Jean Zick, CPA, CGMA
Leveraging her CFO experience and analytical skills, Jean helps her clients ensure that their financial strategy supports their business goals. She combines her technical knowledge and business acumen to develop innovative solutions that solve her clients’ accounting and finance needs.
Jean’s diverse skill set includes: implementing systems, evaluating work flow and improving processes, performing financial reporting and analysis, budgeting, managing cash flows, forecasting, and creating and evaluating internal controls.
Jean served as the chief financial officer at Michel Associates, Ltd., a tax credit syndicator. Her experience also includes a variety of treasury, financial analyst, and audit roles at Putnam Investments, BankBoston, Lechmere, and KPMG. As a Steering Committee member of the CFO Leadership Council, she develops educational programming for finance professionals.
Jean holds a Bachelor of Business Administration degree from the University of Michigan–Ross School of Business. She is a licensed CPA, Certified Global Management Accountant, and a QuickBooks ProAdvisor.
Ready to work with Jean?