Julia Dean Email & Phone Number

Managing Partner & Visionary Leader (January 2024 – Present)Reshaped SUIG from a boutique Business Strategy Consulting and Asset Management firm to a full-service CPA and Advisory firm, steering the firm’s vision, client strategy, and operational growth. Deliver M&A advisory, tax strategy, and outsourced accounting solutions to clients across lower middle markets. Lead and mentor a multidisciplinary team, fostering a client-focused, innovation-driven culture that drives measurable client success.- Expanded service lines in M&A, Tax Strategy, Assurance/Attest, and Outsourced CFO & Accounting services, achieving notable client acquisition and retention.- Spearheaded the development of scalable financial solutions tailored to meet clients’ evolving needs.- Cultivated key client relationships, driving long-term growth and partnership opportunities in target markets.

Served as a strategic business advisor on growth initiatives, financial strategy, and long-term planning. Delivered insights on M&A and business growth for diverse clients, supporting founders in executing business transformations aligned with their strategic vision. - Supported business transformation through advisory consulting. - Developed growth strategies for clients, leading to enhanced operational efficiency and revenue growth.

Cleveland, Ohio, United States

Recruited to PwC as Director to lead financial due diligence for high-impact M&A transactions. Managed end-to-end project delivery, ensuring thorough, data-driven insights to support client decision-making. Responsible for coaching teams and developing robust internal and external relationships.- Led multi-disciplinary teams on complex M&A projects for corporate and private equity clients.- Enhanced project delivery by implementing best practices, reducing time-to-completion for deliverables.- Cultivated a high-performance team environment, mentoring staff and fostering professional growth.

Cleveland/Akron, Ohio Area

Served as a key advisor to client C-suite executives on complex M&A transactions, leading due diligence engagements across strategic (including SPA terms negotiations), financial, and operational dimensions (including commercial, HR, legal, tax and IT).Recognized for developing business opportunities and managing relationships within a top global priority account.- Led diverse project teams on engagements for Fortune 100 to mid-market clients, providing critical insights in ambiguous, high-stakes situations.- Managed multiple complex transactions simultaneously, supporting both corporate and private equity clients in achieving their investment objectives.- Sponsored and mentored junior staff, preparing them for future roles and building a talent pipeline within the firm.Also actively involved in EY's initiatives in supporting minority & small business entrepreneurship and economic empowerment, personnel coaching & leadership development, diversity and inclusiveness, and college recruiting.

Cleveland, Ohio, United States

Focused on delivering value in M&A due diligence, working on high-impact transactions for corporate and private equity clients. Developed expertise in technical accounting, financial analysis, and performance management.- Spearheaded multiple buy-side and sell-side due diligence projects, providing clients with actionable insights on strategic investments.- Built and maintained strong client relationships, contributing to high client retention and repeat engagements.

Cleveland/Akron, Ohio Area

Led audit engagements for major SEC clients, managing a high-performing team and serving as the key point of contact for client leadership. Focused on delivering precise, technically sound audits that ensured compliance and informed business decisions.- Developed expertise in technical GAAP accounting, costing, and budgeting for P&L and Balance Sheet accounts within industrial manufacturing, consumer products, and healthcare sectors.- Led audit planning and execution, improving efficiency and accuracy through process enhancements and team coordination.- Built and maintained strong client relationships, acting as a trusted advisor on complex accounting and financial reporting issues.

Cleveland, Ohio, United States

Progressed into a senior role, taking on additional responsibilities in audit execution, team supervision, and client communication. Gained significant expertise in IT auditing, working with ERP and business software including Oracle, SAP, Hyperion, and NetSuite.- Conducted detailed audits and ensured technical GAAP compliance across high-profile client accounts.- Mentored junior staff, enhancing team cohesion and skills development.- Developed valuable IT auditing skills, effectively analyzing controls and systems for accurate financial reporting.

Cleveland, Ohio, United States

Contributed to audit engagements as a staff member, building a strong foundation in GAAP, compliance, and audit methodologies. Established proficiency in various accounting functions and quickly developed expertise in audit processes.- Supported audit planning, testing, and reporting, focusing on accurate data analysis and GAAP compliance.- Collaborated with team members and clients to ensure efficient audit execution and effective communication.

Cleveland/Akron, Ohio Area

Executed audits for non-public companies in sectors such as manufacturing, construction, real estate, and non-profit. Gained hands-on experience in due diligence and small business outsourcing, contributing to successful client outcomes and compliance assurance.- Conducted financial statement audits and due diligence for clients, enhancing their operational transparency and internal controls.- Developed foundational skills in audit processes, financial analysis, and client relationship management.- Actively participated in BDO’s internal committees, including the Personnel Committee, and served as a mentor in the “Buddy” program, fostering a supportive workplace environment for new staff.

Cleveland, Ohio, United States

Cleveland/Akron, Ohio Area

Supported the R&D Finance team in accounts payable, fixed assets, and cost accounting functions, providing financial data and analysis that contributed to budget planning and decision-making.- Assisted in managing AP functions, fixed asset tracking, and cost allocations, helping the R&D team maintain budget accuracy.- Conducted financial reporting and analysis to support cost-effective research initiatives.- Gained hands-on experience in financial operations and developed foundational accounting skills, contributing to effective financial management within the R&D department.