Michael Annis
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Michael Annis Email & Phone Number

Fractional Chief Automation Officer (fCAO) | Digital Transformation Consultant | CPA |Geneva Investor Accounting SME | Private Equity/Hedge Fund Automation | at Peak Digital Transformations, LLC
Location: Colorado Springs, Colorado, United States 9 work roles 3 schools
1 work email found @advent.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 86%

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Work email m****@advent.com
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Role
Fractional Chief Automation Officer (fCAO) | Digital Transformation Consultant | CPA |Geneva Investor Accounting SME | Private Equity/Hedge Fund Automation |
Location
Colorado Springs, Colorado, United States

Who is Michael Annis? Overview

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Quick answer

Michael Annis is listed as Fractional Chief Automation Officer (fCAO) | Digital Transformation Consultant | CPA |Geneva Investor Accounting SME | Private Equity/Hedge Fund Automation | at Peak Digital Transformations, LLC, based in Colorado Springs, Colorado, United States. AeroLeads shows a work email signal at advent.com and a matched LinkedIn profile for Michael Annis.

Michael Annis previously worked as Owner at Peak Digital Transformations, Llc and Consultant at Ss&C Advent. Michael Annis holds Master'S In Accounting And Financial Management, Accounting And Finance, Graduate from Keller Graduate School Of Management.

Company email context

Email format at Peak Digital Transformations, LLC

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{first_initial}{last}@advent.com
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Profile bio

About Michael Annis

Michael strives to impact organizations by documenting, improving, and automating processes centered around accounting and finance. Since leaving the Marine Corps in 2011, Michael has received his master’s degree in Accounting and Financial Management, received his license as a CPA, established himself as an experienced Fund Controller, and has become a valued member of the RPA community focused around Microsoft Power Automate Desktop.

Current workplace

Michael Annis's current company

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Peak Digital Transformations, LLC
Peak Digital Transformations, Llc
Fractional Chief Automation Officer (fCAO) | Digital Transformation Consultant | CPA |Geneva Investor Accounting SME | Private Equity/Hedge Fund Automation |
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9 roles

Michael Annis work experience

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Owner

Current

Colorado Springs, Colorado, United States

After working in wealth management, and bringing the firm‘s 15-day month end close down to 4-hours through RPA automation, Michael set out to other departments to help do the same. He gained a passion for helping others do their jobs better and faster than before, making processes uniform and smoothly transitioning between departments. That passion led to.

Mar 2023 - Present

Consultant

Remote - Colorado

For managers of investment partnerships, it can be a challenge to accurately allocate profits, losses, expenses and tax impacts among multiple investors. Geneva World Investor provides partnership accounting and servicing for both onshore and offshore funds, with support for unlimited fund structures such as hybrid and closed-end funds, private equity and.

Mar 2022 - Mar 2023

Fund Controller

The Corundum Group

Colorado Springs, Colorado

Implement Microsoft Power Automate reducing our 15-day close of multiple private equity funds to 1-day.Operate and control all accounting functions for 20+ private equity funds; 12+ invested in Real Estate.Responsible for monthly close and determining NAVs for the managed entities.Utilize private equity module to track investor commitments and calculate.

Nov 2014 - Mar 2022

Staff Accountant

Stockman Kast Ryan + Company, Llp

Colorado Springs, Colorado Area

Process full-cycle accounting including AP, AR, bank reconciliations, and payroll for a variety of business sizes.Complete necessary state and federal tax forms in conjunction with the accounting process including sales tax, use tax, payroll taxes, quarterly payroll tax forms, and year-end 1099's, W-2's, and W-3's.Apply full accrual accounting involving.

Sep 2013 - Nov 2014

Graduate Student In Accounting & Finance

Greenwood Village, CO

Graduate student pursuing a Master's of Accounting and Financial Management (MAFM) with CPA emphasis.

Mar 2013 - Aug 2014

Full-Time Bachelor'S Student

Pomona, CA

 Team leader for Senior Project, Advanced Accounting Project, and Auditing Project. Reported on Dell’s 2012 Annual Report in an educational environment for the purpose of analyzing financial information and concluding results which would influence investors. Applied GAAS to plan, assess, and conduct an audit of a fictitious $103,000,000 consolidated.

Nov 2011 - Mar 2013

Project Coordinator

Mcagcc, Twentynine Palms, CA

 Supported training operations by purchasing and controlling over $6,000,000 in Middle Eastern role players; provisioning them to training scenarios and events. Organized team activities, establishing task priorities, scheduling and tracking work assignments, providing guidance, and ensuring the availability of resources.  Awarded a Certificate of.

Mar 2010 - Nov 2011

Military Police Officer / Patrol Supervisor

Mcagcc, Twentynine Palms, CA

 Supervised, trained, and evaluated the patrol section of Marine / Civilian Police Officers. Provided excellent customer service to the community, prepared reports, and reviewed and verified for accuracy the reports of the section. Assessed available sources of data to retrieve the most complete evidence available. Conducted interviews to gather.

Nov 2007 - Mar 2010

Maintenance Management / Data Analyst

Mcagcc, Twentynine Palms, CA

 Performed daily operations including maintenance management, supply allocation, and data entry into integrated management information systems. Authorized numerous purchase requisitions, enforcing both purchasing and receiving internal controls and conducting investigations into violations of controls. Applied analytical methods to determine logistical.

Jun 2004 - Nov 2007
3 education records

Michael Annis education

Master'S In Accounting And Financial Management, Accounting And Finance, Graduate

Keller Graduate School Of Management
FAQ

Frequently asked questions about Michael Annis

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What company does Michael Annis work for?

Michael Annis works for Peak Digital Transformations, LLC.

What is Michael Annis's role at Peak Digital Transformations, LLC?

Michael Annis is listed as Fractional Chief Automation Officer (fCAO) | Digital Transformation Consultant | CPA |Geneva Investor Accounting SME | Private Equity/Hedge Fund Automation | at Peak Digital Transformations, LLC.

What is Michael Annis's email address?

AeroLeads has found 1 work email signal at @advent.com for Michael Annis at Peak Digital Transformations, LLC.

Where is Michael Annis based?

Michael Annis is based in Colorado Springs, Colorado, United States while working with Peak Digital Transformations, LLC.

What companies has Michael Annis worked for?

Michael Annis has worked for Peak Digital Transformations, Llc, Ss&C Advent, The Corundum Group, Stockman Kast Ryan + Company, Llp, and Keller Graduate School Of Management.

How can I contact Michael Annis?

You can use AeroLeads to view verified contact signals for Michael Annis at Peak Digital Transformations, LLC, including work email, phone, and LinkedIn data when available.

What schools did Michael Annis attend?

Michael Annis holds Master'S In Accounting And Financial Management, Accounting And Finance, Graduate from Keller Graduate School Of Management.

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