Zachary Roper Cpa, Mba work email
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Zachary Roper Cpa, Mba personal email
I am an independent accounting and finance professional. I have experience across the accounting and finance function, working in FP&A, technical accounting and transaction services roles. I have the knowledge and skills to help small business owners and founders with the entire suite of accounting, budgeting and planning and strategic finance initiatives. My last W2 role was at New Western as the Sr. Director of FP&A, working on building out a brand new budget and reporting package and also assisting with audit preparation and a systems conversion from Quickbooks to Net Suite. Prior to my role New Westen, I spent most of my career in transaction services at both Houlihan Lokey and KPMG. Prior to my time at Houlihan I was a senior associate working in the strategic FP&A group with CBIZ CMF. The SFP&A group at CBIZ CMF focuses finance and financial modeling expertise to help companies streamline their operations and decision making processes. Projects included a range of deliverables from fully integrated 3 statement reporting package to full budget and forecasting models.Before starting with CBIZ, I was a senior associate in the deal advisory group at KPMG. During my time with KMPG I worked in both accounting advisory services and financial due diligence. My experience includes pro-forma projections for 3 and 5 year forecasts, carve-out experience and technical support in the accounting advisory group. In my FDD experience, I completed various analyses related to net working capital pegs, new, lost and existing customer/vendor analyses, pro-forma financials, sales and expense trends, quality of earnings, net debt, etc. I have completed all of the education, examination and experience requirements set forth to become a CPA and was licensed by the State of Illinois as of September 2017. I hold an active Illinois CPA LicenseI graduated in the spring of 2016 with my MBA from Indiana University with a concentration in financial analysis.
The Roper Group Llc
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Founder And Managing DirectorThe Roper Group LlcCleveland, Oh, Us
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Founder/Managing DirectorThe Roper Group Llc Mar 2023 - PresentZachary Roper is a full suite accounting and finance professional, with experience ranging from highly technical accounting to full fledged financial planning and reporting. I am open to working with small and mid-sized businesses who need accounting and finance horsepower, but perhaps not a full time CFO. I am actively accepting new clients - please reach out to discuss ways I could help your business!
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Sr. Director Of Financial Planning And AnalysisNew Western Jun 2022 - Mar 2023Irving, Texas, Us -
AssociateHoulihan Lokey Sep 2021 - Jun 2022Los Angeles, Ca, UsI am an experienced associate in the transactions advisory group at Houlihan Lokey. Primary responsibilities include financial analysis and due diligence of potential acquisition targets or to prep companies for sale. As an associate at Houlihan Lokey my primary responsibility is managing deal delivery. From the SoW through final report delivery. -
Senior AssociateCbiz Cmf, Llc Apr 2020 - Sep 2021Cleveland, Ohio, Us -
Senior AssociateCbiz Cmf, Llc Apr 2020 - Sep 2021Cleveland, Ohio, Us -
Senior Associate, Deal AdvisoryKpmg Us Sep 2018 - Apr 2020New York, Ny, Us-Performed FP&A analysis of 3 and 5 year financial projections for statutory filing requirements. Worked extensively in developing FP&A logic and process for financial statement creation. End result was a complete set of 3 and 5 year financial statements including P&L, Balance Sheet and Cash Flows. - Completed an entire set of proforma financial statements reflecting the income statement, balance sheet and statement of cash flows for a 'post-carve' entity- Worked extensively in a technical assistance role for a client with responsibilities that included managing two direct reports, planning and executing deliverables for the auditors as well various tasks surrounding the review and implementation of new revenue recognition (ASC 606) standards -
Deal Advisory AssociateKpmg Us Aug 2016 - Sep 2018New York, Ny, Us-Performed analysis as part of financial due diligence teams which include capex analysis, cash position analysis, inventory analysis and net working capital analysis-Worked extensively in the carve-out space of the accounting advisory group at KPMG. -Procedures performed include allocation of corporate balances, carving inventory, goodwill, intangible and intercompany transactions into the appropriate SpinCos. -
Deal Advisory InternKpmg Us Jun 2015 - Aug 2015New York, Ny, Us-Performed analysis as a part of financial due diligence teams working with private equity clients-Analyzed capex projections as well as cash position of target company-Conducted accounts receivable analysis as part of due diligence for lenders team
Zachary Roper Cpa, Mba Skills
Zachary Roper Cpa, Mba Education Details
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Indiana University - Kelley School Of BusinessFinancial Analysis -
Indiana University - Kelley School Of BusinessAccounting And Finance
Frequently Asked Questions about Zachary Roper Cpa, Mba
What company does Zachary Roper Cpa, Mba work for?
Zachary Roper Cpa, Mba works for The Roper Group Llc
What is Zachary Roper Cpa, Mba's role at the current company?
Zachary Roper Cpa, Mba's current role is Founder and Managing Director.
What is Zachary Roper Cpa, Mba's email address?
Zachary Roper Cpa, Mba's email address is zroper@hl.com
What schools did Zachary Roper Cpa, Mba attend?
Zachary Roper Cpa, Mba attended Indiana University - Kelley School Of Business, Indiana University - Kelley School Of Business.
What are some of Zachary Roper Cpa, Mba's interests?
Zachary Roper Cpa, Mba has interest in Soccer, Football, Movies, Basketball.
What skills is Zachary Roper Cpa, Mba known for?
Zachary Roper Cpa, Mba has skills like Customer Service, Sales, Achieving Results, Goal Oriented, Teamwork, Academic Achievement, Direct Sales, Social Media, Data Analysis, Access, Microsoft Access, High Achiever.
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