Chad Barber, CFA, CPA — Managing Director, Finance, Strategy & Operations

Interim finance leadership for companies in transition.

I take the CFO or finance-leadership seat when a business is mid-transition — a leadership gap, a new private equity owner, an integration, an IPO — and leave the function stronger than I found it. 20+ years across finance, strategy and operations, having contributed to $500M+ in cumulative EBITDA improvement across engagements.

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See the work

Engagements are typically 3-12 months, on-site or hybrid.

Chad Barber, CFA, CPA, Managing Director, Finance, Strategy and Operations at CDB Advisory Services

Five ways I am usually brought in.

Interim Finance Executive / CFO

The CFO, VP of Finance or Chief of Staff seat through a leadership gap or transition.

Value Creation & EBITDA

The value-creation PMO after a private equity investment, quantified initiative by initiative.

M&A & Post-Merger Integration

Day-1 readiness through full integration, with the governance to keep it on plan.

Strategy & Transformation

Market sizing through to deal economics, operating model and execution.

FP&A & Corporate Finance

Budgeting, forecasting and reporting rebuilt on assessed process and systems.

Not sure which one?

Describe the situation and I will tell you which of these it is, or tell you it is not a fit.

Start there

Selected engagements

All 19 engagements

What colleagues say

Chad is a versatile, intelligent, analytical and driven leader who encourages organizations to create data-driven strategies and measurement frameworks to set stretch goals and then partners with them to achieve these goals. He possesses the ability to seamlessly integrate himself into various teams which enables him to be highly effective in cross-functional teams and organizations.

Dawn Perozzi
Strategic Leader

Chad worked for me in both a budgeting role and leading our investment group. Chad is an experienced professional with excellent and diverse financial and analytical skills. Chad is also an experienced manager who can leverage resources, both internal and external, to get the job done.

Alan Browdy
Vice President

Chad is a results-oriented leader that drives execution based upon dynamic and ever-changing business priorities. His overall impact to his clients is felt directly by the results he delivers on a consistent basis. He works very well with cross-functional teams, is not limited by stated goals, takes on responsibilities where he knows he can contribute positively. He is a great one to have in your corner when things get tough.

Jennifer K.
C-Level Operating Executive

As Senior Manager of Strategic Planning, Chad led numerous projects supporting the strategic development and diversification of a $12 billion business. In this capacity, Chad provided industry research, market trend analysis, and capability assessments for new and existing business segments, including the evaluation of potential acquisition targets from both economic and strategic perspectives.

Harry Spanos
Vice President

I have had the privilege of working with Chad on two large-scale business transformations of Fortune 500 companies. He possesses a great combination of intellectual talent with a very strong work ethic. As a CFA, CPA, and MBA his financial skills are top notch, but his desire to learn and his adaptability is what really sets him apart. I couldn’t recommend Chad any higher to any company in need of a bright, hard working powerhouse.

Adam Taylor
Hedge Fund Manager

Recognize your situation?

Thirty minutes, no cost. If I am not the right fit I will say so.

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