Behind Every Success Story Lies a Dedicated Team

Dean J. Lore, MBA

Senior Consultant – Strategic Financial Planning & Analysis, M&A and Deal Modeling

Dean Lore is a highly analytical and creative senior executive with 20+ years of progressive Finance and Accounting leadership experience directing critical financial and operational initiatives and providing consultation to executive management. As a strategic thinker and resourceful problem solver, he possesses an innate ability to format data insights conveying a story that appeals to all audience types bringing consensus, vision, and data-driven analysis to current and future business needs.

In 2018, Mr. Lore was named Sr. Vice President of Finance for the Global Center for Investment Fund Studies developing FP&A & Strategy for the research based advisory firm focused on Private Equity, Venture Capital & Hedge fund analysis, advising government & private entities.

Previously, Mr. Lore served as VP Finance & Analytics for Academy Mortgage directing Data and Financial Analysts managing business intelligence and financial planning and analysis. He developed and established their Financial Planning and Analysis program and contributed to improving regional profitability 12% year-over-year despite costly acquisitions, rate growth, and challenging market inventory.

Mr. Lore directed the Finance operations for the $750M Western division of BMC Stock Holdings. He managed acquisitions, business case development, and strategic planning. Mr. Lore also supported the facilitation of a $3B merger between BMC and Stock increasing profitability 15% year-over-year from 2013 to 2017.

From 2010 to 2013, Mr. Lore served as Director of Finance within Microsoft’s Rotation Program managing 40 Analysts and 15 Interns facilitating all job rotations and job placements. He successfully restructured the Rotation program with rigorous training curriculum increasing Analyst performance ramping up new roles at Microsoft and advancing careers 3x faster than peers. Mr. Lore also planned, conducted, and facilitated their leadership development training to build a bench of future leaders from a pool of outstanding students from top business programs.

Mr. Lore started his career at Microsoft as Online Services Acquisitions Finance Manager executing M&A and deal modeling encompassing Colloquis, GTECKO, ScreenTonic, AdECN, aQuantive, and Massive. He progressed to Senior Finance Manager of Online Services Finance and Strategy championing financial strategy review, planning, and targeting. Prior to his role as Director of Finance, Mr. Lore served as Group Finance Manager designing, developing, and implementing financial models and reporting for Microsoft enterprise products and services.

While launching his career, Mr. Lore served as Field Marketing Consultant for Hewlett-Packard, Senior Financial Analyst for Intel, and International Business Analysis Manager for Ancestry.com. He was educated at the Thunderbird School of Global Management and holds a Master of International Management and Master of Business Administration from Weber State University in addition to a Bachelor of Art in International Business from Brigham Young University. He serves as a Board Member and Volunteer for Kipper Foundation and Board Member and Co-founder of Stowaway Global.

Tax-Ready Confidence
Your books stay clean, accurate, and accountant-ready—no scrambling, no surprises, no last-minute panic.

Financial Clarity
Easy-to-understand reports show exactly where your money goes and how your business is really performing.

Ongoing Bookkeeping
Accurate monthly bookkeeping keeps your finances organized, predictable, and ready for smarter business decisions.

A Partner, Not Just a Bookkeeper
Ongoing support and financial insight so you can grow confidently, knowing your numbers are handled.

Clean-Up & Catch-Up
Behind on bookkeeping? We clean up past transactions and bring your finances fully up to date.

Established Business Strategy
We’ll bring our 30+ years of experience on QuickBooks. We’ll work side by side with your team getting up to speed on your current processes for a smooth transition. We’ll address any concerns you might have. Then we can address how these processes can evolve to better support your business.