Eide Bailly (pronounced I'd Bay-Lee), a top 20 CPA & business advisory firm founded in 1917, has over 40 offices, 15 in California. Key services include:-Audit and Tax; -Transaction Advisory, QoE & Business Valuation-Data Analytics, System Selection & Data Optimization -Outsourced and Managed Services such as accounting, technology, cybersecurity, data management-Microsoft, NetSuite, Salesforce, Boomi, Workato and More-CMMC Assessments-ESOP consulting Outsourced and Managed Services has over 300 professionals providing accounting and finance solutions to run, grow, and transform middle market organizations. Our Solutions:- Accounting Advisory- Outsourced Accounting- Business Planning & Analysis as a Service

Managing Partner partnering with Private Equity, Founders for senior finance talent: CFOs, VP-Finance, Controllers, FP&A, interim, project, non-retained perm search

Business development for middle market focused on companies in wine, food & bev, consumer products, M&A, healthcare, non-profit, real estate, and supply chain/trade finance. Partnered with Business Banking, Real Estate, FX, and other internal partners to identify and develop new relationships for the Region. Coached and mentored Relationship Managers. Leveraged Salesforce, Sales Navigator and other sales tools to foster Team sales process.

Business development for mid market global companies needing working capital and cross-border banking solutions. Managed sales process for the Region. Developed initiatives to leverage internal partnerships to achieve joint growth goals.

Business development/sales management Orange County and South Bay for middle market relationship-based companies. Developed cold calling program for multiple regions.

Built a new Business Development team and program for middle market and business banking when US Bank entered the California market.

Responsible for generating new business in South Bay region for the middle market.