At the core of Keating's culture is a "dream team" group of diverse CFO's with a common obsessive passion for startups. While each of these professionals bring their own experience and energy to the table, they work especially well as a team. When one of these experts joins your team as Interim CFO, you benefit from the collective knowledge of the whole group as collaboration runs rampant at Keating.
Here are the team members (alphabetically):
Michael has a diverse background leading companies’ finance and accounting functions to drive operational success. His specialty is working with executive teams to establish goals, create strategies and plans to achieve those goals, and define the metrics against which success is defined. He drives this through a continuously improving finance and accounting function, and focusing on data-driven metrics to deliver reporting as a decision-making tool. His core expertise is in establishing a finance and accounting capability as a company goes through a rapid growth phase, and redefining an organization’s financial systems and processes once they are no longer suited to the company's requirements. He has worked with and for companies in numerous industries, particularly technology, life sciences, and multi-site retail.
Specialties: Finance strategy, Finance Organization Optimization, Balance Sheet Management, Technology Planning, Workforce Effectiveness, Financial Planning and Analysis, Data Analytics, SaaS, Retail, Life Sciences
Andy has more than 13 years of experience as a CFO for small to medium sized companies, as well as several years in senior corporate finance and consulting roles. He's had direct responsibility for Accounting, FP&A, HR, and Operations in those roles, as well as being the point of contact for external parties such as auditors, bankers, and Boards of Directors. In all of his roles, his focus is to structure his teams and processes to align with specific client needs, with the goal of providing outstanding results. Andy's educational background includes a BS in Business Management from Cornell University and an MBA from the University of Chicago Booth School of Business. Away from work, he enjoys playing golf, tennis, and baseball.
Specialties: Business Modeling, FP&A, HR, Operations, Strategic Planning, SAAS, Consumer Products, Manufacturing, Operations
Ryan Keating has advised and worked with more than 120 early stage venture capital-seeking and venture-backed companies, several as the interim CFO. Ryan possesses an extensive financial and management consulting background from more than 20 years with venture backed companies and large technology and management consulting firms including Microsoft, Salomon Smith Barney and PricewaterhouseCoopers. He attended Boston University, School of Management and holds a degree in Finance and Information Systems.
Specialties: SaaS Accounting, Marketing/Big Data, CleanTech, Solar, Consumer Electronics, Business Modeling, FP&A, Fundraising
David Mozaffarian is a talented CFO for Keating Consulting Group and is responsible for providing strategic counsel and financial planning & analysis to various startups. His experience covers various industries including SaaS, medical device, market/big data, mobile apps, and consumer electronics. David joined Keating in March 2010 and has climbed the ranks from our team of financial analysts. Prior to Keating, David consulted in operations research and factory efficiency for textile factories. David graduated University of California at Berkeley in 2008 with dual degrees in Operations Research & Management Science (B.A.) and in Rhetoric (B.A.).
Specialties: Business Modeling, FP&A, Strategic Planning, SaaS, Mobile, Consumer Electronics
Lisa is a highly accomplished, results-driven CFO with over 25 years of finance and operations experience in venture-backed and public companies. She has served several startups and larger companies in all aspects of corporate finance and administration - accounting, finance, legal, human resources, risk management, and real estate. While being a talented, forward-looking strategic thought partner, she also likes to roll up her sleeves and apply her hands-on operational experience. In a startup, the team is everything, and Lisa has a strong track record of building and leading high-performance teams. Lisa also brings to every CFO engagement a strong sense of systems and controls and understands the critical link between finance and accounting. Lisa holds a Bachelor of Science in Commerce in Accounting from Santa Clara University and is a Certified Public Accountant (inactive).
Specialties: Fundraising Strategies and Support, Venture Debt, Team Building, Financial Budgeting and Planning, SaaS, Consumer Products
Keating's operations and support team consist of experienced CPAs, controllers, bookkeepers, HR experts, and financial analysts that can help any early stage company in vital operations areas such as: all aspects of accounting, creation of financial projections, human resources and benefit management, facilities, executive level administration, and the development of corporate policies and procedures.
In addition to his CFO duties (above), Ryan is also our fearless leader and heads up Keating's Finance Group, managing the most talented CFO/FP&A/modeling team in the biz.
Bruce is a versatile executive with extensive experience covering all aspects of human resources. Bruce has led human resources functions with operations throughout the United States, Asia and Europe. During his career, he has worked with organizations such as The Coca-Cola Company and VWR International, LLC, a global laboratory supplier to the world's top pharmaceutical and biotech firms. He earned his BS in Sociology from Western Michigan University and his MBA from the University of Phoenix School of Business. In addition, Bruce holds the Senior Professional in Human Resources (SPHR) designation through the HR Certification Institute.
Trained and qualified as a UK Chartered Accountant with KPMG in London, including an international secondment to Montreal, Canada, then worked in international internal audit with Reed Elsevier (now RELX Group) in London and in Sydney, Australia. Cathy has been working as a controller for Bay Area startups since 2001, including Whitelight (sold to Symphony), Mediabolic (sold to Macrovision, now Rovi), Sling, creators of the ‘SlingBox’ (sold to Echostar) and Cloud Engines, creators of the ‘Pogoplug'. She graduated with an honors degree in Economics from the London School of Economics (University of London).
Specialties: Hardware and cost accounting, international and foreign currency consolidations
Carolyn has acted as Controller for dozens of Bay Area startups, providing leadership and strategic guidance in fast-growth environments. While at Keating, she has become a thought leader surrounding the specific challenges and rules involved in recurring revenue and SaaS-based business models. Carolyn has a Bachelor's degree in International Economics and Trade from the Beijing University of Chemical Technology and a Master’s degree in Economics from the University of New Hampshire.
Specialties: Saas accounting, revenue recognition policies, predictive modeling
A unique career path progressing from advertising & marketing, to multimedia design, to web and database application development, to startup founder has provided Trae with unique ability to mix marketing and technology. Trae takes care of marketing and business development functions for Keating, while also keeping the technology components of Keating's offering on the forefront of what startups need.