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Erin Lavelle, Cpa, Cfa profile image

Erin Lavelle, Cpa, Cfa

Chief Operating Officer & Chief Financial Officer at Flight Deck Capital
Intro Book
Experienced finance professional with MBA, CPA, and CFA credentials.
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Location
San Francisco, California, United States, US
Languages
  • English Native or bilingual proficiency
  • Spanish Limited working proficiency
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Bio

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Erin Lavelle is a seasoned finance professional with 15+ years of experience in financial leadership, accounting, and investment analysis. She holds a Master of Business Administration (MBA) from the University of Pennsylvania and a BA with Honors in Accounting & Information Technology from the University of Massachusetts, Amherst. Erin is a Certified Public Accountant (CPA) and a Chartered Financial Analyst (CFA), with expertise in financial planning, risk management, and investment strategy.

Credentials

  • Certified Public Accountant (CPA)
    California Board of Accountancy
  • Chartered Financial Analyst (CFA)
    CFA Institute

Experience

  • Flight Deck Capital
    • San Francisco Bay Area
    • Chief Operating Officer & Chief Financial Officer
      • Aug 2020 - Present
      • San Francisco Bay Area

  • Tenzing Global Investors
    • San Francisco Bay Area
    • Chief Financial Officer
      • Aug 2019 - Aug 2020
      • San Francisco Bay Area

  • Dalton Investments
    • Santa Monica
    • Chief Financial Officer
      • Sep 2010 - Aug 2019
      • Santa Monica

      As a member of the senior leadership team I led the finance and operations teams at Dalton including trade execution, trade settlement, accounting, risk management, information technology, legal, compliance, and client service.

  • Colony Capital
    • Santa Monica
    • Accounting Manager
      • May 2008 - Sep 2010
      • Santa Monica

      Established the operational infrastructure of Colony's first debt fund and underlying investments, including the firm’s FDIC TARP loan pool acquisition.

  • KPMG Audit
    • Boston and Los Angeles
    • Senior Associate
      • Jan 2006 - May 2008
      • Boston and Los Angeles

      Conducted year-end substantive and internal control audits for global private and public investment companies specializing in private equity, hedge funds, broker dealers and mutual funds.

Education

  • 2014 - 2016
    University of Pennsylvania - The Wharton School
    Master of Business Administration (MBA)
  • University of Massachusetts, Amherst
    BA with Honors, Accounting & Information Technology
  • American School of Warsaw
    International Baccalaureate

Suggested Services

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Industry Focus. “Financial Services”

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