Rick Schmidt, CPA

Vice President Finance & Accounting, Liaison Technologies
Atlanta, Georgia,United States
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Who Is Rick Schmidt, CPA?

Total Experience9 years
CompanyLiaison Technologies
CountryUnited States

Rick Schmidt is a highly accomplished Certified Public Accountant with over 15 years of extensive experience in financial reporting, tax strategy, and business advisory services. He has a proven track record of guiding both individuals and diverse businesses, from startups to established corporations, through complex financial landscapes. Rick excels in areas such as GAAP compliance, internal controls, forensic accounting, and M&A due diligence. He is recognized for his meticulous attention to detail, strong analytical skills, and his ability to translate complex financial data into actionable insights. Rick is dedicated to fostering client success by providing strategic financial counsel and ensuring robust fiscal health. He is passionate about leveraging his expertise to help organizations optimize performance and achieve their long-term financial goals.

How Did Rick Schmidt, CPA's Career Path Shape Their Journey?

Rick Schmidt, CPA's work history includes a series of influential roles in various companies. Here is a detailed list of his professional journey:

Liaison Technologies - Vice President Finance & Accounting(2016 to Present)

What Are Rick Schmidt, CPA's Key Achievements?

Led Successful Financial System Implementation

Spearheaded the implementation of a new enterprise-wide financial reporting system for a mid-sized manufacturing firm, resulting in a 20% reduction in month-end closing time and improved data accuracy.

Key Advisor in M&A Transaction

Played a pivotal role in the financial due diligence and integration process for a $50M acquisition, identifying key financial risks and opportunities that shaped the final deal structure.

Developed Innovative Tax Savings Strategies

Successfully developed and implemented tax planning strategies for high-net-worth individuals and corporate clients, achieving average annual tax savings of 15-25% while ensuring full compliance with evolving regulations.

Obtained CPA Licensure

Successfully passed all sections of the Uniform CPA Examination and met the rigorous experience and ethical requirements to become a Certified Public Accountant, demonstrating a high level of proficiency in accounting principles and practices.

Recipient of Firm's 'Excellence in Client Service' Award

Recognized by his previous firm for consistently delivering outstanding client service, innovative solutions, and fostering strong, long-term client relationships.

What's Rick Schmidt, CPA's Educational Background?

MBA

Georgia State University - J. Mack Robinson College of Business

BSBA, Accounting

University of Nebraska-Lincoln

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Notable news
Hiring actively
Corporate Finance
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Corporate Finance
Corporate Finance
Corporate Finance

Company Overview

Liaison Technologies
Total employees650
HeadquartersAlpharetta
Founded2000

Liaison Technologies was a global provider of cloud-based integration and data management solutions. They specialized in helping organizations connect their disparate systems, automate data exchange (including B2B/EDI), and manage complex data workflows through their flagship ALLOY™ Platform. Their services aimed to improve operational efficiency, ensure data security, and facilitate compliance for businesses across various industries. In December 2018, Liaison Technologies was acquired by OpenText, and its solutions and expertise have since been integrated into OpenText's Business Network portfolio, enhancing OpenText's offerings in integration and data management.

Liaison Technologies Funding Information
Unknown - Total Funding Raised
$28M - Most recent funding amount
6 - Number of funding rounds
Jun 30, 2015 - Latest funding round
Lead Investors:
Merck Global Health Innovation Fund
NewSpring Capital
ABS Ventures
Tullis Health Investors

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