Casey Barrus
Chief Financial Officer @Soltis Investment Advisors
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WORK HISTORY
Chief Financial Officer @Soltis Investment Advisors
Salt Lake City, UT, US
Strategic Financial Planning: Developing and executing financial strategies aligned with the company\'s goals and the PE firm\'s investment thesis- Performance Optimization: Analyzing financial performance, identifying areas for improvement, and implementing strategies to enhance profitability and efficiency.Reporting and Transparency: Providing accurate and timely financial reporting to investors, stakeholders, and management, ensuring transparency and accountability- M&A and Growth Initiatives: Playing a key role in evaluating and executing mergers, acquisitions, and other growth opportunities- Capital Management: Optimizing the company\'s capital structure, managing debt, and ensuring sufficient cash flow to support operations and investments- Compliance and Risk Management: Implementing strong financial controls, mitigating risk, and ensuring compliance with all relevant regulations.
EDUCATION
Utah State University - Jon M. Huntsman School of Business
Bachelors, Accounting
Utah State University - Jon M. Huntsman School of Business
Masters, Accounting
SKILLS
ABOUT CASEY BARRUS
With over 10 years of experience in private equity, I am passionate about helping management teams navigate the complexities and challenges of mergers, acquisitions, and transitions. As a director and outsourced CFO at CBIZ, I leverage my credentials as a certified public accountant and my expertise in financial leadership to optimize finance and create value for private equity-backed portfolio companies.In my current role, I work with portfolio companies across various industries and stages, establishing integrated business planning, prioritizing performance levers, realigning performance visibility across all departments, and preparing for an eventual exit. Some of the skills that I apply and enhance in my role are financial modeling, cash flow management, budgeting and forecasting, due diligence, and stakeholder communication.
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