Scale Finance
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Scale Finance Employees
Employee
Years
Job
Industry
Corey Waters Corey Waters's Scale Finance Experience August 2012 - September 2013
Job VP of Finance & Operations at Automated Insights, Inc.
Industry Computer Software
Experience
Automated Insights, Inc. March 2013 - Present
Scale Finance August 2012 - September 2013
SVB Financial Group May 2010 - August 2011
SVB Financial Group August 2004 - May 2010
Council for Entrepreneurial Development September 2002 - August 2004
North Carolina Biotechnology Center August 1999 - September 2002
Skills
Business Analysis, New Business Development, Customer Relations, Financial Analysis, Financial Modeling, Business Strategy, Account Management, Loans, Commercial Banking, Private Banking, Venture Finance, Portfolio Management, Debt Restructuring, Distressed Debt, Financial Sales, Banking, Private Equity, Venture Capital, Web Development, Web Design, Jewelry Design, Start-ups, Program Management, Process Improvement, Contract Negotiation, Business Launch, Business Valuation, Small Business, Intellectual Property, International Business, Connections, Internal Communications, Corporate Finance, Building Relationships, Quickbooks, Executive Management, Management, Mergers & Acquisitions, Risk Management, Entrepreneurship
Education
University of North Carolina at Chapel Hill 1995 — 1999
BA
North Carolina School of Science & Math 1993 — 1995
Automated Insights, Inc. March 2013 - Present
Scale Finance August 2012 - September 2013
SVB Financial Group May 2010 - August 2011
SVB Financial Group August 2004 - May 2010
Council for Entrepreneurial Development September 2002 - August 2004
North Carolina Biotechnology Center August 1999 - September 2002
Skills
Business Analysis, New Business Development, Customer Relations, Financial Analysis, Financial Modeling, Business Strategy, Account Management, Loans, Commercial Banking, Private Banking, Venture Finance, Portfolio Management, Debt Restructuring, Distressed Debt, Financial Sales, Banking, Private Equity, Venture Capital, Web Development, Web Design, Jewelry Design, Start-ups, Program Management, Process Improvement, Contract Negotiation, Business Launch, Business Valuation, Small Business, Intellectual Property, International Business, Connections, Internal Communications, Corporate Finance, Building Relationships, Quickbooks, Executive Management, Management, Mergers & Acquisitions, Risk Management, Entrepreneurship
Education
University of North Carolina at Chapel Hill 1995 — 1999
BA
North Carolina School of Science & Math 1993 — 1995
Sarah O'Leary Sarah O'Leary's Scale Finance Experience 2013 - Present
Job Director, Transaction Advisor at Scale Finance
Industry Financial Services
Experience
Scale Finance 2013 - Present
Sanford C. Bernstein/ Alliance Capital 2000 - 2002
Lehman Brothers 1996 - 2000
LedbetterDavidson International 1994 - 1996
Hambrecht & Quist/JP Morgan Chase) 1990 - 1994
QLT 1988 - 1990
Alex. Brown & Sons/ Deutsche Bank 1985 - 1988
Skills
Business Development, Client Management, Relationship Management, Corporate Communications, Oral & Written..., Biotechnology, Healthcare, Investment Banking, CRM, Equities, Investments, Finance, Mergers & Acquisitions, Investor Relations, Strategy, Emerging Markets, Venture Capital, Start-ups, Corporate Finance, Management, New Business Development, Due Diligence
Education
Columbia University in the City of New York 1983 — 1984
Masters Program, International Primary HealthCare
Vassar College 1979 — 1983
A.B., Philosophy
St. Paul's School
Scale Finance 2013 - Present
Sanford C. Bernstein/ Alliance Capital 2000 - 2002
Lehman Brothers 1996 - 2000
LedbetterDavidson International 1994 - 1996
Hambrecht & Quist/JP Morgan Chase) 1990 - 1994
QLT 1988 - 1990
Alex. Brown & Sons/ Deutsche Bank 1985 - 1988
Skills
Business Development, Client Management, Relationship Management, Corporate Communications, Oral & Written..., Biotechnology, Healthcare, Investment Banking, CRM, Equities, Investments, Finance, Mergers & Acquisitions, Investor Relations, Strategy, Emerging Markets, Venture Capital, Start-ups, Corporate Finance, Management, New Business Development, Due Diligence
Education
Columbia University in the City of New York 1983 — 1984
Masters Program, International Primary HealthCare
Vassar College 1979 — 1983
A.B., Philosophy
St. Paul's School
Terri (Hart) Fiessinger Terri (Hart) Fiessinger's Scale Finance Experience 2010 - 2013
Job COO at Cornerstone Financial Partners, Inc
Industry Accounting
Experience
Cornerstone Financial Partners, Inc 2013 - Present
Carolina Springs AutoSpa 2000 - Present
Scale Finance 2010 - 2013
Westport Marina 2000 - 2013
Solectron 1992 - 1995
Education
North Carolina State University - College of Management 1987 — 1992
BA, Accounting
Cornerstone Financial Partners, Inc 2013 - Present
Carolina Springs AutoSpa 2000 - Present
Scale Finance 2010 - 2013
Westport Marina 2000 - 2013
Solectron 1992 - 1995
Education
North Carolina State University - College of Management 1987 — 1992
BA, Accounting
Hannah Leahy Hannah Leahy's Scale Finance Experience September 2014 - Present
Job Tax Intern at Johnson Lambert LLP
Industry Accounting
Experience
Johnson Lambert LLP June 2015 - Present
Scale Finance September 2014 - Present
Cardinal Gibbons High School May 2014 - Present
Cardinal Gibbons High School February 2013 - Present
Scale Finance June 2014 - August 2014
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Public Speaking, Microsoft Office, Intermediate Spanish..., Accounting, Creative Writing, Logistics, People Skills, Social Media, Social Networking, Interpersonal Skills, Management, Customer Service
Education
North Carolina State University 2012 — 2016
Bachelor of Science (BS), Accounting and Finance
Ravenscroft 2009 — 2012
Sophomore to Senior
Morristown Beard School 2008 — 2009
Freshman
Johnson Lambert LLP June 2015 - Present
Scale Finance September 2014 - Present
Cardinal Gibbons High School May 2014 - Present
Cardinal Gibbons High School February 2013 - Present
Scale Finance June 2014 - August 2014
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Public Speaking, Microsoft Office, Intermediate Spanish..., Accounting, Creative Writing, Logistics, People Skills, Social Media, Social Networking, Interpersonal Skills, Management, Customer Service
Education
North Carolina State University 2012 — 2016
Bachelor of Science (BS), Accounting and Finance
Ravenscroft 2009 — 2012
Sophomore to Senior
Morristown Beard School 2008 — 2009
Freshman
Nick Nemeth, PB Nick Nemeth, PB's Scale Finance Experience August 2012 - January 2014
Job CPA candidate with eight years of corporate accounting experience.
