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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.

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.

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.

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.

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.

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.

Eric Steinhoff

Eric Steinhoff

Senior VP of Lending

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.

Laarni Canoy,  MBA, SPHR

Laarni Canoy, MBA, SPHR

Director of Talent Acquisition

Laarni is responsible for talent acquisition at ScaleFactor. She helped triple the size of the company over the course of a year and finds the fast pace of hyper-growth startups invigorating. Laarni is passionate about people and culture, startups, building teams, and networking. When not recruiting, Laarni immerses herself in books, traveling to exotic destinations, spending time outdoors with her dog, trying new cuisines and spending quality time with family and friends.

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.

Kristen Johnson

Kristen Johnson

Director of Customer Experience

Kristen leads ScaleFactor’s Customer Experience team. Prior to ScaleFactor, she managed a portfolio of multinational companies across multiple industries, including construction and automotive. In her time at ScaleFactor, she has helped define the standard for account management. She is also the resident animal lover and owns seven pets including two miniature donkeys.

Yaya Zhou, CFA

Yaya Zhou, CFA

Director of Finance

Yaya believes that disruptive technology makes the world a better place. She helps ScaleFactor complete this mission by maintaining its financial strength, financing its growth, and managing its resources. Yaya holds an M.S. in Finance from Pepperdine University and a B.S. in Finance from Donghua University in China. When not in the office, she enjoys spending time in local pottery studios and exploring new restaurants with her husband.

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.

