Hello, I'm Heather H.
I am an accomplished C-level finance leader with over 20 years of experience across financial services, SaaS, and multiple tech-enabled sectors, spanning public companies, private enterprises, and startups. I excel at building scalable financial infrastructure, aligning strategy with business goals, and leading high-impact, cross-functional teams through every stage of growth—from inception to exit. My expertise encompasses data-driven decision-making, performance optimization, and strategic planning. Before founding Sapphire CFO Solutions, I was the CFO of AECIQ, a high-growth HRtech firm in the AEC space, and was instrumental in facilitating a successful exit to a strategic buyer. Previously, I served as Managing Director and CAO at InspereX Technologies, formed through the merger of Incapital and 280 CapMarkets—a fintech startup I co-founded and led as CFO and Head of HR, pioneering transparency in the bond market through data and technology. Earlier in my career, I held senior finance roles at PwC, UBS, Franklin Templeton, and WHV Investments. I currently serves on the boards of Third Economy, a leading ESG consulting firm, and its related company, VIA³, a sustainability-focused fintech startup. I am a licensed CPA (California) and a Chartered Global Management Accountant (CGMA). I hold a B.A. in Anthropology from Princeton University and an M.Sc. in Accountancy from San Diego State University.
Details
- LocationUnited States
- Years of Relevant Experience20+ years
- Seniority LevelC-Suite
- Highest Level of EducationMasters
Current / Most Recent Job Title
Founder & CEO of Sapphire CFO Solutions
Current / Most Recent Employment
Sapphire CFO Solutions provides fractional CFO services designed for high-growth companies that need financial leadership. We partner with founders, CEOs, and investors to deliver strategic insights, scalable systems, and financial clarity that empowers smarter decisions. With 20+ years of experience spanning startups, mid-market firms, and M&A transactions, we step in to serve as a trusted finance partner, connecting the dots between numbers, strategy, and execution.
Professional Membership / Certification
Certified Public Accountant (CPA), State of California Chartered Global Management Accountant (CGMA) California Society of Certified Public Accountants American Institute of Certified Public Accountants Series 27, Financial & Operations Principal Certification, FINRA
Skills
Critical Thinking · Strategic Financial Management · Regulatory Compliance · Financial Operations · Agile Methodologies · Project Management · Technology Platforms · Strategic Vision · Team Leadership · Microsoft Excel · Contract Negotiation · Recruiting · Capital Allocation · Hands-on Technical Leadership · Cash Management · Business Relationship Management · Cash Flow · Financial Metrics · Wealth Management Services · Financial Literacy · Public Speaking · Annual Budgeting · Quantitative Analytics · Software Business · Income Statements · Business Acumen · Leadership · Financial Management · Investor Presentations · Decision-Making · Communication · Capital Formation · Operations Management · Financial Regulations · Software as a Service (SaaS) · Information Technology · Human Resources (HR) · Business Planning · Accounting Standards · Financial Leadership · Key Performance Indicators · Strategic Thinking · Board Relations · Financial Statements · Tax Credits · Change Management · Auditing · Strategic Business Initiatives · Synergies · Investment Decisions · Entrepreneurship · Investor Relations · Rapid Growth · Negotiation · Balance Sheets · Executive Team · Talent Management · Problem Solving
Areas of Professional Interest
Fractional CFO services for growth companies in financial services, SaaS, and tech-enabled sectors.