Rich Burchill
Founder & Director of Advanced Planning at Fortem Advisors
- Role
- Managing Principal at Richard Burchill, Cpa
- Location
- Raleigh, NC, US
- LinkedIn followers
- 500 followers
About Rich Burchill
Experienced CPA-Financial Planner helping individuals, families, and business owners plan for the future and protect what\'s most important to them. Skilled in the areas of individual, business, and special needs planning.
Experience
Managing Principal
Sep 2014 — Present · Raleigh, NC, US
Education
California Lutheran University
Master of Business Administration, Financial Planning
2006 — 2009
St. John Fisher University
Bachelor of Science, Accounting
The American College of Financial Services
Chartered Special Needs Consultant (ChSNC)
Skills
- Auditing
- Financial Planning
- Internal Controls
- Banking
- Risk Management
- Accounting
- Internal Audit
- Financial Analysis
- Account Reconciliation
- Financial Risk
- Strategic Financial Planning
- Leadership
- General Ledger
- Financial Accounting
- Process Improvement
- Credit
- Financial Modeling
- Variance Analysis
- Management
- Business Process Improvement
- Finance
- Financial Reporting
- Forecasting
- Strategic Planning
- Cash Flow
- Financial Services
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