236: Andrew Jordan – COO of FinancePal

Where Accountants Go - The Accounting Careers Podcast

Andrew Jordan, CPA and COO of FinancePal, joined us for this episode of Where Accountants Go, the Accounting Careers Podcast. We touch on many topics in this particular show, from finding the right career fit for your own needs, all the way to starting and merging a firm. And we even cover a story of fraud in the middle of the interview! Many, many lessons in this episode.

Andrew’s career journey started as many do… he worked hard to do well in college and was hired by one of the national firms right out of school. He passed the CPA exam early, and was on his way to have the ‘dream career’ in large public accounting. What he didn’t realize at the time was that it was typical for the firm to over-hire, and then make adjustments after busy season. Unfortunately this meant he was left without a job even after passing the CPA exam. However, this ended up being a blessing as it launched him on a new path of joining a smaller firm and continuing his career progression there.

Not too many years later, he was recruited by a client tech company for their CFO role. It was a tremendous opportunity. He learned quite a bit, but unfortunately part of that was about the fraud that was occurring within the company. He survived that tumultuous time though and helped the company recover. Later on, due to decisions made by the private equity owners, the company closed down and Andrew decided to start his own practice.

For the story of how he started and grew his practice, and eventually merged it into FinancePal, make sure to listen to the full audio interview. Andrew was very open and transparent with the story of his journey – something we always really appreciate.

For other episodes you may enjoy, listen to these prior shows: Kelly Richmond-Pope and Ryan Lazanis

To listen in on this interview with Andrew Jordan, please use the player below: