Jerry Vance

Jerry is the Founder and Managing Partner of Preferred CFO, a fractional financial leadership firm mapping out strategic forecasting, capital raises, and growth scaling for mid-market companies. He tracks how financial metrics and unit economics evolve across diverse industries, writing and building long-term forecasting models for sectors ranging from SaaS and tech to healthcare and manufacturing. Through his outsourced financial operations, he helps organizations navigate complex capital structures and establish sustainable infrastructure.He has spent nearly three decades navigating corporate finance and accounting frameworks. Before launching Preferred CFO, he gained a multi-layered view of corporate capital by serving as the CFO and Controller for multiple public and private entities, including those with international subsidiaries. Backed by an accounting degree from the University of Utah and a history of securing hundreds of millions in debt and equity financing, he combines hands-on operational accounting with high-level capital strategy.