The Attivo
Difference.
We build long-term relationships with clients that deliver value every day. Read more about the values that define our business and what makes Attivo different.
Relationships
that last
Attivo takes the long view of relationships, embedding directly with client teams to build true partnerships based on trust and credibility that span multiple years and companies. We put our clients first and empower our team members to deliver highly engaged, unrivaled service.
Data-driven
insights
Attivo develops and uses data to assist decision making with our clients and to proactively drive change. We leverage client data and industry benchmarks to help clients make distinctive, lasting and substantive improvements in their performance.
Growth-focused
mindset
Attivo is building an unrivaled firm for exceptional talent, based on a culture of continuous learning and professional growth.
Collaboration
- first environment
Attivo knows that teamwork is essential to delivering high quality outcomes to our clients. That’s why we empower Attivo teams to leverage the strength of colleagues across the firm, removing the silos that finance professionals often find themselves in, and bettering outcomes for our employees and our clients.
Culture
-conscious
Attivo is continuously striving to build a company that’s reimagining what it means to work in strategic finance, blending the rigor of traditional consulting with the atmosphere of the tech industry. We invest time, resources, and energy into creating a fun, engaging environment of mutual respect, ensuring that our employees can continue to grow into the curious, dedicated partners our clients love.
Meet the team
Strategic Finance
Ali Rizvi
CFO
— “As a founder of a SaaS startup, I have firsthand knowledge of the immense challenges of starting and growing a company. I use an empathetic approach to understand entrepreneurs’ challenges and offer my experience and strategic insights to help them grow their companies.”
About Ali Rizvi
Ali serves as a CFO for our clients. With experience spanning nearly two decades, Ali is a trusted business partner to many high-growth CEOs and founders advising on areas of budgeting, financial modeling, accounting best practices, cash flow management, complex revenue recognition, financial statement audits, and debt and equity fundraising. From his experience as a founder, Ali is a very hands-on and responsive operator.
In his free time, you will find Ali playing hockey, tennis, or golf, and in the winter speeding down a mountain on two planks.
Brett Newsome
About Brett Newsome
Brett serves as a CFO for our clients. He has more than 20 years of financial and operational expertise with a focus on building scalable operational processes for high growth tech organizations while working with senior leaders to develop and execute their long-term financial strategy.
In his free time, you can find Brett riding up Mt Diablo, skiing down KT22 or just trying to keep up with his two daughters.
Christine Costa
About Christine Costa
Christine serves as a CFO for our clients. She is a licensed CPA with over 20 years of experience as a CFO for high-growth venture-backed technology companies with an emphasis on SaaS and Climate Tech. As a finance partner with strong business acumen, she is focused on driving growth with sound fundamentals, business metrics, and performance management for effective decision making and building size and stage-appropriate operations. Her experience includes over $800M in equity/debt financing raised and M&A transactions.
In her free time, you can find Christine exploring the local hiking and running trails and cooking (mostly vegan) yummy meals with her family.
Dave Thomson
About Dave Thomson
Dave leads Attivo’s Web3 practice working with more than 40 companies where he provides specialized technical and operational guidance. He also serves as a CFO for some of our clients. He has over 10 years of experience as a CFO. As an operational CFO Dave has exceptional analytical and financial modeling skills applied to SaaS and financial products such as cryptocurrencies. Dave spent his early career on Wall Street with Merrill Lynch responsible for budgeting, financial reporting, controls, and profitability analysis for financial products with over $3 billion in revenue, as well as over $100M in annual technology spend for several business units. In addition to his work with Attivo, Dave runs a family office specializing in high-frequency cryptocurrency trading, market making, and yield farming for the past six years.
In his free time, you can find David walking his dog or enjoying a coffee while reading the latest news in cryptocurrency.
Greg Capitolo
About Greg Capitolo
Greg is a Partner and Co-Founder of Attivo. He serves as a CFO for our clients. He is actively engaged in helping companies raise venture funding from Series Seed to Series C. Over the course of $500+ million in transactions, Greg has advised high-growth companies from formation through funding and liquidity events. Greg brings a pragmatic, hands-on approach to representing high-growth companies.
In his free time you can find Greg in the mountains keeping the rubber side down or seeking tight lines.
Julia Misaki
About Julia Misaki
Julia serves as a Controller for our clients. She started her career in accounting 15 years ago and has focused on technology startups for the last 6 years. She enjoys working with our clients to establish accounting operations systems and processes based on best practices. As the Director of Client Experience, she leads initiatives to build great customer relationships from inception of onboarding through 90-day review. She also has the distinction of being Attivo employee #1.
Ravi Brar
About Ravi Brar
Ravi serves as a CFO for our clients. Through his experience as an entrepreneur, CFO, and COO, he has developed a diversified skill set spanning finance, operations, business development, and international business. He is equally effective in addressing issues affecting start-ups, growth stage companies, and turnaround situations. When working with a new client, his goal is to make an impact through improvements to cash flow, expenses, as well as reporting and controls while collaborating with the management team on business growth, productivity, and strategy.
In his free time, you can find Ravi cycling Grizzly Peak, hiking the foothills, or competing with his sons in water sports.
Rebecca Lee
About Rebecca Lee
Rebecca is Partner and Co-Founder of Attivo. She serves as a Controller for our clients. She has worked with over 100 companies establishing their accounting systems from the bottom up. Given her considerable experience, Rebecca knows what it takes to build a solid accounting team, process, and foundation.
When she’s not crunching away, you can find Rebecca chasing around her two toddlers while trying to catch up on Netflix shows.
Scot Mollot
About Scot Mollot
Scot serves as a CFO for our clients. He has over 20 years of experience as a finance professional and has managed and grown finance operations to support annual revenues of over $100 M. In addition, he has supported over $700 M in VC fundraising. Scot has extensive experience in M&A and post-merger integration. Prior to joining Attivo, he was the Head of Finance at Lime.
