• Accounting Systems
  • Cash Flow Processes
  • Advisor Coordination
  • Budgeting & Forecasting
  • Production & Operations
  • Banking & Capital
  • Strategic Financial Planning
  • Risk Assessments
  • Revenue
  • Operating Rhythm
  • Succession or Exit Planning
  • Readiness & Attractiveness
  • Price/Multiple

David Baumgartner

  • CFO
  • Columbus Metro

David has over 25 years of experience in financial management roles across a diverse range of industries. His experience includes working with business owners and executive teams to develop strategy, drive growth, and improve financial performance. This experience is supported by a solid background in financial management fundamentals, including accounting, budgeting & forecasting, contracts, process improvement, financial systems, and tax strategy.

Before FocusCFO

David served as Vice President – Finance, Corporate Controller, and Chief Accounting Officer and other senior financial roles at Thirty-One Gifts, a privately-held direct selling retailer; WIL Research, a private equity owned contract research laboratory; and in the audit practice at Ernst & Young.

    Other Interests

    • Favorite Activities:  The great outdoors! Love to run, hike, camp, bike
    • Favorite Vacation:  Yosemite National Park
    • What are you passionate about?  Mentoring and helping other people grow
    • What is at the top of your “bucket list”?   World travel and learning multiple languages

What attracted you
to FocusCFO?

I was drawn to FocusCFO by the company’s core values, its well-developed and proven business model for serving small business clients, and the opportunity for me to continue my own growth in a supportive environment with many great resources, mentors and peers.

Curated insights by David Baumgartner