Jess Schulman, Chief Financial Officer

Professional Overview

Jess Schulman is a seasoned financial executive with over 15 years of experience in the lending and payments industries. As the Chief Financial Officer of Bluebird Lending and the Founder & President of CLAY Payments, Jess brings a unique blend of strategic financial management, operational expertise, and entrepreneurial drive to her roles.

Experience Summary

Current Roles

Chief Financial Officer, Bluebird Lending (2024-01-01 to Present)

Responsible for overseeing all financial operations, including budgeting, forecasting, and reporting

Spearheaded the implementation of advanced financial analytics and risk management strategies, driving significant improvements in profitability and operational efficiency

Played a key role in securing strategic partnerships and securing additional funding to fuel the company's growth

Founder & President, CLAY Payments (2021-01-01 to Present)

Founded a innovative payment processing startup, CLAY Payments, and has led the company's strategic direction and operational execution

Developed and implemented a robust financial management framework, ensuring the company's financial stability and growth

Leveraged industry expertise to identify and capitalize on emerging market opportunities, positioning CLAY Payments as a disruptive player in the payments landscape

Career Progression

Chief Financial Officer, Bluebird Lending (2023-07-01 to 2024-01-01)

Served as the Chief Financial Officer, overseeing the company's financial operations and strategic planning

Chief Financial Officer, Catalyst Experiential (2022-01-01 to 2023-01-01)

Played a pivotal role in restructuring the company's financial processes, improving cash flow management, and driving cost optimization initiatives

SVP, Finance & Strategy, The Inside (2021-01-01 to 2022-01-01)

Provided strategic financial leadership, contributing to the company's growth and profitability

Executive Vice President & Chief Financial Officer, PRB SLVD (2020-01-01 to 2020-01-01)

Oversaw all financial operations, including financial reporting, budgeting, and risk management

Vice President of Investment, Belgravia Management, LP (2015-01-01 to 2020-01-01)

Responsible for portfolio management, investment analysis, and asset allocation strategies

Academic Background

Jess holds a Bachelor of Science in Finance from the University of Pennsylvania, where she graduated with honors.

Areas of Expertise

Financial planning and analysis

Strategic financial management

Operational efficiency optimization

Risk management and compliance

Mergers and acquisitions

Fundraising and investor relations

Entrepreneurial leadership

Professional Impact

Spearheaded the implementation of advanced financial analytics and risk management strategies at Bluebird Lending, driving significant improvements in profitability and operational efficiency

Developed and implemented a robust financial management framework at CLAY Payments, ensuring the company's financial stability and growth

Played a key role in securing strategic partnerships and additional funding to fuel the company's growth

Conclusion

Jess Schulman is a highly accomplished financial executive with a proven track record of driving operational excellence, strategic growth, and financial stability in the lending and payments industries. Her deep expertise, entrepreneurial mindset, and collaborative leadership style position her as a valuable asset to organizations seeking to navigate complex financial landscapes and capitalize on emerging market opportunities.