Roger Lerrick

Education

  • Masters of business administration from Northeastern University, Boston, Massachusetts
  • Masters of science professional accounting from Northeastern University, Boston, Massachusetts
  • Bachelor of science in finance and investments from Babson College, Babson Park, Massachusetts

Overview

Roger is a Chief Financial Officer for CLA’s Century City office serving as its
Business Operations (BizOps) Leader. He has more than 28 years of public
and private accounting experience with the Big 4 and with fast growth
entrepreneurial start-ups, SMB’s, as well as multibillion-dollar SEC registered
entities with global operations. Roger’s focus has been in: Real Estate Development & management, Solar
Energy & renewables,  Medical devices & Bio Pharma, industries, Software, M&A, Private Equity, and Retail Internet advertising /commerce.

 

His experience provides Roger with a vast understanding of accounting and reporting matters, EBITDA
management, business operations, internal control, business process improvements and automation, human
resources, and strategic tax related issues for clients. Roger possesses deep expertise in financial due diligence
and advanced financial modeling for growth, cash forecasts, promote structures, Reg D, capital raising, investment and M&A purposes. Roger provides strategic direction coupled with hands on execution of needed tasks.

Upcoming speaking engagements

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Resources and event materials

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In the community

  • Certified Public Accountant for the State of California
  • American Institute of Certified Public Accountants (AICPA), member
  • California Society of Certified Public Accountants (CalCPA), member