Noemi Kis✨

Founder, CEO

Serial Entrepreneur / AI enthusiast / TEDx speaker

Hey there! 👋

I'm obsessed with helping non-techie founders like you build lean, profitable businesses (think team of 5 or less) using AI, smart automations, and social media that actually converts.

I built my seven-figure business with a small team and grew to 145K followers on LinkedIn plus 5K newsletter subscribers. Not by accident, but by figuring out what actually works.

Tomorrow's successful founders won't be grinding 80-hour weeks. They'll be the ones who learn to build with AI, automate the boring stuff, and find their people in the right corners of the internet.

That's what I share in my weekly newsletter "Entrepreneurial Mindset" - mindset, AI stuff, automation hacks, and the strategies that are working right now (not the stuff everyone else is talking about).

Join here: www.noemikis.com/newsletter

Brands & sponsorship inquiries: hello@noemikis.com

AquaQuote is a global digital marketplace for buying and selling industrial water treatment products in the aftermarket space.  Brands have an opportunity to digitize their catalog and offer their products to a wider audience, while end users can easily find and purchase products via a self-service dashboard.  We focus on fast and excellent customer service and sourcing products from the best suppliers with the shortest lead times. 

The fastest way to kill your career:

Act like you already know everything.

Top performers don’t do that.

They treat every interaction like a chance to level up.

They’re not afraid to be wrong, they WANT to be wrong.

Because every mistake is a shortcut to growth.

Here's what that actually looks like:

1/ Ask better questions:

→ Replace "I know" with "tell me more"
→ Collect perspectives like they're currency
→ Make every conversation a learning opportunity

2/ Document your failures:

→ Write what you thought vs. what was true
→ Review it monthly to spot your patterns
→ Turn mistakes into a personal playbook

3/ Seek uncomfortable feedback:

→ Ask someone: "What could I do better?"
→ Shut up, listen, and don't get defensive
→ Apply at least one piece within 48 hours

The people who rise fastest aren't the smartest in the room.

They're the ones humble enough to realize they're never done learning.

So if you're building something right now, ask yourself:

When's the last time you changed your mind about something important?

Because staying the same is comfortable.

But growth requires you to be wrong first.

And then be humble enough to learn how to get it right.

Found this valuable? Please reshare with your network! ♻️ 

And follow Noemi Kis✨ for daily growth tips!

Microbusiness Ideas / AI enthusiast / TEDx speaker

If they can't afford your value,

It’s not your job to give them a discount.

And I'm not talking about business.

I'm talking about life.

For years, I made myself smaller so others would feel comfortable.

→ Dimmed my wins so friends wouldn't feel bad
→ Downplayed my boundaries so people would stay
→ Apologized for taking up space

I thought that's what good people did.

Make everyone else feel okay, even if it cost me.

But after being burned multiple times by this mindset, here's what I've learned:

The right people don't need you to shrink.

They don't ask you to:

→ Be less ambitious so they feel better
→ Lower your standards so they can keep up
→ Discount your worth so they can afford you

Because real relationships aren't built on you being less.

They're built on mutual respect.

And to be honest, this shift changed everything for me.

I stopped explaining my choices.
I stopped justifying my boundaries.
I stopped making myself "easier" to love.

Because I realized:

If someone can't meet you where you are, that's information.

It's not your job to:

→ Convince them you're worth it
→ Prove your value over and over
→ Make yourself "affordable" emotionally

The people who belong in your life will rise to meet you.

They won't ask you to dim your light.

They'll bring sunglasses.

So if you're someone who's been shrinking...

Here's your permission to stop:

You don't owe anyone a smaller version of yourself.

Not your family.
Not your friends.
Not your partner.

Your only job is to be fully you.

And let the right people find you there.

The most underrated skill I’ve learned? 

Observing without judging.

Most of us walk through life with instant opinions about everything.

Someone's business model. Their choices. Their timeline.

We see 5% of the picture and form 100% of our conclusion.

I used to be the same until a mentor said to me:

“Judgment closes doors. Observation opens them.”

