SMARTER FINANCE

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 have over 200 active clients. Some of our present and past clients include:

ACCELERATING DREAMS

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

  • Cash Management

  • Financial Report Preparation & Presentation

  • Strategic Business Planning

  • Vendor Negotiations

  • Investor & Board of Directors Meetings, Strategy & Presentations

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.

San Francisco

Jeff Burkland

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.

twitter-icon

 

Walt Spevak

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.

D.J.Marini

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.

Karen Camp

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.

Marc Zablatsky

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.

Rick Kjellberg

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.

Peter Chouinard

Peter Chouinard is the Managing Director of our consumer group and an on-demand CFO. Peter has over 30 years of business experience working with consumer product startups, private and public companies. Most recently Peter was the CEO of Devine Products, an exponential growth, consumer products & technology development company.

Peter’s early career experience was at General Mills and Foster Farms where he was involved in finance, accounting, operations and strategy. More recently Peter has been a CFO then CEO for various food & wine businesses and ventures. In the wine industry he has led financial restructuring efforts and acquisitions, facilitated organizational development and culture change, developed business plans, launched new brands, raised capital and achieved both strategic and financial results. He also leveraged his breadth of expertise in a range of technology ventures involving, consumer technology, SaaS and IoT.

Peter has a Bachelors in Business Administration with a concentration in Finance and a Master of Science in Accounting from the Isenberg School of Management, University of Massachusetts Amherst, and a Master of Science in Finance from Bentley University.

.

Keith Milne

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.

Renee Barnstone

Renée has extensive, diverse and global experience in CFO and COO roles with technology-focused, product-driven organizations. Her roles included numerous business transformations, multiple successful exits, and M&A, team development, merger integration and investor relations.

Before Burkland, Renée was the Executive Vice President, Treasurer and Chief Financial Officer for Zenfolio. She was their first CFO following the company’s spin-out from Art.com. There, she established all internal finance, HR and legal systems and processes, including Strategic Planning. She was instrumental in helping guide their first-time CEO and executive team through the rigors of a private equity environment, with a focus on strategy and communications. She has also served as Chief Financial Officer for seven companies and their subsidiaries.

Renée has a Bachelor of Science in Accounting, Cum Laude, from Fairleigh Dickinson University. She is also a Certified Public Accountant (New Jersey).

David Coultas

David has extensive experience in fintech, SaaS, IoT, B2B eCommerce and capital markets.  He has helped organizations of all sizes with strategic finance that includes M&A, budgeting, planning, and business strategy.

David has covered every angle of M&A – from deal model to valuation, due diligence to closing, and full integration. He has also led and transformed planning activities at several organizations, including multi-year budgets, long range outlooks and short term forecasts. His decade of divisional CFO job responsibilities, include finance transformation, IT budgeting & procurement, and commercial banking.

David held several CFO roles at Mitsubishi UFJ Financial Group (MFUG), JP Morgan Chase, and Ernst & Young. He also worked as Director of Finance at Zama Networks, Inc., a data storage and ISP, and as a Controller at Indaba Communications, Inc., which was engaged in the early development of virtual reality teleconferencing.

David has a Bachelor of Business Administration in Accounting from The University of Texas at Austin. He is also a current CPA and CFA charter holder, a graduate of Deloitte CFO Academy, and a graduate of Financial Executives International (FEI) CFO Bootcamp. David is active in non-profits and serves as BOD President for Family Support Services of the Bay Area.

Ardy Esmaeili

Ardy brings more than 12 years of diverse tax, accounting, finance and business consulting experience to his role as Tax Practice Lead at Burkland Associates.

Ardy has gained extensive accounting and tax experience through various positions with small and large companies, serving in the roles of Financial and Internal Auditor, Tax 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.

Wendell Jones

Wendell brings decades of experience in financial management across multiple technology-related industries that include biotechnology, medical devices, software, and Internet. He has successfully enabled several companies and startups develop business plans, establish financial and internal control infrastructure, and navigate through fundraising efforts.

Before joining Burkland Associates, Wendell had been the CFO of a number of startups. For several years, he served as the Consulting CFO of OncoGenesis Corporation, a medical device company committed to improving the health of women worldwide. He was also co-founder and CFO of 3CPM, which developed FDA-approved clinically based non-invasive EGG diagnostic and analysis Systems. Before that, Wendell was also a co-founder and CFO of Maven Labs (purchased by Abbott Laboratories), of Industrial Fermentation Genetics, a biotech company, and a consultant to the Chairman of Network Solutions. He has also worked at Arthur D. Little, and KPMG.

