Julie Smith
Finance Director at Pritzker Group- Claim this Profile
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Bio
Mike Barad
Julie was always a fantastic partner to the business team, providing the critical financial data and analysis needed to manage our business effectively. But Julie and her team didn't just organize the finances; she really shined at providing meaningful interpretation to help understand business drivers that would help us operate more efficiently. As a respected senior manager, Julie was a critical part of the management team. On top of everything, I really enjoyed Julie's communication style, making her an absolute pleasure to work with.
Mike Barad
Julie was always a fantastic partner to the business team, providing the critical financial data and analysis needed to manage our business effectively. But Julie and her team didn't just organize the finances; she really shined at providing meaningful interpretation to help understand business drivers that would help us operate more efficiently. As a respected senior manager, Julie was a critical part of the management team. On top of everything, I really enjoyed Julie's communication style, making her an absolute pleasure to work with.
Mike Barad
Julie was always a fantastic partner to the business team, providing the critical financial data and analysis needed to manage our business effectively. But Julie and her team didn't just organize the finances; she really shined at providing meaningful interpretation to help understand business drivers that would help us operate more efficiently. As a respected senior manager, Julie was a critical part of the management team. On top of everything, I really enjoyed Julie's communication style, making her an absolute pleasure to work with.
Mike Barad
Julie was always a fantastic partner to the business team, providing the critical financial data and analysis needed to manage our business effectively. But Julie and her team didn't just organize the finances; she really shined at providing meaningful interpretation to help understand business drivers that would help us operate more efficiently. As a respected senior manager, Julie was a critical part of the management team. On top of everything, I really enjoyed Julie's communication style, making her an absolute pleasure to work with.
Experience
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Pritzker Group
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United States
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Venture Capital and Private Equity Principals
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1 - 100 Employee
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Finance Director
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Jun 2014 - Present
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Morningstar
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United States
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Financial Services
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700 & Above Employee
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Finance Director
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Jan 2005 - Jun 2014
Lead a team responsible for budgeting, analyzing, and reporting the company's revenue for all domestic products. Lead a team responsible for budgeting, analyzing, and reporting the company's revenue for all domestic products.
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Baxter International Inc.
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United States
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Medical Equipment Manufacturing
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700 & Above Employee
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Finance Manager
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May 2001 - Jan 2005
Led a team responsible for major portions of the company's SEC financial filings as well as the research, implementation, and governance around the implementation of and adherence to US GAAP. Led a team responsible for major portions of the company's SEC financial filings as well as the research, implementation, and governance around the implementation of and adherence to US GAAP.
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EY
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United Kingdom
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IT Services and IT Consulting
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700 & Above Employee
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Senior Auditor
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Sep 1998 - May 2001
Performed financial statement audits for a diverse client base, ranging from small private companies to global public companies, focusing on the financial services and healthcare industries. Performed financial statement audits for a diverse client base, ranging from small private companies to global public companies, focusing on the financial services and healthcare industries.
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Education
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1994 - 1998
Miami University
Bachelor's degree, Accounting and Finance
Community
