Daniel Lindsay

I’m a strategic finance leader building financial discipline within high-growth organizations, with 20+ years of experience across enterprise budgeting, forecasting, consolidation, financial modeling, and board-level reporting. As Chief Financial Officer at AXEL, I built and led the finance function, hiring and mentoring a 10-person FP&A and accounting team within 12 months and establishing SLAs and best practices for month-end close and board reporting cadence.

I serve as the primary financial liaison to the Board of Directors, preparing board decks and advising strategic decisions. I’ve partnered with engineering, QA, and sales leadership to model and launch new pricing structures, increasing ACV by 30% while optimizing CAC, and scaled SaaS platform adoption 600% to 300,000+ active users over two years. I also defined and executed the company’s analytics framework—building Tableau dashboards and a Power BI reporting suite for liquidity, P&L, and KPI trends—while instituting internal controls that resulted in clean audit opinions with zero material weaknesses.

Before AXEL, I was a Managing Director at Prater Capital, a Registered Investment Advisor, tailoring investment portfolios for high-net-worth clients and driving 15% growth in assets under management within the first year. I constructed and rebalanced diversified portfolios across equities, fixed income, and alternative investments, built automated Excel and SQL models for monthly performance tracking, and translated complex analysis into executive-level recommendations and reforecast scenarios that improved returns by 7%.