Industry Accounting
Experience
Tribune Media June 2015 - Present
Strategic Pharma Solutions January 2014 - April 2015
Scale Finance August 2012 - January 2014
RivalHealth September 2012 - October 2013
BioSignia Inc. May 2011 - May 2012
Synaptis November 2009 - May 2011
Interactive Holdings July 2009 - October 2009
Kurtz & Blum, PLLC July 2008 - February 2009
LuAnn Roberts, CPA August 2007 - May 2008
Skills
Accounting, Financial Reporting, General Ledger, Financial Analysis, Microsoft Excel, Financial Accounting, Workday, GAAP, Cash Flow, Cash Management, Managerial Finance, Variance Analysis, Internal Controls, Mas 90, Crystal Reports, Sales & Use Tax, Account Reconciliation, Budgets, Accounts Payable, Accounts Receivable, Journal Entries, Payroll, Financial Statements, Payroll Taxes, Process Improvement, Fixed Assets, Cash Flow Forecasting, Bank Reconciliation, QuickBooks, Management Accounting, Monthly Close, Year-end Close, Invoicing, Capital Raising, Capitalization
Education
Purdue University 2000 — 2006
N/A, Physics, Economics, Computer Science, Philosophy
Northern Arizona University 2006 — 2008
Bachelor of Arts (BA), Accounting and Business/Management
Universal Accounting Center 2009 — 2009
Professional Bookkeeper Designation
Wake Technical Community College 2014 — 2015
Accounting
Tribune Media June 2015 - Present
Strategic Pharma Solutions January 2014 - April 2015
Scale Finance August 2012 - January 2014
RivalHealth September 2012 - October 2013
BioSignia Inc. May 2011 - May 2012
Synaptis November 2009 - May 2011
Interactive Holdings July 2009 - October 2009
Kurtz & Blum, PLLC July 2008 - February 2009
LuAnn Roberts, CPA August 2007 - May 2008
Skills
Accounting, Financial Reporting, General Ledger, Financial Analysis, Microsoft Excel, Financial Accounting, Workday, GAAP, Cash Flow, Cash Management, Managerial Finance, Variance Analysis, Internal Controls, Mas 90, Crystal Reports, Sales & Use Tax, Account Reconciliation, Budgets, Accounts Payable, Accounts Receivable, Journal Entries, Payroll, Financial Statements, Payroll Taxes, Process Improvement, Fixed Assets, Cash Flow Forecasting, Bank Reconciliation, QuickBooks, Management Accounting, Monthly Close, Year-end Close, Invoicing, Capital Raising, Capitalization
Education
Purdue University 2000 — 2006
N/A, Physics, Economics, Computer Science, Philosophy
Northern Arizona University 2006 — 2008
Bachelor of Arts (BA), Accounting and Business/Management
Universal Accounting Center 2009 — 2009
Professional Bookkeeper Designation
Wake Technical Community College 2014 — 2015
Accounting
Paula Fong Paula Fong's Scale Finance Experience January 2014 - Present
Job Controller at Scale Finance
Industry Accounting
Experience
Scale Finance January 2014 - Present
Self employed January 2008 - Present
AOL November 1998 - August 1999
Centex Homes July 1994 - August 1998
CTX Mortgage Company July 1992 - June 1994
CTX Mortgage Company December 1991 - April 1992
CTX Mortgage Company August 1989 - December 1990
Centex Corporation June 1988 - August 1989
Centex Homes November 1986 - June 1988
Centex Homes April 1985 - November 1986
Skills
Analysis, Management, Finance, Budgets, Auditing, Accounting, General Ledger, Financial Statements, Strategic Planning, Cash Management, Accounts Payable, Financial Accounting, Training
Education
Amber University
M.B.A., Accounting
University of Houston
B. A, Speech Communication
Scale Finance January 2014 - Present
Self employed January 2008 - Present
AOL November 1998 - August 1999
Centex Homes July 1994 - August 1998
CTX Mortgage Company July 1992 - June 1994
CTX Mortgage Company December 1991 - April 1992
CTX Mortgage Company August 1989 - December 1990
Centex Corporation June 1988 - August 1989
Centex Homes November 1986 - June 1988
Centex Homes April 1985 - November 1986
Skills
Analysis, Management, Finance, Budgets, Auditing, Accounting, General Ledger, Financial Statements, Strategic Planning, Cash Management, Accounts Payable, Financial Accounting, Training
Education
Amber University
M.B.A., Accounting
University of Houston
B. A, Speech Communication
Michael Florio's Scale Finance Experience 2010 - Present
Job Partner
Industry Financial Services
Experience
Scale Finance 2010 - Present
All Kinds of Minds 2001 - 2006
Skills
Managerial Finance, Financial Analysis, Financial Modeling, Cash Management, Financial Reporting, SEC filings, Accounting, Corporate Finance, Acquisition Integration, Entrepreneurship, Management Consulting, Executive Management, Business Development, Strategic Planning, Start-ups, Mergers, Business Strategy, Due Diligence, Strategic Financial..., Team Building, Private Equity, Business Planning, Finance, Forecasting, Venture Capital, Strategy, Business Process..., Cash Flow, Corporate Development, Divestitures, Valuation, GAAP, M&A experience
