Teams at Escalon Services, Inc.

Lead R&D research and prototyping to develop AI-powered, XR/VR, and automation solutions. Design and test proofs-of-concept, translate business challenges into technical solutions, collaborate cross-functionally, document findings, and recommend technology adoption to scale products and internal tools.

Lead FP&A and strategic finance for a Series A beauty/consumer brand: own budgeting, rolling forecasts, cash-flow modeling, KPI/dashboarding, board and investor reporting, ABL/lender management, financial modeling for growth opportunities, and build scalable finance processes while partnering with external accounting and reporting teams.

Manage a portfolio of clients as a strategic partner: build executive relationships, coordinate cross-functional teams (Accounting, HR, Payroll, Tax), monitor client health, lead renewals, drive retention and service improvements, and run executive business reviews.