Brian Medley Email and Phone Number
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Brian Medley is founder and principal of VertexCFO. A CFO with more than 25 years of experience in financial, accounting and operational services, Brian’s clients appreciate his approachable style and middle market growth company expertise. Brian founded VertexCFO to provide the outsourced expert-level resources start-up and middle market companies need to reach their goals. VertexCFO provides fractional CFO and Controller expertise to middle market and well-funded start-up companies seeking to make solid financial decisions to manage, grow or sell their companies. Based in Denver, Colorado, VertexCFO specializes in making sense of complex financial information, providing CEOs and entrepreneurs sound data to run their businesses and present to their investors. VertexCFO supplements current accounting teams, overlaying CFO and Controller knowledge to support budgeting, forecasting, cash management, accuracy of monthly financials, projections and financial presentations to investors and stakeholders. One of Brian’s greatest strengths is his ability to translate complex financial material into meaningful information for his CEO clients, allowing them to easily comprehend the data and confidently present financial results to their executive boards and investors. Brian has a personable style that clients connect with and value.He leverages this M&A experience to help his clients maximize the value of their transactions with thorough due diligence and accurate financial documentation, understanding the intricacies of a purchase or sale, and serving as a trusted advisor and confidant. Brian enjoys spending time with his family in the mountains, skiing, mountain biking and golfing.
Vertexcfo
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Founder & PrincipalVertexcfo Oct 2014 - PresentGolden, Co, UsA Principal in VertexCFO, LLC which provides consulting, advisory and outsourced accounting services to high growth middle market companies. VertexCFO experts work closely with owners, senior management and the accounting staff to identify and solve specific problems. Ongoing strategic CFO and Controller services on a fractional basis is available to position your company for growth and provide expertise in specific areas impacting the financial operations of your company. CEO's and business owners who want to focus on business growth or preparing for an exit need a strong financial and accounting Advisor. We take on the oversight of the accounting, financial reporting, cash management, budgeting, capital planning and banking relationships as an integral Trusted Advisor and partner to your company.Buying or selling a business is a complex process and having the right team members identify and solve issues will assist in a successful transaction. Valuations, due diligence, deal terms and tax structures can be overwhelming. We lead and guide our clients to facilitate the processExperience working across diverse industries such as software, professional services, organizations, construction, and healthcare, etc. -
Chief Financial OfficerHealth Inventures 1998 - Oct 2013A proven Senior Vice President and Chief Financial Officer with 21 years of progressive financial and operational experience. Superior communication skills and maintained multiple C-suite relationships with customers to deliver results. Extensive financial, banking, lending, valuation and Board experience. Successfully partnered with leading investment banking firm to complete the sale of Health Inventures ("HI") to a key industry leader. Provided leadership to assist in merging our company and retaining 100% of clients to create synergies and improved services. Experience included financial and reporting responsibilities for both corporate and ASC clients. Responsible for corporate revenue of $36 million and EBITDA of $5 million. Financial oversight of $219 million in ASC revenues and $88 million in EBITDA. Proven success in a diverse set of industries, including healthcare services, pharmaceutical manufacturing and public accounting, by applying a broad business perspective beyond the finance discipline, with a hands-on, operational and strategic oriented approach.
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ControllerGolden Pharmaceuticals, Inc 1996 - 1997Controller for pharmaceutical manufacturer (public company)
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AuditGrant Thornton Jun 1992 - Dec 1996Chicago, Il, Us
Brian Medley Skills
Brian Medley Education Details
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University Of Colorado BoulderAccounting And Finance -
University Of Colorado Boulder - Leeds School Of Business
Frequently Asked Questions about Brian Medley
What company does Brian Medley work for?
Brian Medley works for Vertexcfo
What is Brian Medley's role at the current company?
Brian Medley's current role is Fractional CFO * Financial models for CEOs, entrepreneurs * Capital raise and M&A Advisory * Outsourced CFO.
What is Brian Medley's email address?
Brian Medley's email address is bm****@****res.com
What is Brian Medley's direct phone number?
Brian Medley's direct phone number is (720)-304*****
What schools did Brian Medley attend?
Brian Medley attended University Of Colorado Boulder, University Of Colorado Boulder - Leeds School Of Business.
What skills is Brian Medley known for?
Brian Medley has skills like Hospitals, Healthcare, Leadership, Finance, Auditing, Strategic Planning, Healthcare Management, Physicians, Accounting, Healthcare Information Technology, Revenue Cycle, Clinical Research.
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