers.
Paul Helton
Chief Financial Officer of RelaDyne
Helton joined RelaDyne in 2012 from Petermann Partners, the largest privately held provider of school bus transportation services in the world, where he had been Vice President and CFO since 2005. As CFO at Petermann, Helton had many tasks, including completing a five roll up acquisition of top 50 school bus contractors and structuring deals to take advantage of various tax planning strategies saving the company over $1 million in annual taxes. At RelaDyne, Helton’s main priority is to build a finance organization that will provide support to the company in achieving its very exciting growth objectives. His other duties consist of responsibilities for the financial operations of the business including accounting operations, treasury, financial planning and analysis, banking and investor relations. Paul is a 1987 graduate from the University of Kentucky where he received a Bachelor of Science in Accounting. He continues to maintain his Certified Public Accountant (CPA) certification and resides in Villa Hills, Kentucky.
Follow Paul Helton:
About RelaDyne: RelaDyne is a supplier of comprehensive equipment reliability products and value added services.
Stephen Scherger
Senior Vice President & Chief Financial Officer of Graphic Packaging
Stephen Scherger is the Senior Vice President and Chief Financial Officer of Graphic Packaging Holding Company. From October 1, 2014 through December 31, 2014, Mr. Scherger was the Senior Vice President – Finance. From April 2012 through September 2014, Mr. Scherger served as Senior Vice President, Consumer Packaging Division. Mr. Scherger joined Graphic Packaging Holding Company in April of 2012 from MeadWestvaco Corporation, where he served as President, Beverage and Consumer Electronics. Mr. Scherger was with MeadWestvaco Corporation from 1986 to 2012 and held positions including Vice President, Corporate Strategy; Vice President and General Manager, Beverage Packaging; Vice President and CFO, Papers Group, Vice President Asia Pacific and Latin America, Beverage Packaging, CFO Beverage Packaging and other executive-level positions .
Follow Stephen Scherger:
About Graphic Packaging: Graphic Packaging is committed to providing consumer packaging that makes a world of difference.
Jeff Nichols
Chief Financial Officer of ujet.cx
Jeff Nichols currently works as Chief Financial Officer at UJET. He previously worked at Glassdoor as SVP, Head of Finance (Acting CFO).
Follow Jeff Nichols:
About ujet.cx: UJET, Inc. is the world’s first and only CCaaS 3.0 cloud contact center provider.
Scott Murphy
Vice President and Chief Financial Officer of Birch Communications
Scott Murphy is the vice president and chief financial officer of [Birch Communications](https://www.crunchbase.com/organization/birch-communications), a communications, network, cloud, and IT solutions provider. Prior to that, he was the chief financial officer at RMS Family Restaurants. Murphy holds an MBA from Emory University and a bachelor’s degree in accounting from the University of Georgia.
Follow Scott Murphy:
About Birch Communications: Birch Communications, Inc. is a leading communications, network, cloud and IT solutions provider.
Andy Moeder
Chief Financial Officer of Pro Mach Group
As ProMach’s Chief Financial Officer, Mr. Moeder leads the company’s financial strategy for long-term profitability and provides financial guidance to support continued growth. He also oversees the company-wide finance and accounting teams. Along with other members of senior management, Mr. Moeder is focused on strengthening ProMach’s position as a leader in packaging value for its customers. Mr. Moeder has earned a reputation for strong financial leadership, including during his tenure with ProMach in various financial roles. Mr. Moeder joined ProMach in 2012 from global publishing company Houghton Mifflin Harcourt, where he served in FP&A and Internal Audit leadership roles. Mr. Moeder started his career providing accounting and auditing consulting services with Grant Thornton. Mr. Moeder earned his B.S. in Accounting / Finance and his M.B.A. from the University of Dayton. He is a member of the American Institute of Certified Public Accountants and the Florida Institute of Certified Public Accountants.
Follow Andy Moeder:
About Pro Mach Group: Pro Mach is an automated packaging solutions provider serving manufacturers of all sizes and geographies in the industrial industries.
