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Gregory Holzel

Gregory Holzel

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  • 4.6 / 5
  • Advanced Financial Statement Analysis
  • Emerging Trends in Financial Management
  • Financial Strategy and planning
  • Advanced Financial Forecasting

Gregory Holzel is an accomplished accountant and Certified Public Accountant (CPA) with expertise in financial analysis, auditing, and budgeting.

Education: Gregory holds an MBA with a concentration in Finance, graduating magna cum laude from Shippensburg University in May 2023. During his studies, he achieved a remarkable GPA of 3.82. Prior to his MBA, he completed a Bachelor's degree in Accounting at Central Penn College in Summerdale, PA, graduating magna cum laude in 2021. Gregory also served as a tutor during his undergraduate studies.

Experience: Gregory has gained valuable experience in the accounting field through various roles. As a Senior Auditor at S.R. Snodgrass, P.C. in King of Prussia, PA from 2021 to 2023, he audited financial statements and provided assurance services for financial institutions and employee benefit plans. His responsibilities included preparing audit work papers, documenting audit tests and findings, and preparing reports for management review. In June 2023, Gregory launched GT Financials PLLC, a company that offers accounting and financial services to small businesses.

Before transitioning into the role of a Senior Auditor, Gregory served as a Senior Staff Accountant at Fleet Repair Solutions in Grantville, PA, from 2018 to 2021. In this position, he conducted detailed financial analysis, prepared financial statements, and played a vital role in budget preparation and month-end closing. Gregory was also responsible for designing, implementing, and maintaining accounting policies, procedures, and controls.

Certification: Gregory Holzel became a Certified Public Accountant (CPA) in 2023, further demonstrating his commitment to professionalism and expertise in the field.

Skills: With a strong background in accounting and finance, Gregory possesses a wide range of skills. His areas of expertise include financial planning and analysis (FP&A), financial reporting, payroll, auditing, budget preparation, variance analysis, and cost accounting. He is proficient in utilizing tools such as QuickBooks desktop and QuickBooks online (QBO), SQL, and Microsoft Office, particularly Excel at an expert level. Additionally, Gregory has experience working with SAP and is familiar with nonprofit accounting, public accounting, and private industry practices.

Gregory Holzel is a dedicated and knowledgeable professional who consistently strives for excellence in the field of accounting. His combination of education, certifications, and practical experience makes him a valuable asset in any accounting or finance role.

Valuation Insights
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Valuation Varieties: Dissecting Deal, Other, and Transaction Values
  • Dec 23, 09:30 AM ET
  • CPA/ABV
  • CPA/CFF
  • CMA
  • CPA (US)
  • CVA
  • CGMA
  • MAFF
  • CTP
  • CBA/MCBA
  • FPAC
  • IA LPA
  • ME LPA
  • DE LPA
  • FRM
Financial Statements
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Integrating Financial Statements: A Holistic Approach
  • Dec 23, 12:00 PM ET
  • CPA/ABV
  • CMA
  • CPA (US)
  • CVA
  • CGMA
  • CTP
  • CBA/MCBA
  • FPAC
  • IA LPA
  • ME LPA
  • DE LPA
Advanced Financials
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Navigating the Nuances: Advanced Insights into Private Equity and Debt Assumptions
  • Dec 24, 01:00 PM ET
  • CPA/ABV
  • CMA
  • CPA (US)
  • CVA
  • CGMA
  • CTP
  • CBA/MCBA
  • FPAC
  • IA LPA
  • ME LPA
  • DE LPA
  • FRM
LBO Assumptions
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LBO Foundations: Crafting Credible Assumptions for a Robust Leveraged Buyout Model
  • Dec 24, 03:00 PM ET
  • CPA/ABV
  • CMA
  • CPA (US)
  • CVA
  • CTP
  • CBA/MCBA
  • FPAC
  • IA LPA
  • ME LPA
  • DE LPA
  • FRM
Screening Precision
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Peer Screening Excellence: Criteria for Enhanced Precision and Reliability
  • Dec 26, 09:00 AM ET
  • CPA/ABV
  • CMA
  • CPA (US)
  • CVA
  • CGMA
  • CTP
  • CBA/MCBA
  • FPAC
  • IA LPA
  • ME LPA
  • DE LPA
Valuation Vistas
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Valuation Vistas: Navigating Pre-Money and Post-Money Concepts
  • Dec 26, 03:00 PM ET
  • CPA/ABV
  • CPA/CFF
  • CMA
  • CPA (US)
  • CVA
  • CGMA
  • MAFF
  • CTP
  • CBA/MCBA
  • FPAC
  • IA LPA
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  • DE LPA
  • FRM
Master Capital Structure Design
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Architecting Financial Foundations: Designing a Robust Capital Structure
  • Dec 27, 09:00 AM ET
  • CPA/ABV
  • CMA
  • CPA (US)
  • CVA
  • CGMA
  • CTP
  • CBA/MCBA
  • FPAC
  • IA LPA
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GPCM vs GTM
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Comparative Insights: Unveiling the Differences between GPCM and GTM
  • Dec 27, 11:30 AM ET
  • CMA
  • CPA (US)
  • CVA
  • CGMA
  • CTP
  • CBA/MCBA
  • FPAC
  • IA LPA
  • ME LPA
  • DE LPA
Schedule Mastery
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Mastering Schedules: Crafting Precise Equity, Depreciation, Debt, and More
  • Dec 27, 12:30 PM ET
  • CPA/CFF
  • CFE
  • CGFM
  • CIA
  • CMA
  • CPA (US)
  • CVA
  • CFA
  • CGMA
  • IAP
  • QIAL
  • CIPM
  • CBA/MCBA
  • FPAC
  • IA LPA
  • ME LPA
  • DE LPA
Forecast Mastery
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Financial Forecasting Mastery: Building a Robust Three-Statement Projection Model
  • Dec 30, 09:00 AM ET
  • CMA
  • CPA (US)
  • CVA
  • CGMA
  • CTP
  • CBA/MCBA
  • FPAC
  • IA LPA
  • ME LPA
  • DE LPA
  • FRM
EPS Insights
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Sensitivity Unveiled: Fine-tuning Earnings Per Share (EPS) Analyses
  • Dec 30, 12:30 PM ET
  • CPA/CFF
  • CFE
  • CGFM
  • CIA
  • CMA
  • CPA (US)
  • CVA
  • CFA
  • CGMA
  • IAP
  • QIAL
  • CIPM
  • CBA/MCBA
  • FPAC
  • IA LPA
  • ME LPA
  • DE LPA
Sources & Uses Table
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Strategic Financial Planning: Mastering the Sources and Uses Table
  • Dec 30, 03:00 PM ET
  • CPA/ABV
  • CMA
  • CPA (US)
  • CVA
  • CGMA
  • CTP
  • CBA/MCBA
  • FPAC
  • IA LPA
  • ME LPA
  • DE LPA
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