Leadership Team

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VITO BZDEL, CPA
Senior Partner

Vito is dedicated to helping clients derive maximum value from their technology investments. He provides a strategic yet practical perspective for clients seeking to implement solutions for budgeting and financial consolidations.

Prior to founding CFO Solutions, Vito was SVP/CFO of Zurich Financial Services, VP/Controller for Texaco’s Bermuda operations, and Audit Manager for Arthur Andersen. He has an Accounting degree from UMass, an MBA from the Isenberg School of Management at UMass, and is a Certified Public Accountant.

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JON COPPI
Senior Partner

Jon is driven to help our clients break down barriers to effective business intelligence by finding solutions for complex data modeling and integrations. He assists clients with finding the right technology to suit the business need and is engaged in thoughtful dialog with end users to enhance adoption of new technologies.

Prior to joining CFO Solutions, Jon had a legacy of management consulting and advisory services with American Express, BearingPoint, PWC and Arthur Andersen. Jon has an Accounting degree from Bentley University.

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SEAN SOUZA
Senior Partner

Sean is passionate about integrating technology-based solutions with functional process optimization to enhance the finance function. He combines technology, process and project management expertise with broad finance experience to implement best practice solutions in complex, global environments.

Prior to founding CFO Solutions, Sean provided auditing and consulting services with Arthur Andersen. Sean has an Accounting degree from Babson College.

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BART SCOTT
Senior Partner

Bart is disciplined in establishing the underlying structures that support end-to-end business intelligence solutions. From sizing and planning infrastructure to implementing integrations and data staging, Bart helps clients create the right technology framework to deliver information across the organization.

Prior to founding CFO Solutions, Bart managed engagements for Comshare and Geac and was IT Director for Lender’s Services Corporation. Bart has a Computer Science degree from the University of Pittsburgh.

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JENNIFER BUCHANAN
Senior Manager

Multi-disciplined in a broad set of EPM tools, Jennifer focuses on helping our clients establish a strategic plan for executing performance management solutions. She guides clients through prioritizing goals and gaining consensus on organizational change. Jennifer leads our Infor Practice.

In prior roles at BearingPoint and Baker Tilly, she implemented solutions for BI, data warehousing, budgeting, planning and forecasting, and ERP. She has an Accounting degree from Oakland University.

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JENNIFER HORTZ, PMP
Senior Manager

Tactical and methodical, Jennifer helps clients execute their vision. Jennifer draws from her prior experience as a client implementing an EPM solution to empathize with the challenges and goals our clients seek to resolve. Jennifer leads our Host Analytics Practice.

Prior to joining CFO Solutions, Jennifer had more than 20 years’ experience in Corporate Finance with Fortune 500 companies. Jennifer has a Finance degree from Miami University.

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SHAUN ZELDES
Senior Manager

With more than a decade dedicated to Oracle EPM solutions, Shaun delivers on all aspects of solution delivery. He specializes in data modeling, architecture and data management for both consolidation and budgeting solutions. Shaun leads our Oracle Practice.

Prior to joining CFO Solutions, Shaun delivered Oracle-Hyperion solutions for Deloitte’s global clients. Shaun has a Management Information Systems degree from Oakland University.

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