Part-Time CFO to WSAF and its Portfolio Companies: Michelle Hicks – Tobias, CPA
Michelle is a former Assurance Partner- BDO USA,LLP; Senior Audit Manager- Clifton Gunderson LLP; Senior Audit Manager – Ernst & Young LLP starting her accounting career public accounting career in 1992 in Milwaukee. Prepared client management teams for implementation of new accounting developments. Strong technical skills in applying complex accounting standards. Evaluated and provided suggestions for improvements in internal control. Developed cash flow forecasts for business acquisitions targets of various clients. Prepared/ reviewed the purchase price allocation of acquired entities. U of W – Whitewater, BBA – Accounting.
Portfolio Analyst Biography: Braden Just
Braden is a University of Wisconsin- Milwaukee student in his final year of achieving his Bachelor of Business Administration degree. Braden’s major is Finance, along with a certificate program called the “Investment Management Certification Program” (http://www.imcp.sba.uwm.edu), which is a CFA Institute University Recognized Program. He is 1 of 17 students selected for this 17 month program where they learn analyst skills, manage a real portfolio, and perform various duties for investment firms. At the firm he is a portfolio analyst, working alongside the general partners and portfolio directors. Braden performs multiple duties of research and due diligence for current and prospective companies. Such as creating industry and company sell-side reports, and assisting with the creation of company term sheets.