Jerry Leonard
30+
Years Financial Leadership
$90B
AUM Oversight at Voya
Big 4
PwC · Arthur Andersen
Nasdaq
Public Company CFO
Board Director & Financial Executive
Seasoned financial executive built for the boardroom.
Jerry Leonard is a CPA, MBA, and CGMA with more than three decades of financial leadership spanning Big 4 audit, global corporate finance, investment management, and public company CFO roles. His career reflects a deliberate progression from technical rigor to enterprise-level governance.
As CFO of VSee Health, Inc. (Nasdaq: VSEE), Jerry led a full SPAC lifecycle — from merger through Nasdaq listing, SEC registration, capital raises, and ongoing public company financial reporting. Prior to that, he served as VP of Finance at Voya Investment Management, overseeing finance functions for a firm managing approximately $90 billion in assets under management.
His earlier career included global corporate audit leadership at IBM across the U.S., Asia Pacific, and Europe, and audit engagements at PricewaterhouseCoopers and Arthur Andersen. He holds an MBA from Emory University's Goizueta Business School.
Today, as Founder & CEO of ClearBridgeCFO, Jerry provides fractional CFO and financial transformation services to mid-market healthcare, telehealth, and SaaS companies — bringing board-caliber financial discipline to growth-stage organizations.
Core Competencies
What I bring to every board seat.
Effective board service demands executives who can translate financial complexity into governance clarity. My expertise spans the full spectrum of what audit committees and boards require.
⚖️
Audit Committee Readiness
Deep familiarity with PCAOB standards, internal controls, risk oversight, and the auditor relationship — built through Big 4 training and public company CFO experience.
📊
SEC Financial Reporting
Hands-on experience preparing and filing 10-Ks, 10-Qs, 8-Ks, proxy statements, and S-1/S-4 registration documents with the SEC across complex multi-entity structures.
🏥
Healthcare & Technology
Sector-specific expertise in telehealth, digital health, and SaaS — including revenue recognition, ASC 842 lease accounting, and CECL implementation.
💰
Capital Markets & M&A
Managed SPAC transactions, Nasdaq listing requirements, capital raises, warrant analysis, and divestiture significance testing under SEC rules.
🌐
Global Operations
Led corporate audit and finance functions across the U.S., Asia Pacific, and Europe at IBM — providing multi-currency, multi-jurisdiction governance perspective.
🔄
Financial Transformation
Proven ability to modernize finance functions — ERP transitions, automation implementation, and building institutional-grade reporting for scaling companies.
Board Director Value
Why boards benefit from this seat.
Boards seeking financial expertise, governance rigor, and executive accountability will find in Jerry Leonard a director who has been on both sides of the boardroom table.
Public Company Fluency
As a Nasdaq CFO, I navigated every dimension of public company governance — SEC reporting, investor relations, Sarbanes-Oxley compliance, and earnings communication. I understand what boards need because I have delivered it to them.
Audit Committee Expertise
My Big 4 foundation and decades of financial leadership position me to lead or serve on audit committees with deep credibility — evaluating external auditors, overseeing internal controls, and assessing financial risk with precision.
Industry Sector Depth
Healthcare, telehealth, SaaS, financial services, and technology — I bring vertical expertise that allows boards to move faster and with greater confidence on sector-specific strategy, risk, and regulatory matters.
Transformation Experience
Boards governing companies in transition — through capital raises, M&A, restructuring, or scale — benefit from an executive who has led through each of these inflection points and emerged with measurable results.
Committee Interests
Where I contribute most.
-
Audit Committee
-
Finance Committee
-
Risk & Compliance Committee
-
Compensation Committee
-
Technology Committee
-
Investment Committee