WHAT
WE DO

Founded in 2023, DBA Group is a premier provider of Financial Planning & Analysis (FP&A) services, offering world-class financial discipline and strategic insights to meet the demands of investors and executives with uncompromising standards.
We help businesses drive ROI through enabling informed decision-making, optimized profitability and cash flows, and elevated business valuations. Our sense of urgency and commitment to excellence ensures your business remains ahead of the curve.

Our services
INCLUDE

Your foundation for sustainable growth

At DBA Group, we believe that financial excellence starts with a solid foundation. Our vision-driven financial architecture empowers businesses to gain strategic clarity, operational efficiency, and financial confidence. It contains four meticulously crafted deliverables to lay a strong foundation for achieving the next level of financial discipline, clarity, and strategic foresight:
  • Finance organization readiness diagnostics. Evaluation of the company’s current systems and processes, including basic finance infrastructure, internal controls and compliance, financial planning & reporting, cash flow management, tax and regulatory compliance, and technology & systems integration.
  • Business profile presentation. Investor-grade presentation that succinctly communicates the company’s core mission, values, and unique value proposition, as well as provides a clear overview of the company’s business model, products or services, target markets, and strategic objectives, highlighting its strengths and achievements.
  • Custom financial model. A model that is comprehensive yet flexible, incorporating all relevant drivers and variables to accurately forecast the company’s financial performance and assess various scenarios. It must be built on realistic assumptions, allowing for easy adjustments to reflect changing market conditions or strategic directions.
  • Monthly reporting package template. A collection of exhibits that are clear, concise, and comprehensive, providing a holistic view of the company’s financial health through key performance indicators, financial statements, and trend analyses, ensuring transparency and facilitating informed decision-making among stakeholders.

Your accountability partner in turning aspirations into achievements

Our Ongoing FP&A Support ensures you have the tools, insights, and agility needed to adapt and thrive in a competitive market. Think of it as bringing on a dedicated and skilled partner who is deeply invested in your critical financial activities, including:
  • Monthly Performance Tracking: Gain visibility into your business’s financial execution, allowing you to make informed decisions swiftly.
  • Budgeting and Reforecasting: Stay on top of your financial goals with dynamic budgeting processes and frequent reforecasting to reflect real-world changes.
  • Scenario Planning: Prepare for the unexpected by modeling various scenarios, ensuring your business is resilient and prepared for any challenge.
  • KPI Monitoring: Track key performance indicators critical to your success, identifying opportunities for improvement and growth.
  • Cash Flow Management: Maintain optimal liquidity with precise tracking and forecasting of cash flow needs.
  • Ad-Hoc Analyses: Address specific questions or challenges with tailored, data-driven insights to inform critical decisions.
  • Strategic Advisory: Leverage ongoing insights and expert guidance to align financial strategies with your business goals.
With DBA Group’s Ongoing FP&A Support, you gain a proactive partner committed to ensuring your financial strategies remain effective and adaptable in an ever-changing landscape.

Strategic financial leadership that drives results

At DBA Group, we understand that financial leadership extends beyond routine operations. Our CFO advisory services provide businesses with the strategic insights and hands-on support needed to navigate complex financial challenges and seize growth opportunities with confidence. Whether you’re preparing for a major fundraising round, considering an acquisition, or enhancing financial reporting and operations, our expert advisors become an extension of your leadership team—delivering clarity, precision, and measurable impact.
We provide specialized financial advisory services designed to support your most critical business milestones, such as:
  • Fundraising Preparation: We help you craft compelling financial narratives, manage the fundraising process by gathering and organizing key materials investors will ask you for, and evaluate investor terms to ensure you secure the best possible deal.
  • M&A Support: From due diligence to integration, we provide strategic and financial expertise to ensure successful mergers and acquisitions.
  • Bottoms-Up Budgeting: We partner with your team to build detailed, ground-up budgets that provide a clear and actionable financial roadmap for your business.
  • KPI Development: We identify, design, and document key performance indicators that align with your goals and drive measurable outcomes.
  • Investor and BoD Relations: We streamline communication and reporting to build trust and alignment with your investors and board of directors.
  • Project Management: We bring structure and oversight to your key financial initiatives, ensuring timely and efficient execution of critical projects.
  • Data Analysis: We turn raw data into actionable insights, enabling you to make informed decisions and optimize performance.
  • Custom Research: We deliver tailored insights and analysis to address your unique business challenges and inform strategic decisions.

WHY WORK
WITH US

We focus on delivering—consistently, quietly, and at a level few can match. Our edge isn’t about flash. It’s about how we work, what we believe, and how much we care.
  • Built on Real Experience. We’ve worked with top performers our entire careers and understand what true excellence requires.
  • Pursuit of Mastery. We train deliberately to be exceptional at what actually matters—because shiny tools don’t fix weak systems.
  • Extreme Ownership. We’re proactive partners who treat client outcomes as our own. When our clients win, we win.
  • Reverence for Elegance. Every model, every insight, every deck is crafted with care, precision, and polish that reflects pride in our work.

