Many people dream of becoming entrepreneurs, and often the biggest...
Letting technology do the heavy lifting for certain monotonous tasks...
Financial reporting often appears to be a routine...
Financial operations encompass the systems and processes that...
At Escalon Services, we help businesses focus on what they do best by delivering tailored, comprehensive back-office solutions. Since day one, our mission has been to simplify business operations so our clients can focus on growth and innovation.
We specialize in accounting, HR, payroll, and finance—providing expert support to ensure compliance, efficiency, and strategic insight. Whether you’re a startup or a growing enterprise, Escalon is your trusted partner.
Our customized approach means we work as an extension of your team, aligning our services with your goals. Our scalable solutions grow with you, keeping operations smooth and costs under control.
Join the thousands of businesses that trust Escalon to streamline operations and unlock their full potential. Let’s build a stronger, more successful future—together.
Behind Escalon’s success is a dedicated leadership team that brings a wealth of experience, vision, and passion to the table. Our leaders are not just experts in their fields; they are forward thinkers who are committed to driving innovation and excellence in everything we do. Get to know the individuals who are steering Escalon Services towards greater heights and learn how their combined expertise is helping businesses like yours achieve sustainable growth.
President & COO
CFO
VP of Human Resources
Head of India Operations
Global Head of Engineering
Head of Tax & Compliance
VP of Information Technology
Senior Director and Head of International Business
CFO & Head of SaaS
Sr. Director of People Operations
CFO & Head of Technology and Life Sciences
CFO & Head of Media and Entertainment | Web3 | Consumer Goods
CFO & Head of Non-Profit
Jim brings a wealth of experience developing professional services businesses and a passion for solving operational complexities, engaging with customers, and driving results.
Before joining Escalon, Jim served as the President and COO of BlueStar Energy/AEP Energy. Under his leadership, the start-up company experienced exponential growth in customers (residential, commercial, and industrial), geography, and profitability. Before BlueStar, Jim held various leadership roles at Motorola, including leading the rollout of the Android mobile device portfolio with the largest wireless carrier in North America.
Jim is a certified Six Sigma Master Black Belt (MBB), has earned an MBA from Northwestern University, and has a BS in Electrical Engineering from the University of Illinois in Urbana Champaign.
Andy is a seasoned finance executive with 29 years of experience in public and private companies across the pharmaceutical, cannabis, energy, and technology industries. He brings a strong mix of both technical accounting and operational finance experience, having worked in public accounting at Price Waterhouse, SEC Reporting at Motorola, and in FP&A roles for multiple companies. One of those companies was privately owned, which he helped lead to a successful exit resulting in the company’s acquisition.
Andy has spent the past five years in the growing U.S. cannabis industry, serving as the CFO of a start-up and as both the SVP of FP&A and Corporate Controller for Cresco Labs, a public multi-state operator with revenue over $750 million.
Andy holds a BS in Accounting from Miami University in Ohio, an MBA from the Kellogg School of Management, and is a non-practicing CPA. He lives outside Chicago with his wife and three boys.
Karen is an accomplished people leader with broad strategic, change management, and cultural transformation experience, including a track record of impact-building people programs for top-tier professional services firms.
Karen has over 20 years of experience in talent management, workforce planning, organizational design, compensation, talent acquisition, performance management, and employee relations. Her passion lies in building cultures that attract the best talent, grow careers, and help people love where they work.
Before joining Escalon, Karen was a human resources executive for McKinsey and Co. and PwC. She has also consulted early-stage start-ups and PE-backed firms.
Karen is an active member of SHRM and holds an SPHR certification. She earned her MPA in human resources from Carnegie Mellon University and her M. Ed in Management from the University of Georgia. She also holds degrees in economics and psychology from The University of Pittsburgh. Karen and her husband reside in Tampa, Florida, with their four children and Goldendoodle puppy
A qualified Chartered Accountant, Ankur brings over 15 years of experience leading business development, operations, finance, and accounting departments. Most of all, Ankur is deeply passionate and committed to developing and enriching the people around him.
Ankur established and has led Escalon’s India Operations. Starting with a team of 3, Ankur grew Escalon’s India team to over 700 team members, delivering work across finance, accounting, human resources, payroll, and benefits disciplines. A natural team builder, he is involved in all aspects of their performance, ensuring that every element of the India office is optimized for quality work and team efficiencies.
Meet Brian, our tech visionary with a knack for turning big ideas into products that users can’t get enough of. With a career spanning multiple industries—think everything from fintech and healthcare to e-commerce and beyond—Brian’s diverse background brings a fresh perspective to Escalon. He’s not just about building cutting-edge tech; he’s about creating standout experiences that drive real impact.
Brian’s journey includes pivotal roles at a leading market research platform and a credit union servicing organization, alongside a rich history in application architecture, product design, and team leadership. He thrives on crafting solutions that not only meet the needs of today but anticipate the demands of tomorrow.
Hailing from the vibrant Sonoran Desert in Arizona, Brian now calls the mountains of Utah home. When he’s not strategizing the next big tech leap, you’ll find him on the pickleball court, diving into a good book, spending time with family, or soaking up live music. He holds a Bachelor’s degree in International Relations from Brigham Young University.
