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our why

Exceptional financial leadership should not be limited by company size or structure.

Charles River CFO brings Big-4-trained financial leadership to growth companies, private equity-backed businesses, nonprofits, and financial institutions that need serious expertise without the full-time commitment.

The Charles River CFO team
SINCE THE BEGINNING
Financial Leadership When It Matters Most.
BOSTON · PORTLAND · TALLAHASSEE · WASHINGTON, D.C.
MISSION

Big 4 rigor, strategic clarity, and flexible partnership, at the moments that matter most.

6
industries, each with a named Practice Leader. Every one a former Big 4 CPA.

Exceptional financial leadership should be accessible to every organization with the ambition to grow, not just a privilege reserved for the largest companies. With the right financial insight, leaders gain confidence, unlock opportunity, and focus on what they do best.

Clients carried from first funding through exit. The promise of partnership through change, backed by work already done.
01
Senior expertise, flexible model
Big 4 and corporate experience delivered fractionally, interim, or fully outsourced, sized to the need rather than the headcount.
02
Embedded as a partner
We integrate closely with each leadership team, stepping in at the critical moments, to support growth, navigate transitions, or strengthen operations.
03
Rigorous and practical
Insight is not only developed but implemented, so the work changes the business rather than ending in a memo.
LEADERSHIP TEAM

Every Practice Leader, including the CEO, trained as a CPA inside a Big 4 firm.

Named Practice Leaders for life sciences, technology, credit unions, nonprofit, manufacturing, and tax. Competitors can hire one former Big 4 CPA. Few can field a whole bench.

Ann Vickers, CPA

President and CEO
FORMER BIG 4 CPA

Kevin Sarney, CPA, MBA

Life Sciences Practice Leader
FORMER BIG 4 CPA

Gardner Oleson, CPA, M.S. Taxation

Technology and General Business Practice Leader
FORMER BIG 4 CPA

Tim Smith, CPA, MBA, CUDE

Credit Union Practice Leader
FORMER BIG 4 CPA

Dorcas Riley, CPA, MBA

Nonprofit Organizations Practice Leader
FORMER BIG 4 CPA

James Crane, CPA

AI Native, Entrepreneurial and Global Tax Services Practice Leader
FORMER BIG 4 CPA

Jennifer Harper

Vice President of Finance

Cynthia Stevenson, PHR, SHRM-CP

Vice President of People

Jack Sullivan, MBA

Vice President of Business Development
ADVISORY BOARD

Senior perspective from outside the firm.

Business leaders who bring outside judgment to how we serve clients and grow the firm.

John Hession — Charles River CFO Advisory Board
John Hession
Board Member

Retired corporate attorney and co-founder of Cooley LLP’s Boston office, with decades advising venture-backed and emerging companies.

Shahid Azim — Charles River CFO Advisory Board
Shahid Azim
Co-Founder & Managing Partner, C10 Labs

Serial health tech entrepreneur who has started four venture-backed companies as CEO, now building AI ventures at C10 Labs.

Jack McCullough — Charles River CFO Advisory Board
Jack McCullough
President & Founder, The CFO Leadership Council

Founder of the CFO Leadership Council and the MIT Sloan CFO Summit, and published author on financial leadership.

Robin Feeney — Charles River CFO Advisory Board
Robin Feeney, CPA
Chief Financial Officer, SmartLabs

Over 30 years building finance functions across biotechnology and healthcare, starting her career at PwC and Deloitte.

Dan McNulty — Charles River CFO Advisory Board
Daniel E. McNulty
Chair Emeritus, Advisory Board

Retired medtech executive and CEO across Acoustic Imaging, Diasonics Vingmed, and InfraRedx, with a long-standing tie to the firm.

Core values

Not posters on a wall. The standards we hire against.

Hover a value to see the behaviors behind it, and what it means for the organizations we serve.

THE VALUE

IN PRACTICE
CAREERS

Clients and engagements evolve. Our commitment to our people does not.

Our people are the foundation of the firm's success. We are committed to building a culture rooted in collaboration, respect, mentorship, and long-term investment in our team. By empowering our team, we strengthen the quality of service and leadership we provide to every client.

INTRODUCE YOURSELF

We keep talking to good finance people even when nothing is posted.

Tell us your discipline and the industries you know. Cynthia Stevenson, our Vice President of People, reads every one.

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01
Senior work, from the first day
Our engagements are led by experienced professionals, not staffed with a training layer between you and the client.
02
Range you cannot get in one seat
Life sciences, technology, credit unions, nonprofit, manufacturing, and tax, often within the same year.
03
Mentorship, deliberately
A culture rooted in collaboration, respect, and mentorship, with Practice Leaders who teach as they lead.
04
A commitment that outlasts any engagement
While clients and engagements may evolve, our commitment to supporting and developing our people remains constant.
WHO WE TYPICALLY LOOK FOR

Four disciplines, and the judgment each one carries.

Select a discipline to see what we look for and the engagements it leads.

TYPICAL ENGAGEMENTS
WHAT WE LOOK FOR
Introduce yourself
Start the conversation

Financial leadership, when it matters most.

Tell us the moment you are in. We will match you to the Practice Leader who has already been through it.

One call, no charge, and no sequence you cannot leave.