Adrian Herr, Cfa
About Adrian Herr, Cfa
Adrian Herr, CFA, serves as the Vice President of Finance at Hometap, where he has worked since 2022. With a strong background in finance and operations, he has held various roles in the industry, including positions at Brown Brothers Harriman and Envestnet, Inc.
Work at Hometap
Adrian Herr serves as the Vice President of Finance at Hometap, a position he has held since 2022. He has been instrumental in onboarding two CFOs during his tenure and has reported directly to the CEO. Prior to his current role, he worked as the Director of Finance from 2019 to 2022 and as a Finance Analyst from 2018 to 2019. During his time at Hometap, he implemented multiple business platforms, including NetSuite, Airbase, FloQast, and Jirav, to enhance scalability.
Education and Expertise
Adrian Herr holds a Master of Business Administration (M.B.A.) from Babson F.W. Olin Graduate School of Business, where he studied Finance and Business Analytics, graduating cum laude in 2016. He also earned a Bachelor of Business Administration (B.B.A.) in Economics from Babson College in 2011. Currently, he is pursuing a Master of Science in Accounting at the Isenberg School of Management, UMass Amherst, expected to complete in 2024.
Background
Before joining Hometap, Adrian Herr held various positions in finance and operations. He worked as a Client Account Manager at Brown Brothers Harriman from 2011 to 2012 and served as the Vice President of Operations at Envestnet, Inc. from 2017 to 2018. Additionally, he was the Head Race Coach at Courageous Sailing in 2010. His diverse experience has contributed to his expertise in finance and operational management.
Achievements
During his career, Adrian Herr has successfully led significant initiatives, including the transition of corporate finance operations from an external CFO-firm to an in-house team at a venture-backed startup. He identified eligibility for R&D tax credits and engaged an external vendor to conduct a study, resulting in substantial tax credits. He also provides analytical support to the capital team for discussions and due diligence with institutional investors.