We Give Finance Cover To Over 150 Startups in San Francisco and New York
Expert finance that makes economic sense is within your reach. You don’t need the expense of a full-time CFO to have a partner that gives you the same strategic guidance to ease your company’s growing pains, so you can confidently focus on running the business.
Focus on product and sales while mastering your finances, with part-time CFO cover that provides expert guidance on strategic planning, financial modeling, operations development and fundraising, plus bookkeeping & tax if you need it.
We Provide Expert Financial Guidance That Is Practical
Proven part-time CFOs help you understand the strategic implications of financial metrics to expedite your success. We work with you in key areas of finance such as:
Assistance with Fundraising
Optimization of Receivables & Payables to maximize cash flow
Financial & Business Modeling
Budgeting & Forecasting
Development, implementation, & Management of Accounting Processes
Financial Report Preparation & Presentation
Strategic Business Planning
Investor & Board of Directors Meetings, Strategy & Presentations
Other non-financial CFO duties such as HR & Legal
BUILDING SOLID GROWTH
Meet Our Team
We have a solid team of strategic on-demand CFOs in San Francisco and New York, that give startups of all sizes – from Seed to pre-IPO – the finance cover they need to grow with confidence.
Jeff is our founder. He’s a visionary doer that can make a solid difference for your company. He has over 20 years of strategic and tactical financial management experience in both the corporate world and startups here in Silicon Valley.
An expert in business plan development, fundraising, financial modeling, management reviews, strategic planning, and process improvement, Jeff has provided strategic financial cover for many successful companies.
Jeff has a BS in Electrical Engineering from Duke and has an MBA from Harvard Business School.
Walt Spevak has over 25 years of business experience providing both start-ups and public companies with essential skills in pre-public company fundraising strategy development, strategic planning, market research, financial modeling and budgeting/forecasting.
Most recently he has worked with clients focused on both corporate employee philanthropy and mobile philanthropy, as well as companies in the online health and wellness space, mobile team productivity, consumer goods, video gaming community, cloud syncing and bitcoin money transfer.
Walt holds both a BA in Economics and an MBA from Stanford University.
For the last fifteen years, D.J. has provided business development, business planning and conceptual development services to a broad range of companies such as Sony, Universal Pictures, Disney and Mitsubishi.
Prior to joining Burkland Associates, D.J. acted as General Manager at Lucasfilm Ltd, and Partner/CFO at MSB Entertainment.
D.J. graduated with honors with a BS in Business Management from San Francisco State University.
James gives CEOs expert finance cover by applying the practices he’s learned through more than 15 years of experience in both startups and public companies. His roles included developing corporate and business unit strategies, assisting with fundraising, creating financial models, and improving operational processes.
As the interim CFO for a software-as-a-service (SaaS) company, James gave instrumental help for securing $22 million of venture funding. He also reduced cash burn rate by leading sales pipeline reviews, vendor negotiations and headcount optimization, in addition to supporting the go-to-market planning for both enterprise and e-commerce sales channels.
James has also served as the interim CFO for several companies in hardware, e-commerce, digital health, enterprise collaboration software, and 3D printing.
James has an MBA from Harvard Business School and a Bachelor of Science in Systems Engineering from the United States Military Academy. He also leads Bay Area support for the Admissions Office of the United States Military Academy.
Karen Camp brings over 20 years of successful executive financial and operations experience building high growth companies of international scope.
Karen has managed finance, accounting, FP&A, treasury, forecasting and budgeting, business development, HR, and operations and legal functions in enterprises ranging from start-ups to corporations with revenues of $230 million.
Karen holds an A.B. from Smith College and an M.A. from Middlebury College.
Joel brings over 25 years of finance, strategy and operational experience to the Burkland Associates team, having worked for both large public companies, as well as start-ups, in a variety of industries.
He spent several years with Apple and Nike, in finance, marketing, product, and business development roles, with half of his time living and working in Japan for both companies. In 2006, Joel returned to the Bay Area, and has worked in finance for several startups that range from seed through Series C.
Joel received a BA in Economics from the University of Washington, and an MBA from the Berkeley-Haas Business School.