Fred Pensotti
Executive Vice President & Chief Financial Officer of Radial
Prior to joining the Company, Fred was chief financial officer for Interline Brands, where he was responsible for partnering with business operations to optimize the company’s performance, in addition to capital fundraising and corporate strategic transactions to drive exceptional shareholder returns. Prior to that he served in various leadership roles with Sabre Corporation, including senior vice president of finance and corporate controller, chief financial officer of several business units, and corporate treasurer. His experience also includes working in corporate finance for American Airlines. Fred is a licensed CPA and CFA, and earned his MBA from Cornell University’s Johnson Graduate School of Management. He also holds a BBA in finance and international business from the University of Texas at Austin. – See more at: http://www.radial.com/about/our-team#sthash.AyUl5ieF.dpuf
Follow Fred Pensotti:
About Radial: Radial provides omnichannel commerce technology, enabling brands and retailers to exceed retail customer expectations.
Edward J. Lehner
Executive Vice President & Chief Financial Officer of Ryerson
Edward Lehner is the President & Chief Executive Officer at Ryerson.
Follow Edward J. Lehner:
About Ryerson, Ryerson: Ryerson is a leading distributor and processor of metals in North America. Headquartered in Chicago
David Dunavant
Chief Financial Office of Vital Records Control
David Dunavant is Chief Financial Officer for Vital Records Control and is responsible for all its finance, treasury, accounting, financial planning and mergers and acquisitions activities. Before joining Vital Records Control, David was CFO of both Monogram Foods and LEDIC. He has held financial planning and accounting positions with Kellogg Company, Jimmy Dean Foods, Hilton Hotels Corporation and the United States Navy. David is a certified public accountant and has been a member of various professional organizations and served on Boards for non-profit organizations including: The TN Society of CPAs, Institute of Management Accountants, Society of Human Resources Management, Memphis YMCA Board of Directors, Leadership Memphis Board of Directors, and The Family Link, a United Way agency.
Follow David Dunavant:
About Berner Food & Beverage, Vital Records Control: Vital Records Control provides records management solutions to help you maintain and enhance the value of your information.
Rich Lockwood
CFO & Compliance of Phy
GAAP, structure, compliance with some data privacy and security, SaaS product, HR. Thinking beyond AdTech…melding of ecommerce, mobile, digital marketing, and support. Inbound Minority Report.
Follow Rich Lockwood:
About Blankenship CPA Group, Phy, Tapps.to: The physical-to-mobile content platform for QR codes, NFC tags and Bluetooth beacons.
Dale Brian Mikus
Chief Financial Officer of H-D Advanced Manufacturing
Mr. Dale B. Mikus serves as the Chief Financial Officer at H-D Advanced Manufacturing Company. Mr. Mikus served as Chief Financial Officer and Vice President at Latrobe Specialty Metals, Inc., from June 2007 to August 2012 and serves as its Principal Accounting Officer. Mr. Mikus served as Vice President and Chief Financial Officer of Copperweld Bimetallics, LLC since January 2004. Prior to joining Copperweld, Mr. Mikus served as Vice President – Finance and Chief Accounting Officer for Dresser Inc until September 5, 2003. While with Dresser, he completed a leverage recapitalization buyout transaction, restructured Copperweld Corp.’s corporate finance department and was responsible for completing several strategic acquisitions. He served as Vice President of Dresser International, Inc. From 1998 to 2001, Mr. Mikus served as Vice President and Chief Financial Officer of Dresser Equipment Group Inc., a Halliburton Company, where he was responsible for Copperweld Corp.’s financial and accounting activities. Copperweld is the largest producer of steel tubular products in North America and the largest producer of bimetallic products in the world. They operate 11 tubular products plants and two bimetallics plants and employ 2,300 people in North America and the United Kingdom. He began his career with Dresser Industries as Manager – Corporate Accounting in 1997. Prior to joining Dresser, Mr. Mikus worked in the Dallas and Pittsburgh offices of PriceWaterhouse LLP. During his career with PriceWaterhouse, he planned, managed, supervised and performed audits and business advisory services for a wide range of clients from multi-national corporations to small, not-for-profit organizations. Mr. Mikus has nearly twenty years of experience in finance and accounting. He served as a Director of Dresser International, Inc. Mr. Mikus holds a BSBA degree in accounting from Robert Morris University. He is a Certified Public Accountant and a member of the American Institute of Certified Public Accountants and the Pennsylvania Institute of Certified Public Accountants.
