Sign In

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

Related Questions

What are Bryan Plotts' main responsibilities at Juniper Square?
How did Bryan Plotts contribute to Bugcrowd's finance team?
What specific strategies did Bryan Plotts implement at ThoughtSpot?
How has Bryan Plotts' experience at Oracle influenced his career?
What are the key achievements of Bryan Plotts in his finance career?
Bryan Plotts
Bryan Plotts, photo 1
Bryan Plotts, photo 2
Add to my network

Location

San Francisco, California