Bob Fiorella

About Bob Fiorella

With over two decades of experience as an M&A Advisor and Fractional CFO, I specialize in providing strategic solutions and serving as a trusted confidant to CEOs and Business Owners navigating significant transitions. Whether it involves corporate restructuring, team building, financial management, securing funding, facilitating capital raises, preparing for a future sale, or executing a current acquisition, I excel in guiding organizations towards optimal outcomes.My educational background includes an MBA from UCLA Anderson School of Management and a BS in Economics from Cornell University. Throughout my career, I have founded and led several successful ventures, including FirstCxO and Inflection Point LLC, where I currently serve as Founder and CEO/CFO Advisor, respectively. Additionally, my role as Vice President and Advisor at Seapoint Business Advisors underscores my commitment to delivering value-driven advisory services.Previously, I served as CFO at Metal Toad, where I played a pivotal role in financial strategy and operational excellence. My diverse portfolio of experiences equips me with a comprehensive understanding of the intricacies of business management and finance, enabling me to drive sustainable growth and foster success for my clients.

Experience

1. Founder

   Firstcxo

   Oct 2023 — Present · US

   Established First CxO, a leading firm specializing in strategic financial advisory services for startups and established businesses.Developed tailored financial strategies to drive sustainable growth and profitability, leveraging industry expertise and market insights.Oversaw all financial management and operations, including budgeting, forecasting, and compliance with regulatory requirements.Successfully led fundraising efforts, securing capital investments and financing partnerships to support business expansion.Cultivated strategic partnerships with key stakeholders, enhancing business development and market positioning.Founder & CFOFirst CxO |

Education

• Cornell University

  BS, Economics

  1987 — 1989

• UCLA Anderson School of Management

  MBA, MBA

  1997 — 2000

Skills

• Accounting
• Financial Reporting
• Digital Media
• Executive Management
• Business Planning
• Consulting
• Financial Goals
• Financial Analysis
• Human Resources
• Training
• Negotiation
• Budgets
• Finance
• Strategic Partnerships
• Auditing
• Entertainment
• Credit
• Financial Modeling
• Mergers
• Sec Filings
• Contract Negotiation
• Start-Ups
• Strategy
• Analysis
• Sarbanes-Oxley
• Financial Planning
• Business Strategy
• Business Development
• Sarbanes-Oxley Act
• Leadership
• Strategic Planning
• Gaap
• Management
• Forecasting
• Risk Management
• Marketing
• Strategic Financial Planning
• Mergers & Acquisitions