The Finance and Accounting team at InvestCloud is responsible for managing the company's financial health and ensuring compliance with regulatory requirements. They oversee SEC reporting, technical accounting processes, and strategic financial planning, while collaborating closely with leadership to optimize financial strategies and maintain robust financial controls across the organization.
Caroline Liu
Director Of Strategic Finance
Daniel Church
Vice President Finance
Fabiana Maschio
Finance Manager
Heather Bellini
CFO
John Engeman
Vp, Global Treasurer
Mital Patel
SEC Reporting Manager
Nick Marignoni
Technical Accounting, Lead
Oliver Emmerich
Senior Finance Manager
Steve Dexter
Vp, Global Controller
Zachary Morgan
VP Finance
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