Bryan Neff Email & Phone Number

Phoenix, Az, Us

Experience in Media, Healthcare, Manufacturing, R&D, Distribution, Lifestyle Events, and Service Sectors. Start-up, Growth State and Mature Enterprises.Board of Directors – Enginuity Holdings and its related subsidiaries (2015-current); Board of Directors – Identity Sports (2024-current) (Treasurer);American Lung Association of Arizona and New Mexico (2004 – 2007) (Served on Banking and Treasury Management Committee)Arizona District Export Council – Appointment in 2012 by US Secretary of Commerce - The District Export Councils contribute leadership and international trade expertise to complement the U.S. Commercial Service’s export promotion efforts through counseling businesses on the exporting process and conducting trade education and community outreach.

Bryan Neff advises owners and executives of privately owned companies and private equity investors through his consulting services company, Lever Performance Group. With experience spanning roles as traditional CFO, President of several companies and divisions, an instrumental team member of a successful Private Equity investor, and a founder of his own business, he has a unique combination of hands-on operating experience, as well as strategic development and private equity investment. Bryan is a valuable resource to owners of privately held companies, their strategic stakeholders, and their equity partners.

Phoenix, Az, Us

Equity Partner, Chief Financial Officer, Board Member, Corp. Treasurer & Secretary THE LARGEST PUBLIC MEDIA SPONSORSHIP SALES FORCE IN THE U.S. BACKED BY INDUSTRY-LEADING SUPPORT AND SYSTEMS.Along with Market Enginuity and Soundrise sales professionals, our team of industry-leading management, marketing, talent development, systems and digital strategy specialists define and institute a standard of excellence in corporate support. We facilitate and extend key learning across sales teams at our public media and Podcast clients countrywide.Here, I took the helm of financial, legal, and risk operations for a renowned national media sponsorship and ad sales firm, mastering the intricate art of forecasting and reporting across 20 distinct units. My tenure was defined by a relentless commitment to compliance across 35 states, upholding the highest standards of regulatory and operational excellence. I nurtured and maintained pivotal professional partnerships spanning banking, legal, accounting, and risk management, ensuring a robust foundation for our firm's ambitious endeavors and steadfast stability. -Led the conversion & implementation of the Sage Intacct accounting system.-Collaborated with Partners, Board, and Leadership on all corporate governance matters and Executive Leadership meetings. -Served as fiduciary and member of 401k Committee, overseeing annual audits, investment strategies, and compliance obligations. -Orchestrated corporate reorganization, leading to successful shareholder monetization and spinoff of a Podcast Industry Business Unit into a separate company. -Cap Table management, including the creation and implementation of an Employee Stock Option Plan and overseeing annual business valuation reports. -Directed cash management strategies, ensuring liquidity and financial stability while maximizing returns. -Collaborated with executive leadership to provide financial insights, influencing key strategic decisions.

New York, Ny, Us

StartUp Health is a global platform enabling entrepreneurs grow successful sustainable companies in Digital Health. StartUp Health helps its 500+ Companies from 30+ countries navigate the unique challenges of building sustainable growth businesses. Inspiration, Education, and AccessStartUp Health is based on a simple premise: the best way to improve healthcare in America is to provide health and wellness entrepreneurs with inspiration, education, and access to customers, capital, and other critical resources so startups can innovate more quickly and build new solutions that will improve care and reduce healthcare costs.In this role, I managed the financial operations with a vigilant eye, advising on an equity portfolio tailored for the burgeoning digital health sector. I adeptly applied GAAP and Fund Accounting principles to support the rapid growth of our digital health platform, while crafting strategic financial plans pivotal for our Health-tech startups' expansion. My commitment to ensuring compliance with financial regulations and employing sophisticated financial modeling was central to guiding the company's strategic decisions, ensuring a path of multi-step collaboration strategy to accelerate the commercialization and scaling of transformative health innovations. - Conducted comprehensive financial analysis, identifying trends and opportunities to optimize returns on the equity portfolio. - Managed budgeting processes, ensuring alignment with strategic goals and maintaining fiscal responsibility. - Led financial risk assessment, implementing mitigation strategies to protect the company's assets and equity portfolio. - Streamlined financial systems and processes to enhance efficiency, accuracy, and transparency in financial reporting. - Fostered relationships with investors, maintaining clear communications regarding financial performance and strategic direction.

