John Waterman, CFO/CMO

Professional Overview

John Waterman is an accomplished finance and marketing executive with extensive experience across a diverse range of industries. As the Managing Partner at NavWise, the Managing Director at BEST CFOs, and the CFO/CMO at Med Business Advisors, he leverages his multifaceted expertise to drive strategic growth and operational excellence for his clients.

Experience Summary

Current Roles

Managing Partner, NavWise (2024-11-01 to Present)

• Responsible for overall business strategy, financial management, and client service delivery

• Specializes in providing CFO and CMO advisory services to small and medium-sized businesses

Managing Director, BEST CFOs (2017-05-01 to Present)

• Leads a team of seasoned CFOs in providing fractional CFO services to clients

• Helps organizations optimize their financial operations and drive sustainable growth

CFO/CMO, Med Business Advisors (2009-07-01 to Present)

• Oversees all financial and marketing functions for this healthcare-focused advisory firm

• Spearheads strategic initiatives to expand the company's reach and service offerings

CFO/CSO, Med Business Advisors (2013-09-01 to Present)

• Responsible for the development and implementation of the firm's sales and client acquisition strategies

• Collaborates closely with the leadership team to ensure alignment between financial, marketing, and sales objectives

Career Progression

Prior to his current roles, John held various leadership positions in the finance, marketing, and media industries, including:

• Publisher at Florida Specifier (2021-02-01 to 2023-05-01)

• Regional Director/Partner at The CFO Center Limited (2016-07-01 to 2019-06-01)

• CFO/Line Producer/UPM at Choosing to Fly, Gun's Point, and "Boston Girls" (2007-08-01 to 2008-12-01)

• CFO/CMO at Odd Man Out Productions (2005-10-01 to 2009-07-01)

• Producer/Director at My Glass Odyssey (2004-02-01 to 2008-04-01)

• Director, Marketing & International Relations - Asia at Johnson & Wales University (2001-03-01 to 2004-11-01)

• President at REDONE: Real Estate Development of New England (2001-03-01 to 2007-08-01)

• Director, Marketing & Business Development at MachineSmart.com (2000-06-01 to 2001-03-01)

• VP, Chief Financial Officer at CMG Communications (1997-05-01 to 2000-05-01)

• Project Lead at Energy Technology and Environment Center (1996-09-01 to 1997-08-01)

Academic Background

John holds an MBA from Tulane University, where he honed his expertise in financial management, strategic planning, and organizational leadership.

Areas of Expertise

• Financial management and strategic planning

• Marketing strategy and execution

• Business development and client acquisition

• Operational optimization and process improvement

• Cross-functional team leadership and collaboration

Professional Impact

Throughout his career, John has made significant contributions to the organizations he has served, driving measurable improvements in financial performance, operational efficiency, and market positioning. His ability to integrate finance, marketing, and sales strategies has proven invaluable in helping his clients achieve their growth and profitability goals.

Conclusion

With his diverse background, exceptional leadership skills, and unwavering commitment to excellence, John Waterman is a trusted advisor and strategic partner to businesses across multiple industries. As he continues to expand his impact through his current roles, he remains focused on delivering innovative solutions that empower his clients to thrive in the dynamic and competitive business landscape.