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*

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

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

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

Director 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.

Adam Sharrow, CPA*

Director of Product Marketing

Adam is utilizing his financial consulting expertise and deep understanding of small business customers to develop future ScaleFactor products. He’s passionate about working with ScaleFactor Customers to create a great product experience. When he’s not focused on ScaleFactor’s products and customers, Adam can be found on the golf course or enjoying Austin’s live music scene.

Andrew Millet, CPA*

Director of Solutions

Andrew leads the team of ScaleFactor experts, overseeing all aspects of delivery. Applying his background in Public Accounting, Andrew develops solutions which balance the unique needs and focused resources of growing businesses to empower their success. When not on the grind, Andrew can be found at one of his favorite music venues, running around Town Lake, or finding the next place to travel.

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.

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.

Alex Siegler

Account Executive

Amy Furr

Marketing Manager

Andrew Barton

Business Development Rep

Anfisa Burova

Account Analyst

Bindu Upadhyaya

Account Analyst

Blake Patterson, CPA*

Account Manager

Blakely Rogers

Account Analyst

Brett Fox

Sr Marketing Specialist

Carlos Baez

Account Analyst

Daniel Croy

Jr Software Developer

Devin Dixon

QA Engineer

Dominique Edwards

Account Analyst

Edith Silva

Account Analyst

Fernando Jaimes

Account Executive

Floyd

Office Cat

James Murray

Account Manager

James Tran

Account Specialist

Jay Rowland

Account Manager

Jeff Gleason

Director of Sales

Jeron Paraiso

Sr Software Developer

Jibran Kalia

Software Developer

Jigar Patel, CPA*

Technical Account Manager

KC Fort, CPA*

Account Manager

Kelly Price

UI/UX Designer

Keerat Malhi, CPA*

Account Manager

Kristen Johnson

Sr Account Manager

Laarni Canoy, MBA, SPHR

Recruiting Manager

Lety Rodarte, CPA*

Sr Tax Accountant

Lovelin Anand

Sr Software Developer

Matthew Carter

Lead Sr Software Developer

Matthew Culpepper

Software Developer

Maxwell Burson

Software Developer

Meagan Conley Grace

Product Manager

Mike Bryant

Account Executive

Mitchell Oldenburg

Account Analyst

Morgan Porter

EA to the CEO

Nan Jiang

Financial Analyst

Patrick Brennan

Software Developer

Peter Myers

Lead Sr Software Developer

Robert MacNaughton, CPA*

Account Manager

Scott Christner

Account Manager

Sean Haughey, CPA*

Account Manager

Sergio Salinas, CPA*

Tax Manager

Sharon White

Jr Software Developer

Shayne Oldmixon

Account Executive

Sierra Wright

Account Specialist

Tanisha Terrell

Account Analyst

Taylor Leslie

Onboarding Manager

Will Landa

Account Analyst

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 >