Elizabeth Dean, CPA, MAcc
Senior Associate Specializing in M&A Advisory
6 yrs experience · <10 hrs/week
About
With a robust educational foundation in accounting from Southern Illinois University, Carbondale, including a Master's in Accountancy, I have cultivated a career marked by expertise in financial analysis and auditing. Currently, I serve as a Senior Associate in Transaction Advisory Services at Mowery & Schoenfeld, where I lead financial due diligence for mergers and acquisitions, ensuring alignment with GAAP standards. My role involves analyzing financial statements to uncover trends and risks, while managing client relationships across diverse industries like software and healthcare. Previously, I honed my auditing skills at Sikich, conducting comprehensive audits and managing client engagements. My experience also includes roles as a Graduate Teaching Assistant and Tax Intern, where I developed strong communication and mentorship skills. My career trajectory reflects a commitment to financial integrity and client service excellence.
Experience
- Senior Associate, Transaction Advisory Services · Mowery & Schoenfeld06-01-2021
Lead financial due diligence efforts for mergers and acquisitions, focusing on aligning target companies' financial records with GAAP standards. Analyze financial statements to identify key financial trends, risks, and opportunities. Serve as the primary point of contact for clients, maintaining clear and consistent communication throughout transactions. Work closely with internal teams to provide comprehensive financial insights and due diligence reports. Manage multiple projects simultaneously, balancing competing priorities, and ensuring timely completion of all phases. Gain exposure to a variety of industries, including software, healthcare, and manufacturing.
- Staff Auditor · Sikich07-01-2019 – 05-01-2021
Conducted comprehensive audits of financial statements for a diverse range of industries, ensuring compliance with GAAP and internal controls. Successfully managed multiple client engagements simultaneously, leading complete audit processes from planning through to final reporting. Established and maintained strong client relationships by effectively communicating audit findings. Trained, mentored, and delegated work to new hires. Prepared detailed financial statements, notes, and audit reports.
- Graduate Teaching Assistant · Southern Illinois University, Carbondale05-01-2018 – 05-01-2019
Facilitated coursework for two 8-week courses at a time, consisting of 30-50 students per class. Provided academic support, acting as a tutor for students struggling with the material. Acted as main point of contact with students, communicating deadlines, assignments and reaching out to students struggling with grades.
- Tax Intern · Sikich01-01-2018 – 04-01-2018
Prepared individual returns, trust returns, and business returns. Made necessary changes to a return after reviewed by a supervisor. Worked closely with coworkers in my home office and from offices in multiple other states.
- Audit Intern · Sikich01-01-2017 – 08-01-2017
Worked on government audits, for-profit audits, single audits, and pension plan audits. Applied various audit procedures such as substantive tests, test of controls, and analytical procedures. Performed fraud investigation and risk assessment procedures. Assisted in audit planning and execution through preliminary fieldwork and final fieldwork.
Education
- Southern Illinois University, CarbondaleMaster of Accountancy, Auditing and Accounting Information Systems
- Southern Illinois University, CarbondaleBachelor's degree, Accounting
- Wheaton North High School
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