Finance, data engineering, and AI expertise in one team.
No translation layer between the business need and the build. LevelUp Finance deploys an integrated team that speaks the CFO's language and builds in the output layer that finance can actually use and trust.
J.T. is a finance operator turned builder who leads data-first transformations across multiple companies. He specializes in turning messy source systems into CFO-grade reporting and advises SaaS companies on connecting ARR to operational and strategic insight – then activating AI to surface what drives growth and retention. Previously, as an investment banker, he saw firsthand the valuation impact of weak data environments.
Sean owns client engagements from kickoff through delivery, making sure the analytics work is technically rigorous and built around how finance teams think and operate. He's spent over a decade on the inside, building BI organizations from the ground up and designing data products that executives actually rely on, which means he knows what good looks like, where implementations go sideways, and what it takes to deliver reporting that executive leadership can stand behind.
With 20+ years spanning data engineering, database administration, and enterprise IT, Greg has built a reputation for solving what others walk away from – extracting data from stubborn platforms, untangling complex integrations, and turning difficult problems into clean, dependable solutions. At LevelUp, he designs the reporting infrastructure that gives finance leaders confidence in their ARR and MRR numbers, meeting clients where they are across SQL Server, Snowflake, and Databricks. His current focus is building data environments where AI agents and analysts work from the same trusted foundation.
Ian partners with companies to understand their reporting requirements and then builds the infrastructure to automate them, replacing manual, error-prone processes with reporting and analytics leadership can trust. Drawing on FP&A, corporate development, and M&A experience across blue-chip corporates and venture-backed companies, he pairs financial fluency with technical knowledge to meet executive expectations under condensed timelines.
Is an accomplished accounting professional with decades of experience and extensive expertise in U.S. GAAP. At LevelUp, she ensures the integrity of the financial close process, reconciliations, and reporting, consistently delivering accurate, audit-ready results. Known for her precision and adaptability, Tara has supported organizations across the technology and construction industries, bringing rigorous accounting disciplines that strengthens and underpins LevelUp’s analytics and financial insights.
Priscilla keeps LevelUp running, leading business operations and go-to-market enablement so the delivery team can stay focused on client work. With a PhD and JD and a background spanning law, insurance, and forensic analysis, she brings a methodical, analytical approach to client onboarding, marketing, and the systems and standards that let the firm scale.
Paul thrives at the intersection of business strategy and data engineering. He has a knack for untangling messy problems, identifying what matters most, and designing data solutions that are both technically sound and easy for end users to trust. Whether architecting reporting environments or streamlining complex data flows, his focus is always the same: make data simpler, more reliable, and more valuable for the people making decisions.
Why one integrated team outperforms separate specialists.
Most finance data projects fail because the finance team and the data team speak different languages. The finance requirement gets handed to IT. IT builds a generic pipeline. Finance cannot trust, use, or maintain the output.
LevelUp Finance eliminates that translation layer. Finance expertise and data engineering work as one team, in your environment, aligned on the same deliverables from day one. That is why first deliverables arrive in a month, not after a six-month discovery process.