CFOs On the Move: Week Ending May 28

Everside Health, Blue Bird, Aspiration, Okta, DataRobot, Tuesday Morning, Amalgamated Financial, Apex.AI, Precision BioSciences, Fresh N’ Lean

Heather Dixon

Health care provider Everside Health hired Heather Dixon as its new chief financial officer. Dixon previously served as senior vice president, global controller, and chief accounting officer of Walgreens Boots Alliance. Before that, she was vice president, controller, and chief accounting officer of healthcare benefits company Aetna. She also held roles with PepsiCo and American Express, with a focus on technical accounting, financial reporting, regulatory reporting, and project delivery. In addition to her role as CFO of Everside, Dixon is an independent board member of Signify Health.

Blue Bird CFO Jeffery Taylor will resign on June 11. Taylor joined the school bus manufacturer in June 2020 from Wabash National, where he held the same role. Phillip Tighe will rejoin the company as interim chief financial officer while the company searches for its next finance chief. Tighe served as CFO at the manufacturer for five years before retiring in June 2020.  

How Startup CFO Grew Food Company 50% YoY

How Startup CFO Grew Food Company 50% YoY

This case study of JonnyPops’ success highlights the unusual financial and operational strategies that enabled rapid expansion into a crowded and highly competitive frozen treat market. 

Rojeh Avenasian

Aspiration — a fintech startup backed by actors Leonardo DiCaprio, Robert Downey Jr., and Orlando Bloom — named Rojeh Avanesian as its new finance chief. Avanesian was most recently chief financial officer of Disney streaming services, including Disney Plus, Hulu, and ESPN Plus. In his prior role at Hulu, he led annual operating planning, long-range planning, forecasting, and cash flow and debt management. Avanesian was previously chief revenue officer at Whalerock Industries, CFO at PriceGrabber, vice president for finance and accounting at MyLife, and a senior director of financial operations at Yahoo Media Group.

Mike Kourey is stepping down as CFO at cybersecurity company Okta, effective June 1. Brett Tighe, the company’s senior vice president of finance and treasurer, has been appointed interim chief financial officer while it searches for a permanent replacement. Tighe has worked at the company for six years, most recently leading the FP&A and treasury functions. Before joining Okta, Tighe spent nearly 11 years at Salesforce in various leadership roles within its finance organization.

Damon Fletcher

DataRobot named Damon Fletcher as its new CFO. Fletcher joins the AI platform from Tableau, where he was chief financial officer. During his tenure as CFO, he helped navigate the company’s shift to a subscription-based model, leading the company to over $1 billion in revenue. Fletcher was also instrumental in Tableau’s acquisition by Salesforce. Before joining Tableau in 2014, he was a certified public accountant with PricewaterhouseCoopers. Fletcher replaces Matt Cain, who will step down after six years in the role. Cain will continue with the company in an executive leadership role. 

Tuesday Morning named Marc Katz interim CFO while the off-price retailer searches for his permanent successor. Katz worked at Burlington Stores for 11 years, most recently as chief financial officer/principal. Before that, he was chief financial officer and executive vice president of A.C. Moore Arts & Crafts and chief information officer and senior vice president at Foot Locker. Katz replaces former CFO Stacie Shirley, who left the company in March to become finance chief at real estate company Keller Williams Realty’s holding company, KWx. 

Jason Darby

Amalgamated Financial named Jason Darby as CFO. Darby has been serving as interim CFO since last month. He joined the bank in 2015 and his previous roles include executive vice president, chief accounting officer, and controller. Before that, he was a team leader in commercial banking for Capital One Financial and as executive vice president at Esquire Bank. Earlier in his career, Darby held positions in finance and accounting at Capital One, North Fork Bank, American Express, and KPMG.  

Automotive AI software company Apex.AI appointed Paul Balciunas chief financial officer. Most recently, Balciunas served as CFO for electric vehicle company Canoo, where he helped take the company public. Earlier in his career, he worked at Deutsche Bank, where he acted as a lead underwriter for Tesla’s IPO. He was also involved in the IPO of General Motors and the sale of the UAW Retiree Medical Benefits Trust’s 41.5% stake in Chrysler Group to Fiat North America. 

Alex Kelly

Precision BioSciences appointed Alex Kelly as chief financial officer. Kelly joined the biotechnology company in October 2020 as chief corporate affairs officer and has served as interim chief financial officer since December 2020. He was previously executive vice president of corporate affairs and chief communications officer at Allergan and president of The Allergan Foundation. Before that, he was senior vice president, chief integration officer for Actavis where he led back-to-back integration efforts for both the acquisition of Forest Labs and Allergan. He has held additional senior-level communications and investor relations roles with increasing responsibility at Bausch + Lomb, Merck, Schering-Plough, Novartis, Pharmacia, and Pharmacia & Upjohn. 

Meal delivery company Fresh N’ Lean hired David Belford as chief financial officer. Belford was previously chief credit officer and head of asset management for Colony Credit Real Estate and deputy portfolio manager for Colony Capital’s private funds series. His previous roles at Colony Capital included the head of U.S. co-investments and the co-head of the London office.