Teams at VeloCFO

Own strategic finance engagements for high-growth technology startups, including driver-based financial modeling, planning, forecasting, cash management, budget-versus-actuals reporting, variance analysis, and investor storytelling. Partner with accounting and executive teams on financial reporting, M&A, fundraising, pricing, unit economics, sales capacity, and retention analysis. Translate complex financial data into actionable recommendations for founders and leadership teams.

Leads People Operations for clients by advising on team effectiveness, organizational design, employee relations, and people decisions. Manages benefits administration, including enrollment, carrier coordination, employee support, and potential migration. Builds scalable yet flexible People systems and processes, partners with leadership on headcount and organizational planning, and translates business goals into practical people strategies while navigating ambiguity and sensitive employee matters.

Lead and manage client accounting engagements, oversee financial reporting and month-end close, improve finance processes and controls, manage a bookkeeping operations team, support fundraising and tax collaboration, and implement/maintain clients' financial tech stack.