Rick Kjellberg helps startups define pathways to financial stability that enable them to create high-functioning teams. Rick is passionate about technology and policy innovations to power a carbon-free energy future. Thus, he is a mentor for the Cleantech Open and also the CEO of ATLARMOR, a finance and operations advisory firm to cleantech startups.
Prior to joining Burkland Associates, Rick oversaw the Financial Planning & Analysis team at NEXT, Samsung’s venture arm. There, he provided financial strategy and budgetary alignment for NEXT as well as for startups within the portfolio. Before NEXT, Rick was promoted through a series of executive roles at Ogin Energy, a venture-backed wind energy equipment manufacturer. Prior to Ogin, Rick was a senior financial consultant at Chatham Financial, advising clients on their derivatives and debt management strategies. Rick began his career as an officer and instructor pilot in the US Air Force; he piloted Cabinet Secretaries, Members of Congress and general officers and developed expertise in operations and training.
Rick is a Distinguished Graduate of the US Air Force Academy with a BS in Astronautical Engineering. He has an MSA in Information Resource Management from Central Michigan University, an MBA in Entrepreneurial Management from the Wharton School at the University of Pennsylvania, and an MPA from the Kennedy School at Harvard University.
With over 25 years of experience in finance and professional services, Jonathan helps start-ups with a strategic approach to finance, which they need to grow with confidence. Before Burkland Associates, Jonathan led finance, administration, tax and treasury, risk management, regulatory compliance, and human resources as the CFO and CCO of Greenoaks Capital. He also spent over two decades delivering professional services at Deloitte and PricewaterhouseCoopers where he advised start-ups as well as listed companies of all sizes and stages of life. Jonathan’s expertise includes IP planning, mergers and acquisitions, cross-border planning, structuring, repatriation planning, transfer pricing, tax controversy, and tax provisions. Jonathan has helped numerous technology, software/SaaS, e-commerce, social media, gaming, life science, renewable energy, and consumer products companies navigate periods of growth and transformational change.
Jonathan is a licensed Certified Public Accountant in California and Washington. He holds both a Bachelor of Science (Cum Laude) in Accounting and a Master of Accountancy in Taxation from Brigham Young University.
Ardy brings more than 10 years of diverse tax, accounting, finance and business consulting experience to his role as Controller Consultant and Tax practice lead at Burkland Associates.
Ardy has gained extensive accounting experience through various positions with small and large companies, serving in the roles of Financial and Internal Auditor, Accountant and Controller.
Ardy is a Certified Public Accountant and a member of the California Society of CPAs and the American Institute of Certified Public Accountants. He earned his Bachelor of Business Administration in Corporate Accounting and Finance degree from San Jose State University.
Dave has nearly two decades of experience investing in, and working directly with management teams at, venture capital and private equity-backed companies. With experience that spans early-stage startups to leveraged buyouts, Dave has invested in and managed companies representing $280mm of invested equity and a combined enterprise value of $1.5bn. Before joining Burkland, Dave spent several years working on a start up in the point-of-sale consumer lending space and an investing-related entrepreneurial endeavor.
Prior to that he was an investor at M/C Partners where he was responsible for sourcing and executing new investment opportunities, and managing portfolio companies in the technology, media and telecommunications sectors. Dave started his career at Veronis Suhler Stevenson where he gained extensive financial, industry and transaction experience working as a private equity investor and investment banker focused on the media industry.
Dave earned an MBA at UC Berkeley and graduated with honors from Skidmore College with a B.A. in Psychology.
Debbie Rosler has over 20 years of finance and strategy experience working with both start-ups and later-stage companies in a variety of industries.
She has worked in FP&A, corporate strategy, operations, investment banking and venture capital. Her areas of expertise include business plan development, financial modeling, management reporting, cash flow management and business process design.
Debbie received a BBA with high distinction from the University of Michigan and an MBA from Stanford Graduate School of Business.
Tony Schopen’s experience includes CFO and senior consulting roles working with a number of venture-backed startups across a variety of industries.
Tony is adept in investment banking, debt negotiation, financial modeling, strategy consulting, and equity research covering SaaS and Internet companies.
Tony received his AB (magna cum laude) in economics from Duke University and an MBA from the University of Chicago Booth School of Business. He is a Chartered Financial Analyst (CFA) and holds a Certified Public Accountant (CPA) certificate.
