Featured Talent

Profile

CPA with three years of public accounting experience specializing in audit and assurance for both public and private companies. Demonstrated expertise in financial statement analysis, risk assessment, and data-driven reporting, with a track record of identifying key business drivers and delivering actionable insights to senior leadership. Experienced in process optimization, forecasting support, and M&A due diligence, with strong capabilities in financial modeling and variance analysis. Positioned to transition into corporate finance and development with the ability to drive strategic decision-making and business growth.

Career Highlight 1: Led risk-based audit procedures for Fortune 500 and mid-market clients across industries, evaluating revenue recognition, expense trends, and internal controls to identify key business drivers and financial risks. Partnered with CFOs, Controllers, and finance leadership to present audit findings, provide financial insights, and recommend process improvements, improving financial reporting accuracy and operational efficiency.

Career Highlight 2: Leveraged analytics tools (Excel, Alteryx, Power BI) to perform variance analyses, trend reviews, and KPI benchmarking, uncovering inefficiencies and supporting management decision-making. Supervised teams of 2–5 staff in planning and executing year-end audits, coordinating cross-functional workstreams, and ensuring timely delivery of audit reports for public and private companies

Why Hire This Candidate (In Their Own Words): Combines the technical rigor of a CPA with hands-on experience advising finance leadership across multiple industries. Skilled at analyzing complex financial data, developing actionable insights, and supporting strategic initiatives such as forecasting, – – budgeting, and M&A due diligence. Known for strong communication and project management skills, with the ability to bridge detailed financial analysis and big-picture business strategy.

Strengths: Brings a proven record of delivering results in high-pressure environments and is ready to contribute immediate value in a financial analyst or corporate finance role.

Hobbies & Personal Interests: Golfing, exercising, cooking, traveling, reading, investing

Credentials: Certified Public Accountant (Missouri)

Industry Experience: Agriculture, Banking, Business Services, Cannabis, Capital Markets, Emerging Growth Companies, Equipment Leasing, Financial Services, Fintech, Healthcare, Life Sciences and Biotech, Private Equity, Public Accounting, Technology, Wealth Management

Company Fit: Medium to Large.

Management Experience: 1 year of management experience overseeing teams of 2-5.

Software Experience: Microsoft Dynamics, SAP, Microsoft 365 suite,

Open To: Hybrid, In-office, Remote