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Andrew Levy
President at RockRidge Financial Services, LLC
Andrew Levy is the owner and president of RockRidge Financial Services, LLC, a strategic business advisory and public accounting firm based in Norcross, Georgia.1 He founded the company in 2006 to provide financial leadership and strategic solutions to CEOs and business owners.1
Professional Background
Andrew Levy has over 22 years of experience as a Chief Financial Officer and Controller for various small and medium-sized businesses in the manufacturing/distribution, service, and technology industries.1 His expertise includes:
- Improving cash flow for struggling businesses
- Developing scalable growth business plans
- Negotiating deal terms for company acquisitions
- Raising capital from various investor sources
- Providing financial leadership to improve business ROI
Career History
- Owner of RockRidge Financial Services (May 2006 - Present)
- CFO and Director of HR at Monarch Computer Systems (2002 - 2006)
- Fractional CFO/Controller at Aprio (formerly Habif Arogeti and Wynne) (2000 - 2002)
- Credit Manager and Internal Auditor at SunTrust Bank (1995 - 2000)
Education
- MBA in Accounting and Finance from the University of Connecticut (1993 - 1995)
- BA in Business Management from Franklin & Marshall College (1987 - 1991)
Professional Certifications
Andrew holds certifications as a CPA and CBA (Certified Bank Auditor).1
Through RockRidge Financial Services, Andrew Levy aims to help CEOs and business owners move forward confidently by providing strategic financial solutions, with a focus on improving business performance and achieving growth objectives.1
