Available for new engagements

Tracy Garon Hojka

Vice President, Khojant LLC · Financial Data Artificial Intelligence · Reconciliation Expert · SIE · CIPM

30+ years of accounting expertise — including two decades in the Registered Investment Advisory sector. As Vice President of Khojant LLC, I build solutions that turn "busy work" into business growth, transforming reconciliation nightmares into Business Intelligence dreams.

30+
Years Experience
$450M+
AUM Managed
1800+
Accounts Overseen
Tracy Garon Hojka
📍 Greater Chicago Area · Matteson, IL
CURRENT_ROLEVice President @ Khojant LLC
SECTORRIA / Family Office
PRODUCTThe Marathon System
SPECIALTYReconciliation & BI
STATUS● Open to Projects
QuickBooks Power Query SQL GAAP Excel AI Tools
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Turning Data Chaos
Into Financial Clarity

Deep expertise spanning bookkeeping, portfolio accounting, compliance, and workflow automation.

With deep, practical expertise in GAAP standards and high-level experience supporting High Net Worth individuals and Family Offices, I bring a tenacious troubleshooting mindset — I don't stop until the numbers make sense.

My background spans full-cycle bookkeeping, complex multi-entity reconciliations, QuickBooks optimization, and building Excel automation and Power Query solutions that drive real business intelligence.

Known for clear, consistent communication, full project ownership from start to finish, and a reputation for accuracy, integrity, and problem solving in regulated financial environments.

📊Monthly, quarterly & annual bookkeeping
🔍Cleanup & catch-up projects
⚖️Complex multi-entity reconciliations
📋QuickBooks setup & optimization
📈Financial reporting packages
⚡Excel automation & Power Query
🏛️Billing system implementation
📑Workflow optimization & documentation
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Skills & Expertise

💹
Financial Systems
QuickBooks Online & Desktop, portfolio accounting systems, billing implementation, and multi-entity financial operations.
🔬
Data Analysis
Expert-level Excel, Power Query, SQL query development, and in-house database design for performance & reconciliation workflows.
🤖
AI-Augmented Workflows
Leveraging Claude, ChatGPT, Gemini, and Microsoft Copilot to automate reporting, streamline documentation, and accelerate financial analysis.
📐
Compliance & Regulatory
GAAP standards, GIPS compliance, RIA regulatory reporting, and audit-ready books for Family Offices and investment advisors. FINRA SIE certified · CIPM credentialed.
⚙️
Process Automation
Workflow automation, process documentation, software QA testing, and version testing for reconciliation and reporting systems.
🏢
Family Office & RIA
20+ years in Registered Investment Advisory sector. Managed AUM reporting for 1,800+ accounts with $450M+ in assets under management.
Excel / Power Query98%
QuickBooks Online & Desktop95%
Reconciliation & GAAP97%
SQL & Database Development82%
AI Tools (Claude / ChatGPT / Gemini / Copilot)88%
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AI-Powered Financial Intelligence

Integrating cutting-edge AI tools to supercharge financial analysis, reporting, and client communication.

Claude
by Anthropic
Used for drafting complex financial narratives, reconciliation summaries, client reports, and workflow documentation with precision and clarity.
Report Writing Data Analysis Documentation
Gemini
by Google
Leveraged for multi-modal financial data interpretation, spreadsheet formula generation, and research synthesis across complex financial datasets.
Research Formula Gen Synthesis
Copilot
by Microsoft
Integrated directly within Microsoft 365 to automate Excel workflows, Power Query transformations, and accelerate financial model building.
Excel Automation M365 Integration Power Query
ChatGPT
by OpenAI
Applied for rapid data interpretation, client-facing narrative drafting, financial Q&A research, and cross-checking reconciliation logic with conversational precision.
Data Interpretation Client Narratives Research
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Professional Experience

