We Are ScaleFactor

Innovators, Helpful Partners, Technology Enthusiasts

Our Story

In 2013, ScaleFactor founder and CEO Kurt Rathmann was determined to find a solution for the accounting problems he was facing as a CFO. He was on a quest to automate the painful, time consuming accounting tasks he and his team were forced to complete manually. In 2014, Kurt started ScaleFactor at his living room table. The company grew from one to four employees before the year’s end.

Today, ScaleFactor’s intuitive software automates accounting, tax and finance tasks to save business owners time and money. ScaleFactor’s team of finance, software development, marketing and sales professionals share a common goal: to empower business owners to make the best strategic and financial decisions.

Meet The Team

Executive Team | ScaleFolks

Executive Team

Kurt Rathmann, CPA*

Kurt Rathmann, CPA*

CEO & Founder

Kurt is a born and raised entrepreneur. He brings a diverse background measuring and growing businesses and functions as the Chief Everything Officer. He has a keen focus for growing revenue, refining operations and developing people. He is a news junkie, technological optimist, and has inherited the travel bug with a passion for exploring the world with his awesome wife.

David Loia

David Loia

Chief Customer Officer

David leads ScaleFactor’s global sales and marketing strategies. David brings an impressive track record of revenue increase at SaaS companies that achieved hyper-growth organically and through acquisition, were funded by VC and PE, went public and were acquired. He began his software career at NASA AMES, P&G, and Oracle. Outside of the office, he enjoys spending time with his family and friends.

Gary Forni

Gary Forni

Chief Operating Officer

Gary’s focus is on acceleration finely tuned for success. He brings 25+ years of experience in launching industry disrupting technologies and business models. Previously, Gary served as the CEO of multiple companies and spent extensive time at Intel as the Worldwide Director of Marketing where he started four new businesses. Outside of the office, Gary enjoys spending sunny days water skiing on the lake.

Brian Simmons

Brian Simmons

VP of Products

Brian is responsible for building client facing products to present complex data in a simple, intuitive way. He focuses on customer needs working towards scalable, automated solutions that change the way businesses and growth companies make decisions. When he’s not developing FinTech’s next big idea, he enjoys traveling the globe with his wife in a quest to visit 50 different countries.

Derek Felderhoff

Derek Felderhoff

Director of People

As the first employee, Derek eats, breathes, and sleeps ScaleFactor. He is the Culture Warrior. He focuses on internal operations including cash flow, culture & HR, and facilities management; he is a true utility player and provides support wherever needed. When not at the office, the rest of Derek’s bandwidth is spent with his family, friends, and two dogs.

Robert Gilbreath

Robert Gilbreath

Senior VP of Marketing

Robert is responsible for marketing here at ScaleFactor. While his background is diverse, he has most recently been focused on SAAS customer acquisition and retention. Robert is passionate about building marketing organizations and developing the people who allow for high-growth outcomes. He’s never shy to tweak a bit of code or take apart a piece of hardware. When not driving leads, he enjoys spending time outdoors with his wife and three children.

Francis Sullivan

Francis Sullivan

Chief Technical Officer

Francis leads ScaleFactor’s development team and brings over 30 years of experience building relevant products for the systems management, enterprise, and medical systems fields. Francis spent the last 13 years as the CTO and Co-Founder of Spiceworks where he helped transform the SMB IT industry. Before that, he held technical leadership positions at Motive, Tivoli, Tandem, Sunquest Medical System and Computer Automation. He graduated with honors from the University of Arizona where he earned a B.S. in Computer Engineering.

Eric Steinhoff

Eric Steinhoff

Senior VP of Credit

Eric is passionate about connecting small businesses to the best sources of capital when they need it. He brings over 20 years of experience and an impressive wealth of knowledge surrounding lending. Eric began his career at Capital One, where he worked in product development and credit risk management in their Virginia, London, and Toronto offices. Most recently, Eric was the Chief Credit Officer of ApplePie Capital. When he’s not at the office, he enjoys spending time with his wife and 2 boys.

ScaleFolks

Engineering

These ScaleFolks plan and build the ScaleFactor platform and mobile app. They’re dedicated to building useful tools that make it easier to run and grow a business.

ScaleFactor Experts

These ScaleFolks draw on their vast experience to ensure each customer has the financial foundation to run and scale a successful business.

People & Operations

The operations team works to find the best future ScaleFolks and focuses on keeping the family happy and healthy so we can best serve our customers.

Sales & Marketing

These ScaleFolks are in the business of problem-solving. They focus on understanding customer needs and matching them to the right ScaleFactor solutions.

