David Dave Meschke

About David Dave Meschke

Cross-functional, growth-minded and results-oriented CFO and SVP of Finance and trusted business advisor to Board members, private equity investors, business owners and executive management specializing in value creation and exit within consulting and professional services. Proven success working cross-functionally to translate strategic vision into operational plans to drive value and profitability, particularly in periods with challenging market conditions. Deep expertise in- Private equity- Executive management, leadership and communication- Strategy, including analysis and mergers & acquisitions (buy-side and sell-side)- Financial planning, forecasting & analysis- Accounting and financial reporting- P&L and cash management- Sales and pricing- Operations and data analytics- ERP implementationHIGHLIGHTSPrivate equity – Managed a business through challenging market conditions, including significant cost reduction efforts and associated turnaround, to improve margins and move from flagging to transactional asset. Facilitated exit through sale of business to strategic investor, including financial modeling, due diligence and post-transaction integration (completed in <2 months). Managed communications with Board of Directors, private equity investors and executive management.Strategy & operations – Successfully developed strategic long-term plans, translating them into operational plans for overall business strategy as well as sales / marketing, talent acquisition and shared services support functions.Financial planning & analysis – Developed, communicated and facilitated actions arising from monthly financial results at firm-wide, business unit and department levels, including relevant financial, operational and strategic metrics to drive signings and revenue growth and margin expansion and to understand variances to budget.Sell-side M&A – Managed a business through exponential growth, then decline, due to several material engagements, maintaining core business margins. Facilitated exit through sale of business to strategic investor, including financial modeling, due diligence (including leading response to request list of 1,500+ items, for which complete responses were delivered in <1 week) and post-transaction integration. Managed communications with sole proprietor and executive management.ERP implementation - Facilitated implementation of NetSuite and enhanced structure of Sage 500 at two businesses to improve accounting, financial reporting, analysis and operational compliance and position businesses for sale.

Experience

1. Senior Vice President of Finance

   Treliant (Acquired by Huron - 2025)

   Aug 2022 — Present · Washington, DC, US

   Treliant is a global consulting firm serving banks, mortgage originators and servicers, FinTechs, and other companies providing financial services. Treliant is led by practitioners from the industry and the regulatory community who bring deep domain knowledge to help its clients drive business change and address the most pressing compliance, regulatory, and operational challenges. Treliant provides data-driven, technology-enabled advisory, implementation, and staffing solutions to the regulatory compliance, risk, financial crimes, and capital markets functions of its clients. Founded in 2005, Treliant is headquartered in Washington, DC, with offices in New York, London, Belfast, Northern Ireland and Łódź, Poland. For more information visit

Education

• UNC Kenan-Flagler Business School

  Master of Science, Accounting

  2001 — 2002

• UNC Kenan-Flagler Business School

  Bachelor of Science, Business Administration

  1997 — 2001