Casey Wagenaar, Cpa Email & Phone Number

United States

Phoenix, Arizona, United States

Phoenix, Arizona, United States

Embark’s Outsourced Finance team enables clients to focus on operating and growing their businesses with the peace-of-mind that the financial information and reporting is high-quality and decision-useful at a fraction of the cost of a full-time resource.

Denver, Colorado, United States

Denver, Colorado, United States

We solve problems for CFOs and their teams.Embark is a new kind of financial advisory consulting firm. Embark is here to make life easier for Finance and Accounting leaders. To solve their most complex problems with forward-thinking solutions. And Embark does that so CFOs, CAOs, and their teams can actually enjoy their lives.

• GCI Business, Healthcare and Education AnalystFormer Commercial Analyst
• Transitioned into the lead analyst for the Company’s largest business revenue generating unit of about $300 million annually
• Served as the lead analyst for the Commercial business unit including forecasting, budgeting, and reporting
• Built processes to streamline monthly reporting of financial and subscriber metric results using Alteryx, PowerBI, and Tableau
• Developed financial models with key stakeholders to create business cases to provide enhanced connectivity to rural Alaska
• Worked with product development and marketing team to develop new product business cases and create new business

Littleton, Colorado

• Revenue and Shared Services Analyst
• Developed unique revenue planning models for the four operating companies and enhanced the forecasting system and processes
• Provided balance sheet budget and quarterly forecasting model utilized in the Net Asset Value model
• Supported share services business leaders through operating expense and capital expenditure management
• Utilized PBCS, Microsoft Access, and Microsoft Excel to develop tools and processes for enhanced data and analytics practices

Greater Denver Area

• Performed valuations of closely held entities for financial reporting, transaction support, corporate finance, and estate tax planning
• Worked on financial reporting projects related to goodwill and intangible asset impairment testing
• Completed ad hoc modeling to assist corporate business decisions
• Utilized Bloomberg Terminal Stations, S&P Capital IQ, Business Valuation Resources, and Economic Research Institute data to assistassurance teams in audit and review procedures

Littleton, Colorado

EKS&H LLLP was acquired by Plante Moran, PLLC in 2018.

Denver, Colorado

• Transfer Pricing Associate
• Performed analyses on market, industry and comparable company data to assist companies in setting, modifying and documenting their transfer pricing for tangible products, services and intangible property (IP)
• Worked on multinational restructuring projects to provide Financial Transaction Solutions through the use of financial statement analysis and development of forecasting models to develop Interest Rate, Serviceability.
• Experienced in developing loan pricing models and working on credit rating analyses using Moody’s Credit Rating Methodology
• Contributed to IP Valuation Projects through financial modeling development using various IP valuation techniques
• Developed an Alteryx model to provide allocation of expenditures based on time spent analyses provided by clients

Master Of Accounting (Macc), Accounting

Bsba Finance, Minor In Political Science

Activities and Societies: Alpha Kappa Psi, Beta Alpha Psi, Washington University Student Associates, Computer Comfort, Olin Sports.