Finance Processes

Scott is a seasoned CPA and interim CFO who has helped clients achieve financial clarity in a wide range of industries. He specializes in high-level monthly financial oversight, accounting software projects, and corporate tax planning.

A veteran of VC, Jeffrey now provides investment banking services to early- and mid-stage startups and has served as interim CFO for more than 300 companies and funds.

Nicholas is a corporate strategy and FP&A expert who works with businesses to optimize their operations and execute high-priority strategic initiatives. He has helped entrepreneurs raise more than $600 million through financial modeling and pitch deck development.

Jeff is a former CFO, financial expert, and lawyer specializing in financial and investment analysis, as well as legal and regulatory issues relating to business and finance. He was previously Director of Global Liquidity Investment Solutions, Western Regional Manager, at Bank of America and Head of Bankruptcies and Restructurings at Allstate Insurance.

Stefan is the Director of Data-Driven Insights and Analytics for Cargotec, a leading provider of cargo and loading solutions. He has also served as an M&A director and a startup CFO, and led financial modeling and analysis as a leveraged finance manager at the Royal Bank of Scotland.

Christopher is a Senior Writer at Toptal with 13 years of experience researching and writing about how technology transforms sectors like banking, business, manufacturing, and healthcare. He was previously the business and technology editor at AméricaEconomíca and has developed content for Sony Pictures, Johnson & Johnson, Mini, and LATAM Airlines.

Juan is a management consultant and expert in strategy, business planning, and process improvement who has helped implement S&OP at companies in multiple industries in Latin America. He has 20 years of experience as a senior and advisory manager for corporations including Mondelez International, Yanbal International, and PwC.