Co-Founder & Managing Partner

JT is a finance operator turned builder who has led data-first transformations across high-growth SaaS. He specializes in turning messy source systems into CFO-grade reporting. Previously, he partnered with leadership teams to scale revenue operations, board reporting, and IPO readiness.

Co-Founder & Managing Partner

Accomplished accounting and technology professional with both management and hands-on experience in internal and external financial reporting, internal controls, and process improvement.

Director

Chris builds forecasting and reporting engines that leadership can actually run the business on. He’s led standups of ARR roll-forwards, margin analytics, and board reporting packs for PE-backed software companies, with a focus on getting Finance out of Excel firefighting and into decision support.

Director

Alex focuses on connecting finance logic to real operational data. He’s delivered automated revenue, headcount, and cash forecasting models that tie back to source systems, giving CFOs investor-grade visibility without hiring a full data team.

Sr. Manager

Patrick builds durable analytics stacks that finance teams actually use. He focuses on ARR/MRR data models, source-of-truth definitions, and BI experiences that replace spreadsheet chaos with trustworthy, refresh-on-click insights.

Sr. Manager

Ian helps finance teams stabilize the close, explain variance, and defend the plan. With a background in FP&A and transaction support, he bridges day-to-day reporting with lender, auditor, and board expectations — especially under private equity timelines.