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Scott WellsSW
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Scott Wells

@scottwells

Fractional CFO at Mainbrace CFO & Debt Advisory, sourcing growth capital and building forecasts for middle-market businesses.

United States
Message

What I'm looking for

I am currently working as a Fractional CFO with multiple companies, but want to return to full time with one business

At Mainbrace CFO & Debt Advisory, I provide fractional CFO and debt advisory services to middle-market businesses. I’ve procured term loans and corporate card financing for refinancing and growth capital, built a four-year forecast and valuation model for a newly created SaaS business, and sourced investor capital for medical device and technology businesses.

As Vice President of Finance at MDpanel, I ran financial operations and treasury, including a 17-person team, and oversaw post-merger integration plans for bolt-on acquisitions. At California Medical, acquired by MDpanel, I presented monthly financial results and revenue outlooks to the Board, built the 2023 budget, and supported year-over-year revenue growth of 19.8% and EBITDA growth of 22.5%.

Earlier, at Imaging Endpoints, I completed the company’s first annual budget and 10 departmental budgets and opened bank accounts in the Netherlands and Switzerland for global expansion. My career also includes commercial banking, relationship management, and trust roles; I hold the CFA charter and a finance degree from Miami University of Ohio.

Experience

Work history, roles, and key accomplishments

IE

Vice President, Finance

Imaging Endpoints

May 2021 - Sep 2022 (1 year 4 months)

Led daily financial operations for a $20M P&L, including AR/AP, monthly reporting, and payroll. Completed the company's first annual budget and 10 departmental budgets, and opened bank accounts in the Netherlands and Switzerland for global expansion.

Education

Degrees, certifications, and relevant coursework

Miami University logoMU

Miami University

Bachelor of Science, Finance

Bachelor of Science in Finance with a minor in Political Science from Miami University of Ohio.

CFA Institute logoCI

CFA Institute

Chartered Financial Analyst (CFA), Finance

Chartered Financial Analyst (CFA) certification.

National Futures Association logoNA

National Futures Association

Series 3 (NFA), Finance

Passed Series 3 (NFA) exam.

FINRA logoFI

FINRA

SIE, Finance

Passed SIE exam.

Tech stack

Software and tools used professionally

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