The founder and CEO of Your Outsourced CFO, Jeff Bruno, has over twenty years of experience in financial and operating strategy. He holds a Bachelor’s Degree from The George Washington University and a Master’s Degree in International Business Administration the Fox School of Business at Temple University. He started his career in the retail brokerage world at Prudential Securities before several stints in the start-up or small business space before his current role as CEO.
While CFO at a $13M furniture dealer network based out of three cities, Jeff realized there was a missing piece in the SMB marketplace for effective delivery of a “lean” and “low cost” method of delivering financial clarity for the SMB marketplace allowing for effective planning and decision making for growth acceleration. In 2013, he founded YOCFO with the goal of delivering this expertise to the underserved market.
Throughout these last 15 years Jeff has been involved in negotiating with many financial institutions to help businesses reorganize their financing structures, managing strategic positioning for a sale/merger or buying opportunity, identifying key performance metrics helping companies allocate capital in the right sectors or channels, assisting with multi-year rolling projection cashflow models, while bringing a sense of confidence and experience to all the owners he worked with.
It is this experience and drive that embodies the culture present at Your Outsourced CFO not only for his employees, but for their clients.
Jeff has a great family with a beautiful wife and three amazing kids. While, not focusing on growing YOCFO, Jeff loves dinner out with his wife, Axis & Allies board game with his son and drawing contests with his two younger daughters.
The modern CFO is even more critical to manage the intersection of financial strategic planning and growth milestones for a small to medium-sized business. Jeff’s first-hand experiences as a leading figure in a multi-million-dollar acquisition of a two-store furniture dealer network in NYC in 2010, as the Finance & Business Development Manager for two smaller companies, and as a Financial Advisor at Wells Fargo have helped to give Jeff a clear understanding of how to manage people’s expectations and many of the financial and operational hoops that small businesses must jump through to achieve growth in their competitive markets.
Jeff’s continued support of many industry-diverse clients as founder of Your Outsourced CFO renders him as a leading expert in the field of small business management. Jeff brings not only impressive credentials, but a working knowledge of the intricacies of the small business world, helping to drive financial creativity, planning, empowerment, and proactive process management to the small to medium-sized business market. Jeff holds a Bachelor’s Degree from The George Washington University and a Master’s Degree in International Business Administration from the Fox School of Business at Temple University.
Julian joined the team in late 2017. Julian holds a Bachelor’s Degree from Ursinus College and earned an MBA from the Darden School of Business at the University of Virginia. Julian has a background in pharmaceutical operations, management consulting, and he also co-founded a small business.
Julian worked as an Operations Manager at Merck leading a team of 10 individuals analyzing workflow and procedures and the direct processing of materials. After several years at Merck, Julian moved into the consulting field, first as an independent consultant. Julian gained experience developing a turnaround plan to help stabilize a small business by analyzing financial statements and presenting findings to the owners of the business and modeling financial restructuring options as well as developing and initiating a debt restructuring plan.
During his time at the Darden School, Julian co-founded a small business. Julian gained practical insights into the challenges of running your own business and what CEOs face daily. He spent time designing and presenting investor pitches to potential strategic partners. From his MBA, Julian transitioned into a management consulting role at a respected firm near Philadelphia. In this role, Julian honed his financial analysis skills by supporting a major cost reduction PMO for a specialty pharmaceutical company, providing ad hoc financial analysis, spreadsheet modeling, and project management responsibilities. Through Julian’s extensive consulting experience helping businesses through his financial expertise and his experience running his own small business, Julian is equipped with the necessary tools to help our clients work through any problem.
Fred Hosaisy is an experienced executive in leadership positions with SMB and VC companies across variety of industries and disciplines.
His recent role, before joining the YOCFO team, was as the operating partner for Smart T Ventures and general partner of the SmartInvest Ventures fund where he oversaw global investments and managed deal flow.
He has facilitated multiple company start-ups and exits in the US and abroad. He is the former CEO of a successful national e-commerce enterprise (CFL), a director of operations of a global corporate law firm (Nelson, Levine, Delucca and Hamilton), CFO/VP for Hotwire Communications, and a director at the Fox Chase Cancer Center in Philadelphia where he also held the position of managing director of the International Scientific Collaboration program. Fred graduated as Valedictorian from the Temple University Fox School of Business with a Bachelor of Science degree in finance and accounting , and completed a Wharton executive education program in corporate finance. Fred also graduated from the Israeli IDF Command Academy, Israel’s West Point equivalent, and is the recipient of the Israeli Army Medal of War.
Tim Jivaranuntakul joins our team as an outsourced CFO and the Digital Transformation Lead, with broad experience and an extensive background in financial management, business operations, and corporate M&A.
