William (Chase) Haltmar

Technical Accounting & Financial Reporting Manager @ Fivetran

About William (Chase) Haltmar

William (Chase) Haltmar is a Technical Accounting & Financial Reporting Manager with extensive experience in the financial services sector, particularly in revenue recognition and audit readiness. He has held key positions at notable companies such as EY, Robinhood, and Fivetran, contributing significantly to financial reporting and regulatory compliance.

Work at Fivetran

William Haltmar has been serving as the Technical Accounting & Financial Reporting Manager at Fivetran since 2022. In this role, he is responsible for overseeing technical accounting matters and financial reporting processes. His position is based in Oakland, California, where he applies his extensive knowledge in accounting to enhance the company's financial operations.

Education and Expertise

William Haltmar studied at The University of Texas at San Antonio, where he earned a Master in Accountancy from 2010 to 2013. His education laid the foundation for his expertise in accounting, particularly in revenue recognition and audit readiness. He holds an inactive CPA certification, reflecting his proficiency in the field.

Background in Financial Services

William Haltmar has a strong background in the financial services sector, with experience in banking, capital markets, and insurance. He began his career at USAA as a Credit/Debit Resolutions Specialist and later worked at Kelly's Services as Lean Perfections. His roles have provided him with a comprehensive understanding of financial operations and regulatory requirements.

Experience at EY and Robinhood

William Haltmar worked at EY from 2014 to 2020, where he held various positions including Senior Audit Associate and Financial Accounting Advisor. He developed expertise in audit readiness and regulatory change implementation. He played a key role in guiding Robinhood through its IPO process during significant market events, serving as Manager of Technical Accounting and Reporting from 2020 to 2022.

Professional Journey

William Haltmar's professional journey includes significant roles at various organizations. He worked at EY for six years, where he advanced from Senior Audit Associate to Financial Accounting Advisor. His experience at Robinhood further solidified his expertise in technical accounting. Prior to these roles, he gained foundational experience at USAA and Kelly's Services.

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