Flagstaff, Arizona, Us

Managed financial operations, human resources & information technology for pre-revenue electric motor/generator development Company. Executive Leadership Team with President, Chairman, & Board of Directors setting strategy and raising capital.Here, I spearheaded the financial, HR, and IT operations for an innovative electric motor/generator startup, where my leadership was instrumental in driving team development and seamlessly integrating the ERP system, EPICOR. I laid the financial bedrock, establishing the company's inaugural budget and management reporting system, and took charge of financial reporting, banking, treasury, and risk management with a deft hand. Beyond the numbers, I guided HR, IT, web presence, and business communications, creating a cohesive and efficient operational framework essential for our rapid growth and technological breakthroughs. - Played a pivotal role in the successful completion of a private placement memorandum, leading to the formation of $18m in Angel and Industrial equity. - Engaged with Board in all meetings and took charge of the formation and management of the Board's Compensation Committee.

Scottsdale, Arizona, Us

The world's premier collector car auction and lifestyle events Company.In this position, I streamlined financial and HR operations by implementing comprehensive budgeting and reporting systems, which significantly bolstered risk management and refined HR procedures. This strategic overhaul not only cut costs but also enhanced employee benefits. I took the lead in recruiting and directing an HR team that successfully updated the employee handbook, thereby minimizing legal exposure. My focus on improving supplier contract adherence paid off by reducing risk and lowering insurance costs. By implementing General Ledger reporting, profitability analysis, and cost accounting, I fostered a culture of data-driven decision-making that permeated multiple organizational levels, promoting transparency and accountability. - Facilitated a high-value private equity transaction, enabling a family-owned business to realize significant liquidity while retaining a controlling stake. - Revitalized Accounting and HR Departments by leveraging leadership skills to upgrade personnel and implement efficient process documentation, fostering interdepartmental harmony and reducing risk. - Elevated Investor Scorecard Rank from lowest to highest through comprehensive reports, real-time KPI reports, and accurate financial forecasting, thus enhancing investor confidence. - Led banking and treasury management functions involving over $100 million, building strong financial relationships and ensuring secure handling of significant funds. - Introduced enhanced Payroll Cost Accounting and HR Benefits Packages, reducing payroll and workers' compensation costs by 40%. - Conducted the company's first audit by an independent CPA firm, resulting in consecutive clean Auditor's Opinion Letters and timely tax return filings. - Championed Corporate Risk Management, analyzing business risks, reassessing insurance coverages, and reducing insurance premiums by 30% with improved coverage.

Here I founded a home respiratory care company. The dynamic startup business assisted physicians with early intervention and treatment of patients with chronic respiratory illnesses. Bryan sold Physicians Respiratory in 2004 to Apria Healthcare, a publicly-traded, national provider of home healthcare services.

At Stone Investments, I experienced success in venture capital formation, business planning and hands-on management of rapidly growing companies as the financial point person for Dallas-based venture investment firm Stone Investments, Inc. My responsibilities included portfolio management and oversight, business development, due diligence and deal term negotiation.

Chandler, Arizona, Us

At Insight Enterprises, I was the Director of Finance for Direct Alliance Corporation, a wholly owned subsidiary of Insight, which operated 8 outsourcing businesses for major manufacturers in the personal computer industry including IBM and Samsung. Direct Alliance enabled some of the world's best-known hardware, software, and electronics manufacturers to expand market reach and increase revenue using Internet-based systems that allow customers to transact business in a collaborative e-commerce environment. Direct Alliance offered outsourced sales and account management services that helped the Fortune 500 efficiently serve small and midsize businesses. The business was successfully merged with TeleTech Holdings, a NASDAQ traded leading global business process outsourcing provider.

Worldwide, Oo

Bryan's financial career began in 1988 at renowned "Big 4" accounting firm Deloitte & Touche, where he served as an auditor and consultant. His work with the firm included posts in Tucson, Ariz., Los Angeles, Ca., and Paris, France.

Bachelor Of Science, Master Of Business Administration (Mba) Equivalent, Entrepreneurship

Bachelor'S Degree, Accounting And Entrepreneurship

General Studies Abroad