Mark Herman is a seasoned, data-driven financial and operating executive with more than 25 years of CFO experience across private equity- and venture-backed SaaS and technology-enabled businesses. He is a hands-on, forward-looking leader known for driving growth, optimizing financial infrastructure, and creating long-term enterprise value.
Mark has built his career around scaling high-growth companies by identifying, formulating, and executing both organic and inorganic strategies that deliver measurable revenue and EBITDA growth. He has led or supported more than 25 M&A transactions, raised over $1 billion in debt and equity financing, and played pivotal roles in multiple IPOs and exits to public and private acquirers. His experience spans diverse sectors including Fintech, AdTech, Human Capital Management (HCM), and Third-Party Administrator (TPA) Services.
A trusted partner to CEOs, boards, and investors, Mark brings deep expertise in FP&A, deal structuring, compliance, due diligence, and international operations. He has successfully built and led cross-functional teams across finance, accounting, legal, HR, IT, sales operations, and data—both domestically and globally. He is known for aligning finance with go-to-market strategy, leading ERP implementations (including NetSuite), and driving operational efficiency through data-informed decision-making.
Mark also has deep experience supporting early-stage startups through critical inflection points—including capital formation, go-to-market readiness, and scaling operations. He has successfully partnered with founders and boards to raise Series A financing, design investor-ready financial models, and implement the systems and controls needed to support sustainable growth. His ability to align burn rate with business milestones, create clear paths to profitability, and manage investor relations has made him a trusted advisor in pre-revenue and early-revenue environments. Whether preparing a company for institutional investment or setting the foundation for future M&A, Mark brings a pragmatic, metrics-driven approach that accelerates both financial discipline and enterprise value.
In recent roles, Mark has guided companies through revenue expansion into the hundreds of millions, overhauled financial reporting systems, and led the design of scalable processes to support sustainable growth. His work includes board reporting, audit committee engagement, SaaS KPI optimization, and regulatory readiness, including ASC 606 compliance and IPO preparation.
He began his career with PwC and Deloitte & Touche and holds a B.S. in Accounting and Finance from Boston University. He is a Certified Public Accountant and was named one of the Top CFOs of New Jersey for 2024 by The Top CFOs
