Please complete the CAPTCHA to continue
@welchfinancialadvisors.com
✓
2 phones found area 770
✓
LinkedIn matched
A concise factual answer block for searchers comparing this professional profile.
Cecily Welch, Cpa, Pfs, Cfp® is listed as The Accountant You Can Understand®. I help you realize what the numbers mean so you can make prudent financial decisions. at Cecily Welch CPA, based in Atlanta Metropolitan Area, United States, United States. AeroLeads shows a work email signal at welchfinancialadvisors.com, phone signal with area code 770, and a matched LinkedIn profile for Cecily Welch, Cpa, Pfs, Cfp®.
Cecily Welch, Cpa, Pfs, Cfp® previously worked as Speaker, Writer, Instructor at Cecily Welch Cpa and Owner at Welch Financial Advisors, Llc. Cecily Welch, Cpa, Pfs, Cfp® holds Mba, General Management from University Of Wisconsin-Madison.
This section adds company-level context without repeating Cecily Welch, Cpa, Pfs, Cfp®'s masked contact details.
AeroLeads found 1 current-domain work email signal for Cecily Welch, Cpa, Pfs, Cfp®. Compare company email patterns before reaching out.
CAREER SUMMARYMultiple guest speaker on Georgia Public Radio/NPR, appointed City of Atlanta - Governing Board of the Inspector General, AICPA IRS Advocacy & Relations Committee, Georgia Society of CPA's Leadership Council and former Tax Task Force Chair and board member, former member of the IRS Advisory Council (IRSAC) which advises the IRS Commissioner. Accounting and financial planning professional with over 30 years experience providing financial counsel on income tax, estate and gift tax, investment and retirement planning to high net worth individuals and people with new financial complexities such as inheritances, death of a family member, divorce, or a new business venture.Specialties: public speaking, accountancy, multi-entity non-profits, change management, consulting, finance, financial, financial accounting, financial analysis, financial modeling, financial planning, instruction, insurance, leadership, mba, networking, performance analysis, presentation skills, profit, public speaking, quality, radio, recruiting, reports, research, sales, sap, seminars, strategic, supervisory skills, tax planning.
Listed skills include Accounting, Tax, Income Tax, Cpa, and 23 others.
Company context helps verify the profile and gives searchers a useful next step.
A career timeline built from the work history available for this profile.
Cecily is adept at helping people understand how their financial decisions help them meet their life goals. And because no financial decision should be made in isolation, she is dedicated to educating others on the impacts of tax policy as an advocate for taxpayers, earning her the moniker as "The Accountant I Can Understand®" Have taught multiple courses.
Atlanta, GA, US
Raleigh, North Carolina, US
For high net worth individuals with financial complexities I advise, plan and complete the compliance for their income tax planning, estates, trusts, and gifting strategies.
Alpharetta, GA, US
Review and research applicable tax law to develop recommendations and proactively perform tax planning.Financial analysis to facilitate retirement planning, insurance planning, stock option planning, investment planning, and single stock diversification strategies.Detail review trusts and wills to identify weaknesses, as well as diagram impact of such.
Atlanta, GA, US
Review and research applicable tax law to develop recommendations and proactively perform tax planning.Financial analysis to facilitate retirement planning, insurance planning, stock option planning, investment planning, and single stock diversification strategies.Detail review trusts and wills to identify weaknesses, as well as diagram impact of such.
GB
Served as instructor for accounting and finance at the Global Training Center.Developed and revised course material for the Financial Accounting course.Instructed international PwC consultants whose work experience ranged from one day to fifteen years on the basic elements of integrated package systems configuration.Created and presented SAP Overview.
Project Charter: Redesign Financial Cost Reporting for improved visibilityRole: Team Lead - IntercompanyEnabled better profitability management by creating a simplified, forecastable financial process for eliminating worldwide intercompany profit which reduced month-end processing time by 90%.Transformed an under-performing team into a cohesive group that.
Project Charter: Implement an integrated financial, manufacturing, sales, and reporting systemRole: Intercompany Team - Production Support and Systems TestingImproved the financial reconciliation process of the complex intercompany design. Designed, tested and executed custom configured intercompany reconciliation reports to be used worldwide.Participated.
Project Charter: Implement an integrated financial transaction and reporting systemRole: Financial Accounting TeamImproved analysis of financial information by creating reports throughout SAP financial modules.Created and implemented solutions in various modules of SAP for post implementation issues.
London, GB
Center for Business KnowledgeConsultant - small business unit of major telecommunications company.Team created strategic plan for startup of service line for small business customers.Created process flows for inbound and outbound customer calls for the call center.Outlined the new process and detailed steps required to implement it on a daily basis.Managed.
Charlotte, North Carolina, US
Planned and supervised domestic and international internal financial audits. Sites included Denmark, Austria, Budapest and England.Contributed to the implementation of a firm wide "Best Practices" database.Performed worldwide financial and operational audits.Recipient of Reach Award for quality performance on a difficult audit.Seminar leader for new staff.
Quick answers generated from the profile data available on this page.
Cecily Welch, Cpa, Pfs, Cfp® works for Cecily Welch CPA.
Cecily Welch, Cpa, Pfs, Cfp® is listed as The Accountant You Can Understand®. I help you realize what the numbers mean so you can make prudent financial decisions. at Cecily Welch CPA.
AeroLeads has found 1 work email signal at @welchfinancialadvisors.com for Cecily Welch, Cpa, Pfs, Cfp® at Cecily Welch CPA.
AeroLeads has found 2 phone signal(s) with area code 770 for Cecily Welch, Cpa, Pfs, Cfp® at Cecily Welch CPA.
Cecily Welch, Cpa, Pfs, Cfp® is based in Atlanta Metropolitan Area, United States, United States while working with Cecily Welch CPA.
Cecily Welch, Cpa, Pfs, Cfp® has worked for Cecily Welch Cpa, Welch Financial Advisors, Llc, Cherry Bekaert Llp, Sj Gorowitz Accounting & Tax Services, P.C., and Bennett Thrasher.
You can use AeroLeads to view verified contact signals for Cecily Welch, Cpa, Pfs, Cfp® at Cecily Welch CPA, including work email, phone, and LinkedIn data when available.
Cecily Welch, Cpa, Pfs, Cfp® holds Mba, General Management from University Of Wisconsin-Madison.
Cecily Welch, Cpa, Pfs, Cfp® is listed with skills including Accounting, Tax, Income Tax, Cpa, Finance, Strategic Financial Planning, Financial Analysis, and Financial Accounting.
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial Search contacts