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Tag: financial planning and analysis

Lea Bizri: Driving Financial Excellence, Strategic Growth and Lasting Impact.

I’m excited to share my executive biography, highlighting my journey in finance, private equity, and business strategy. With over 25 years of experience, I’ve had the privilege of scaling companies, leading M&A transactions, and driving financial excellence across the digital media and tech landscape. I’m passionate about leveraging finance as a strategic growth driver and helping businesses navigate transitions, optimize operations, and maximize value.

Christopher M. Cannon, CPA, MBA | Transformational Financial Leader Driving Strategic Growth and Innovation

Christopher M. Cannon, CPA, MBA, is a seasoned financial executive with 15 years of leadership experience in financial services and insurance. Specializing in financial planning and analysis, corporate finance, and risk management, he has successfully led enterprise-wide financial transformations, optimized financial performance, and implemented innovative financial systems. As senior executive director of personal lines and operations at CSAA Insurance Group, Chris oversees revenue forecasting, expense planning, and strategic financial initiatives that drive corporate decision-making. With a strong foundation in M&A valuation, financial modeling, and governance, he is actively seeking board opportunities where his expertise in finance and strategic oversight can contribute to organizational growth and success.

David G. Wopschall – Strategic Financial and Operational Leader

David G. Wopschall is a seasoned financial and operational executive with over 25 years of leadership experience in private equity-backed and public companies. As a transformative CFO, he has led over $1 billion in M&A transactions, driving enterprise value and securing high-multiple exits. With expertise spanning high-tech, electronics, satellite communications, SaaS, and manufacturing, he has successfully restructured global organizations, optimized financial operations, and raised over $300 million in capital. A trusted advisor to CEOs and Boards, Wopschall excels in financial strategy, risk management, and operational efficiency. His ability to drive growth, profitability, and corporate transformation has made him a pivotal leader in navigating complex global markets.

The Role of a Fractional CFO in Organizational Growth

A fractional CFO offers a strategic and cost-effective solution for organizations seeking high-level financial leadership without the commitment of a full-time hire. With expertise in financial planning, cash flow management, and scaling operations, fractional CFOs bring a wealth of experience to optimize financial systems and drive growth. They provide actionable insights, implement robust controls, and align financial goals with strategic objectives, enabling informed decision-making and sustainable expansion. Flexible and resource-efficient, a fractional CFO empowers businesses to navigate financial complexities, seize growth opportunities, and achieve long-term success in a dynamic market environment.