Ken Lubin
May 8

CFO/CPA-Specialty Lending




Tech-savvy finance leader transforming operations to drive shareholder value. Focus on middle-market, private companies. Use of metrics, results and analysis to drive strategic decisions to impact operations. Manage by partnering with operations and executives to drive efficiency and ensure focus on strategic initiatives and results as set by BOD and Management. Highly proficient in quantitative analysis, computing, and mathematics.


  • Provides CFO leadership for middle-market companies in operational and financial growth areas that impact efficiency and profitability. Areas of expertise include operations, profitability analysis, revenue recognition, budgeting, technology, restructuring, M&A, and financial reporting and analysis. Selected Achievements:

  • Developed an investment action plan, including an investment deck for a growing healthcare company in need of capital, securing $5M in investment capital that funded key growth initiatives. Led to an 18% annual increase in revenue and a 44% increase in profitability over the next 2 years.

  • Formalized forecasting process for growing tech company. Result was a tight forecasting process which yielded results that facilitated growth initiatives, compensation and established hard ROI metrics for new and existing investment. Led to a 10% increase in revenue and 22% increase in profitability.

  • System Implementation - Created metric dashboard for middle market SAAS company. Identified series of actionable metrics which identified margins by product and customer, churn, customer lifetime values, customer acquisition costs and other metrics designed to measure acquisition, retaining and monetizing customers. Facilitated revenue growth rate exceeding 15% annually.

If you would like to speak with this candidate- Feel free to reach out to me at

New Posts
  • Ken Lubin
    Nov 5

    Vice President, Global Marketing Head of function and co-owner of the global P&L for a Life Science Medical Device business--$1.2 billion in annual sales and more than 4,500 associates, globally. Exceeded volume, profit, and share objectives for the first time in a three year gap; Transformed the marketing department through the creation of Centers of Excellence for each marketing discipline; Built the first-ever global digital marketing capability; Globally implemented a solutions selling strategy based on a customer experience strategy, exceeding all objectives. If you are interested in speaking with this amazing candidate, feel free to reach out to me at
  • Ken Lubin
    May 29

    Financial Executive providing complete Accounting, IT, and Fundraising services for organizations of all sizes. Raised over $100MM for organizations through own personal contacts/investors. As a CFO/COO working in conjunction with investors/CEOs, generated EBITDA improvements totaling over $25MM. Capital Financing-Multistage Mergers & Acquisitions, Strategic Planning Initial Public Offerings IPO-Strategic Divestitures, Business Plan Development Private Placements-Due Diligence, Budget Forecasting Modeling Venture Capital Financing-Transaction Negotiations, Contract Administration Investor & Bank Relations-Assimilation of Acquisitions, Project Management Credit Facility management-Treasury Management, Best Practices Metrics Financial Reporting-Credit & Collection, Turnaround Management S.E.C. Reporting, Risk Management & Insurance-Customer & Supplier Relations Process Reengineering-Organizational development, Bankruptcy/Liquidation Policy/Procedure Development-Compensation Programs, Auditing Internal Controls Systems Implementation-Benefits Plan management, Interim Financial Management If you would like to speak with this game changing CFO, feel free to reach out to me at
  • Ken Lubin
    May 22

    Dynamic and result oriented management and administrative service professional with 20+ years of extensive experience in sales and marketing, business management, media, and communications. Internationally recognized Professional Olympic Track and Field Athlete with a diverse record of experience and accomplishments in program administration. Demonstrated track record providing comprehensive financial forecasting and analysis to senior management resulting in increased profitability. Top-rated operations/sales performer repeatedly recognized for exceeding goals and targets. Detail-oriented with a strong work ethic with the ability to balance priorities to achieve results. Adept at handling a variety of managerial and administrative activities for developing and maintaining principles, practices, and procedures to bring significant improvements in efficiency, productivity, and processes towards the successful attainment of organizational goals. If you would like to speak with this Olympic Athlete, please feel free to reach out at

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