At Callan Family Office, Meredith Saxon serves as a Business Operations Associate, supporting the firm’s financial and operational infrastructure. She works across vendor management, firm and client billing, financial reporting, and internal operations to help ensure that recurring processes are completed accurately, efficiently, and in accordance with the firm’s established controls.

Meredith assists with invoice processing, bill pay workflows, expense administration, billing reconciliation, and financial data management. She also supports the preparation of pro forma reporting, cash flow and expense forecasts, and year-end financial information. In addition, Meredith helps coordinate employee onboarding and offboarding, internal meetings, firm events, and other operational initiatives that contribute to the smooth day-to-day management of the firm.

Prior to joining Callan Family Office, Meredith worked as a Staff Accountant at Dabbs, Hickman, Hill & Cannon, where she prepared tax returns for individuals, partnerships, corporations, trusts, and nonprofit organizations. She also supported financial statement preparation, bookkeeping, account reconciliations, tax planning, and process improvement initiatives. Earlier in her career, Meredith held operational leadership roles with Chick-fil-A, where she managed financial reconciliations, internal audits, labor forecasting, employee training, and daily business operations.

Meredith received her Bachelor of Business Administration in Accounting, cum laude, from Georgia Southern University and is pursuing a Master of Accountancy from the university.