Jean Zick

CGMA, CPA | Co-Founder & Partner

About Jean

Jean leverages her CFO experience, technology and analytical skills to ensure that her client’s financial strategies fully support their business goals. She combines technical knowledge and business acumen to develop innovative solutions that meet her clients’ accounting and finance needs.

Jean’s diverse skill set includes: implementing systems, evaluating work flow and improving processes, performing financial reporting and analysis, budgeting, managing cash flows, forecasting, and creating and evaluating internal controls.

Jean served as the chief financial officer at Michel Associates, Ltd., a tax credit syndicator. Her experience also includes a variety of treasury, financial analyst, and audit roles at Putnam Investments, BankBoston, Lechmere, and KPMG. As a Steering Committee member of the CFO Leadership Council, she develops educational programming for finance professionals.

Jean holds a Bachelor of Business Administration degree from the University of Michigan Ross School of Business. She is a licensed CPA, Certified Global Management Accountant, and a QuickBooks ProAdvisor.

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