Hugh is an accomplished tax executive and licensed attorney with over 27 years of experience providing business tax services to a broad array of clients in varying industries, with a focus on technology-based SMB’s.
Before joining Escalon, Hugh was a Tax Partner for KPMG, LLP, a Big Four global public accounting firm. He also served as the Tax Risk Management Partner for KPMG’s Pacific Southwest and Northern Pacific Business Units.
Hugh received his Juris Doctor degree from St. Mary’s University School of Law and his Bachelor of Science from The University of Texas at Austin. He is also an active member in the Tax Sections for both the State Bar of Texas and the State Bar of Arizona.
André R. Steffens is a seasoned IT leader with almost two decades of experience across Project Management, Risk Management, Mergers and Acquisitions, Cybersecurity, Infrastructure, and cross-functional deployments. He has gained international experience working in North America and Latin America within Manufacturing, Engineering and Construction, Aviation, Consulting Services, and Software industries. André leads a team of IT professionals at a fast-growing services company with employees worldwide, where he is responsible for delivering reliable IT solutions, cybersecurity, and driving SOC2 compliance efforts. He has successfully completed numerous M&A infrastructure integrations, cloud migrations, IAM implementations, end-user technology projects, IT procurement, and asset management strategies. In addition, André has implemented new office locations and expansions, process automation, SOC2 audit cycles, vulnerability management, IT policy definitions, and network availability initiatives.
David leads our Software-as-a-Service practice at Escalon. He has more than 20 years of experience in the financial services industry, including more than 10 years working as a fractional CFO for venture-backed start-ups. During this time David has helped dozens of companies complete more than $700M in combined equity and debt transactions across a range of industries: SaaS, cleantech, biotech, hardware, transportation and many more. Previously David was an Investment Professional at Palo Alto Investors where he invested in both publicly-traded small-cap companies and private venture-backed start-ups. David began his career as a Mechanical Engineer in the gas turbine industry where he helped developed low-emission combustion systems. David received a Ph.D. in Mechanical Engineering and M.S. in Management Science and Engineering from Stanford University, and his M.S. and B.S. degrees in Mechanical Engineering from the University of Washington. He has been a Chartered Financial Analyst charterholder since 2005.
Robert Kaiser leads Escalon’s Global People Operations practice, bringing over 15 years of experience in operations management, strategic leadership, and human resources. He is recognized for building award-winning workplace cultures and advancing excellence in professional development, DEIB (Diversity, Equity, Inclusion & Belonging), and the overall employee experience.
Before joining Escalon, Robert served as Senior Vice President of People & Culture at a leading professional services firm, where he played a key role in shaping the future of work and evolving workplace environments. He also held the role of SVP of People Operations for the Americas at KnowBe4, a culture-driven security awareness training company. Earlier in his career, Robert held several leadership roles in operations and retail management.
He holds multiple HR certifications, including SPHR, PAHR, and CDP, and earned his BS in Business Administration from Gannon University and his MBA in Human Resources Management from the University of Phoenix.
Karl Pawlik leads our Technology and Life Sciences practice at Escalon Services. Karl has over 20 years of experience working in various leadership roles in finance, accounting, and strategy, with the last 10+ years being dedicated to the role of CFO of venture and pre-venture funded start-ups. Earlier in his career, Karl held global finance, business development, and strategy roles with Fortune 500 companies including Applied Materials, and St. Jude Medical (now Abbott), where he was part of the team that acquired CardioMeMs and NanoStim.
Karl has a passion for setting up organizations for success and gives back to the community by coaching competitive youth water polo.
Karl received his B.S. degree in Finance and Accounting from the University of Arizona and an M.B.A. from California State University at Northridge.
Yair joined Escalon in 2014. He is a business and financial leader known for his ability to develop and deliver strategic company-wide financial policies and procedures. He has hands-on experience assisting non-profits in corporate development, continuation planning, and workforce retention.
As an astute leader, Yair adds value through proactive decision-making, business process reengineering, proven global leadership, and mentoring and coaching skills. Before joining Escalon, Yair was the Vice President of Finance for Nielsen Social (a Nielsen McKinsey company) and managed various finance responsibilities within Nielsen Online. Yair also served as CFO of a chemical trading company and treasurer of a multinational telecom company.
Yair has a BA in Accounting and Economics from Tel Aviv University and was a member of CPA Israel.
In today’s world, if you’re not concerned about data security, you should be. Cyberattacks are a growing threat that every organization faces. Bad actors are always on the lookout, targeting businesses and individuals. This is exactly why it is crucial to stay one step ahead and protect your company from these risks.
At Escalon, our entire team, especially our security professionals, is fully committed to safeguarding your data. We have built a robust security infrastructure, combining the latest technology with proven internal policies and processes, to keep your sensitive information secure.
Customers seeking detailed, product-specific security insights can review our Trust Center or request a copy of the applicable SOC 2 Type II audit report via email.
Our team is made up of seasoned professionals who bring years of industry experience to the table. You gain a trusted advisor who understands your business inside out.
Say goodbye to the hassles of hiring, training and managing in-house finance teams. You will never have to worry about unexpected leave of absence or retraining new employees.
Whether you’re a small business or a global powerhouse, our solutions scale with your needs. We eliminate inefficiencies, reduce costs and help you focus on growing your business.
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