Jesse Schroeder Cpa

Jesse Schroeder CPA, CGMA, CFP®, has a diverse work experience spanning over two decades. Starting in 1999, Jesse worked as an Audit Associate at CliftonLarsonAllen LLP, where they gained valuable experience in tax compliance, research, and planning. They later became a Tax Manager at the same company, handling various tax engagements and providing assistance with business valuation and financial planning.

In 2007, Jesse joined Zanfel Laboratories, Inc. as the Controller and Chief Financial Officer, overseeing financial operations and strategy. After eight years, they moved on to Element Building as the Chief Financial Officer, responsible for executing corporate strategy and managing financial operations.

In 2015, Jesse served as the Business Services Manager at Heinold Banwart, Ltd., specializing in tax consulting and compliance for private businesses. During this time, they also worked as the Co-Founder and CFO of LuLaRoe Jill Schroeder, an independent clothing boutique, where they handled corporate, inventory, and marketing strategies.

In 2019, Jesse became the Chief Financial Officer of Preferred Pediatric Home Health Care, where they developed corporate strategy, allocated financial resources, and led various teams. They played a key role in the sale and integration of the company into Aveanna Healthcare, LLC.

Currently, since April 2021, Jesse is serving as the Chief Financial Officer at Jtec Industries, Inc., focusing on materials movement expertise.

Throughout their career, Jesse has demonstrated their proficiency in financial management, accounting, and leadership, utilizing their CPA, CGMA, and CFP® credentials.

Jesse Schroeder CPA, CGMA, CFP® earned a Bachelor of Science (BS) degree in Accounting from the University of Illinois Urbana-Champaign in 1999. In addition, Jesse has obtained the certifications of Certified Public Accountant (CPA) in 1999, Certified Financial Planner TM in 2007, and Chartered Global Management Accountant (CGMA) from the AICPA.