MEET THE SCALEFACTOR TEAM
KurT RATHMANN, CPA
CEO & Founder
Kurt is a born and raised entrepreneur. He brings a diverse background measuring and growing businesses and functions as the Chief Everything Officer. He has a keen focus for growing revenue, refining operations and developing people. He is a news junkie, technological optimist, and has inherited the travel bug with a passion for exploring the world with his awesome wife.
Corey Bach, CPA
Driven by his Midwestern roots and entrepreneurial spirit, Corey brings Public Accounting, Controllership, and CFO experience as a Co-Founder in ScaleFactor. Solving technical complexities and quarterbacking our team of warriors motivates his Rise & Grind. Sports fanatic, family man, and education addict – life outside the office stays a constant adventure.
As the first employee, Derek eats, breathes, and sleeps ScaleFactor. He is the Culture Warrior. Most of his time is spent on automating internal operations, however he’s a true utility player and provides support wherever needed. When not at the office, the rest of Derek’s bandwidth is spent with his family, friends & two dogs.
Kristen is involved in all aspects of the client's financial operations and focuses on integrating with client day to day operations. When she isn't crushing requests for clients, she spends her time at CrossFit or in the outdoors. Kristen has an affinity for animals, especially cats, and is proudly known for it at ScaleFactor.
ANDREW MILLET, CPA
Director of Tax
Andrew leads the tax team overseeing client compliance to federal, state and business requirements. Andrew is also responsible for providing CFO level support, and guiding many ScaleFactor internal functions. When not on the grind, Andrew can be found at one of his favorite music venues, running, or with friends trying new restaurants/bars in Austin.
Zach is responsible for delivering core accounting support & CFO financial analysis. He is involved with taking new clients to a #stateofautomation. When he's not crushing work and High Brews, Zach enjoys cooking and his Texas Longhorns. Zach can also be found spending time with his lovely wife, their infant son, and their "fur baby" German Shepherd.
ADAM SHARROW, CPA
Senior Management Consultant
Adam is responsible for providing CFO, financial accounting and consulting solutions to clients. He’s passionate about coaching others and helping his team and each entrepreneur gain valuable insight into their business. When he's not growing a business, Adam can be found on the golf course or enjoying Austin's live music scene.
BASS BAUMAN, FP&A
Senior Financial Analyst
Bass is responsible for constructing financial models and for providing financial planning and analysis. He spent his early career in Fortune 500 corporate finance and now enjoys helping entrepreneurs and growth companies. When he's not crunching spreadsheets, Bass can be found exploring his hometown of Austin via foot, bike, bus, and occasionally automobile.
JIGAR PATEL, CPA
Jigar is responsible for delivering core accounting support, financial analysis, and CFO level solutions. He is a resident automation expert focused on the implementation process. When he is not busy coming up with clever hashtags like #stateofautomation, he enjoys watching films & TV shows from his vast media collection and spending quality time with his family and awesome wife.
Katie delivers topnotch accounting and CFO solutions to a wide range of clients. While her bread and butter is creating financial statements that would make the SEC blush, her real talent is strategic and operational consulting. When Katie steps away from the monitor, you'd most likely find her blazing a path running outside, dreaming about future travels or sitting on her porch enjoying a glass of red wine.
Senior Growth Associate
Mike is responsible for understanding client needs and matching them to the right ScaleFactor resources. When he's not scribing engagement letters or taking credit for the delivery team's work, he enjoys watching re-runs of the 2006 Rose Bowl, smoking competitive BBQ and welcoming the influx of new Austinites to his birthplace.
Taylor is responsible for evaluating the monetary effects of potential business decisions for his clients. He also assists in the creation of client organizational budgets and extended financial plans. Outside of the office, Taylor is most likely swimming at Barton Springs or buying unnecessary gear for the next camping trip with his family.
Robert is responsible for delivering core accounting support, financial analysis, and assisting in CFO level solutions. He also plays a role in client Discovery and on-boarding projects. When he's not in the office performing financial ninja wizardry, Robert can be found on the soccer field, exploring new coffee shops or getting into the mountains to snowboard any chance he gets.
Director of Products
Brian is responsible for building client facing products to present complex data in a simple, intuitive way. He focuses on customer needs working towards scalable, automated solutions that change the way businesses and growth companies make decisions. When he’s not developing FinTech’s next big idea, he enjoys traveling the globe with his wife in a quest to visit 50 different countries.
Nan is responsible for assisting the FP&A team in core client financial reporting and modeling. He also helps manage and refine the ScaleFactor project management platform. Outside of the office, he enjoys playing badminton in order to feel less guilty for eating a lot of Chick-fil-A. When he gets the chance, he enjoys going to the mountains to ski with friends.
