Executive Vice President & Chief Operating Officer » Strategy | Operations | M&A | Revenue Growth
PICPA
May 2018 - Aug 2021 (3 years 4 months)
Promoted to Executive Vice President & Chief Operating officer, retaining responsibilities of Chief Financial Officer.
I held responsibility for setting strategy and vision for PICPA, a multi-million-dollar enterprise, building and monitoring the budget while overseeing the operations of all teams, with 66 employees across 4 offices as well as governance of all six entities serving the needs of CPAs in Pennsylvania and nationally.
Areas of focus included Financial & Operational Leadership, Revenue Growth, M&A, Change Management, Strategic Planning, Team Leadership, Strategic Partnerships, Human Resources, Professional Development, Real Estate, Technology, and Cybersecurity.
♦ As a dedicated and passionate CPA and C-suite executive, I pro