Mark E. Flanagan

CPA, CFP, Partner

5000 Executive Parkway, Suite 400

San Ramon, California 94583

Phone:925.277.9100
Fax:925.277.9552
Email:mflanagan@lindquistcpa.com

Mark Flanagan is known for his financial expertise and he has always had an affinity for numbers. Having spent his career in public accounting as well as in the public sector at investment management firms, Mark has experience on both sides of the table. But there’s more to Mark than crunching numbers; he is an avid sports fan and loves the outdoors. 

Return to Public Accounting and Lindquist

Mark has spent his career in public accounting and was formerly part of the Lindquist team. He advanced from staff auditor to partner in eight years before transitioning to the public sector at investment management firms as Chief Financial Officer, Managing Director, and Director of Business Operations.

After more than a decade in investment management, Mark found that he couldn’t stay away from his true calling and first love: public accounting. What better place to see his potential come to fruition than at the firm where it all began—Lindquist LLP.

Mark says, “I’m glad to be back, not only in professional services, but also as a partner at Lindquist. It’s great to see both familiar faces as well as a lot of new ones.” 

Areas of Expertise  

Mark specializes in audit and accounting services for employee benefit plans, labor organizations and not-for-profit entities. He is highly experienced in finance, compensation/benefits, internal controls, strategy and organizational design. Mark has led projects focusing on compensation and benefits analysis, evaluation of internal controls, capital expenditures and departmental reorganizations. 

Mark brings with him more than 25 years of experience in both public accounting and investment management. Mark has a deep knowledge of both the accounting and financial industries and their inner workings. He brings with him a wealth of experience to not only help businesses succeed, but thrive in the complex world and regulatory environment in which we live.

A Man of the People

Mark is down-to-earth, has a great sense of humor, and enjoys working with his clients. He has a way of making those around him feel at ease. One of the most rewarding aspects of his job is providing high-quality, professional services to his clients.

“Our clients need us to provide audit and accounting services in order to keep them in compliance. By us doing our job to our fullest potential, it allows them to do their job and serve their participants/members to the best of their abilities,” Mark says.

Our clients need us to provide audit and accounting services in order to keep them in compliance. By us doing our job to our fullest potential, it allows them to do their job and serve their participants/ members to the best of their abilities.

Mark is a California native, who fell in love with the city of Chicago. In his spare time, you can find Mark cheering on his favorite sports teams, playing the guitar or spending time outside: golfing, mountain biking or fly fishing. 

Education

B.A., Economics, University of California, Davis

MBA, Strategic Management, The University of Chicago – Booth School of Business
 

Professional Memberships and Activities

  • American Institute of Certified Public Accountants
  • California Society of Certified Public Accountants 
  • Illinois CPA Society
  • International Foundation of Employee Benefit Plans
  • Financial Planning Association