Delta CFO Advantage exists to support business owners when the stakes are high and the margin for error is small. We work alongside founders and leadership teams facing funding pressure, complex growth decisions, and moments where experience matters more than advice.
We don’t operate as distant consultants. We step in as true CFO partners, taking ownership of the financial strategy and execution required to move businesses forward with clarity, confidence, and control.
Financial decisions shape the future of a business. Our approach is grounded in objectivity, accountability, and real-world execution, especially when the pressure is on.
We pressure-test assumptions, challenge numbers, and focus on what’s defensible, not what’s hopeful. Clear decisions start with honest analysis.
Good ideas don’t move businesses forward. Follow-through does. We stay involved until strategies are implemented and outcomes are delivered.
We optimize for durability, not quick wins, helping owners build businesses that fund growth today and preserve value for tomorrow.
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Leo is a finance expert and strategic architect who transforms complex financial data into clear roadmaps for success. With a career spanning over forty years, Leo has refined a specialized modeling system that bridges the gap between internal operations and external financing—helping companies navigate their most challenging transitions.
Leo’s foundation as a CPA in audit, tax, and consulting provided him with a deep technical understanding of financial reporting. However, his true passion lies in forward-looking strategy. As a former CFO and the Co Founder of The Delta CFO Advantage, he has spent decades integrating accounting and tax knowledge with the real world behavior of operations. He specializes in turnarounds, high-stakes growth models, and acquisitions, creating models that are not just “reports,” but active management tools designed to improve profitability and cash flow.
What sets Leo apart is his ability to speak the “language of lenders.” By modeling the exact methods investors and institutions use to evaluate performance, he removes the guesswork from the financing process. Whether he is helping a distressed company get back on track or a growth-stage firm secure the capital needed to scale, Leo’s mission is to provide the financial clarity and strategic insight necessary to turn a vision into a measurable reality.
Keri is a financial strategist and operational architect who transforms fragmented business data into clear, high-performance roadmaps. With over 20 years of experience, Keri’s expertise goes far beyond traditional oversight; she bridges the gap between sophisticated financial modeling and the operational infrastructure that powers a business.
Keri’s foundation was built in the rigorous world of mutual fund and hedge fund management, where she consulted with the leadership of publicly traded companies to perform exhaustive financial evaluations. Today, she brings that institutional precision to Delta, where she takes a hands-on approach to the CFO role. By guiding system implementations and data integrations, she ensures that a company’s ERP and operational platforms are fully aligned to produce the deep-dive costing analyses and reporting needed for scale.
What sets Keri apart is her ability to turn “raw data” into an active management tool. By streamlining internal processes and aligning operating data with financial metrics, she identifies the friction points that stall growth and builds the reporting structures to eliminate them. Her mission is to provide the financial clarity and operational integrity necessary to transform a vision into a measurable, scalable reality.
Jeff is a growth-focused professional who specializes in the intersection of sales strategy and financial planning. With seven years of experience, he has built a career on a simple idea: that the best sales goals are the ones backed by a clear financial map.
Instead of relying on guesswork, Jeff uses numbers to find exactly where a business has the most room to grow. He takes the complexity out of financial data and turns it into straightforward, actionable plans for the entire organization, with a particular specialty in empowering sales teams to reach their full potential. By looking closely at what it actually costs to find new customers and what those relationships are worth over time, he helps companies build sales engines that aren’t just fast, but sustainable.
What truly defines Jeff’s work is his ability to make data feel human. He believes that spreadsheets should serve the people using them, not the other way around. Whether he is helping a startup find its footing or a seasoned team hit a new milestone, Jeff provides the clarity and confidence needed to turn big goals into a reality
Joe Zanette is an operational leader and growth specialist who focuses on two major levers of business: getting new customers and ensuring the operation can systematically handle consistent growth moving forward. Drawing on over a decade of leadership and his background as an agency founder, he knows that once the customer acquisition challenge is solved, the bottleneck inevitably shifts to operations.
While Joe revamps the sales and marketing engine to drive growth, he partners directly with teams at all levels to develop the systems required to sustain it. He focuses on building clear communication channels across the company, ensuring every team member knows exactly what winning looks like and how their work contributes to it. To amplify these results, Joe leverages cutting-edge AI and software as vital tools to empower the people behind the processes.
Joe measures his success by the long-term performance of the company after his work is finished. His goal is to leave behind a powerfully aligned organization that is fully equipped with the simple systems, communication habits, and scalable growth engines required to manage and adapt its own momentum long-term.
Data Analyst and Technology Strategist
Matt is a data analyst and technology strategist who specializes in transforming raw information into the high-impact metrics that drive modern business decisions. As a 2026 graduate of Penn State’s Supply Chain program, Matt bridges the gap between traditional data analysis and the next generation of AI-driven business intelligence.
Having served as an integral part of the Delta team for over two years, Matt has developed a hands-on understanding of how data flows through a growing company. He specializes in building the technical architecture—utilizing Power BI, Python, and VBA—that allows leadership to visualize performance in real time. What sets Matt apart is his ability to leverage AI and emerging technologies to streamline complex workflows, ensuring that data is not just collected, but utilized to its fullest potential.
Matt’s mission is to provide the technical precision and analytical clarity required to turn “big data” into actionable growth. By developing customized dashboards and automated reporting tools, he empowers companies to move away from guesswork and toward a future rooted in measurable, data-driven reality.
