OUR TEAM

Jim Downes

Jim Downes

Founder & CEO

Mitch Federman

Mitch Federman

President

John Bradley

John Bradley

Chief Financial Officer

John Khamis

John Khamis

Chief Financial Officer

Ronny Angel

Chief Financial Officer

Matt McKane

Matt McKane

Director of Accounting Services

Kevin Bihan-Poudec

Director of Data Analysis

Nicholas Stewart

Director of Fulfillment

Roland Gilbert

Director of Sales & Business Development

Haley Stern

Director of Corporate Communications

Doug Poor

Doug Poor

Controller

Thuy Pham

Thuy Pham

Controller

Heather Thompson

Heather Thompson

Accounting Manager

Sydney Omar

Accounting Manager

Bruce Wu

Senior Accountant

Irving Hernandez

Senior Accountant

Michelle Nguyen

Senior Accountant

Anna Morrell

Anna Morrell

Accountant

Jon Pham

Accountant

Dahiana Aguero

Bookkeeper

Victoria Ramos

Executive Assistant

Valuation Planning

Blueprint CFO will work with executive leadership to determine shareholder value, and run various models to determine estimated company valuation. Together, we will determine milestone objectives to increase shareholder value and track company performance in relation to these targets. We will review your company’s organic and acquisition growth options to create shareholder value, and emphasize tax planning to optimize shareholder value upon a sale or purchase. We can also focus on Initial Public Offering (IPO) Planning and Readiness.

Analytics & Business Intelligence

We believe that being data-driven is key to profitability. As such, we can help you create meaningful dashboards and scorecards for your business, analyzing performance against key performance indicators and other factors. Our profitability reporting and analysis tools will help drive business decision-making and provide insights into trends, predictions, results, and potential strategic direction moving forward.

Goal Setting & Tracking

Our team can partner with company leadership to establish goals and objectives for the company, for both the short and long term. Additionally, we will help leaders develop meaningful Key Performance Indicators (KPIs) to track and measure results.

Insurance & Tax Planning

Blueprint CFO can work with businesses to review insurance needs and requirements, as well as plan for taxes and R&D credits.

Human Resources

We can assist your HR department with employee benefits planning, and can also perform compensation studies to ensure best practices are implemented across the business.

Accounting & Finance Support

Whether you have an internal team in place or need more hands-on assistance, Blueprint CFO can oversee and advise your accounting and finance department. From preparing general ledger transaction entries to completing month-end closes, forecasting to crafting financial statements, developing customized reporting packages to implementing more effective software, Blueprint CFO can bring you everything from a supportive junior or senior accounting team, all the way to high-level strategic CFO consulting.

Mergers & Acquisitions

Blueprint CFO can partner with company leadership to improve strategic business plans and assist with the development of organizational growth strategy. We can also create financial reporting packages and proformas for capital raises, investments, acquisitions and/or banking requirements, and provide due diligence on company-focused deals.

Financial Planning

We can prepare, create and/or review financial statements. This includes providing trend analysis, developing cash flow projections, and tracking operational and financial performance, with insight into budget and forecast variances.

Banking Services

Our team can help your company to establish high-level banking relationships, and offer expert advice and support when it comes to sourcing bank loans, etc. Additionally, we can review and determine the optimal capital structure for refinancing or a liquidity event.

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