Wendell has a Bachelors in Accounting from George Washington University and an MBA from Washington University’s Olin School of Business. He is a co-Founder of the Association of BioScience Financial Officers, and a board member to several non-profit organizations.

Debbie Rosler

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

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.

Jeff Harmon

Jeff has over 25 years of experience in finance leadership roles, helping companies with strategic planning, financial analysis, reporting, forecasting, modeling, treasury, cash management, revenue recognition, corporate governance, equity compensation, and contract negotiations. 

Jeff was the CFO of HealthCrowd, an end-to-end healthcare communications solution. Before that, Jeff was the CFO at Apixio, which uses predictive analytics to enable hosts of existing and new health technology providers to move, transact, search, analyze and display medical information. Prior to that, he was VP Division Finance Officer at CoreLogic a provider of property information, analytics and services. Before that, he was the VP of Finance and Administration at Dorado, a provider of intelligent SaaS solutions and platform-as-a-service (PaaS) architecture to the financial services industry. Jeff was also VP of Finance and Accounting at Epocrates in San Mateo, which provided mobile drug reference tools and electronic health records to healthcare professionals and interactive services to the healthcare industry.

Jeff has a Bachelors of Arts from the University of California at Los Angeles, and an MBA from California State University at Hayward. He is also a CPA with an active California license.

Bobby Davidorf

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

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.

twitter-icon

 

Stewart Sonnenfeldt

Stewart has worked both as an executive inside companies and as an external advisor in finance, corporate development, strategy, business development, corporate marketing and in technical roles. He has founded five companies, built teams and launched multiple businesses.  Stewart has also served in multiple management roles in public and private companies and has several years experience as a CFO.

Stewart has extensive experience in SaaS, and was part of the management team of the first SaaS company to reach $100 million in revenues, WebEx. As an investment banker, Stewart advised companies in the tech industry on capital raising, M&A and strategic initiatives, and managed 31 Initial Public Offerings.  Stewart has helped raise over $2 Billion for companies in over 50 transactions.

Prior to Burkland, Stewart managed his own consulting practice, On Demand Ventures, where he provided financial advisory, M&A, investment and divestiture analysis, market & launch strategy, and CFO services to companies and private equity firms.  Stewart was previously an entrepreneur-in-residence at Sevin Rosen Funds and the first-ever entrepreneur-in-residence at August Capital.

Stewart holds a BS in Chemical Engineering from Tufts University, and an MBA from the MIT Sloan School of Management.

Richard Deranleau

Richard has held numerous Chief Financial Officer positions, most recently for eASIC Corporation, a private, venture backed fabless semiconductor company, where he was responsible for all Financial, Legal, Human Resources and IT functions. Richard partnered with the CEO and Board to complete a preferred financing round, file the Company’s S-1 registration, and completed the Company’s sale to Intel in August, 2018.

His expertise also includes experience with high-growth, venture-backed startups such as Polycom, where he was Vice President of Finance and Treasurer from its days as a start-up through the achievement of $500 Million in Revenue. Richard was also SVP, Finance and CFO at Fujitsu America, responsible for all Financial, Compliance and IT functions. Before that, he was VP Finance and CFO for Brocade Communications Systems, a publicly traded Fortune 500 company. 

Richard has an MBA from San Jose State University and a Bachelor of Science in Economics from Iowa State University.

Mike Faerm

Mike has extensive experience in life sciences, from the perspectives of an industry executive, equity analyst and investment banker. He has developed and implemented strategy for a broad range of companies, and has executed a wide variety of transactions including IPOs and other equity financings, debt financings, non-dilutive structured funding, M&As, and licensing agreements.

Mike was the Chief Business Officer for Innoviva, a pharmaceutical company, where he led all corporate development activities and advised on investor relations and strategy. Previously, Mike worked in business development at Forest Laboratories, sourcing and executing deals with growing biotech companies to fund and develop pipeline programs, and at Regeneron Pharmaceuticals, performing long-term financial planning.

Prior to this, Mike worked at Wells Fargo and at Credit Suisse, covering stocks in the pharmaceutical industry. Previously as an investment banker at Merrill Lynch, Mike executed a wide range of transactions, across all sectors of healthcare including biotech, pharmaceuticals, medical devices, payers and providers.

