Summary
Overview
Work History
Education
Skills
Websites
Timeline
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Laurie Henderson

Los Angeles,CA

Summary

Results-driven finance professional with over 10 years of experience in asset management, fund administration and overseeing financial operations and fiscal management in private equity, high-growth organizations and for high-net-worth individuals. Expertise in budgeting, forecasting, and financial reporting, with a proven ability to enhance profitability through cost control, process optimization, and financial analysis.

Overview

5
5
years of professional experience

Work History

Managing Partner

CapSync Solutions, LLC
2022.09 - Current

Responsible for the overall strategic vision, leadership, and operational management of CapSync. Drive growth, oversee product development, and expand market share in the fintech space. Collaborate with the executive team, stakeholders and offshore team members to ensure the company’s continued success.

Key Responsibilities:

  • Strategic Leadership: Develop and execute long-term business strategies to drive market expansion, increase revenue, and enhance operational efficiency.
  • Product & Technology Innovation: Lead product development teams to deliver innovative fintech solutions that address emerging market needs.
  • Financial Management: Oversee budgeting, financial performance, and P&L management. Ensure company profitability and lead successful fundraising efforts with venture capital and private equity partners.
  • Sales & Market Growth: Work alongside marketing team to help define and implement go-to-market strategies that enhanced customer acquisition, retention, and overall brand recognition.
  • Investor & Stakeholder Relations: Engage with investors and strategic partners to communicate business progress and to explore growth opportunities.

Managing Partner

L.H. Financial, LLC
2019.08 - Current

Outsourced financial services provider, dedicated to delivering comprehensive financial solutions to high-net-worth individuals and businesses of all sizes. Offering a wide array of services designed to meet the unique needs of clients.

Key Responsibilities:

  • Accounting & Bookkeeping: Seasoned accountant ensuring financial records are accurate, up-to-date, and compliant with all regulatory standards. Day-to-day bookkeeping, month-end close processes, and financial reporting to give clear insights into personal and business financial health.
  • Tax Planning & Compliance: Tax planning services, helping businesses minimize tax liabilities and ensure full compliance with local, state, and federal tax regulations.
  • Payroll Management: Simplified payroll processes providing reliable payroll management services. Includes payroll processing and tax filings to employee benefits administration, ensuring timely and accurate payments every cycle.
  • Financial Planning & Analysis: Strategic financial planning and analysis services that help businesses make informed decisions. Budgeting, forecasting, and scenario analysis to support long-term growth and stability.
  • Treasury & Cash Management: Optimize cash flow, manage liquidity, and mitigate financial risks. Treasury services include cash forecasting, investment management, and banking relationships.

Education

Master of Science - Business And Finance

LCA Business School
London, UK
06.2017

Bachelor of Science - Business And Marketing

LCA Business School
London, UK
06.2015

Skills

  • Financial Analysis & Reporting
  • Budgeting & Forecasting
  • Capital Management & Fundraising
  • P&L Management / Cash Flow Management
  • Fund Administration
  • QBO, Gusto, ADP, Oracle, eMoney Advisors

Timeline

Managing Partner

CapSync Solutions, LLC
2022.09 - Current

Managing Partner

L.H. Financial, LLC
2019.08 - Current

Master of Science - Business And Finance

LCA Business School

Bachelor of Science - Business And Marketing

LCA Business School
Laurie Henderson