Brian Medley is founder and principal of VertexCFO. A CFO with more than 25 years of experience in financial, accounting and operational services, Brian has an approachable style along with 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. 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 approach that clients connect with and value.

Kevin McMahon joined the company in 2019 bringing more than 25 years of experience in financial leadership — strategic planning, financial analysis, key metrics development, financial reporting process improvement, and M&A including post-deal integration. His career spans multiple industries, incorporating telecom, software, data management and retail companies. Kevin has a deep knowledge of finance for SaaS companies, with a proven track record of implementing strategic initiatives for profitability improvements. Kevin is married with 3 kids, enjoys road biking and has completed 10 Century rides in Colorado, supporting local charities. He enjoys cooking and spends vacation time in Europe where he can visit his family.

Sharon Bashaw Kirkendall serves as CFO, Advisor for VertexCFO clients. She has more than 20 years of experience in financial leadership and extensive expertise in financial analysis, GAAP financial reporting, forecasting, cash flow management, and collaborating with clients to achieve strategic goals for middle market companies. Sharon is passionate about building strong relationships with her clients to improve their financial and operational processes and meet their strategic goals. Her career spans multiple industries including technology, SaaS, health care, marketing and advertising, B2B distribution, real estate, and construction services. Prior to joining VertexCFO, she was the Controller for Health Inventures where she oversaw all corporate accounting functions. Sharon holds a B.S. degree in business administration and finance from California State University – Hayward’s School of Business and Economics. She enjoys spending time with her family, hiking, and is a self-proclaimed foodie who enjoys exploring new cuisine.

Jazmin Dukes is Controller, Advisory Services and serves in the capacity of a fractional Controller for VertexCFO clients. Jazmin thrives on helping business owners and management teams solve complex accounting issues and enjoys being a key accounting team member. She works with accounting teams to improve transactional processes and brings clarity to financial information. Her years of experience in accounting include overseeing payroll, accounts receivables, accounts payable, corporate bank accounts, tax filings, general ledger reconciliations, financial analysis and preparation of financial statements for small, middle-market and large corporations. In addition, she has been a business owner herself, and understands first-hand the challenges her clients face. She also served as a controller for Vivax Pros, a 40-million-dollar home improvement company, where she managed an eight-person accounting department, as well as daily bank deposits, an online banking portal, payroll, quarterly taxes and the preparation of financial statements. She holds a BS degree in business administration from the University of Phoenix. Additionally, she is a Certified Management Accountant, Certified Notary of Colorado and Certified Quickbooks ProAdvisor. Jazmin enjoys outdoor activities and running triathlons and half marathons in her spare time.

Karen Messler serves as a fractional Controller for VertexCFO clients. She has more than 30 years of experience as a finance executive in a variety of industries including Construction, SaaS, Healthcare Analytics, Private Equity, Real Estate, Commercial Development and Insurance. She develops strong client relationships and has a reputation for accuracy, attention to detail and making savvy financial management recommendations. She is experienced with GAAP accounting, financial statement presentation and developing KPIs. Prior to VertexCFO, she operated her own business, supporting operations and finance objectives for companies, including budgeting and forecasting, job-costing, payroll, AR and AP, financial statement preparation and operational fiscal analysis. She recommended financial strategies to increase gross margins, target specific market share and lower overall costs. Karen has successfully partnered with 3rd parties, including legal counsel, external auditors, and CPAs resulting in multi-million-dollar acquisitions, successful audits, and tax reviews. She holds a BA degree in accounting/finance and a master’s degree in administration and health service. Originally from Tulsa, she enjoys everything Colorado has to offer, especially skiing, biking and hiking.

Matt Vana is Controller of Advisory Services and serves in the capacity of a fractional Controller for VertexCFO clients. He has more than 15 years of experience driving end-to-end accounting and finance operations from infancy to successful progression through planning and informed decision-making across healthcare, insurance, and financial service sectors.

He is proficient in accounting, budgeting, managerial & GAAP reporting, and forecasting, financial modeling & pro forma development that supports his client’s strategic growth.

He holds a MS in Accountancy from The University of Akron, Akron, OH and a BS in Accounting & Finance from Hiram College, Hiram, OH.

Matt enjoys spending time with his wife and kids, coaching basketball and exploring the Charleston area through photography and running.

Dean Haas is a strategic finance leader with deep FP&A expertise across SaaS, healthcare, professional services, and more. He helps VertexCFO clients translate data into decisions; combining financial modeling and forecasting using VertexEDGE, an all-in-one financial reporting system, to help clients clearly see the data they need to drive growth and profitability.

He has led end-to-end FP&A processes including budgeting, scenario modeling, and month-end reporting for multi-industry clients. Dean is passionate about modernizing finance through automation, AI, and data tools, enabling faster, smarter decision-making.

McKenzie Morrison is a Staff Accountant at VertexCFO with 10+ years of experience managing accounting functions for diverse clients including SaaS, manufacturing, healthcare companies, consumer product goods and ecommerce. She quickly adapts to new technologies and places a priority on ensuring accuracy through utilizing best practices, diligence, and identifying areas for improvement. She’s known for her strong organizational and relationship-building skills. McKenzie served as an accounting manager for Edited Capital, formerly Stage Fund, a venture capital and private equity company that invests in early-stage technology companies. She gained valuable account management experience overseeing accounting for several portfolio companies, responsible for monthly financial reporting, cash flow projections and budgeting, accounts payable, accounts receivable, payroll, and sales and use tax filing. She excelled at communicating regularly with her client’s executive teams and stakeholders about financial status insights and recommendations. McKenzie enjoys the outdoors and spending time with her family and taking her dog, Cali, to the dog park and on fishing trips.