Area of Focus
Audit Specialty finance Fintech
Connect

Joe Kaczmarek

Partner, National Fintech Leader
Area of Focus
Audit Specialty finance Fintech
Connect

Experience

Joe Kaczmarek is an experienced RSM enterprise leader who serves as the national fintech leader and a regional specialty finance leader. As part of his roles, Joe is responsible for developing the overall strategy relating to business-critical initiatives, go-to-market strategy, key milestones, and talent development. Joe has 20 years of experience providing and supervising assurance, consulting, and risk management services to entities ranging in size from small startup companies to large international organizations. Joe also has extensive experience in transaction advisor services, working with both private equity groups and individual clients.

In his current role, Joe is an instructor for the firm’s continuing professional education programs, providing training to associates nationwide. Additionally, he speaks to financial services companies at industry association and innovation forums across the country. Joe is also a member of the committee responsible for compiling and presenting annual industry financial performance surveys for the American Financial Services Association.

Joe’s broad experience in serving fintech and transformational companies enables him to view client businesses in a strategic framework, adding value to his professional consultations. He has comprehensive knowledge of many facets of innovation due to his very active role in the industry. Joe is a proven business partner with the ability to establish meaningful professional relationships and has played an instrumental role for his clients in solving challenging issues under volatile market conditions.


Professional affiliations and designations

  • Certified public accountant
  • American Institute of Certified Public Accountants
  • Colonnade Advisors LLC Advisory Board
  • Independent Finance Association of Illinois Advisory Board
  • Eastern Illinois University Accountancy Advisory Board 

Education

  • Master of Business Administration, Eastern Illinois University
  • Bachelor of Science, accounting, Eastern Illinois University