Paul Kotz
Senior Finance Leader | Board Member | CFO Advisory | Financial Literacy Proponent | Small Business Mentor and Advocate
- Role
- Consultant, Advisory Services at Armanino
- Location
- Greensboro, NC, US
- LinkedIn followers
- 500 followers
About Paul Kotz
Over 25 years of leadership experience in finance and accounting with Fortune 500 public companies, private and family businesses, and private equity portfolio companies. I am passionate about empowering individuals and organizations to achieve their goals and potential.As a business mentor, coach, and consultant with SCORE Mentors NC Piedmont Triad, I volunteer my time and expertise to help small business owners and non-profit leaders with business planning, budgeting, financing and strategy development. I also support the delivery of financial literacy programs to youth through my involvement with Junior Achievement of the Triad, and serve on the Board of Trustees for Noble Academy, a private school for students with learning or attention differences.I am skilled at providing business consulting and CFO advisory services to private equity portfolio companies and small to middle-market companies, providing business enhancements and process and financial systems design solutions. I enjoy mentoring and leading teams, developing strategies, budgets, forecasts, and reports, and identifying and communicating business risks and opportunities.
Experience
Consultant, Advisory Services
Mar 2023 — Present
Part-time, contract consulting on select client engagements.Armanino, a top 20 award winning U.S. full service firm, provides accounting, tax, assurance and consulting services to clients nationwide and globally. Clients include large to middle market, private equity portfolio companies, and private businesses.
Education
Wake Forest University School of Business
Master of Business Administration (MBA), Finance
University of Minnesota
Bachelor of Science (BS), Chemical Engineering
Skills
- Strategic Planning
- Process Improvement
- Financial Analysis
- Sarbanes-Oxley Act
- Internal Controls
- Management
- Acquisition Integration
- Forecasting
- Managerial Finance
- Cash Flow
- Business Process Improvement
- Budgets
- Cross-Functional Team Leadership
- Cash Management
- Financial Modeling
- Cost Accounting
- Accounting
- Financial Reporting
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