Akanksh Narayana

Akanksh Narayana

Software Developer

Alan Wernick

Alan Wernick

Software Developer

Allen Kadilis

Allen Kadilis

Sr. Technical Recruiter

Alex Mirkin

Alex Mirkin

Account Specialist

Alex Siegler

Alex Siegler

Account Executive II

Alli Kendrick

Alli Kendrick

Sales Development Manager

Ally Castanon

Ally Castanon

CX Training Manager

Amy Furr

Amy Furr

Senior Marketing Manager

Andrew Barton

Andrew Barton

Business Development Rep

Anfisa Burova

Anfisa Burova

Account Analyst

Angel Cruz

Angel Cruz

Sr Onboarding Analyst

Anna Hofmanova

Anna Hofmanova

Product Designer

Anna Telesco

Anna Telesco

UI/UX Designer

Annie Philley

Annie Philley

Account Manager

Anthony Fernandez

Anthony Fernandez

Account Analyst

Anthony Jordan

Anthony Jordan

Internal Staff Accountant

Bindu Upadhyaya

Bindu Upadhyaya

Account Analyst

Blake Patterson, CPA*

Blake Patterson, CPA*

Product Manager

Blakely Rogers

Blakely Rogers

Account Manager

Brad Chapin

Brad Chapin

Customer Success Manager

Bran Hall

Bran Hall

Account Manager

Brant Wellman

Brant Wellman

Software Developer

Brett Fox

Brett Fox

Marketing Manager - Lead Gen

Brian Frederick

Brian Frederick

Customer Success Manager

Caitlin O'Hanlon

Caitlin O'Hanlon

Account Analyst

Catherine Duke

Catherine Duke

Manager, People & Culture

Cecilia O'Brien

Cecilia O'Brien

Senior Tax Accountant

Cheri Cabiya

Cheri Cabiya

Account Analyst

Chris McNeill

Chris McNeill

Account Executive

Corey Brown

Corey Brown

Director of Sales

Daniel Croy

Daniel Croy

Jr Software Developer

Danny Harr

Danny Harr

Account Analyst

David Cabildo

David Cabildo

Accounting Manager

David Tinianow

David Tinianow

Software Developer

DeEtte Harrington

DeEtte Harrington

Account Manager

Devin Dixon

Devin Dixon

QA Engineer

DJ Choi

DJ Choi

Account Executive

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

Erich Robinson

Erich Robinson

Software Developer

Erik Miller

Erik Miller

Account Executive

Evan Hollis

Evan Hollis

Account Executive

Fernando Jaimes

Fernando Jaimes

Sales Engineer

Floyd

Floyd

Office Cat

Gerald Smith

Gerald Smith

Onboarding Analyst

Grady Millikan

Grady Millikan

Data Analyst

Hannah Burch

Hannah Burch

Software Developer

Hannah Hubbard, CPA*

Hannah Hubbard, CPA*

Onboarding Analyst

Hassan Rashid

Hassan Rashid

Account Specialist

Hunter Scott, CPA*

Hunter Scott, CPA*

Senior Onboarding Manager

Isaac Tubbs

Isaac Tubbs

Account Manager

Ivan Vujosevic

Ivan Vujosevic

Account Executive II

Jacob Loechler

Jacob Loechler

Account Executive

Jake Green, CPA*

Jake Green, CPA*

Account Manager

James Jones

James Jones

Account Analyst

James Murray

James Murray

Account Manager

Jason Nopajaroonsri

Jason Nopajaroonsri

Software Developer

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

Senior Software Developer

Jessica Holly

Jessica Holly

Account Analyst

Jibran Kalia

Jibran Kalia

Software Developer

Jigar Patel, CPA*

Jigar Patel, CPA*

Senior Technical Account Manager

Joal Wood

Joal Wood

Software Developer

John Taylor

John Taylor

Director of Product Operations

Johne Greene

Johne Greene

Software Developer

Jonah Paraiso

Jonah Paraiso

Junior Software Developer

Jordan Jahr

Jordan Jahr

Account Analyst

Joscelyn Peterson

Joscelyn Peterson

Account Analyst

Josh Hemen

Josh Hemen

Software Developer

Justin Drew

Justin Drew

Sr Software Developer

Judd Kitzmiller

Judd Kitzmiller

Account Executive

Kacee Pals

Kacee Pals

Account Executive

Kat Damers

Kat Damers

Sales Development Representative

Kayla Ochoa

Kayla Ochoa

Junior Software Developer

Kellen Damico

Kellen Damico

Account Executive

Keerat Malhi, CPA*

Keerat Malhi, CPA*

Account Manager

Kimberly Anderson

Kimberly Anderson

Director of Strategic Alliances

Kenny Johnson

Kenny Johnson

Product Manager

Kenny Wu

Kenny Wu

Junior Software Developer

Kevin Liu

Kevin Liu

Software Developer

Kirandeep Kaur

Kirandeep Kaur

Software Developer

Kyle Getzen

Kyle Getzen

Senior Tax Accountant

Kyle Hiller

Kyle Hiller

Software Developer

Laura Johnson

Laura Johnson

Product Manager

Lety Rodarte, CPA*

Lety Rodarte, CPA*

Senior Tax Accountant

Lin Zagorski

Lin Zagorski

Graphic Designer

Lindsey Meyer

Lindsey Meyer

Accounting Process Analyst

Lisa Bell

Lisa Bell

Accounting Specialist

Lovelin Anand

Lovelin Anand

Senior Software Developer

Marcos Dominguez

Marcos Dominguez

Senior Account Executive

Mark Brown

Mark Brown

Account Executive II

Matthew Carter

Matthew Carter

Lead Sr Software Developer

Matthew Culpepper

Matthew Culpepper

Senior Software Developer

Matthew Dugan

Matthew Dugan

Account Analyst

Matt Potter

Matt Potter

Webmaster

Matthew Przybyla

Matthew Przybyla

Data Scientist

Maxwell Burson

Maxwell Burson

Software Developer

Megan Devine

Megan Devine

Sales Development Representative

Meghana Hebel

Meghana Hebel

Product Manager

Miguel Maldonado

Miguel Maldonado

Account Analyst

Mike Bryant

Mike Bryant

Senior Account Executive

Milo Peterson

Milo Peterson

Customer Success Manager

Miquela Campos-Trone

Miquela Campos-Trone

Product Marketing Manager

Mitchell Oldenburg

Mitchell Oldenburg

Product Manager

Morgan Porter

Morgan Porter

EA to the CEO

Myles Osborn

Myles Osborn

Senior Onboarding Analyst

Nan Jiang

Nan Jiang

Financial Analyst

Nick Norcross

Nick Norcross

Director - Lending Products

Nicole Bushong

Nicole Bushong

Security Engineer

Patrick Brennan

Patrick Brennan

Sr Software Developer

Paul Alvarado

Paul Alvarado

Account Executive

Pavel Rodionov

Pavel Rodionov

Senior Applications Architect

Peter Myers

Peter Myers

Lead Sr Software Developer

Robert MacNaughton, CPA*

Robert MacNaughton, CPA*

Product Manager

Ronda Underkofler

Ronda Underkofler

Customer Success Manager

Sam Rosenberg

Sam Rosenberg

Product Engagement Specialist

Sara Richardson

Sara Richardson

Sr. Manager - Sales Ops

Sara Stanton, CPA*

Sara Stanton, CPA*

Junior Software Developer

Sary Hijazi

Sary Hijazi

Account Analyst

Scott Christner

Scott Christner

Customer Success Manager

Sean Haughey, CPA*

Sean Haughey, CPA*

Product Manager

Sergio Salinas, CPA*

Sergio Salinas, CPA*

Tax Manager

Sharon White

Sharon White

Software Developer

Shayne Oldmixon

Shayne Oldmixon

Account Executive II

Sierra Wright

Sierra Wright

Specialist Manager

Simona Briaukus

Simona Briaukus

Senior Onboarding Manager

Steve McKinley

Steve McKinley

Account Manager

Tanisha Terrell

Tanisha Terrell

Account Analyst

Taylor Leslie

Taylor Leslie

Director of Onboarding

Taylor McElheney

Taylor McElheney

Technical Account Manager

Theresa Garritano

Theresa Garritano

Product Designer

Thomas Freeman

Thomas Freeman

Software Developer

Tom Hall

Tom Hall

Account Analyst

Tommy Hansen

Tommy Hansen

Recruiting Manager

Tyler Campillo

Tyler Campillo

Account Analyst

Tyler Roberts

Tyler Roberts

Accounting Manager

Will Landa

Will Landa

Product Manager

Yanett Burgueño

Yanett Burgueño

Marketing Specialist

Zach Bailey

Zach Bailey

Customer Success Manager

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 >

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In The News

May 16, 2019

ScaleFactor today announced it has been named one of Inc. Magazine’s Best Workplaces for 2019, the publication’s fourth annual ranking list of workplace environments in the private company sector.

Read Article >

April 4, 2019

ScaleFactor today announced the launch of its second national office in Denver, Colorado.

Read the Article >

February 14, 2019

ScaleFactor today announced the availability of its new Android app, delivering ScaleFactor Business OS directly to SMB users’ fingertips via mobile devices…

Read the Article >

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