Karen Davis in

Karen Davis

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Owner at Green Oak Advisors
📍 Columbus, Ohio, United States

Karen Davis, CPA, is the founder of Green Oak Advisors, offering fractional CFO and accounting services. With a background from Deloitte and Amherst Partners, she specializes in financial consulting and M&A for various industries. People often describe her work as accurate and insightful. She holds a BSBA from The Ohio State University.

Outside of work, Karen is passionate about supporting women in business and attends events that promote female entrepreneurs. She also engages with her community by attending summits focused on Christian values. She enjoys networking with peers and connecting with friends at professional conferences.

Karens advisory was instrumental in helping an 86-year-old, third-generation business achieve a new level of financial success.

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Experience
31 Years
Current Role
Owner
Location
Columbus, Ohio, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Karen cares about

Fractional CFO Services
As the founder of Green Oak Advisors, this is her core business offering to companies in industries like construction, IT, and manufacturing.
M&A Advisory
Her past role as a Director at Amherst Partners included providing M&A advisory for middle-market companies looking to sell.
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Career

Work history

6-2012
Owner
Green Oak Advisors
9-2008 - 6-2011
Director
Amherst Partners, LLC
5-2006 - 6-2008
CFO
Performance Site Company
1999 - 2006
Controller
BBC&M Engineering, Inc.
1989 - 1994
Senior Accountant
Deloitte & Touche
In the press

Media appearances

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Education
1984 - 1988
BSBA
The Ohio State University Fisher College of Business
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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