Chase Haltmar, Cpa

Technical Accounting & Financial Reporting Manager @ Fivetran

About Chase Haltmar, Cpa

Chase Haltmar is a Technical Accounting & Financial Reporting Manager with expertise in IPO readiness and SEC reporting. He has a strong background in financial accounting advisory services and has held various roles in notable companies, including EY and Robinhood.

Work at Fivetran

Chase Haltmar serves as the Technical Accounting & Financial Reporting Manager at Fivetran, a position he has held since 2022. In this role, he focuses on technical accounting and financial reporting, applying his expertise in IPO readiness and SEC reporting. His responsibilities include developing and implementing processes tailored to unique and emerging technologies. Fivetran, located in Oakland, California, specializes in data integration solutions.

Education and Expertise

Chase Haltmar earned a Master in Accountancy from The University of Texas at San Antonio, completing his studies from 2010 to 2013. His educational background supports his expertise in technical accounting, particularly in the context of unique and emerging technologies. He has a strong focus on IPO readiness and SEC reporting, which enhances his capabilities in financial reporting.

Background

Chase Haltmar has a diverse professional background that includes significant experience in financial accounting advisory services. He worked at EY as a Manager from 2014 to 2020, where he specialized in audit readiness and revenue recognition. Prior to that, he held roles at USAA and Kelly's Services, gaining experience in credit/debit resolutions and lean perfection methodologies, respectively. His career has also included a managerial position in technical accounting and reporting at Robinhood from 2020 to 2022.

Achievements

Chase Haltmar has demonstrated a strong history in technical accounting and financial reporting, particularly in sectors such as banking, capital markets, and insurance. His work has involved preparing organizations for IPO readiness and ensuring compliance with SEC reporting standards. His experience across various roles has contributed to his proficiency in audit readiness and revenue recognition.

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