Leadership

Our management team has decades of experience in the accounting, finance and management consulting industries. They have worked together throughout most of their careers. They have also helped support executives, officers and managing directors at many Fortune 100 companies across the country.

Executive Leadership

David Kay

Co-Founder and Managing Partner

Dave brings a wealth of business and technical knowledge from his 30 year career; spanning roles in public accounting, finance function consulting, as an executive level CFO in public companies and as a board and audit committee member on several public company boards.


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Erik Linn

Co-Founder and Managing Partner

Erik brings almost 20 years of experience founding, leading and growing consulting companies. He has a consistent track record of assembling world class leadership teams, serving high profile clients and scaling businesses. Erik is passionate about our “better experience” culture.


Partners

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Neil Smith

Partner

Business Transformation Lead

Washington DC Office Lead


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Keith Linhart

Partner

Accounting Advisory

Boston Office Lead



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Kati Penney

Partner

Accounting Advisory

(Washington DC)



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P.J. Warwick

Partner

Risk & Compliance

(Washington DC)



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Nav Makol

Partner

Intelligent Automation &

Data Analytics Lead



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Jill Agudelo

Partner

Risk & Compliance

(Washington DC)


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Brian Hearing

Partner

Workday Practice Lead



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Harpreet Narula

Partner

Coupa Practice Lead



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Roderick Carmody

Partner

Accounting Advisory Lead


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Liz Immel

Partner

Workday Financials


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Henry Hilbert

Partner

San Francisco Office Lead



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Heather Stewart

Partner

Risk & Compliance

(San Francisco)



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John Hoebler

Partner

Technology Solutions Lead


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Bruce Klein

Partner

Financial Services Lead

New York Office Lead


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Kevin Reger

Partner

Technology Managed Services


Corporate Leadership

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Amy Bjarnason

Chief Operating Officer



Amy Seibel

Chief Financial Officer



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Juliana Mastroianni

Vice President of Human Capital



David Arnold

Director of

Marketing



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Chad Geary

Director of Business

Development



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