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Jerry Vance

CEO & Managing Partner

  801.804.5800 x3

  jerry@preferredcfo.com

  LinkedIn

Jerry Vance is the founder and managing partner of Preferred CFO. With over 15 years of experience providing CFO consulting services to over 300 organizations, and 28 years in the financial industry, Jerry is one of the most experienced outsourced CFOs in the United States.

Jerry Vance has prepared over 300 long-term forecasts for a wide range of industries, including SaaS and software, healthcare and pharmaceutical companies, hardware and construction, movie production, restaurants, education, direct sales, private equities, and more. Jerry has been instrumental in securing hundreds of millions of dollarsof debt and equity financing, and has been integral to advising hundreds of companies in sustainable long-term growth.

Prior to specializing as a CFO Consultant, Jerry served as CFO and Controller for a number of public and private companies, some with international subsidiaries.

Jerry is a graduate from the University of Utah. He enjoys serving as a mentor to early-stage companies and is an active angel investor.

Industry Experience

  • SaaS
  • Software
  • Healthcare
  • Pharmaceuticals
  • Hardware
  • Construction
  • Movie Production
  • Restaurant
  • Education
  • Direct Sales
  • Private Equities

Areas of Expertise

  • Long-Term Forecasting
  • Equity Fundraising
  • Cash Flow Diagnosis & Solutions
  • Actual to Budget Analysis
  • Strategic Advisement

Notable Achievements

  • Board of Trustees for Wayne Brown Institute
  • Active Angel Investor
  • Mentor for Companies Seeking Capital
  • Assisted in Raising Hundreds of Millions of Dollars of Financing for Hundreds of Companies

Education

  • University of Utah

Explore Jerry Vance's Key Services

Recent News & Articles By Jerry Vance

Financial Expert Roles & Responsibilities in 2026
Financial decisions being made in a row of computers from Preferred CFO

Financial Expert Roles & Responsibilities in 2026

Jul 6, 2026 7:30:00 AM 6 min read
Business Expansion Financing & How to Grow Without Losing Control
Growth data with funding numbers on laptop from Preferred CFO

Business Expansion Financing & How to Grow Without Losing Control

Jun 30, 2026 1:15:00 PM 8 min read
10 Steps to Prepare for Raising Capital in 2026
Fundraising in 2026 for business

10 Steps to Prepare for Raising Capital in 2026

Jun 24, 2026 8:00:00 AM 7 min read