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.

Company 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.


erik-linn-image

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

Roderick-Carmody-headshot

Roderick Carmody

Partner

Accounting Advisory Lead



Keith-Linhart-headshot

Keith Linhart

Partner

Accounting Advisory

Boston Office Lead



Kati-Penny-headshot

Kati Penney

Partner

Accounting Advisory



PJ-Warwick-headshot

P.J. Warwick

Partner

Risk & Compliance Lead



Nav-Makol-headshot

Nav Makol

Partner

Intelligent Automation &

Data Analytics Lead



John-Hoebler-headshot

John Hoebler

Partner

Technology Solutions Lead



Brian-hearing-headshot

Brian Hearing

Partner

Workday Practice Lead



Harpreet-Narula-headshot

Harpreet Narula

Partner

Coupa Practice Lead



Neil-Smith-headshot

Neil Smith

Partner

Business Transformation Lead

Washington, D.C. Office Lead



Bruce-Klein-headshot

Bruce Klein

Partner

Financial Services Lead

New York Office Lead



Henry-Hilbert-headshot

Henry Hilbert

Partner

San Francisco Office Lead



Heather-Stewart-headshot

Heather Stewart

Partner

Risk & Compliance

(San Francisco)



Principals & Directors

Jill-Agudelo-Headshot

Jill Agudelo

Director

Risk & Compliance



Angelo-Amico-Headshot

Angelo Amico

Director

Accounting Advisory



Joanna-Albertine-Headshot

Joanna Albertine

Director

Accounting Advisory



Kip-Borgschulte-Headshot

Kip Borgschulte

Director

Workday



Karalee-Britt-Headshot

Karalee Britt

Director

Risk & Compliance



Alan-Fagan-Headshot

Alan Fagan

Director

Business Transformation



Niraj-Chatwal-Headshot

Niraj Chatwal

Director

Business Transformation



Sean-Cremen-Headshot

Sean Cremen

Director

Accounting Advisory



Christina Gadrinab

Director

Data & Analytics



Keith St. Germain

Director

Business Transformation



Jennifer Goode

Director

Business Transformation



Jennifer Haessler

Director

Workday



Scott-Heflin-Headshot

Scott Heflin

Director

Risk & Compliance



Liz-Immel-Headshot

Liz Immel

Director

Workday



Summer-Ireland-Headshot

Summer Ireland

Director

Business Transformation



Jennifer-Iwanicki-Headshot

Jennifer Iwanicki

Director

Business Transformation



Jason-Krasilovsky-Headshot

Jason Krasilovsky

Director

Business Transformation



Brandi-Long-Headshot

Brandi Long

Director

Accounting Advisory



Vicki-McGuire-Headshot

Vicki McGuire

Director

Workday



James-Medeiros-Headshot

James Medeiros

Principal

Accounting Policy



Cameron-Over-Headshot

Cameron Over

Director

Cyber & Privacy



Kevin-Reger-Headshot

Kevin Reger

Director

Workday



Tembi-Simbanda-Headshot

Tembi Sibanda

Director

Data & Analytics



Steve-Strandberg-Headshot

Steve Strandberg

Director

Intelligent Automation



Sean-Sinclair-Headshot

Sean Sinclair

Director

Business Transformation



Adam-Washecka-Headshot

Adam Washecka

Principal

Revenue Recognition



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Corporate Team

Amy-Bjarnason-Headshot

Amy Bjarnason

Chief Operating Officer



Amy Seibel

Chief Financial Officer



Juliana-Mastroianni-Headshot

Juliana Mastroianni

Vice President of Human Capital



David Arnold

Director of

Marketing



Chad-Geary-Headshot

Chad Geary

Director of Business

Development



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