Hire remote FP&A Consultants near Dallas or in a similar time zone
Kevin Roberts
Over the last 20+ years, Kevin has closed 46 M&A deals totaling several billion in value. He started his career at leading investment banks—Bank of America and Merrill Lynch—and respected private equity firms—Trinity Hunt—advising clients ranging from $1-billion companies to startups and investment firms to family offices. Kevin joined Toptal mainly to leverage his capabilities in M&A and strategic finance, aiming at helping talented entrepreneurs and investors achieve their growth objectives.
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William 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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Carol Kraemer
Carol advised in the sale of a global multi-billion dollar energy company and served as a sub-segment controller/CFO for Siemens. She helps companies grow through acquisitions, fundraising, and strategic advisory. Carol has built some of the most sophisticated financial models for high-tech startups as well as large corporations and infrastructure projects. Freelancing allows her to broaden her industry focus while working with very driven CEOs.
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Curtis 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.
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Joseph 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.
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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
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Eric Till
Eric is a financial services professional with 13+ years of experience as a sell-side, buy-side, and startup professional, advising on debt and equity deals from $10 million to over $1 billion. He has deployed more than $2 billion into funds at Apollo across various structures and sectors. During his experience at boutique firms and on his own, he has worked with both large and early-stage companies. Eric wants to work on challenging projects alongside his other small business owner endeavors.
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Aleksey 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.
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Puneet 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.
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Davit Gvelesiani
As a venture capital associate at one of the largest Upstate New York funds, David specializes in seed and early-stage investments in the technology and healthcare industries. Previously, as an investment banking analyst at TBC Capital, he led M&A and LBO transactions worth $800M across the telecom, energy, real estate, and infrastructure sectors. At Toptal, David enjoys bringing a positive impact on client strategies in M&A, corporate finance, and strategic development.
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Liana 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.
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