May brought significant leadership changes, promotions, and strategic funding rounds within US finance departments, creating prime opportunities for accountancy firms and fintech providers to engage with influential CFOs and financial decision-makers.

New Finance Leaders Reviewing Suppliers

This month, influential finance leaders stepped into new roles and are actively reassessing financial strategies and vendor relationships. Key hires include:

• Outdoorsy: Jonathan Fan, Senior Vice President Finance
• HHM Hotels: Jeremiah Galvin, EVP & Chief Financial Officer
• FranklinCovey: Jessica Betjemann, Executive Vice President, Chief Financial Officer
• Bally’s Corporation: Mira Mircheva, Chief Financial Officer
• Mattel: Paul Ruh, Chief Financial Officer
• CCRM Fertility: Ryan Haggerty, Vice President Finance
• ShipBob: Adam Patnaude, Chief Financial Officer
• Warner Music Group: Armin Zerza, Chief Financial Officer
• Pape-Dawson: David Motarjeme, Chief Financial Officer
• Real Estate One: Jennifer Mazur, Chief Financial Officer
• Northwestern Mutual: Tony Ourada, Chief Financial Officer
• Enovis: Mike Russell, Vice President Finance
• Tropical Smoothie Cafe: Daniel Lee, Vice President of Finance
• Moelis & Company: Kevin Brant, Vice President - Financial Reporting & Analysis
• 24 Hour Fitness: JD Fielder, Vice President, Strategy & Corporate Finance

These new leaders are prime targets as they establish their strategies and reevaluate current financial partnerships.

Promotions Expanding Financial Influence

Significant finance promotions in May open doors to proactive engagement:

• Acadia Healthcare: Adam Cumbo, Operations Group CFO
• LifePoint Health: Ashley Ayers, VP, Financial Reporting
• ShelterLogic Group: Betsy Cowette, Vice President Finance
• Fortinet: Christiane Ohlgart, Chief Financial Officer
• Unity: Felipe Lopez, VP, Global Accounting Operations and Financial Reporting
• Target: Jesse Torgerson, VP - Merchandise Finance
• BlackGen Capital: Karla Gonzalez, VP of Finance
• Elev8 Health: Lauren Hodges, Chief Financial Officer
• bartaco: Levi Martin, Chief Financial and Strategy Officer
• Kline Galland: Sonja Berg, Chief Financial Officer

Promoted executives are now managing increased budgets and responsibilities, ideal for initiating new vendor relationships.

Notable Funding and Expansion Activity

Recent funding rounds and expansions provide ample opportunities for solution providers:

• Companies discussing new US office spaces: 464 actively seeking office solutions.
• US companies focused on international growth: 181 businesses looking for financial and operational tools to manage global expansion.
• Companies significantly increasing headcount: 420 expanding their financial and HR infrastructures.

These movements highlight businesses ready for substantial investments in new financial solutions.

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