PBO Advisory Group’s Employee Experience

The employee experience is an important element to attracting and retaining quality talent in any industry, as well as an integral part of building a strong and successful company.

At PBO Advisory Group, we place great emphasis on upholding a company culture that provides our entire team with the tools, benefits, and motivation to work hard and continue to grow, both personally and professionally.

To ensure our employees enjoy working at PBO Advisory, we provide them with a wide range of benefits including flexible work schedules, customized career opportunities, child care benefits, rewards through platforms including Bonusly, and much more.

Placing employee satisfaction at the forefront of our company culture has promoted tremendous growth, success, and overall employee retention within our team.

We recently asked our employees to share their personal experience working at PBO Advisory. Here’s what they had to say:

Matt Streeter, Business Development Manager

“Right from the beginning, it was very clear that PBO Advisory Group is made up of team-oriented professionals who understand the importance of sharing knowledge and supporting each other’s client concerns. I love that my colleagues jump in to help when I hit a roadblock and our executive team doesn’t operate like your typical corporate bureaucracy.”


Krystal David, Consulting Sr. HR Manager

“Working at PBO Advisory has been an amazing experience. I’ve been able to work a flexible schedule while doing work that is professionally challenging and satisfying. I also love working alongside a talented and supportive team.”


Rachel Allen, MA, PHR, Manager, HR Services

“Working at PBO Advisory provides excellent work-life balance while still providing an opportunity to build an exciting and engaging career. PBO Advisory’s executive management team listens to employee feedback and genuinely cares.”


Jennifer Carlyle, Controller

“Working for PBO Advisory has given me the opportunity to play to my strengths as well as grow my skill set, while also having the flexibility to work remotely with the hours I set for myself. The executive team leads by example and communicates well and often with employees. I value being part of a company that values diversity and community involvement.”


Rick Dahlseid, Consulting CFO

“The talent we employ at PBO Advisory is top-notch. Everyone that I get to work with is professional and empathetic. What initially attracted me to PBO Advisory is the flexibility provided to the employees to help create real work-life harmony. PBO Advisory takes great care of its employees and continues to invest and develop its staff. Besides working hard, we also play hard as is evidenced by an award a few years back before COVID. The support, encouragement, and appreciation I receive from my colleagues are second to none. I am grateful for the opportunity to serve alongside my fellow PBO friends and look forward to every day helping them and our clients to flourish.”


Michael LaMoureaux, Operations Manager

The past 7+ years working at PBO Advisory have provided me with a flexible work schedule, a team of talented and respectful coworkers, and an executive management team that truly cares for their employees.  It’s no surprise that the firm has been recognized as one of San Diego’s best places to work multiple years in a row.


Steve Martin, Sr. Controller

“As a Sr. Controller at PBO Advisory Group for the past 2+ years, I have had the privilege of serving numerous for-profit and nonprofit companies by providing interim and fractional CFO/controller services. PBO Advisory has assembled a great team of financial and HR professionals that help organizations maximize their scarce resources and make the world a better place. I could not have found a better place to “work hard and play hard” and finish out my 40+ year career.”


Alex Messina, Accounting Manager

Working at PBO Advisory Group has been an incredible experience. The leadership, support, and flexible schedule/remote work are just a few major perks.”



Heather Ronk, Consulting Sr. HR Generalist

“You can’t ask for a better team to work with than the one you’ll find at PBO Advisory Group. Not only does everyone have a strong work ethic, but they are also very supportive and encouraging of everyone on the team. I never feel alone in the work I am doing; I know there is always someone to turn to if I have a question or concern. I am so grateful for my time and experience here! If you have any interest in consulting, you truly can’t find a better place to do it!”


Francesca San Diego, Consulting CFO

“I am privileged to work with amazing professionals at PBO Advisory Group. Collectively, our teams are able to positively impact companies and non-profit organizations to meet their objectives. In addition to our amazing work, as a company, we enjoy having fun together and supporting each other’s commitment to achieving harmony between our professional and personal lives.”


Sonya Schakel, Sr. Accounting Manager

“Working at PBO Advisory is awesome! I create a schedule that works for me and my family, I work with people who bring me joy, and I have clients that I appreciate. I’ve been a part of PBO Advisory since the beginning and being a part of its growth is extremely special to me.”