Selected Strategic CFO Experience

Immediate is a B2B fintech platform powering Earned Wage Access and real-time liquidity for employees through employer relationships. Its finance environment combines high transaction volume and fintech economics with the need for cash visibility, reliable forecasting, and financial infrastructure that can support growth.

JubileeTV is an ageTech platform combining proprietary IoT hardware with SaaS to serve older adults and their families. The model brings together hardware, software, recurring economics, and operational complexity—requiring a finance perspective that connects growth plans with the underlying business model.

Pison develops wearable technology and AI software focused on neural sensing and cognitive performance. The finance environment reflects the demands of an emerging-technology business balancing hardware, software, R&D, product development, and the planning required to scale innovation.

ReadMe provides infrastructure and tooling that helps companies build and manage developer-facing API documentation. In a growing recurring-revenue technology business, finance must translate SaaS economics and operating momentum into clear forecasts, reporting, and forward-looking visibility.

Brio Real Estate operates in an investment-backed environment where capital, property-level activity, financial reporting, and operating complexity intersect. The finance mandate centers on creating the planning and visibility needed to support disciplined growth and strategic decisions.

Momentum Behavioral Services is an ABA therapy platform operating in the behavioral healthcare services sector. Rapid growth, multi-site operations, acquisitions, and integration increase organizational complexity and require the finance function to evolve alongside the business.