David is an accomplished CFO, who provides CFO Advisory Services and 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 CFO job responsibilities include finance transformation, systems conversions, budgeting, IT procurement, real estate, and commercial banking.
David joined Burkland in 2019, and thus far has served 10 clients in the Fintech, SaaS, AI, and IoT sectors. His engagements cover everything from accounting controllership to budgeting, forecasting, fundraising, and investor due diligence. On average, David’s clients are more than doubling revenues every year. David’s prior experience includes CFO roles at Mitsubishi UFJ Financial Group (MUFG), capital markets roles with JP Morgan Chase, and seven years in public accounting at Ernst & Young. David also worked as Director of Finance at Zama Networks, Inc., a data storage and ISP and was the 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 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, a non-profit where he was previously the Treasurer.
Education & Professional Certifications
- Bachelor of Business Administration, Accounting, The University of Texas at Austin
- Certified Public Accountant (CPA)
- Chartered Financial Analyst (CFA)
Areas of Expertise
- Financial Modeling
- Mergers & Acquisitions
- Strategic Planning
- CXO Nexus
- Clarity Movement Co.
- Monarch Money
- Plate IQ
- Vanta, Inc.
- Fly Fishing
- Mountain Biking