SERGIO SALINAS, CPA
Senior Tax Specialist
Sergio is responsible for filing client tax returns, managing business compliance matters, performing tax research and developing the ScaleFactor tax department. When he's not crunching tax returns, Sergio can be found jogging the trails, going to the lake, floating the river or having drinks with friends. He also loves to travel anytime he gets the chance.
Floyd is the neighbor cat and has no shame calling the team or our office home. He normally is seeking "that" sunny spot or ways to look even more relaxed and carefree. He is an expert at sneaking in or out of the office and goes on long journeys away for weeks at a time. It has been said during these times that he is just looking for better WIFI.
Dan Graham co-founded BuildASign.com in 2005 and oversees the company's growth strategy and plays a key role in its philanthropic efforts and talent acquisition. He also co-founded Notley in 2015 with his wife Lisa. Dan is a recipient of various awards including Ernst & Young Entrepreneur Of The Year® 2013 Central Texas award, Austin Business Journal's 2012 Best CEO Award, 2012 Austinite of the Year and the Business and Entrepreneurship category winner by Austin Under 40. As a native Austinite, Dan personally gives back to the Austin community through participation on the Board of Directors for numerous philanthropic organizations including Austin Community Foundation, Glasshouse Policy, and Mission Capital among others. He also acts as a mentor to aspiring young entrepreneurs working with Capital Factory and SKU. Dan is a member of esteemed local and national organizations including University of Texas at Austin's College of Natural Sciences Advisory Council, Young President's Organization, Startup Games (Board Member), The Texas Lyceum, Entrepreneurs’ Organization, and the 2016 Class of Henry Crown Fellows and the Aspen Global Leadership Network at the Aspen Institute. Dan earned undergraduate degrees in computer science and philosophy from The University of Texas at Austin (2003), and a J.D. from The University of Texas at Austin School of Law (2005). As the father to three incredible daughters, Dan spends his free time with them and his wife, Lisa. Dan is an avid reader and enjoys practicing yoga a few times a week.
Dustin is the Founder and CEO of Headspring, whose company core purpose is to “Deliver Great Software to Transform Organizations”. Headspring has received both national and local recognition most notably being named one of the Best Companies to Work for in Texas and one of the fastest growing companies in the country on the INC 500.
Dustin has been a resident of Austin for almost 20 years and currently serves as the President of Entrepreneurs Organization (EO) Austin Chapter as well as the President of TeXchange. A graduate of the University of Texas at Austin, he is an avid Longhorn fan, professional jazz musician, father of 3 wonderful children and husband to his biggest supporter Megan for more than 15 years.
Kit Mellem is CFO at BuildASign.com, an e-commerce custom printing company. Kit joined BuildASign.com in 2009 and oversees the company’s financial and legal operations and helps manage the company’s growth strategy. A four-time Inc. 5000 company, BuildASign.com operates in four countries with over 275 employees and $55 million in revenue. Prior to joining BuildASign.com, Kit was an attorney with Cleary Gottlieb Steen & Hamilton LLP in New York, where his practice focused on the taxation of corporate transactions. He earned bachelor’s degrees in accounting and philosophy from the University of Kansas and a J.D. from Columbia Law School. Kit also serves on the Board of Directors for GENaustin and the Austin Chapter of Financial Executives International
Barbara Daniels has over 20 years of public and private accounting experience. Graduating from California Polytechnic State University with a Bachelor of Science in Business Administration/Accounting, Barbara began her career in the San Jose, CA office of Ernst & Young where she obtained her Certified Public Accountant and Certified Information Systems Auditor certifications. In San Jose and later the Austin office, she concentrated on public and private companies in the high technology field having worked on numerous IPOs and other M&A work. After leaving Ernst & Young as a Senior Manager, Barbara spent over 10 years consulting, lending her extensive experience to start-ups and non-profit companies across various industries. She joined Buildasign.com as the Controller in 2012 where she leads a team in an extremely fast-paced, dynamic environment. She loves the constant new challenges, but is still able to enjoy her passions of mentoring and teaching.
Barbara is extremely active in her community, continuing to work with non-profits in various board, leadership and mentoring positions. She also loves spending time with her wonderful husband of 20 years and her three outstanding teenagers.
Our team member Kate Faltin spoke with The Muse about her experience (and some of her favorite SF traditions) working at ScaleFactor.
ScaleFactor was recently featured in Built In Austin's Annual 50 Austin Startups to Watch Report.
CEO Kurt Rathmann examines the most common financial mistakes made by fast-growing companies for the Austin Business Journal.