John B.

Experience

• 

  DPL Financial Partners

  Chief Financial Officer

  Feb 2024 - Present

  DPL Financial Partners is the leading commission-free annuity marketplace bringing best-in-class solutions from the nation's top carriers to registered investment advisors (RIAs), their clients and consumers.

  • Lead finance function for a commission-free annuity marketplace serving RIAs and their clients.
  • Managed financial strategy supporting DPL’s proprietary tools and embedded technology.
  • Supported scaling to nearly $6B in annuity assets under administration.
  • Oversaw budgeting, forecasting and capital allocation to fund product and partnership expansion.
  • Partnered with Distribution and Product on integrations such as Orion Connect and the Annuity & Insurance Marketplace (AIM).
  • Helped launch Annuity Review and the DPL Life Desk to streamline legacy policy analysis and member policy reviews.
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  DPL Financial Partners

  Senior Vice President Finance

  Mar 2023 - Feb 2024

  • Directed finance operations and reporting for a platform connecting advisors to commission-free annuities.
  • Supported growth initiatives to help RIAs incorporate insurance and annuities into holistic planning.
  • Collaborated with product, compliance and sales to deliver compliant, fiduciary-focused implementations.
  • Helped scale membership and enterprise agreements to expand advisor access to fee-based insurance solutions.
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  Demeter Logistics

  VP of Finance & Strategy

  Jun 2022 - Feb 2023

  Demeter Logistics is a team of world-class agriculture, product and technology professionals. We came together with a mission to facilitate the next level of trading and logistics for our clients.

  • Led finance and strategic planning for a tech-enabled agriculture trading and logistics firm.
  • Built forecasting, KPIs and scenario models to optimize trading and logistics operations.
  • Aligned financial plans with product and technology roadmaps to support go-to-market priorities.
  • Supported hiring and operational scale across Louisville and New Orleans offices.
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  Champion Gaming

  Chief Financial Officer

  Sep 2021 - Jun 2022

  Empowering sports fans using the power of proprietary data, advanced analytics, and exclusive content from our brands EdjSports, Football Outsiders, and EdjVarsity.

  • Managed the finance function for a sports analytics and content group including EdjSports and Football Outsiders.
  • Oversaw financial planning, licensing and commercialization of proprietary sports data products.
  • Supported acquisitions and regulatory efforts, including obtaining a vendor sports betting license in Colorado.
  • Implemented controls and reporting across U.S. and Canadian operations to support growth.
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  EdjSports

  VP of Finance (Edj Companies)

  Feb 2018 - Sep 2021

  EdjSports empowers smarter decision-making with proven predictive and prescriptive analytical models and custom software solutions in the sports industry.

  • Directed finance for a premier sports data intelligence firm serving pro and college teams, media and bettors.
  • Managed budgeting, revenue recognition and monetization for predictive analytics and subscription products.
  • Supported product expansions such as EdjVarsity and strategic partnerships including Massey Ratings.
  • Led finance-side hiring and infrastructure investments at the Louisville headquarters.
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  Citizens Capital Markets and Advisory

  Vice President

  Aug 2017 - Feb 2018

  Citizens Capital Markets & Advisory is a fast-growing, full-service investment bank, enabling clients to make confident decisions in all market conditions.

  • Advised middle-market clients across M&A, capital markets and sector-focused transactions.
  • Supported deal execution spanning healthcare, fintech, logistics, software and human capital management.
  • Contributed to equity and debt financings, PIPEs, follow-ons and convertible offerings.
  • Delivered sector insights and thought leadership on digital assets, cybersecurity, HR tech and consumer markets.
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  DH Capital, LLC

  Associate

  Apr 2013 - Jul 2017

  • Executed financial modeling and due diligence supporting M&A and capital markets assignments.
  • Prepared valuation analyses, transaction materials and client pitchbooks for middle-market deals.
  • Coordinated cross-functional teams to support transaction execution and client outreach.
  • Conducted sector research and prepared materials to inform investment and financing recommendations.
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  Deloitte

  Audit Senior Assistant

  Sep 2011 - Apr 2013

  Professionals in independent firms throughout the world collaborate to provide audit and assurance, consulting, financial advisory, risk advisory, tax and related services.

  • Performed audit and assurance procedures for clients across multiple industries.
  • Prepared financial statements, workpapers and supported SOX and internal control testing.
  • Collaborated with cross-functional teams to deliver tax, risk and consulting insights to clients.
  • Supported embedding DEI principles and the Equity Activation Model into client engagements where applicable.