Chad Sinclair in

Chad Sinclair

Energizer · DISC type I
Founder – Chief Financial Officer at OurCFO
📍 Newport Beach, California, United States

Chad Sinclair is a finance executive and founder of OurCFO, specializing in scalable growth and financial transformation. A graduate of Oxford Brookes University and a CPA, he has a background in M&A at Deloitte and has raised over $450M in financing. He also serves as an Adjunct Professor of Investments.

In addition to his fractional CFO work, Chad is an Adjunct Professor of Investments at Vanguard University of Southern California.

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Experience
10 Years
Current Role
Founder – Chief Financial Officer
Job Level
Leadership
Location
Newport Beach, California, United States
Personality Overview

How Chad shows up

Believer
Informal
Relationship Oriented

Unlike C or D types, they are vocal with their opinions but not so much with their questions. They excel at seeing the bigger picture, and the long-term impact of their decisions. They are people oriented, friendly and like creating new connections.

Priorities

Topics Chad cares about

Mergers & Acquisitions
Managed M&A transaction services at Deloitte and executed strategic acquisitions as CFO at Trilogy Financial, expanding assets under management by over $350M.
Scalable Growth
Has a track record of scaling organizations from 20 to over 1, 000 employees and increasing quarterly revenue by more than 35% in previous CFO roles.
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Career

Work history

3-2022
Founder – Chief Financial Officer
OurCFO
3-2022
Founder
Hourli
10-2019 - 6-2022
Chief Financial Officer
Trilogy Financial
3-2018 - 10-2019
Chief Financial Officer
EP Wealth Advisors
1-2015 - 3-2018
Mergers, Acquisitions & Divestitures Manager
Deloitte
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
Bachelor of Science - BS
Oxford Brookes University
Social presence
in
Behavioral profile

DISC profile (public)

I

Influence (I)

Influence (I) reflects the degree to which a person prefers to work by influencing or persuading others. Those scoring high tend to be people oriented, motivated by social recognition and building relationships.

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