MarginEdge Executive and Leadership Team

October, 2026

Leadership Overview

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

Focused on transforming restaurant back-office efficiency, MarginEdge delivers automated software solutions that streamline inventory, invoice processing, and vendor payments to empower operators to prioritize business growth over administrative tasks.

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 and product development roadmap for the restaurant technology platform. Davis architects the long-term growth trajectory by aligning software capabilities with the evolving needs of restaurant operators across North American markets. By fostering a culture of innovation, the Co-Founder & Chief Executive Officer ensures the platform remains the industry standard for automating complex back-office workflows like inventory management and invoice processing. Bo Davis maintains close collaboration with the Board to secure capital and expand market reach. This leadership role involves constant evaluation of competitive landscapes to maintain technological superiority. Through rigorous focus on operational excellence, the Co-Founder & Chief Executive Officer drives the company toward sustained profitability while simplifying the daily financial burdens faced by restaurant teams everywhere.
    Bo Davis

    Emma Whelan - Chief Financial Officer

    Emma Whelan, the Chief Financial Officer at MarginEdge, manages the fiscal health and capital allocation strategies for the organization. Whelan oversees all financial reporting, budgeting, and forecasting processes to ensure the company maintains a robust balance sheet while scaling operations. The Chief Financial Officer coordinates with department heads to optimize resource distribution, directly impacting the efficiency of software development and customer support initiatives. Emma Whelan monitors key performance indicators to provide actionable insights that guide executive decision-making regarding market expansion and product investment. By maintaining strict financial discipline, the Chief Financial Officer supports the company mission of reducing administrative overhead for restaurant clients. Whelan ensures compliance with regulatory standards while driving long-term value for stakeholders through precise financial planning and strategic risk management across the entire enterprise.
    Emma Whelan

    Georgina Cavendish - Chief Financial Officer, Residence

    Georgina Cavendish, the Chief Financial Officer, Residence at MarginEdge, manages the specialized financial frameworks and accounting reconciliation processes tailored for the residence-based hospitality sector. Cavendish architects the financial reporting models that allow residential dining facilities to track food costs and vendor payments with precision. The Chief Financial Officer, Residence coordinates with operational teams to ensure that the software platform accurately captures the unique financial data requirements of residential hospitality environments. Georgina Cavendish monitors fiscal performance metrics to identify opportunities for cost reduction and profitability improvement within this specific market vertical. By focusing on the nuances of residence-based accounting, the Chief Financial Officer, Residence ensures that the company delivers highly relevant, automated solutions that simplify complex financial workflows. Cavendish drives the strategic expansion of the platform into new residential markets by maintaining rigorous financial oversight and operational integrity.

    Jess Finnefrock - Chief Operating Officer

    Jess Finnefrock, the Chief Operating Officer at MarginEdge, directs the internal scaling and operational infrastructure required to support rapid company growth. Finnefrock architects the processes that govern customer onboarding, technical support, and service delivery, ensuring the platform functions seamlessly for restaurant clients. The Chief Operating Officer manages cross-functional teams to improve software reliability and user experience, directly impacting client retention and satisfaction. Jess Finnefrock oversees the implementation of internal systems that automate administrative tasks, mirroring the efficiency the company provides to its customers. By streamlining workflows and optimizing resource utilization, the Chief Operating Officer ensures the organization remains agile in a competitive market. Finnefrock collaborates with other executives to translate strategic goals into actionable operational plans, maintaining high standards of service quality while expanding the company's footprint across the restaurant technology landscape.
    Jess Finnefrock

    Tara Clever - Chief Revenue Officer

    Tara Clever, the Chief Revenue Officer at MarginEdge, drives the global sales strategy and customer acquisition efforts for the restaurant technology platform. Clever architects the go-to-market approach, ensuring the software reaches restaurant operators seeking to automate inventory and invoice management. The Chief Revenue Officer leads the sales and marketing teams to maximize market penetration and build strong relationships with vendor partners. Tara Clever analyzes customer feedback to refine value propositions, directly influencing the company's ability to scale its user base. By aligning revenue targets with product capabilities, the Chief Revenue Officer ensures consistent growth across diverse restaurant segments. This leadership role involves managing complex sales cycles and optimizing conversion funnels to maintain a competitive edge. Clever secures the company's market position by consistently delivering high-value solutions that solve critical operational pain points for restaurant businesses.
    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.