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    Bryan Plotts

    Strategic Finance at Juniper Square

    Bryan Plotts is an experienced finance executive currently serving as the Chief Financial Officer (CFO) at AutoFi.23 He has a strong background in strategic finance and has held several key positions throughout his career:

    1. CFO at AutoFi (current role)3
    2. VP of Finance at Juniper Square (August 2021 - May 2023)3
    3. Senior Director, Strategic Finance at Juniper Square (April 2020 - August 2021)3
    4. Director of Finance at Bugcrowd (March 2018 - April 2020)13

    Plotts holds a BA in Accounting/Economics from UC Santa Barbara and is certified as both a Chartered Financial Analyst (CFA) and a Certified Public Accountant (CPA).1 His expertise includes financial planning and analysis, capital markets, fundraising, mergers and acquisitions, and strategic decision-making.2

    During his time at Juniper Square, Plotts played a crucial role in establishing the G&A structure for the private SaaS and Service Fin-Tech company. He was a member of the executive team and managed cross-functional groups for a 500+ person organization.3 His responsibilities included driving annual budgets, strategic planning, monthly close processes, and board presentations.3

    Throughout his career, Plotts has demonstrated a strong track record of driving financial performance and supporting the growth of innovative technology companies.2 His LinkedIn username is bryan-plotts-cfa-cpa-b0945920, as mentioned in the query.

    Highlights

    Feb 18 · glenmede.com
    About Us - Glenmede
    May 22 · usteducation.org
    Events from November 5 – November 5 › ASSOCIATIONS ...
    Mar 4 · theorg.com
    Bryan Plotts - VP of Finance at Juniper Square - The Org
    Bryan Plotts - VP of Finance at Juniper Square - The Org
    Jan 7 · theorg.com
    Juniper Square - The Org
    Juniper Square - The Org
    Jan 1 · flashintel.ai
    Bryan Plotts, CFA, CPA--Emails and Phone Numbers | FlashIntel

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    Bryan Plotts
    Bryan Plotts, photo 1
    Bryan Plotts, photo 2
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    Location

    San Francisco, California