Joan Rockey | AICPA ENGAGE 2020

Joan Rockey

CPA, CGMA, CFA, CAIA, CMA
Principal and CFO, CastleArk Management LLC
Chicago, IL

Key advisor for private equity direct & indirect investments, M&A due diligence, restructurings, partner buy-in/buyout agreements, valuation appraisals, entity structuring and launch, process improvement and cost-saving initiatives, executive compensation and succession plans, debt refinancing and other strategic financial and tax transactional initiatives focused on improving and/or accelerating corporate growth, profitability and organization effectiveness.

Instituted Financial Planning & Analysis (FP&A) with critical key performance indicator (KPI) measurements coupled with operational efficiencies & tax strategies which resulted in increased business segment profitability, and return on equity in a complex organizational structure with numerous international and domestic operating companies. Responsible for Tax Advisory/Compliance, GAAP Financial Reporting, Internal Controls, Treasury, Human Resources, and Financial Risk Management.

2015 FEI Chicago Chapter’s Chicago CFO of the Year Finalist which honors senior financial leaders who have made significant contributions to a business in the Chicago area