Casey Wagenaar, CPA

Experience

• 

  PricewaterhouseCoopers

  Jan 2017 - Aug 2018

  Transfer Pricing Experienced Associate

  Transfer Pricing Associate• Performed analyses on market, industry and comparable company data to assist companies in setting, modifying and documenting their transfer pricing for tangible products, services and intangible property (IP)• Worked on multinational restructuring projects to provide Financial Transaction Solutions through the use of financial statement analysis and development of forecasting models to develop Interest Rate, Serviceability, and Debt Capacity analyses• Experienced in developing loan pricing models and working on credit rating analyses using Moody’s Credit Rating Methodology• Contributed to IP Valuation Projects through financial modeling development using various IP valuation techniques• Developed an Alteryx model to provide allocation of expenditures based on time spent analyses provided by clients• Presented on a national Data and Analytics conference call regarding the use of Alteryx and Excel to drive efficiencies• Organized and led monthly data and analytic sessions to teach and enhance the use of data tools across all lines of serviceSpecialized Tax Services Associate• Participated and led fact finding interviews to develop narratives surrounding the client’s work related to tax credits• Utilized technology for large data set projects relating to R&D Tax Credit, Section 199 Deductions, and Cost Segregations• Managed engagements as an acting senior through coordinating with the client and member firms; as well as delegating work to staffmembers and reviewing work for accuracy and completeness• Named a PwC Alteryx Superuser and was selected to provide quality assurance through pressure testing workflows prior to national releaseCore Tax Associate• Prepared federal and state consolidated returns for C-Corporations, S-Corporations, and Partnerships• Completed tax research projects for the International Tax Services, Industry Tax Practice, and State and Local Tax Show less

• 

  Plante Moran

  Aug 2018 - Sept 2019

  • Performed valuations of closely held entities for financial reporting, transaction support, corporate finance, and estate tax planning• Worked on financial reporting projects related to goodwill and intangible asset impairment testing• Completed ad hoc modeling to assist corporate business decisions• Utilized Bloomberg Terminal Stations, S&P Capital IQ, Business Valuation Resources, and Economic Research Institute data to assistassurance teams in audit and review procedures EKS&H LLLP was acquired by Plante Moran, PLLC in 2018.

  • Forensic & Valuation Services Senior Consultant

    Jul 2019 - Sept 2019

  • Forensic & Valuation Services Consultant

    Aug 2018 - Jul 2019
• 

  Summit Utilities, Inc.

  Sept 2019 - Oct 2020

  Financial Analyst

  Revenue and Shared Services Analyst• Developed unique revenue planning models for the four operating companies and enhanced the forecasting system and processes• Provided balance sheet budget and quarterly forecasting model utilized in the Net Asset Value model• Supported share services business leaders through operating expense and capital expenditure management• Utilized PBCS, Microsoft Access, and Microsoft Excel to develop tools and processes for enhanced data and analytics practices Show less

• 

  GCI Communication Corp.

  Oct 2020 - Mar 2022

  Senior Financial Analyst

  GCI Business, Healthcare and Education AnalystFormer Commercial Analyst• Transitioned into the lead analyst for the Company’s largest business revenue generating unit of about $300 million annually• Served as the lead analyst for the Commercial business unit including forecasting, budgeting, and reporting • Built processes to streamline monthly reporting of financial and subscriber metric results using Alteryx, PowerBI, and Tableau• Developed financial models with key stakeholders to create business cases to provide enhanced connectivity to rural Alaska• Worked with product development and marketing team to develop new product business cases and create new business• Consolidated budget and five-year plan while creating presentation slide decks and visualizations for stakeholder approval Show less

• 

  Embark

  Mar 2022 - now

  Embark’s Outsourced Finance team enables clients to focus on operating and growing their businesses with the peace-of-mind that the financial information and reporting is high-quality and decision-useful at a fraction of the cost of a full-time resource. We solve problems for CFOs and their teams.Embark is a new kind of financial advisory consulting firm. Embark is here to make life easier for Finance and Accounting leaders. To solve their most complex problems with forward-thinking solutions. And Embark does that so CFOs, CAOs, and their teams can actually enjoy their lives.

  • Senior Manager of Finance, Fractional CFO Practice

    Oct 2024 - now

  • Finance Manager, Fractional CFO Practice

    Jul 2023 - Oct 2024

  • Manager, Business Transformation

    Nov 2022 - Jul 2023

  • Senior Associate, Business Transformation

    Mar 2022 - Nov 2022