When you judge, you decide:

→ This is right or wrong
→ This will or won't work
→ They should or shouldn't do that

When you observe, you notice:

→ What's actually happening
→ What patterns are emerging
→ What you might be missing

There's a massive difference.

Judgment feels certain. Observation stays curious.

And to be honest, our need to judge comes from fear.

→ Fear of being wrong
→ Fear of looking naive
→ Fear of not having an opinion

We think strong opinions make us look smart.

But some of the smartest people I know are ones who say "I don't know yet" and mean it.

They watch longer.
They ask more questions.
They change their minds when new information comes in.

That is what true intelligence looks like in action.

So if you catch yourself rushing to judgment today...

Pause.

Watch for 10 more seconds.
Ask one more question.
Consider what you might be missing.

Because the world reveals itself to those who observe.

Not to those who already decided what they're looking at.

Found this valuable? Please reshare with your network! ♻️ 

And follow Noemi Kis✨ for daily growth tips!

My biggest fear used to be failing.

Now it's dying with my best work still inside me.

I spent most of my 20s procrastinating and “playing it safe.”

I had ideas I didn't launch.
Projects I didn't start.
Things I wanted to say but kept quiet.

I was always waiting for:

→ More experience
→ Better timing
→ Proof it would work

Then 10 years ago, something happened that changed everything.

I was sitting in an airport with my dad, waiting for our flight home.

And I just... broke down.

My dad looked at me with concern: "Are you okay?"

And that's when it all came out.

"I don't want to go back," I said through tears. "I have nothing to go back for."

The truth was:

I'd been sitting on a business idea for 2 years.
I had a plan written out in a notebook I kept hidden.
I knew exactly what I wanted to build.

But I was too scared to start.

→ What if I failed?
→ What if people thought I was naive?
→ What if I wasted money and embarrassed myself?

So I stayed in a job I hated, telling myself I'd start "when I was ready."

My dad didn't say much that day.

But later, on the plane, I asked myself one question:
"What's the worst that could happen if I tried?"

I listed everything:

Losing money. Looking stupid. Failing publicly.

Then I asked: "And what's the worst that happens if I don't?"

I couldn't answer. Because I already knew.

I'd spend the rest of my life wondering "what if."

That airport conversation became my wake-up call.

6 months later, I gave myself an ultimatum: When my contract ended, I would never get another job.

I had 6 months to build something of my own.

And here's what I realized: The things I was afraid of were all temporary.

→ Failing? You recover.
→ Looking stupid? People forget.
→ Losing money? You earn it back.

But dying with your best work still inside you 
That's permanent.

In 100 years, no one will remember if I failed.
But I would've known if I never tried.

So I stopped waiting for permission, confidence, or the "right time."

I started building.

10 years later, I've failed more times than I can count.

But I've never cried in an airport again, paralyzed by my own fear.

Because I finally understood:

In 100 years, everyone you know will be gone.

So go do the thing you're afraid of.

Because one day you'll run out of time to try.

One of the hardest truth to accept:

You can't grow new leaves while holding onto dead ones.

But we try anyway.

We hold onto the job that stopped fulfilling us years ago.

The relationship that's been over in every way except officially.

The version of ourselves we've outgrown but can't seem to let go of.

And we wonder why nothing new is growing.

I came across this quote in a book the other day and it stuck with me.

Because trees are perhaps the best teachers of letting go.

Every fall, they shed everything they spent months building.

They stand there, bare and exposed, through the coldest months of the year.

And they don't panic about whether they'll grow again.

They just trust the process.

We've lost that trust somewhere along the way.

We think holding on means we're strong. That letting go means we've failed.

So we grip tighter to things that are already gone.

And then we're surprised when nothing new can take root.

But here’s something I’ve learnt over the years:

Letting go isn't loss. It's just preparation.

You can't build the next chapter while you're still clinging to the last one.
You can't become who you're meant to be while holding onto who you were.

So if you're in a season right now where everything feels like it's falling apart...

Maybe it's not falling apart.
Maybe it's just falling away.

Making room for what's trying to grow next.

Let go of the dead leaves.

Because better days don't come by holding onto what's dead.