In his free time, when not traveling the globe, you can find Scot enjoying Ocean Beach and Golden Gate Park in his backyard and strumming a tune on the ukulele.
Shaun O'Connor
— “When working with young companies, I start with a simple and sound financial foundation. As companies scale, my technical accounting expertise gives clarity to later stage complexity.”
About Shaun O’Connor
Shaun serves as a CFO for our clients. He provides exceptional leadership while collaborating with C-Level executives to create efficiency and effectively refine forecasts. He works to identify opportunities for process improvements as well as managing the processes and controls for GAAP financial reporting, international consolidations, revenue recognition, and other accounting and finance functions.
In his free time, you can find Shaun having dance parties with his daughters, enjoying the sun by the pool, or at the Niners game during the season.
Stephen Ambler
About Stephen Ambler
Stephen serves as a CFO for our clients. He has over 30 years of experience with technology companies, from the start-up phase through IPO and beyond. He has raised over $250 million for his clients in equity & debt. Operationally, Stephen has taken two companies from startup through an IPO on Nasdaq; one as a CFO, one as a controller, giving him first-hand experience of scaling a finance function.
In his spare time, you will find Stephen either hiking up a hill, playing tennis or playing darts.
Steve Nathan
— “I enjoy being a collaborative business partner with founder and leadership teams, helping them build financial discipline and create shareholder value. I love to build financial models that drive insight and profitable growth. “
About Steve Nathan
Steve serves as CFO for our clients. He has over 30 years of experience across Big 4 Accounting, boot strapped companies, VC-backed companies, and a $900M publicly traded company, providing financial leadership in technology, software and direct to consumer products industries. He has raised over $60 million in equity and debt for his companies and completed a successful sell-side M&A transaction. Operationally, he has developed and implemented many technology and process improvements to drive efficiencies and value to his companies.
In his spare time, you will find Steve flying his DJI drone around the South East landscape and beaches, along with trying to beat his son in golf.
Accounting
Akta Parikh
About Akta Parikh
Akta serves as an accounting manager for our clients. She started her career in Big 4 accounting with Deloitte and her public accounting experience includes audit, tax planning as well as strategies for compliance. In this role, she gained technical experience and an understanding of the implications audit, tax, and compliance have on the business. While working for a manufacturer, Akta was the sole accounting resource and managed all aspects of the accounting and finance function. This in-house operational experience gave her an understanding of the operational challenges entrepreneurs face. Akta enjoys working with clients to help them improve their accounting processes as well identify key elements that help them with better decision making.
Akta’s hobbies include hiking, travelling, swimming and organizing her home.
Alison Oppel
About Alison Oppel
Alison serves as an Accounting Manager for our clients. She has more than 7 years of experience and has worked with a wide range of SaaS companies. She believes that organized and efficient financial processes are the foundation of success, and she takes pride in helping businesses streamline their operations to maximize their potential. She strives to bridge the gap between accounting and business operations by making financial information accessible and understandable. As a former Salesforce administrator, she has expertise in automating billing processes and leveraging CRM data for financial reporting and benefits. Alison has helped numerous businesses streamline their billing operations from deal close to invoice collection, enhancing efficiency and scalability.
Alison’s hobbies include spending as much time outdoors as possible. running, cycling, hiking, and spending time with her dog.
Angela Barnes
About Angela Barnes
Angela is an Accounting Manager for our clients. She has over 10 years of accounting and finance experience, working in sectors like SaaS, eCommerce, AI, and Supply Chain. Angela is an expert in improving profit margins. She’s always looking for opportunities to minimize revenue leakage and improve AP processes. Angela prides herself in ensuring that clients have timely, accurate, and insightful reporting that will help them make the most informed decision possible.
Outside of work, Angela enjoys kayaking, paddle boarding, and watching her kids play in youth sports.
Autumn Martin
About Autumn Martin
Autumn serves as an Accounting Manager for our clients. She has over 15 years of experience in accounting, working with companies in the SaaS, digital advertising, and promotional products sectors. Her expertise lies in operational accounting, where she excels at managing the month-end close, ensuring financial accuracy, and fostering a culture of transparency. Autumn has always gravitated towards small teams, where she can seamlessly integrate into an organization’s workflow and contribute to a collaborative environment. One of her most rewarding experiences involved transforming a SaaS company’s billing and revenue management from a labyrinth of spreadsheets into a cohesive system. This project not only streamlined the company’s order-to-cash process but also provided them with valuable insights into their financial performance. When working with new clients, Autumn seeks to take ownership of the complexities of accounting, so her clients can dedicate their time and energy on building their business.
Autumn’s hobbies include being outdoors (hiking, swimming, skiing), cooking, and watching the latest documentaries on all the streaming services.
Brandon Munoz
About Brandon Munoz
Brandon serves as an Accounting Manager for our clients. He has over eight years of accounting experience ranging from start-ups to multinational public corporations. After starting his career with PwC in the banking and capital markets group, he joined a start-up performing accounting and finance services for twenty other start-ups. His most recent employer was Spark Networks, a public SAAS corporation based in Berlin.
In his spare time, Brandon enjoys learning how to prepare fine french dining, practicing his not-so-fine stand up comedy, painting miniatures, and watching movies.
Brisilda Kalaja
About Brisilda Kalaja
Brisilda serves as a Senior Accountant for our clients. She has 15 years of accounting experience across numerous sectors, including Entertainment, Education, Health and Insurance, Capital Ventures, Software, and Restaurants. Brisilda’s wide range of industry experiences has honed her creative problem-solving skills, and she values the opportunity to learn from clients. An achievement she is proud of is implementing a collections strategy for a client in Education that helped reduce their AR from 1M to their current net 30 invoices. Brisilda believes continuous communication is the key to serving clients as an accountant. She places a premium on earning client trust daily and building lasting relationships.
