Benjamin Lehrer Email & Phone Number

Ben is obsessed with the finance function, serving those within it, and enabling those who rely upon it. He believes finance is and always will be people-driven, the purpose of data is dialogue, and successful transactions are a function of compelling storytelling and team credibility (much more so than a multiple of EBITDA). He leads the team at First Water Finance (FWF), the Relational Finance platform combining FP&A and Corporate Finance solutions with engagement frameworks and network connections that promote recurring dialogue and more relational strength compared to traditional, transactional professional services models. Whether it is tapping innovative FP&A BPO, executing on process improvement or transaction initiatives, or sourcing capital partners and vetted solution providers, FWF is the place to connect your finance dialogue with execution. FWF is also a strategic partner to The CFO Alliance (CFOA), the premier finance leader peer advisory network that has served nearly 10,000 finance leaders since inception. CFOA leads impactful peer events (600+), crafts original content and data benchmarking, and facilitates individual member connections that enable advancement for individual leaders, their teams, and their enterprises. Ben meets with hundreds of CFOs and finance leaders per year as the Head of Learning & Development for the community, incorporating their voices into content, programming, and overall community strategy alongside CFOA's founders. Ben is deeply committed to finance education, particularly in the small to midsize business (SMB) space. Having worked alongside ~100 management teams, capital providers, and partners, he understands the structural gaps within SMBs related to finance experience and engaging with institutional capital. As catalysts to close those gaps, Ben authored the book Relational Finance (www.relationalfinance.com) and created the free Finance Readiness (FiRe) Score assessment tool (www.fire-score.com). Finance is a people sport, and Ben and FWF are here to help you win it. Learn more at www.firstwater.finance.

Listed skills include Private Equity, Investments, Financial Modeling, Finance, and 30 others.

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  The Wharton School

  Economics (Finance & Accounting)