They come when you finally let go.

Found this valuable? Please reshare with your network!♻️ 

And follow Noemi Kis✨ for daily growth tips!

The only person who can save you?

The version of yourself who's had enough.

Here's what I’ve seen most people do when they're stuck:

→ Wait for the right moment 
→ Hope for better conditions 
→ Pray someone notices their struggle

And nothing changes.

Because change doesn't come from hope. It comes from hitting your limit.

That moment when you look at your life and think: "I'm done living like this."

Not tomorrow. Not next month. Not when things settle down. Right now.

That's the version of yourself that saves you.

The one who's tired of:

→ The same excuses 
→ The same patterns 
→ The same results

And decides to do something different.

I was in a similar position 10 years ago. Here’s exactly how I flipped my life around:

1. Audit your daily patterns

Write down everything you do for 3 days.

Then ask: "Is this moving me forward or keeping me stuck?"

Most people are shocked by how much time they waste waiting for change instead of creating it.

2. Identify your non-negotiables

Pick 3 things you'll do every day, no matter what.

→ One for your body 
→ One for your skill 
→ One for your goals 

Make them so small you can't fail. Then do them until they're automatic.

3. Eliminate one drain

Find the biggest energy drain in your life right now.

The toxic relationship. 
The time-wasting habit. 
The commitment that serves nothing.

Cut it. Not gradually. Not "when the time is right." This week.

4. Create proof

Do one thing today that proves you're serious.

Send the email you've been avoiding. 
Post the content you're scared to share. 
Make the call that terrifies you.

Most of the successful people I know have figured this out:

You need to stop looking around for someone to save you.

The hero you're waiting for is the version of you that's done making excuses.

Wake them up.

Found this valuable? Please reshare with your network! ♻️

And follow Noemi Kis✨ for daily growth tips!

Every idea has three audiences.

And only one of them ends up successful.

When you start building something, you'll notice three groups form around you.

1. The critics show up first.

They'll point out every flaw, every risk, every reason it won't work.

"That's been done before."
"The timing isn't right."
"You should really think this through."

They sound experienced. They sound smart.
But they're not building anything themselves.

2. Then come the talkers.

They love your idea. They're genuinely excited about it.

"This is great, we should collaborate."
"I've been thinking about something similar."
"Let me know how it goes."

And they mean it in the moment. But weeks pass. Months pass. And nothing actually happens.

3. The doers are different.

They're the smallest group, but they're the ones who matter. They don't just cheer you on from the sidelines. They actually move.

→ They test what you're building
→ They give you honest feedback
→ They share it without being asked

And here's what I've learned:

You can't convert critics into doers.
You can't turn talkers into builders.

The energy you spend trying to convince skeptics or waiting for "interested" people to follow through is energy wasted.

The only strategy that works is finding the doers early and building with them.

Because critics will always find something to criticize. Talkers will always have another conversation.

But doers help you win.

They become your first customers, your biggest advocates, your real supporters.

So if you're building something right now, pay attention to who's actually doing something with what you're creating.

Not who's watching.
Not who's talking about watching.
Who's doing.

That's your real audience.

And honestly, that's the only audience that matters.

Found this valuable? Please reshare with your network!♻️ 

And follow Noemi Kis✨ for daily growth tips!

You've spent 3 months planning.

Successful people spent 20 minutes building.

Action creates clarity. Planning creates comfort.

They research. They plan. They wait for the "right time."

→ The book that's been "planned" for 3 years
→ The perfect website no customer has seen
→ The post waiting to feel "ready enough"

It feels like progress. But it's just procrastination.

And there’s something I’ve learnt after 15 yrs in business:

Thinking about doing something for 20 hours teaches you nothing.

Doing it for 20 minutes teaches you everything.

Because action creates clarity.

→ You learn what actually works
→ You see what people really want
→ You discover the problems you can’t see

The overthinking phase feels safe. No one can criticize what doesn't exist yet.

But safety isn't the goal. Progress is. And progress only happens when you move.