Brisilda enjoys hanging out with her family, having long video chats with her best friends in Europe, swimming, and traveling when she can.
Cal Jacquay
About Cal Jacquay
Cal serves as a Senior Accounting Manager for our clients. He has over 10 years of accounting experience across a variety of sectors, including eCommerce, SaaS, Professional Services, and Manufacturing. Cal is passionate about simplifying accounting and finance processes so that client’s teams are freed up to focus on their product. He has led companies through audits, set up foreign subsidiaries, and supported multiple companies through fundraising rounds. Cal cites his CPA training as an experience that allowed him to grow his understanding of GAAP compliance and taxes. He considers his expertise to be updating client tech stacks to the latest platforms, cleaning up historical financials, and providing a blueprint for monthly financials. Cal focuses on setting a foundation for clients’ accounting and financial processes that will scale with their growth.
Cal enjoys spending time with his family, watching professional sports, and spending as much time as possible at their lake house.
Camille Calma
About Camille Calma
Camille has over 6 years of experience in accounting working with clients in the SaaS, Biotech, eCommerce, and Consumer Goods sectors. Her expertise includes financial reporting and account reconciliations. For most of her career Camille has been an outsourced accounting consultant and has developed the skill of attending to each company’s specific requirements. She is particularly proud of her efforts to make her client’s lives easier by cleaning up their financial records and establishing new processes. While working with consumer goods companies, Camille learned that each internal department needs different types of data to make sound decisions, expanding her ability to provide service across departmental functions. When working with new clients, Camille’s priority is to first understand her client’s accounting needs and familiarize herself with processes they have in place. From there, she looks for ways to implement value-added processes that can grow with their business.
Camille’s hobbies include exploring new places through travel, trying local cuisines and meeting new people. She also enjoys alone time with the company of books and music.
Candice Wu
About Candice Wu
Candice is a Senior Accountant for our clients. She has over 7 years of accounting and finance experience across the Biotech, ECommerce, Medtech, SaaS, Real Estate, and Enterprise Software sectors. Candice values precision and clarity in financial reporting, ensuring her clients receive reliable and insightful financial analyses. She works diligently to understand the needs of each client and give them the information needed to make informed decisions that help grow their business. When working with a client, Candice focuses on establishing a strong foundation of trust and clear communication. By working to understand a client’s business, she can provide tailored financial solutions that meet their unique needs.
Candice enjoys spending time at the beach, staying active, practicing yoga, and dancing. She also makes time to explore fashion styles and trends for fun.
Caroline Montgomery
About Caroline Montgomery
Caroline is an Accounting Manager for our clients. She has over 18 years of accounting and finance experience, working in sectors like SaaS and Fintech. Caroline loves troubleshooting and finding areas of improvement. She likes getting into the weeds when a potential issue is identified and finding the best possible solution for our clients. Caroline prioritizes developing a solid understanding of a client’s product/service and overall business goals when she begins a new engagement so that she can ensure her efforts are aligned with the client’s priorities.
When she’s not working, Caroline enjoys traveling, attending concerts, boating, spending time at the beach, and collecting sea glass.
Chelsey Grygorcewicz
About Chelsey Grygorcewicz
Chelsey serves as an Accounting Manager for our clients. For the past 12 years she has been working in finance, with the last 6 years focused on technology startups. As a consultant, she has worked with over 40 clients both within and far beyond her hometown of New York City. She has worked with clients across SaaS, eCommerce, Fintech, Biotech, and Entertainment. Her specialties include audit, fundraising due diligence preparation, and applying her knowledge of GAAP standards to revenue recognition processes and policies for SaaS companies.
Chelsey’s hobbies include painting, hiking, and pilates.
Connor Disbrow
About Connor Disbrow
Connor serves as an accounting manager for our clients. He has over 6 years of experience working with companies in the SaaS, artificial intelligence, biotech, and edtech sectors. He started his career as a tech company auditor with PwC. His time at PwC taught him to be a competent technical accountant and enhanced his ability to research and read through complex accounting rules as well as apply that knowledge to each client’s individual situation. Connor enjoys working with a wide range of clients, from newly incorporated clients with no processes to clients who need to overhaul outdated or incorrect methods. He takes pride in his work to improve how a business functions through streamlining its accounting processes in areas such as collections, payables, business analysis, and financial accuracy. When working with a new client, Connor emphasizes consistent communication so he can fully understand a situation before forming an opinion on the next step forward. His goal is to develop a relationship through a pattern of success that shows he is capable of impacting the company in a positive way.
Connor’s hobbies include traveling, playing basketball, vintage shopping, video games, studying psychology & philosophy, and experiencing new food.
Dan Drewes
About Dan Drewes
Dan is an Accounting Manager for our clients. He has over 6 years of accounting and finance experience working in the B2B SaaS sector. Dan has the unique experience of doing in-house finance and accounting work with startups. He utilizes his expertise to help founders build and scale their finance and operations. Dan’s goal when working with new clients is to understand their business model and dig in from there to see where he can add value and resolve inefficiencies.
When he’s not working, Dan enjoys lifting weights, cooking, hiking with his Bernedoodle, and spending time with his family.
Derek Lund-Richardville
About Derek Lund-Richardville
Derek serves as Senior Accountant for our clients. He has more than 8 years of experience and has worked with companies in the SaaS, biotech, e-commerce, and healthcare sectors. His expertise lies in guiding businesses through the complexities of accounting and helping them understand the need for certain processes and systems. Derek enjoys working with startups due to the opportunity to actively participate in process development, rather than simply inheriting existing systems. Through this experience, he has learned the importance of aligning accounting practices with the strategic goals of a business. When partnering with new clients, Derek’s objective is to establish a GAAP-compliant foundation so his clients can pass audits with relative ease and set them up for the opportunity to raise capital.
