Are you are looking for a strong leader in finance? BVI Venture Services is here to help. BVI’s experienced professionals fulfill instrumental financial functions, provide careful analysis of business issues at all levels and add value to your operations.
David A. Buckel, CFO & Managing Director
Dave is President & CFO of BVI Venture Services. His extensive finance and leadership background includes public and private Board of Director roles. He has chaired and been a key member of both the audit and compensation committees for numerous public companies. His bottom-line focus in the areas of corporate strategizing, financial management, forecasting / budgeting, growth expansion, financial compliance, investor relations and financial compliance skills have proven him to be a valuable resource for a multitude of companies and corporations. Dave’s drive for operational efficiency coupled with his genuine interest in helping people and companies thrive, led him to founding BVI Venture Services.
Throughout Dave’s career at pre-revenue start-up, revenue based start-up and longstanding companies, Dave has developed hands-on experience in creating accounting and control systems and processes, financial statements, business development, robust financial forecasting, capital markets and debt financing, managing operations, communication with board of director and investors, financial and operating metrics, dashboards, cash flow forecast, budget processes, trend analysis and dealing with auditors.
Dave also has extensive experience with SEC reporting companies, Sarbanes-Oxley compliance, deal structure and investor presentations, investor relations management, both buy side and sell side M&A, including developing business cases, financial forecasting and the capital markets. He has presented in Europe and worked with foreign entities.
Dave is a Certified Management Accountant with an MBA in Operations Management and Finance from Syracuse University and a BS in Accounting from New York’s Canisius College.
Why go it alone? Whatever your venture, let our expert executive services add value, expediency and effectiveness to getting there.
Across Helene’s career in Accounting, she has served in many leadership roles including CFO and director level roles in the insurance industry. Prior to that, she managed CPA teams at Ernst & Young and Deloitte & Touche. Today, Helene applies her financial consulting and CFO skills to help our customers in her many areas of expertise, including: Executive Financial Management, Insurance, Internal Audits, Corporate Strategy, Revitalization & Turnaround, Enterprise Risk Management (ERM), Growth and Market Development, Organizational Structure, Leadership Development, Mergers & Acquisitions, System Conversions, Performance Improvement, Captives and Startups. Helene is a Certified Public Accountant (Florida) and holds a Bachelors in Accounting from the University of Florida.
Recruiting & Placement Associate
Angela Bernard (``Ang``) is the founder and CEO of Stocker & Associates (``Stocker``). Ang started the firm in 2014 because she saw an opportunity to serve area businesses better. She noticed that so many businesses forget the human element as they carry out their day to day operations. Stocker & Associates was born with the promise to never stray away from what really matters: people. After all, people are the heartbeat of a firm. Under Ang's steadfast leadership, Stocker helps organizations find the people that they need to thrive. Her career has spanned multiple industries and she has assumed greater levels of responsibility along her path, to include the Director level. With a Bachelor's degree in Public Relations and the breadth of her experience as her foundation, Ang was well poised to start this enterprise and remains wholly able to lead Stocker as it evolves. Ang is an entrepreneur at heart and truly understands business and staffing. Deeply involved in her community, Ang is on the Board of Directors for Synapse House and supports many other local worthy causes. Both Ang and Stocker pledge to bring consistently positive value to the community at large, both via charitable giving and overall business operations.
In concert with Bridget, Principal at media-ecology , we provide project-based, short-term and long-term consulting and contracting solutions for all of your organization's learning and development needs. Our capabilities include strategic alignment of corporate training initiatives and learning content creation tailored to your company, brands, culture and employees. Bridget brings business strategy, instructional design needs analysis techniques and operational leadership from 15 years of industry experience developing multi-award winning innovative, video-rich, web and mobile enabled learning solutions. Cambridge Alumna, she served as Director, eLearning & Business Development, Interim Director - Marketing, at one of the nation’s top tier research universities - and the 9th largest university in the nation, the University of South Florida (2007 – 2013). Bridget has direct experience with tech start-ups to Fortune 500 companies and in managing a customer base and C-level business portfolios and projects internationally.
CMO / CCO Associate
Jeff strategically employs a dynamic workforce of the best creative talent sourced through his 18 years in the industry and selects those specialists based on the requirements and scope of each project or campaign. As a successful leader of creative teams in corporate and agency roles, he is skilled at assessing the marketing and promotional needs of clients, developing effective strategies and leading projects that have vision to earn brand and sales results. From Fortune 500 beverage-alcohol and hospitality clients to multinational consumer packaged goods, food & beverage and pharmaceutical companies, the scope of his experience across a wide array of industries and organizational structures results in an acute understanding of client needs. Partnering with clients and embedding teams within their organizations results in rapid start-up, thorough understanding, accurate analysis, effective tactics and breakthrough creative results, regardless of the media or mode of communication. A University of Minnesota Business alumnus with a minor in Journalism, Jeff continues to innovate his knowledge to capitalize on the ever-evolving ways we successfully communicate with consumers.
We are a nimble, cost-effective network of associates. We put clients first and complete projects quickly. Our promise to customers is an honest assessment of the situation with solutions that will enable your problems to be fixed and for you to continue to grow. We also work hard at training others so you won’t need to rely on us throughout your growth process, but we will always be there when you need us. Some competitors try to turn their work into an annuity meaning they never leave. We do our job, step aside and remain available as you may need.
I had the pleasure of engaging Dave on several strategic initiatives. His careful analysis of complex business issues in conjunction with straight talk and executable objectives led to a very successful outcome. Dave has an exceptional finance background, backed by a terrific understanding of accounting. His knowledge of business and his breadth of industry exposure make him an excellent advisory specialist.