Travis serves as a Partner in our CFO Advisory Services group. He is experienced with startup to mid-size companies involved in financial services, E-commerce, urban healthcare, hospitality, real estate and travel management. He currently provides SMB companies with strategic business and financial advice in addition to managing day to day controller/CFO activities. His prior CFO roles include 3 credit unions (including playing an instrumental role in a takeover), where he learned to manage and improve systems, people and processes in a heavily regulated environment.
Travis excels at traditional CFO responsibilities including leadership, FP&A, fundraising, and pre and post M&A activities including loan sales, debt restructurings, and systems/personnel integration. He is a growth-oriented leader with diverse industry experience and a proven track record of exceptional performance, focusing on financial management and including financial planning and analysis, financial reporting and transparency, strategic planning, budget, accounting, and risk management.
BS – Accounting – Binghamton University