History
Anna Pottle, founder of Bair Financial LLC, started her career in business valuation and financial modeling at Big Four accounting firms. She found it interesting how little information and understanding was required to value companies, with project turnaround times averaging two weeks.
Anna left the Big Four in 2011 to pursue a career in financial planning & analysis. Her modeling skills were an asset in her new role, and she quickly started to realize it was not only consultants that knew very little about company financials -- finance departments in general struggled to add the layers of analysis necessary to improve the bottom line and focused more on financial reporting activities.
Over the years, Anna was able to make positive and tangible changes to company financials through financial analysis, and found herself wanting to help more companies. In 2017, Anna created Bair Financial LLC, a financial consulting business that provides companies with detail-oriented and actionable financial models.
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Financial Consultants
FOUNDER
Anna Pottle
Anna Pottle is the President and Founder of Bair Financial LLC. Her interest in helping businesses achieve their financial goals inspired her to start Bair Financial, where she works closely with small to mid-size businesses. Anna brings with her an extensive knowledge in leading corporate finance teams, and has served as an interim Chief Financial Officer for private equity owned businesses, where she was able to make immediate and positive impacts. Anna now works directly with board members and executive leadership to provide actionable analysis, including urgent cash flow analyses and cash management, collateral rollforwards, budgeting and forecasting, financial modeling, bank reporting, and valuation services.
Anna started her career at KPMG LLP in the company’s Economic and Valuation Services group, and continued to advance at Big Four accounting firms early in her career. She prepared business valuations for financial reporting requirements, international tax restructuring and M&A advisory. She served as a financial consultant for key accounts, including Fortune 100 companies in a variety of industries, including manufacturing and distribution, healthcare, business services, financial services, software and consumer products.
Following her experience at Big Four accounting firms, Anna went on to pursue corporate finance roles where she enjoyed analyzing company financials in an effort to create meaningful recommendations. It was experiences like these that led Anna to form Bair Financial, to combine her interest in corporate finance with the ability to help clients.
Anna Pottle was raised in Southern Pines, NC and is a graduate of the University of North Carolina at Chapel Hill. Anna is an active runner, finishing her first marathon in March 2017. She also loves spending time with her family and friends, and her dog Gracie.
Education
UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL
B.S. in Business Administration; B.A. in Political Science
Activities & Affiliations
• USA Dance Ethics Committee, Member
• Leukemia & Lymphoma Society, Team in Training
• National Kidney Foundation, Volunteer
Vice president
Meredith Piper
Meredith Piper serves as Vice President of Bair Financial, LLC. In this role, she assists clients with various needs related to accounting guidance and implementation, month end close, and monthly board reporting, as well as ad hoc modeling, pricing analysis, internal controls, and process improvements. Meredith joined Bair Financial, LLC in July 2021 after stints at a big 4 accounting firm, an insurance brokerage, and a publicly traded financial institution. She brings a reputation for excellent client service, attention to detail, and high-quality work product to Bair Financial, where she looks forward to further developing its business practice.
Meredith started and spent the first seven years of her career with PricewaterhouseCoopers working in the assurance practice focusing on Financial Services clients, primarily Insurance and Asset Management from 2007 – 2014. While at PricewaterhouseCoopers, in addition to focusing on delivering excellent client service, Meredith served on Market Team Connectivity Committee from 2009 – 2014, and as the Leader of the Committee from 2012 – 2014. Additionally, Meredith was awarded the Market Team Excellence Award. Upon leaving PricewaterhouseCoopers, Meredith accepted the role as Finance Director for a previous client, AmWINS Group, Inc for a new and growing division. A relocation to Columbia, SC prompted Meredith to return to work in client service at Scott and Company LLC as a Senior Manager in the Audit and Assurance practice once again focusing on Banking and Insurance clients. Another relocation to Raleigh, NC led Meredith to her most recent position as Assistant Vice President in Corporate Finance at First Citizens Bank following her interest in the Banking and Financial Services industry. Meredith’s passion for helping banking and insurance clients is what she loves most working in finance and public accounting.
Meredith was raised primarily in Wilmington, NC and Rocky Mount, NC graduating from Rocky Mount Academy before attending the University of North Carolina at Chapel Hill. Meredith, her husband Adam and two girls, Paige and Charlotte, live in Raleigh, NC. She is involved in her daughters’ preschool and church community at White Memorial Presbyterian Church currently serving as the Vice Chair of the parent organization for the preschool and a board member for the Weekday School Committee, a sub-committee of White Memorial Presbyterian Church.
Activities & Affiliations
• White Memorial Weekday School Committee Board
Education
UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL
B.S. in Business Administration; Masters in Accountancy