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Ori Goldman

CEO at Leadest

Ori Goldman is the CEO and co-founder of Loftey, a real estate technology startup offering a cost-effective and convenient moving experience for clients.

His professional background includes working in reputable financial institutions such as RBC Capital Markets and Bank of America Merrill Lynch, specializing in structured products sales and trading RMBS.

Ori's expertise extends to analyzing securities and collateral using tools like Intex, Corelogic LPS, and Bloomberg data, and he was instrumental in developing analytical tools for trading and analytics desks.

He holds a Bachelor's degree in Mathematics and Financial Economics from the University of Rochester.

Highlights

May 13 · linkedin

Excited to launch CleanBooks!

In the first few years of building Loftey, bookkeeping and reporting were an afterthought. I thought I could get by with just Excel. Once I started taking bookkeeping seriously, I realized that doing it right was going to be complicated and expensive.

But instead of hiring a team of full-time accounting people, I automated everything. Over the next few years, I was deep in the weeds learning how to automate every task in the company. I think at one point we had one of the most active Zapier accounts.

Not only did we have squeaky clean books every single day, but our only finance hire was a part-time bookkeeper to monitor the automations. We saved hundreds of thousands by automating.

Over the past few years, I've been working with businesses on these same problems. Maintaining 100% accurate books is hard. Establishing great processes is hard. Tracking the right KPIs and having access to live information is hard. Most SMBs don't have the bandwidth to do this very well.

I'm excited to help business owners keep accurate books and build world-class operations.

Ori Goldman
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Location

Greater New York City Area