Verified recordFinancial Services

Casey Barrus

Chief Financial Officer at Soltis Investment Advisors

Based in Salt Lake City, United States

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Seniority

C-Team

Department

Finance & Accounting

Location

Salt Lake City

Industry

Financial Services

Company size

123

Contact information

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Email

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c•••••••@soltisadvisors.com

Phone

5 credits

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Background

About Casey Barrus

With over 10 years of experience in private equity, I am passionate about helping management teams navigate the complexities and challenges of mergers, acquisitions, and transitions. As a director and outsourced CFO at CBIZ, I leverage my credentials as a certified public accountant and my expertise in financial leadership to optimize finance and create value for private equity-backed portfolio companies.In my current role, I work with portfolio companies across various industries and stages, establishing integrated business planning, prioritizing performance levers, realigning performance visibility across all departments, and preparing for an eventual exit. Some of the skills that I apply and enhance in my role are financial modeling, cash flow management, budgeting and forecasting, due diligence, and stakeholder communication.

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