Derek’s hobbies include hiking, camping, biking and pretty much any activity in the mountains.
Donald Pearce
About Donald Pearce
Donald is an Accounting Manager for our clients. He has 12 years of accounting and finance experience across numerous sectors, including SaaS, BioTech, Telehealth, Manufacturing, and Retail. Donald believes that difficult and uncomfortable times are often our best teachers and that these experiences can serve as a catalyst for growth. He believes building strong relationships and empowering others to succeed are winning approaches to work. An experience Donald is particularly proud of is helping build finance and accounting systems from the ground up for a client that has experienced rapid, exponential growth. In every client relationship, Donald’s aim is to earn their trust.
Donald is fueled by a curiosity for learning and enjoys exercising, hiking, and spending time relaxing at the beach.
Dustin Deitman
About Dustin Deitman
Dustin serves as a Controller for our clients. He has 15 years of experience in various finance and accounting roles, and over 10 years with a CPA. His expertise includes FP&A, financial accounting, and building financial models. His career has focused in the financial services industry.
He is a huge fan of the Mets (“Ya Gotta Believe”) and loves trying new restaurants (he misses the NY scene). Dustin can also be found exercising, hiking, looking at real estate, or occasionally binge-watching a show.
Ellie Delos Reyes
About Ellie Delos Reyes
Ellie has over 6 years of accounting and finance experience across the SaaS, Crypto, and Healthtech sectors. Ellie takes pride in her ability to communicate complex financial information and keep the clients she works with well-informed. She also has a strong analytical skillset, allowing her to navigate financial data quickly and pull key insights. Something that Ellie loves about working with startups is the dynamic environment and opportunities to learn. In each engagement, Ellie’s goal is to help clients understand their finances, uncover opportunities for improvement, and provide insights that will help grow their business.
Ellie enjoys traveling and experiencing new cultures to broaden her perspective and enrich her life. She loves the beach and spending quality time with her dog.
Emely Aranzales
About Emely Aranzales
Emely serves as an Accounting Manager for our clients. She has 8 years of experience in accounting and has worked with companies in the eCommerce, SaaS, and AdTech sectors. She started her career in audit at PwC which set her standard for what it means to deliver great work in client services. While at Foursquare, the company grew from 200 employees to 400 employees giving her first-hand experience in a rapidly scaling environment. She is familiar with mergers and acquisitions and the after-effects of combining two sets of books. Emely enjoys building processes to improve efficiency having streamlined a monthly close process from 20 days to 5 and working with engineering teams and project managers to establish a process for capitalizing software. She has implemented a wide variety of systems for expense management, sales tax, and AP/PO along with drafting the policies for the management of those systems.
Emely’s hobbies include nature walks, yoga, and learning about cool cities.
Ephy Kileen
About Ephy Kileen
Ephy Kileen is a Senior Accountant for our clients. She has over 20 years of accounting and finance experience across the SaaS, SMB, Retail, and Medical Cannabis sectors. Ephy draws on her experience with small businesses, nontraditional industries, and teaching to bring a robust and accessible approach to explaining finances. When working with a new client, she digs deep to understand the client’s top-level goals so that she can organize her subtasks well.
Outside of work, Ephy and her husband like to travel to see bands they enjoy and sightsee around whatever city they find themselves in. Ephy enjoys baking treats, listening to podcasts and music, and playing with her cats.
Erin Dohan
About Erin Dohan
Erin serves as an Accounting Manager for our clients. She started her career in real estate accounting where she learned the fundamentals of accounting practices for small businesses. After 3 years, she began consulting for tech companies in manufacturing, SaaS, insurance, and mobile apps. When starting with a new client, Erin likes to get to know that client by reviewing their books and making recommendations to improve accounting standards or processes. Erin enjoys working with multiple clients, in particular venture-backed companies, where there is always something new to accomplish or to learn.
Erin’s hobbies include organizing her home, working out on her Peloton, tasting wine, and being outdoors with her family
George Sullivan
About George Sullivan
George serves as a Senior Accounting Manager for our clients. He has 9 years of experience in accounting and has worked in the consumer, insurance, biotech, manufacturing, and utilities sectors. George believes the right systems and procedures are foundational to building efficient accounting operations and getting information to decision-makers in a timely manner. By taking a high-level view of overall company operations and consolidating processes he was able to shorten the monthly close cycle from 30 days to 2 days. Having worked in startups he has built accounting teams and has managed the accounting for a wide range of operational needs including HR, compliance, and sales tax, as well as being the internal point person for a company undergoing a Big 4 audit. He enjoys owning the financials and bringing financial insights to decision-makers.
George’s hobbies include exploring new cities, pro wrestling, video games, and enjoying the outdoors while hiking.
Hak Ali
About Hak Ali
Hak is an Accounting Manager for our clients. He has over 9 years of accounting and finance experience, working in sectors like Saas and Financial Services. Hak’s expertise is building and presenting financial models in an easy-to-understand structure. He enjoys working on and updating forecasts. Hak’s goal when working with clients is to build trust; he never wants clients to worry about the accuracy of the data they’re using to make important decisions about their business.
When he’s not working, Hak enjoys playing soccer, watching soccer, and playing soccer video games.
Jessica Holly
About Jessica Holly
Jessica serves as an Accounting Manager for our clients. She has 15 years of experience in accounting with the last 5 years in public accounting, consulting for SaaS and eCommerce startups. Jessica understands the importance of open communication with her clients and strives to anticipate client needs and build a collaborative relationship. When working with a new client, she reviews existing daily procedures to identify ways to improve processes and data integrity. Whenever possible, her goal is to streamline accounting operations through software integrations that are capable of scaling with her clients. She also understands the importance of airtight accounting operations and their impact on revenue recognition.
