Brian Wilkinson

About Brian Wilkinson

Visionary, analytical leader with a proven track record of generating multimillion-dollar top-line revenue growth by building and inspiring high-performing teams, strengthening client relationships, and steering commercial strategies across diverse markets.Adept at leading financial operations, managing cash flow optimization, overseeing quarterly board reporting, and orchestrating financing rounds while building high-performing teams. Proficient in leveraging expertise in derivatives marketing, fundamental equity research, and C-suite financial stewardship to deliver client-centric solutions. Skillful in navigating intricate transaction structuring and driving sustained revenue growth within competitive settings, including banking. Natural team player and creative problem-solver; demonstrated ability to assess companies for investment decisions, formulate customized solutions in alignment with client risk profiles, and translate technical financial concepts into clear, actionable strategies.

Experience

1. Chief Financial Officer

   CEIBA HEALTH

   Nov 2021 — Present · San Francisco, CA, US

   CEIBA Healthcare is a pioneer and one of the top key technology providers for Connectivity and Virtual Care within the Healthcare industry. We are a Healthcare IT company operating Globally and expanding our operations in the US. We believe in the power of innovation, being simple and passionate in what we do. Our mission centers on broadening access to care and rapidly improving quality across the full continuum from inpatient to acute care at home.Chief Financial Officer | Ceiba Healthcare US, Inc. – San Francisco, CA 2021 – PresentImprove financial stability by managing cash flow, leading financial planning cycles, analyzing financial performance, and recommending corrective actions. Oversee preparation of quarterly financial reports for Board, coordinate audits, oversee external accountants, and manage tax filings. Ensure investor and board alignment by engaging in quarterly board meetings and maintaining clear communication with investors and partners.• Accelerated company growth by leading capital-raising efforts and hiring for key roles critical to scaling operations.• Reduced operating costs and improved efficiency by renegotiating vendor contracts and automating core financial and operational processes.• Engineered FP & A system by defining purpose and scope, establishing core financial model, and setting planning processes and governance.• Shaped growth strategy and led cross-functional alignment across finance, operations, and sales by partnering with CEO and board.• Led internal preparation for upcoming acquisition by organizing deal team, creating virtual data room, and managing due-diligence deliverables.

Education

• Columbia Business School

  CFO Program

• University of Virginia

  Bachelors, Economics

  1994 — 1998

Skills

• Derivatives
• Fixed Income
• Valuation
• Equity Research
• Asset Management
• Equities
• Financial Markets
• Capital Markets
• Portfolio Management
• Options
• Hedge Funds