About Macabacus

Macabacus is the go-to solution for finance professionals who demand speed, accuracy, and consistency in Excel, PowerPoint, and Word. Trusted by top firms worldwide, Macabacus streamlines financial modeling and presentation prep with powerful automation and brand compliance tools—so you can focus on insights, not formatting.

Macabacus noun

/ma’cabacus/

“There’s only one way to say it—just like there’s only one Macabacus. Click above to hear the right way to pronounce it (and finally settle the debate).”

Improving productivity and ensuring brand compliance

Macabacus was founded in 2008 by an investment banker who built the tools he needed to succeed—automation that eliminates inefficiencies, streamlines workflows, and ensures brand consistency in Excel, PowerPoint, and Word.

Today, Macabacus is the trusted partner for banking, finance and consulting teams worldwide. Our enterprise-grade productivity suite enhances Microsoft Office with powerful automation, advanced modeling tools, and brand compliance features—helping demanding professionals move faster, reduce errors, and scale their impact.

From financial models to client presentations, Macabacus helps teams deliver flawless, on-brand work—every time.

80k+ Finance Professionals
3k+ Enterprise Organizations
4.7 ★ Out of 5 stars on G2

Trusted Worldwide

Macabacus transforms how finance & banking professionals and their firms work. With high-impact tools for financial modeling, presentation automation, brand consistency, and digital asset management, Macabacus helps teams work faster, reduce errors, and create polished deliverables—every time.

Leadership Team

Anna Talerico
Anna Talerico
CEO

Anna is an experienced operator and the former COO of the online training company Linux Academy. She loves building high-performing teams with a focus on go-to-market, people development, and culture. Outside of work, Anna splits her time between Nashville & New York and enjoys spending time with her husband and two children.

Ryan MacGregor
Ryan MacGregor
Founder & Chief Product Officer

Ryan is a serial entrepreneur and former investment banker (Credit Suisse and Lehman Brothers), who earned an MBA from the University of Chicago Booth School of Business after serving in the U.S. Navy as a submarine officer. He founded and served as CEO of Macabacus, which was acquired by Corporate Finance Institute® (CFI) in 2021. Ryan currently heads CFI’s enterprise software division and is the driving force behind Macabacus’ business, sales, and product strategies.

Jim Nida
Jim Nida
CFO

Jim Nida is an experienced CFO with a strong background in finance leadership, having held executive roles at RealSelf, EnergySavvy, and Microsoft. He holds an MBA from the Tuck School of Business at Dartmouth College and has extensive experience in corporate development and startups. Jim lives in Seattle, Washington with his wife and three children. In his spare time, he enjoys outdoor activities in the Pacific Northwest.

Kristen O'Brien
Kristen O'Brien
Head of Macabacus GTM

Kristen proudly leads the highly-collaborative and hungry Sales, Customer Success, Marketing, and Support teams at Macabacus. Kristen is passionate about building authentic, high-performing, and customer-centric teams to ensure the best possible value-driven experience for our customers. Passionate about revenue enablement, operations, and project management you can find Kristen crossing t’s and dotting i’s to ensure the success of the team and our customer’s experience. Outside of work, Kristen enjoys spending time with her family, reading a book, being outdoors, and painting.

John Kennedy
John Kennedy
VP of Engineering

John is part of the Macabacus—and now CFI™—team. As an engineer with a broad range of skills, he leads engineering for Macabacus. He is curious and passionate about everything tech-related and likes to tinker in his free time, automating everything he can in his personal life. John is an avid outdoor enthusiast, spending his outdoor time skiing, snowboarding, mountain biking, and sailing.

Vig Venkataraman
Vig Venkataraman
Senior Director of Marketing

Vig Venkataraman leads Marketing at Macabacus, with over 15 years of experience in both B2C and B2B marketing. His expertise spans nearly every marketing function, and across a wide variety of industries. Vig is passionate about combining the art and science of marketing to develop successful customer-centric strategies and programs. He currently resides in the Chicago area with his wife, newborn, and two dogs. In his free time, he enjoys traveling, spending time with family, and listening to his favorite songs on repeat

Dion Travagliante
Dion Travagliante
Director of Sales

Dion oversees the Sales and Account Management team at Macabacus. He is a Fintech veteran and has spent the past 16+ years in a variety of sales/leadership roles, including at FactSet, MSCI, and AlphaSense. Outside of work, he is an avid golfer and enjoys spending time with his family.

Rahul Gill
Rahul Gill
Director, Product & Customer Enablement

Rahul oversees the Customer Enablement team at Macabacus. He brings several years of experience in financial services, including roles at Deloitte and KPMG, and is a long-time Office power user. Rahul is a highly valued and trusted resource for both our customers and the Go-To-Market (GTM) team.

Danny Pierre
Danny Pierre
Senior Product Manager

Danny is the first Product hire at Macabacus, bringing a wealth of experience in Financial Services and FinTech. Before joining the team, he held Sales Engineering and Product Management roles at S&P Global. A graduate of New York University’s Stern School of Business with a degree in Finance and Mathematics, Danny is also a dedicated husband, father, and boxing enthusiast, honing his skills for over ten years.

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Contact Us

Sales

Interested in learning more about Macabacus? Email us or see our Pricing page and Help Center for immediate answers to many sales-related questions, including information for resellers.
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Support

Got a question, complain or feature request? We are happy to chat! Email us for 24/7 support. Most billing and account operations are self-service, and performed within your Admin Console.
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Manage account

Most billing and account operations are self-service, and performed within your Admin Console.
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Help Center

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Mailing Addresses

228 Park Avenue South New York, NY 10003
#1392 – 1771 Robson Street Vancouver, BC V6G 3B7 Canada (CFI address)
+1 888-596-2202