Jessica’s hobbies include yoga, hiking, cooking, and watching TV with her cat.
Jimaica Rodriguez
About Jimaica Rodriguez
Jimaica has over 4 years of accounting experience and has worked in the SaaS and Biotech sectors. Jimaica enjoys watching startups grow and likes providing valuable data that helps clients in their decision-making. She’s particularly motivated by new tasks because she finds value in problem-solving. Jimaica is not intimidated by disorder and takes pride in ensuring that clients’ books are accurate. She considers her expertise to be in Financial Reporting and Account Reconciliations. Jimaica sees making clients’ lives easier as her main goal and puts every effort into understanding client needs and expectations so she can add real value to their teams.
Jimaica enjoys watching TV series and movies. She’s passionate about trying different restaurants and rating them based on taste. When she has time, she also loves spending time with her cats.
John Truong
About John Truong
John serves as a Senior Accounting Manager for our clients. He has 10 years of experience in accounting and has worked with companies in the consumer internet, SaaS, manufacturing, and wealth management sectors. He started his career as an investment analyst for a wealth management firm, so he understands firsthand the importance of clean financial statements for building trust with investors. Having worked in startups, he has experience building all aspects of accounting operations from the beginning with an eye toward setting up systems and processes that can scale. John’s expertise goes beyond accounting and includes building financial models, cash forecasts, investor relations, and fundraising. In his prior role, he scaled the company from 4 people to 60 people by providing accounting and financial oversight, and serving as an interim chief compliance officer. He simultaneously managed human resources, recruiting, and building out financial models to support the Series A and B rounds.
John’s hobbies include being on the water in his kayak and spending time with his dog Oliver.
Johndel Amoguiz
About Johndel Amoguiz
Johndel has over 6 years of accounting experience, collaborating with clients in the SaaS, Crypto, and manufacturing sectors. He is always eager to expand his accounting expertise to emerging fields like crypto, reflecting his commitment to continuous learning. Johndel believes that establishing a system for every accounting process (A/P, A/R, and Payroll) is crucial for enhancing efficiency and avoiding analysis paralysis. When working with new clients, Johndel’s primary goal is to understand each client’s unique needs and expectations. By building a strong rapport with his clients, he can identify areas where he can add value and earn his client’s trust.
Johndel’s hobbies include traveling, hiking, coffee shop hunting, and playing badminton with friends. He also enjoys reading and watching crime documentaries.
Joy Hu
About Joy Hu
Joy serves as a senior accountant for our clients. For the last 6 years, she has been working for technology startups in the eCommerce, SaaS, and Healthcare sectors. She enjoys working with clients to fix errors in their underlying accounting data so their financial statements more accurately present the value of their business to investors and board members. She builds strong client relationships through proactive communications and keeping clients up-to-date on work that requires troubleshooting.
Joy’s hobbies include baking and watching movies.
Jude Alug
About Jude Alug
Jude has over 4 years of experience in accounting working with clients in the SaaS, Games, and Healthcare sectors. His expertise includes accounts payable processing, account reconciliations, and financial reporting. When working with a new client, Jude believes it’s crucial to comprehend the nature of his client’s business as well as their operational processes so he can make recommendations for improving accounting controls, efficiency, and data accuracy. Jude aims to build trust with his clients by consistently producing high-quality, accurate outputs.
Jude’s hobbies include reading books, watching movies and TV shows, and spending time with his dogs.
Karen Misaki
About Karen Misaki
Karen serves as a Senior Accountant for our clients. She started her career in accounting 13 years ago and has 8 years of experience in audit, reviews, compilations, and tax. She has worked across a variety of industries including software, manufacturing, hospitality, and healthcare. Karen likes to work with startups from the outset so she can build a strong foundation for financial data. That being said, she believes working with any venture-backed company, at any stage, is always interesting and always exciting.
Karen’s hobbies include cooking, finding new restaurants, and watching TV.
Kari Cook
About Kari Cook
Kari serves as an Accounting Manager for our clients. She started her career in Big 4 public accounting as a tax consultant, serving large and complex corporate clients focusing on strategies that can be implemented for long term growth. From her six years in public accounting, Kari adopted and maintains a high-quality standard in client service to create value for her clients. Before joining Attivo, Kari spent over two years at a purpose-driven manufacturing startup focused on addressing affordable housing, building accounting policies and procedures from the ground up, and navigating operational and finance issues that arose in the company’s early years. Kari’s experience and resourcefulness will allow her to be a valuable partner to her clients as they grow and strive to make an impact.
Kari enjoys live music, drinking wine, playing volleyball, and collecting cookbooks (not all at once. . .or, yes, maybe all at once).
Karla Fernandez
About Karla Fernandez
Karla has over 4 years of accounting experience, collaborating with clients in the SaaS, Biotech, eCommerce, Cryptocurrency, and Games sectors. Her expertise lies in Account Payable Processing, Account Reconciliation, and Financial Statement Preparation, ensuring that her client’s financial records are accurate, up-to-date, and aligned with their goals. The insights Karla has gained from her audit work have added to her expertise in financial reporting, internal controls, and overall understanding of how businesses work. When onboarding new clients, she strives to understand her client’s accounting processes, implement effective strategies to improve financial accuracy and foster long-lasting client satisfaction.
Karla’s hobbies include playing with her dogs, traveling, and collecting anime figures.
