Joseph Leonard

About Joseph Leonard

As someone who thrives on helping businesses navigate the complex world of finance, I find immense satisfaction in turning numbers into actionable insights so that data can drive decisions. Currently serving as the Chief Financial Officer at AddShoppers, I have embraced the challenge of leading our financial strategy while fostering an environment where innovation can flourish, supported by timely, accurate financial planning and analysis and proactive cash flow management. During my time at RSM as a Partner, I learned firsthand how critical sound financial advice is for growth-oriented companies from advising over 50 private-equity backed companies. From working with clients through 45+ mergers and acquisitions, to implementing new accounting and ERP systems, to solving complex accounting and reporting issues, I have gained insights from many successes. It was always rewarding to assist clients not just by crunching numbers but by truly understanding their vision and aligning our strategies accordingly. I’m proud of my ability to build lasting relationships while ensuring that each company I worked with achieved its goals. If you\'re interested in discussing how we can collaborate or if you’d like insights into effective financial strategies for your business, feel free to connect!Skills: Strategic Financial Planning | Financial Analysis | Financial Reporting | Cash Flow Management | Operational Improvements | Mergers & Acquisitions | SaaS MetricsIndustries: Technology (SaaS & Software)| Tech-enabled Services | Business & Professional Services | Health-tech | Healthcare | Industrial Products

Experience

1. Head of Fp & a

   Foundation Software

   Jul 2025 — Present

Education

• Baldwin Wallace University

  MBA

• Baldwin Wallace University

  BA