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.


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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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Roderick Carmody

Partner

Accounting Advisory Lead



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Keith Linhart

Partner

Accounting Advisory

Boston Office Lead



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Kati Penney

Partner

Accounting Advisory



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P.J. Warwick

Partner

Risk & Compliance Lead



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Nav Makol

Partner

FinServ Risk & Compliance

Data & Automation



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John Hoebler

Partner

Technology Solutions Lead



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Brian Hearing

Partner

Workday Practice Lead



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Harpreet Narula

Partner

Coupa Practice Lead



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Neil Smith

Partner

Finance & Operations Lead

Washington, D.C. Office Lead



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Bruce Klein

Partner

Financial Services Lead

New York Office Lead



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Henry Hilbert

Partner

San Francisco Office Lead



Principals & Directors

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Jill Agudelo

Director

Risk & Compliance



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Joanna Albertine

Director

Accounting Advisory



Adam-Washecka-Headshot

Adam Washecka

Principal

Revenue Recognition



Karalee-Britt-Headshot

Karalee Britt

Director

Risk & Compliance



Niraj-Chatwal-Headshot

Niraj Chatwal

Director

Finance & Operations



Keith-StGermain-Headshot

Keith St. Germain

Director

Finance & Operations



Jennifer-Goode-Headshot

Jennifer Goode

Director

Finance & Operations



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Jennifer Haessler

Director

Workday



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Scott Heflin

Director

Risk & Compliance



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Lynn Hurley

Director

Sage Intacct & FP&A



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Liz Immel

Director

Workday



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Summer Ireland

Director

Finance & Operations



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Jason Krasilovsky

Director

Finance & Operations



Vicki McGuire

Director

Workday



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James Medeiros

Principal

Accounting Policy



Cameron-Over-Headshot

Cameron Over

Director

Cybersecurity



Kevin-Reger-Headshot

Kevin Reger

Director

Workday



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Tembi Sibanda

Director

Data & Analytics



Sean-Sinclair-Headshot

Sean Sinclair

Director

Finance & Operations



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Corporate Team

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Amy Bjarnason

Chief Operating Officer



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Juliana Mastroianni

VP of Human Capital



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David Arnold

Director of Marketing



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Chad Geary

Director of Business Development