Karleen Masada
About Karleen Masada
Karleen has over 10 years of accounting experience and she works with clients in the SaaS, Healthcare, EdTech, and eCommerce sectors. Her expertise lies in assisting clients in preparing accrued and deferred revenue schedules as well as payroll reconciliation schedules. When working with new clients, Karleen’s objective is to gain a thorough understanding of her client’s business operations, financial reporting requirements, and internal processes. This allows her to address each client’s specific needs and ensure that their financial information is accurate, timely, and compliant with relevant regulations.
Karleen’s hobbies include cooking, traveling, and painting.
Kris Ocampo
About Kris Ocampo
Kris has over 4 years of accounting experience, collaborating with clients in the Biotech, AgTech, Robotics, and SaaS sectors. She embraces opportunities to work with innovative technologies and stay at the forefront of emerging trends. With each new experience, she develops a thorough understanding of the accounting nuances of that industry. In her view, payroll and regulatory compliance is not just about adhering to legal requirements, it’s about leveraging accounting principles to optimize operations and drive positive change. When working with new clients, her priority is to make sure her clients experience the positive impact Attivo brings to their business by focusing on streamlining processes and increasing work efficiency, which ultimately contributes to her client’s overall success.
Kris’s hobbies include watching detective and dystopian-themed television shows and movies as well as a fascination with astronomy.
KT Pangue
About KT Pangue
KT has more than 10 years of experience in accounting across SaaS, cryptocurrency, biotechnology, and manufacturing companies. He started his career in audit, helping to build internal policies and procedures that regulate the overall efficiency of a company’s operations. He later shifted to consulting providing accounting services and financial statement preparation. KT particularly enjoys onboarding clients and getting their accounting processes to a point where a regular cadence is in place. He seeks to provide his clients with accounting information that is essential for managing and building their business. In KT’s view, every client provides a new opportunity to work with a management team that is striving for growth and the possibility to expand his knowledge across accounting processes, compliance, communication, and decision-making.
KT’s hobbies include reading a good book, watching movies, going to the beach, and hanging out with friends.
Lauren Parker
About Lauren Parker
Lauren serves as an Assistant Controller for our clients. She has over 10 years of experience working with rapidly growing companies. She has managed the accounting for businesses ranging from newly formed to $300MM in annual revenue and has significant experience in the consolidation of multi-entity organizations. Her career has focused on companies in eCommerce, SaaS, and Energy Trading. Lauren’s accounting passion lies in helping companies fundraise and actively helping manage their lines of credit or venture capital backing.
Lauren’s hobbies include triathlons, reading, and happy hour.
Lydia Chen
About Lydia Chen
Lydia serves as a Controller for our clients. She has 17 years of experience in consulting and has worked with over 40 clients in SaaS, manufacturing, marketplaces, and construction. She systematically addresses a wide variety of client needs including forecasting revenue projections to determine cash runway, analyzing sales tax compliance, finding the right solution for business insurance, setting up and consolidating international entities, managing 409A renewals, and supporting investor requests.
Lydia’s interests include traveling, karaoke, and spicy food.
Mara Galban
— “The thing I love best about accounting is the value it provides to the company, the fun in crunching numbers, and endless learning.”
About Mara Galban
Mara has over 9 years of accounting experience working with small to medium-sized companies in the retail, SaaS, and service industries. She enjoys collaborating with her clients and Attivo team members to find solutions to client issues. Her love of learning has led her to take on additional responsibilities for onboarding new clients and training new team members.
Mara’s hobbies include watching movies, anime, and dining outside.
Mark Bermillo
About Mark Bermillo
Mark has over 5 years of accounting experience with two years in audit. He has worked with startups in the Biotech, Manufacturing, Real Estate, SaaS, Crypto, and Gaming sectors. His expertise is in working with clients to establish high-quality, standards-based accounting processes and procedures from the start. Mark believes accounting is a great tool for communicating among stakeholders and creates a financial foundation with the power to influence business decisions.
Mark’s hobbies include cooking as it relaxes his brain after a long day and traveling with his family to explore what nature has to offer.
Matthew Stiffler
About Matthew Stiffler
Matthew is a Senior Accountant for our clients. He has over 9 years of accounting and finance experience, working in sectors like Manufacturing, CPG, SaaS, Real Estate, Med Tech, Bio Tech, AI, and Energy. Matthew prioritizes building trust with clients and providing peace of mind that their accounting and finances are being done correctly. Through his work, Matthew wants to free clients up to focus more on running and improving their business. He takes great satisfaction in being a part of the journey and supporting clients as they grow and succeed.
Matthew enjoys spending time with his girlfriend, their daughters, and dogs. When he’s able, he spends time running, hiking, snowboarding, and being outdoors. In the fall, he loves watching college football.
Megan Ward
About Megan Ward
Megan serves as an Accounting Manager for our clients. She has over six years of experience in accounting, working with private companies in various industries including manufacturing, renewable resources, and real estate. Megan is familiar with rapidly growing startups having been a part of a company that grew from 60 employees to over 200 in two years. She led the effort to build and maintain budgets across teams and provided variance analysis to department heads comparing budgets vs actuals. Megan also gained exposure to global operations, with 7 international subsidiaries, and assisted in establishing the second headquarters in Malaysia. Her experience in manufacturing taught her the importance of inventory controls and the impact of working capital on cash. She is also skilled in building reporting packages for lenders as well as being the point person for auditors.
Megan’s hobbies include camping, traveling with family and friends, and catching up on Netflix.
Micah Largosa
About Micah Largosa
Micah has over 9 years of accounting experience and has worked with startups in the SaaS, robotics, manufacturing, retail, real estate, and service sectors. Micah believes accounting plays an important role in providing reliable financial data to management teams so they can make decisions. As part of the monthly close, she specializes in reconciling accounts and preparing financial statements. Her desire to help her clients grow motivates her to do her best every day.
