Leadership Overview
SAX has 5 executives leading key functions including strategy, operations, financial management, and organizational leadership.
Committed to excellence in accounting and advisory services, SAX empowers clients across real estate and healthcare sectors to navigate complex financial landscapes through innovative tax planning and technology solutions.
Committed to excellence in accounting and advisory services, SAX empowers clients across real estate and healthcare sectors to navigate complex financial landscapes through innovative tax planning and technology solutions.
Leadership Roles at SAX
Joseph Damiano - Chief Executive Officer
Joseph Damiano, the Chief Executive Officer at SAX, directs the overarching strategic vision and long-term growth trajectory of the firm. By aligning audit, tax, and consulting services with evolving market demands, the Chief Executive Officer ensures the organization maintains a competitive edge within the U.S. accounting landscape. Joseph Damiano architects high-level partnerships across the real estate and healthcare sectors, fostering deep client relationships that drive performance improvements. The Chief Executive Officer collaborates closely with the Board of Directors to refine service delivery models and expand the firm's footprint in North American markets. Through rigorous oversight of corporate governance and service quality, the Chief Executive Officer maintains the firm's reputation for excellence. This leadership role involves constant evaluation of emerging technology solutions to enhance client outcomes. Ultimately, the Chief Executive Officer secures the firm's position as a premier advisor for complex financial environments.

Mark Keeley - Chief Financial Officer & On The Financial Specialist & Board of Directors
Mark Keeley, the Chief Financial Officer & On The Financial Specialist & Board of Directors at SAX, governs the fiscal health and capital allocation strategies of the firm. By managing financial reporting and risk assessment, the Chief Financial Officer & On The Financial Specialist & Board of Directors ensures the firm remains resilient within volatile economic environments. Mark Keeley provides critical oversight on investment decisions and long-term financial planning, directly impacting the firm's ability to fund new technology solutions. The Chief Financial Officer & On The Financial Specialist & Board of Directors collaborates with the Board to evaluate market opportunities and maintain fiscal transparency. This leadership role involves analyzing complex financial data to guide strategic decision-making across all service lines. By maintaining rigorous financial controls, the Chief Financial Officer & On The Financial Specialist & Board of Directors supports the firm's expansion goals. Ultimately, the Chief Financial Officer & On The Financial Specialist & Board of Directors secures the firm's long-term financial viability.
Michael Rolls - Chief Operating Officer
Michael Rolls, the Chief Operating Officer at SAX, manages the internal infrastructure and daily operational efficiency of the firm. By optimizing workflows across audit and tax departments, the Chief Operating Officer ensures seamless service delivery for diverse clients in the nonprofit and financial services sectors. Michael Rolls implements scalable technology solutions that streamline complex financial reporting processes. The Chief Operating Officer coordinates with department heads to align resource allocation with firm-wide growth objectives. Overseeing operational performance, the Chief Operating Officer drives initiatives that improve productivity and reduce overhead costs. This role requires constant monitoring of service quality metrics to ensure compliance with industry standards. By refining internal processes, the Chief Operating Officer supports the firm's ability to handle large-scale advisory engagements. Ultimately, the Chief Operating Officer maintains the operational stability necessary for sustained growth in competitive markets.
Helena Lynch - President
Helena Lynch, the President at SAX, leads the firm's client-facing advisory initiatives and market expansion efforts. By focusing on the healthcare and nonprofit sectors, the President drives the development of specialized consulting services that address unique industry challenges. Helena Lynch architects client engagement strategies that emphasize performance improvement and regulatory compliance. The President works alongside other C-suite leaders to integrate tax planning and audit services into comprehensive client solutions. Overseeing regional market penetration, the President ensures the firm delivers consistent value across diverse geographic territories. This leadership role involves mentoring senior staff and fostering a culture of professional excellence. By identifying new service opportunities, the President expands the firm's influence in the advisory space. Ultimately, the President strengthens the firm's market position by delivering high-impact solutions that help clients navigate complex financial environments.
Michael Maddaloni - President
Michael Maddaloni, the President at SAX, directs the firm's real estate and financial services practice groups. By specializing in complex tax structures and audit requirements, the President ensures the firm provides industry-leading expertise to high-value clients. Michael Maddaloni architects growth strategies that leverage the firm's technology solutions to solve intricate financial problems. The President coordinates with the leadership team to refine service offerings and enhance client satisfaction across North American operations. Overseeing the execution of large-scale advisory projects, the President maintains high standards of technical accuracy and professional integrity. This leadership role involves driving business development efforts to capture market share in competitive sectors. By focusing on operational excellence, the President ensures the firm remains a trusted partner for complex financial needs. Ultimately, the President contributes to the firm's overall success by delivering specialized, high-quality advisory services to a diverse client base.
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