Aubrey Cavanaugh
Eagle Mountain,UT
Summary
Efficient Advisory Consultant with solid background in advisory services. Have successfully guided clients through strategic decision-making processes, resulting in optimized business solutions with $6-$26+ million in revenue. Personal connection a great strength, with a desire to gain more experience towards being a fractional CFO for companies.
Overview
9
9
years of professional experience
Work History
Advisory Consultant
Squire and Company
04.2022 - Current
- Work directly with clients under supervision of management team to prepare quarterly and yearly financial statements for Technology and Consumer Products with $6-$26 million+ in annual revenue with emphasis on QuickBooks and Business Central accounting software.
- Plan and consult directly with executive management on business process improvements to strategize best accounting practices to the client’s requirements and needs.
- Work closely with clients to assess their business and financial challenges and architect solutions.
- Develop and analyze key performance indicators to support client decision making.
- Oversee client engagements, develop project plans, execute plans according to budget, deliverables, and timeline.
- Reduced operational costs by identifying areas for improvement and implementing cost-saving measures across various departments.
- Work closely with audit, tax, and advisory partners and managers to facilitate, oversee, and report back on client accounting needs and engagements.
Audit Consultant
Squire and Company
04.2016 - 04.2022
- Advised clients on strategies for mitigating risks associated with regulatory requirements and changes in legislation.
- Delivered high-quality audit reports within deadlines, resulting in increased client satisfaction levels.
- Evaluated internal control systems for effectiveness, recommending improvements as necessary.
- Developed customized audit plans tailored to client-specific needs and requirements.
Education
MBA - Accounting And Finance
Utah State University
Logan, UTSkills
- Quickbooks ProAdvisor
- Microsoft Business Central
- CPA, CMA Candidate
Timeline
Advisory Consultant
Squire and Company
04.2022 - Current
Audit Consultant
Squire and Company
04.2016 - 04.2022
MBA - Accounting And Finance
Utah State University