Professional Portrait

Julian Vance

Strategic Financial Leader & Fractional CFO

Driving sustainable growth and operational excellence for tech startups and mid-market enterprises through data-driven financial modeling, risk management, and strategic capital allocation.

Technical Radar

Core Competencies

Financial Strategy

Complex Financial Modeling 95%
M&A Due Diligence 88%
Budgeting & Forecasting 92%

Data & Analytics

Revenue Recognition & SaaS Metrics 90%
Risk Assessment & Hedging 85%
KPI Dashboards Design 94%

Tech Stack & Soft Skills

NetSuite ERP
Advanced Excel / VBA
Tableau & PowerBI
SQL Queries
Cross-functional Leadership
Board Negotiations
Strategic Problem Solving
Career Journey

Impact-Driven Experience

2021 — Present

Fractional CFO

Apex Tech Ventures & Portfolio Companies
  • Orchestrated a successful $45M Series B funding round by building comprehensive 5-year operating models and managing VC due diligence.
  • Restructured operational budgets across three SaaS portfolio companies, identifying inefficiencies and saving $2.1M annually.
  • Implemented automated revenue recognition policies (ASC 606), accelerating the month-end close process by 6 days.
  • Designed and deployed real-time Board of Directors dashboards tracking CAC, LTV, and churn metrics.
2017 — 2021

Director of Finance

Horizon E-Commerce Solutions
  • Partnered directly with the CEO to scale Annual Recurring Revenue (ARR) from $10M to $50M over four years.
  • Spearheaded the integration of a cloud-based ERP system (NetSuite), replacing legacy tools and saving 120 hours of manual reconciliation per quarter.
  • Negotiated vendor contracts and optimized supply chain financing, resulting in an 18% gross margin improvement.
2014 — 2017

Senior Financial Analyst

Global Equity Partners
  • Constructed highly complex LBO and DCF models for 15+ potential acquisition targets in the technology sector.
  • Conducted granular market research and cohort analysis to identify value creation opportunities post-acquisition.
  • Optimized SQL database queries by 40% to extract historical financial data, significantly reducing reporting latency.
Case Studies

Selected Achievements

Dashboard interface

Post-Merger Tech Integration

NetSuite ERP PowerBI Change Management

Spearheaded the seamless consolidation of financial systems for two $50M entities post-merger. Mapped complex chart of accounts, migrated 5 years of historical data, and established unified reporting standards without business interruption.

Financial documents

Pre-IPO Readiness Audit

Workiva SEC Compliance Advanced Excel

Orchestrated a massive data cleanup and audit readiness program for a hyper-growth tech firm. Transitioned cash-basis accounting to full GAAP compliance, drafted S-1 financial sections, and implemented robust internal controls (SOX framework).

Business meeting graph

Supply Chain Cost Reduction

Tableau SAP Operations Finance

Developed predictive models to analyze global supply chain vulnerabilities. Identified overlapping vendor redundancies and negotiated volume-based tiering, achieving a massive reduction in direct COGS while improving delivery times.

Data analytics screens

Automated Board Dashboard

Looker SQL Data Warehousing

Transitioned executive leadership from static, manual Excel reporting to dynamic, real-time analytics. Built SQL data pipelines connecting CRM, Billing, and Marketing platforms to provide a single source of truth for investor meetings.

Academic Background

Education & Certifications

Master of Business Administration (MBA)

Wharton School of Business
Concentration in Corporate Finance

CFA Charterholder

CFA Institute
Active Member

B.S. in Economics

London School of Economics
Graduated with Honors
Testimonials

Professional Endorsements

"Julian possesses an extremely rare combination of deep technical financial acumen and high-level strategic vision. His modeling for our Series B was bulletproof and handled intense VC scrutiny flawlessly. A true partner to any CEO."

Marcus Thorne
CEO, Apex Tech Ventures

"Working with Julian during our ERP migration was a masterclass in project management. He didn't just digitize our old processes; he fundamentally re-engineered how our finance department operates. Highly recommended."

Sarah Jenkins
VP of Operations, Horizon E-Commerce

"One of the sharpest analysts I've had the pleasure of managing. Julian's ability to extract actionable insights from mountains of raw data—and present them in an easily digestible way for the board—is unmatched."

David Chen
Managing Director, Global Equity Partners
Get In Touch

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