Most recently, Tim directed Global M&A Finance at Accenture Operations, successfully integrating 12 strategic acquisitions operating in 20 countries and delivering multi-million-dollar synergies from the portfolio companies of different industries and business models. Prior to his role in M&A, Tim was the Finance Lead of Accenture Service Delivery Network in North America and Latin America where he oversaw a large finance and operations team and a $700 million budget. In addition to managing large, multinational operations, Tim has headed finance functions at several small businesses in USA, Canada, and several countries in Europe and Asia where he helped C-suite and senior business leadership teams scale up operations and expand top-line growth. Tim has also facilitated several high-profile strategic initiatives at Fortune 500 companies, including subsidiary company startup, ERP software development, financial/operating model transformation, company-wide cost reduction, and several course-correction projects. His industry experience and practices include business services, software and technology services, financial services, life sciences, retailing, utilities, management consulting, F&A and procurement outsourcing, call center, and multiple as-a-service offerings (e.g. SaaS, PaaS, and BPaaS). Tim holds an MBA in Finance from the University of Texas at Arlington and has undergraduate degree in Finance and Banking from Thammasat University in Bangkok, Thailand.
Andrea comes to Your Outsourced CFO with over seven years of experience as a financial analyst. Her experience is varied in the types of roles she has taken and her pursuit of higher-level education. Andrea began her career, after receiving a Bachelor’s of Science in Accounting and Finance from the University of South Carolina, as a Financial Management Analyst for the Department of the Navy. In this role she mainly concentrated on supply chain accounting. Thereafter, she switched industries to banking, working as a Senior Pricing Analyst for BNY Mellon. Andrea then decided to go back to school, earning an MBA and Masters of Science in Finance from the LeBow College of Business at Drexel University. In addition, she has completed her Project Management Professional Certification. Most recently, Andrea has worked with a local micro-lending nonprofit, assisting micro entrepreneurs as they put together their business plans required for small business loans. In this role, she has been instrumental in helping these small businesses create short-term financial projections and strategic plans.
Rose joined the YOCFO team as a Financial Associate in May 2019 after completing her Global MBA program at Temple University’s Fox School of Business. Rose received a Bachelor of Science in Chemical Engineering from Lehigh University in 2012 and began her career as a Support Engineer at PPL in Allentown, PA. There she specialized in process efficiency and optimization, including a position managing the oil department’s finances and operations. Rose moved on to PSEG, a power company headquartered in Newark, NJ, where she served as a Project Engineer. While there, she completed her Project Management Professional (PMP) Certification. Despite enjoying the project management side of the business, she decided to pivot her career into a more finance-focused field. While earning her MBA she interned with YOCFO in her final MBA program year. Intrigued by small & medium sized business finance and strategy, she decided to join the team full time. Bringing a wide range of industry and project experience to the table, Rose will prove to be a long term asset to the YOCFO team.
Rich’s background of 30+ years conceiving, building, and managing profitable small and mid-sized businesses lends a strategic impact and experience-base to our team and in the development of strategies for growth for our clients. Additionally, his attitude and love for mentorship has permeated the organization as a modus operandi for how we forge relationships with our clients.
Rich’s work during his career has exclusively focused on small, entrepreneurial businesses, having no traditional corporate experience. With this mindset, his love for mentoring entrepreneurs, and his passion for the benefits of the “how to” of strategy, business operations, sales and profitability, he has worked to ready Your Outsourced CFO for expansion and growth. Over his career, he has consulted with software companies, B2B Equipment Leasing Companies, Value Added Farming Operations, Restaurant Chefs and various Artisans producing custom and handcrafted products – as well as music - for the public. Rich enabled an automotive industry-tech-point of sale company to increase gross revenue by 20% over a 3-year engagement by overhauling their financial processes and their marketing program. Rich provided a complete turnaround plan for a commercial construction company with an internal organizational revamp, a financial process and controls reorganization, and a recapitalization plan. Most recently Rich has benefited a startup gluten-free bakery with rebranding to penetrate the food service and private label market, evaluating large-scale partnership opportunities, and designing the strategy and execution of an Intellectual Property Process Patent initiative.
His interest is in understanding the unique issues facing the small and mid-sized businessperson – and giving them the necessary tools for revenue growth, profitability and success along with realizing their “vision”. With this “vision” and his dedication to help businesses understand their “why” in mind, Rich has helped enact positive change and develop effective growth strategies for our clients.
Advisory Board Member
Jeff Danziger was the first Your Outsourced CFO employee, hired in 2014 after graduating from LeBow College of Business at Drexel University with a Bachelor of Science in Business. Jeff has since played a critical role in helping to expand the brand and client base and was appointed - in January of 2020 - Director of Finance for Houwzer, a modern real estate agency disrupting the traditional, commission based real estate brokerage model with a combination of salaried brokers, on-line tools and a full service customer experience, while reducing the fees of a typical real estate sale transaction.
Jeff will continue to provide YOCFO with the strategic clarity he brought to his position as we continue to grow and expand within the Mid-Atlantic region.