Follow Dale Brian Mikus:
About H-D Advanced Manufacturing: H-D Advanced Manufacturing is an investment holding company.
John Cattier
CFO of CFI Group
Joining CFI Group in 2001, John Cattier directs and has responsibility for North American accounting practices, financial reporting, human resources, and operations. He also has responsibilities for finance and accounting for CFI’s worldwide operations. John has over 30 years of experience as a financial and operating executive in public, private, and non-profit enterprises. Previously he was the Chief Financial Officer of the Industrial Technology Institute, Chief Financial Officer of Medasys, Inc., and the Directeur Financier et Adminstratif at Chamebel Afrique et Socoma Industries in Abidjan (1980-1983).
Follow John Cattier:
About CFI Group: CFI Group is a global leader in Customer Experience Management (CEM) solutions. Founded in 1988.
Ross Jones
CFO of Tethr
Follow Ross Jones:
About Tethr: Tethr operates as an AI-powered conversation intelligence platform.
Tom Munro
COO & CFO of Media Partners
Tom Munro is the COO & CFO at Media Partners .
Follow Tom Munro:
About Media Partners, Verimatrix: Video based learning for business.
Margaret M. Taylor
CFO of Access National Bank
Follow Margaret M. Taylor:
About Access National Bank: At Access National Bank, we believe in putting our clients first, and making their financial goals, our goals.
Margaret M. Taylor
CFO of Access National Bank
Follow Margaret M. Taylor:
About Access National Bank: At Access National Bank, we believe in putting our clients first, and making their financial goals, our goals.
Kendall Simmonds
Chief Financial Officer of WeXplor, Inc
Follow Kendall Simmonds:
About WeXplor, Inc: WeXplor gives consumers a reason to interact with other consumers and businesses by way of monetary incentives
Bill Tole
CFO of Bloomfire
Follow Bill Tole:
About Bloomfire: Bloomfire is a knowledge sharing platform that enables employees to quickly find the information they need to do their jobs.
Ken Bowles
Chief Financial Officer of WilsonHCG
Ken Bowles is a seasoned executive with over 15 years of experience in corporate leadership and finance for the manufacturing and technology industries. As CFO, Ken has primary responsibility for managing the firm’s financial growth. In this role, he has oversight of accounting, finance, forecasting, corporate operations, legal, and private and institutional financing. Prior to Tribridge, Ken was the CFO of GE Intelligent Platforms, a division of the General Electric Company. GE Intelligent Platforms is a global Software, Services and Hardware business focused on helping customers connect their machines, data, insights and people to improve performance, uptime and productivity. Ken was responsible for the overall finance strategy, as well as driving operational excellence to impact growth and maximize profits. Throughout his time at GE, Ken held numerous progressive finance roles across multiple GE businesses with experiences in commercial finance, supply chain, financial planning & analysis, and mergers & acquisitions. Prior to GE Ken served as an Officer in the US Army supporting the 2d Infantry Division and the US Army Finance School. He holds an MBA from the University of South Carolina and a Bachelor’s Degree from Xavier University.
Follow Ken Bowles:
About Austin Business Journal Leadership Trust, WilsonHCG: WilsonHCG is a RPO and human capital consulting firm that offers talent consulting and executive search services to its clients.
Andy Zahn
CFO at WilsonHCG of WilsonHCG
Follow Andy Zahn:
About WilsonHCG: WilsonHCG is a RPO and human capital consulting firm that offers talent consulting and executive search services to its clients.
Andy Zahn
CFO at WilsonHCG of WilsonHCG
Follow Andy Zahn:
About WilsonHCG: WilsonHCG is a RPO and human capital consulting firm that offers talent consulting and executive search services to its clients.
Laura Mitchell CPA
Co-Founder, CFO of Choice Customer Care LLC
Follow Laura Mitchell CPA:
About Choice Customer Care LLC: Bedside tablet for hospitals. Need specific icons push to correct provider. Replacing the nurse’s call button with tech!
