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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.

Capital Concepts Decoded
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Capital Concepts Decoded: Exploring Revolvers, Roll-over Equity, and Beyond
  • Jan 21, 10:00 AM ET
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1040 Filing: Initial Setup and Input Essentials
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1040 Filing: Initial Setup and Input Essentials
  • Jan 21, 12:00 PM ET
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Debt & Goodwill
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Balancing the Books: Navigating the Nuances of Debt and Goodwill Calculation
  • Jan 21, 03:00 PM ET
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Reporting Wages and Income on Form 1040
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Reporting Wages and Income on Form 1040
  • Jan 22, 12:00 PM ET
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Corporate Values
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Foundations of Corporate Value: NOPAT, Working Capital, and Capex Adjustments Unveiled
  • Jan 22, 12:30 PM ET
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Schedule C Insights: Reporting Business Income
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Schedule C Insights: Reporting Business Income
  • Jan 22, 02:00 PM ET
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Terminal Valuation
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Terminal Value Triumph: Mastering Diverse Approaches to Enduring Valuation
  • Jan 22, 03:00 PM ET
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Debt & Goodwill
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Balancing the Books: Navigating the Nuances of Debt and Goodwill Calculation
  • Jan 22, 03:00 PM ET
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Investment Concepts
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Financial Lexicon Unfolded: Mastering Key Investment Concepts
  • Jan 23, 09:30 AM ET
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Foundational Knowledge for Individual Tax Returns (1040 Series)
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Foundational Knowledge for Individual Tax Returns (1040 Series)
  • Jan 23, 10:00 AM ET
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Schedule E Overview: Rent and Royalty Income
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Schedule E Overview: Rent and Royalty Income
  • Jan 23, 12:00 PM ET
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Architecting Financial Documents
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Architecting Financial Documents: Essential Components for Presentation and Navigation
  • Jan 23, 03:00 PM ET
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  • FPAC
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