Featured Talent

Profile

A senior finance leader with more than 15 years of experience in accounting, auditing, financial reporting, and strategic finance. Throughout his career, he has partnered with executive leadership, auditors, regulators, and business stakeholders to support informed decision-making, strengthen financial oversight, and manage organizational risk. His expertise spans budgeting, forecasting, internal controls, regulatory reporting, and process improvement across both public accounting and corporate finance environments.

Career Highlight 1: Supported purchase accounting and opening balance sheet review for an $80M acquisition, ensuring accurate financial reporting and compliance.

Career Highlight 2: Reduced company overhead by more than 50% while managing forecasting, budgeting, reporting, and operational planning.

Career Highlight 3: Led GAAP/SSAP/NAIC close and reporting for two entities, delivering accurate monthly, quarterly, and annual financials to leadership, auditors, and regulators.

Why Hire This Candidate (In Their Own Words): My background spans external/internal audits, tax, and financial accounting and reporting, which give me a holistic perspective on controls, compliance, and financial accuracy. I’m comfortable and experienced in managing competing deadlines/priorities. I excel at quickly assimilating new industries and client environments, learning efficiently, and asking targeted questions to surface risks, optimize processes, and ensure all stakeholder needs are met.

Strengths: CPA finance leader with strengths in GAAP/SSAP/NAIC reporting, SEC support, close management, audit/internal controls, variance analysis, budgeting/forecasting, process improvement, team development, and stakeholder communication.

Hobbies & Personal Interests: Hiking
Weightlifting
Reading
Movies
Sports

Education: BS in Finance & Accounting

Credentials: CPA

Industry Experience: Construction/Engineering, Energy & Utilities, Equipment Leasing, Financial Services, Healthcare, Hospitality / Hotels & Re, Insurance, Manufacturing, Public Accounting, Real Estate

Company Fit: small, medium and large

Management Experience: 9 years management experience managing 2 to 3 people.

Software Experience: Lawson, Quickbooks, Oracle Hyperion, Infor, Workday

Open To: Hybrid, In-office, Remote