Meet the Team: Vivek Sharma 

by | May 8, 2024

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Vivek Sharma has recently joined the Fritz Financial Solutions team, and we are thrilled to have him as our newest staff accountant. Vivek is a detail-oriented and efficient professional who cares deeply about his clients. We are excited for everyone to get to know him. 

Here are some of the highlights from our conversation with Vivek.  

How did you find your way to accounting? 

My family, now full of engineers and doctors, has come a long way from humble beginnings. Years ago, my grandfather bought land and started growing trees that could be used to make medicine, and he began treating people for free. Despite good intentions, the funding he expected never materialized. As a result, I realized that we needed a solid financial plan to keep it going. This experience inspired me to be the first in my family to pursue a career in commerce and finance. In that sense, I’m a bit of a rebel- not to go into medicine or engineering. I chose accounting because I found it challenging and engaging. My ultimate dream is to travel the world, which led me to a six-month accounting opportunity with the United Nations in Sri Lanka. I’ve now been in accounting for nine years, with the last three focused on U.S. accounting.  

What do you like most about accounting? 

Whenever there is a challenge, such as when something in the balance sheet doesn’t match up, I enjoy figuring it out. Typically, 1 + 1 =2, but in accounting, there are so many factors that it can feel more like 1 +1 = 11. I like that challenge.  

Plus, no matter where you go in the world, accounting remains the same (besides a couple of extra things in the U.S.). 

What’s your favorite part of working with Fritz Financial Solutions? 

Working with Daliah has been great. I’ve never met an employer as kind and generous as her. She is emotionally invested in her clients and her team. Instead of just giving us tasks, she shares her insights, which make us feel connected to the client. She wants her employees to be emotionally invested in their success, too. She gives her heart to the client. I really enjoy working with someone like that.  

What technology tools do you find most helpful in your work? 

I love not having to manually track down every transaction from multiple different sources. At FFS, almost everything is connected and automatized, so my time is spent efficiently making sure things are set correctly. Asana has also been a game-changer. It keeps everything organized and keeps us from missing things.  

What’s it like working with a U.S. company? 

Working with a U.S. company like Fritz Financial Solutions has been refreshing. I appreciate the professional environment and respect for personal time. Other companies would expect you to work 18 hours without even saying thank you. Daliah is appreciative of an extra half hour and tells us to go enjoy our day. She encourages a healthy work-life balance, which is quite different from my previous experiences.  

How do you spend your free time? 

I love traveling, reading, writing about my travels and the people I meet, and hiking in my free time. Mountains have always been a special place for me. 

If you need a team of accomplished and dedicated professionals to provide your business with insightful financial services, reach out today. Vivek and the rest of the team will ensure you have the business insights you need to make informed decisions and are ready to take on any challenge.  

Traditional forecasting can be a losing endeavor  

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What solution can Fritz Financial find for you?

Schedule a meeting with Daliah Fritz