Hire remote Fractional CFOs near San Antonio 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.
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 MorePaul Manry
Paul provides financial advisory services for business owners and entrepreneurs in the lower-middle market, in addition to private equity groups and strategic buyers. He has over 15 years of professional advisory experience, including nine years with KPMG and EY and four years with a global M&A firm. Paul's expertise includes mergers and acquisitions, executive financial leadership, financial planning and analysis, financial modeling, due diligence, and business valuation.
Show MoreCraig Doescher
Craig has raised $100 million+ in debt and equity for companies seeking to grow, restructure, or exit. His unique combination of operational experience and financial expertise across industries gives him a 360-degree perspective to approach client situations and provide creative solutions for financial needs. After working as a finance executive or direct hire since 2004, he transitioned to freelancing in 2018 to leverage his vast range of interests and desire to expand his geographic reach.
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 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 MorePerry Trevithick, CMA
Perry is a Certified Management Accountant who has yielded profit increases of up to 300% for clients and saved $10 million in interest expenses for the FHLBanks Office of Finance. He has raised over $300 million in initial public offerings (IPOs) and (re)financed over $350 million in loans, saving $7 million in annual interest expenses. Perry is also an expert at building a great culture, which he believes is the only true, long-term competitive advantage.
Show MoreJeff Mikes
Jeff has built, led, and advised dozens of companies over 25 years, focusing on financial services, retail, technology, and digital experience. He co-founded and scaled a digital transformation advisory company that was sold to a major consulting firm. A former CFO, managing director, and head of strategy with global experience, he joined Toptal to help clients find new avenues of profitable growth while building scalable organizations.
Show MoreManmeet Saluja, CPA, CMA, MBA
Manmeet is a seasoned CFO with 17+ years of experience driving financial and operational excellence. Adept in financial management, he possesses strategic foresight and excels in boosting performance metrics. His expertise aligns financial strategies with company goals, fueling revenue growth and enhancing profit margins. Renowned for exceptional leadership and profound financial insight, Manmeet navigates complex financial terrains easily, consistently optimizing fiscal outcomes.
Show MoreScott Herckis, CPA
Scott has 25+ years of experience in the finance and accounting industry. He started his own outsourced CFO and CPA practice in 2009 and now serves an array of clients in various industries throughout the United States. Scott provides custom on-call CFO services, such as building financial models, business strategy with C-suite executives, assisting with capital raises, financial statement preparation and analysis, and tax services, including income, sales, and property tax returns.
Show MoreAlex Highstein
Alex is a corporate development professional who has helped guide strategy and raise over $230 million for startups across various industries. He has deep expertise in financial and operational modeling, valuation, fundraising, and creating investor materials. Alex's ability to distill complex ideas into actionable advice has been key to success. Joining Toptal gives Alex control over his time while continuing to help companies strategize, innovate, and grow.
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