Here's what 20 minutes with Gamma can actually do:

→ Turn that business idea into a pitch deck
→ Transform that blog post into a visual story
→ Create that client proposal you've been "getting to" for 2 weeks

Because the people who win aren't the ones with the best plans.

They're the ones that started before they felt ready.

So if you've been stuck in the planning phase...

What would happen if you gave yourself 20 minutes?

Just 20 minutes to start the thing you've been overthinking.

Not to finish it. Not to perfect it. Just to begin.

Because the gap between thinking and doing?

That's where dreams go to die.

Close the gap.

Try Gamma. Give yourself 20 minutes.

Watch how it’s done: https://lnkd.in/gSWbh-vx

See what you can build when you stop planning and start doing.

Brand partnership • Microbusiness Ideas / AI enthusiast / TEDx speaker

You're asking for directions from people who are lost themselves.

And wondering why you keep ending up in the same place.

Here's the pattern most people fall into:

→ They want to start a business, so they ask their 9-5 friends

→ They want to scale, so they ask people stuck at $100K

→ They want freedom, so they ask the burned-out "successful" ones

The advice sounds good. It feels safe. But it's coming from someone who's never been where you're trying to go.

They'll tell you to:

→ "Get a steady job first"
→ "Wait until you're more experienced"
→ "Don't take that risk"

Because it's all they know.

I made the same mistake for years and stayed stuck in a job I hated.

That’s when I learned the truth about advice:

– Most people give advice based on their fears, not your potential
– Good intentions don't equal good guidance
– The loudest voices are often from people who never tried


You can't get to $1M by asking someone who's never made it past $100K.

You can't build freedom by listening to people who work 80-hour weeks.

You can't create something new by following people stuck in the old.

So before you take anyone's advice, ask yourself:

Have they actually done what I'm trying to do?

Not talked about it. Not theorized about it. Actually done it.

Because the best directions come from people who've already made the journey.

Everyone else is just guessing.

And you don't build your dreams on someone else's guesses.

Found this valuable? Please reshare with your network! ♻️ 

And follow Noemi Kis✨ for daily growth tips!

I used to have a goal to hit $10M revenue.

Then I deleted it.

For years, that number lived in my business plan, my pitch decks, my annual reviews.

The number that would finally prove:

→ I'd made it
→ I was a real CEO
→ I belonged in the rooms I was in

But here's what nobody tells you about chasing revenue targets:

The goalpost keeps moving.

Hit $1M? Now you need $5M.
Hit $5M? Now you need $10M.
Hit $10M? Now you need to be a unicorn.

It never ends. And to be honest, I was exhausted.

I was making decisions I didn't believe in, all for a number that someone else decided mattered.

In 2021, I sat down and asked myself a different question:

"What do I actually want my life to look like?"

Not my revenue. Not my team size.

My actual life.

The answer was simple:

→ Wake up without anxiety
→ Take weekends completely off
→ Fund new projects without outside money
→ Never miss my family’s important events
→ Build things I'm proud of, not things that scale

And surprisingly, none of that required $10M.

It required less, really good margins, and a business model I loved.

So I deleted the revenue goal.

And I replaced it with this:

– Does this decision give me more freedom or less?
– Does this opportunity energize me or drain me?
– Will I regret saying yes to this in 6 months?

Today, I don’t make $10M but I have:

→ Profit margins that fund my passion projects
→ A small team that I can trust fully
→ Time to think, create, and actually live

So if you're killing yourself for a number that someone else told you matters...

Ask yourself: What am I actually building toward?

Because maybe the goal isn't bigger.
Maybe the goal is better.

Found this valuable? Please reshare with your network! ♻️ 

And follow Noemi Kis✨ for daily growth tips!

Most people spend 3 hours making presentations that no one remembers.

I spend 5 minutes.

Because I automated the boring part.

Here's the thing about getting ahead in your career:

It's not about working harder. It's about creating unfair advantages.

And I found the best one:

You’re drowning in post-meeting work. Every Zoom call meant hours of:

→ Transcribing key points
→ Creating presentation decks
→ Formatting everything perfectly
→ Sending follow-ups that proved I was "on it"

Then I discovered the highest-leverage automation:

I connected two simple tools with Zapier:

Zapier - the automation platform that connects everything
Gamma - creates beautiful presentations instantly
Zoom - where all my important conversations are stored

Here's why this combination is genius:

The best insights already exist.

