Mark Flanagan Email & Phone Number

Austin, Tx, Us

North Hollywood, Ca, Us

Here, I provide high-quality professional services to clients in the areas of attest, tax, and consulting, with a focus on membership and tax-exempt organizations. I leverage my expertise in fintech and leveraged technology tools to enhance financial and accounting operations. Utilizing my prior financial background, I assist clients with improving finance department performance, supporting senior management with business strategy, and acting as a trusted business partner to the Board of Trustees and other professionals.• Successfully transitioned from private to public accounting, gaining valuable experience in audits and planning.• Implemented technology improvements to enhance document control and streamline system flow, resulting in increased efficiency and productivity.• Managed and developed staff at all levels, leading to increased levels of responsibility and professional growth.

San Ramon, Ca, Us

In my role as a partner, I have advanced from staff by demonstrating leadership, strong work ethic, and dedication to excellence. I have assumed increasing roles of responsibility, overseeing and managing complex engagements, providing strategic guidance, and nurturing client relationships. I deliver high-quality attest, tax, and consulting professional services to a diverse range of clients.• Played instrumental role in the ownership structure of the firm, serving as a valuable member with a proven track record of success.• Mentored and developed staff members, fostering a culture of learning, growth, and client-focused service delivery.• Generated new business, expanding firm's client base and revenue streams while maintaining high levels of client satisfaction.

Chicago, Il, Us

In this role, I led the IT and HR departments, streamlining operations and reorganizing to better serve the needs of the company. I proactively contributed as a member of the Senior Leadership Committee, providing strategic direction to the company. I oversaw finance, IT, HR, and administrative functions with an $80 million budget.• Cut operational costs by 50% by implementing changes to IT and HR structures.• Generated $159 million in cash dividends for parent company while maintaining strong P&L and balance sheet.• Consistently delivered free cash flows of up to 35% of firm revenue.• Overhauled IT department and created Infrastructure and Application Development groups, staffed with top leadership and talent.• Successfully executed complex office relocation and buildout within budget and on time.• Collaborated with CEO and HR to implement stable compensation platform with spreadsheets and controls.• Reduced headcount and fixed personnel costs by 20% through a highly efficient operating model.• Improved payroll processing and reconciliation controls, resulting in enhanced performance metrics and financial reporting.

Here, I managed corporate finances and oversaw real estate accounting operations for core real estate funds, including budgeting, treasury, cash management, internal controls, HR functions, and executive reporting. I analyzed market dynamics, asset performance, and strategic plans, leading staff in continuous review and improving executive-level reporting to the CEO, Board, and parent company C-level executives.• Actively contributed as a member of the Executive Committee, providing support and guidance to company leadership in achieving strategic objectives. • Oversaw and optimized portfolio operations for real estate accounting, driving increased efficiency and accuracy in investment analysis and reporting.• Streamlined portfolio operations through reorganization and improved processes, achieving 87% retention of original fixed income assets under management and reduced redemption rates. • Implemented competitive compensation structure with transparent salary ranges, performance-based bonuses aligned with individual and company goals, resulting in improved staff engagement and productivity.• Optimized back-office functions, reduced headcount, and lowered operating costs to align staffing and costs with company’s new strategic direction.

San Ramon, Ca, Us

After demonstrating years of self-motivated growth and leadership as a CPA at Lindquist, I was promoted to Partner in 1999. Responsible for all aspects of audit, attest, and consulting engagements; I expanded my entire book of business to ~$1.0M of revenue. As I continued to expand the company into new sources of revenue, I parlayed my experience into acquiring new business in the previously untapped region of the Pacific Northwest, specifically in Portland and Seattle. Further expansion into new markets ultimately led the company from a regional presence to a nationwide entity with recurring business opportunities.Lending to the operational side of business, I suggested and drove the firm to leverage technology in the audit process to increase bottom-line performance. By assisting the movement to a paperless audit approach, the company experienced significant reductions in paper and storage costs along with improvements in mobility and efficiency.Throughout my tenure, I took great pride in leading and mentoring employees to grow into greater areas of responsibility, including my successor and the next partners of the firm.

Master Of Business Administration (M.B.A.), Strategic Management

Bachelor Of Arts (B.A.), Economics