PRINCIPALS

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Cody Kirk

Director Financial Planning & Analysis & Assistant Controller

My educational background consists of obtaining a Bachelor’s Degree and Master’s Degree from the Fisher School of Accounting at the University of Florida. Additionally, I obtained my Certified Public Accountant designation through the State of Florida. After my educational endeavors, I spent the next 8 years at PricewaterhouseCoopers in public accounting where I became an Assurance Manager.

During my time at PwC, I helped manage the PwC Private practice for the Southeast Market. Further, I assisted my portfolio of clients with various technical accounting matters as well as analyzing financial data including projections and forecasts to identify key trends and business seasonality. I also assessed and evaluated the reasonableness of prospective cash flows while understanding the profitability levers between financial data and economic trends. My client portfolio included industries such as Biotech, Healthcare, Manufacturing and Retail and Consumer, which ranged from $100M to $1B+ in revenues.