Julia Dean

Julia Dean Email and Phone Number

Visionary CPA & Advisory Firm Leader | Driving Business Growth & Transformation in M&A, Tax Strategy & Outsourced CFO/Accounting | Community Leader & Board Trustee @ SUIG CPAs & Advisors
Julia Dean's Location
Greater Cleveland, United States
Julia Dean's Contact Details

Julia Dean work email

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About Julia Dean

As an entrepreneurial CPA and Managing Partner, I thrive at the intersection of strategic vision, financial acumen, and client-focused advisory. With almost two decades of experience guiding clients across industries—from Fortune 100 firms to growth-stage companies—I specialize in transforming businesses, optimizing financial strategy, and driving long-term growth.Currently, I lead SUIG CPAs & Advisors, where I’ve overseen our evolution & restructuring from a consulting and asset management firm into a full-service CPA and Advisory firm. In my role, I focus on delivering tailored solutions in Growth Strategy and M&A Advisory, Outsourced Accounting, and Interim/Fractional CFO services. Through strategic leadership, I've built multidisciplinary teams and implemented innovative approaches that empower our clients to achieve measurable success.Key Areas of Expertise:- M&A Advisory and Financial Due Diligence: Extensive background in M&A, supporting corporate and private equity clients with rigorous diligence and strategic insights that drive value.- Business Strategy and Growth: Proven ability to craft and execute growth strategies that align with client goals, using data-driven analysis and industry best practices.- Outsourced Accounting and CFO Services: Leader in providing scalable financial solutions, from entry-level accounting to C-suite advisory, tailored to meet evolving client needs.- Team Leadership and Mentorship: Committed to building high-performing teams and fostering a collaborative, growth-oriented culture that develops future leaders.- Industries: Industrial Manufacturing, Distribution, Consumer Retail & e-Commerce, Healthcare & Life Sciences, Real Estate, Construction, Professional Services, and SaaS.I am passionate about partnering with clients to navigate complex financial landscapes, unlock new opportunities, and create lasting value. If you’re looking to connect with a strategic advisor and CPA firm leader who combines technical expertise with a forward-thinking approach, please feel free to reach out.

Julia Dean's Current Company Details
SUIG CPAs & Advisors

Suig Cpas & Advisors

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Visionary CPA & Advisory Firm Leader | Driving Business Growth & Transformation in M&A, Tax Strategy & Outsourced CFO/Accounting | Community Leader & Board Trustee
Julia Dean Work Experience Details
  • Suig Cpas & Advisors
    Managing Partner & Visionary Leader
    Suig Cpas & Advisors Jan 2024 - Present
    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.
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  • Suig Cpas & Advisors
    Business Strategy & Growth Consultant
    Suig Cpas & Advisors Jun 2020 - Dec 2023
    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.
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  • Pwc
    Director | Deals, Financial Due Diligence
    Pwc Jan 2023 - Dec 2023
    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.
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  • Ey
    Strategy And Transactions, Senior Manager
    Ey Oct 2020 - Nov 2022
    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.
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  • Ey
    Strategy And Transactions, Manager
    Ey Apr 2018 - Oct 2020
    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.
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  • Ernst & Young
    Assurance, Manager
    Ernst & Young Oct 2017 - Apr 2018
    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.
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  • Ey
    Assurance Senior
    Ey Oct 2014 - Oct 2017
    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.
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  • Ey
    Assurance Staff
    Ey Dec 2012 - Oct 2014
    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.
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  • Ss&G Financial Services, Inc.
    Assurance Associate
    Ss&G Financial Services, Inc. May 2011 - Nov 2012
    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.
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  • Ss&G Financial Services, Inc.
    Assurance Intern
    Ss&G Financial Services, Inc. Jan 2011 - Apr 2011
    Cleveland, Ohio, United States
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  • Sherwin-Williams
    R&D Finance Intern
    Sherwin-Williams Jul 2009 - Nov 2010
    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.
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Julia Dean Skills

Leadership Financial Modeling Data Analysis Forecasting Business Development Finance Sec Filings Strategic Planning U.s. Sec Filings Consolidation Microsoft Office Budgeting Us Gaap Nonprofits Internal Controls Financial Analysis Sarbanes Oxley Act Business Strategy Financial Reporting Project Management Assurance Recruiting Financial Audits

Julia Dean Education Details

Frequently Asked Questions about Julia Dean

What company does Julia Dean work for?

Julia Dean works for Suig Cpas & Advisors

What is Julia Dean's role at the current company?

Julia Dean's current role is Visionary CPA & Advisory Firm Leader | Driving Business Growth & Transformation in M&A, Tax Strategy & Outsourced CFO/Accounting | Community Leader & Board Trustee.

What is Julia Dean's email address?

Julia Dean's email address is ju****@****hoo.com

What is Julia Dean's direct phone number?

Julia Dean's direct phone number is +121687*****

What schools did Julia Dean attend?

Julia Dean attended Cleveland State University.

What skills is Julia Dean known for?

Julia Dean has skills like Leadership, Financial Modeling, Data Analysis, Forecasting, Business Development, Finance, Sec Filings, Strategic Planning, U.s. Sec Filings, Consolidation, Microsoft Office, Budgeting.

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