Stephanie McNelis, CPA

Chief Financial Officer

Professional Overview
Stephanie McNelis is a seasoned finance and accounting executive with over 15 years of experience driving strategic financial management and operational excellence. As the Chief Financial Officer at Tax Advisors Group LLC, she oversees all aspects of the company's financial operations, including budgeting, forecasting, reporting, and risk management. Stephanie's expertise spans multiple industries, with a strong background in professional services, software, and financial services.

Experience Summary

Current Role
As the Chief Financial Officer at Tax Advisors Group LLC, Stephanie is responsible for spearheading the company's financial strategy, optimizing processes, and ensuring financial compliance. She works closely with the leadership team to identify growth opportunities, improve profitability, and drive operational efficiency. Under Stephanie's financial stewardship, Tax Advisors Group has achieved consistent year-over-year revenue growth and maintained a healthy financial position.

Career Progression
Prior to her current role, Stephanie held several senior finance and accounting positions, including Director at Bridgepoint Consulting, where she provided strategic financial advisory services to clients across various industries. She also served as the CFO Consultant and Controller Consultant at Bridgepoint, leveraging her extensive expertise to support organizations in achieving their financial objectives. Earlier in her career, Stephanie held finance leadership roles at Personify Corp and PMB Helin Donovan, where she successfully implemented financial systems, streamlined processes, and contributed to the companies' overall growth and profitability.

Academic Background
Stephanie holds a Bachelor of Business Administration in Accounting from the University of Texas at Austin and is a Certified Public Accountant (CPA). Her academic achievements include being recognized on the Dean's List and graduating with honors.

Areas of Expertise

• Financial planning and analysis

• Accounting and financial reporting

• Budgeting and forecasting

• Cash flow management

• Risk management and internal controls

• Financial process optimization

• Strategic financial advisory

• Cross-functional collaboration and team leadership

Professional Impact
Throughout her career, Stephanie has been instrumental in driving financial excellence and supporting the growth of the organizations she has served. Her contributions include implementing robust financial systems, improving cash flow management, and enhancing financial reporting to provide valuable insights to executive leadership. Stephanie's strategic financial guidance and operational expertise have enabled her to make a significant impact on the performance and profitability of her employers.

Conclusion
With her proven track record of financial leadership, Stephanie McNelis is well-positioned to continue making a meaningful impact as the Chief Financial Officer at Tax Advisors Group LLC. Her extensive experience, technical proficiency, and strong business acumen make her a valuable asset in driving the company's financial strategy and supporting its overall growth and success.