Episode 39: S2| From Number Cruncher to FinTech Innovator

Introduction

In the fast-paced world of finance, standing out requires more than just a knack for numbers—it demands innovation, strategic thinking, and an unyielding passion for growth. Sheneya Wilson, the vibrant force behind Full of Financial, exemplifies these qualities. With a story that begins with a love for math and evolves into a pioneering role in financial technology, Sheneya’s journey is nothing short of inspiring.

The Shift from Accountancy to Entrepreneurship

Initially set on a career in mathematics, Sheneya’s path took a pivotal turn during college when she discovered her passion for business numbers. This revelation led her to accounting, eventually landing a role at Price Waterhouse Coopers in their technology, media, and telecommunications department. Her early career, marked by intense learning and special audit tasks, laid the groundwork for her entrepreneurial leap.

Embracing Academia and Entrepreneurship

While excelling at PWC, Sheneya pursued academia, enrolling in a PhD program at Rutgers University focused on accounting information systems. Her dual focus on academia and practical application sparked the idea of starting her own practice. Sheneya began with bookkeeping clients from Fiverr, gradually expanding her business through educational courses and personal engagement.

A Strategic Pivot during PhD Challenges

The turning point came when Sheneya had to choose between her burgeoning business and her PhD. Choosing the former, she fully committed to Full of Financial, growing the company to include 11 team members and a diverse client base. Her story underscores the importance of adaptable decision-making in entrepreneurship.

Leveraging Data for Business Growth

Sheneya credits her success to a data-driven approach. By implementing rigorous data analysis across various business dimensions—time management, customer feedback, and market trends—she has continuously refined her operations. This focus on data not only improved service quality but also enhanced team satisfaction and operational efficiency.

Vision for the Future

Looking ahead, Sheneya is developing a FinTech platform that integrates AI to assist clients year-round. This tool aims to enhance financial planning and connect clients with top-notch accounting professionals, reflecting her commitment to making high-quality financial advice accessible.

Conclusion

Sheneya Wilson’s journey from accountant to tech innovator at Full of Financial is a compelling narrative of passion, adaptability, and strategic foresight. Her story serves as a beacon for aspiring entrepreneurs and established business leaders alike, proving that with the right data and a driven team, any vision is achievable.

About Sheneya Wilson

Sheneya Wilson is the founder of Full of Financial and is known as @ThePeoplesCPA. She started her career at Price Waterhouse Coopers, later pursuing a PhD at Rutgers while establishing her own firm.