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.

Tom Moore is a CFO Advisor at VertexCFO, serving as a fractional CFO. Throughout his career, He has specialized in advising private equity and corporate clients on strategic growth through integrated and operationalized mergers, acquisitions and divestitures. Tom’s background in consulting and in commercial banking translates to diverse expertise in operations, cross-border buy-side and sell-side transactions, financial analysis and due diligence, including quality of earnings, cash flow, working capital and purchase agreement review. Prior to joining VertexCFO, Tom served 18 years as a senior partner at EY in Strategy and Transactions. As a CFO Advisor, Tom works with VertexCFO clients to achieve competitive advantage by maximizing long-term value. He is adept at simplifying and solving multifaceted business issues. Tom earned his MBA at Northwestern University’s Kellogg School of Management and his B.S. in Accounting and Business Administration at the University of Kansas. He is licensed in Colorado as a CPA and is a member of the AICPA. Known for his calm and thoughtful approach, When not working, he enjoys traveling and seeking out new restaurants.

With nearly three decades of experience in financial, accounting and IT systems consulting for Fortune 1000 companies, Chris leads VertexCFO’s Technical Services Group, including design and implementation of client accounting and enterprise resource planning (ERP) solutions. With a primary focus on operating systems and process improvements, Chris helps clients understand their information system needs, and implements solutions that streamline processes and improve financial performance. Prior to consulting for 20+ years, Chris held full-time controller and auditor roles. Chris serves as treasurer and a board member for Outdoor Buddies, a nonprofit organization that takes disabled people on hunting and fishing trips. Chris enjoys skiing, hiking and biking in the Colorado mountains.

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.

Nicola serves as Controller, Advisory Services for VertexCFO clients. She has 16+ years of experience as a talented financial leader. She’s committed to developing robust standards, internal controls and processes and strives to keep company financial operations compliant, accurate and cost-effective. Nicola has expertise in budgeting, forecasting, project accounting and capital budgeting in both the public and private sectors. She had responsibility for all financial reporting, month-end reporting and analysis for programs in excess of $110 million for a subsidiary of PACCAR, a $23 billion Fortune 500 manufacturing company. She also gained valuable experience working in SOX compliance and SEC reporting, preparing forms 10-K and 10-Q. Nicola started her career at a public accounting firm, working for five years in auditing across many industries. Nicola received a B.B.A in Accounting at Gonzaga University in Spokane, Washington. In her spare time, Nicola enjoys spending time with her husband and two boys, gardening and especially loves living near the water and escaping to the islands of Puget Sound.

Carrie Williams is Controller of Advisory Services and serves in the capacity of a fractional Controller for VertexCFO clients. She has more than 12 years of experience in accounting, financial analysis, financial reporting and leading and mentoring cross-functional teams in the manufacturing, construction, sales, service and healthcare industries. Carrie collaborates with her clients to develop and implement process improvement programs and has experience with accounting system upgrades, project profitability, time tracking processes, ASC 606 accounting guidelines and sales and use tax compliance. Prior to joining VertexCFO, she was the Controller for Eaton Metal Products Company LLC, a private company with two parent companies, five subsidiaries and more than 200 employees. Her responsibilities included managing the accounting and HR teams. She was responsible for all the financial transactions of the company reporting to the President and CEO. Carrie also has five years of experience in the healthcare industry, as well as public accounting experience with an emphasis on tax services. She holds a BS degree in Public Accounting from Colorado Mesa University. She spends her spare time hiking, biking, and traveling with her family.

Matthew Zeeb is Controller, Advisory Services and serves in the capacity of a fractional Controller for VertexCFO clients. He has more than 15 years of experience in diverse accounting roles as a consultant in forensic accounting, data analytics and accounting for start-ups. He worked in forensic accounting for 10+ years resolving complex financial matters for clients. He gained valuable experience in financial modeling and managing large data sets using Excel and SQL databases. He thrives at building analytical tools and budget models, building processes, creating automated solutions and problem solving for clients. He relates to the entrepreneurial journey after creating and running a national PEO/Payroll company from 2018-2022, with 3,000+ employees across 170 companies. He was responsible for the accounting and finance activities to grow the company, including managing the tax management filings for 170 companies, developing client reporting, setting up internal financial statements and managing the growth of the company. Responsibilities included cash flow management, budgets and forecasting, P&L and balance sheet management, as well as establishing monthly closing processes and delivering accurate financial information. Matthew holds bachelor’s and master’s degrees in business, with an emphasis in accounting from the University of Colorado. In his spare time, Matthew enjoys camping, hiking and spending time outdoors with his family and friends, including hunting and off-roading.

Susan Bratschun is a Senior Accountant at VertexCFO with two decades of diverse experience in business and accounting, and is a seasoned professional known for her collaboration and relationship-building skills. In her role at VertexCFO, Susan supports controllers, CFOs and clients by performing monthly reconciliations, coordinating payroll details, managing bookkeeping responsibilities and assisting clients with daily transactional accounting duties. Prior to joining VertexCFO in 2023, Susan has served in accounting and finance roles with responsibility for daily accounting functions including reconciliation of bank accounts, posting to the general ledger, accounts payable and accounts receivable, and accruals in conformity with GAAP. She is experienced with monthly P&L, balance sheet and cash position reports. She also has extensive compliance experience and is a CPA (inactive). Susan holds BS degrees in both accounting and political science from Spring Hill College in Mobile, AL, and has a Juris Doctorate degree from Loyola University Chicago School of Law. In her spare time, Susan enjoys playing tennis, skiing, biking (mountain and road) and travelling with her husband to visit family. She has three grown daughters and a dog, Growler.