Dan Geisler

About Dan Geisler

Accomplished Chief Financial Officer with 10+ years of experience driving growth and operational excellence in the payments and fintech sectors. Expert in corporate finance, financial operations, treasury, and controllership for high-growth startups and large enterprises. Proven leader in executive partnership, forecasting, pricing strategy, M&A, financial integration, and cross-functional collaboration. Adept at developing and executing strategies that scale businesses, optimize profitability, and deliver value to stakeholders.

Experience

1. Chief Financial Officer

   Stealth FinTech Startup

   Sep 2024 — Present · Cincinnati, OH, US

   Heads of Corporate Finance, Finance Ops, Treasury, and Controller functions for a fintech startup delivering embedded payments & banking solutions to software platforms through prominent financial service providers and financial institutions• Oversees preparation of financial statements for executives, board of directors, and venture capital investors, ensuring transparency and compliance with regulatory standards• Lead financial planning, forecasting, and company valuation, developing robust corporate strategies to support long-term scalability, market expansion, and value creation• Provide pricing and commercial finance expertise to optimize sales and product strategies, enhancing profitability and customer acquisition• Executes Controller function, including Accounting and Revenue Recognition Policies and Accounting Operations • Streamlines Treasury functions for efficient cash flow operations and management of invested capital• Reconciles Zero Balance Settlement Account as a fiduciary of customer funds in partnership with network sponsor banks

Education

• The Ohio State University Fisher College of Business

  Master of Business Administration (M.B.A.)

  2008 — 2010

• The Ohio State University Fisher College of Business

  Bachelor of Science (B.S.), Business Administration

  2001 — 2005