Kevin Connelly

A proven leader in scaling businesses through financial strategy, operational insight, and innovation.

With over twenty-five years of experience as a financial executive and CFO, Kevin specializes in solving complex business challenges by uncovering hard to see patterns, connecting dots across data, systems, and people, and building sustainable infrastructures that power long-term growth. From high-growth startups to Fortune 500 M&A integrations, he streamlines complexity into clear, actionable strategies.

His unique value lies in blending technical expertise with creativity— developing innovative financial models, facilitating mindset shifts that unlock potential, and architecting streamlined systems that optimize efficiency and profitability. Kevin has led IPOs, guided M&A integrations, launched patented financial products, and built accounting functions from scratch. Whether restructuring a manufacturing plant or designing a new investment structure, he aligns strategy with operations for transformative results.

He unlocks the power of data by connecting operational and financial KPIs to bridge functional perspectives, makes trends visible to leadership, and supports better decision-making. Incorporating AI-driven tools, he helps identify anomalies, generate insights, and improve forecasting accuracy to give companies a competitive edge.

Help Business Succeed

With years of successfully helping companies thrive through stages of growth, change, acquisition and integration, Kevin can help drive performance in these ways:

Build scalable finance and operations infrastructure to support growth.
Unlock actionable insights by integrating financial and operational data.
Improve profitability through strategic cost analysis and modeling.
Guide leadership with KPIs, dashboards, and AI-powered data analytics.
Structure financial strategies for capital raises, IPOs, and M&A events.
Align people, systems, and processes to accelerate performance.
Develop and integrate high-performing teams to drive sustainable results.

Professional Certifications

Certified Public Accountant (CPA), Maryland
Certified Valuation Analysts (CVA), National Association of Certified Valuation Analysts

Professional Experience

25+ years in finance, operations, and executive leadership
CFO and senior finance leader for companies across REITs, tech, biotech, healthcare, CPG, and manufacturing

Awards

Co-inventor of patented financial innovation (Residential Net Lease™ – US Patent No. 11,948,214 B1)

Education

James Madison University, Bachelor of Business Administration in Accounting

Industries

Technology (SaaS)
Biotechnology
Manufacturing
Healthcare
Real Estate Securities & REITs
Consumer Products & Manufacturing

AREAS OF EXPERTISE

Executive Financial Leadership

Financial Planning & Analysis

Financial Forecasting & Modeling

Public & Private Offerings/IPOs

KPIs, BI and Dashboards

Financial & Mgmt Reporting

Data Driven Decision Support

Strategic Planning & Execution

AI Powered Analysis

Audit Management

Investor Relations

Risk Mitigation & Management

Continuous Process Improvement

Operational Strategy

M&A and Integrations

ERP Implementations

Treasury Management

Spin-Offs and Divestitures

Talent Development/ Mentoring

Compliance

SEC Offering Docs and Reports

practical Experience, Impactful solutions

Scaling SaaS Software Company

Pre-IPO wireless tech firm | $1.7B+ capital raised| 9 acquisitions in 18 months

Built the finance team, implemented ERP systems, and led the integration of nine acquired companies, positioning the company to for rapid growth.

Financial Innovation for Real Estate

Residential Net Lease™ | Patent issued

Co-developed and launched a patented lease structure bringing net lease simplicity to the single-family rental market, leading to over 1,000 executed leases.

Strategic Manufacturing Restructure

Publicly traded company | 2-plant operation

Conceived and led execution of a strategy that cut product manufacturing costs by 40%, improving gross margins by $20M annually and driving profitability.

Turnaround Strategy

$20M contract manufacturing division

Designed and led strategic plan that reversed losses and returned business to profitability through restructuring and margin optimization.

IPO Execution & Readiness

Healthcare company | Multi-site expansion

Built finance and accounting infrastructure, completed audits for nine acquired sites, implemented multi-site ERP, and developed financial models and offering documents that enabled IPO success and rapid scale.

Roles Served

Chief Financial Officer – Oversaw finance, operations, legal, and administration for companies ranging from high-growth startups to Fortune 500 subsidiaries. Directed IPO preparation, M&A transactions, restructurings, and capital raises.
Investment Fund CFO – Created the financial, operational, and reporting infrastructure for a real estate investment fund, scaling from $10M to $350M AUM.
VP of Finance – Led strategic financial planning, budgeting, forecasting, and audit processes. Built scalable systems and teams to support multi-entity, multi-national operations.
Director of Finance & Accounting – Managed all accounting functions, implemented ERP systems, and developed financial reporting structures to support growth and investor requirements.
M&A Integration Lead – Directed financial due diligence, negotiated deal terms, and managed post-acquisition integration of teams, systems, and financial operations.
Business Unit Controller – Oversaw financial reporting, cost analysis, and capital project planning for multinational manufacturing and CPG business units.

“I help businesses unlock their full potential by bringing clarity to complexity—connecting people, systems, and strategy to drive smarter growth.” – Kevin Connelly

CFO Partner