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.

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.

Pamela Moulton is Controller, Advisory Services and serves in the capacity of a fractional Controller for VertexCFO clients. She has more than 20 years of experience in accounting, preparing and interpreting financial statements and instituting best-in-class finance functions in fast-paced, dynamic environments. Pamela is a trusted advisor, who has developed expertise in GAAP & IFRS, financing strategy, risk mitigation, corporate accounting, treasury functions, budgets/forecasting, P&L, balance sheet reconciliation, variance analysis, people management, process improvements, M&A transactions, tax estimates, and revenue recognition. Her experience includes directing, administering, and optimizing all financial and accounting functions, including accounts payable, accounts receivable, general ledger, payroll, quarterly/annual audits, fiscal controls, cash management, forecasting, month-end closing procedures and intercompany budget process with revenues ranging from $5MM for single entities to $400MM for 10 unique entities.

Dana White is serves in the capacity of a fractional Controller for VertexCFO clients. She has more than 20 years of experience in finance, process improvement and project management in the retail, SaaS, manufacturing, CPG, e-commerce, utilities, biotech, government and non-profit industries. An experienced outsourced Controller, she has supported growing organizations in end-to-end accounting, audit, payroll and HR services. She learned her client’s businesses and optimized their accounting workflows, created strategic multi-year plans supported by robust budgets, cash flow forecasts, equity analysis for Seed, Series A and Series B funding and revenue recognition. As Director of Finance at Velo Operating, a $45M retail company, she oversaw the financial operations and financial planning of the company and assisted with the acquisition and merging of three companies. The acquisition and integration included due diligence, Quality of Earnings and an audit for the entities. Dana was integral to consolidating the acquired companies onto the NetSuite accounting platform. Previous roles included serving as a Controller for a $40M aerospace engineering and audit consulting work with KPMG. Dana holds a BS degree in business administration and accounting, and an MBA from Colorado State University. She is a Certified Public Accountant (inactive) and holds a Certified Fraud Examiners License (CFE). Dana enjoys the mountains, the four seasons and everything else Colorado has to offer, but the best part is sharing it all with her son.

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.

Katie Policaro has two decades of diverse experience in the accounting field. In her role at VertexCFO, Katie supports controllers, directors and clients by performing monthly reconciliations, coordinating payroll details, managing bookkeeping responsibilities and assisting clients with daily transactional accounting duties. Katie has a detail-oriented style with an outgoing personality, and she enjoys teaming with her clients to improve their accounting processes and meet their strategic operational goals. She is a seasoned professional at managing QuickBooks for small- to mid-sized companies, as well as understanding taxation policies including payroll, sales and property taxes. She frequently prepares clients’ sales analyses, P/L and balance sheet statements. A Pittsburgh, Pennsylvania native, Katie enjoys spending time with her husband and two children, and enjoys skiing, yoga, tennis and live music.