LinkedInDavid Stern

David Stern

Entrepreneurial CFO and operations expertise for start-ups, small- and medium-sized businesses.

San Francisco Bay Area
Financial Services
  1. Greenberg Brand Strategy,
  2. David Stern CFO,
  3. 1 Columbia Design
  1. Henry C. Levy & Company CPAs,
  2. Small Business Logic,
  3. Smith Grant & Kliegman CPAs
  1. University of California, Berkeley
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Greenberg Brand Strategy

Greenberg Brand Strategy


– Present

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Financial and operational leader that helps turn entrepreneurial energy into profitable growth. Takes a disciplined, thoughtful but dynamic approach to analysis, planning, back-end systems, and keeping stakeholders aligned in the pursuit of ever-better performance.

Hands-on experience with 200+ companies. Most passionate about companies that care about doing a great job for customers, running a tight ship, and treating stakeholders as partners in pursuit of a mission. Radical transparency welcomed.

* Profit and cash flow optimization; cost control; financial analysis, planning and modeling; budgets; debt financing; financial education/open book management; monthly close cycle; financial statement preparation, revenue recognition, tax compliance; shareholder wealth creation

* Team leadership (experience running up to 12-person team)

* Business and strategic planning

* International subsidiary and vendor relationships

* Risk Management: contracts, compliance, and internal processes

* Human Resources: PEOs, compensation plans, org chart development, staff development

* NetSuite-OneWorld, QuickBooks, Excel, Mac/PC, MS Office, Google Apps for Business, SmartSheet and other SaaS.



Greenberg Brand Strategy
– Present (3 years 6 months)Emeryville, California

Greenberg is a strategic consultancy integrating research, design, and patterns thinking to help businesses transform and grow. We work with some of the world’s most respected brands, building insight-based strategy, design-led narrative and activation tools that help companies change and transform. These include Chipotle, CNBC, Dell, Intel, Microsoft, Nike, Starbucks, Sony, and US Bank.

At various times since the late 1990's, helped the company grow its capacity to serve clients: adding offerings (from pure Qual to a mix of Qual, humanQuant, design, and video), regional presence (Singapore office), and internal client service teams to handle larger, more complex, and higher impact client initiatives.

Consulting CFO

David Stern CFO
– Present (5 years 11 months)

Outsource CFO to small- and medium-sized businesses.

Business Manager

1 Columbia Design
– Present (13 years 11 months)San Francisco Bay Area

1 Columbia Design is an interior design and space planning firm that works with single family residential, multi-unit apartment, and light commercial clients in the S.F. Bay Area and Los Angeles areas.

Consulting CFO

Adeline Yoga Studio
– Present (2 years)Berkeley, California

Volunteer financial advisor at this wonderful "one room schoolhouse" Iyengar yoga studio. I consult with the Studio's Director on matters pertaining to financial analysis, planning, and accounting, as well as the Studio's overall business plan.

Consulting CFO

Henry C. Levy & Company CPAs
(1 year 2 months)

As a CFO Consultant at this 12-person CPA firm, responsible for all facets of client management of small business clients: business development, goal setting, accounting systems oversight, financial analysis and planning, coordination with tax department.

Consulting CFO & Accounting Services

Small Business Logic
(6 years 11 months)

This eight-person boutique financial services company provided small business CFO and QuickBooks / accounting services to clients in a range of industries.

CFO Consultant

Smith Grant & Kliegman CPAs
(2 years 1 month)

As a CFO Consultant at this eight-person CPA firm, responsible for all facets of client management for small business clients: business development, goal setting, accounting systems oversight, financial analysis and planning, coordination with tax department.

Financial Consultant & Accounting Services

Bookkeeping Plus
(2 years 1 month)

Provided bookkeeping and financial management services to help small business owners improve their financial performance.

Special Services

Home Depot
(1 year 1 month)

Staffed the Special Services desk: custom orders for building materials and contractor services.

Northern California Manager

Appliance Recycling Centers of America
(2 years)

Opened and managed the Northern California division of this national appliance repair, reuse, and recycling company. Revenue streams included retail appliance sales, scrap metal sales, and public utility service contracts for hazardous waste removal and safe disposal.

Manager of Information Services

Urban Ore
(2 years)

Volunteer Experience & Causes

Financial Advisor

Adeline Yoga Studio
– Present (2 years)Health

High quality Iyengar yoga instruction and community in the East Bay.

Business Finance Instructor

Renaissance Entrepreneurship Center
(3 years)Economic Empowerment

Small business development center.

Opportunities David is looking for:

Causes David cares about:

  • Arts and Culture
  • Economic Empowerment
  • Education
  • Environment
  • Poverty Alleviation

Organizations David supports:


  • Budgets
  • Financial Analysis
  • Small Business
  • Marketing
  • Finance
  • Start-ups
  • QuickBooks
  • Strategic Planning
  • Business Strategy
  • Analysis
  • Business Development
  • Financial Modeling
  • Market Research
  • Microsoft Excel
  • Consulting
  • Project Management
  • Non-profits
  • Marketing Strategy
  • NetSuite
  • Operations Management
  • Human Resources
  • Start-up Consulting
  • Small Business...
  • Risk Management
  • Insurance
  • Business Tax Planning
  • Small Business Tax
  • NetSuite OneWorld
  • PEO
  • Compliance Management
  • Cash Flow
  • Open Book Management
  • Compensation & Benefits
  • Compensation Planning
  • Microsoft Office
  • Google Docs
  • Insperity PEO
  • TriNet PEO
  • Time Management
  • Team Management
  • Elimco Accounting
  • Intercompany...
  • Profit Maximization
  • Profit & Loss Management
  • See 29+  See less


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