Heading into 2025, a good chief financial officer is crucial to the success of a business, as their role extends far beyond traditional financial oversight. That’s why the 2024 CFO of the Year Awards — presented by FEI Arizona — are more important than ever. Each day, azbigmedia.com is spotlighting a finalist for the 2024 CFO of the Year Awards. Today, meet Chad Shindel, executive vice president, chief financial officer and general partner for United Planners Financial Services of America.
Sponsors of the CFO of the Year Awards are JP Morgan Chase Commercial Bank, CBIZ, Keyser, Marsh McLennan Agency and Vaco. Honor all the finalists and network with some of Arizona’s most influential business leaders by getting your CFO of the Year tickets here.
Chad Shindel
Executive vice president, chief financial officer and general partner
United Planners Financial Services of America
Background: Prior to joining United Planners in 2017, Shindel worked as an auditor with Moss Adams and as a corporate accounting manager with STORE Capital. He graduated from Arizona State University with a fine arts degree in photography and a bachelor’s degree in accountancy and currently holds his CPA and CGMA designations.
Path to success: “I actually pursued an art degree to begin with, but as life went on, I realized it’s nice to have something that pays the bills and a job in accounting does that. I was always numbers oriented. For all practical purposes, I’d been keeping the books for my father’s business since since I was a child, so it was just a natural progression. I love numbers, I love detail and I love being meticulous. So it was the right fit for me. ”
