Chris Annand

Christopher Annand

CFA®

Principal

+1 (978) 557 5355

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Chris is a principal in Baker Tilly’s consulting practice and a CFA® charterholder with nearly 15 years of finance, valuation, financial planning and analysis, and business consulting experience.

Chris understands the economic challenges that often plague businesses and is driven by his genuine passion to collaborate and design distinct and impactful strategies to fuel growth and build financial wealth. His background includes notable experience in financial modeling, which he often leverages to provide Baker Tilly clients with the critical information they need to make strategic decisions in event-driven scenarios and throughout various stages of the business lifecycle.

Prior to joining the firm, Chris spent several years operating in investment-related roles, where he was responsible for portfolio implementation, investment modeling, transaction services and complex portfolio and financial analysis.

  • Financial modeling and scenario analysis
  • Capital structure and cash flow optimization strategies
  • Market value assessments
  • ASC 805 purchase price allocation
  • 409A and ASC 718 stock option valuations
  • Intangible asset valuations
  • CARES Act, Taxpayer Certainty and Disaster Relief Act, and American Rescue Plan Act
  • CFA Institute
  • Boston Securities Analysts Society
  • Chartered Financial Analyst®, charterholder
  • Certification in Applied Financial Modeling, Factset

Location

Boston, MA

Education

Bachelor of Science in business studies and finance
Southern New Hampshire University (Manchester, New Hampshire)

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