Leah Roe, Cpa, Cpcc, Pcc

Leah Roe, Cpa, Cpcc, Pcc Email and Phone Number

Founder | Leadership & Culture Development | Boutique Hotelier @ The Perk
Leah Roe, Cpa, Cpcc, Pcc's Location
Madison, Wisconsin, United States, United States
Leah Roe, Cpa, Cpcc, Pcc's Contact Details

Leah Roe, Cpa, Cpcc, Pcc work email

Leah Roe, Cpa, Cpcc, Pcc personal email

About Leah Roe, Cpa, Cpcc, Pcc

I'm a Leadership Coach & Organizational Trust Strategist. As a Coach, I celebrate leaders for who they are & who they want to be, while also holding their feet to the fire to take action & achieve incredible results. As a Trust Strategist, I help organizations take their culture & team performance to the next level in a psychologically safe, fun & highly effective way. ​I am proud to be a Certified Life & Leadership Coach through the Co-Active Training Institute (CPCC), & a Professional Certified Coach (PCC) through the International Coaching Federation.​Prior to taking the leap to become an entrepreneur & actualize my dream of starting The Perk, I was the VP of People Ops & Culture at a remote-first Health IT company. Actually, I started out as their VP of Finance & Operations, was tasked with taking over People Ops, & quickly realized that, while I was a fantastic CPA, people, culture, leadership, team, & trust development were my calling. ​​It was there that I got to quickly learn, build, develop, & scale a remote operations function focused on strengthening trust, communication, alignment, employee experience, & productivity in order to achieve our mission & vision. ​I started & run Culture Community - a non-profit organization that brings people passionate about being great leaders & intentionally building great cultures together to connect, learn, grow, & take action to make our teams, cultures, & selves better.​​Bottom line: I'm here, & excited, to help you take your life & leadership to the next level!​

Leah Roe, Cpa, Cpcc, Pcc's Current Company Details
The Perk

The Perk

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Founder | Leadership & Culture Development | Boutique Hotelier
Leah Roe, Cpa, Cpcc, Pcc Work Experience Details
  • The Perk
    Founder
    The Perk Aug 2018 - Present
    Madison, Wi, Us
    The Perk is a premier Leadership & Culture development studio. We exist to build a world in which everyone wakes up inspired & excited about life, feels included, connected, activated, & celebrated at work, & returns home fulfilled at the end of the day.WE'RE ORGANIZATIONAL TRUST EXPERTS. High-performing teams, next level leadership, positive employee experience, & strong cultures come down to one thing: TRUST. Trust isn’t something that just appears & remains until one day it mysteriously vanishes. BEHAVIORS build trust. With our Trust by Design Framework, we help you operationalize & scale trust in a way that is effective, sustainable, & high-impact.WE'RE NOT FOR BOX CHECKERS. We work with leaders who are willing to be vulnerable & do the work that will make an impact for the lifetime of their organization & beyond. Our clients are growth-minded leaders & organizations who know that developing their teams is paramount to the success of their business & the success of their people as individuals. They know what they’re currently doing is good, maybe even great, but they’re ready to take it to the next level!
  • New Glarus Hotel
    Managing Member
    New Glarus Hotel Jun 2023 - Present
    New Glarus, Wisconsin, Us
  • Culture Community
    Founder
    Culture Community Aug 2016 - Present
    Culture Community exists to bring enthusiasts together, in-person & electronically, to foster culture as a focal point of every organization, regardless of industry, size, or stage. Building an intentional culture is as much about what you do as what you don’t do. We are open to the public & meet monthly to share knowledge on different cultural ideas, so organizations can be deliberate & conscious in their actions.
  • Mavan
    Co-Founder
    Mavan Mar 2017 - Mar 2019
    Madison, Wi, Us
    At MAVAN, we believe in the power of people. Our mission is to support military spouses and help them attain occupational fulfillment. We are a virtual assistant network pairing military spouses with impact-driven professionals. We have four core values at MAVAN that are very near & dear to us, and really are the foundation of who we are. They are Impact, Identity, Community, and Autonomy. We only hire Mavans, and we only work with professionals who align with us on these. If you align with us on these values, then you are in the right room.
  • Healthfinch
    Vp Of Finance, Operations, People & Culture
    Healthfinch Feb 2016 - Nov 2018
    Madison, Wi, Us
    - Thrived as the primary culture catalyst responsible for ensuring our values remained strong as we scaled. Shaped all Culture & People operations, including the strategy, development, and implementation of policies, procedures, and modus operandi that aligned with, supported, and reinforced the unique culture we created.- Inspired the build of an intentional values-focused, remote, people-first culture through research, innovation, creation, and the implementation of new initiatives that drove employee recruitment, engagement, retention, and business success.- Owned all financial processes and reporting, including month-end close process, GAAP compliance, financial statement analysis (trend, variance, and key financial metric analysis), reporting to CEO, investors and the Board of Directors.- Directed all business operations processes, including preparation of customer contracts, negotiation and maintenance of vendor contracts, creation and implementation of new company policies, implementation and monitoring of internal control systems to ensure legal and regulatory compliance.
  • Fine Point Consulting, Llc
    Financial Consultant
    Fine Point Consulting, Llc Jun 2013 - Feb 2016
    Madison, Wi, Us
    Directed the financial processes and reporting for 20+ rapidly growing start-ups, with a focus in venture-capital-backed healthcare technology; including month-end close process, GAAP compliance, financial statement analysis (trend, variance, and key financial metric analysis), fundraising activities (Series Seed to Series B equity financing), reporting to management, and the Board of Directors.As a member of the executive team, I fostered cultural change within the organization, including the conversion to a Remote-First work environment.
  • Rsm Us Llp
    Senior Audit Associate
    Rsm Us Llp Nov 2010 - May 2013
    Chicago, Illinois, Us
    Audit and attest services for the Financial Institutions industry, governmental entities, not-for-profits, and employee benefit plans.

