Nickolas R.

Nickolas Roberts, CPA With nearly a decade of experience in the finance and accounting sector, I bring a wealth of expertise to freelance accounting and finance projects. I hold a B.S. in Business Administration with an emphasis in Accounting from California State University, Sacramento, and am a licensed California CPA. My professional journey includes serving as the Chief Financial Officer at Justin-Siena High School, where I managed a $25 million budget, oversaw financial operations, and implemented strategic financial improvements. My role involved developing budgets, coordinating audits, and managing investments, ensuring compliance with GAAP and governmental accounting standards. Prior to this, I was an Advisory Manager at Deloitte & Touche LLP, specializing in M&A transaction services. I provided buy-side transactional advisory services for private equity funds and corporate clients, leading meetings with C-suite executives, analyzing financial trends, and communicating diligence findings. I also served as a Controller at WineShipping LLC, where I was responsible for financial results and performance for a company with over $250 million in revenue. My duties included managing cash forecasts, producing consolidated financial statements, and assisting with M&A activities. My career began at Crowe LLP, where I advanced from Audit Associate to Audit Manager. I worked directly with client management and senior partners, providing technical accounting consultations and leading risk-based financial statement audits for a diverse range of industries. I am proficient in various financial accounting systems, including Blackbaud, NetSuite, Microsoft Dynamics 365, and QuickBooks. My comprehensive background and detail-oriented approach ensure that I can deliver high-quality financial and accounting services tailored to meet your specific needs.