As Vice President, Finance, Julie works directly with the Company’s Chief Financial Officer to track current as well as expected cash flow, analyze key performance indicators regarding the Company’s finances, direct the preparation of its financial statements, and manage staff in day-to-day accounting operations, including taxes, accounts receivables, accounts payable and payroll. Julie joined the Company in 2022.
A CPA and CFE, from 2021 to 2022, Julie was a Senior Associate with CohnReznick’s Transactional Advisory Services Practice. She specialized in providing buy-side and sell-side financial due diligence services to private firms and other strategic corporate buyers and sellers. She has worked on transactions in a variety of industries, including manufacturing, construction, hospitality, information technology and various business services, providing quality of earning, working capital analysis, pro-forma financial statement preparation, profitability analysis, and other specific procedure.
Prior to joining CohnReznick, from 2019 to 2021, Julie was a senior associate at Whitney Penn, where she worked in the Transaction Advisory Practice. Previously, at The Vant Group, Julie was Managing Director, sourcing businesses to sell on the open market and leading all aspects of the sale process, from developing enterprise value to negotiating terms, operational and financial due diligence, and close.
Prior to The Vant Group, Julie was Director of Operations at Williams & Co. CPAs, a bookkeeping and accounting firm, where she co-managed that company with P&L responsibility. She also spent 12 years as Managing Partner/Operations Manager at Silvermoon Lighting, an outdoor lighting business she co-founded and ran, including all aspects of operations, finance, and marketing.
Julie attended the University of Texas at Dallas where she received a Bachelor of Science in 1994.