Stephanie McNelis, CPA, CGMA

Stephanie McNelis, CPA, CGMA has a diverse work experience spanning over 17 years. Their most recent position was as the Chief Financial Officer at Tax Advisors Group LLC, starting in April 2023. Prior to that, they worked at Bridgepoint Consulting from 2018 until 2023, serving as a Director and CFO/Controller Consultant. At Bridgepoint Consulting, they managed a team of consultants and was responsible for business development, client engagement, and M&A readiness and financial statement audit preparation for various companies in the LED light cultivator, cannabis, and public relations SaaS industries.

Before joining Bridgepoint Consulting, Stephanie held positions at Personify Corp, where they served as the VP of Finance and Administration from 2016 to 2017, and as the Finance Director/Corporate Controller from 2014 to 2016. Prior to that, they worked at PMB Helin Donovan as the Director of Finance & HR and as a Controller from 2012 to 2014.

Stephanie's earlier experience includes a role as a Controller at Neopost Software & Integrated Solutions from 2009 to 2012, where they managed day-to-day financial operations, prepared financial statements and reports for the parent company, and provided financial information for budgeting and R&D capitalization. Stephanie also worked as an Accounting Manager at Troux Technologies from 2008 to 2009, performing month-end close processes, account reconciliations, and revenue recognition activities. Stephanie began their career as a Senior Staff Accountant at The 401(k) Company from 2006 to 2007, specializing in monthly financial statements, journal entries, and budget variance analysis.

Throughout their career, Stephanie has demonstrated strong financial and accounting expertise across multiple industries, including cannabis, software, agriculture, and financial services. Stephanie has a proven track record of successfully leading teams, managing crucial financial processes, and conducting comprehensive audits and M&A readiness assessments. Stephanie McNelis brings a wealth of knowledge and experience as a certified public accountant and chartered global management accountant.

Stephanie McNelis, CPA, CGMA, completed their Bachelor of Arts degree at The University of Texas at Austin from 1994 to 1997. Prior to attending UT Austin, they also attended Southern Methodist University in 1993. Stephanie has obtained additional certifications as a Certified Public Accountant from the Texas State Board of Public Accountancy, and as a Chartered Global Management Accountant from the AICPA. The specific years of when they obtained these certifications are not provided.