Who I work with
I lead a team of 10 financial professionals and work with leaders across the firm to identify opportunities and project and understand business results. I report directly to the chief financial officer (CFO) and work closely with the financial teams of newly acquired Aprio companies to ensure smooth transitions.
I have over 20 years of financial planning and analysis, budgeting, internal accounting operations, process improvement and technical accounting experience. I am a seasoned leader with deep expertise in business integration and corporate finance. In my pursuit of excellence, I am always looking for ways to improve where we are today in anticipation of where we need to be in the future.
Results I have delivered
From 2015 to 2021, I have had the pleasure of playing a key role in the successful financial onboarding of over a dozen firms into Aprio’s ranks. This, combined with establishing accounts for new specialty services and segments and Aprio’s organic expansion, means my team and I have supported over 94% of the firm’s growth.
When I am not at work
I enjoy spending quality time with my family, and I am a volunteer finance committee member of a local charter school.
People say I am
Easygoing, thoughtful, insightful and a disciplined leader