AI-powered Autonomous Finance

Jeffrey Hunt | LinkedIn

Jeffrey Hunt is the VP, ERP Solutions at HSO with over 35 years’ experience. Prior to joining the HSO family, Jeff founded SHEA Global, which was acquired by HSO in June 2022.  Jeff focuses on optimizing business processes to drive operational excellence in organizations. 

His work as international chair of the ISO Technical Committee 176 (owner of 23 management system standards, including the leading global standard ISO 9001 – Quality Management Standard, and ISO 9004 – Quality of an Organization: Guidance for achieving sustained success) informs his work at HSO and with customers.  Beyond this, Jeff advises customers how to efficiently manage information and improving forecasts, whether budgeting and financial planning, S&OP, demand planning, supply chain, logistics or production planning.

Jeff Einig | LinkedIn

Jeff is a Senior Finance Technology Specialist at Microsoft with over 25 years of experience with Microsoft Business applications. His expertise and passion lie in digitally transforming companies’ finances through the strategic use of Microsoft technologies. Collaborating with internal teams, partners, and consultants, Jeff maps Microsoft solutions to customer challenges and priorities. Throughout most of his ERP career, he has focused on project-based or professional service organizations.

Prior to his 17 years working at Microsoft, Jeff held various roles in a Microsoft Partner, where he was involved in selling and implementing Microsoft Dynamics business applications. His expertise as a Certified Public Accountant (CPA) equips him with an insightful grasp of the financial intricacies within clients’ enterprises.

Greg D. Adams | LinkedIn

Greg D. Adams, CPA, is the SVP and Chief Financial Officer of American Management Association. He has held senior financial positions (CFO, COO & Director) for over 25 years in both the public and private sectors. Greg is also an author having released a financial resource-oriented guidebook in the form of an international crime thriller titled Green Shade$ (www.CPA-Author.com). His leadership mission is to help employees and business leaders achieve corporate excellence.

Shaun Taylor | LinkedIn

Shaun Taylor is the Chief Financial Officer for the Americas at Standard Chartered Bank (SCB).

SCB are a leading international banking group with a presence in 52 of the world’s most dynamic markets. With a history in the US dating back to 1902, the Americas franchise connects international corporate and financial institutions to the world fastest growing economies.

Shaun initially joined SCB in 2007, holding various global and regional Finance roles in Singapore before moving to Bangalore, India, where he was responsible for building out the offshore service centre.

In 2017, Shaun relocated to New York as CFO and joined the US Management Team as well as the Bank’s Executive Leadership Team and serves on the Institute of International Bankers executive committee.

In total, Shaun’s career spans over 30 years with Finance and Banking experience in various roles with PWC, Deutsche Bank and Barclays Capital across London, New York and Tokyo locations.

Shaun holds a degree in Mathematics from Bristol University and is a UK Chartered Accountant.

Matt Trager | LinkedIn

Matt is a data and product management leader specializing in driving transformation of Finance capabilities thorough modern technologies, data management and operating model change.  He has been in Finance Change for 20 years in both Global Tier 1 and Regional Commercial/Retail Banks in the US and UK leading programs to deliver cloud solutions, data warehouses, regulatory reporting platforms, and ERP/accounting suites. He currently leads the Finance Reporting and Analytics product at Wells Fargo charged with eliminating manual reporting, processes, controls and EUCs by leveraging Power BI, Alteryx, Power Apps and Power Automate.  Matt and his wife have two daughters and live in Charlotte, NC for the past 6 years since moving from London.

Mark Aubin | LinkedIn

Mark Aubin currently serves as SVP of Product and Market Engagement at Aptitude Software, where he is a member of the Product Leadership Team.  Mark works to identify and nurture market opportunities, and ensures the successful positioning of our suite of products to Aptitude’s clients, partners, and prospects.

Mark bring over 25 years of experience in enterprise financial applications and has served in senior roles as a software vendor, customer, and consultant. He has deep finance and operational knowledge across diverse industry sectors and has been focused on software solutions for financial regulatory compliance and modernization since 2007, including co-founding and leading product and technology for RevStream, a leading Enterprise Revenue Recognition and Management Solution. Since its acquisition by Aptitude Software in 2017, Mark has served in several strategic roles, including SVP of Sales, Solutions Consulting, Account Management for North America and Chief Innovation Officer.

Carl Gern | LinkedIn

Carl Gern, Director of Strategic Partnerships at Aptitude Software, brings 15 years of sales leadership expertise in enterprise software, outsourcing, and consulting. At Aptitude, he drives the partnership strategy, leveraging his skills in sales, channel development, relationship management, and business development. Carl’s strategic insight and proficiency in process consulting, contract negotiations, and marketing communications are key to expanding strategic alliances and aligning Aptitude’s offerings with market needs, fuelling the company’s growth and innovation.