Education
Hofstra University
BA, Economics and Psychology
St. John's University
MBA Finance/International Finance
Scale Finance 2010 - Present
All Kinds of Minds 2001 - 2006
Skills
Managerial Finance, Financial Analysis, Financial Modeling, Cash Management, Financial Reporting, SEC filings, Accounting, Corporate Finance, Acquisition Integration, Entrepreneurship, Management Consulting, Executive Management, Business Development, Strategic Planning, Start-ups, Mergers, Business Strategy, Due Diligence, Strategic Financial..., Team Building, Private Equity, Business Planning, Finance, Forecasting, Venture Capital, Strategy, Business Process..., Cash Flow, Corporate Development, Divestitures, Valuation, GAAP, M&A experience
Education
Hofstra University
BA, Economics and Psychology
St. John's University
MBA Finance/International Finance
Cynthia Spera Cynthia Spera's Scale Finance Experience February 2013 - Present
Job Scale Finance | Accounting Manager & Director
Industry Accounting
Experience
Nesha Pai Singer,CPA January 2015 - Present
Scale Finance February 2013 - Present
Davies, Goldstein and Associates, CPAs January 2013 - Present
AVZ January 1989 - November 2009
Skills
Accounting, Financial Reporting, Account Reconciliation, Financial Accounting, Bookkeeping, QuickBooks, Tax, Accounts Payable, Auditing, Accounts Receivable, Journal Entries, CPA, Tax Returns, Payroll, Financial Statements, Tax Preparation, Corporate Tax, Income Tax, Financial Analysis, Tax Accounting, S Corporations, Fixed Assets, Small Business, Tax Research, Variance Analysis, Financial Audits, Bank Reconciliation, ProSystem fx Tax
Education
Hofstra University
Bachelor of Business Administration (BBA), Accounting
Nesha Pai Singer,CPA January 2015 - Present
Scale Finance February 2013 - Present
Davies, Goldstein and Associates, CPAs January 2013 - Present
AVZ January 1989 - November 2009
Skills
Accounting, Financial Reporting, Account Reconciliation, Financial Accounting, Bookkeeping, QuickBooks, Tax, Accounts Payable, Auditing, Accounts Receivable, Journal Entries, CPA, Tax Returns, Payroll, Financial Statements, Tax Preparation, Corporate Tax, Income Tax, Financial Analysis, Tax Accounting, S Corporations, Fixed Assets, Small Business, Tax Research, Variance Analysis, Financial Audits, Bank Reconciliation, ProSystem fx Tax
Education
Hofstra University
Bachelor of Business Administration (BBA), Accounting
Ronald M. Creatore 罗纳德•科瑞特里 Ronald M. Creatore 罗纳德•科瑞特里's Scale Finance Experience February 2015 - Present
Job CFO/Director at Scale Finance
Industry Information Technology and Services
Experience
Scale Finance February 2015 - Present
Sageworks June 2014 - December 2014
The Futures Company July 2013 - June 2014
Duke University December 2010 - June 2013
HEVUN Diversified Corporation January 1988 - December 2010
Diversified Process Components, Inc. [acquired by private strategic acquirer] April 2003 - August 2010
Witschey Witschey & Firestine Co., LPA December 1999 - April 2003
Envision Management Corporation [acquired by Healtheon/WebMD and Select Medical] January 1992 - December 2000
Skills
Strategy, Management, Mergers & Acquisitions, Operations Management, Program Management, Leadership, Cross-functional Team..., Start-ups, Business Strategy, Human Resources, Forecasting, Business Planning, Negotiation, Entrepreneurship, Financial Modeling, SaaS, Full P&L Responsibility, Microsoft Excel, Strategic Planning, CRM, Process Improvement, P&L Management, Vendor Management, Budgets, Project Planning, SAP, Procurement, E-commerce, Contract Management, Finance, Financial Reporting, Sourcing, Enterprise Software, Managerial Finance, Executive Management, Business Operations..., Contract Negotiations &..., Budget & Financial..., SOX Compliancy, Salesforce.com, NetSuite, Sales & Use Tax, Multi-State Sales Tax
Education
University of Akron School of Law 1989 — 1992
JD, Law
Miami University 1983 — 1987
BS, Accounting; Minor in Mathematics & Statistics
Hard Knocks
Hard Knocks
Hard Knocks
Scale Finance February 2015 - Present
Sageworks June 2014 - December 2014
The Futures Company July 2013 - June 2014
Duke University December 2010 - June 2013
HEVUN Diversified Corporation January 1988 - December 2010
Diversified Process Components, Inc. [acquired by private strategic acquirer] April 2003 - August 2010
Witschey Witschey & Firestine Co., LPA December 1999 - April 2003
Envision Management Corporation [acquired by Healtheon/WebMD and Select Medical] January 1992 - December 2000
Skills