- Your brilliant strategy discussion.
- Your client's feedback.
- Your team's decisions.

All trapped in meeting recordings.

But when you connect where data lives to where it needs to be, magic happens.

Now after every important call:

→ Zapier automatically detects my Zoom recording
→ Sends it to Gamma
→ Gamma analyzes the entire conversation
→ Creates a professional deck with key insights

5 minutes. Zero manual work.

What this actually means for your career:

- You can present complex things simply
- You follow up after every meeting
- You show up like an executive leader

While everyone else is still formatting slides, you're already thinking three moves ahead.

That's how you create opportunities.

You can find it at https://lnkd.in/g_AgBGhA

#zapierpartner #gammapartner

Most startup advice is for 22-year-olds who can code.

I'm 40. I run a 7 fig business serving clients like SpaceX and P&G.  

In a tiny niche for water filtration.

5 hours a week. 3 people. 

Let me show you how a microbusiness works:

Let’s take a traditional business: A pet store

Profitable one-person niches for pets:

→ Travel kits for RV pets ($7K/month)
→ Anxiety gear for rescue dogs ($6K/month)
→ Joint supplements for senior bulldogs ($10K/month)
→ Booking systems for mobile dog groomers ($3K/month)

Each one can be built by non-technical founders using AI tools.

Go so specific that customers think "this was made FOR ME."

Here’s are the options:

→ Freelancer: Income ceiling = hours
→ SaaS & startups: Fast growth, scale, exit.
→ Corporate: Security dependent on the job market.
→ Small business: Employees, overhead, broad market.

This is how I define a microbusiness:

- One person or small team
- $50K-$1M annual revenue
- 10-40 hours/week
- Uses AI + no-code tools
- You specialize

Just a profitable business you own.

This works today but didn’t 5 years ago, because you can:

- Run a business on $100/mo tools
- Build with no code AI and automate
- Find customers in online niche groups

I spent 20 hours documenting 5,000 of these ideas.

Filtered for: profitable, one-person, solvable with AI, serving customers who actually pay.

What’s stopping you isn’t the idea: It’s this:

→ Which niche should I pick?
→ I can't code" (Claude/Cursor/Replit can)
→ I'm already working 50 hours
→ Sounds too good to be true (Fair - that's why I'm showing you my actual business)

You solve a problem so specific that clients gladly pay 10x for someone who finally understands.

That's why I am launching a newsletter:

Every week you’ll get:

→ One ready-to-launch microbusiness (built with Cursor/Zapier)
→ The exact customer niches to target
→ Week 1 execution plan (DM scripts, landing page copy)

Not a course. Not "learn to code."

Just: here's the idea, the AI template setup, here's who to sell: now go.

Want the 5,000 profitable niches right now? It’s free when you join my newsletter.  

Get it here: https://lnkd.in/g4BK_8n9

This is how you build career insurance and freedom.

Share this to your network ♻️

P.S. Comment "niche" below, or repost and I'll DM you a bonus, the entire database inside a custom GPT. (have to be connected)

Last week, it took me 3 hours to screen 231 resumes.

Today it took 30 seconds per resume.

Most founders I know are drowning in resumes.

So I built a Zapier Agent that evaluates resumes instantly from my browser.

I tested it on a pile of resumes yesterday.

The agent caught things I would've missed:
- A developer with the exact stack we use (buried on page 2)
- Red flags in employment gaps I glossed over
- Pattern matching across similar successful hires

But here's my favorite part:

It doesn't just say yes or no.

It explains WHY.

"Strong candidate - has 3 years in our exact tech stack, shows progression in responsibilities, and their side project demonstrates self-learning."

Or:

"Pass - lacks hands-on experience despite certifications, no evidence of building real products."

This is NOT about replacing human judgment.

It's about getting to human judgment faster.

This is how modern founders should hire.

Not by reading 200 generic resumes.

But by building agents that instantly surface the right people.