WHO
WE SERVE

We empower mid-sized companies ($50M+ in revenue) to level up their strategic finance capabilities. Our ideal partners are high-performing executives operating with lean teams—yet still expected to deliver investor-grade financial performance.
  • VC-backed companies – Focused on scaling operations efficiently.
  • PE-owned businesses – Looking to strengthen their FP&A capabilities.
  • Founder-led companies – Ready to embrace professional financial rigor.

Ready to build something exceptional?

If you’re ready to elevate your financial strategy and operations with the discipline of a professional athlete and the structure of a world-class organization, DBA Group is the partner you’re looking for.
Contact us today
Sandberg Picture

Svetlana Sandberg

Advisor, Healthcare Strategy

Svetlana Sandberg is a healthcare strategy executive with deep experience in enterprise operation, business transformation, and innovation. As Vice President of Innovation & Strategy at UnitedHealth Group, she leads initiatives to accelerate product development and optimize capital allocation, aiming to improve time to market and drive long-term growth across the organization.

Prior to her current role, Svetlana served as Chief of Staff to the CEO of Optum Financial, supporting a platform processing over $500B healthcare payments and serving over 27 million consumers. She played a pivotal role in shaping corporate strategy, managing performance, leading cross-functional initiatives, and executing Optum Financial M&A agenda. Her efforts helped deliver significant revenue and IOI growth, along with major advancements in consumer and provider financial solutions.

Earlier, she held senior leadership roles in population health, readmissions strategy, and clinical innovation, driving modernization of Medicare programs, deployment of digital health tools, and clinical cost savings. Throughout her career at UnitedHealth Group, she has built a reputation for aligning stakeholders, navigating complex organizations, and executing strategic priorities with measurable impact.

Svetlana holds an MBA in Finance and Healthcare from the University of Minnesota’s Carlson School of Management. Outside of work, she enjoys traveling, being outdoors and spending time with her family. She is based in Edina, Minnesota.

Adila Secerkadic

Executive Assistant
Adila Secerkadic is an Executive Assistant at DBA, providing organizational and administrative support to the team.
Over the course of her career, she has gained experience in a variety of business roles, but a clear thread throughout has been her passion for structure, thoughtful planning, and reliable execution.
Organization is not just part of her job – it’s something she naturally brings into daily life. She values simplicity, trust, and meaningful work, and especially enjoys creating clarity and ease in fast-moving environments.

Ryan Davitt

Analyst
Ryan Davitt is an emerging finance professional with expertise in financial analysis, risk assessment, and investment strategy. As an Analyst at DBA Group, he applies his analytical skills to support high-growth businesses in achieving their financial goals.
Ryan’s foundation in finance began at Arizona State University’s W.P. Carey School of Business, where he pursued degrees in Finance, Business Data Analytics, and Economics. A Barrett Honors College Scholar, he consistently earned Dean’s List recognition.
During his internship as a Credit Risk Analyst at DriveTime, Ryan led an APR elasticity analysis, uncovering profitability opportunities in auto loan financing. He also utilized advanced Python analytics to validate data integrity and developed policy recommendations projected to increase total NPV by $2 million.
Beyond finance, Ryan co-founded Official Annie Cat, a pet-focused social media brand, growing it to 191,000 followers. He also served as a Fund Manager for ASU’s Student Investment Management Fund, overseeing a $1.2 million portfolio, and was part of the winning team in the 2023 U.S. Desert Local CFA Research Challenge.
Outside of work, he enjoys basketball, camping, cars, coffee, cooking, and painting. Ryan is based in Mesa, Arizona.

Charles Wyatt

Advisor, Finance & Controllership
Charles Wyatt is a finance executive with 20+ years of experience driving financial strategy, capital management, and operational efficiency. As CFO of Vertical Insure, he plays a key role in scaling and innovating within the embedded insurance space.
Specializing in early-stage technology and SaaS companies, Charles has helped raise nearly $1 billion in debt and equity across Series A–C and recapitalization financings. He excels in financial planning, capital structuring, and team building, having implemented best-in-class processes, controls, and technology to support rapid growth.
Prior to Vertical Insure, Charles was CFO at Nice Healthcare, Total Expert, and Renters Warehouse, where his leadership earned him recognition as a Minneapolis St. Paul Business Journal CFO of the Year. His early career also includes leadership roles at SUPERVALU and Code42, optimizing financial infrastructures for high-growth companies.
Charles holds a B.A. in Finance from California State University, Fullerton, and an MBA from Loyola University Chicago. He is based in Minneapolis, Minnesota.

