About Macabacus

Macabacus enables enterprises to streamline the preparation of financial models and presentations like pitch books with leading Microsoft Office productivity and brand compliance tools used by tens of thousands of finance and other professionals around the world.

Macabacus noun

/ma’cabacus/

Macabacus is the leading suite of Office productivity tools, used worldwide by thousands of professionals in investment banking, corporate finance, private equity, and other finance capacities.

Improving productivity and ensuring brand compliance

As the world's leading productivity suite, Microsoft Office represents a huge opportunity for improving workforce productivity and brand compliance. Through automated workflows, elimination of inefficiencies, and standardization of content, Macabacus builds on native functionality to bring enterprise-grade capability to Excel, PowerPoint, and Word.

Our customers trust Macabacus’ all-in-one MS Office add-in software to streamline their processes to create flawless, on-brand presentations by scanning for errors and inconsistencies in formatting, layout, and content, and more. From powerful brand compliance features to dozens of keyboard shortcuts, Macabacus provides a more professional, timely, and engaging experience.

Launched in 2008 in New York, NY
Saves time in 80%+ for routine tasks
Used by 100K+ professionals

Trusted Worldwide

Tens of thousands of companies and professionals use Macabacus to build financial models and presentations more efficiently.

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
EVP, Head of Product

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.

Kevin Mellor
Kevin Mellor
CFO

Kevin has led finance and legal functions within small to mid-sized tech organizations for the last twenty years. He has a passion for streamlining systems and processes to enable businesses to scale more efficiently. He enjoys mentoring his team and watching them grow in their careers. He likes to spend time with his excellent wife, four daughters, and dogs when away from the office.

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.

Ready to get started?

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Download Brochure

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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.
Talk to Sales

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.
Go to Admin Console

Help Center

Check our Help Center for immediate answers to your questions.
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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