Alan Wernick

Alan Wernick

Software Developer

Alex Mirkin

Alex Mirkin

Account Specialist

Alex Siegler

Alex Siegler

Account Executive

Alli Kendrick

Alli Kendrick

Senior Account Executive

Amy Furr

Amy Furr

Marketing Manager

Andrew Barton

Andrew Barton

Business Development Rep

Anfisa Burova

Anfisa Burova

Account Analyst

Angel Cruz

Angel Cruz

Sr Onboarding Analyst

Anna Ponx

Anna Ponx

UI/UX Designer

Anthony Fernandez

Anthony Fernandez

Account Analyst

Bindu Upadhyaya

Bindu Upadhyaya

Account Analyst

Blake Patterson, CPA*

Blake Patterson, CPA*

Strategy Manager

Blakely Rogers

Blakely Rogers

Account Manager

Bradford Hedrick, CPA*

Bradford Hedrick, CPA*

Technical Account Manager

Bran Hall

Bran Hall

Account Manager

Brett Fox

Brett Fox

Sr Marketing Specialist

Caitlin O'Hanlon

Caitlin O'Hanlon

Account Analyst

Carlos Baez

Carlos Baez

Account Analyst

Cecilia O'Brien

Cecilia O'Brien

Sr Tax Accountant

Cheri Cabiya

Cheri Cabiya

Account Analyst

Chris McNeill

Chris McNeill

Account Executive

Colleen Steed

Colleen Steed

Account Manager

Daniel Croy

Daniel Croy

Jr Software Developer

Danny Harr

Danny Harr

Account Analyst

DeEtte Harrington

DeEtte Harrington

Account Manager

Devin Dixon

Devin Dixon

QA Engineer

Dominique Edwards

Dominique Edwards

Account Manager

Edith Silva

Edith Silva

Account Analyst

Egalhy Stewart

Egalhy Stewart

Technical Recruiting Manager

Elizabeth Chabot

Elizabeth Chabot

Data Scientist

Emilie Bingham

Emilie Bingham

Brand Content Strategist

Fernando Jaimes

Fernando Jaimes

Account Executive

Floyd

Floyd

Office Cat

Gerald Smith

Gerald Smith

Onboarding Analyst

Hannah Burch

Hannah Burch

Software Developer

Hannah Hubbard

Hannah Hubbard

Onboarding Analyst

Hunter Scott

Hunter Scott

Sr Onboarding Manager

Jacob Loechler

Jacob Loechler

Account Executive

James Murray

James Murray

Account Manager

James Tran

James Tran

Account Specialist

Jay Rowland

Jay Rowland

Account Manager

Jeff Gleason

Jeff Gleason

Director of Sales

Jennifer Rampolla, CPA*

Jennifer Rampolla, CPA*

AX Manager

Jeron Paraiso

Jeron Paraiso

Sr Software Developer

Jibran Kalia

Jibran Kalia

Software Developer

Jigar Patel, CPA*

Jigar Patel, CPA*

Sr Technical Account Manager

John Taylor

John Taylor

Product Manager

Jordan Jahr

Jordan Jahr

Account Analyst

Josh Hemen

Josh Hemen

Software Developer

Kacee Pals

Kacee Pals

Account Executive

Kelly Price

Kelly Price

UI/UX Designer

Keerat Malhi, CPA*

Keerat Malhi, CPA*

Account Manager

Kimberly Anderson

Kimberly Anderson

Director of Strategic Alliances

Kenny Johnson

Kenny Johnson

Product Manager

Kristen Johnson

Kristen Johnson

Director of CX

Kyle Getzen

Kyle Getzen

Sr Tax Accountant

Laarni Canoy, MBA, SPHR

Laarni Canoy, MBA, SPHR

Director of Talent Acquisition

Laura Johnson

Laura Johnson

Product Manager

Lety Rodarte, CPA*

Lety Rodarte, CPA*

Sr Tax Accountant

Lin Zagorski

Lin Zagorski

Graphic Designer

Lovelin Anand

Lovelin Anand

Sr Software Developer

Mark Brown

Mark Brown

Account Executive

Matthew Carter

Matthew Carter

Lead Sr Software Developer

Matthew Culpepper

Matthew Culpepper

Sr Software Developer

Matt Potter

Matt Potter

Webmaster

Maxwell Burson

Maxwell Burson

Software Developer

Mike Bryant

Mike Bryant

Strategic Account Executive

Mike Rodriguez

Mike Rodriguez

Account Executive

Mitchell Oldenburg

Mitchell Oldenburg

Account Analyst

Morgan Porter

Morgan Porter

EA to the CEO

Myles Osborn

Myles Osborn

Sr Onboarding Analyst

Nan Jiang

Nan Jiang

Financial Analyst

Patrick Brennan

Patrick Brennan

Sr Software Developer

Pavel Rodionov

Pavel Rodionov

Sr Applications Architect

Peter Myers

Peter Myers

Lead Sr Software Developer

Robert MacNaughton, CPA*

Robert MacNaughton, CPA*

Account Manager

Sam Rosenberg

Sam Rosenberg

Recruitment Coordinator

Scott Christner

Scott Christner

Customer Success Manager

Sean Haughey, CPA*

Sean Haughey, CPA*

Specialist Group Manager

Sergio Salinas, CPA*

Sergio Salinas, CPA*

Tax Manager

Sharon White

Sharon White

Jr Software Developer

Shayne Oldmixon

Shayne Oldmixon

Strategic Account Executive

Sierra Wright

Sierra Wright

Account Specialist

Steve McKinley

Steve McKinley

Account Manager

Stephanie Torres Nieves

Stephanie Torres Nieves

Account Analyst

Tanisha Terrell

Tanisha Terrell

Account Analyst

Taylor Leslie

Taylor Leslie

Director of Onboarding

Tom Hall

Tom Hall

Account Analyst

Trina Brand

Trina Brand

Account Specialist

Will Landa

Will Landa

Account Analyst

Yanett Burgueño

Yanett Burgueño

Marketing Specialist

Zach Miller

Zach Miller

Controller

Ready To Join The Team?

Interested in joining our team? Passionate about helping business owners thrive? Check out our current openings and see what a day in the life at ScaleFactor is like!

Check Out Our Open Positions >

Our Investors

In The News

July 24, 2018

TechCrunch announces ScaleFactor’s $10M Series A Funding and highlights how ScaleFactor makes accounting and payroll painless.

Read Article >

April 24, 2018

CEO Kurt Rathmann talks growing a business, building your team and more on the Life In Accounting podcast with Where Accountants Go! In Texas.

Listen to Podcast >

January 16, 2018

CEO Kurt Rathmann chats with LiftrNews about the advantages of bringing a small business’ accounting data into the cloud.

Watch Video >

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