David Jervasi
Director of Finance, Rialto Capital Advisors | Private Equity & Asset Management | AI-Integrated Financial Analysis | Ex-Carlyle Group, PwC
- Role
- Director of Finance at Rialto Capital
- Location
- Miami Beach, FL, US
- LinkedIn followers
- 500 followers
About David Jervasi
Finance executive with broad leadership experience in finance, accounting, and operations management, spanning start-up platforms to mature multibillion-dollar environments. Proven track record of developing efficient financial operations to support billion-dollar AUM growth through disciplined planning, analysis, budgeting, and reporting. Actively leveraging AI and automation to elevate financial processes, controls, and analytics — delivering faster, higher-quality insights to executive and board audiences
Experience
Director of Finance
Jan 2020 — Present · Miami, FL, US
In my current leadership role as Director of Finance at Rialto Capital, a Private Equity firm with an in-house asset management business overseeing $120B of commercial real estate assets, I manage all finance activities for the Asset Management (\"AM\") business. I handle accounting, financial reporting, forecasting, budgets, performance metrics, staffing, and financial controls — increasingly supported by AI tools and automation. Developed and manage the finance department for the firm’s AM business by establishing essential functions around accounting, forecasting, financial reporting, budgeting, and performance metrics. Managed significant increase in staff size to 150+ employees by implementing a data-driven, AI-assisted staffing projection model estimating incremental headcount needs based on the forecasted growth of managed assets. Orchestrated multiple digital transformation initiatives leveraging AI and automation to streamline revenue forecasts, cost allocations, and asset valuations — reducing report production time by ~50% and reallocating team capacity toward higher-value financial analysis.Actively embed AI tools into core finance workflows — including large language models such as Claude and Claude Cowork — to accelerate financial modeling, variance analysis, and executive reporting, improving analytical depth and elevating the quality of insights delivered to senior leadership.
Education
Boston College
Master of Science - MS, Accounting
Fordham University
Master of Business Administration - MBA, Finance
Assumption University
Bachelor of Arts - BA, Accounting and Business/Management
Skills
- Investments
- Financial Modeling
- Banking
- Hedge Funds
- Finance
- Accounting
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