Henry Becker

Financial professional with 15+ years of hands-on experience in investment analysis, financial reporting, and bookkeeping. Known for precision, clean systems, and translating numbers into clear, actionable information. Brings an analyst's discipline to every set of books, so clients always know where they stand and what to do next. Proficient in QuickBooks Online.

Bookkeeper at Becker & Ledger Precision Bookkeeping (2023-01 – Present) Founder • Built bookkeeping systems from scratch for small service businesses, delivering clean records, real-time reporting, and the financial clarity owners need to make decisions.

• Manage full-cycle accounts receivable and payable, including billing, collections tracking, and timely payment processing for multiple client engagements.
• Produce regular financial reports that transform raw data into actionable insight, replacing guesswork with a clear picture of where each business stands.
• Design and implement chart of accounts structures and workflows tailored to each client, ensuring accuracy, compliance, and a foundation built to scale.
• Serve as the primary financial point of contact for clients, proactively flagging overdue payments, upcoming obligations, and cash flow issues before they become problems. Partner & Investment Committee Chair at Lighthouse Wealth Management (2012-01 – 2023-12) • Chaired the investment committee, monitored 200 stocks, and managed 40–50 position portfolios using disciplined bottom-up research.
• Launched individual stock portfolios when competitors retreated, directly addressing unmet client demand and driving 50% client growth.
• Designed the firm's entire equity research system from scratch, encompassing screening, analysis, and ongoing review.
• Owned all marketing solo, teaching myself WordPress, Canva, and Figma to build a brand that kept clients loyal.
• Rebuilt the website, digitized 20+ years of CRM records, and overhauled infrastructure, eliminating operational debt firm-wide.
• Led the sale to Wealth Enhancement Group: navigated discovery, negotiated terms, and drove post-close integration to completion.

Executive MBA – Quantic School of Business & Technology

Bachelor of Arts in History – University of Pittsburgh