Leah Roe, Cpa, Cpcc, Pcc Skills

Auditing Cpa Banking Financial Reporting Gaap Us Gaap Sarbanes Oxley Act Accounting U.s. Generally Accepted Accounting Principles Microsoft Excel Finance Financial Statements Financial Analysis Financial Accounting Generally Accepted Accounting Principles Leadership Culture Change People Development Social Media Entrepreneurship Start Ups Team Building Engaging People Microsoft Office Strategic Planning Business Development Internal Controls Operations Management Revenue Analysis Financial Modeling Strategy Project Management Business Process Improvement Management Public Speaking People Management Employee Engagement People Processes Organizational Culture Continuous Improvement Culture Efficiency Management Operational Efficiency Business Efficiency Coaching Inspiring Leadership Inspiring Teams Inspiration Tinypulse Creative Problem Solving Root Cause Problem Solving Quickbooks Back Office Operations

Leah Roe, Cpa, Cpcc, Pcc Education Details

  • Depaul University
    Depaul University
    Business/Commerce

Frequently Asked Questions about Leah Roe, Cpa, Cpcc, Pcc

What company does Leah Roe, Cpa, Cpcc, Pcc work for?

Leah Roe, Cpa, Cpcc, Pcc works for The Perk

What is Leah Roe, Cpa, Cpcc, Pcc's role at the current company?

Leah Roe, Cpa, Cpcc, Pcc's current role is Founder | Leadership & Culture Development | Boutique Hotelier.

What is Leah Roe, Cpa, Cpcc, Pcc's email address?

Leah Roe, Cpa, Cpcc, Pcc's email address is le****@****erk.com

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What schools did Leah Roe, Cpa, Cpcc, Pcc attend?

Leah Roe, Cpa, Cpcc, Pcc attended Depaul University.

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Leah Roe, Cpa, Cpcc, Pcc has skills like Auditing, Cpa, Banking, Financial Reporting, Gaap, Us Gaap, Sarbanes Oxley Act, Accounting, U.s. Generally Accepted Accounting Principles, Microsoft Excel, Finance, Financial Statements.

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