John Heldman

John Heldman, CPA, currently serves as the FP&A and Accounting Lead at Bennett Day School, a position held since October 2024, focusing on financial planning, accounting, and growth initiatives. Prior experience includes roles as a Senior Associate and Associate in the Office of the CFO at Ankura from February 2021 to October 2024, and as an M&A Advisory Associate at RSM US LLP from July 2019 to February 2021. Earlier experiences include M&A Intern at BKD CPAs & Advisors, participation in finance seminars at Stout and Stifel Financial Corp., a Fund Accounting Intern at Ultimus Fund Solutions, and a Data Analyst Intern at Hobsons. John Heldman holds a Bachelor of Science in Finance and Accounting from Indiana University - Kelley School of Business and has furthered education with experiences at Corvinus University of Budapest and The London School of Economics and Political Science.