Shree is a senior consulting leader at Forvis Mazars helping middle-market clients with digital transformation.
He has guided small and mid-sized companies through M&A, carve-outs, and finance transformation initiatives,
selecting and implementing systems, analytics, and processes to meet new complexity and compliance needs.
Shree has optimized finance processes including order-to-cash, procure-to-pay, and revenue cycle optimization with a system-agnostic approach.
Previously, he led accounting and finance functions for SMBs, establishing repeatable processes across e-commerce, payment gateways,
trade credit, and cybersecurity insurance. He led CFO functions including multi-entity consolidation, internal controls, lender covenant
reporting, and long-range planning and budgeting.
Credentials include CFA®, CGMA, CMA, CPA, and FRM. He holds an MBA in finance from the University of Iowa and a bachelor’s degree
from the University of Mumbai.