Featured Talent

Profile

CPA with over twenty years of accounting and finance experience, including seven years in public accounting followed by over thirteen years with financial institutions. Expertise in business analysis, operational and financial reporting, and real estate including structures involving tax credit incentives (low-income housing tax credits, historic tax credits, new markets tax credits). Very detailed-oriented with the ability to see the big picture and convey complicated accounting and tax matters in an easy-to-comprehend manner. This candidate is an accomplished executive leading financial strategy, driving profitability and optimizing business solutions seeking a CFO position in the St. Louis area.

Why Hire This Candidate (In Their Own Words): “I have a proven track record of developing long-term financial plans that support organizational growth. I collaborate effectively with executives across an organization to align financial strategies with business objectives, while appropriately mitigating financial risks.”

Strengths: (1) Broad business acumen, (2) strong accounting and finance foundation, (3) detail-oriented, and (4) organized

Career Highlight 1: Oversaw process to get a 4 major accounting policy memos approved, which enabgled the bank to sell tax credits and resulted in earning top-line revenue of $10m over 2 years.

Career Highlight 2: Worked with business development team to optimize pricing and product mix, resulting in new KPIs and significantly increased revenue.

Career Highlight 3: Hired in a new role to do underwriting and credit analysis related to tax credits. Hugely successful and was soon tasked with focusing on debt (in addition to equity) investments and grew his role to oversee a team of 10.

Hobbies & Personal Interests: Working out, spending time with family, and coaching youth sports.

Education: Bachelor’s in Accounting

Credentials: CPA

Industry Experience: Financial Services, Public Accounting, Real Estate

Company Fit: Great fit for small to large size companies.

Management Experience: Over a decade of experience managing teams of 3 to 10.

Systems Experience: Tableau, Excel, Power BI.

Open To: Hybrid, In-office, Remote