Travis Miskowitz

Consulting CFO and NY CAAS Office Leader

Professional Overview

Travis Miskowitz is a seasoned finance and accounting professional with extensive experience in the financial services industry. As the Consulting CFO and NY CAAS Office Leader at CLA (CliftonLarsonAllen), he leverages his expertise to provide strategic financial guidance and leadership to clients across diverse sectors.

Experience Summary

Current Role

In his current role, Travis oversees the operations of CLA's New York CAAS (Consulting, Accounting, and Advisory Services) office, ensuring the delivery of exceptional services to clients. As a Consulting CFO, he partners with organizations to optimize their financial strategies, improve operational efficiency, and drive sustainable growth. Travis' deep understanding of the financial landscape and his ability to translate complex financial data into actionable insights make him a valuable asset to his clients.

Career Progression

Prior to joining CLA, Travis held various leadership positions at Wiss, where he served as a Partner, Director, and Manager in the CFO Advisory practice. He played a crucial role in expanding the firm's reach and delivering innovative solutions to clients. Additionally, Travis has held the positions of Interim Controller at Wells Group of New York, Chief Financial Officer at CONSUMERS FEDERAL CREDIT UNION, and Vice President at Bethpage Federal Credit Union, further strengthening his expertise in the financial services industry.

Academic Background

Travis holds a Bachelor's degree in Accounting from the State University of New York at Binghamton, where he graduated with honors. His academic background and continuous professional development have equipped him with a robust understanding of financial management, accounting principles, and strategic decision-making.

Areas of Expertise

• Financial planning and analysis

• Cash flow management

• Financial reporting and compliance

• Cost optimization and operational efficiency

• Mergers, acquisitions, and integration

• Financial technology (FinTech) advisory

• Leadership and team development

Professional Impact

Throughout his career, Travis has played a pivotal role in driving positive change for his clients. He has helped organizations streamline their financial operations, identify cost-saving opportunities, and implement technology-enabled solutions to enhance their competitiveness. Travis' dedication to excellence and his ability to navigate complex financial challenges have earned him a reputation as a trusted advisor in the industry.

Conclusion

With over a decade of experience in the financial services sector, Travis Miskowitz is a highly skilled Consulting CFO and respected leader in the industry. His commitment to delivering innovative solutions and his deep understanding of the evolving financial landscape position him as a valuable asset to his clients and colleagues at CLA.