Jason Carver

Global Chief Financial Officer | Financial Services, Fintech, Healthtech, and Software (SaaS) | Robotics Coach

Jason Carver is a seasoned international finance executive with over two decades of experience in growing various financial services businesses, including public, private, VC, and PE-backed companies, up to $600 million in size.

His expertise spans a wide range of finance areas such as FP&A, accounting, budgeting, tax, treasury, regulatory reporting, strategic planning, operations, and investor/Board communications. He has a successful track record of recruiting and restructuring global finance teams and leading complex initiatives in financial services, fintech, and business services.

Jason Carver's professional background includes experience in M&A transactions, having executed multiple company sales, BU divestitures, acquisitions, and integrations globally. He has also held leadership roles on various international boards and committees, showcasing his governance skills.

In the realm of organization, Jason has demonstrated prowess in setting up efficient financial processes, managing ERP implementations across multiple entities, and leading business intelligence teams for big data analytics.

He is well-versed in capital structuring, having led investor relations, equity capital raises, and securing bank financing for subordinated debt and VC debt. His expertise extends to diverse sectors such as broker-dealer, SaaS, recurring revenue, and professional services metrics/accounting.

Jason's educational background includes an MBA in Analytical Finance, Statistics and Econometrics from The University of Chicago Booth School of Business, and a BS in Accounting from The University of Texas at Dallas.

Throughout his career, Jason Carver has held prominent positions such as Chief Financial Officer at Streamline Healthcare Solutions, Alpaca, Performance Trust Capital Partners, and various other notable organizations in the financial sector.

His professional journey also includes serving as the Chief Financial Officer, Global Trading at FIS, Director of Operations at Belvedere Trading, LLC, CFO and SVP Strategy and Corporate Development at Alaron Trading, VP and Chief Financial Officer at Banc of America Futures at Bank of America, and Capital Markets Analyst at AMRESCO Inc.