Consulting Cfo
CurrentProviding accounting, reporting, modeling and analytical support at the Dasein fund and portfolio company level.
Dec 2023 - Present
AeroLeads people directory · profile
Charles Jordan Email & Phone Number
CFO | Venture Capital and Private Equity | Scaling for Growth | CPA
at
Dasein Capital
2 work emails found
@adtheorent.com
6 phones found area 646 and 917
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
CFO | Venture Capital and Private Equity | Scaling for Growth | CPA
Location
Hoboken, New Jersey, United States
Who is Charles Jordan? Overview
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Quick answer
Charles Jordan is listed as CFO | Venture Capital and Private Equity | Scaling for Growth | CPA at Dasein Capital, based in Hoboken, New Jersey, United States. AeroLeads shows a work email signal at adtheorent.com, phone signal with area code 646, 917, and a matched LinkedIn profile for Charles Jordan.
Charles Jordan previously worked as Consulting CFO at Dasein Capital and CFO at Adtheorent. Charles Jordan holds Master Of Business Administration (M.B.A.), Finance from Penn State Smeal Mba Program.
Company email context
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{first}@adtheorent.com
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AeroLeads found 2 current-domain work email signals for Charles Jordan. Compare company email patterns before reaching out.
Profile bio
About Charles Jordan
Versatile finance executive with broad finance and operations leadership experience in privately held, venture capital, PE-backed, and publicly held businesses ranging from start-up to $600M+ in revenue. Industries include: Technology (AI, Machine Learning, SaaS) and Financial Services (Insurance, Securities). Focused on process design, management, and reporting to improve decision-making and achieve organizational goals. • Facilitated five acquisitions, including business integration. Led finance team in private to public offering, including supporting the CEO in a $121 million funding raise.• Scaled and/or built four finance functions. Increased finance team capacity by 50%.• Instituted processes, metrics and financial discipline that successfully identified and mitigated business risk, while supporting 3x increase in business revenue.• Built and led high performing, collaborative teams of up to two dozen finance professionals. Known for attracting top performers, high retention, and staff development. CPA (NY), MBA (Finance)
Listed skills include Financial Analysis, Financial Reporting, Financial Modeling, Mergers And Acquisitions, and 30 others.
Current workplace
Charles Jordan's current company
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10 roles · 38 years
Charles Jordan work experience
A career timeline built from the work history available for this profile.
Cfo
2020 - 2023
~3 yrs
Senior Vice President Of Finance
Oversee all accounting, financial modeling, planning and analysis, cash and debt management, tax compliance, internal management and external financial reporting, including SEC forms 10K and 10Q. Prepare, present and discuss financial results and projections at quarterly board meetings. Led the finance team and supported the CEO in the December, 2021 business combination with a SPAC, including raising PIPE funding. Presented financials in virtual road show, investor, and analyst meetings. Support the CEO in annual and quarterly earnings calls and ad-hoc analyst meetings.
2017 - 2020
~3 yrs
Vice President Of Finance, Controller - Sr. Consultant
Co-founder of Braxton Finance, a boutique provider of outsourced CFO, controller, and consulting services. Braxton merged with Application Consulting Group. Representative consulting projects include: Vice President - Finance, AdTheorent Inc. (2015 - 2017)Joined AdTheorent on a full-time basis as SVP Finance in 2017.Chief Financial Officer, Untapt Inc. (2014 - 2017)Founded in 2013, Untapt is a SaaS-based recruiting company that applies AI and Deep Learning to the recruiting process to optimize the fit between candidates and roles. Senior Consultant, Geller & Co (2013)Provided post-reorganization financial modeling, reporting, and analytical support to the Market Data business unit of a Geller client in the global news and financial information businesses. Other:Provided modeling and scenario analyses for network security and situational awareness firm.Developed and presented Cognos CAFE training materials to the Market Access and Analytics department of a global pharmaceutical firm.
