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Justin Goldman

@justingoldman

Finance and FP&A leader at TEAM INC. who built an enterprise liquidity model and redesigned Board reporting.

At TEAM INC., I lead FP&A and deliver executive and Board-level reporting and analysis. I redesigned the monthly and quarterly Board reporting package to better communicate financial performance and strategic initiatives.

I built an enterprise liquidity model that brings together cross-departmental data to improve visibility into domestic and international cash positions, including funding and repatriation planning. I also created a weekly executive flash report consolidating key KPIs.

At PURIS CORP, I owned financial reporting to lenders, investors, and the Board, and created a 13-week cash forecast tool for executive cash management decisions. I helped identify $10M+ in annual savings opportunities through data-driven analytics and contributed to the implementation of Adaptive software.

At SEABURY CAPITAL, I led transaction execution across debt and equity raises and buy- and sell-side M&A engagements. I also led the formation of Zephyrus Aviation via a $415M equity raise and asset-backed securitization.

Experience

Work history, roles, and key accomplishments

Current

Vice President Finance / FP&A

Current

Team Inc.

Jan 2026 - Present (9 months)

Lead FP&A function, delivering executive and Board-level reporting and analysis. Redesigned monthly and quarterly Board reporting package and piloted AI tools to strengthen analysis.

FP&A Financial Reporting Forecasting OneStream AI Tools liquidity and risk modeling KPI Frameworks Executive Reporting

Vice President Finance / FP&A

Puris Corp

Apr 2021 - Dec 2025 (4 years 8 months)

Owned financial reporting to lenders, investors, and Board. Drove annual budgeting, created 13-week cash forecast tool, and identified $10M+ annual savings opportunities.

Financial Reporting Budgeting Cash Forecasting Pro Forma Tracking Covenant Calculations Adaptive Data Driven M&A Support

Sr. Vice President Investment & Merchant Banking

Seabury Capital

Sep 2011 - Mar 2021 (9 years 6 months)

Oversaw recruiting, staffing, and training for NYC-based investment banking team. Led transaction execution across the Southeast US, including debt/equity capital raises and M&A transactions.

Investment Banking M&A Capital Raising Financial Analysis Due Diligence Valuation Customer Relationship Management Deal Execution

Associate Principal Investing – Private Equity

Gordian Group / Bacchus Capital Management

Aug 2005 - Apr 2009 (3 years 8 months)

Founding member of Bacchus Capital, a private equity joint venture focused on second lien debt and equity investments in the wine industry. Closed first investment in Cameron Hughes Winery, yielding a 26% IRR.

Private Equity Due Diligence Financial Modeling Investment Analysis Valuation Investment Memos Investment Committee materials

Analyst Investment Banking – Distressed M&A / Capital Raising

Gordian Group / Bacchus Capital Management

Aug 2005 - Apr 2009 (3 years 8 months)

Supported M&A and capital raise engagements via financial modeling, marketing material creation, and diligence support. Advised clients across diverse industries including manufacturing, nutrition, beverage, and retail.

Financial Modeling M&A Capital Raising Marketing Materials Due Diligence Client Advisory

Education

Degrees, certifications, and relevant coursework

Columbia Business School

MBA, Finance

2009 - 2011

Activities and societies: Dean's List

MBA with a finance concentration, GMAT 750 (98th percentile), and Dean's List recognition.

New York University - Leonard N. Stern School of Business

BS, Finance and Accounting

2001 - 2005

Grade: 3.92/4.0

Activities and societies: summa cum laude, Stern Scholars Program, Beta Gamma Sigma, dual scholarship recipient

BS in Finance and Accounting with a cumulative GPA of 3.92/4.0, summa cum laude, Stern Scholars Program, Beta Gamma Sigma, and dual scholarship recipient.