Director and Outsourced CFO @ CBIZ Private Equity Advisory (January 2023 - December 2024)
Senior Principal @ CBIZ Private Equity Advisory (January 2021 - January 2023)
Principal @ CBIZ Private Equity Advisory (October 2018 - December 2020)
Senior Manager @ (December 2015 - September 2018)
Director of Accounting and Financial Reporting - PE-Backed @ (August 2013 - December 2015)
Corporate Controller @ (July 2012 - August 2013)
Senior Audit Associate @ (October 2010 - July 2012)
Audit Associate @ (January 2010 - September 2010)
Audit Intern @ (January 2008 - March 2008)
Casey Barrus Education
Utah State University - Jon M. Huntsman School of Business
Masters (Accounting)
2009-2009
Utah State University - Jon M. Huntsman School of Business
Bachelors (Accounting)
2005-2008
Casey Barrus Skills
Accounting
Accounting Software
Analytical Skills
Assurance
Auditing
Balance Sheets
Big 4
Board of Directors
Budgeting
Business Intelligence (BI)
Business Modeling
Business Process Improvement
Business Relationship Management
Business Strategy
Business-to-Business (B2B)
CFOs
CPA
Capital Budgeting
Cash Flow
Change Management
Consolidation
Construction
Contract Management
Corporate FP&A
Covenant Compliance
Distribution
ERP Implementations
Easily Adaptable
Enterprise Software
Expense Analysis
External Audit
Financial Accounting
Financial Analysis
Financial Leadership
Financial Modeling
Financial Performance
Financial Reporting
Financial Statements
Fixed Assets
Forecasting
GAAP
General Ledger
Google Sheets
Healthcare
IT Management
Internal Audit
Internal Controls
Interpersonal Skills
Investor Relations
KPI Implementation
Key Performance Indicators
Leadership
Legal Compliance
Management
Managerial Finance
Manufacturing
Mergers & Acquisitions (M&A)
PE
Presentation Skills
Private Equity
Professional Services
Project Management
Project Team Management
Relationship Building
Relationship Development
Retail
Revenue Recognition
Risk Management
SEC filings
Sarbanes-Oxley
Sarbanes-Oxley Act
Software as a Service (SaaS)
Strategic Financial Management
Strategic Initiatives
Strategic Planning
Strategic Vision
Tax
Tax Accounting
Tax Strategy
Team Leadership
Teamwork
Tech Savy
Treasury Management
US GAAP
Valuation
Working Capital Management
Year-End Close Process
Casey Barrus Summary
Casey Barrus, based in Salt Lake City, UT, US, is currently a Chief Financial Officer at Soltis Investment Advisors. Casey Barrus brings experience from previous roles at CBIZ Private Equity Advisory and Eide Bailly LLP. Casey Barrus holds a 2009 - 2009 Masters in Accounting @ Utah State University - Jon M. Huntsman School of Business. With a robust skill set that includes Accounting, Accounting Software, Analytical Skills, Assurance, Auditing and more. Casey Barrus has 3 emails and 1 mobile phone numbers on RocketReach.
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