Strategy, Management, Mergers & Acquisitions, Operations Management, Program Management, Leadership, Cross-functional Team..., Start-ups, Business Strategy, Human Resources, Forecasting, Business Planning, Negotiation, Entrepreneurship, Financial Modeling, SaaS, Full P&L Responsibility, Microsoft Excel, Strategic Planning, CRM, Process Improvement, P&L Management, Vendor Management, Budgets, Project Planning, SAP, Procurement, E-commerce, Contract Management, Finance, Financial Reporting, Sourcing, Enterprise Software, Managerial Finance, Executive Management, Business Operations..., Contract Negotiations &..., Budget & Financial..., SOX Compliancy, Salesforce.com, NetSuite, Sales & Use Tax, Multi-State Sales Tax
Education
University of Akron School of Law 1989 — 1992
JD, Law
Miami University 1983 — 1987
BS, Accounting; Minor in Mathematics & Statistics
Hard Knocks
Hard Knocks
Hard Knocks
Greg Hart Greg Hart's Scale Finance Experience September 2008 - October 2014
Job Managing Partner & CFO at Devellocus
Industry Executive Office
Experience
Devellocus October 2014 - Present
Horizon Eye Care June 2011 - Present
Carolina Springs Autospa, Inc 2000 - Present
Powertray, LLC May 2010 - October 2014
Scale Finance September 2008 - October 2014
Westport Marina July 2001 - October 2007
Per-Se Technologies September 1996 - December 1999
Arthur Andersen August 1994 - October 1996
Skills
Corporate Finance, Financial Reporting, Strategic Planning, Business Planning, Accounting, Start-ups, Financial Analysis, Financial Management, Financial Modeling, Budgeting, Cash Flow, Business Strategy, Forecasting, Due Diligence, Valuation, Cash Management, Quickbooks, Management Consulting, Executive Management, Capital Raises, Budgets, Mergers, Managerial Finance, Investments, Entrepreneurship, Strategy, Capital, Process Improvement, GAAP, Cost Accounting, Mergers & Acquisitions, Auditing, Business Development, Finance
Education
University of North Carolina at Chapel Hill 1989 — 1994
Masters
University of North Carolina at Chapel Hill 1989 — 1994
BA
Devellocus October 2014 - Present
Horizon Eye Care June 2011 - Present
Carolina Springs Autospa, Inc 2000 - Present
Powertray, LLC May 2010 - October 2014
Scale Finance September 2008 - October 2014
Westport Marina July 2001 - October 2007
Per-Se Technologies September 1996 - December 1999
Arthur Andersen August 1994 - October 1996
Skills
Corporate Finance, Financial Reporting, Strategic Planning, Business Planning, Accounting, Start-ups, Financial Analysis, Financial Management, Financial Modeling, Budgeting, Cash Flow, Business Strategy, Forecasting, Due Diligence, Valuation, Cash Management, Quickbooks, Management Consulting, Executive Management, Capital Raises, Budgets, Mergers, Managerial Finance, Investments, Entrepreneurship, Strategy, Capital, Process Improvement, GAAP, Cost Accounting, Mergers & Acquisitions, Auditing, Business Development, Finance
Education
University of North Carolina at Chapel Hill 1989 — 1994
Masters
University of North Carolina at Chapel Hill 1989 — 1994
BA
David Fouts's Scale Finance Experience March 2011 - Present
Job Chief Financial Officer
Industry Financial Services
Experience
Scale Finance March 2011 - Present
Fouts Consulting Group October 2010 - Present
Percona LLC June 2014 - Present
Hope Valley Country Club January 2011 - Present
Alpha Marketing April 2011 - Present
Percona, LLC February 2012 - June 2014
Tompkins International September 2008 - October 2010
Harmony Timberworks September 2002 - September 2006
Visiting International Faculty Program July 2001 - September 2002
Tipper Tie, Division of Dover Corp June 1999 - March 2001
Skills
Business Planning, Strategy, Financial Reporting, Process Improvement, Managerial Finance, Budgets, Finance, Banking, Negotiation, Management, Due Diligence, Forecasting, Business Strategy, Cash Management, Strategic Planning, Cash Flow, Strategic Financial..., Leadership, Entrepreneurship, Team Building, Project Planning, Accounting, Private Equity, Mergers & Acquisitions, Training, Change Management, ERP, Profit, Mergers, Cost Accounting, Risk Modeling &..., Profitability, Debt, Planning, Cost Reduction, Revenue Recognition, Revenue Forecasting, Revenue Assurance, Revenue Cycle Management, Revenue Enhancement, Generating Revenue, Pipeline Management, Strategy Execution, Operational Strategy, Operational Streamlining, Strategic Partnerships, Activity Based..., Corporate Finance, Financial Modeling, Financial Analysis
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1974 — 1978
BS, Accounting
Scale Finance March 2011 - Present
Fouts Consulting Group October 2010 - Present
Percona LLC June 2014 - Present
