About Us

Our Story

OFS was born out of founder Nick Henry’s passion for integrating financial strategy and technology with business operations to drive efficient and sustainable growth. Having earned his CPA license and CFA Charter early in his career, and inhabiting a diverse set of roles ranging from service provider, to CFO, to founder, to investor, he is intimately familiar with the challenges faced by all of the key stakeholders in growing companies.

With OFS, he sought to develop a financial technology platform that would help solve the common pain points experienced by startups and mid-market companies alike through operational efficiencies and reliable data-driven decision making.

Nick and the OFS executive team have a combined 80+ years of leadership experience across various finance, accounting, information technology, and M&A advisory roles, with particularly deep expertise across the technology, manufacturing, real estate, wellness, private club/resort, sports & entertainment industries.

Our Mission

Provide agile technology and first-hand expertise to growing companies seeking to transform their financial operations.​

Our Vision

To fully optimize the way leaders make business decisions.

Executive Leadership

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