Heidi Baumgartner

Senior Director

Summary

Heidi has over 25 years of finance and accounting experience in a variety of industries including CPG, manufacturing, medical device, health care, financial services, and audit. She’s spent the past five years in controllership roles for companies ranging from small family-owned businesses to complex billion-dollar entities, helping them during transitional periods and private equity acquisitions. She’s become an expert at driving results by quickly learning new skills and procedures while developing relationships at all levels within an organization. Her background is cross-functional in financial reporting and analysis, process improvement, integrations, and project management. Heidi embraces challenges and is a strategic problem solver which helps take her clients to the next level.

Areas of Expertise

Accounting & Finance

I spent the beginning of my career in public accounting in the auditing department. After 6 years I moved to the contract space and have been there ever since. Contracting for the last 20 years has allowed me to continue to have the variety of work I had in audit. I have spent time in finance and accounting roles, project management and have been in several complex controller roles post private equity acquisition. It was here that I was able to use my background in all aspects of accounting to navigate through dicult transactions. The variety of work I have done has resulted in the ability to walk into almost any situation and get the job done.

Strategic Operations

In addition to work in the finance space, I enjoy working with other departments to form strategic alliances and find ways to improve the company outside of the accounting department. I think strategically and am always looking for opportunities to improve the company as whole and take advantage of opportunities for synergies within the company. Accounting is not just about the numbers; it’s about using that information to help drive growth in other areas of the company.

Employee Relations

I have had the opportunity to work in both large and small companies throughout the Minneapolis/St. Paul area. One thing that never changes is the need to recognize internal employees and their role in the success of the company and my project. Contractors are brought in for a variety of reasons, but often times it is in a time of change and transition. Taking the time to understand their perspectives and be an advocate and liaison between the employees and the company is critical to getting the job done.


Industry Experience

  • Manufacturing
  • Healthcare
  • Consumer Packaged Goods
  • Financial Services
  • Medical Device

Strengths

  • Collaborative
  • Problem Solver
  • Strategic
  • Analytical
  • Organized
  • Client Service

Experience

Senior Consultant

Veritae Group

Senior Consultant

Salo LLC

Senior Consultant

Clifton Larson Allen

Senior Consultant

Certes Financial Pros

Education

BA, Business- Accounting

University of St. Thomas

Certification

CPA

Contact

Phone

Email

LinkedIn

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Favorite Success Stories

Cobblestone

Revving up an automotive service business for future acquisitive growth during a pandemic

Consumer & Retail

View Entry
Shutterstock USA Millwork

Integrating the finance function of multiple acquisitions in a condensed timeline

Industrials

View Entry

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