Marshall Stein

Overview

As Principal at CLA, my commitment to excellence is reflected in a career dedicated to assurance, tax, and consulting services, specifically tailored for the construction and real estate sectors. My role capitalizes on analytical skills and a deep understanding of finance, ensuring that every client benefits from strategic and practical advice. The expertise in job costing, accounting system design, and strategic business planning are cornerstones of the value I bring to the table.

Collaborating with industry partners has been a hallmark of my approach, fostering robust partnerships and emphasizing clear communication. These efforts have been instrumental in facilitating successful mergers and acquisitions, as well as optimizing cost allocation techniques. By leveraging my certifications as a Certified Public Accountant and as a Certified Construction Industry Finance Professional, my goal is to empower clients with financial insights that drive their businesses forward.

Education

- Clemson University - MPAcc, Assurance & Advisory

- Erskine College - B.S., Business Administration

In the community

- Certified Public Accountant in North Carolina and South Carolina

- Certified Construction Industry Finance Professional

- American Institute of Certified Public Accountants

- North Carolina Association of Certified Public Accountants

- Construction Financial Management Association ("CFMA") - President of Triangle Chapter

- Triangle Business Journal "40 Under 40" (2020)

- CFMA "40 Under 40" (2021)

- Leadership Raleigh - Class 37 Participant and Class 39 Chair

- Greater Raleigh Chamber of Commerce