Chief Financial Officer
Current
2022 - Present
~4 yrs 4 mos
AeroLeads people directory · profile
Justin Shepard Email & Phone Number
Transformational Chief Financial Officer - SaaS, Software, and Technology
at
Claravine
1 work email found
@retroficiency.com
5 phones found area 617 and 877
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Transformational Chief Financial Officer - SaaS, Software, and Technology
Location
Greater Boston, United States, United States
Who is Justin Shepard? Overview
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Quick answer
Justin Shepard is listed as Transformational Chief Financial Officer - SaaS, Software, and Technology at Claravine, based in Greater Boston, United States, United States. AeroLeads shows a work email signal at retroficiency.com, phone signal with area code 617, 877, and a matched LinkedIn profile for Justin Shepard.
Justin Shepard previously worked as Chief Financial Officer at Claravine and Founder - Acting and Fractional Chief Financial Officer at Invictus Consulting Group. Justin Shepard holds Master Of Science - Ms, Accounting from Babson F.W. Olin Graduate School Of Business.
Company email context
Email format at Claravine
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{first}.{last}@retroficiency.com
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AeroLeads found 1 current-domain work email signal for Justin Shepard. Compare company email patterns before reaching out.
Profile bio
About Justin Shepard
An exceptional history of achievement in the governance of corporate financial operations for companies ranging from startups (bootstrapped, VC, and growth equity) to mid-market private equity, with a consistent history of driving top line growth initiatives, increasing profitability, and improving compliance while significantly reducing costs, mitigating risk, and producing best-in-class financial organizations. Strategic partner and trusted advisor to CEOs, boards, and management teams with significant experience with top-tier VC and PE sponsors.Experienced at leading M&A initiatives ($100M+ of total enterprise value as an operator), facilitating product commercialization strategies, negotiating critical credit facilities, leading equity fundraising, and managing human resources, legal, corporate development, logistics, and procurement functions. Background includes establishing and directing subsidiaries in the US, Canada, UK, Australia, and India. Excel at constructing and leading top-performing teams, identifying and eliminating legacy issues, and building effective infrastructures to enable sustainable growth.
Listed skills include Financial Reporting, Financial Analysis, Due Diligence, Financial Modeling, and 24 others.
Current workplace
Justin Shepard's current company
Company context helps verify the profile and gives searchers a useful next step.
9 roles · 19 years
Justin Shepard work experience
A career timeline built from the work history available for this profile.
Founder - Acting And Fractional Chief Financial Officer
CurrentEstablished a boutique consulting firm specializing in financial, strategic, and operational services for private equity-backed and venture capital-backed enterprises in the SaaS and Life Sciences industries. Operating as a fractional CFO to support executive teams with strategic decision making, organizational design, and fundraising efforts.
2020 - Present
~6 yrs 4 mos
Chief Financial Officer
Responsible for scaling the finance, accounting, human resources, and legal functions of an adtech / media network.
2022 - 2022
Chief Financial Officer
Responsible for the operating cadence of the business and oversaw the finance, accounting, human resources, legal, supply chain, and operations functions of a fast growing gov-tech company in a heavily regulated industry. Partnered with CEO and Board to deliver on strategic initiatives including new product commercialization (SaaS, service, and hardware.
2021 - 2022
~1 yr
Chief Financial Officer
- Oversaw the finance, administrative, legal, and equity operations for a large private equity-backed (AEA Investors) tech-enabled services and SaaS provider to the digital marketing industry managing annual media spends.
- Promoted rapidly from Vice President of Finance to Executive Vice President of Finance, and then to CFO, taking on capital structure, legal, accounting, and treasury functions in the process.
- Spearheaded the financial and operational due diligence and integration for 4 M&A transactions.
- Lowered operational spend through restructuring initiatives and vendor negotiations.
- Improved efficiency by implementing NetSuite, Salesforce, Adaptive Insights, and other enterprise tools.
2014 - 2020
~6 yrs
Director Of Finance (Head Of Finance)
Retroficiency
Managed financial, HR, legal, and administrative functions for venture-backed SaaS company. Partner to CEO and executive team. Held responsibility for measuring business performance, building operational infrastructure, and assisting with strategic planning and fundraising..
2013 - 2014
~1 yr
Transaction Services Manager / Senior Associate - Financial Due Diligence
Carried out complex financial and transactional services for clients of Big 4 accounting and advisory firm. Determined client needs, conducted due diligence, supervised project teams, and proposed recommendations regarding purchase and sale agreements, working capital closings, and pre/post-integration issues. Worked extensively with private equity firms.
2011 - 2013
~2 yrs
Senior Associate / Associate - Audit
2008 - 2011
~3 yrs
Financial Reporting Intern
2007 - 2007
3 education records
Justin Shepard education
Master Of Science - Ms, Accounting
Babson F.W. Olin Graduate School Of Business
Study Abroad, Business Administration
Qut (Queensland University Of Technology)
Bachelor Of Science - Bs, Business Administration
Stonehill College
FAQ
Frequently asked questions about Justin Shepard
Quick answers generated from the profile data available on this page.
What company does Justin Shepard work for?
Justin Shepard works for Claravine.
What is Justin Shepard's role at Claravine?
Justin Shepard is listed as Transformational Chief Financial Officer - SaaS, Software, and Technology at Claravine.
What is Justin Shepard's email address?
AeroLeads has found 1 work email signal at @retroficiency.com for Justin Shepard at Claravine.
What is Justin Shepard's phone number?
AeroLeads has found 5 phone signal(s) with area code 617, 877 for Justin Shepard at Claravine.
Where is Justin Shepard based?
Justin Shepard is based in Greater Boston, United States, United States while working with Claravine.
What companies has Justin Shepard worked for?
Justin Shepard has worked for Claravine, Invictus Consulting Group, Flytedesk, Clear Ballot Group, and Brand Networks.
How can I contact Justin Shepard?
You can use AeroLeads to view verified contact signals for Justin Shepard at Claravine, including work email, phone, and LinkedIn data when available.
What schools did Justin Shepard attend?
Justin Shepard holds Master Of Science - Ms, Accounting from Babson F.W. Olin Graduate School Of Business.
What skills is Justin Shepard known for?
Justin Shepard is listed with skills including Financial Reporting, Financial Analysis, Due Diligence, Financial Modeling, Internal Controls, Forecasting, Accounting, and Microsoft Excel.
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