Overview
Keith is the Managing Principal of the Dallas office. Previously, he led CLA’s outsourced CFO and accounting practice for technology and venture startup companies. From startup to exit, he uses experience from a variety of industries and company types to support his clients.
Before joining CLA, Keith was the CFO at ICS, a $6B division of Fortune 12 company AmerisourceBergen, where he led strategic business planning, forecasting, financial analysis, global M&A and accounting. Previously, he was the corporate finance leader for EndoChoice, a small-cap medical device company, where he built the corporate FP&A and investor relations teams, as well as the IPO financial model, ahead of their successful IPO.
Prior to EndoChoice, Keith spent most of his career at Kimberly-Clark Corporation, where he held a series of progressive, global positions in finance and strategy, along with experiences in restructuring, M&A and corporate development, and strategic marketing. Keith began his career at PricewaterhouseCoopers (PwC).
Keith is a frequent speaker and guest lecturer on startup and small-cap strategic planning, international mergers, acquisitions and business unit integration, and corporate finance organizational design.
Education
Texas A&M University-Commerce, MBA (2010)
University of South Alabama, B.S.B.A. Accounting (2004)
In the community
- Certified Public Accountant in the states of Texas and Alabama
- University of South Alabama Mitchell College of Business – Executive Advisory Council
- Steering Committee Member - CFO Leadership Summit
- American Institute of Certified Public Accountants
- Texas Society of Certified Public Accountants