Margareta Klincic

Advisor, Tech Strategy
Margareta (Maggie) Klincic is a global strategy and operations leader with a strong foundation in technology, consulting, and finance. With over a decade of experience spanning Google, McKinsey & Company, and Goldman Sachs, she brings a rare blend of analytical rigor, operational execution, and cross-cultural leadership to her work.
Most recently, Margareta served as Product Strategy and Operations Principal at Google Cloud, where she led strategic initiatives for the Telco vertical across Europe, helping shape go-to-market plans and scale operations. Prior to that, she held several leadership roles within Google Cloud, including Head of Sales Strategy and Operations for the UK & Ireland and Strategy & Operations Lead for Southern Europe and Emerging Markets, where she partnered with executive stakeholders to accelerate regional growth and optimize commercial performance.
Before joining Google, Margareta spent nearly six years at McKinsey & Company, where she advanced to Engagement Manager, advising global clients across sectors on strategy, transformation, and performance improvement. Her earlier experience includes serving as Head of Finance, Fundraising & Operations at the health-tech startup Bellabeat and completing an Investment Banking Summer Associate role at Goldman Sachs.
Margareta holds an MBA from Harvard Business School and earned her undergraduate degree in Computer Science from the University of Zagreb – Faculty of Electrical Engineering and Computing, where she also served as a teaching assistant and contributed actively to student organizations and fundraising initiatives.
Fluent in multiple languages and deeply committed to global impact, Margareta is passionate about empowering women in business, supporting innovation ecosystems, and mentoring the next generation of leaders. She is currently based in London, UK.

John Stame

Advisor, Tech & Data Architecture
John Stame is a business systems leader, strategist, and advisor with 35+ years of experience optimizing operations through technology-driven transformation. Having held leadership roles at Documentum, Microsoft, Chevron, and Atlassian, he has helped organizations enhance efficiency and scale through enterprise architecture, strategic planning, and process optimization.
John specializes in business systems management, SaaS analytics, and application rationalization, with expertise across finance, accounting, procurement, and HR. He has led initiatives across Lead/Quote to Cash, Record to Report, AP/AR, Procure to Pay, and Hire to Retire, leveraging enterprise architecture methodologies to streamline operations.
At Documentum, John led Knowledge Management initiatives, while at Microsoft, he served as a Platform Strategy Advisor, guiding organizations in adopting strategic IT frameworks. His work at Chevron and Atlassian focused on enterprise architecture and IT portfolio management, driving operational efficiency and scalability.
John holds a B.S. in Business Administration with a minor in Computer Science from California State University, Chico. He is based in Eagle, Idaho.

John Bennett, CPA

Advisor, Finance & Controllership
John Bennett, CPA is a finance and advisory executive with 30+ years of experience leading cost optimization, process transformation, and global business strategy. Having held leadership roles at KPMG, Accenture, PwC, IBM, and HP, he has advised Fortune 500 companies across industries, driving efficiency and operational excellence.
John began his career in Canada, earning his CPA designation with KPMG before transitioning into consulting. He specialized in cost reduction and process improvement across consumer goods, technology, energy, and healthcare, including negotiating joint exploration costs for ARCO, BP, and Exxon in Alaska.
His career later expanded globally, where he advised on multi-process outsourcing strategies across India, Eastern Europe, China, and Latin America. He then refocused on zero-based budgeting, process optimization, and shared services strategy, aligning finance and operations with technology-driven transformations.
John holds a Bachelor of Commerce in Accounting from Saint Mary’s University and his CPA designation. He is based in Scottsdale, Arizona.
Dino Bilankov

Dino Bilankov

CEO & Founder
Dino Bilankov is a corporate finance executive with extensive experience in FP&A, strategic planning, and investor relations. As founder of DBA Group, he partners with venture-backed, PE-owned, and founder-led high-growth businesses, providing tailored financial solutions and strategic insights to drive operational excellence and growth.
Prior to founding DBA Group, Dino served as Chief Financial Officer for UnitedHealthcare’s Southwest Markets, managing a $2.5 billion P&L across multiple states. Earlier in his career, he worked in corporate strategy and business development at UnitedHealthcare, leading M&A analyses and strategic initiatives for the then $250 billion enterprise. He also gained private equity and investment banking experience at Diamond Castle Holdings and RBC Capital Markets, developing deep expertise in financial modeling, valuation, and transaction execution.
Dino holds a Bachelor of Science in Finance and a Bachelor of Arts in Communications from the University of Minnesota, where he captained the Division I tennis team on a full athletic scholarship. He later earned his MBA from Harvard Business School. In addition to his corporate leadership, Dino is an adjunct professor of finance at the University of Minnesota’s Carlson School of Management and serves as an Entrepreneur-in-Residence at Arizona State University’s W.P. Carey School of Business.
Outside of his professional work, he enjoys playing tennis, practicing jiu-jitsu, spending time outdoors with his family, and perfecting his guitar and piano skills. Dino is based in Mesa, Arizona.