Chad Montgomery, Cpa

Sr. Director Sec Reporting @ Cano Health

About Chad Montgomery, Cpa

Chad Montgomery is a Sr. Director of SEC Reporting at Cano Health, where he has worked since 2022. He has a diverse background in accounting and advisory roles at prominent firms, including KPMG and PwC, and holds a Master's degree in Accounting from the University of Virginia.

Current Role at Cano Health

Chad Montgomery serves as the Senior Director of SEC Reporting at Cano Health, a position he has held since 2022. In this role, he is responsible for overseeing the company's financial reporting to the Securities and Exchange Commission. His expertise in regulatory compliance and financial disclosures plays a critical role in ensuring that Cano Health meets all necessary reporting requirements. He continues to work in Miami, Florida.

Previous Experience at Cano Health

Prior to his current role, Chad Montgomery worked at Cano Health as the Director of SEC Reporting from 2021 to 2022. During this time, he contributed to the company's financial reporting processes and compliance with SEC regulations. His experience in this position laid the groundwork for his advancement to Senior Director.

Professional Background in Accounting

Chad Montgomery has a robust background in accounting and financial advisory services. He worked at KPMG in various roles, including Manager in Deal Advisory from 2019 to 2020 and Director in Deal Advisory from 2020 to 2021. His experience at KPMG provided him with extensive knowledge in financial transactions and advisory services.

Experience at PwC

Montgomery's tenure at PwC included multiple positions, starting as a Senior Associate in Assurance from 2013 to 2016, followed by a Manager role in Assurance from 2016 to 2017, and later as a Manager in Capital Markets & Accounting Advisory Services from 2017 to 2018. His diverse roles at PwC equipped him with a comprehensive understanding of capital markets and accounting practices.

Education and Qualifications

Chad Montgomery holds a Master's degree in Accounting from the University of Virginia. His academic background has provided him with a solid foundation in accounting principles and practices, which he has applied throughout his professional career in various leadership roles in financial reporting and advisory services.

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