Daniel Ramos Rejoins RFS™ as Assistant Controller and Team Coordinator

ROCKVILLE, Md., August 27, 2019 – Rose Financial Solutions (RFS™), the Premier U.S. Based Finance and Accounting Outsourcing Firm™, is pleased to welcome back Daniel Ramos to its team. Ramos rejoins RFS as an assistant controller and team coordinator.

Ramos first joined RFS in 2012 as a staff accountant after spending two years with KPMG™as an audit associate. His tenure at RFS spanned more than four years of service, and in July 2017 Ramos was promoted to the position of assistant controller and team coordinator. In that role, he managed a client portfolio that included federal contractors and commercial business clientele in accordance with U.S. GAAP. While at RFS, he obtained vast experience in managing key business accounting processes, which included performing monthly closings and the related financial and management reporting, cash and financial forecasting, and functional activities including billing, payroll and payables management.

“We’d like to extend our warmest welcome back to Daniel,” said Ted Rose, president, CEO and founder of RFS. “I’ve always been incredibly impressed by his deep knowledge of the financial close and reporting process and we are thrilled to have him back on track at RFS again. Above and beyond that, he is a great guy who is well liked by his colleagues.”

In his position as assistant controller and team coordinator, Ramos will perform financial analysis and oversee accounting functions for multiple clients, prepare financial statements, manage month-end closes, perform special projects and supervise and mentor staff.

“My experience with RFS has been the biggest impact in terms of my career growth and source of accounting skills learned and applied. I am very glad to continue developing my path with Rose Financial towards its vision as a company and for myself as an accountant,” said Ramos.
Ramos is a graduate of the University of Baltimore, where he earned a Bachelor of Science degree in Accounting. In 2008, he received the Financial Executives International’s Outstanding Achievement in Accounting Award.

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Rose Financial Solutions Empowers Fractional CFOs and CPA Firms to Support Clients with Scalable, AI-Enabled Financial Infrastructure

September 4, 2025
Rose Financial Solutions (“ROSE®”), a pioneer in Finance as a Service ( FaaS ), today announced new strategic partnerships designed to empower fractional CFOs and CPA firms to support clients with scalable financial infrastructure. Through alliances with Apex Finance Solutions, CFO Advisory DC, CTM Partners, and Rubino & Company , ROSE is expanding access to scalable, AI -enabled solutions that simplify financial operations and amplify the value advisors deliver to growing businesses. “Fractional CFOs and CPA firms are critical growth partners for businesses, but they shouldn’t have to build financial infrastructure on their own,” said Ted Rose, President, CEO, and Founder of ROSE . “With these partnerships, we’re giving them access to enterprise-grade tools that drive efficiency, scalability, and insight—so they can remain focused on their most important role: trusted advisors.” At the center of these partnerships is ROSE’s Finance as a Service ( FaaS ) model, which integrates People, Process, Technology, Organization, and Data . This framework simplifies back-office operations while empowering financial leaders with real-time insights, audit-readiness, and proactive decision-making . All four partners now gain access to Easby ® , ROSE’s AI-powered, enterprise-grade automation platform that seamlessly integrates with accounting systems to transform financial data into actionable intelligence. Meet the Partners Apex Finance Solutions : Guides high-performing entrepreneurs with executive-level financial leadership. With Easby®, Apex enhances its strategic advisory capabilities through real-time data insights. CFO Advisory DC : Brings a global perspective from private equity, impact investing, and strategy consulting. Easby strengthens its ability to deliver operational excellence and scalable growth strategies. CTM Partners : Specializes in driving scalable growth and operational efficiency through financial leadership. By leveraging ROSE’s FaaS model, CTM expands client visibility and decision-making agility. Rubino : A Maryland-based CPA firm delivering audit, tax, and CFO consulting expertise (through their CAS – Client Accounting Services). By integrating Easby, Rubino enhances compliance readiness while delivering deeper client insights. “This is just the beginning of our CFO and CPA partner network buildout,” added Rose. “Our goal is to ensure every growth focused organization in the nation has access to the same level of sophistication and scalability as enterprise finance teams—without the cost or complexity. Our nationwide network will reshape the way financial leaders deliver trusted, data-driven advisory services.” About Rose Financial Solutions ROSE is a leading provider of Finance as a Service (FaaS – next generation of finance and accounting outsourcing) , helping businesses simplify financial operations by aligning People, Process, Technology, Organization, and Data . Its enterprise-grade AI-enabled automation platform, Easby® , transforms financial data into actionable insights, enabling companies to scale with confidence and agility. With ROSE and Easby, organizations achieve audit readiness, operational efficiency, and data-driven decision-making—redefining the future of finance and accounting. To learn more about how ROSE and Easby® can transform your financial operations, visit www.rosefinancial.com and www.easby.ai . Ready to empower your firm with enterprise-grade financial infrastructure? Contact us today to explore partnership opportunities.

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