Hope Valley Country Club January 2011 - Present
Alpha Marketing April 2011 - Present
Percona, LLC February 2012 - June 2014
Tompkins International September 2008 - October 2010
Harmony Timberworks September 2002 - September 2006
Visiting International Faculty Program July 2001 - September 2002
Tipper Tie, Division of Dover Corp June 1999 - March 2001
Skills
Business Planning, Strategy, Financial Reporting, Process Improvement, Managerial Finance, Budgets, Finance, Banking, Negotiation, Management, Due Diligence, Forecasting, Business Strategy, Cash Management, Strategic Planning, Cash Flow, Strategic Financial..., Leadership, Entrepreneurship, Team Building, Project Planning, Accounting, Private Equity, Mergers & Acquisitions, Training, Change Management, ERP, Profit, Mergers, Cost Accounting, Risk Modeling &..., Profitability, Debt, Planning, Cost Reduction, Revenue Recognition, Revenue Forecasting, Revenue Assurance, Revenue Cycle Management, Revenue Enhancement, Generating Revenue, Pipeline Management, Strategy Execution, Operational Strategy, Operational Streamlining, Strategic Partnerships, Activity Based..., Corporate Finance, Financial Modeling, Financial Analysis
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1974 — 1978
BS, Accounting
William (Bill) Easton William (Bill) Easton's Scale Finance Experience October 2013 - December 2014
Job Chief Financial Officer at WasteZero
Industry Renewables & Environment
Experience
WasteZero December 2014 - Present
Scale Finance October 2013 - December 2014
Clever Devices/DRI, Inc July 2009 - July 2013
Robert Half Management Resources February 2008 - January 2009
Kidde Residential & Commercial March 2007 - November 2007
ALSCO Metals Corporation June 1989 - March 2007
Sensormatic Electronics Corporation August 1983 - June 1989
Skills
Forecasting, Financial Reporting, Financial Analysis, Process Improvement, Strategic Planning, Budgeting, Accounting, Financial Planning, Financial Modeling, Cash Management, Operations Management, Budgets, Inventory Management, ERP, Internal Controls, General Ledger, Sarbanes-Oxley Act, Managerial Finance, Cost Accounting, Accounts Payable, US GAAP, Financial Accounting, Variance Analysis, Revenue Recognition, Cash Flow, Business Process..., CPA, Finance, SEC filings, GAAP, Management, Hyperion Enterprise, Auditing, Business Planning, Leadership, Business Development, Six Sigma, Lean Manufacturing, Strategic Financial..., SEC Filings
Education
Shippensburg University of Pennsylvania 1977 — 1982
BSBA, Accounting
WasteZero December 2014 - Present
Scale Finance October 2013 - December 2014
Clever Devices/DRI, Inc July 2009 - July 2013
Robert Half Management Resources February 2008 - January 2009
Kidde Residential & Commercial March 2007 - November 2007
ALSCO Metals Corporation June 1989 - March 2007
Sensormatic Electronics Corporation August 1983 - June 1989
Skills
Forecasting, Financial Reporting, Financial Analysis, Process Improvement, Strategic Planning, Budgeting, Accounting, Financial Planning, Financial Modeling, Cash Management, Operations Management, Budgets, Inventory Management, ERP, Internal Controls, General Ledger, Sarbanes-Oxley Act, Managerial Finance, Cost Accounting, Accounts Payable, US GAAP, Financial Accounting, Variance Analysis, Revenue Recognition, Cash Flow, Business Process..., CPA, Finance, SEC filings, GAAP, Management, Hyperion Enterprise, Auditing, Business Planning, Leadership, Business Development, Six Sigma, Lean Manufacturing, Strategic Financial..., SEC Filings
Education
Shippensburg University of Pennsylvania 1977 — 1982
BSBA, Accounting
Doug Irwin Doug Irwin's Scale Finance Experience March 2013 - November 2013
Job Equity Research Analyst at Evalueserve
Industry Higher Education
Experience
Evalueserve May 2015 - Present
UNC Kenan-Flagler Applied Investment Management August 2014 - May 2015
University of North Carolina August 2011 - May 2015
Scale Finance March 2013 - November 2013
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Bloomberg, Finance, Investments, Financial Analysis, Equity Research, Credit Analysis, Financial Statement...
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2013 — 2015
BSBA, Finance and Investments
University of North Carolina at Chapel Hill 2011 — 2015
BSBA, Finance, General
Evalueserve May 2015 - Present
UNC Kenan-Flagler Applied Investment Management August 2014 - May 2015
University of North Carolina August 2011 - May 2015
Scale Finance March 2013 - November 2013
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Bloomberg, Finance, Investments, Financial Analysis, Equity Research, Credit Analysis, Financial Statement...