Curious to try it out? Try Zapier agents here: https://lnkd.in/gQwBEtTy

#ZapierPartner

TheFinanceNewsletter.com

TheFinanceNewsletter.com reaches 100,000 newsletter subscribers weekly.

Fluent in Finance is one of the largest and fastest-growing financial media and education companies, publishing finance news and content. Our website, blog, newsletter, and 3 million+ followers allow us to reach millions each day, with half a billion impressions each month.

Our insights and advice are recognized inThe Wall Street Journal, Forbes, CNBC, TIME, Fortune, Inc. Magazine, Business Insider, CBS, NBC, FOX, Nasdaq and more.

We're on a mission to help millions get smarter with money by making financial education more.

Fluent in Finance simplifies complex financial topics into engaging content to help millions get smarter with money. Our goal is to educate and empower millions by making intricate financial concepts easily understandable.

Andrew Lokenauth has 15+ years of experience working across Wall St. and Tech, holding roles at Goldman Sachs, Citi, and JPMorgan. He holds his degree in finance.

Our community is a mix of 6 to 7-figure professionals who are investors, business owners, decision-makers at some of the largest companies, and finance enthusiasts who are interested in building wealth and getting smarter with money.

Beyond publishing, we offer brands and businesses digital marketing and content creation advisory servies. Our team excels at developing custom strategies, social media content, and copywriting that boosts visibility, engagement, and reach for our partners.

We can help create and distribute content, reach new audiences, increase brand awareness, maximize your online presence, spark word-of-mouth conversations, generate sales, and further expand your business.

You can find us by looking up @FluentInFinance on all social networks.

You can reach me at WeCanPartnerTogether@gmail.com

Join us in our mission to educate and empower the World to get smarter with money!

Founder & CEO

Fractional CFO Solutions

As an advisory company, we provide strategic financial and accounting guidance to numerous high-growth startups and tech companies, helping them optimize their strategies and scale successfully.

Our clients are on track to collectively generate 8-figures of revenues. With our clients, who typically generate between $1-5M in annual revenue, we have established a strong track record of achieving key financial goals through data-driven planning, forecasting, cash flow optimization, fp&a, financial reporting and investor management.

Our financial expertise and strategic counsel are instrumental in helping these companies streamline operations, access capital, and unlock rapid growth.

With hands-on support in budgeting, forecasting, investor reporting, M&A and more, we empower leadership teams to optimize financial performance and focus on scaling their business.

We are conveniently located in Downtown Tampa at 512 N Franklin St., Tampa Fl, 33602.

Fractional CFO (Chief Financial Officer)

Signature Bank

Oversaw all aspects of blockchain operations including financial reporting, fp&a, security, infrastructure, and DevOps. Worked closely with compliance leaders to implement controls to meet financial regulations.

I led an expert engineering and product team to develop industry-leading blockchain capabilities from the ground up. I effectively managed multi-functional agile teams across product, engineering, compliance and operations. This provided our company with a significant competitive advantage.

SVP, Head of Crypto/ Blockchain Operations

Cover Genius

As the first finance hire for Cover Genius in the Americas, I enabled management to make better-informed decisions by turning complex financial data into clear, actionable insights. I played a pivotal role in the company's U.S. expansion, working closely with regulators, insurers, underwriters and sales partners on key finance, accounting and reporting initiatives.

I oversaw all aspects of financial management including monthly reporting, budget analysis, investor presentations, and fundraising support. My experience with M&A activities, due diligence, and scenario planning informed the company's expansion strategy and acquisitions.

To foster continued growth, I incorporated cryptocurrency payment capabilities, built revenue models for new products, and led system implementations and team development.

Overall, I leveraged my finance expertise to provide strategic counsel and implement transformative capabilities. My leadership and analytical skills were vital in evolving the finance function to meet the company's rapid growth and expansion needs in the U.S. market. I effectively aligned finance priorities with broader corporate strategy to accelerate business results.

