Karen A. Davis

Karen A. Davis, CPA

Karen A. Davis is the owner and founder of Green Oak Advisors, LLC. Ms. Davis is a recognized expert at providing financial and strategic solutions to number of clients in a variety of industries. Her solutions have included providing loan financing solutions to a large real estate developer, fractional CFO services to companies in the IT, Rapid Technology Transfer, Security services, Medical, Manufacturing and Distribution Industries. She serves in the capacity of Business Development Director with the Association of Corporate Growth Group.

Ms. Davis has over 23 years of experience helping companies achieve their strategic objectives. Ms. Davis worked with Amherst Partners providing turnaround services for companies that were struggling financially with their banks. She served as a Chief Restructuring Officer for eight months with an engineering firm successfully turning them into a profitable company and eventually selling them to an internal management group. While working on several assignments, she uncovered fraud and worked with the companies to set up procedures to prevent further occurrences. She has worked in many industries and various size companies providing strategic strategies to restructure companies out of work out groups in various banks, including Key Bank, Fifth Third, PNC, National City, Huntington, Comerica and Citizens.

Ms. Davis was the CFO for Performance Site Company, a site development and construction contractor. While here, Ms. Davis worked as a member of a strategic team to acquisitively grow the company, expanding the operation to three new locations in two states. Additionally, she worked with management teams for four related companies to expand operations including establishing operations in multiple states.

Prior to that, Ms. Davis worked for seven years as the Controller & Treasurer for BBC&M Engineering, a geotechnical engineering and materials testing firm with four locations throughout Ohio. She was responsible for leading a successful internal buyout and orchestrating a successful turnaround, including restructuring the debt, obtaining new capital, implementing several successful incentive plans along with a cost reduction initiative, and removing personal guarantees for the shareholders.

Also, Ms. Davis’ experience over the course of her 23-year career includes management positions in accounting and venture capital positions for Banc One Capital Partners, BISYS Fund Services, the Central Ohio Medical Clinic, and Deloitte & Touche. In these positions she gained extensive financial and strategic experience in growing companies in new markets, obtaining capital funding, and preparing operating forecasting budgets.

Ms. Davis earned a B.S.B.A. in Accounting from The Ohio State University and holds an active CPA license in the state of Ohio. and a Trustee for the Upper Arlington Library Board. She is a member of the Ohio Society of CPAs and Construction Financial Management Association.