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BeFluentInFinance.com is a financial media company that publishes financial news and educational content. Our website, blog, newsletter, and 1 million+ social media followers allow us to reach millions every week across platforms. We generate over 200 million monthly impressions.

Our mission is to make personal finance, investing and financial wellbeing accessible for everyone.

Fluent in Finance simplifies complex financial topics into engaging, accessible content for diverse audiences. My aim is to educate and empower people by making intricate financial concepts understandable.

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

With a proven track record, Fluent in Finance has gained recognition from leading publications including The Wall Street Journal, Forbes, TIME, Fortune, Inc. Magazine, Business Insider, CBS, NBC, FOX, Nasdaq and more.

Join us in our goal to educate and empower the world on their path to financial success!

Founder & Writer

Fractional CFO Solutions

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

In 2023, our clients are on track to collectively generate 8-figure revenues. With our clients, who typically generate between $5-20M 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

I oversaw all aspects of blockchain operations including security, infrastructure, and DevOps. I worked closely with compliance leaders to implement rigorous controls meeting 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.

Vice President, 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, Finance/ Accounting/ FP&A

Amalgamated Bank

As Vice President 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.

Vice President, Head of Financial Reporting & Accounting Policy

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, Finance/ Accounting

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

I 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

I developed financial models, projections, and valuations to assess potential investments, mergers and acquisitions, capital expenditures, and other key business decisions. Additionally, I 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!

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

I currently own and operate a HoldCo and am an advisor and angel investor to several startups and small businesses.

I've built a community of 2 million followers across social media platforms, with over 500 million impressions per month. 

I am a long-term investor, an event-driven swing trader, and a personal finance enthusiast. 

My insights and advice have been featured in the Wall Street Journal, Forbes, Fortune, Business Insider, and Yahoo Finance.

I write TheFinanceNewsletter.com for 50,000 subscribers.

10 powerful visuals to power your career.

If you're still in your 20s and 30s, read this:

(thanks to Roberto Ferraro for these fantastic illustrations)

10 simple yet transformative lessons:

1. The Power of Walks
↳ According to a study by Stanford University, walking increases creative thinking by an average of 60%. 
↳ Next time you're feeling stuck, take a 15-minute walk.

2. The Biggest Failure is Never Trying at All.
↳ Embrace challenges as opportunities to learn. 
↳ Failure is an inevitable part of the learning process. The key is to embrace it as an opportunity to grow. 

3. Micromangers hurt Productivity
↳ Micromanagement stifles motivation. 
↳ Having someone constantly looking over your shoulder hinders your productivity. 

4. True Leadership is Empowering Others
↳ Being a leader means creating an environment where others can thrive. 
↳ Being a leader isn't just about telling people what to do; it's about helping others grow and become leaders themselves. 

5. The Power of Mindset
↳ Your thoughts shape your words, influencing your actions and becoming habits. 
↳ A positive mindset makes you feel more motivated and confident to take action. 

6. The Benefits of Sleep, Nutrition, and Exercise for Peak Performance
↳ Taking care of your physical and mental health is crucial for your productivity.
↳ Make self-care a priority, and you'll see the benefits in your personal and professional life.

7. Overcome Procrastination
↳ Break your tasks into smaller, manageable parts, focusing on one thing at a time. 
↳ The key is to take that first step. Use tools like the Pomodoro Technique or the Eisenhower Matrix to prioritize your tasks and manage your time effectively. 

8. The Recipe for Career Success
↳ When you work with great people, you push each other to improve. 
↳ Collaborating with talented individuals inspires you to reach higher.

9.  Learn from Your Mistakes
↳ We all make mistakes; that's part of life.
↳ View mistakes as opportunities for learning and growth. 

10. Embracing Introverts and Extroverts
↳ Introverts often excel at deep thinking and one-on-one connections.
↳ Extroverts often excel in group brainstorms and networking.

Which visual was your favorite?
Let me know in the comments ⬇️

♻️ Repost this to help your network learn these lessons.

Andrew Lokenauth

I write TheFinanceNewsletter.com for 50,000 subscribers ➖ Follow for advice on your career, finances, and life.

10 Visuals To Change The Way You Think

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

💥 Join 50,000+ readers and get my Newsletter at TheFinanceNewsletter.com!

My knowledge comes from real-world expereinces, sharpened through 15 years in finance roles across Wall St., tech, and start-ups, and earning my degree in finance. 

I've built a community of 1+ million followers across social media platforms, with over 200 million impressions per month. 

My insights are frequently featured in the Wall St. Journal, Forbes, Fortune, Business Insider, Yahoo Finance, Fox News, NBC and CBS.

Tanja Franolic

10 powerful visuals that will change your life.

From age 20 to 50, read this:

(thanks to Michael J Boorman for these visuals)

10 simple yet powerful lessons:

1. Walks Improve Mental Clarity
↳ Walking increases blood flow to the brain, improving mental clarity and focus.
↳ Walks are a great way to clear your mind, reduce stress, and spark creativity.

2. Consistency Has Many Different Forms
↳ Small steps can add up to big results over time, as long as you're consistent.
↳ Consistency doesn't always mean doing the same thing every day - find what works for you.

3. Tough Times Don't Last, Tough People Do
↳ Tough times teach valuable lessons and prepare you for future challenges.
↳ Challenges build resilience and problem-solving skills.

4. Focus on Direction, Not Speed
↳ Focusing on your direction will help you stay motivated and avoid burnout.
↳ Consistent progress, no matter how small, will lead to big results over time.

