Luke Jones
Solutions Driven | Principal at RSM | CFO Experience & Advisory Expertise | Private Equity | M&A | Growth Strategy
- Role
- Principal at Rsm
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Luke Jones
Luke is an experienced and dynamic strategic financial leader, helping businesses navigate complex challenges and achieve strategic growth. With deep experience as both a CFO and advisor, Luke brings a unique perspective to value creation through M&A transactions, enterprise transformations, and other key projects. Let’s connect if you’re looking for insights on these or other business opportunities.Qualified as a UK Chartered Accountant and Member of the Association of Accounting Technicians in the UK, and an International Associate Member of the American Institute of Certified Public Accountants in the US. Luke\'s broad industry and accounting experience as a CFO and an M&A leader includes corporate accounting, audit, project finance, financial modelling, ERP conversions and M&A Global Leadership. Luke\'s leadership and international roles have provided multi-faceted background from which to approach financial, business, strategic and cultural opportunities in business. Views are my own.
Experience
Principal
Nov 2025 — Present · Charlotte, NC, US
Principal at RSM driving growth and delivery for key client accounts. I leverage extensive cross-border and U.S. experience in buy- and sell-side M&A, ERP transformations, strategic alignment, and financial/tax management. Drawing on my background as both a consultant and CFO, I bring unique perspectives and practical solutions that foster client success and long-term value creation.
Education
Filton College
Association of Accounting Technicians professional qualification, Accounting and business
2000 — 2002
ICAEW
Chartered Accountancy qualification, Accounting and business
2002 — 2004
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