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2013 — 2015
BSBA, Finance and Investments
University of North Carolina at Chapel Hill 2011 — 2015
BSBA, Finance, General
Lynn Surum's Scale Finance Experience August 2014 - Present
Job Accounting Manager at Scale Finance
Industry Accounting
Experience
Scale Finance August 2014 - Present
Multiple clients April 2012 - Present
Congregation Beth Tefillah August 2011 - July 2014
East Cobb Baseball Astros 17/18U Team May 2012 - July 2012
Cape Cod Academy July 2007 - February 2011
Maimonides School 2003 - 2007
Strata Quality Gifts & Toys from Nature 1992 - 2003
Advanced Management Services Partnership 1983 - 1992
Skills
QuickBooks, Accounts Payable, Accounting, Financial Reporting, Accounts Receivable, Payroll, Bookkeeping, General Ledger, Budgets, Cash Management, Cash Flow, Financial Statements, Tax Preparation, Finance, Tax, Internal Controls
Education
Bentley University 1979 — 1983
BS (High Honors), Accounting
Scale Finance August 2014 - Present
Multiple clients April 2012 - Present
Congregation Beth Tefillah August 2011 - July 2014
East Cobb Baseball Astros 17/18U Team May 2012 - July 2012
Cape Cod Academy July 2007 - February 2011
Maimonides School 2003 - 2007
Strata Quality Gifts & Toys from Nature 1992 - 2003
Advanced Management Services Partnership 1983 - 1992
Skills
QuickBooks, Accounts Payable, Accounting, Financial Reporting, Accounts Receivable, Payroll, Bookkeeping, General Ledger, Budgets, Cash Management, Cash Flow, Financial Statements, Tax Preparation, Finance, Tax, Internal Controls
Education
Bentley University 1979 — 1983
BS (High Honors), Accounting
Ben Freeberg Ben Freeberg's Scale Finance Experience September 2012 - January 2013
Job Analyst at Peter J. Solomon Company
Industry Investment Banking
Experience
Peter J. Solomon Company June 2015 - Present
Duke University August 2011 - Present
Susquehanna Growth Equity (SGE) June 2014 - August 2014
Scale Finance September 2012 - January 2013
Council for Entrepreneurial Development May 2012 - September 2012
Skills
Python, Microsoft Excel, Data Analysis, Marketing, Financial Modeling, Statistics, HTML, Financial Analysis, WordPress, Economics
Education
Duke University 2011 — 2015
B.Sc. in Economics, Finance minor; Markets and Management Certificate
Peter J. Solomon Company June 2015 - Present
Duke University August 2011 - Present
Susquehanna Growth Equity (SGE) June 2014 - August 2014
Scale Finance September 2012 - January 2013
Council for Entrepreneurial Development May 2012 - September 2012
Skills
Python, Microsoft Excel, Data Analysis, Marketing, Financial Modeling, Statistics, HTML, Financial Analysis, WordPress, Economics
Education
Duke University 2011 — 2015
B.Sc. in Economics, Finance minor; Markets and Management Certificate
Danny DoCabo's Scale Finance Experience 2009 - December 2011
Job Regional CFO, NFP
Industry Insurance
Experience
NFP Corporate Services (NY) May 2015 - Present
Softcard 2009 - June 2015
Scale Finance 2009 - December 2011
M3 Technology Group December 2007 - September 2008
IBM Global Services June 2005 - December 2007
Healthlink Incorporated November 2001 - June 2005
Piedmont Technology Group May 1999 - November 2001
Modis January 1997 - May 1999
McGladrey & Pullen January 1994 - January 1997
Skills
Process Improvement, Mergers, Budgets, Financial Reporting, Managerial Finance, Strategic Planning, Financial Modeling, Strategic Financial..., GAAP, Accounting, Mergers & Acquisitions, Business Process..., Risk Management, Business Analysis, Auditing, Pricing, Forecasting, Finance, Analysis, Leadership, Due Diligence
Education
Dowling College 1987 — 1991
BBA
NFP Corporate Services (NY) May 2015 - Present
Softcard 2009 - June 2015
Scale Finance 2009 - December 2011
M3 Technology Group December 2007 - September 2008
IBM Global Services June 2005 - December 2007
Healthlink Incorporated November 2001 - June 2005
Piedmont Technology Group May 1999 - November 2001
Modis January 1997 - May 1999
McGladrey & Pullen January 1994 - January 1997
Skills
Process Improvement, Mergers, Budgets, Financial Reporting, Managerial Finance, Strategic Planning, Financial Modeling, Strategic Financial..., GAAP, Accounting, Mergers & Acquisitions, Business Process..., Risk Management, Business Analysis, Auditing, Pricing, Forecasting, Finance, Analysis, Leadership, Due Diligence
Education
Dowling College 1987 — 1991
BBA
Jerry Joyner's Scale Finance Experience November 2007 - February 2011
Job The Joyner Group
Industry Accounting
Experience
The Joyner Group May 1997 - Present
Scale Finance November 2007 - February 2011
NeoNova Network Services March 2008 - January 2009
FreeGirl Apparel, Inc. December 2003 - March 2006
Raymond James & Assocaites January 1999 - December 2001
Netlink, Inc. July 1984 - April 1997
Food Systems, Inc. April 1979 - June 1984
Trion, Inc. April 1977 - April 1979
Ernst & Young July 1972 - April 1977
Skills
SEC filings, Start-ups, IPO, Financial Goals, GAAP, Microsoft Excel, Accounting Applications, Private Placements, Mergers, Strategic Financial..., Venture Capital, Cash Management
Education
University of Maryland College Park 1970 — 1972
Bachelor of Science (with High Honors), Accounting
University of Maryland
BS, Accounting
The Joyner Group May 1997 - Present
Scale Finance November 2007 - February 2011
NeoNova Network Services March 2008 - January 2009
FreeGirl Apparel, Inc. December 2003 - March 2006
Raymond James & Assocaites January 1999 - December 2001
Netlink, Inc. July 1984 - April 1997
Food Systems, Inc. April 1979 - June 1984
Trion, Inc. April 1977 - April 1979
Ernst & Young July 1972 - April 1977
Skills