5. Discipline is the Foundation of Consistency
↳ Discipline helps you push through when motivation fades.
↳ Discipline is essential for achieving long-term goals and creating positive habits.

6. Rest Rejuvenates the Mind, Body, and Spirit
↳ Rest is essential for maintaining your physical and mental health.
↳ Quality sleep improves decision-making.

7. Growth Comes in Many Different Forms
↳ Growth isn't linear; it happens in many ways.
↳ Growth isn't always visible - sometimes, it's happening beneath the surface.

8. The Two-Day Rule is the Secret to Consistency
↳ Never missing two days in a row helps maintain momentum and motivation.
↳ Missing two days in a row can lead to losing momentum and motivation.

9. Long-Term Thinking is Key to Success
↳ Daily ups and downs don't define your overall journey.
↳ Keeping the big picture in mind will motivate you during tough times.

10. Doing What's Right is More Important Than Fitting In
↳ Integrity builds trust and respect in the long run.
↳ Doing the right thing isn't always popular, but it's always important.

10 incredible lessons to shift your mindset.

Which visual was your favorite?
Let me know in the comments ⬇️

♻️ Repost this to share these lessons with your network.
And follow Andrew Lokenauth for more!

Chloe Coston

10 powerful visuals to change your life.

If you're in your 20s to 40s, read this:

(thanks to Pejman Milani for these illustrations)

10 powerful lessons:

1. Embrace Writing to Clear Your Mind
↳ Writing down your thoughts and ideas can help you clarify and organize your thoughts.
↳ Write out your goals and plans to enhance focus and motivation.

2. Always Aim for the Stars
↳ Set ambitious goals that challenge you to grow and learn.
↳ Surround yourself with people who inspire and push you to be your best.

3. Great Leaders Put Others First
↳ Great leaders focus on their team's success, not just their own.
↳ Leadership is not about personal gain, but about positively impacting others.

4. The Power of Task Segmentation
↳ Breaking large tasks into smaller ones can help you feel less overwhelmed and more focused.
↳ Smaller tasks are easier to complete, which can help you build momentum and stay motivated.


5. Reframing Challenges
↳ Embrace challenges as opportunities to learn and grow. 
↳ Reflect on failures to identify areas for improvement.

6. Leadership is About Service, Not Power
↳ Leadership is about empowering others to be their best selves.
↳ Great leaders inspire others to innovate and think creatively.

7. The Power of Pen and Paper
↳ Writing helps you understand your own thoughts better.
↳ Write out your thoughts and feelings to gain perspective and clarity.

8. Master the Power of Active Listening
↳ Focus on what others are saying, not on your reply.
↳ Avoid interrupting or formulating your response while the other person is speaking.

9. Writing Sharpens Your Thoughts
↳ Writing forces you to organize your thoughts.
↳ Seeing ideas on paper helps you spot flaws and improvements.

10. Embrace Discipline for Lasting Success
↳ Discipline is choosing between what you want now and what you want most.
↳ Small, consistent actions lead to big results over time.

10 simple yet transformative lessons to shift your mindset.

Which visual was your favorite?
Let me know in the comments ⬇️

♻️ Repost this to share these lessons with your network.
And follow Andrew Lokenauth for more!

10 Powerful Visuals To Change The Way You Think

Lynn, Yan Ling Lim

Amber R.

Carmen O Hubbs, IGP

Alph Doamekpor

10 hard truths that most people learn too late in life.

Powerful lessons to change your mindset:

(thanks to Janis Ozolins for these fantastic illustrations)

10 powerful lessons to change your life:

1. Embrace Uncertainty and Figure it Out
↳ Embrace the unknown. You can't know everything, and that's okay. Just be willing to learn and adapt as you go.
↳ It's okay to make mistakes; they are opportunities for growth.

2. Quitting is Not an Option
↳ Remember that success often follows many failed attempts.
↳ Stay positive and focused. Visualize yourself achieving your goals and stay committed to your vision.

3. Last-Minute Work is Never Worth the Stress
↳ Set achievable goals and reward yourself for reaching milestones.
↳ Use the Pomodoro Technique. This involves working in focused 25-minute increments, followed by a 5-minute break.

4. Don't Let Fear Hold You Back
↳ Break down large tasks into smaller, manageable chunks. This can help make them feel less overwhelming and more achievable.
↳ Use the Pomodoro Technique. This involves working in focused 25-minute increments, followed by a 5-minute break.

5. Time Is Your Most Valuable Asset
↳ Learn to say no. Don't take on too much at once. Learn to say no to commitments that don't align with your goals or values.
↳ Prioritize tasks using the Eisenhower Matrix.

6. Embracing Life's Teachings
↳ Keep a "lessons learned" journal to track your growth.
↳ Take calculated risks. Don't be afraid to take risks and try new things. This can help you learn and grow.

7. Believe in Yourself and Achieve Anything
↳ Set specific, achievable goals that you can track and work towards.
↳ Develop a growth mindset: see challenges as opportunities.

8. Difficult Times are Temporary
↳ Take time to reflect on setbacks and identify valuable lessons learned.
↳ Focus on small, achievable goals to build momentum and regain control.

9. Stay Patient
↳ Understand that mastery takes time and persistence.
↳ Learn from your mistakes and use them as opportunities for growth.

10. The Illusion of Problems
↳ Focus on what you can control and let go of what you can't
↳ Use the "worst-case scenario" technique to put fears in perspective

Which lesson is your favorite?
Tell me in the comments ⬇️

♻️ Repost this to help your network.
And follow Andrew Lokenauth for more.

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