We are FinOrchestrate. Tech-forward financial and accounting experts powering your fractional CFO and digital transformation needs.
Our
Values
Transparency
Open, clear, and straightforward communication in every interaction. You’ll always understand exactly what we're doing and why.
Innovation
Continually pushing boundaries through creative thinking and advanced technology. We deliver forward-thinking solutions tailored to your unique challenges.
Compassion
Empathy guides our approach. We deeply understand the challenges startups face, and we're here as your supportive partner every step of the way.
Respect
We value your ideas, your time, and your vision. Every relationship is built on mutual respect, trust, and professionalism.
OUR PEOPLE
At FinOrchestrate, I believe financial clarity and intelligent automation are keys to scalable growth. I combine deep expertise in finance, technology, and systems development to help startups thrive.
Joe Marks, CPA
Founder, CEO
Joe brings a unique combination of extensive financial leadership and hands-on software engineering experience. As both a CPA and an engineer, he specializes in financial strategy, digital transformation, financial systems automation, and AI adoption for finance teams. Joe has a proven track record of implementing cutting-edge financial solutions and ERP integrations at high-growth companies, consistently driving efficiency, accuracy, and strategic clarity. Passionate about bridging the gap between finance and technology, Joe empowers startups to scale intelligently and achieve sustainable, data-driven growth.
Education
University of Portsmouth (UK) – PhD Student, Computer Science (AI)
Stevens Institute of Technology – MS, Computer Science (GPA 3.96)
DePaul University – Computer Science Graduate Coursework (GPA 3.94)
East Carolina University – MS, Accounting (GPA 4.0)
UNC Wilmington – BS, Finance
Professional Experience
I’m a CPA, software engineer, and entrepreneur with deep expertise at the intersection of finance, AI, and automation. Over my career, I’ve built financial systems, led engineering teams, co-founded technology startups, and conducted cutting-edge research in finance automation.
Lead Engineer, Financial Systems & Software Engineering — Unicorn Startup
Co-founder — Subledger
PhD Researcher (AI & Computer Science) — University of Portsmouth
Earlier experience at Masterworks, Truveris, Annaly Capital, Seritage Growth Properties, SL Green Realty, Cognizant, and KPMG.
Our Home
joe@finorchestrate.com
(910) 470-2708
New York, NY
CONNECT WITH US