I am excited for the chance to put my passion and skills into designing, implementing, and maintaining a fully modernized financial operating system for you. 

Finance Systems Architect

The experience and expertise that makes me a perfect candidate for this position:

  • I not only have the experience, but I am passionate about finance and technology and making them work together to gain new insights that are easily digestible for leadership
  • I have over 15 years of finance experience spread across various positions. This experience has made me well-rounded and I can bring different perspectives when it comes to creating dashboards and communicating with leaders.
  • I am known as the “tech guy” around the office. I enjoy incorporating automation into finance systems to make them more efficient and valuable. People often say that I make complicated technology things seem more simple.
  • I enjoy solving problems that require strategic thinking.
  • I have over 5 years experience building websites for clients. This provides several benefits that will translate well to this position such as:
    • I love working with technology and keeping up with emerging software solutions (that is one of the things that drew me to building websites was getting to try new tools and staying up-to-date with new technology)
    • I can communicate with all different types of people
    • I work in a fast-paced and ever evolving industry
    • I have experience working with the type of high-achievers that Full Focus serves
    • I have a creative/builder mentality from listening to client needs and then designing a website around client needs and my own expertise.
    • I am self-motivated and have an owner mindset from running my own business
    • I have used AI for several years now in my website business and try to find ways to streamline processes.

How I plan to be successful in this position:

    1. Conduct a thorough review of the existing system to understand its functionality and what all it tracks.
    2. Collaborate closely with the CEO to define key objectives and outcomes for the new system.
    3. Start exploring how each software program is used and see how each program can be integrated together to generate the best insights
    4. Begin building the system, starting with smaller datasets to ensure accuracy and reliability.
    5. Develop customized dashboards tailored to leadership needs.
    6. Maintain ongoing communication with the CEO and other leaders to ensure alignment throughout the process.
    7. Incorporate larger amounts of data and verify accuracy at each stage.
    8. Once the system is “finalized”, I will stay up-to-date with emerging technologies and look for ways to constantly improve the system

Areas I need to grow in:

  • I believe in being honest and having integrity so I think it is important to acknowledge where I am growing and how I plan to turn these areas into strengths.
    • I sometimes take slightly longer on tasks because I prioritize accuracy, but I consistently meet or exceed deadlines. I have grown in this area by putting myself in a fast-paced environment in my website business that pushes me to prioritize speed over accuracy depending on the task.
    • While I haven’t directly managed fully automated finance systems, I’ve built spreadsheet-based automations and have extensive finance and technology experience. I am confident I can quickly apply these skills to design a smart, AI-driven financial system. I also have a plan for how I would go about creating these smart automations that you can see above.
    • I have not used some of the accounting solutions you have mentioned in the job posting. I have a lot of experience using a multimillion dollar enterprise accounting solution so I know that I learn other software solutions quickly as well. Learning new software and technology is one of the things that comes naturally to me.

Future ideas and potential new revenue stream:

  • I know you offer group coaching, AI Business Lab, and even 1-on-1 coaching. I think after this system is created and shown how valuable it is for the Full Focus team, this could be another revenue stream.
  • Full Focus could offer to show other businesses how the new AI finance system works and how it could be beneficial to other businesses as well. You could either charge for training on how to create and implement this system or you could offer it as a value-added feature in your coaching or mastermind groups.