About OG2
Advisors, operators, and automation architects aligned to one mission: move finance forward.
OG2 was built by leaders from Big Four, high-growth startups, and AI research labs. We believe finance teams deserve partners who combine rigor, empathy, and innovation.
Our story
We saw the gap between traditional advisory firms and the reality of modern finance teams.
Operator-grade support
OG2 founders spent years inside scaling companies owning tax strategy, monthly close, and system migrations. We know how it feels to manage investors, audits, and global expansion with limited headcount.
That experience led us to build a firm where strategic advisors also understand what it takes to ship.
Innovation mindset
Our automation team comes from AI product groups that built mission-critical enterprise agents. By marrying that approach with seasoned accountants and tax leaders, we deliver measurable outcomes fast.
- Dedicated R&D budget for agentic innovation
- Partner network across finance and AI ecosystems
- Playbooks that evolve with every client engagement
Leadership
Team members you’ll work with day one.
Former Big Four partner leading global tax strategy for Fortune 100 clients. Specializes in scaling finance infrastructure for venture-backed companies entering new markets.
Built AI products at leading enterprise software companies. Today he architects OG2’s agentic workflows with a focus on governance and measurable ROI.
CPA and former startup CFO who has guided companies through IPO readiness, ERP migrations, and international expansion.
Leads client onboarding and success programs, ensuring OG2 pods integrate seamlessly with internal teams.
Values
Principles that shape every engagement.
Clarity
We translate complexity into actionable narratives that leadership can trust.
Accountability
Pods own outcomes end-to-end with transparent metrics and communication.
Progress
We embrace innovation, continuously iterating on processes, playbooks, and automation.
Join Us
Build the future of finance operations with OG2.
We’re hiring experienced tax leaders, controllers, analysts, and automation engineers who love solving complex problems.