About Us

Leadership

Kevin is a strategic financial leader with over 17 years of progressive financial experience in the areas of Corporate Finance, Treasury Management, and Accounting. Kevin graduated Cum Laude from Loyola University Chicago in 2005 with a B.B.A. in Accounting & Finance and earned his CPA license while working as an auditor at Perry-Smith, LLP (n/k/a Crowe Horwath).

 

Over the following 10 years, Kevin worked in various Corporate Accounting & Finance roles where he achieved acclaim for his efficiency, his ability to focus on the bigger picture, and his process improvement abilities. Examples of his process improvement achievements include:

• Reduced payment processing time from 10.2 days to 2.1 days while working cross-functionally at Tallgrass Energy.
• Tightened the month end close process from 5.0 days to 0.5 days at George T. Sanders Company.

​Kevin was promoted to Chief Financial Officer at George T. Sanders Company in 2019 and led various initiatives to improve the company, including regular presentations at Board Meetings, oversight of an ERP migration, and the construction of sophisticated KPI dashboards. Kevin represented the Company on various large transactions, including negotiation and contract review on several commercial real estate transactions.

Expertise

Over the past 10 years, Jonathan has developed cutting-edge financial modeling expertise across a broad range of analytical and planning software and implemented those insights across key executive functions, emphasizing Financial Planning & Analysis and Treasury.

 

Jonathan’s financial leadership experience revolves around financial forecasting, cash flow management, budget planning, financial reporting, and mastery of Excel, gained through industry-leading methodologies from the Energy and Aviation sectors. His Fractional CFO experience includes partnering and bringing those best practices to industries spanning retail, catering, financial services, construction, and more.

 

Despite his extensive experience at large public companies, Jonathan possesses a unique passion for private businesses. He believes in bringing scalable efficiencies, automation, and the latest innovations to provide an outsized value for our clients, all of which are supported by his firm commitment to fiduciary responsibility as a Colorado licensed CPA and enthusiasm for local Denver businesses as a true native.

Problem Solving

Charles is a seasoned freelancer with over 10 years of diverse professional experience, particularly in QuickBooks and managing Chart of Accounts. Since joining Upwork in 2016, he has navigated various industries and roles, showcasing his adaptability to client needs. His extensive experience includes several years as a virtual executive/administrative assistant, mastering tasks from simple to complex, with a strong focus on accuracy and efficiency.

 

Known for his reliability and proactive approach, Charles excels in independently managing tasks and executing projects precisely while finding solutions that enhance productivity and streamline processes. He thrives in autonomous environments, demonstrating an ability to perform with minimal supervision while maintaining a sharp focus on detail. His problem-solving skills and expertise make him a valuable asset to any team or project.

 

In addition to his freelance work, Charles honed his skills in accounting and bookkeeping during his tenure at Accenture, where he swiftly advanced to a leadership role, managing teams and overseeing complex processes. His commitment to delivering exceptional results is reflected in his flawless ‘100% Job Success’ score and ‘Top Rated Plus’ status on Upwork, placing him among the top 3% of performers on the platform.