Anthony Data

Chief Financial Officer

As the firm’s Chief Financial Officer, Tony synthesizes and analyzes financial data including budgets and income statements with consideration for the firm’s goals.  Tony works closely with the partners of the firm to influence long-term, strategic decision-making.  Tony is passionate about using data to provide recommended courses of action to reduce costs and improve the firm’s finances.

Tony began his career in the firm’s Assurance and Advisory department where he worked with privately held companies in a variety of industries and not-for-profit organizations. He worked closely with his clients in providing timely auditing services and was responsible for supervising the audit fieldwork and working directly with management in order to provide the highest quality of service.

Today, Tony spends his time analyzing past, future and comparative performance to develop firm forecast models.  He is also passionate about creating a data intelligence framework that will support the growth of the firm at any size.  He is an exceptional leader and leads a team of 15+ to support the firm’s internal financial functions.

  • B.S. Menlo College
  • C.A.A.P. Santa Clara University
  • Member of the American Institute of Certified Public Accountants (AICPA)
  • Member of the California Society of Certified Public Accountants (CalCPA)