Director, Head of U.S. Finance/ Accounting/ FP&A

Amalgamated Bank

As SVP and Head of Financial Reporting at Amalgamated Bank, I played a pivotal role in supporting the bank's growth trajectory including through its IPO and strategic acquisition of New Resource Bank. I built the bank's first 10-K filing after going public and spearheaded the successful launch of WDesk as our enterprise financial reporting system. Through process enhancements and automation, I reduced the accounting close period by several days.

I served as a strategic advisor, providing senior leaders and the Board with clear insights into financial performance to inform planning and investments. My responsibilities included preparing earnings releases, investor presentations, and Board packages as well as conducting analysis on KPI trends and variances. I also drove financial modeling and process improvement initiatives.

In addition, I oversaw all regulatory filings such as 10-Qs, 10-Ks, MD&As and Call Reports. I researched and interpreted complex GAAP guidance to determine proper accounting treatments and footnote disclosures. I also calculated key financial metrics like EPS, NIM and capital ratios to facilitate executive decision-making. My expertise in analytics on loan/deposit portfolios and investments delivered further visibility into performance.

Overall, I leveraged my financial acumen and leadership capabilities to help accelerate the bank's growth while ensuring diligent financial oversight and governance. My commitment to insightful analysis, process excellence and regulatory compliance strengthened the organization's capabilities.

SVP, Head of Financial Reporting & Accounting Policy (interim Controller)

As Vice President, I evaluated overall business performance and conveyed key metrics and insights to executive management to inform strategic decisions. I created detailed financial models to accurately project revenue under various scenarios. Additionally, I automated processes through SQL, Python, and R to optimize efficiency.

A key contribution was leading the successful implementation of Signet, our blockchain-based digital payments platform. I developed financial reporting templates to track cryptocurrency activity, handled required crypto accounting, and ensured adherence to financial regulations.

Overall, I leveraged my analytical skills and technical expertise to provide data-driven intelligence, optimize critical finance functions, implement transformative technologies, and deliver operational efficiency improvements. My work generated actionable insights and enhanced decision-making capability for leadership.

Vice President, Head of FP&A

J.P. Morgan Asset Management

As an Associate, I handled a wide range of banking, credit, treasury and operation responsibilities. I regularly evaluated performance metrics, identified trends through data analysis, and presented key insights to stakeholders to enable data-driven decision-making and support overall business growth.

Specifically, I analyzed complex financial data and created models to assess the potential impact of various business decisions such as new product launches, expansion into new markets, and M&A opportunities for strategic planning.

Additionally, I developed and maintained accurate financial models to forecast revenue, expenses, and profitability under various scenarios. My models provided visibility into future performance.

I provided actionable, forward-looking insights and recommendations to deliver the business intelligence needed by stakeholders to make decisions that accelerated growth.

Associate- Global Wealth Management

The Excel Experts

Sold our company for a 7-figure exit.

We developed efficient workplace tools and optimized workflows through spreadsheets, VBA programming, data organization, and productivity best practices. I provided customized solutions tailored to each client's specific business needs to enhance productivity, efficiency, and competitiveness.

Our all-inclusive training and support services incorporated both onsite and offsite instruction as well as ongoing remote support across the Microsoft Office Suite. This comprehensive approach ensured clients fully leveraged their software capabilities and personnel.

Our clients benefited from streamlined workflows, structured data frameworks, and greater flexibility. For example, we developed a custom inventory management template for a retailer, allowing them to scale operations across 20+ locations. Their newfound agility and organization led to expanded market share and double-digit growth over two years.

Overall, our solutions delivered measurable gains in productivity, efficiency, and flexibility for clients. This enabled business growth, higher profitability, and competitive advantages for the organizations we worked with.

CEO & Co-Founder

As the leader of the investment operations team, I oversaw all aspects of investment analysis and operations. Through conducting an in-depth analysis of our investment portfolio, I evaluated overall performance benchmarks, identified growth opportunities, and surfaced key insights to inform stakeholder decision-making on capital allocation. My work was instrumental in optimizing our investment portfolio performance.

In addition, I provided senior management and key business partners with actionable insights and data-backed strategic recommendations to capitalize on growth opportunities. 

