Meet Our Accounting Team

Our team of certified accounting professionals works diligently and collaboratively to bring you individualized attention and effective, timely financial management solutions. At iMinds Financial, we love what we do, which translates into positive client experiences. Schedule a consultation and see how you can benefit from working with us.

Rosalee Katakam

President & CEO

As the President & CEO of iMinds Financial,Rosalee’s expertise in marketing, financial research, strategic planning and customer service issues has helped iMinds evolve into a leading company that is reshaping how Software and Financial services are rendered to the customers around the world.Prior to iMinds, Rosalee was serving New Jersey Department of Treasury as a Municipal Auditor/Comptroller, responsible for reviewing operational and administrative functions of municipalities throughout the State of New Jersey. During her tenure, Rosalee was responsible in providing programmatic and fiscal recommendations for operational effectiveness and efficiencies, utilizing various analytical techniques such as; comparative benchmarking, financial statement analysis, cash flow analysis, staffing allocations, quality assurance assessments and best practices identification.

Before NJDT, Rosalee served as a Financial Analyst/Associate Manager for Prudential Insurance Company, responsible for identifying and developing financial planning strategies to support the affluent market segment.
Rosalee began her career serving as a Tax Auditor for Internal Revenue Service (IRS), responsible for conducting audits and recovering millions of dollars in unreported income from tax payers. Among other tasks, Rosalee researched tax issues, interpreted tax laws, determined tax liability and taught tax law to the general public and colleagues

 

iMinds Financial

Phone: +1-484-228-4040

Fax: +1-484-228-4044

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