Micah’s hobbies include watching movies and documentaries as well as traveling with family.
Michael Christopher
About Michael Christopher
Michael serves as an Assistant Controller for our clients. He has over 15 years of accounting experience with expertise in building the accounting and finance function from scratch. Operationally he is focused on building Finance teams that serve as the integrating force within a company, and that help all departments in the organization improve their effectiveness. He has experience in a number of industries, including Education, Enterprise SaaS, Social, Gaming, Creative/Design, Real Estate, and Manufacturing.
Michael’s hobbies include ballroom & swing dancing, board games, and volleyball.
Michelle Minor
About Michelle Minor
Michelle has over 9 years of accounting and finance experience across the SaaS, Biotech, Shared Services, and Manufacturing sectors. Michelle loves meeting new people and brings this person-first approach into her accounting work. She is thorough in her approach to learning about the businesses she serves and uses this knowledge to offer the best possible solutions for clients. When Michelle works with clients, her primary goal is to help them set up or clean their books to drive future success.
When she’s not working, Michelle is busy making future travel plans for her next great adventure.
Nathan Farra
About Nathan Farra
Nathan serves as a Senior Accountant for our clients. He started his career as an Analyst before switching to Accounting in 2016. As an analyst, he looked at sales trends and seasonality reporting to the company’s CFO. As an accountant, Nathan has worked with companies in the technology industry, as well as creative design firms and breweries. In his last role, Nathan was the only accountant at his company and was responsible for all aspects of accounting including modeling and presenting to the C-suite. He prides himself on accuracy and consistency, and especially enjoys revenue recognition and working with datasets in Excel.
Nathan’s hobbies include cooking, board games, and hiking with his greyhound John.
Neema Jansen
— “Accounting for startups gives me the opportunity to work with a wide range of businesses. What I learn in one industry, I can apply to another, allowing me to work smarter, not harder.”
About Neema Jansen
Neema serves as a senior accountant for our clients. She has more than 10 years of experience in accounting working with companies in the SaaS, manufacturing, and licensing sectors. She started her career as an in-house accountant focused on AP and AR. Since then, she has acquired skills across all aspects of accounting operations and has led accounting teams. Neema enjoys working with startups and setting up systems from the start. She also enjoys being a part of the funding process and having a chance to face all the challenges from the beginning. She strives to streamline workflows through software and processes and always looks forward to sharing her knowledge with her colleagues. When working with a new client her goal is to learn as much as possible about the business so she can help her clients solve their problems and achieve their business goals.
Neema’s hobbies include beach days with her family, shopping and watching her favorite shows.
Oz Escutia
About Oz Escutia
Oz is a Senior Accountant for our clients. He has over 10 years of accounting and finance experience across sectors like SaaS, Crypto, and Aviation. Oz strives for attention to detail in everything he does for our clients, which is what helps him produce accurate financial statements. He’s energized by supporting growth in dynamic environments, particularly when it comes to scaling invoicing systems to collect revenue. Oz seeks to earn client’s trust through the accuracy and dependability of his work.
When he’s not working, Oz enjoys using his accounting knowledge to manage his own personal investment portfolio. He also enjoys spending time with his family, playing with his toddler, and watching sports.
Rachel Tavana
About Rachel Tavana
Rachel serves as a Controller for our clients. She started her career in Big 4 public accounting and after two years, transitioned into industry. She has held roles at Fortune 10 and Fortune 100 companies and eventually made her way into the San Francisco startup world where she has worked across multiple VC-backed companies in the biotech, e-commerce, and software industries. She enjoys working with her clients to problem solve and overcome barriers to growth.
Rachel’s hobbies include traveling, pilates, and watching “The Office” reruns.
Ralph Alcober
About Ralph Alcober
Ralph serves as a Senior Accountant for our clients. He has 5 years of experience in accounting and has worked with companies in the BioTech, SaaS, Crypto, and eCommerce sectors. He started his career in audit at Grant Thornton. That experience taught him the rigor of audit and the importance of paying attention to the details when building schedules, verifying balances and making sure everything ties. Ralph specializes in optimizing and automating reporting whenever possible to improve efficiency and eliminate manual errors. He has experience with SaaS revenue reporting, building trackers, and reading contracts to understand the timing of revenue recognition. He enjoys working with startups where he can build processes from scratch and can create meaningful financial reporting in an environment that is constantly changing.
Ralph’s hobbies include watching anime, playing video games, going to the gym, camping, hiking , and surfing.
Rose Smith
About Rose Smith
Rose serves as an Accounting Manager for our clients. She has 8 years of experience in accounting and for the past 3 years, she has focused on startups working in the eCommerce, SaaS, Hospitality, and Consumer Packaged Goods sectors. She enjoys working with clients to professionalize their tech stack, moving them from excel to software systems. She specializes in applying her knowledge of GAAP standards to revenue recognition processes and policies for SaaS companies.
Rose’s hobbies include yoga, paddleboarding, and reading non-fiction.
Saeed Rhaman
About Saeed Rhaman
Saeed serves as a Senior Accountant for our clients. He has 6 years of experience in accounting and started his career with the Government of Tampa, Florida, where he cultivated his proficiency in various functions of accounting. Subsequently, he served as an accountant at one of the largest Private Equity commercial real estate firms where he assisted with accounting for multiple acquisitions in Georgia and South Carolina. Saeed later transitioned to a client-facing role successfully assisting with the onboarding and day-to-day accounting of 8 SaaS clients while helping manage a team of 4 overseas accountants. Saeed’s experience encompasses various sectors, including SaaS and technology startups, Private Equity real estate, and government and nonprofit organizations, underscoring his adaptability across diverse industries.
Saeed’s hobbies include strength training, karaoke, playing guitar, listening to Pink Floyd and Guns n Roses, and meditation.
