{"$schema":"https://raw.githubusercontent.com/jsonresume/resume-schema/v1.0.0/schema.json","basics":{"name":"Brett Spier, CPA","label":"Senior Director – Deals","summary":"CPA and trusted advisor to C-suite executives and private equity investors on complex transactions exceeding $200 billion in aggregate enterprise value, with deep expertise in financial due diligence, deal structuring, and value creation.","location":{"city":"New York City, NY, United States"},"profiles":[{"network":"LinkedIn","username":"bspier","url":"https://linkedin.com/in/bspier"}]},"meta":{"canonical":"https://saywise.com/member2175","version":"v1.0.0","lastModified":"2026-10-05T18:34:20.337Z"},"x_saywise":{"handle":"member2175","pronouns":null,"availability":null,"oneLiner":"CPA and trusted advisor to C-suite executives and private equity investors on complex transactions exceeding $200 billion in aggregate enterprise value, with deep expertise in financial due diligence, deal structuring, and value creation.","profileUrl":"https://saywise.com/member2175","markdownUrl":"https://saywise.com/member2175/profile.md","pdfUrl":"https://saywise.com/member2175/resume.pdf","archetype":{"code":"HE-DX","name":"Junction Summiteer","url":"https://saywise.com/sca/1664a8b99ec2","rarity":"One of the first Junction Summiteers on Saywise"},"aiStack":[{"name":"Claude","description":null,"url":"https://claude.ai","storyCount":0},{"name":"ChatGPT","description":null,"url":"https://chatgpt.com","storyCount":0}]},"work":[{"name":"EY-Parthenon","position":"Director, EY-Parthenon - Deals - Financial Diligence","location":"New York, United States","startDate":"2019-05-01","endDate":"2021-10-01","summary":"Lead strategic financial advisory engagements for private equity sponsors, Fortune 500 companies, and high-growth technology companies across more than 100 buy-side and sell-side transactions. Programmatically manage cross-functional teams of up to 45 professionals across financial, tax, commercial and operational diligence workstreams. Serve as primary advisor to C-suite and private equity investment teams on investment theses, financial models, and purchase price negotiations."},{"name":"Ernst & Young LLP","position":"Assurance Manager","location":"Greater New York City Area","startDate":"2013-10-01","endDate":"2019-05-01","summary":"Provided audit and assurance services with primary client exposure to publicly traded mortgage REITs and real estate private equity funds. Supported multiple Initial Public Offering engagements for companies in the real estate and solar energy industries."},{"name":"Verizon","position":"Finance Leadership Development Program- Regulatory Tax Intern","location":"Greater New York City Area","url":"https://verizon.com","startDate":"2011-06-01","endDate":"2011-08-01"}],"education":[{"institution":"Questrom School of Business, Boston University","studyType":"BSBA in Business Management in Concentrating in Accounting and Finance","startDate":"2009-01-01","endDate":"2013-01-01"},{"institution":"The Frisch School","startDate":"2004-01-01","endDate":"2008-01-01"}],"skills":[{"name":"Financial Planning and Forecasting"},{"name":"KPI Development"},{"name":"ARR"},{"name":"Customer Retention"},{"name":"LTV/CAC"},{"name":"Cash Flow Management"},{"name":"Working Capital Management"},{"name":"Buy-side Due Diligence"},{"name":"Sell-side Due Diligence"},{"name":"Carve-out Transactions"},{"name":"Purchase Price Negotiation"},{"name":"Deal Structuring"},{"name":"Business Case Development"},{"name":"Investment Thesis Development"},{"name":"Financial Modeling"},{"name":"Value Creation"},{"name":"Process Improvement"},{"name":"ASC 606 Revenue Recognition"},{"name":"ASC 820 Fair Value Measurement"},{"name":"ASC 946 Financial Services"},{"name":"ASC 718 Stock Compensation"},{"name":"Excel"},{"name":"PowerPoint"},{"name":"Power BI"},{"name":"Claude"},{"name":"CoPilot"},{"name":"OpenAI"},{"name":"Alteryx"},{"name":"Board Presentations"},{"name":"C-suite Presentations"},{"name":"Executive Business Partnering"}],"certificates":[{"name":"Certified Public Accountant","date":"2016-04-01","issuer":"New York State"}]}