SEC filings, Start-ups, IPO, Financial Goals, GAAP, Microsoft Excel, Accounting Applications, Private Placements, Mergers, Strategic Financial..., Venture Capital, Cash Management
Education
University of Maryland College Park 1970 — 1972
Bachelor of Science (with High Honors), Accounting
University of Maryland
BS, Accounting
Len Morton's Scale Finance Experience August 2012 - Present
Job VP of Finance at O2 Fitness
Industry Accounting
Experience
O2 Fitness November 2013 - Present
Scale Finance August 2012 - Present
BtoB Consulting and Solutions August 2012 - Present
ROCK LAKE, INC January 1999 - June 2012
BEAR ROCK FOODS, INC January 1997 - January 1999
Skills
Financial Accounting, Business Planning, Management Consulting, Financial Management, Financial Reporting, Managerial Finance, Restaurants, Forecasting, Strategic Planning, Budgets, Pricing, Account Management, Team Building, Strategy, Finance, Management, Accounting, Operations Management, Payroll, QuickBooks, Leadership, Accounts Receivable, Business Development, Financial Analysis, Process Improvement, Start-ups, Banking, Purchasing, Accounts Payable
Education
North Carolina State University 1990 — 1994
Master of Science, Management; Finance
North Carolina State University 1988 — 1992
Bachelor of Science, Biological Sciences
O2 Fitness November 2013 - Present
Scale Finance August 2012 - Present
BtoB Consulting and Solutions August 2012 - Present
ROCK LAKE, INC January 1999 - June 2012
BEAR ROCK FOODS, INC January 1997 - January 1999
Skills
Financial Accounting, Business Planning, Management Consulting, Financial Management, Financial Reporting, Managerial Finance, Restaurants, Forecasting, Strategic Planning, Budgets, Pricing, Account Management, Team Building, Strategy, Finance, Management, Accounting, Operations Management, Payroll, QuickBooks, Leadership, Accounts Receivable, Business Development, Financial Analysis, Process Improvement, Start-ups, Banking, Purchasing, Accounts Payable
Education
North Carolina State University 1990 — 1994
Master of Science, Management; Finance
North Carolina State University 1988 — 1992
Bachelor of Science, Biological Sciences
Joseph Council, CPA's Scale Finance Experience October 2013 - February 2014
Job Experienced Controller With Extensive Industry Experience
Industry Accounting
Experience
SonaCare Medical, LLC (formerly US HIFU) November 2014 - Present
EPV Corporation / Metrolina Corporation January 2014 - November 2014
Scale Finance October 2013 - February 2014
DesignLine USA March 2012 - August 2013
CCI Truck Parts January 2012 - March 2012
Daimler Trucks North America July 2009 - January 2012
Para USA, Wire Bond, Carolinas Healthcare, APM Terminal October 2008 - July 2009
NASCAR Media Group March 2005 - September 2008
Ostrow Company March 2003 - March 2005
Capital Health Management July 2002 - March 2003
Skills
•Strong accounting..., Strong accounting..., Operational accounting..., Comprehensive financial..., Profitability reporting..., Inventory controls,..., Cash requirement..., Budgeting and..., Multi state sales tax..., Preparation of..., Variance Analysis, Financial Analysis, Accounting, Sarbanes-Oxley Act, Financial Reporting, Access, Analysis, Finance, Forecasting, Internal Controls, QuickBooks, Microsoft Excel, Budgets, General Ledger, Strategic Financial..., Financial Planning
Education
UNCC
Bachelor of Science (BS), Accounting
UNCC
Bachelor of Arts (B.A.), Business Administration and Management, General
SonaCare Medical, LLC (formerly US HIFU) November 2014 - Present
EPV Corporation / Metrolina Corporation January 2014 - November 2014
Scale Finance October 2013 - February 2014
DesignLine USA March 2012 - August 2013
CCI Truck Parts January 2012 - March 2012
Daimler Trucks North America July 2009 - January 2012
Para USA, Wire Bond, Carolinas Healthcare, APM Terminal October 2008 - July 2009
NASCAR Media Group March 2005 - September 2008
Ostrow Company March 2003 - March 2005
Capital Health Management July 2002 - March 2003
Skills
•Strong accounting..., Strong accounting..., Operational accounting..., Comprehensive financial..., Profitability reporting..., Inventory controls,..., Cash requirement..., Budgeting and..., Multi state sales tax..., Preparation of..., Variance Analysis, Financial Analysis, Accounting, Sarbanes-Oxley Act, Financial Reporting, Access, Analysis, Finance, Forecasting, Internal Controls, QuickBooks, Microsoft Excel, Budgets, General Ledger, Strategic Financial..., Financial Planning
Education
UNCC
Bachelor of Science (BS), Accounting
UNCC
Bachelor of Arts (B.A.), Business Administration and Management, General
Thomas Trickett's Scale Finance Experience January 2010 - January 2011
Job Senior Business and Financial Executive
Industry Accounting
Experience
WB Moore Company of Charlotte, Inc. February 2015 - Present
NC Business Consulting April 2014 - September 2014
Isis Mobile Commerce December 2011 - November 2013
Scale Finance January 2010 - January 2011
Quality Packaging Services January 2004 - January 2010
Open Finance Network September 2008 - March 2009
BearingPoint September 2005 - June 2007
Evergreen Investments January 1996 - January 2004
JOHN HANCOCK MUTUAL FUNDS/DISTRIBUTORS, INC January 1986 - January 1996
Skills
Mergers, Forecasting, Finance, Strategic Planning, Budgets, Financial Modeling, Financial Analysis, Strategic Financial..., Corporate Finance, Valuation, Due Diligence, Financial Reporting, Portfolio Management, Managerial Finance, Private Equity, Investments, Cash Management, Asset Managment, Equities, Risk Management, Auditing, Mergers & Acquisitions, Business Analysis, Accounting, Internal Controls, Start-ups, Entrepreneurship, Leadership, Executive Management, Financial Services, Management, Securities, Program Management, Restructuring, Mutual Funds, Strategy, Business Strategy
