Operating CFO and capital-markets veteran with 30-plus years across operating companies, private equity, and global banking. Leads every Cooper Beckwith engagement.
Leads Cooper Beckwith's accounting and financial-operations delivery, with 12-plus years in audit, corporate finance, accounting, and tax across multiple reporting standards.
John “Jeb” Beckwith
Jeb is a finance executive with more than 30 years building and leading finance functions across PE-backed, growth-stage companies and global financial institutions — a blend of hands-on operator, strategic partner, and capital-markets leader.
- Chief Financial & Administrative Officer, Clean Origin (2021–2024) — led finance for a PE-backed, direct-to-consumer company; drove a $20M institutional equity raise at a 6x revenue pre-money valuation and guided the business through a successful 2024 sale.
- Interim CFO, Senior Resources of Guilford (2025) — ran the full finance function of an approximately $3M United Way partner nonprofit (Meals on Wheels and senior services) through a leadership transition, supporting a clean external audit.
- Managing Director, Head of Financial Institutions Practice, GreenPoint (2016–2021) — enterprise technology and advisory solutions for regulated depositories facing evolving regulatory and accounting requirements.
- Managing Director, RBC Capital Markets (2004–2014) — global financial-institutions and corporate-banking leader adjudicating $600B+ in authorized credit exposure.
- Vice President & Manager, MUFG (1993–2004) — originated and managed multi-billion-dollar institutional loan portfolios across highly regulated industries.
- Senior Executive Advisor, Argand Equity Partners (2014–present) — advisory to a New York–based private equity fund.
- Co-author, “The Fundamental Review of the Trading Book” (Risk Books, 2018) — contributor to industry literature on market-risk capital.
- Hamilton College — B.A.; graduate of the BNY Credit Training Program. Member, High Point University Board of Ambassadors.
Shailaja Vishwanath
Shailaja leads Cooper Beckwith's accounting and financial-operations delivery, bringing more than 12 years of experience in audit, corporate finance, accounting, and tax. Her work spans multiple reporting standards — including U.S. GAAP, IFRS, and Indian Accounting Standards — which lets the firm deliver reporting-ready financials accurately and cost-effectively.
- Audit & assurance — financial statement audits and controls review.
- Corporate finance & accounting — close, reconciliation, and financial-statement preparation across standards.
- Tax — compliance and reporting support.
- Multi-standard reporting — U.S. GAAP, IFRS, and Indian Accounting Standards.
All work product is reviewed by, and accountable to, the U.S. lead, ensuring a single standard of quality and accountability on every engagement.