About

Built by an operator, not a traditional finance firm.

Business casual in appearance. Nothing casual about how we do business.

Our Approach

Our clients' success is our success. We want to embed with their teams. We're in the arena with them, not standing outside it telling them what to do.

That means we don't wait for a quarterly check-in to flag a problem, and we don't disappear the moment the books are reconciled. We treat your numbers with the same urgency we'd want if they were our own. If we wouldn't run our own business on the data we're handing you, we haven't done our job.

Most finance providers optimize for the transaction: close the books, send the invoice, move to the next client. We optimize for the relationship, which means fewer surprises for you, and a team that already knows the answer when you ask a hard question, instead of one that has to go look it up first.

Charlie's Background

Marine Corps first. Operator always.

Charlie came up through the United States Marine Corps, not a finance firm, and it shows in how this company runs: extreme ownership, plain communication, and zero patience for a number nobody can explain. After separating from the Corps, he earned his bachelor's and master's degrees in accounting.

The career that followed ran the whole ladder. While still in school, he worked at Mary Kay's world headquarters as an analyst, preparing data and reporting decks for upper management. From there he moved through construction, SaaS, tech, education, insurance, and e-commerce, holding virtually every seat in the finance function along the way, and finishing in the last one: CFO. Then he left the corporate world to start his own firm. This one.

He is not a CPA, and The Finance Squad doesn't do CPA tax work or audits. The lane here is your day-to-day finance function and the strategy that sits on top of it, run like the outcome is ours too.

ServiceUnited States Marine Corps

Final corporate seatCFO

Industries workedSix, construction to e-commerce

Home baseMcKinney, TX

Meet the Squad

Justin Daddona

CAS Manager · Joined February 2026

Justin leads client engagements as CAS Manager. He earned his BS from The University of Texas at Dallas in 2014 and went into public practice, building audit and tax experience with a specialty in construction, manufacturing, and retail.

His resume runs six years in public practice across a variety of industries, plus three years at D.R. Horton leading corporate reporting for an entire region of operations.

Off the clock: a wife, two kids, and more than 40 hours of flight time.

Steve Lorenz

CAS Manager · Joined October 2022

Steve has been part of The Finance Squad since October 2022. He holds a BBA from the University of Cincinnati and an MBA from the University of Toledo, and he leads the Associate team through the monthly close process with hands-on guidance and mentorship along the way.

His 25-year career spans manufacturing, construction, and machinery distribution: he started in general ledger work and climbed through corporate finance and assistant controller roles before becoming a controller. Since joining the squad, he's worked with clients across retail, manufacturing, construction, film, food, and brewing.

Off the clock: bowling (thirteen perfect 300 games), running (three marathons), and golf, where the first hole in one is still out there waiting.

Jhayveonne Walker

Senior CAS Associate · Joined August 2024

Jhayveonne brings experience spanning construction, real estate, investment, and retail work. From month-end close and reconciliations to multi-entity consolidations and audit support, he helps deliver accurate, well-organized financials that clients can rely on to make confident decisions.

He earned his bachelor's degree from The University of Texas at Dallas, started his career as a bookkeeper managing day-to-day records for a childcare facility, and went on to join USDAA with a focus on sales and inventory.

Connie Ballestero

Executive Assistant · Joined March 2025 · Remote

Connie does a little bit of everything: supporting the CEO, handling HR duties, and keeping everything on track behind the scenes. Organized and thoroughly dependable, she's the person the team knows it can count on. Before joining The Finance Squad, she was the director of a girls' youth basketball program in California, running day-to-day operations with coaches, families, and kids.

Off the clock: started at point guard for the University of Idaho and won three conference championships doing it.

Daniel Mitchell

CAS Associate / Accountability Lead · Joined February 2025

Daniel is a CAS Associate and the team's Accountability Lead. He's been in client finance work since the beginning of 2025, and the parts he enjoys most are solving problems and talking with clients every day.

Before making the jump, he was a General Manager for Jersey Mike's, which is where he learned to review the numbers and keep relationships strong at the same time.

Off the clock: played seven different sports growing up. Tennis won.

Katie Mansur

CAS Associate · Joined June 2026

Katie supports The Finance Squad's clients across bookkeeping, accounts payable, and accounts receivable, building her expertise while pursuing a degree in the field.

Before this, five years of teaching gave her the patience and the attention to detail it takes to manage clients' books. She began her finance career right here at The Finance Squad, and she's excited to grow with the company.

Off the clock: the day she got to feed, pet, and brush Highland cows still ranks as a dream come true.

Curtis Humphries

CAS Associate · Joined September 2025

Curtis holds a bachelor's degree in Finance and brings a strong grounding in financial principles and business strategy to client work. His background runs through Accounts Payable and staff-level finance roles: invoice processing, account reconciliations, vendor management, and financial reporting. He's dedicated to helping clients hit their goals through accurate reporting, thoughtful analysis, and responsive service.

Off the clock: ice hockey, 26 years and counting.

Erimar Morales

CAS Associate / Office Admin / Marketing Admin · Joined January 2026

Erimar wears a few different hats around the office, from keeping clients and the team organized to bringing creative ideas to the marketing side. She took a less traditional path into the finance world and has loved learning along the way, thriving on a mix of projects that reward both creativity and organization. She's a big part of what keeps things running smoothly.

Off the clock: concerts, crafts, reading, and pilates.

Stevie

Office Mascot

Stevie runs morale. Duties include greeting visitors, supervising lunch, and making sure nobody takes month-end close too seriously. Performance reviews consistently rate her the most popular member of the squad.

Off the clock: identical to on the clock.

How We Operate

The standards our reputation is built on.

Intentional Communication

Proactively communicating across our team and with clients (not just when something goes wrong) to set every engagement up for long-term success.

Extreme Ownership

Owning the success, the mistakes, and the outcomes of our work. If something's wrong in your books, it's on us to catch it and fix it, not on you to notice it first.

Always Flexible (Semper Gumby!)

Adapting quickly to changing environments and priorities. Your business doesn't run on a template. Neither do we.

Grow or Die

A real commitment to learning, curiosity, and proactive improvement. We push for better processes every quarter, for your business and for ours.

Eye for Excellence

Accepting nothing less than excellence in every task, whether it's a quick answer or a full financial package.

Your Team

Not a rotating cast. Your dedicated finance team.

Every client works with a consistent, dedicated team, not whoever's available that week. Depending on your tier, that's a bookkeeper, a controller for oversight, and a fractional CFO for strategy, all coordinated by one point of contact so you're never re-explaining your business from scratch.

Meet the Team & See Our Office →