Featured Talent

Profile

CPA and senior finance leader with 15+ years of financial reporting, internal controls, and advisory experience across manufacturing, commercial real estate, and financial services organizations. Proven track record building high-performing teams, leading internal workflow transformations, driving LEAN process improvements , developing AI-enabled automation tools, and advising executive leadership on financial operations.

Career Highlight 1: Manage a $1.3 million book of business including over 30 attest engagements annually across manufacturing, commercial real estate, and financial services.

Career Highlight 2: Served as a key advisor on a $30M sell-side M&A transaction, delivering due diligence including accounting operations review, working capital analysis, and reporting quality assessment.

Career Highlight 3: Led firmwide workflow transformation, standardizing audit processes and deliverable tracking across teams; developed AI-enabled automation that reduced manual administrative effort.

Why Hire This Candidate (In Their Own Words): “Because I bring a rare combination of technical depth and real-world leadership: (1) a CPA with 15+ years of financial reporting, audit, and internal controls experience; (2) a track record of leading and developing high-performing teams; (3) hands-on M&A due diligence experience; (4) demonstrated ability to lead internal workflow transformations and drive process improvement at scale; and (5) leadership in AI-enabled automation.

Strengths: Financial Reporting & GAAP Compliance, Internal Controls & Policy Development, Team Leadership & Staff Development, Process Improvement (LEAN), Project Management, Risk Assessment & Mitigation, ERP/Technology Implementation, and M&A Due Diligence.

Hobbies & Personal Interests: Golf, home projects, and spending time with family including two kids and our dog.

Education: Master’s in Accounting

Credentials: CPA

Industry Experience: Automotive, Business Services, Equipment Leasing, Financial Services, Manufacturing, Non-Profit, Public Accounting, Wholesale & Distribution

Company Fit: Small (~50 employees) to Large (Over 4,000 employees)

Management Experience: 10+ years of team leadership across public accounting environments. Currently leads a team of 20 associates across the Midwest, managing performance through structured coaching, goal setting, and career development programs.

Software Experience: QuickBooks, Sage Intact, Loan Vision, Great Plains, Oracle

Open To: Hybrid, In-office, Remote