Education
Salem State University 1977 — 1981
Bachelor of Science Degree, Business Administration
WB Moore Company of Charlotte, Inc. February 2015 - Present
NC Business Consulting April 2014 - September 2014
Isis Mobile Commerce December 2011 - November 2013
Scale Finance January 2010 - January 2011
Quality Packaging Services January 2004 - January 2010
Open Finance Network September 2008 - March 2009
BearingPoint September 2005 - June 2007
Evergreen Investments January 1996 - January 2004
JOHN HANCOCK MUTUAL FUNDS/DISTRIBUTORS, INC January 1986 - January 1996
Skills
Mergers, Forecasting, Finance, Strategic Planning, Budgets, Financial Modeling, Financial Analysis, Strategic Financial..., Corporate Finance, Valuation, Due Diligence, Financial Reporting, Portfolio Management, Managerial Finance, Private Equity, Investments, Cash Management, Asset Managment, Equities, Risk Management, Auditing, Mergers & Acquisitions, Business Analysis, Accounting, Internal Controls, Start-ups, Entrepreneurship, Leadership, Executive Management, Financial Services, Management, Securities, Program Management, Restructuring, Mutual Funds, Strategy, Business Strategy
Education
Salem State University 1977 — 1981
Bachelor of Science Degree, Business Administration
Lynn Irwin's Scale Finance Experience February 2012 - January 2013
Job CFO/Controller for Hire
Industry Accounting
Experience
Consultant January 2013 - Present
Scale Finance February 2012 - January 2013
Bookkeeping and Small Business Consulting Services, LLC March 2011 - January 2012
New Garden Friends School July 2011 - December 2011
FedEx Express- Caribbean Transportation Solutions January 1991 - May 2009
Tradewinds/ Caribbean Air/ Wrangler Aviation November 1993 - May 1995
Wrangler Aviation January 1991 - November 1993
Westminster Homes, (a Weyerhaeuser Real Estate Company) September 1988 - January 1991
Defense Contract Audit Agency May 1987 - September 1988
Skills
Quickbooks Pro Advisor, Peachtree, Financial Reporting, Financial Analysis, Accounting, Finance, Budgets, Auditing, General Ledger, Cash Flow, Strategic Financial..., Payroll, Mergers & Acquisitions, Financial Statements
Education
Guilford College 1983 — 1987
BS, Accounting
Consultant January 2013 - Present
Scale Finance February 2012 - January 2013
Bookkeeping and Small Business Consulting Services, LLC March 2011 - January 2012
New Garden Friends School July 2011 - December 2011
FedEx Express- Caribbean Transportation Solutions January 1991 - May 2009
Tradewinds/ Caribbean Air/ Wrangler Aviation November 1993 - May 1995
Wrangler Aviation January 1991 - November 1993
Westminster Homes, (a Weyerhaeuser Real Estate Company) September 1988 - January 1991
Defense Contract Audit Agency May 1987 - September 1988
Skills
Quickbooks Pro Advisor, Peachtree, Financial Reporting, Financial Analysis, Accounting, Finance, Budgets, Auditing, General Ledger, Cash Flow, Strategic Financial..., Payroll, Mergers & Acquisitions, Financial Statements
Education
Guilford College 1983 — 1987
BS, Accounting
Abigail Blanks's Scale Finance Experience March 2013 - July 2013
Job Staff Attorney at University Hospitals of Cleveland
Industry Legal Services
Experience
University Hospitals of Cleveland November 2014 - Present
University Hospitals of Cleveland January 2014 - May 2014
Internal Revenue Service August 2013 - December 2013
Scale Finance March 2013 - July 2013
Custom Fabricators, Inc. May 2010 - March 2013
Heritage Stone November 2005 - September 2009
Skills
Construction, Contract Negotiation, Project Management, Contract Management, Budgets, Construction Management, Process Scheduler, Strategic Planning, Customer Service, Project Coordination, LEED, MS Project, Project Portfolio..., Marketing Strategy, Project Estimation, Sales Management, Space planning, Income Tax, Tax Law, Legal Research, Legal Compliance, Federal Government
Education
Cleveland Marshall College of Law 2010 — 2014
Doctor of Law (J.D.), Business/Commerce, General
Ohio University 1999 — 2003
BS, Marketing
University Hospitals of Cleveland November 2014 - Present
University Hospitals of Cleveland January 2014 - May 2014
Internal Revenue Service August 2013 - December 2013
Scale Finance March 2013 - July 2013
Custom Fabricators, Inc. May 2010 - March 2013
Heritage Stone November 2005 - September 2009
Skills
Construction, Contract Negotiation, Project Management, Contract Management, Budgets, Construction Management, Process Scheduler, Strategic Planning, Customer Service, Project Coordination, LEED, MS Project, Project Portfolio..., Marketing Strategy, Project Estimation, Sales Management, Space planning, Income Tax, Tax Law, Legal Research, Legal Compliance, Federal Government
Education
Cleveland Marshall College of Law 2010 — 2014
Doctor of Law (J.D.), Business/Commerce, General
Ohio University 1999 — 2003
BS, Marketing
Craig Coss's Scale Finance Experience March 2013 - January 2014
Job Controller at Sapheon, Inc.
Industry Real Estate
Experience
Medtronic February 2014 - Present
Scale Finance March 2013 - January 2014
TradeMark Properties, NC 2007 - 2011
Highwoods Properties 1996 - 2007
Prime Retail 1993 - 1996
BTR Realty 1983 - 1992
Skills
Financial Reporting
Education
Towson University 1976 — 1980
Bachelor of Science (BS), Business Administration Accounting
Medtronic February 2014 - Present
Scale Finance March 2013 - January 2014
TradeMark Properties, NC 2007 - 2011
Highwoods Properties 1996 - 2007
Prime Retail 1993 - 1996
BTR Realty 1983 - 1992
Skills
Financial Reporting
Education
Towson University 1976 — 1980
Bachelor of Science (BS), Business Administration Accounting