Keri Anderson

Director

Summary

Keri brings over 20 years of accounting, operational, and technical experience built on a solid foundation of trust, reliability, and mutual respect. She enjoys creating efficiencies and is not afraid to dig into the details across all operational segments.

Growth and change are perceived differently by everyone in an organization and often times people want to be heard and seen in order to become vested in the growth and required changes happening around them. Keri prides herself on her ability to listen to clients, positively pivoting as needed, and being empathetic to those around her.

Areas of Expertise

Financial Audit Preparation and Readiness

With growth comes the possibility of required financial statement audits. Having started my career in public accounting, I have the unique perspective of being the auditor, being audited when I moved to Corporate, and now being instrumental in helping clients efficiently complete their initial or annual financial audit and/or due diligence when the time comes.

Finance & Accounting Operations

In my career, I've been responsible to most accounting functions. Working in startup companies has provided the ability to establish critical practices and procedures always considering costs and benefits. I leverage my accounting expertise and ability to connect to gain required information from other departments throughout the organization.

Mergers & Acquisitions

I am fortunate to have experience on both the buying and selling side of acquisitions, mainly with private equity-owned companies. On the selling side, I’ve been instrumental in coordinating and completing stub period audits and other diligence work. On the buy-side, I’ve been instrumental in creating a welcoming environment for new team members and integrated the accounting processes, procedures and financials.

Systems Implementation

At the start of a system implementation I like to understand the what, how and why certain things are being done. And understanding the answer to the question, "how do we expect to improve the process by adding in a new system?" This pause and reflect saves valuable time and money for the company by avoiding putting broken processes into a new system. I have had the opportunity to be a key player in system implementations from due diligence, to system design, project rollout, testing and training.


Industry Experience

  • Retail
  • Consumer Packaged Goods
  • Professional Services
  • Contract manufacturing

Strengths

  • Communication
  • System conversion
  • Problem Solver
  • Collaborative
  • Relational

Experience

Controller

ThreeBridge Solutions

Controller

Ten K Solar

Controller

Meritas Law Firms Worldwide

Sr. Technical Accountant

Airborne

Sr. Technical Accountant

Travel Leaders

Education

BBA of Accountancy

University of Wisconsin- Eau Claire

Certification

CPA

Contact

Phone

Email

LinkedIn

Download PDF

Favorite Success Stories

Food shelf nonprofit

Finance transformation helps a Midwestern not-for-profit expand its mission to fight hunger.

Nonprofit

View Entry
Shutterstock USA Millwork

Integrating the finance function of multiple acquisitions in a condensed timeline

Industrials

View Entry

Meet More of Our People

Results speak louder than promises.

Take us for a test-drive with a complimentary live session

Let's Talk