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.

Michael has more than 30 years of experience in business operations, capital raise, mergers and acquisitions, organizational structure and financial leadership. He is a dynamic business leader with extensive expertise in GAAP financial reporting, forecasting, financial presentations to key stakeholders, establishing company-wide KPI’s, managing investor relations, bank negotiations, contract compliance, and process improvement. His M&A experience includes performing strategic analysis of potential acquisitions, due diligence, proforma analysis, as well as negotiating with national Private Equity and Venture Capital firms to secure funding for acquisitions. Michael enjoys spending time with his wife and four children, hunting, skiing, playing golf and supporting numerous non-profit organizations. Michael holds an MBA, Master of Accounting and a B.S. in Political Science from the University of Colorado.

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.

Bob Cohen has three decades of strategic planning, financial analysis, reporting, operations, and M&A experience with various growth-oriented, mid-market companies. He has experience with professional services, construction, banking, and software industries. He served as COO/CFO for Campos EPC, LLC, a national oil and gas engineering and consulting firm, for eight years. He was instrumental in helping guide the company through 300 percent revenue growth and 44 percent EBITDA growth. Bob supervised HR, IT, Accounting, and Risk Management and had responsibility for facilities and sales offices in multiple states, managing bank relationships and negotiating agreements with Legal. In his spare time, Bob enjoys skiing, hiking, golf, and traveling.

Maya Chain has more than 15 years of diverse accounting and finance experience with a strong focus on middle market companies in finance, manufacturing, technology, healthcare and pharmaceutical industries. She is particularly strong with software implementation and applying accounting software to inventory control and management. Prior to joining VertexCFO in 2015, she served as vice president of finance for a promotional merchandising agency specializing in strategic global sourcing of manufactured items. She had oversight of financial reporting, budgeting and forecasting, and was responsible for helping the company with inventory control and inventory management. Maya has in-depth knowledge ofMicrosoft Dynamics GP (formerly called Microsoft Great Plains), SAP and cloud-based accounting software like Intacct and FreshBooks. A Colorado native, Maya enjoys spending time in the mountains with her family and skiing, hiking and biking.

Sharon Bashaw Kirkendall serves in the capacity of a outsourced Controller for VertexCFO clients. She has more than 17 years of experience in accounting, financial analysis, financial reporting and staff management for middle market companies in the healthcare, construction, housing and financial industries. Sharon is passionate about collaborating with her clients to improve their accounting processes, training staff on business operational process efficiencies and providing the level of support companies need to meet their financial and strategic goals. Sharon is passionate about kickboxing, is a “foodie” who enjoys exploring new cuisine and she loves spending time 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. Katiehas 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.

Jazmin Dukes 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 on being a key accounting team member. She enjoys working 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. Her experience also consists of creating and managing her own accounting private practice, which included accounting services and advising clients on GAAP financials and best business practices. Jazmin enjoys outdoor activities, including dirt bike riding, rock climbing, back country skiing and mountaineering. She’s passionate about helping victims of sexual assault and created a nonprofit, The Ember Thrive Project, that brings victims together to explore physical fitness activities as positive coping mechanisms.