Mike holds a Master of Business Administration from Harvard Business School, a Master of Science in Civil Engineering, with Stanford Dean’s Fellowship from Stanford University, and a Bachelor of Science in Civil Engineering, with Honors with Distinction from Columbia University.

New York

Mike Kaswan

Mike 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.

Parm Kang

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.

Steven Lord

Steven runs our East Coast on-demand CFOs practice. He 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.

Dorian Brown

Dorian has held CFO roles in the entertainment and education fields in small and medium-sized companies, as well as managed strategy, various financial functions, human resources, acquisitions and real estate transactions for large corporations. 

She was the co-founder and partner at FT Partners, a concierge financial service for women. Prior to this, Dorian was the executive vice president and CFO of Star Theatres, where she directed all financial functions and business affairs, and negotiated and managed bank credit and M&A. Before Star, Dorian was a senior vice president at Loews Theatres, where she developed the strategic plan and mission, negotiated union contracts, negotiated the joint venture to form Magic Johnson Theatres, and developed their 10-year business plan. Dorian was also a vice president of programming and business operations at Showtime Satellite Networks, and a vice president of strategic planning at Columbia Pictures Entertainment. 

Dorian has an MBA from Harvard Business School and a Bachelor of Business Administration in Accounting from George Washington University.

Steven Zausner

Steve has helped build, grow, and exit, three firms, and led the turnaround of a multi-billion-dollar division of a global bank. He also has extensive C-suite experience working across many different industries and geographies, running teams in Finance, Operations and Corporate Strategy and Development. 

In addition to his work at Burkland, Steve is a managing partner of OFFICE:FMA, a financial and strategy advisory firm that works with development finance institutions, government agencies, foundations and the private sector to design, build and fund initiatives aimed at solving complex social problems, oftentimes in emerging markets. Steve has completed assignments or transactions in more than 60 countries. Steve also has held leadership roles at  Banco Santander, RoseTech Ventures, Goldman Sachs and Vicis Capital, where he was Head of the London Office.

A former journalist, Steve prides himself on being able to make arcane financial concepts easily understandable to non-financial professionals. As an Adjunct Professor, Steve teaches a graduate-level finance and investment course, at Georgetown University’s Walsh School of Foreign Service.

Steve has a Master’s Degree in International Finance and Business from Columbia University, and an BA in Politics from NYU.

Morgan Rodd

Morgan brings over 25 years of finance experience in tech. He’s been a CFO, a venture capitalist, a corporate development executive, and an investment banker. Morgan has developed deep domain expertise in cloud-based software subscription models and their key financial and business metrics. He focuses his wealth of expertise on companies building SaaS businesses. His recent CFO clients have included Canvs.AI (SaaS data analytics), LegalPublish (SaaS marketing automation), PushSend (SaaS marketing and event communications) and AdvantEdge Analytics (SaaS fintech and data management ).

Morgan’s experience also includes Alex Brown & Sons, where he executed public offerings and M&A transactions for leading companies in tech, Volpe Brown Whelan, which took the first Internet company, Netcom Online; E*Trade, where he managed and executed acquisitions, divestitures, and strategic investments and co-managed E*Trade’s direct investing venture capital group; and ArrowPath Venture Partners, an early-stage venture fund with $300 million under management. As a VC, he invested over $125 million in more than 25 companies. Two of Morgan’s investments, Equinix and Financial Engines, went public while a number have been acquired by companies such as Cisco, VMWare, Oracle, Dell-EMC, and Symantec.

Morgan graduated with a BA in History from Wesleyan University and earned his MBA from the Wharton School of the University of Pennsylvania with a concentration in finance.

“As an early stage company, Burkland Associates’ finance cover has been critical to our initial success.”

Casey Rayan, Gamut Labs

“As our on-demand CFO during our critical growth years, Jeff Burkland’s strategic approach to finance was an invaluable element of our success.”

Peter Reinhardt, Segment

“We find Burkland Associates help in areas that range from financial modeling to dales compensation design invaluable as we prepare the business to meet the critical milestones to raise a Series B.”

Sanish Modkar, LEGION Technologies

ACCOUNTING & TAX

We have an experienced team of accountants, bookkeepers and tax experts that can help you grow the right way. Click on the button to access our Bookkeeping & Tax section.

WISDOM COMES FROM KNOWING

Access useful finance & accounting tools now

Here are some online tools we find useful. Just click and access the tool directly (most are free).