Chad Sinclair in

Chad Sinclair

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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

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Communication Style
Decision Approach
Work Preference

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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

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Education
Bachelor of Science - BS
Oxford Brookes University
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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