Who We Are
Passionate. Experienced. Creative. Driven to Impress.
Our professionals hail from ALL the former Big 6 consulting firms, technology companies and well-known industry brands.
Each of us brings diverse yet coordinated perspectives, relevant experience, a knack for creativity and a strong drive to impress our clients.
Meet the Team
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Ajay Kotha
FOUNDER and MANAGING PARTNER
REAL ESTATE EXPERT
FINANCIALS, SUPPLY CHAIN, CUSTOMER EXPERIENCE
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Joe Mannino
PARTNER
NEW YORK and NEW JERSEY LICENSED ARCHITECT
MEGA PROJECTS, DIGITAL FACILITIES and ENGINEERING, and PROJECT MANAGEMENT EXPERT
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Amee Kent
MARKETING and CREATIVE DIRECTOR
OPERATIONS and FIRM ADMINISTRATION
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Danny Booher
SALES ADVISOR and CHANNEL
FINANCIAL PLANNING, BUDGETING, FORECASTING, CONSOLIDATIONS AND ANALYTICS, SEC REPORTING
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Jo Anne Doyle
SOLUTIONS ARCHITECT
LEGAL ENTITY and SET OF BOOKS HIERARCHY
TAX REGIMES and CLASSIFICATIONS, VERTEX INTEGRATION
CASH MANAGEMENT and TREASURY, BANK and PAYMENT INTEGRATION
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Shannon Lockhart
PROJECT MANAGER (PMI CERTIFIED) and CHARTERED ACCOUNTANT
PROJECT ACCOUNTING, PROJECT BILLING, PROJECT COSTING
VAT and GST/HST/IST/PST TAX, LEGAL ENTITY and SET OF BOOKS HIERARCHY
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Sean Griffin
GLOBAL INDIRECT TAX LEAD
THIRD PARTY TAX CALCULATION and TAX RETURN PRODUCTS
VERTEX, ONESOURCE (Sabrix), AVALARA and SOVOS (Taxware)
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Holly Speagle
ACCOUNTING to FINANCIAL REPORTING LEAD and CPA
GL, AP, AR, FIXED ASSETS, GOVERNANCE, RISK and COMPLIANCE
TAX COMPLIANCE, LEGAL ENTITY and SET OF BOOKS HIERARCHY
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Ed Tan
SOURCING, PROCUREMENT and INVENTORY LEAD
REVERSE AUCTIONS, SUPPLIER RELATIONSHIP MANAGEMENT
CONTRACT LIFECYCLE MANAGEMENT, P-CARD INTEGRATION
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Phani Subramanya
MANUFACTURING, DISTRIBUTION and LOGISTIC LEAD
FDA RECALLS, WAREHOUSE MANAGEMENT, TRANSPORTATION MANAGEMENT
TARIFFS, SHIPPING DOCUMENTATION and EXPORTATION CONTROL
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George Hoff
WORKDAY EXTEND LEAD
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Shreyash Bohara
DATA LAKE and SAP ANALYTICS LEAD
EXECUTIVE DASHBOARDS, KEY PERFORMANCE INDICATORS (KPIs)
ANALYTICS and CONTROL TOWERS, SAP DATA ARCHITECT