Prophix Executive and Leadership Team

July, 2026

Leadership Overview

Prophix has 6 executives leading key functions including strategy, marketing, revenue, operations, technology, and customer success.

Driven by innovation, Prophix elevates finance teams by improving decision-making speed and accuracy, crushing complexity, and illuminating insights through AI-powered financial performance management.

Leadership Roles at Prophix

  • Chief Executive Officer - Alok Ajmera
  • Chief Operating Officer - Ricardo M.
  • Customer Account Representative & President, S Club Winner 2016, 2017 & 2018 - Lydia Marshall
  • Chief Marketing Officer - Vidhya Srinivasan
  • Chief Revenue Officer - Kenneth Lavoie
  • Chief Technology Officer - Anurag Yagnik
  • Alok Ajmera - Chief Executive Officer

    Alok Ajmera, the Chief Executive Officer at Prophix, directs the company's overall strategy and vision. Ajmera guides Prophix in its mission to empower finance teams by enhancing decision-making speed and accuracy. Overseeing the integration of AI insights and planning functionalities, the Chief Executive Officer ensures the Financial Performance Platform delivers robust budgeting, forecasting, reporting, and consolidation capabilities. This leadership role involves fostering a culture of innovation and driving the company's growth in the global market. By focusing on crushing complexity and reducing uncertainty, Alok Ajmera ensures Prophix remains a leading solution for financial performance management, backed by Hg Capital's investment.
    Alok Ajmera

    Ricardo M. - Chief Operating Officer

    Ricardo M., the Chief Operating Officer at Prophix, manages the company's day-to-day operational efficiency. M. oversees the execution of Prophix's strategic initiatives, ensuring seamless delivery of its Financial Performance Platform. This leadership position involves optimizing internal processes to support the company's goal of elevating finance teams' capabilities. By crushing complexity and reducing uncertainty in operations, the Chief Operating Officer ensures the platform's planning, budgeting, forecasting, reporting, and consolidation functionalities are delivered with precision. Ricardo M. plays a vital part in maintaining the high standards of service and support that Prophix provides to its global clientele.

    Lydia Marshall - Customer Account Representative & President, S Club Winner 2016, 2017 & 2018

    Lydia Marshall, the Customer Account Representative & President, S Club Winner 2016, 2017 & 2018 at Prophix, champions exceptional customer relationships. Marshall focuses on ensuring client success and satisfaction with Prophix's Financial Performance Platform. Overseeing key account management, the Customer Account Representative & President, S Club Winner 2016, 2017 & 2018 ensures clients maximize the platform's capabilities for planning, budgeting, forecasting, reporting, and consolidation. This role is vital in reducing uncertainty and illuminating insights for users, directly supporting the company's mission to elevate finance teams. Lydia Marshall's dedication drives client retention and reinforces Prophix's commitment to best-in-class service.

    Vidhya Srinivasan - Chief Marketing Officer

    Vidhya Srinivasan, the Chief Marketing Officer at Prophix, architects the global marketing strategy. Srinivasan drives brand awareness and market penetration for Prophix's Financial Performance Platform. Overseeing all marketing initiatives, the Chief Marketing Officer ensures alignment with the company's objective to elevate finance teams' capabilities. This leadership position involves communicating the platform's value proposition, highlighting its AI-driven insights and comprehensive functionalities for planning, budgeting, forecasting, reporting, and consolidation. By illuminating insights and crushing complexity, Vidhya Srinivasan positions Prophix as a leader in financial performance management, supporting the company's growth objectives.

    Kenneth Lavoie - Chief Revenue Officer

    Kenneth Lavoie, the Chief Revenue Officer at Prophix, spearheads all revenue generation activities. Lavoie directs global sales operations and channel partnerships, ensuring Prophix's Financial Performance Platform reaches a wider market. Overseeing the entire revenue funnel, the Chief Revenue Officer focuses on expanding customer acquisition and maximizing client lifetime value. This critical role involves driving strategic sales initiatives that align with the company's mission to improve decision-making speed and accuracy for finance teams. By reducing uncertainty and illuminating insights, Kenneth Lavoie ensures sustained revenue growth and strengthens Prophix's market position.

    Anurag Yagnik - Chief Technology Officer

    Anurag Yagnik, the Chief Technology Officer at Prophix, leads the technological vision and development of the Financial Performance Platform. Yagnik drives innovation in AI insights, planning, budgeting, forecasting, reporting, and consolidation functionalities. Overseeing the engineering and product development teams, the Chief Technology Officer ensures the platform remains at the forefront of financial performance management solutions. This role is crucial for enhancing the speed and accuracy of decision-making for finance teams. By illuminating insights and crushing complexity through advanced technology, Anurag Yagnik ensures Prophix delivers a robust, scalable, and secure solution to its global customer base.
    Anurag Yagnik

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    Frequently Asked Questions Regarding Prophix Top Executives and Leadership Team

    Who leads Prophix?
    Prophix is led by Alok Ajmera (Chief Executive Officer), along with executives such as Ricardo M. (Chief Operating Officer) and Lydia Marshall (Customer Account Representative & President, S Club Winner 2016, 2017 & 2018).
    Who is part of Prophix’s executive team?
    The executive team of Prophix includes leaders such as Alok Ajmera (Chief Executive Officer), Ricardo M. (Chief Operating Officer), Lydia Marshall (Customer Account Representative & President, S Club Winner 2016, 2017 & 2018) and other senior executives.
    How many executives does Prophix have?
    Prophix has 6 executives leading key business areas.
    What roles are included in Prophix’s leadership team?
    The leadership team of Prophix includes roles such as Chief Executive Officer, Chief Operating Officer, Customer Account Representative & President, S Club Winner 2016, 2017 & 2018, Chief Marketing Officer, Chief Revenue Officer.