Ramin Zacharia, CPA
Managing Partner & Founder
Ramin works alongside businesses, private equity / venture capital firms, and entrepreneurs to develop novel solutions for their complex and ever-evolving business needs. Since founding RTD Insights, Ramin has worked with companies throughout the maturity lifecycle (ranging from $0M to $70M in revenue), serving as a value-added team member across finance, operations, and go-to-market functions.
For clients, Ramin has successfully created and implemented:
Financial, operational, and go-to-market reporting dashboards and tools
Budgets and rolling forecasts
Key performance indicators (KPIs) and business metrics monitoring
Partnership (e.g. value-added reseller agreements) programs and contract management
Technology stack consultation and project management / workflow design of systems (e.g. ERP, CRM, general ledger, benefits administration, data analytics and reporting)
Financial statement creation, restatement, and GAAP compliance
Previously, Ramin worked as an investment banker at William Blair & Company's Technology Group in Chicago, leading execution and completion of 16 M&A and capital advisory engagements. He is a Certified Public Accountant in Illinois and has extensive experience working with public and private growth companies, focused primarily on technology, software, professional services, and consumer-based businesses.