Hire remote FP&A Consultants near Charlotte or in a similar time zone
Don Miller
Don is a strategic and relationship-driven servant leader with over 15 years of experience in finance, HR, operations, strategy development and execution, business transformation, and process improvement.
 He has demonstrated success in building teams and systems to help organizations adapt to changing circumstances, scale sustainably, advance their missions, and live their values.Â
Show MoreCurtis H Short
Curt has 30+ years of experience spanning large, mid-size, and small companies—private equity and public, for-profit, and not-for-profit (NFP)—specializing in process improvement. He has successfully led three sell-side M&A transactions and negotiated and implemented a 3-party transitional services agreement. Curt is a CPA with an MBA who loves learning new businesses and looks forward to driving client business success, leveraging his extensive background.
Show MoreJoseph Valentic
Joe has 30+ years of middle-market financial services experience as an investment banker, CFO/COO, strategy consultant, public accountant, banker, and board leader. He excels with strategic planning, fractional CFO, pitch deck creation, fundraising, FP&A, M&A due diligence, and research. Joe helps businesses achieve their growth goals by integrating strategy, fractional executive services, financial planning, and capital placement services.
Show MoreAleksey N. Krylov, CFA
Aleksey served in CFO roles of public and VC-backed private companies. As an investor, he contributed to 25+ private equity deals that have deployed $500 million. He has advised 50+ clients on raising $1.6 billion in equity in the healthcare, consumer, media, software, energy, and industrial sectors. Aleksey enjoys working with officers of early-stage and mature small-cap firms, and he freelances because it exposes him to a wide range of companies.
Show MorePuneet Sapra
Puneet has been CFO of public, middle-market private equity-backed companies, and startups. He has extensive experience working with founders, boards of directors, external partners, and finance teams to grow revenues and profit organically, through M&A, debt, and equity financing.
Show MoreLiana Bertsch
Liana is a CFO for growth companies across a diverse range of industries, including eCommerce, SaaS, marketing agencies, entertainment, and professional services. She has over 15 years of experience providing financial services to clients varying in size from startups to medium-sized. Liana offers a combination of expertise in finance, accounting, management, business leadership, and operations to companies with ambitions to grow their revenues and profitability.
Show MoreLuke Skarzynski
A founder of Just In Case Estates, a legal tech startup, Luke has over ten years as a finance veteran. He began his career at L Catterton, the world's largest consumer-focused private equity firm, and served on a senior leadership team at one of its portfolio companies, growing revenue by over four times and leading the finance, operations, merchandise planning, and customer experience teams. Luke wants to connect with other passionate entrepreneurs and solve exciting new business challenges.
Show MoreDavit Gvelesiani
Davit is a 2025 Incoming Investment Banking Associate at Santander in their New York energy, infrastructure, and transition coverage. During his recent summer, he worked on transactions worth $30+ billion, including projects in oil and gas, hydrogen, carbon capture, and solar panels and module manufacturing. Currently, Davit is a second-year MBA candidate at the University of Rochester. He serves as CEO of the local venture fund focusing on early-stage startups across technology and healthcare.
Show MoreRavi Ramanujam
Ravi has a 25-year GE executive experience driving financial, operational, and strategic initiatives across industries and geographical sectors, covering FP&A, treasury, risk management, audits, controllership, investor relations, and capital markets. He has global joint venture experience and is astute at managing boards. Ravi has also turned multiple business units around to profitability and cash generation and is skilled at navigating economic cycles: growth, liquidity crises, and COVID-19.
Show MoreGregory Fisichelli
Greg is a senior finance executive and CFO who has led the scale-up of emerging SaaS, biotech, and manufacturing technology companies. He has raised over $50 million in equity capital for early-stage ventures and over $1 billion in debt capital for middle-market, capital-intensive businesses. Greg offers a diverse skill set in strategic finance and hands-on financial operations management, specializing in FP&A, budgeting, technical accounting, reporting, audits, treasury, and taxes.
Show MoreWilliam Yeatts
William has in-depth experience in strategic finance, including M&A, corporate finance advisory, FP&A, treasury, and public company investor relations. His expertise spans small teams working on targeted projects to large teams tackling tactical, enterprise-level processes. William has led teams, managed reviews, and completed multiple acquisitions in digital IT services and cybersecurity. He has a passion for numbers and leverages financial decision-making to guide business leaders.
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