Lance Baker

Lance Baker - CFO & DirectorCFO & Director

  • Scale Finance, LLC Research Triangle Park, NC: CFO (2017—Present)—Providing part-time and project based CFO services to multiple clients in various industries
    • Clean Design, Inc., Raleigh, NC: CFO (2017—Present)—CFO for integrated branding agency, providing fractional CFO services.
  • Hatteras Funds, LP, Raleigh, NC: CFO (2008—Present)—Chief Financial Officer for registered investment advisor.
    • Managed financial and accounting functions. Key focus areas included budgeting and forecasting, cash management, and internal and external reporting.
    • Key member of management that assisted in the acquisitions and integration of other investment advisors and the sale of the Company and subsequent repurchase through a management buy-out.
    • Experienced in assessing business processes and internal controls and implementing business enhancement processes, including SOX compliant procedures.
  • Smith Breeden Associates, Chapel Hill, NC—Controller, (2003—2006); Vice President of Portfolio Accounting, Fund Administration and Performance Reporting (2006 – 2007)— Responsible for all financial statement preparation, including footnotes and disclosures for firm’s alternative investment vehicles. Became well versed in accounting standard for investment advisory firms.
  • BDO, Greensboro, NC: Senior Accountant, (1994 – 1999)—Responsible for managing all responsibilities of audit & tax engagements across multiple industries.
  • University of North Carolina at Chapel Hill, Kenan-Flagler School of Business, Masters of Accounting, Bachelors of Science Business Administration 1990—1994