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

David Baumgartner

David Baumgartner


CFO
Head CFO Coach

Columbus Metro
About

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.

Get to know David’s other interests

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

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.

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.

At FocusCFO, we help you direct your financial strategy and achieve your goals, giving you the freedom to change your life.

FocusCFO provides expert to help entrepreneurs like you overcome these obstacles and achieve sustainable, transferable business value.

Our fractional CFOs provide the expertise of a full-time CFO at a fraction of the cost, with the flexibility to scale your support as needed. You will gain a clear understanding of your financial performance, streamline your operations, and develop a strategic roadmap for success.
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Part of Your Team

Our experienced CFOs become an embedded part of your leadership team, providing strategic financial guidance to drive growth and profitability
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C-Level Experience

Benefit from the insights of seasoned financial executives who have decades of experience working in industry, not just for it, as financial executives and entrepreneurs.
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Team Approach

Leverage the collective wisdom of our collaborative team of CFOs - decades of expertise and best practices derived from a culture of collaboration and teamwork.

THE VALUE PYRAMID PROCESS

Guiding entrepreneurs on the climb to building sustainable, transferable business value

Our fractional CFOs provide the expertise of a full-time CFO at a fraction of the cost, with the flexibility to scale your support as needed. You will gain a clear understanding of your financial performance, streamline your operations, and develop a strategic roadmap for success.

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value

Succession or Exit
Readiness & Attractiveness
Price/Multiple
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growth

Planning
Risk
Revenue
Operating Rhythm
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Health

Budgeting & Forecasting
Production & Operations
Banking & Capital
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Foundation

Accounting Systems
Cash Flow Forecasting
Policies & Processes
Advisor Coordination
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value

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growth

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Health

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Foundation

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