Zachary Donahue, CPA

Owner, Chief Financial Officer / Chief Development Officer at Charter Success Partners
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Contact Information
us****@****om
(386) 825-5501
Location
Raleigh-Durham-Chapel Hill Area
Languages
  • English -
Skills

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Bio

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Thomas Miller

When I think of how Zachary runs his business, two words come to mind. Trust and understanding.

Elaine A. Ellis

Zach is a diligent and committed worker. He is always willing to step up to the plate and help out for the good of the organization. He is calm under pressure; pays great attention to detail and is a valuable contributor to discussions. His knowledge of accounting benefits our Charter school community. I wholeheartedly recommend Zach as an asset to any Board or organization.

LinkedIn User

Zach is an outstanding manager whose laissez-faire leadership style promotes innovative ideas from all levels of personnel. Under his leadership, ideas are not only embraced and supported, but also enhanced and pursued. His optimistic approach and teamwork-oriented work style influences an organizational structure that is based on achieving goals both individually and as a team. Because of this, I would highly recommend working for, and/or with Zach.

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Credentials

  • Certified Public Accountant
    State of North Carolina
    Jun, 2004
    - Sep, 2024
  • Certified Public Accountant
    State of Indiana
    Oct, 2000
    - Sep, 2024
  • Member
    Association of Healthcare Internal Auditors
  • Member
    Institute of Internal Auditors
  • Member
    American Institute of Certified Public Accountants (AICPA)
  • Member
    North Carolina Association of CPAs (NCACPA)

Experience

  • Charter Success Partners
    • United States
    • Education Administration Programs
    • 1 - 100 Employee
    • Owner, Chief Financial Officer / Chief Development Officer
      • Jun 2016 - Present

      Charter Success Partners (CSP) is the leading provider of a broad range of outsourced business services exclusively for schools. We are led by professionals who bring a wealth of experience in various leadership positions within charter schools. CSP is the only firm whose entire leadership team has decades of experience working inside of charter schools before putting that wealth of experience to work to support the entire charter school community.Core service lines include Accounting and Financial Reporting, Student Information (PowerSchool), Student Lottery, Online Payment Processing, Facility Acquisition and Financing Support, New Charter School Startup, and more.CSP is uniquely qualified with deep understanding of what it takes to run a successful charter school. We partner with you to provide the highest quality services so that you can focus on what's most important: student achievement.Visit us at www.chartersuccesspartners.com or call 919-479-1442 for more information.

  • Charter Financial Services, LLC
    • United States
    • Accounting
    • 1 - 100 Employee
    • Co-Founder
      • Jan 2011 - Dec 2017

      Charter Financial Services merged with Charter Success to form Charter Success Partners in 2017. Charter Financial Services merged with Charter Success to form Charter Success Partners in 2017.

  • WakeMed Health and Hospitals
    • Chief Audit Officer and Executive Director of Internal Audit
      • Dec 2013 - Jun 2016

      Reporting directly to the CEO, I was responsible for leadership, direction and oversight of the internal audit function at WakeMed. I served as the chief audit executive and the system's key internal controls advisor and monitor. I worked closely with the senior management team in conducting ongoing risk assessments, monitoring of regulatory changes, and monitoring of information system vulnerabilities that were likely to impact the system's internal control environment and related operating policies and procedures and information systems/security tools.

  • Myers and Stauffer LC
    • United States
    • Accounting
    • 700 & Above Employee
    • Senior Manager In Charge of Raleigh office
      • Apr 2009 - Dec 2013

      Overall responsibility for the Raleigh office of Myers and Stauffer PLLC, overseeing a staff of approximately 30 professionals performing audit, advisory, and consulting services for a variety of organizations in multiple states. Member of the Cost Report and DSH Audit Executive Leadership Team.Member of the Firm's Quality Control Committee.Member of the Firm's HIPAA Compliance Committee. Overall responsibility for the Raleigh office of Myers and Stauffer PLLC, overseeing a staff of approximately 30 professionals performing audit, advisory, and consulting services for a variety of organizations in multiple states. Member of the Cost Report and DSH Audit Executive Leadership Team.Member of the Firm's Quality Control Committee.Member of the Firm's HIPAA Compliance Committee.

  • AICPA
    • United States
    • Accounting
    • 500 - 600 Employee
    • Senior Technical Manager
      • May 2006 - Apr 2009

      Responsible for development and production of audit and accounting publications, including the Audit and Accounting Guide, Audit Risk Alerts, Financial Statement Disclosure Checklists and Illustrative Financial Statements, as well as developing content for Technical Practice Aids.Additional publication responsibilities included the AICPA SAS 70 Guide, the High Tech Audit Risk Alert, and other technical updates.Researched industry trends and developments.Coordinated the AICPA Health Care Industry Expert Panel.Led the AICPA Health Care Audit and Accounting Guide Overhaul Committee.Served on the AICPA Health Care Industry Conference Planning Committee.Regularly presented findings and conducted discussions with members of the Accounting Standards Executive Committee (AcSEC), Auditing Standards Board (ASB) and Financial Accounting Standards Board (FASB).

  • CHAN Healthcare Auditors
    • Internal Audit Manager
      • Sep 2005 - May 2006

      Planned and implemented operational, compliance and financial internal audits for a large, multi-facility, not-for-profit hospital organization after performing annual risk assessment to identify most significant areas of exposure.Performed detailed internal audits of various processes and procedures.Served as a representative on the Corporate Responsibility Program.Regularly reported results of internal audits to senior management, the Board of Directors and the Audit Committee.

  • CLIFTON LARSON ALLEN
    • United States
    • Audit Senior Manager and Director of Recruiting
      • Jun 1996 - Sep 2005

      Responsible for overall leadership of a large audit practice.Designed and implemented audit plans, policies, procedures and training materials.Served as Community Service Coordinator for projects including the United Way and American Heart Association.Mentored several Managers, Senior Accountants and Staff Accountants. Responsible for overall leadership of a large audit practice.Designed and implemented audit plans, policies, procedures and training materials.Served as Community Service Coordinator for projects including the United Way and American Heart Association.Mentored several Managers, Senior Accountants and Staff Accountants.

Education

  • Indiana University - Kelley School of Business
    BS
    -

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