Benjamin Lehrer

About Benjamin Lehrer

Senior finance leaders don\'t need platitudes or generic advice. They need execution capacity, real-time field intelligence, unconflicted guidance, and vetted connections to act decisively. Whereas others message on best practices, I impact your practices.As CEO of First Water Finance and Strategic Partner to The CFO Alliance, I\'m embedded daily in the challenges facing finance teams at emerging and mid-market companies. We\'ve optimized FP & A for 100+ organizations and have supported $5B+ in transactions. Within The CFO Alliance, I have the privilege of staying consistently engaged with finance leaders across the country and collect critical real-time benchmarks that inform trends and sentiment.This front-line experience and field intelligence positions me to help finance leaders evaluate their options before committing to solutions. Whether you\'re considering team expansion, data advancements, outsourcing, technology/AI enablement, or process improvement, I help you navigate the full landscape of possibilities and connect the dots to action.**Field-Tested FP & A Solutions** Whether you\'re building out teams, considering outsourcing, or evaluating FP & A technology or AI enablement, I share what\'s actually working based on current initiatives.**Capital Market Intelligence** Direct insight into how finance teams are driving successful transactions and maximum valuations, from active and recently completed transactions.**Real-Time Benchmarks** Access to community feedback and performance benchmarks from The CFO Alliance, the largest finance leader peer community in the country.**Peer & Solution Connections** Strategic introductions to finance leaders facing similar challenges, and vetted solution providers aligned with your objectives.As technology advances rapidly, I hold steadfast to the belief that finance is a people sport, and I, First Water, and The CFO Alliance are here to help you win it. We are more enabled than ever before, with more pressure and ever-increasing options available. It is an awesome time to be in finance.

Experience

1. Strategic Partner

   CFO Alliance

   Jun 2023 — Present · Houston, TX, US

   The CFO Alliance is the premier finance leader peer advisory network, where CFOs and leaders Connect & Engage through curated live and virtual events, an online community platform, data benchmarking, and intentional individual connections. Our members stay on the leading edge of Finance, iterate and execute with confidence, maximize their impact on their teams and enterprises, and advance their leadership and careers.

Education

• The Wharton School

  Bachelor of Science (BS), Economics (Finance & Accounting)

  2000 — 2004

Skills

• Metrics Reporting
• Operational Planning
• Structured Finance
• Securities
• Restructuring
• Negotiation
• Finance
• Capital Markets
• Valuation
• Business Planning
• Performance Metrics
• Debt
• Strategic Financial Planning
• Chartered Financial Analyst
• Investment Banking
• Mergers & Acquisitions
• Entrepreneurship
• Financial Modeling
• Consulting
• Alternative Investments
• Private Equity
• Investments
• Fixed Income
• Business Strategy
• Strategy
• Due Diligence
• Lbo
• Deal Structuring
• Hedge Funds
• Financial Structuring
• Strategic Planning
• Financial Analysis
• Financial Services
• Corporate Finance