Brooks Schmitt

Brooks Schmitt, CFA, has a diverse work experience spanning over several companies and roles. Brooks is currently the Director of Strategic Finance at MeridianLink since April 2023. Prior to this, they worked at Q2 for four years, serving as the Director of Financial Planning and Analysis until February 2023. Brooks also held the role of Financial Analysis Principal / Director of FP&A at PrecisionLender, which was acquired by Q2 Software in November 2019.

Before joining Q2, Brooks worked at Ecolab for eight years in various finance roles, including Finance Director (Corporate Planning and Analysis) and Finance Manager (Corporate Planning & Analysis). Brooks was responsible for designing and directing the annual plan process, collaborating with business units, and presenting materials to the C-Suite. Brooks also managed the monthly EPS forecast process and partnered with Investor Relations for quarterly earnings calls. Additionally, they served as a Finance Manager in both the Institutional Division and Corporate Development, where they provided financial performance analysis and prepared financial models for business development projects and acquisitions.

Prior to Ecolab, Brooks gained experience at Bank of America as a Vice President/Approval Officer, where they analyzed financial statements, prepared financial models, and made decisions on commercial loan requests. Brooks also worked at RSM McGladrey as an Associate, conducting external commercial bank loan reviews and assigning risk ratings. Their career began as a Credit Analyst at MidAmerica Bank.

Overall, Brooks Schmitt brings a wealth of experience in strategic finance, financial planning and analysis, and business development, with a strong emphasis on forecasting, financial modeling, and collaboration with diverse teams throughout their career.

Brooks Schmitt, CFA, holds an MBA in Accounting & Analytical Finance from the University of Chicago Booth School of Business, which they obtained from 2008 to 2011. Prior to that, they completed their Bachelor of Arts degree in Economics at Lake Forest College from 1998 to 2002. Apart from their academic qualifications, Brooks Schmitt has also earned the certification of Chartered Financial Analyst, although no specific information regarding the year or month of obtaining this certification is available.