Haleigh Finney, CPA, PMP
Fort Lewis College
Tell me more about Haleigh Finney, CPA, PMP?
Haleigh Finney, CPA, PMP is a driven professional with 13.5 years of experience in software implementation and tax product management. She is passionate about leveraging technology to deliver value to clients and drive growth. Previously, she played a key role in the company's success, helping triple the client base in three years and growing 17x ARR with a 99% client retention rate. Haleigh has transitioned into state and local tax consulting, bringing her expertise in technology and client management to help businesses navigate the complex world of tax compliance. Outside of work, she enjoys outdoor activities and enjoys spending time with family and friends.
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About
Hello, and welcome to my profile! I'm a driven professional with a background in software implementation and tax product management. I'm passionate about leveraging technology to deliver value to clients and drive growth.In my previous role at a rapidly growing start-up, I played a key role in the company's success when starting as the company's third employee. Through my work in onboarding, product development, client management, and prospect engagement, I helped triple the client base in three years and grow 17x ARR with a 99% client retention rate. I'm proud of the processes I developed during this time and the impact they had on the company's growth.Recently, I've transitioned into state and local tax consulting. In this role, I bring my experience in technology and client management to help businesses navigate the complex world of tax compliance. I'm excited to be part of a team that is making a real difference in the lives of our clients.When I'm not solving tech or tax problems, you can find me exploring the mountains of Southwest Colorado or concocting culinary excellence in the kitchen. I love biking, skiing, golfing and spending time outdoors. And, there's nothing quite like the satisfaction of preparing a delicious meal for family and friends.If you're interested in connecting or learning more about my work, please don't hesitate to reach out. I'm always open to new opportunities and partnerships.
...See MoreWork Experience
state & local tax consulting at moss adams
Accounting
Haleigh Finney, CPA, PMP's Professional Milestones
- Tax Intern (2016-11-01~2017-10-01): Assisted in creating accurate and timely tax reports, assisting clients in managing their tax compliance.
- Ticket Office (2010-05-01~2011-09-01): Streamlined ticket processing and improved overall efficiency by implementing streamlined processes and optimizing ticket delivery.
Education
Accounting,
Bachelors
2013-2017Skill
Microsoft Office
Microsoft Excel
Microsoft Word
Customer Service
Powerpoint
English
Windows
Public Speaking
Event Planning
Social Networking
Team Building
Social Media
Teamwork
Time Management
Marketing
Certification
Colleagues
Eric Miles
Chairman | Chief Executive Officer
David Follett
President | Chief Operating Officer
Casey Moore
Part Owner at Soundline Communications, LLC
Scott Martin
Owner at Anastasi, Moore & Martin, PLLC
Michael Mobley, CPA
Certified Financial Officer Consultant
Other Named Haleigh Finney, CPA, PMP
Frequently asked questions
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Haleigh Finney, CPA, PMP works for Moss Adams
Haleigh Finney, CPA, PMP's role in Moss Adams is state & local tax consulting at moss adams
Haleigh Finney, CPA, PMP works in the industry of Accounting
Haleigh Finney, CPA, PMP's colleagues are Eric Miles,David Follett,Casey Moore
Haleigh Finney, CPA, PMP's latest job experience is state & local tax consulting at moss adams at Moss Adams
Haleigh Finney, CPA, PMP's latest education in Fort Lewis College