2012 - 2017
~5 yrs
Senior Vice President, Finance; Head, Ny Financial Operations
Led accounting operations, analysis, and reporting for the company's broker-dealer, trading technology, software (SaaS), and professional services lines of business. Managed during a period of significant growth. Restructured the NY finance function from four stand-alone controller groups to a shared services structure. Reduced the close cycle by 5 days. Integrated 5 acquisitions into the existing reporting structure. Directed a 22-person team. Coordinated Boston, Chicago, and New York finance teams.
2008 - 2012
~4 yrs
Research Business Unit Controller
Provided primary financial and operational support to the C-level executives of the Commission Management Software, Equity Research Consulting, and Soft Dollar broker-dealer businesses. Combined Revenues were $200 million. Responsibilities expanded to include the NY Financial Operations function in 2008.
2006 - 2012
~6 yrs
Consolidated Reporting Team Controller (2007 - 2008)
Managed monthly preparation, analysis, and presentation of parent company legal entity and corporate consolidated results. Directed the corporate general and administrative expense budgeting process. Managed the accounts payable function.
2007 - 2008
~1 yr
Member Of Management (Vice President), Financial Planning And Analysis
Led the division implementation of a Stern Stewart EVA (Economic Value Added) planning model, including user education. Served as EVA forecasting process owner, division subject matter resource, and liaison with the Zurich-based corporate reporting team.
2003 - 2006
~3 yrs
Vice President And Corporate Controller
Founded in 1999 by eight global banks, Identrust developed a global platform to manage B2B e-commerce identity authentication risks using PKI technology. Established and managed all corporate accounting, month-end close, reporting, planning, financial modeling, contracts, and vendor management processes. Devised and prepared management and board reporting packages, which included GAAP and non-GAAP results, commentary, and KPI dashboards.Managed the external audit, prepared audited financial statements. Maintained LLC capital accounts, assisted tax advisors with schedule K-1 preparation. Managed the GL conversion from QuickBooks to Epicor/Frx.
2000 - 2003
~3 yrs
Avp Claims Financial Operations
Reliance National Insurance
Analyzed trends and resolved variances in MGA and TPA-reported financial data. Conducted operational audits and due diligence reviews of TPA’s and MGA’s. Prioritized, planned and coordinated the annual audit schedule, managed external consultants. Detected $1m+ fraud, provided federal law enforcement officials with prosecution evidence.Earlier career history - Staff Auditor with Reliance Insurance Group and Ernst & Young
1989 - 2000
~11 yrs
2 education records
Charles Jordan education
Master Of Business Administration (M.B.A.), Finance
Penn State Smeal Mba Program
Bachelor'S Degree, Accounting
Clarkson University
FAQ
Frequently asked questions about Charles Jordan
Quick answers generated from the profile data available on this page.
What company does Charles Jordan work for?
Charles Jordan works for Dasein Capital.
What is Charles Jordan's role at Dasein Capital?
Charles Jordan is listed as CFO | Venture Capital and Private Equity | Scaling for Growth | CPA at Dasein Capital.
What is Charles Jordan's email address?
AeroLeads has found 2 work email signals at @adtheorent.com for Charles Jordan at Dasein Capital.
What is Charles Jordan's phone number?
AeroLeads has found 6 phone signal(s) with area code 646, 917 for Charles Jordan at Dasein Capital.
Where is Charles Jordan based?
Charles Jordan is based in Hoboken, New Jersey, United States while working with Dasein Capital.
What companies has Charles Jordan worked for?
Charles Jordan has worked for Dasein Capital, Adtheorent, Application Consulting Group, Convergex Group, and Swiss Re.
How can I contact Charles Jordan?
You can use AeroLeads to view verified contact signals for Charles Jordan at Dasein Capital, including work email, phone, and LinkedIn data when available.
What schools did Charles Jordan attend?
Charles Jordan holds Master Of Business Administration (M.B.A.), Finance from Penn State Smeal Mba Program.
What skills is Charles Jordan known for?
Charles Jordan is listed with skills including Financial Analysis, Financial Reporting, Financial Modeling, Mergers And Acquisitions, Forecasting, Budgeting, Process Improvement, and Strategic Financial Planning.
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