Scott Krueger

About Scott Krueger

As a strategic operations executive, performance-focused specialist, and transformational business leader, I have a consistent record of success in building best-in-class capabilities and driving operational results for professional services firms at the highest levels of global business.I bring a unique perspective shaped by leading organizations at every phase of the firm lifecycle, from growing and selling a $32M CPA firm, to driving acquisitions at a Top 20 firm, and navigating PE-backed transformation at a national leader. Coupled with Fortune 100 experience at Disney, Coca-Cola, and Ingram Micro, and playing an instrumental role at a venture-backed professional services startup, I offer a rare blend of operational, financial, and cultural insight to help C-level teams and Boards achieve aggressive objectives in short timeframes.Merging a collaborative leadership style, diverse experience, and the philosophy that great people are the cornerstone of every successful organization, I work effectively across distinct firms, functional areas and cultures, coordinating stakeholders around a shared vision, creating robust operations, and elevating performance to new levels. SKILLS, COMPETENCIES & EXPERTISEExecutive Leadership, Vision, Strategy & Execution, Transformation & Restructuring, Key Partnership Development, Cross-Functional Initiatives, Performance Cultures, Financial Planning & Analysis P&L, Budget Responsibility, Reporting & Forecasting, Business Analysis, Mergers & Acquisitions, Operational Due Diligence, Post-Acquisition Integration, Data Driven Insights, Efficiency & Optimization, Cost Control, Technology Deployments, Vendor Partner Management, Mentoring & Team Building, Human Capital Management, Compensation Planning, Policy Development, Communications & Messaging, Speaking & Presentations

Experience

1. Director, Operations and Special Projects

   Wipfli

   Jan 2022 — Present · Irvine, CA, US

   A top 20 advisory firm focused on business consulting, digital services, audit, and accounting, Wipfli employs over 3,200 associates and serves clients across today’s most complex industries. • Lead all aspects of financial performance, negotiations, project management, and relationship development related to the integration of new firms into Wipfli, driving $50M in annual acquisition-related revenue. Successfully completed five acquisitions, with $50M in combined revenue and 250 staff, as well as a divestiture with $5M in revenue and approximately 20 staff. • Report directly to the firm’s executive leadership team and Board of Directors, leading through a matrixed structure with five indirect reports located across the United States. • Worked in close collaboration with the CFO to manage complex real estate projects and negotiate renewals. Successfully re-negotiated 12 leases and executed strategic downsizings, which delivered $3M in annual recurring savings for Wipfli.• Supported and provided oversight for the FY26 budgeting process for all Wipfli internal functions, encompassing $40M in projected expenditures, and ensured alignment with firmwide objectives. • Lead performance measurement and contractual compensation analysis for acquired firms, including management of $4M in potential additional payouts linked to financial results. • Co-created an end-to-end playbook that documented all acquisition-related processes, from prospecting to integration and closing. Built a proactive prospecting process based on the IPA 500 to source potential acquisition targets and supplement personal and existing firm connections. • Served on the team responsible for responding to due diligence requests from Deloitte related to a minority sale to private equity. Created a cross-functional Steering Committee to serve as direct beneficiaries of the acquiree, personally held partners accountable for goals set by the Board and collaborated with incoming leadership.

Education

• University of Southern California

  Bachelor of Science, Business Administration (BSBA)

• Pepperdine Graziadio Business School

  Master of Business Administration - MBA, Business Administration, Management and Operations

Skills

• Operational Turnaround
• Financial Modeling
• Strategic Planning
• Financial Planning
• Trusted Advisor
• Executive Management
• Operations Management
• Mergers
• Financial Services
• Compliance
• Investment Banking
• Financial Analysis
• Corporate Finance
• Analysis
• Compensation Structures
• Presenting to Senior Management
• Restructuring
• Valuation
• Strategy
• Due Diligence
• Strategic Financial Planning
• Board of Directors Presentations
• Cash Management
• Operational Risk Management
• Management
• Finance
• Mergers & Acquisitions
• Financial Reporting