Meet our team
We’re building an elite team of finance and EPM experts from some of the world’s most recognized companies in finance, technology, and consulting.
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Justin Merritt
Co-Founder & CEO
20+ years of finance, accounting and fintech
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Genevieve D'Souza
Lead, Product & Solutions Marketing
8+ years of product marketing experience
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Mitch Preston-Phypers
Lead, Talent Acquisition
14+ years of recruiting & product management experience
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Ravi Chima
Director, Professional Services
15+ years of finance, accounting and fintech experience
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Geoff Chovaz
Lead Architect
25+ years of finance, accounting and fintech experience
Amelia Mejia
Solution Architect
15+ years of finance, accounting and fintech experience
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Alex Cook
Solution Architect
15+ years of finance, accounting and fintech experience
Sue Berg
Lead, Program Manager
15+ years of project management experience
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Josh Botten
Consultant
5+ years of fintech implementation experience
Colin Sygrove
Solutions Consultant
10+ years of finance experience
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Lakshay Sethi
Consultant
5+ years of fintech implementation experience
Jacob Fridman
Consultant
3+ years of data analytics and fintech
Sophia Li
Consultant
4+ years of financial analysis and quantitative modeling
Max Termaat
Consultant
Co-op program with degree focus in MIS and finance
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Quinn Cassidy
Consultant
Co-op program with degree focus in MIS and finance
Lucas Ayaan
Executive Assistant
Business & communication grad with executive support experience
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Jamie Whipkey
Advisor
15+ years of finance, accounting and fintech experience
Jonathan Roberts
Advisor
11+ years of fintech
experience
experience
Ready to modernize your financial planning?
Let’s build a finance function that works smarter, faster, and future-ready.
