Advisory Director

Chad joined KDP in 2022 as a Senior Manager in Advisory Services and was quickly promoted to Director in 2023. Chad was born and raised in Oregon, attending Oregon State University, and graduating with a B.S. in Accounting. Following graduation in 2004, he joined Grant Thornton in Portland, Oregon, where he focused on audit and advisory services for a variety of publicly traded and privately held clients in the technology and manufacturing sectors. 

After his time at Grant Thornton, he worked in various Financial Reporting and Accounting roles, including a decade of expertise in SEC Reporting for companies of all sizes across a range of industries, such as Transportation, Power and Utilities, Consumer Goods, and Life Sciences. Throughout his SEC Reporting tenures, he has prepared SEC Forms 10-K, 10-Q, 11-K, and 8-K, consolidated financial information from various global entities, collaborated with leading external audit firms to support financial statements, notes, and MD&A while ensuring internal control compliance, consolidated financial data from multiple ERP systems to produce internal monthly management reports, led the implementation of new Accounting Standards (including ASC 606, Revenue, and ASC 842, Leases), oversaw the treasury accounting function, recorded accounting entries and drafted financial statement notes for stock-based compensation programs, and closely worked with FP&A teams to create company budgets and forecasts. 

In his Advisory Services role with KDP and previous positions, Chad has served as a Fractional CFO and successfully managed the entire accounting operations from day-to-day operations to quarterly SEC reporting. Chad’s experience working with a broad range of companies and clients has equipped him with real-world exposure to identify opportunities to streamline and standardize processes across a range of industries, which he is now able to leverage for KDP clients. Chad intimately understands and thoroughly enjoys the challenges and opportunities that come with growing companies to help them implement efficient and accurate financial processes that provide management with tools that they need to make meaningful decisions.