MarginEdge Executive and Leadership Team

September, 2026

Leadership Overview

MarginEdge has 5 executives leading key functions including strategy, revenue growth, financial oversight, operational scaling, and residence-specific financial management.

Focused on transforming restaurant back-office efficiency, MarginEdge delivers a comprehensive software platform that automates inventory, invoice processing, and vendor payments to empower operators with real-time profitability insights.

Leadership Roles at MarginEdge

  • Co-Founder & Chief Executive Officer - Bo Davis
  • Chief Financial Officer - Emma Whelan
  • Chief Financial Officer, Residence - Georgina Cavendish
  • Chief Operating Officer - Jess Finnefrock
  • Chief Revenue Officer - Tara Clever
  • Bo Davis - Co-Founder & Chief Executive Officer

    Bo Davis, the Co-Founder & Chief Executive Officer at MarginEdge, directs the overarching strategic vision for the restaurant technology platform. By leveraging deep industry experience, Davis architects solutions that automate complex back-office tasks like inventory management and invoice processing. The Chief Executive Officer maintains constant alignment with the board to ensure the company maintains its trajectory in the competitive software market. Overseeing the entire organizational structure, Davis drives the mission to reduce administrative burdens for restaurant teams across North American markets. This leadership role involves fostering a culture of innovation that directly impacts how restaurant operators manage food costs and vendor payments. Through consistent focus on product-market fit, Bo Davis secures the long-term viability of the platform. Ultimately, Davis ensures that the software remains the primary tool for operators seeking to reclaim time for core business activities.
    Bo Davis

    Emma Whelan - Chief Financial Officer

    Emma Whelan, the Chief Financial Officer at MarginEdge, directs the financial health and fiscal strategy of the organization. Overseeing capital allocation and financial reporting, the Chief Financial Officer ensures that the company maintains the resources necessary to scale its restaurant technology platform. Whelan manages the internal accounting processes that mirror the efficiency the software provides to restaurant clients. This leadership role involves coordinating with the executive team to evaluate investment opportunities and long-term growth initiatives. By maintaining strict oversight of operational expenditures, Emma Whelan supports the company's ability to innovate within the competitive software landscape. The Chief Financial Officer also monitors key performance indicators to provide actionable insights for the board. Through disciplined financial management, Whelan secures the stability required for sustained expansion. Ultimately, Whelan drives the fiscal success of the business by aligning financial resources with strategic corporate objectives.
    Emma Whelan

    Georgina Cavendish - Chief Financial Officer, Residence

    Georgina Cavendish, the Chief Financial Officer, Residence at MarginEdge, directs the specialized financial strategies tailored for the residence-based hospitality sector. By focusing on the unique accounting requirements of residential dining operations, the Chief Financial Officer, Residence ensures that the software platform addresses specific inventory and cost-tracking challenges. Cavendish manages the financial integration of these specialized services into the broader company ecosystem. This leadership role involves analyzing the profitability of residence-based accounts to drive targeted improvements in the software. By overseeing the financial performance of this specific vertical, Georgina Cavendish ensures that the company captures market share in the residential hospitality space. The Chief Financial Officer, Residence collaborates with the broader finance team to maintain consistency in reporting and fiscal discipline. Through deep industry knowledge, Cavendish drives the success of this niche market segment. Ultimately, Cavendish secures the financial growth of the residence-focused division through precise operational oversight.

    Jess Finnefrock - Chief Operating Officer

    Jess Finnefrock, the Chief Operating Officer at MarginEdge, directs the internal scaling and operational efficiency of the company. Focusing on the delivery of the software platform, the Chief Operating Officer ensures that the technical infrastructure supports the complex needs of restaurant operators. Finnefrock manages the cross-departmental workflows that bridge the gap between product development and customer success. This leadership role involves refining the processes that allow restaurant teams to automate inventory and vendor payments seamlessly. By optimizing internal systems, Jess Finnefrock drives the operational excellence required to support a growing client base across various regions. The Chief Operating Officer collaborates with the executive team to translate strategic goals into actionable operational plans. Through constant process improvement, Finnefrock ensures that the organization remains agile and responsive to market demands. Ultimately, Finnefrock secures the operational foundation that allows the company to deliver consistent value to the hospitality industry.
    Jess Finnefrock

    Tara Clever - Chief Revenue Officer

    Tara Clever, the Chief Revenue Officer at MarginEdge, directs all global sales initiatives and market expansion efforts. By optimizing the sales funnel, the Chief Revenue Officer ensures that restaurant groups gain access to automated financial tools that streamline inventory and accounting workflows. Clever manages the cross-functional teams responsible for customer acquisition and retention across diverse regional markets. This leadership role involves building strategic partnerships that expand the footprint of the software platform within the hospitality sector. By analyzing market trends, Tara Clever identifies new opportunities for growth and revenue diversification. The Chief Revenue Officer collaborates closely with product teams to ensure that sales messaging reflects the actual value delivered to restaurant operators. Through rigorous performance tracking, Clever drives the company toward aggressive financial targets. Ultimately, Clever secures the market position of the organization by consistently delivering value to restaurant clients.
    Tara Clever

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    Frequently Asked Questions Regarding MarginEdge Top Executives and Leadership Team

    Who leads MarginEdge?
    MarginEdge is led by Bo Davis (Co-Founder & Chief Executive Officer), along with executives such as Emma Whelan (Chief Financial Officer) and Georgina Cavendish (Chief Financial Officer, Residence).
    Who is part of MarginEdge’s executive team?
    The executive team of MarginEdge includes leaders such as Bo Davis (Co-Founder & Chief Executive Officer), Emma Whelan (Chief Financial Officer), Georgina Cavendish (Chief Financial Officer, Residence) and other senior executives.
    How many executives does MarginEdge have?
    MarginEdge has 5 executives leading key business areas.
    What roles are included in MarginEdge’s leadership team?
    The leadership team of MarginEdge includes roles such as Co-Founder & Chief Executive Officer, Chief Financial Officer, Chief Financial Officer, Residence, Chief Operating Officer, Chief Revenue Officer.