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Brian Kostka, CFA, FPAC

Founder & President. 25+ years of finance leadership across Wall Street equity research, $3B-to-$15B AUM growth as a named partner at a boutique institutional equity asset manager, and CFO/COO operating seats — plus ~10 years building AI-driven finance and bookkeeping across three founded or co-founded ventures.

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About the founder

The double resume

Brian Kostka built Catalyst CFO Advisors on a 25+ year career that braids Wall Street equity research, asset management, and hands-on CFO/COO operating leadership. He helped grow a boutique institutional long/short equity asset manager from $3B to $15B in AUM as the firm's youngest named partner, then deliberately crossed the table to operate AI-driven ventures—co-founding an AI-powered compliance platform and serving as CFO of a healthcare/telehealth platform—while running Catalyst as an embedded fractional CFO practice since 2013.

The second half of Brian's career was a deliberate crossing of the table: founding and operating AI-driven ventures, sitting in CFO and COO seats through capital raises, and leading crisis response. The explicit goal was learning the difference between modeling a business and running one—a gap that separates most Wall Street operators from effective CFOs.

That combination—institutional finance pedigree, operator scars, and ~10 years of AI in production—is what Catalyst was built around. It's also what most fractional CFO firms launched after 2023 cannot replicate. The market is full of recently-laid-off controllers who rebranded as "fractional CFOs" the same week. Catalyst exists for the sophisticated buyer who can tell the difference.

“We don't pontificate. We sit in the seat, do the work, and leave you with systems and discipline you can run after we're gone.”

Why the Depth Matters

Founder-attributable career stats

Career-long credentials of the person sitting at the table - not aggregated firm vanity metrics.

25+

Years of strategic finance leadership

CFO and senior executive roles, capital markets, asset management, and strategic planning since 1999.

~10

Years of AI & automation experience

Building AI-driven finance and operations since 2013 — long before "AI-augmented" became a marketing line.

3

Firms co-founded

AI-driven compliance, AI scheduling, and the AI/automation practice inside Catalyst.

5x

Institutional AUM growth

Helped grow a boutique institutional long/short equity asset manager from $3B to $15B in AUM.

Founder timeline

A career that earned the experience

Wall Street finance pedigree, four operator seats, and the closing-table experience that backs every Catalyst engagement.

  1. 2013 - PresentAdvisory

    Founder & President

    Catalyst CFO Advisors

    Fractional and interim CFO/COO leadership for SMBs and growth-stage companies. Year-one revenue/profit growth above 25% for advisory clients; client retention above 90%. Embedded AI and automation across the practice for over a decade.

  2. 2021 - 2025Operator

    Co-Founder & CEO

    AI-driven compliance venture

    Co-founded an AI-driven audio and video call compliance platform processing 5,000 calls per day — analyzing 100% of calls vs. the 3-5% covered by manual review. Raised $1M in capital, achieved year-two profitability. Engaged federal innovation and policy stakeholders.

  3. 2021 - 2025Operator

    Senior Director of Finance

    Healthcare diagnostics / lab operations

    Modernized working capital and revenue cycle management; doubled cash conversion. Coordinated transition of billing partners, PEO selections, and banking. Scaled the org to 75 employees in a new 11,000 sq. ft. facility. Led the 2024 national payments-infrastructure cyber-attack response — preserved 85% of revenue during the crisis, recovered 100% long-term. Secured $5M in strategic capital.

  4. 2020 - 2023Operator

    Chief Financial Officer

    Healthcare / telehealth platform

    CFO of a healthcare/telehealth platform. Built the financial modeling, forecasting, and GAAP reporting infrastructure from scratch. Translated complex healthcare problems into investor narratives — secured buy-in from two major hospital systems and Series A investors for $7M+ in capital. Maintained a fully compliant cap table across 100+ stakeholders.

  5. 2014 - 2022Wall Street

    Partner & Assistant Portfolio Manager

    Boutique institutional long/short equity asset manager

    Youngest named partner at the firm. Helped drive AUM growth from $3B to $15B through data-driven sector allocation and stock selection across consumer, healthcare, staffing, and technology. Presented portfolio strategy to hundreds of institutional executives and board members.

  6. 2007 - 2014Wall Street

    Senior Equity Analyst

    Boutique institutional long/short equity asset manager

    Engaged 750+ C-suite executives across industry conferences, direct calls, and on-site visits. Built proprietary quantitative screens and rigorous 10-K/10-Q/S-1 analysis to identify alpha-generating equities.

  7. 2006 - 2007Wall Street

    Senior Equity Research Analyst

    Institutional asset manager (equity research)

    Spearheaded due diligence on 50+ investment targets, culminating in valued investments in high-growth stocks.

  8. 2004 - 2006Wall Street

    Research Analyst — Retail, Staffing, REITs

    Global investment bank — sell-side equity research

    Built 100+ sophisticated financial models and authored hundreds of company research reports for institutional clients.

  9. 2001 - 2004Operator

    Chief Financial Officer — Operations

    Global asset manager (operations finance)

    Directed business unit budgeting, P&L, and reporting. 99% accuracy on financial statements; 95% on-time stakeholder reporting. Built models for M&A and joint venture initiatives.

  10. 1999 - 2001Wall Street

    Associate

    Big Four professional services firm

    Built financial models supporting 4 high-stakes forensic investigations and litigation engagements.

Operator track record

Operator track record

Capital raised, teams scaled, AI built in production. The reps that back every Catalyst engagement.

VentureRoleYearsOutcome

Catalyst CFO Advisors

Fractional & Interim CFO/COO advisory

Founder & President2013 - PresentActive — 90%+ client retention

AI-driven compliance venture

AI-driven call compliance monitoring

Co-Founder & CEO2021 - 2025Year-two profitability

Healthcare / telehealth platform

Healthcare / telehealth platform

Chief Financial Officer2020 - 2023$7M+ Series A

Healthcare diagnostics / lab operations

Healthcare diagnostics / lab operations

Senior Director of Finance2021 - 2025$5M strategic capital; cyber-crisis recovery

Certifications

  • CFA Charterholder (Chartered Financial Analyst)
  • FPAC (Certified Corporate FP&A Professional)
  • MBA, Oklahoma State University (May 2026)
  • BS, Finance & Economics, Boston College — Carroll School of Management

Connect

Brian takes every initial Catalyst call directly. Fastest path is a 30-minute consultation.

Schedule a ConsultationLinkedInbrian@catalystcfo.us

Talk to Brian directly.

Every Catalyst engagement starts with a conversation with Brian. No sales reps, no SDR loops - just a 30-minute call to see if we're the right fit.

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Executive Leadership

  • Fractional CFO
  • Fractional COO
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  • Interim COO
  • How We Work
  • All services

Finance & Operations

  • Financial Planning & Analysis
  • Cash Flow Management
  • Budgeting & Forecasting
  • KPI & Reporting Dashboards
  • Profitability & Margin Analysis
  • Strategic Finance Advisory
  • Fundraising & Investor Readiness
  • Revenue Cycle Optimization
  • Controller & Accounting Oversight
  • Finance Systems & ERP
  • AI-Powered Finance
  • AI-Enabled Bookkeeping

Who We Serve

  • VC-Backed Startups
  • Founder-Led Lower Middle Market
  • PE Portfolio Companies
  • Professional Services Firms
  • Established SMBs & Family Businesses
  • AI-Native & Technology
  • All sectors

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  • About Catalyst
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