Modern Treasury
Role
Design Lead
Timeline
Q3 2022
Sector
Payment Operations
Scope
CORE LEDGER FEATURE
IMPLEMENTING HIERARCHY WITHOUT REWRITING THE LEDGER
As customers relied on Modern Treasury’s ledger as their source of truth, flat account structures made it difficult to reason about balances at scale. Without hierarchy, finance teams struggled to reconcile, audit, and report accurately as complexity grew.
Introduced a flexible hierarchy layer that allowed customers to group ledger accounts without altering underlying data — preserving financial integrity while enabling scalable reporting and future platform expansion.
My background in finance and platform design shaped the approach — prioritizing financial correctness, scalability, and enterprise workflows over surface-level hierarchy.
FLAT LEDGERS DIDN'T SCALE TO ENTERPRISE FINANCE
The core issue wasn’t missing data. It was missing structure.
As ledgers scaled to hundreds of accounts, finance teams struggled to summarize, audit, and explain balances across increasingly complex financial structures. Basic questions required spreadsheets, manual mappings, or custom queries — introducing risk, delays, and duplicated effort.
To simulate hierarchy, teams repurposed metadata fields to tag related accounts and relied on engineers to manually stitch balances together for reporting. This workaround was fragile, inconsistent, and couldn’t support accurate or timely financial reporting at enterprise scale.
The ledger remained financially correct, but structurally flat. It didn’t reflect how businesses actually organized money — creating growing reconciliation overhead as customers scaled.
Shaped by Real Enterprise Workflows
MAKING HIERARCHY USABLE AT SCALE
INLINE ROLLUPS AT SCALE
HIERARCHY WITHOUT VISUAL OVERHEAD
STRUCTURE BUILT INTO EXISTING SETUP
IMPACT AT SCALE
Ledger Categories turned a flat ledger into a scalable financial model — unlocking faster reporting, enterprise adoption, and revenue growth.
ARR added
$255K
New customers
3
Custom SQL Reports