Sally Lee
About Sally Lee
Sally serves as an Assistant Controller for our clients. She has 17 years of experience in accounting and has worked with clients across SaaS, Enterprise Software, Consumer Internet, Consumer Goods, and Manufacturing sectors. Sally specializes in cap table management working with clients to ensure their documentation is complete, calculations are correct, their 409a valuation is current, and ultimately resolving any differences between expectations and reality.
Sally’s hobbies include traveling, party planning, and reading.
Shaun Tonyes
About Shaun Tonyes
Shaun serves as a Senior Accountant for our clients. He has 6 years of experience in accounting and has worked with companies in manufacturing, market research, healthcare, and energy. His diverse accounting experience gives him a broad perspective when finding solutions for his clients. When engaging with clients, Shaun focuses on building a roadmap for their monthly close with an eye on process improvement and efficiency.
Shaun’s hobbies include skiing, golfing, traveling and discovering new foods.
Steve Wang
About Steve Wang
Steve serves as an Assistant Controller for our clients. He has 20 years of experience in accounting and for the last 7 years has been consulting with clients in the Enterprise and SMB SaaS, AI, Medical Device, and Fintech sectors. His public company experience has given him insight into what a company needs for scale. When implementing systems his focus is on creating a seamless operation with as much automation as possible so his clients know their accounting is timely, accurate, and reliable.
Steve loves laughing with his daughter and is a fanatical Lakers fan. His hobbies include tennis, travel, and food.
Virginia Avunjian
About Virginia Avunjian
Virginia serves as an Assistant Controller for our clients. She has over nine years of experience in accounting, working with public and private companies in various industries including eCommerce, SaaS, and advertising. For the last five years, her focus has been consulting, and Virginia has played a vital role in helping high-growth companies build their accounting teams, policies, and technology infrastructure. She combines these skills when establishing policies and procedures that ensure an accurate and timely month-end close. Having worked for a company that grew from 80 employees to 300 in one year, she understands the importance of having infrastructure that scales. Virginia also has experience consolidating financials for clients with international entities.
Virginia’s hobbies include Pilates, hiking, travel, embroidery, live music, and cooking.
Operations
Dorothy Pavloff
About Dorothy Pavloff
Dorothy serves as the Director of Business Development at Attivo. She has spent her entire career in tech. Prior to joining Attivo, she was a partner with California Technology Ventures, a venture capital firm investing in software and medical devices. She brings a deep understanding of what investors are looking for when investing in startups and uses that knowledge to find solutions for our clients. Her relationships within the venture ecosystem help us expand our network of experts who guide our clients through scale.
In her free time, you can find Dorothy texting with her teenage daughters, or injuring herself in her garden.
Grant Lee
About Grant Lee
Grant services as Technical Recruiter at Attivo Partners. He has been involved in technical recruiting for the last two years and his efforts to source new team members have been an integral part of Attivo’s growth. He is a full cycle recruiter, working with candidates from start to finish. He is focused on recruiting Attivo’s accounting team from staff accountants to controllers. When talking to candidates about Attivo, Grant is looking to understand what type of role the candidate is searching for and find the best opportunities to match them. In Grant’s view, matching candidates to Attivo is easy since Attivo has a great culture of collaboration and mentorship, as well as exposure to innovative industries.
In his free time, you can find Grant traveling, eating out, playing Golf, Basketball and Pickleball.
Hillary Schauf
About Hillary Schauf
Hillary serves as our Executive Assistant. She is the go-to person for everything Attivo. Her multifaceted skill set and experience make an impact on every level of our organization. Hillary leads Attivo’s IT and Security initiatives and is an integral member of the internal operations team helping guide our company culture.
In her free time you can find Hillary reading as many books as possible or exploring the hiking trails in Marin.
Jennifer Kirn
About Jennifer Kirn
Jennifer serves as the Head of People & Talent at Attivo Partners. She has over 20 years of Human Resources experience, including as owner and operator of a consulting firm specializing in organizational development and fractional HR services. Jennifer excels in enhancing organizational culture, developing effective leadership, and fostering employee engagement. Having partnered with diverse organizations across numerous industries, she believes that relationship-building, collaboration, and consistent feedback are essential to long-term organizational success.
Outside of work, Jennifer enjoys traveling, attending concerts, and seeking unique, high-adrenaline experiences.
Mikee Quiambao
About Mikee Quiambao
Mikee serves as a Human Resources & People Operations Manager for Attivo. She has always been eager to expand her industry experience as well as develop her skills in other facets of HR. Mikee started her career as an HR assistant in the hospitality industry, then took part in recruiting Production Engineers, Engineering Supervisors, Machine Operators, and Logistics Staff for a manufacturing company. Prior to joining Attivo, she worked at a consulting firm gaining exposure to SaaS, healthcare, legal, and other sectors. Her roles have included initiating company activities, managing employee benefits, and sourcing talent through social media networks such as LinkedIn, Facebook, and Twitter. At Attivo, she is responsible for recruiting the best talent and planning company activities to help build our culture.
In her free time, Mikee likes to bake sweet treats, play with her niece, and discover new places to eat with family or friends.
Phillip Blake
About Phillip Blake
Philip serves as a Recruiting Manager at Attivo Partners. He has been involved in technical recruiting for the last 6 years and his recruiting efforts have been an integral part of Attivo’s growth. He enjoys being one of the first people our team members meet when starting the recruiting process with Attivo. Philip is a strong believer in Attivo’s culture of collaboration and the opportunities Attivo provides for professional growth. In his view, when you believe in the firm and its direction, it’s easy to encourage new team members to join.
In his free time, you can find Philip riding motorcycles, traveling, and practicing Olympic lifting.
Life at
Attivo
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