I leveraged financial data and industry knowledge to provide impactful recommendations and strategic counsel to accelerate business growth and results. My commitment to conducting insightful analysis enabled stakeholders to make informed decisions for the organization.

Manager - Investment Ops

Goldman Sachs

Developed financial models, projections, and valuations to assess potential investments, mergers and acquisitions, capital expenditures, and other key business decisions. Additionally, conducted an in-depth analysis of financial statements, trends, and key performance indicators.

Finance Ops

👋 Follow for daily tips on careers, finance and personal growth.

💥 Join 100,000+ readers at TheFinanceNewsletter.com — the newsletter that helps you become smarter with your money, career and life.

Hi, I'm Andrew Lokenauth. I love to talk about finance, and as a result over 3 million follow my insights every day on social media.

My insights and advice are recognized in the Wall Street Journal, Forbes, CNBC, Fortune, Business Insider, and Yahoo Finance.

My knowledge comes from 15 years working across Wall Street, Banking, and Tech, holding roles at Goldman Sachs, CitiBank, and JPMorgan, and earning my degree in finance. 

I leverage my education and professional experience to provide insights into investing and personal finance, helping you become smarter about money and finances. 

I am also an advisor and angel investor to several startups and small businesses. I help clients scale their companies, their leadership, and themselves. Additionally, I own and operate several cash flowing businesses within my personal HoldCo. 

As a speaker, I'm well-positioned to speak about careers, leadership, and finance. I will always deliver a talk that engages and motivates your audience. 

Also, I am a finance writer, long-term investor, and event-driven swing trader.

I write TheFinanceNewsletter.com for 100,000+ subscribers — the newsletter that helps you become smarter with your money, career and life. You can read previous issues at TheFinanceNewsletter.com.

You can find me by looking up @FluentInFinance on all social networks.

I'm on a mission to help empower millions, making financial education accessible for free.

I'd love to connect and learn more about how we can work together! Reach me at WeCanPartnerTogether@gmail.com.

Andrew Lokenauth

What do you think?

What does wealth mean to you?

I write TheFinanceNewsletter.com, trusted by 100,000+ professionals➖ Follow to get smarter with your career, finances & life ➖ 20yrs in finance, trusted by 3 million+ followers.

graphical user interface, text, application, email

Nvidia's CEO may have the best LinkedIn profile ever —  from dishwasher to CEO.

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What would you add?

8 rules for financial success:

1. Avoid high-interest debt
2. Think in decades, not days
3. Build an emergency fund (3–6 months)
4. Create a budget (give every dollar a job)
5. Invest in yourself (learn skills to raise income)
6. Negotiate everything (salary, rent, rates, fees)
7. Invest in index funds (time in the market > timing the market)
8. Build multiple income streams (job, side income, investments)

Layoffs in October were the highest since 2003.

Amazon just announced 14,000 layoffs. UPS announced 48,000 layoffs. Intel announced 20,000 layoffs.

But Ford has 5,000 open mechanic jobs with 6-figure salaries due to a shortage of skilled workers.

You know who won’t be replaced by AI?

Electricians, plumbers, mechanics, and trades people.

The US went through the highest number of layoffs since 2003 for October.

153,000+ layoffs last month, and Q4 layoffs have just begun.

It’s a replacement cycle. AI and cost-cutting are the main reason for these cuts. These jobs will not return.

What do you thinm?

US unemployment rate revised up to 4.36%, the highest since 2021.

Expect the unemployment rate to rapidly rise from here on out. AI will cause unemployment to go to 10-20% within the next 5 years.

Americans with college degrees make up 25% of all unemployed, a record high.

Even worse? Student loan defaults hit a record 14.3%

Should student loan debt be forgiven?

BREAKING: Google released Gemini 3 and says it’s the now World's most intelligent AI model.

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Talks about #money, #economy, #investing, #technology, and #personaldevelopment

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The Battle

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Performance Score.css-goub6s{font-size:var(--chakra-fontSizes-md);font-weight:500;color:var(--chakra-colors-gray-600);display:block;margin-top:var(--chakra-space-1);}Noemi Kis✨'s LinkedIn Performance

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