Cheri Valerio Email & Phone Number
Certified Public Accountant, Director of Tax and Technology @ Corporate Tax Advisors (CTA)
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Cheri Valerio Location
- North Port, FL, US
Cheri Valerio Work
- Certified Public Accountant, Director of Tax and Technology @ (March 2023 - Present)
- CPA and Administrative Manager for Lakewood Ranch Pool and Paver LLC @ Self-employed (October 2013 - July 2026)
- Financial Operations Associate @ (February 2022 - March 2023)
- Certified Public Accountant @ Purvis, Gray & Company, LLP ~ Certified Public Accountants (August 2021 - January 2022)
- Owner and Administrator @ Four Pillars (October 2013 - May 2021)
- Financial Accountant @ Matthew P. Thomas, MDPA (October 2008 - December 2011)
- Senior Financial Analyst @ (May 1997 - August 2001)
- Accounting Supervisor @ (August 1995 - April 1997)
- Supervising Senior Auditor @ (June 1992 - August 1995)
Cheri Valerio Education
- Boston University
Certified Financial Planning
2010-2012 - Texas Woman's University
Master's degree (Hospital and Health Care Facilities Administration/Management)
1995-1998 - The University of Kansas
Bachelor of Science (B.S.) (Accounting and Business/Management)
1988-1992 - Shawnee Mission West High School
General Studies
1985-1988
Cheri Valerio Skills
- Certified Public Accountant
- Business Administration
- Entrepreneurship
- New Business Development
- Financial Planning
- Financial Reporting
- Financial Modeling
- Financial Analysis
- Budgeting
- Accounting
- Tax Reporting
- Certified Professional Life Coach
- Coaching
- Finance
- Customer Service
- Strategic Planning
- Team Building
- Business Development
- Marketing
- Leadership
- Marketing Strategy
- 179D Deduction
- Corporate Accounting
- Corporate Sales Management
- Cost Segregation
- Employee Retention Credits
- IRS Correspondence
- R&D Tax Credits
- Tax Credits
Cheri Valerio Summary
- Cheri Valerio, based in North Port, FL, US, is currently a Certified Public Accountant, Director of Tax and Technology at Corporate Tax Advisors (CTA). Cheri Valerio brings experience from previous roles at Self-employed, Supporting Strategies, Purvis, Gray & Company, LLP ~ Certified Public Accountants and Four Pillars. Cheri Valerio holds a 2010 - 2012 Certified Financial Planning @ Boston University. With a robust skill set that includes Certified Public Accountant, Business Administration, Entrepreneurship, New Business Development, Financial Planning and more. Cheri Valerio has 2 emails and 1 mobile phone numbers on RocketReach.
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