President – Andrew Levy
Andrew has been the Chief Financial Officer and Controller for numerous small and medium-sized businesses in manufacturing/distribution, service and technology industries for the past 20 years. He formed RockRidge Financial Services, LLC, a business advisory and public accounting firm in 2006 to cater to the accounting/finance/tax needs of his client companies.
Prior to founding RockRidge Financial Services, LLC, Andrew was the Chief Financial Officer and Director of Human Resources for a $60MYN computer systems manufacturer. He also worked with the largest privately held CPA firm in Atlanta as a CFO-For-Hire and Controller for the firm’s client companies. He has years of experience in working in the financial services industry with SunTrust Banks, Inc., in the credit and internal audit divisions of the bank.
Andrew has sat on Advisory Boards for both profit and not for profit companies as well as on the Strategic Advisory Board of Paypal.
Andrew’s experience is not only in determining the proper financial structure of a complex transaction, but in working with the investor community and lenders to best manage the expectations and working relationships with all parties. Operationally, Andrew has developed, implemented and improved accounting systems for his client companies as well as installed proper financial and operational controls to best manage the business.
Andrew received his Bachelor of Arts from Franklin and Marshall College in Lancaster, Pennsylvania, and his Masters of Business Administration from the University of Connecticut in Accounting and Finance. Andrew is a frequent guest lecturer on early-stage business and finance strategy in George Washington University’s School of Business and is a speaker and mentor with the school’s Innovation & Entrepreneurship program. Andrew is a certified public accountant and certified bank auditor. He is a current member of the American Institute of Certified Public Accountants and the Georgia Society of Certified Public Accountants.