The story behind Rooted Financial.
Before starting Rooted Financial, I spent a decade managing complex financial operations for some of the most demanding organizations in the country — a publicly traded tech company, a point-of-need lending startup, and one of North America's largest infrastructure manufacturers.
At Elastic, I led cash accounting across twenty multinational subsidiaries, cutting AR close time by 80% and reducing cash errors by 60%. At Momnt, I oversaw revenue operations for a $150M lending portfolio and led a NetSuite implementation that took close time from 14 days to 48 hours. At Oldcastle Infrastructure, I led SAP S/4 Hana deployment across manufacturing business units spanning the Americas East region.
Large companies have entire teams dedicated to understanding their numbers. Small businesses — the ones doing the real work of creating jobs and building things — often have no one in that role at all.
I started Rooted Financial to close that gap. Not a stripped-down version of what the big companies have — the real thing, adapted for businesses that don't have an accounting department on payroll.
