Featured Talent

Profile

(1) Self-motivated, organized finance expert and problem solver: CPA with extensive experience across M&A transaction services, FP&A, valuations, due diligence, audits, compliance, monthly financial reporting, and post-acquisition integration (2) Highly adaptable, Open-minded and solutions-oriented: thrives in dynamic environments, quickly embracing change and driving effective solutions (3) Approachable leader and team builder: known for fostering collaboration, development talent and building strong, high-performing teams.

Career Highlight 1: Successfully turned around client relationship ($35M in revenue) by taking over an engagement that had stalled for several months due to staffing issues. Quickly assessed the situation, identified and prioritized outstanding items, and drove the project to completion ahead of the revised timeline. Reduced the backlog and delivered high-quality work that restored client confidence, strengthened the firm’s relationship, and helped retain a key account.

Career Highlight 2: Spearheaded pilot testing of new software and served as the first adopter in testing workflows, driving process improvements that increased efficiency by 20%

Career Highlight 3: Investigated and resolved a $2M variance during an accounting system conversion by leading reconciliation efforts, ensuring accuracy and integrity of financial data

Why Hire This Candidate (In Their Own Words): I bring a mix of strong finance experience and personal qualities that make me both efficient and effective in dynamic environments. Self-motivated, organized, detail-oriented, accountable, I quickly grasp new concepts, adapt to changes and deliver solutions with a focus on continuous improvement and efficiency. As a leader, I’m approachable and personable, valued not only for my technical expertise but also for my ability to build and inspire high-performing, collaborative teams.

Strengths: Self-motivated, organized, problem solver, highly adaptable to changes, open minded, approachable leader

Hobbies & Personal Interests: Enjoy outdoor activities such as hiking and gardening, cooking, traveling, photography, music

Education: Master of Accounting

Credentials: CPA

Industry Experience: Automotive, Banking, Business Services, Construction/Engineering, Equipment Leasing, Financial Services, Healthcare, Hospitality / Hotels & Re, Insurance, Logistics & Transport, Manufacturing, Media, Non-Profit, Pharmaceuticals, Private Equity, Public Accounting, Real Estate, Retail, Software, Technology, Wealth Management, Wholesale & Distribution

Company Fit: small, medium and large

Management Experience: 5 years of management experience and managed up to 11 direct reports

Software Experience: Tableau, Power BI, Quickbook, Yardi, NetSuite, DataSnipper, UpSlide, Microsoft Office Suite, CCH ProSystem, Caseware, LeaseCrunch, Photoshop

Open To: Hybrid, In-office, Remote