Bobby’s strong financial acumen helps startups develop winning business models and getting to profitability quickly. He has over 25 years leadership experience at both public and private technology companies, giving financial cover to high performance, data-driven teams.
Before Burkland Associates, Bobby was CEO and CFO of Playlist Media, a generation Z-focused streaming music company, where he remains an active board member. Prior to Playlist Media, Bobby was VP of Finance at NorthStar Systems, an enterprise software company, where managed finance, accounting, HR and IT. He also set pricing structures and negotiated contracts with Fortune 500 companies for seven figure software licensing arrangements. Prior to NorthStar, Bobby was CFO of Tribeworks, a publicly traded multimedia software company, where he brought the company to profitability within two years and also served as General Manager and on the Board of Directors. Prior to that, Bobby co-founded Mjuice.com, an Internet music distribution company, where he served as the Chief Financial Officer and General Manager. Mjuice was the first company to deliver music securely from the web to portable devices and was sold to ARTISTdirect. Before Mjuice, Bobby was the Controller and interim CFO at Oceania, an enterprise software company. Prior to that he was a Senior Consultant at Price Waterhouse.
Bobby graduated magna cum laude with a B.S. in Economics from the Wharton School at the University of Pennsylvania. He is a CPA (inactive) in the State of California.
Keith White has over 15 years of business experience at companies ranging in size from startups to the Fortune 500.
He has developed business & financial models, raised funding for startups, sized opportunities, analyzed competitive positions, managed business development and provided investor relations support. Keith has also served in a variety of functions including finance, business development, strategy, marketing and operations.
Keith holds an MBA with Distinction from Harvard and a BS in Industrial Engineering Summa Cum Laude from Kansas State University.
Marc has a 25-year track record of financial leadership, fundraising and accelerating growth for early stage companies, turnarounds and international organizations ready to scale. He is a builder of businesses in B2C / B2BC technology-focused organizations in consumer goods & services, retail, SaaS and education and the emerging aging marketplace. Marc has extensive experience setting up and running teams in FP&A, Fundraising, Corporate Strategy, Operations, Business and Product Development, Quality Assurance, Customer Service and Marketing.
Marc is also a strong supporter of social enterprise ventures. He was CEO of Fitness Forward, COO of Management Leadership for Tomorrow and was President of the Harvard Business School Alumni Club.
To help startups with smarter finance, Marc is armed with an MBA from Harvard Business School and a B.S from Babson College where he triple major in Finance, Economics and Marketing and graduated Magna Cum Laude.
Keith brings more than 15 years of deep experience as a full time or contract CFO to startups and high growth companies in a wide range of industries including biotech, nanotech, real estate, SAAS and food & beverage. In addition to the customary finance roles of a CFO, he also has experience managing investor relations and due diligence, HR and benefits, IT and insurance, as well as fund raising and successful exits for founders.
As the CFO for a biotech company at which he continues to be engaged, he set up and manages the company’s financial systems and processes and has been deeply involved in the company’s fundraising. For a food & beverage company, he also set up systems and processes from scratch, managed cash so that no outside investment was needed while growing the company from $4 million to over $100 million. For a nanotech company, he authored the offering document and closed the $36 million Series A round, one of the largest Series A raises at the time.
Prior to becoming an entrepreneurial CFO, Keith’s corporate experience included Vice President Corporate Development of Kaiser Aluminum, where he was one of four direct reports to the CEO of a Fortune 500 global company. He was also Vice President International, Business Manager of the Primary Aluminum Business Unit, Assistant Treasurer and served on the Board of Directors of operating companies in Europe, Africa and China. Previously at Chevron, Keith was the finance director on the negotiating team that created the $20 billion TengizChevroil joint venture in Kazakhstan, and he received the Chairman’s Award for his financial planning application, which was used worldwide for 20 years.
Keith earned a BS in Biological Sciences from Stanford, and an MBA from the Stanford Graduate School of Business.
Mike Kaswan runs our East Coast on-demand CFOs practice. He has over 25 years of experience as a senior finance executive, venture capital investor, chief executive officer and board member, working with rapidly growing companies in the healthcare and other industries.
