Teams at FinQuery

Onboard and support clients using LeaseQuery and FinQuery Contract Management. Responsibilities include reviewing lease and contract data, configuring software, reconciling prepaids and accruals, supporting uploads, handling professional service requests, advising accounting teams on relevant standards, providing product training, and coordinating complex financial projects across teams.

Leads FinQuery’s legal function across commercial contracting, compliance, risk management, M&A, international expansion, employment law, intellectual property, corporate governance, and responsible AI adoption. Advises executive, board, and private equity stakeholders; negotiates high-value agreements; manages outside counsel, legal operations, and equity administration; partners with Product, Engineering, Finance, HR, Sales, and Information Security; and develops the legal team and contracting infrastructure.

Leads FinQuery’s product design team while remaining hands-on in complex B2B SaaS and AI-enabled workflow design. Sets design direction, coaches designers, conducts customer research and usability testing, evolves the design system with Engineering, and partners with Product and accounting experts. The role focuses on accessible, trustworthy experiences involving automation, human review, permissions, data structures, and measurable improvements in task completion, efficiency, accuracy, and adoption.