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Sarah Lerche

Sarah Lerche

CFO Consultant

Sarah Lerche is a seasoned Chief Financial Officer and strategic advisor with deep expertise in scaling tech, healthtech, and SaaS companies from early-stage to exit. As co-founder and CFO of Escalon Services, she built a pioneering business services firm from the ground up, growing it to over 1,000 employees and $65M+ in revenue before a successful private equity exit in 2022.

With over a decade of experience as a fractional CFO to more than 50 Series A–C startups, Sarah has helped raise over $600M in venture capital, architected scalable financial operations, and implemented cutting-edge technologies to drive efficiency and growth. Her leadership spans financial modeling, investor relations, compliance, and acquisition strategy.

Sarah serves on multiple boards, offering independent oversight and strategic guidance on governance, risk management, and IP protection. Her global experience includes CFO roles in the U.S. and Europe.

Verticals:

  • Enterprise software
  • E commerce
  • SaaS
  • Health tech
  • Ag tech
  • Ed tech
  • Hardware/software combinations
  • Communications
  • B2B/B2C/B2B2C

Core Skills:

  • Financial Reporting & Analytics
  • Public markets reporting
  • Business Modeling and unit economics
  • Fund raising
  • Investor Relations
  • HR Ops
  • Sales Ops
  • M&A (seller and buyer)
  • Due Diligence
  • Board presentations
  • Audit
  • Finance & acct. tech stack
  • Process and system implementation
  • International/cross border

She holds an MBA in Finance and a Bachelor’s in Accounting from the University of San Francisco, A lifelong athlete, she once swam from Alcatraz to San Francisco in open water competition.

I had the pleasure of working closely with Sarah during our time together at Healthily where she served as our CFO while I held the position of CEO. I am delighted to provide the highest recommendation for Sarah as a finance professional.

Sarah is an exceptional CFO who brings a remarkable blend of hands-on expertise and strategic vision to the table. Her extensive experience working with both corporate giants and innovative startups showcases her adaptability and versatility in financial management. Her ability to navigate the complex financial landscape of both established corporations and dynamic startups is truly impressive.

What truly sets Sarah apart is her invaluable board experience. Her insights and guidance have been instrumental in steering our company’s financial strategy in the right direction. Her contributions during board meetings were always well-informed, insightful, and forward-thinking, helping us make critical decisions with confidence.

Sarah not only excels in her professional capacities but also possesses a genuine passion for mentorship and collaboration. She fosters a positive work environment and is always willing to share her knowledge and expertise with colleagues, making her an invaluable asset to any team.

In summary, Sarah is an exemplary CFO with a wealth of experience, a strategic mindset, and a proven track record of success. I wholeheartedly endorse her for any role that demands financial leadership and expertise. She has my utmost respect and trust, and I am confident that she will continue to excel in her future endeavors.


Matteo Berlucchi
Founder & CEO of Healthily