Brandon Underwood, CPA, MAcc in

Brandon Underwood, CPA, MAcc

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Senior Financial Analyst at Target
📍 Greater Cleveland, United States

Brandon Underwood is the Founder and CPA of Lucerna Financial Solutions, specializing in CFO advisory and tax strategy for professional service firms. With a Masters degree from Cleveland State University, he leverages his corporate finance background from Target and JOANN to help clients improve cash flow and strengthen financial reporting.

He educates clients on the "AI Audit Era," highlighting how the IRS now uses automated tools to cross-reference data more effectively than human examiners.

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Experience
7 Years
Current Role
Senior Financial Analyst
Job Level
Leadership
Location
Greater Cleveland, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Brandon cares about

CFO Advisory
He founded his firm to provide CFO advisory, helping professional service businesses improve financial clarity, strengthen cash flow, and make informed strategic decisions.
Tax Strategy
A core focus of his practice is helping clients reduce tax exposure and navigate complex filings like S-Corp returns and estimated tax planning.
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Career

Work history

2-2022 - 2-2023
Senior Financial Analyst
Target
1-2021
Founder
Lucerna Financial Solutions
8-2019 - 2-2022
Senior Financial Analyst, Corporate Treasury
JOANN Stores
1-2017 - 8-2019
Senior Accountant
Novogradac & Company LLP
7-2015 - 1-2017
Senior Accountant
Saber Healthcare Group
In the press

Media appearances

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Education
2015 - 6-2017
Master’s Degree
Cleveland State University
2011 - 2015
Bachelor’s Degree
Ohio University
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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