Scott Phillips
Partner CPA, CIA Specializes In: Audit Financial Statement Audit Risk Management Banks Credit Unions Financial Services
While I work for a public accounting firm and my wife’s an accountant, it’s a good thing we don’t practice tax. In our family, we have birthdays on March 15, April 15, and October 15, which are significant tax filing dates.
”Scott Phillips
Partner, CPA, CIA
Experience
As a partner in the firm’s Ohio financial institutions practice, I’m responsible for the delivery of best-in-class service and providing financial statement audit and risk management services to our clients in the financial services industry. I work exclusively with publicly traded and privately held financial institutions and other financial services entities. Beyond my client-facing responsibilities, I serve as an engagement quality reviewer for a number of our firm’s financial institution audit clients.
In my role as office managing partner of our Cleveland office, I focus on growth strategies, staff and practice development, and community outreach. The depth of the personal and professional relationships with our staff, clients, and prospects is what attracted me to this career. I enjoy nurturing these relationships and watching our clients — and staff — succeed. The most rewarding part of my work is completing challenging projects with our clients and celebrating staff promotions. My team knows I’m happy to catch up over a quick lunch or a phone call because I take a keen interest in their personal and professional development.
With over two decades of experience, I regularly speak with clients and their audit committees on current topics in the financial institutions industry and the impact on their organization. I’m a member of the AICPA, the Ohio Society of CPAs, and the Institute of Internal Auditors. I received my B.A. in management from Wittenberg University and M.S. in accountancy from The Ohio State University.
Outside the office, I enjoy spending time with my family and coaching several of my children’s sports teams; in fact, I can include youth travel and recreational sports coaching to my resume. Beyond coaching, I find time to cycle and annually complete in 100-mile bike rides to support the Cleveland Clinic’s VeloSano cancer research fundraising initiative.
