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.

Scott Powell
Scott Powell
Chief Content Officer

Scott is Co-Founder and Chief Creative Officer of CFI Education. Now based in Vancouver, Scott spent a significant portion of his career in London, New York and Hong Kong. Scott has a passion for teaching with over 25 years of experience designing and delivering customized learning solutions for firms in the financial services industry including JP Morgan, Deutsche Bank, Bank of America Merrill Lynch, Credit Suisse, and HSBC, to name but a few.

Angie Baliem
Angie Baliem
VP, Customer Experience

As a former leader in education, Angie transitioned to the eLearning sector in 2018. Having led Customer Success, Account Management and Sales teams at Linux Academy, A Cloud Guru and Pluralsight she is passionate about building a strong customer-centric experience. Angie is located in Texas, she enjoys spending time with her husband and three children.

Gwyn Pritchett
Gwyn Pritchett
EVP, CTO

Gwyn is responsible for Macabacus’s website, from the user interface to backend development. When he’s not behind the screen working with code, he enjoys globetrotting and learning about foreign cultures.

Kristen O'Brien
Kristen O'Brien
GTM Director

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.

Ready to get started?

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Schedule a live demo with a Macabacus expert to confirm it’s right for your organization.

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Download Brochure

If you want to kick it old-school with a PDF, we have one for you.

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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.
Visit Help Center

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