Khojant LLC Jan 2026 – Present
Vice President — Financial Data & Reconciliation Expert
Leading Khojant LLC as Vice President, I bring my skills in Financial Data, Artificial Intelligence and Data Reconciliation to every job. At Khojant LLC, we build solutions that turn "busy work" into business growth!
Rockefeller Capital Management Mar 2021 – Jan 2026 · ~5 years
Manager of Operations – Vice President & AVP Account Administration Analyst
Managed books and records, as well as investment portfolio records, for two large Family Office families with an estimated AUM of $450M+. Oversaw firm-wide processes including quarterly client invoicing. Served as primary contact with back-office services to update, reconcile, and correct client-level transaction and position data. Worked closely with the Compliance Officer on regulatory reporting.
Whitnell Jul 2007 – Feb 2021 · 13 yrs 8 mos
Manager of Operations
Maintained management-level data for board and regulatory reporting. Managed quarterly client invoicing firm-wide. Led projects automating Operations and Marketing tasks. Oversaw AUM reporting for 1,800+ accounts, supporting audits and compliance reviews. Managed social media and leads data for marketing.
Gofen & Glossberg 1994 – 2006 · 12 years
Technical Liaison · Auto-Reconciliation Admin · Software QA · Composite Administrator · Performance Analyst · Portfolio Accountant
Held six progressive roles over 12 years at this investment counseling firm. Led automated reconciliation and software QA for investment portfolios. Developed in-house AutoScrub process to verify performance return accuracy (Access 2003 / SQL Server). Administered GIPS-compliant composite reporting. Supported 1–4 portfolio managers with accurate performance exhibits and reconciliation.
Nationwide Acceptance LLC / Corp 1986 – 1994 · ~8 years
Accounting Clerk
Full-charge accounting for premium finance division. Developed procedures to reconcile general ledger accounts more efficiently. Streamlined deposit reconciliation process, saving 3+ hours per day. Managed accounting system for new loan divisions as they were implemented.
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The Marathon System

Insurance agency management built by someone who knows the numbers — co-architect, co-designer, and lead tester of the platform's reconciliation automation engine.

"Running an insurance agency shouldn't feel like a marathon you aren't prepared for."

As Vice President of Khojant LLC and Co-Architect of The Marathon System's reconciliation automation engine, We turned "busy work" into business growth — making work easier for insurance agents so they can focus on their clients, not their spreadsheets. My average client relationship spans over a decade because I don't just deliver data solutions; I provide long-term stability.

🏃
www.mscflexone.com ↗
⚡
Reconciliation Automation
Designed and tested an industry-first insurance transaction reconciliation automation feature. What used to take agency staff hours of manual, error-prone work is now completed with precision in minutes.
Hours → Minutes
🎛️
Complete Agency Oversight
Helps agency owners who feel overwhelmed gain complete, real-time control of their operations — from transaction tracking and reporting to carrier reconciliation and commission management.
Full Visibility · Zero Guesswork
🔗
All-in-One Platform
Unlike legacy insurance software, The Marathon System delivers a comprehensive, all-in-one platform where almost every feature is included at a single transparent price — no hidden fees, no pay-walled add-ons.
One Price · Every Feature
🤝
Long-Term Partnership
Average client relationships span over a decade. Built on deep domain expertise, consistent support, and a genuine commitment to the growth of every agency on the platform.
10+ Year Avg. Client Tenure
🧪
Rigorous QA & Testing
Bringing 12+ years of software QA experience from the investment sector, every feature undergoes thorough testing — version testing, scenario validation, and reconciliation accuracy checks before deployment.
Built with Precision
📊
Business Intelligence
Transforms raw insurance transaction data into actionable reporting — empowering agency owners to make data-driven decisions about growth, staffing, carrier relationships, and profitability.
Data → Decisions

"Unlike the 'big guys' in insurance software, we don't believe in hidden fees or pay-walled features. With The Marathon System, you get an all-in-one platform where almost every feature is included at one transparent price."

— Tracy Garon Hojka, President · Khojant LLC  |  www.mscflexone.com
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Education & Background

📜
Securities Industry Essentials (SIE)
FINRA · Introductory-level securities industry certification assessing foundational knowledge of markets, products, and regulatory framework.
📊
Certificate in Investment Performance Measurement (CIPM)
CFA Institute · Professional certification in investment performance evaluation, attribution, and presentation standards.
🎓
Moraine Valley Community College
Business & Accounting Studies · Greater Chicago Area
🏫
Notre Dame High School
Secondary Education · Illinois

Let's Work Together

Ready to clean up your books, streamline your processes, or manage your financial operations with precision? I'd love to hear from you.

Contact Khojant 📞 708-361-0001 Connect on LinkedIn 🏃 The Marathon System