Tom Ulry, CPA

About Tom

An accomplished senior-level financial leader with over three decades of experience, Tom’s diverse background comes from holding numerous accounting and finance roles, including CFO, controller and senior financial analyst, throughout many different business cycles. His extensive industry knowledge stems from positions held in private industry, with a nonprofit organization, and with publicly held companies, including Fortune 100 and Fortune 500 banks and a Fortune 500 power company.

A process improvement innovator with high-level analytical, problem solving and technical skills, Tom has a proven ability to streamline operations, cut costs, improve accounting processes, and increase corporate profitability. His previous accomplishments include saving hundreds of thousands of dollars by performing an in-depth analysis and then executing a comprehensive plan to consolidate remote business locations and identifying improper vendor sales tax charges. He also significantly increased net income by auditing insurance company reimbursements.

Tom capably provides timely and accurate financial reporting, including key performance indicator reports on productivity and quality benchmarks, performs comprehensive compliance reviews to determine procedural alignment with internal controls, and utilizes technology solutions to automate financial processes. He is proficient in periodic closings, cost accounting, budgeting, forecasting, variance analysis, treasury management, benefits administration and payroll.

A skillful relationship builder with stakeholders inside and outside an organization, Tom is comfortable supervising and training employees, collaborating with company leaders to identify and implement cost-saving opportunities, managing banking relationships, and coordinating annual audits while being the primary contact with external accountants and auditors.

Clients appreciate Tom’s results-oriented approach and ability to help them achieve financial and operational efficiencies across their businesses.

Tom Ulry

Tom Ulry

Industry Experience

Banking, Distribution, Healthcare, Manufacturing, Nonprofit, Utility, Wholesale


  • Defiance College, Bachelor of Science, Accounting
  • Franklin University, Bachelor of Science, Management Information Science


  • CPA – Certified Public Accountant – Ohio

On a Lighter Note

What is one of your proudest accomplishments?
I passed all parts of the CPA exam on my first attempt.

Where is an exciting place you have visited or an incredible view you have seen?
In 2022, I completed a rim-to-rim hike at the Grand Canyon with my daughter. The views were spectacular, and the temperatures ranged from 45 degrees at the top of the North Rim to over 100 degrees near the bottom.

Have you ever participated in a physically or mentally challenging activity?
I ran the Columbus Marathon and completed a half triathlon two years in a row – in 2016 and 2017.