Mike is passionate about entrepreneurship and business value creation, having conceived and written the business plans for two companies that achieved cash exits for a combined $1.4 billion, been a co-founder of a venture capital firm that raised over $290 million in investment capital and created and run a “start-up by acquisition” with over 200 employees.
Mike holds an MBA with Distinction from Harvard Business School and a B.S. in Commerce with a Finance concentration from the McIntire School of Commerce at the University of Virginia.
Berna Barshay helps CEOs be smarter about finance from our East Coast office. She has over 25 years of broad business and finance experience, including over 15 years as an investor, primarily in the public markets. Berna’s years as an investor have yielded her with a functional expertise in financial modeling, fundraising and investor relations, valuation, M&A, and strategy assessment. She is an industry expert in the consumer, media, and ecommerce verticals, with substantial additional experience in other areas of tech, financial services, and other industries.
In addition to her work as an investor, Berna has worked as a consultant addressing both strategy and operational finance for clients ranging from start-ups to large public companies. She also served as the CFO of a FinTech start-up that secured close to $20 million in venture funding.
Berna graduated with an AB cum laude from Princeton University and received an MBA with First Year Honors from Harvard Business School.
Ron has over 30 years’ experience in financial and operations management for both emerging and established companies, primarily in life science and technology industries. As CFO for several early stage companies, he has worked closely with CEOs and Board Members to develop and implement financial strategies. Ron’s experience includes funding, financial modeling, M&A, financial reporting & controls, systems implementation, licensing, and international operations.
Ron has also managed HR, IT, legal, and manufacturing, and has taken companies through the FDA application process for new drugs, and assisted pharma, software and ed tech companies in M&A and public listings.
Ron earned an A.B. in Economics from Boston College, and an MBA from the Wharton School of the University of Pennsylvania. He qualified as a CPA (inactive) while with Arthur Andersen & Co., and served as a Supply Officer in the U.S. Navy.
Jon has over 25 years experience in finance and operations, offering clients insights gained as an investment banker on Wall Street, as a senior corporate executive oversight at a Fortune 500 company, and as CFO of businesses ranging from a global marketing technology company to a nascent medicinal cannabis business.
Jon has executed strategic and financing transactions as an advisor and as a corporate executive. Jon has a passion for teaming with CEOs to build great businesses through the development and execution of insightful strategic plans, realistic budgets/operating plans, fair incentive programs, good corporate governance and investor communications.
Jon holds a BA from Middlebury College and an MBA from the Harvard Business School.
Steven Lord has led, founded and managed companies in the financial technology, asset management and publishing sectors in Europe and in the United States. His 25-year career as an entrepreneur and senior executive in both public and private companies equips him with a deep understanding of strategic capital formation, financial modeling, operational efficiencies, restructuring and turnaround management, and M&A.
Steve has served as a senior consultant and interim CFO for companies across a broad range of sectors and sizes, bringing particular expertise with subscription-based business models (including SaaS) in the fintech, publishing and digital currency/blockchain industries to Burkland. Steve also has served as an expert witness for the U.S. Securities and Exchange Commission and is active in disaster relief missions as a Civil Air Patrol liaison officer to FEMA’s Region II.
Steve holds a master’s degree from the Fletcher School of Law and Diplomacy at Tufts University, and a B.S. in Business Administration from the University of Vermont.
Parm brings more than fifteen years of financial expertise to help Startups and Boards assess strategic opportunities and manage risk. His experience in strategy, finance & operations, growth planning, forecasting planning & analysis, fund raising, and financial models gives CEOs the cover they need to grow with confidence. His experience includes CFO roles at Fab.com, Waywire, Timedata, and Strategic CFO consulting to multiple other Companies across growth stages and verticals. Parm is a proven finance partner, helping CEOs build solid financial foundations and practices. Parm was also a VP of Strategic Planning at JP Morgan Chase and a VP of Innovation at Bank of New York Mellon.
Parm earned his MBA from Yale School of Management, MSc in Industrial Relations & Personnel Management from The London School of Economics, and BSc in Mathematics from UCLA.
Parm has deep expertise in SaaS, E-commerce, IT, and online advertising models, which he applies to give startups superb growth insights, and set best practices in all areas of finance.
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