Full BIO John Baldo - Expand Leadership Team Expertise in Accounting & Auditing
Overview
John Baldo, CPA, CISA, CITP is a senior accounting and finance leader with over 25 years of experience engaging with public and private companies on complex financial, regulatory, and operational matters. He partners directly with CFOs, Controllers, and executive leadership teams to provide hands-on accounting expertise across:
- SEC & Financial Reporting
- Technical Accounting & Regulatory Matters
- SOX & Internal Control
- IT Controls
- SOC 1 & SOC 2 Initiatives
- ERP Implementations & Financial Transformations
- Other Financial & Transaction Challenges
John is engaged to lead initiatives and deliver outcomes—bringing clarity, structure, and execution to critical financial challenges.
His work spans public company environments, financial institutions, global organizations, and high-growth businesses.
Situations Where Clients Typically Engage Me
- Financial reporting challenges or filing deadlines
- Material weaknesses or internal control deficiencies
- ERP implementations affecting financial reporting
- Complex accounting or disclosure matters
- Rapid growth, acquisitions, or organizational change
- Audit preparation and regulatory coordination
Based in the greater Philadelphia area, serving clients nationwide through a flexible combination of on-site, hybrid, and remote engagement, with on-site presence aligned to key project phases and client needs.
Core Areas of Expertise
- SEC & Financial Reporting (10-K, 10-Q, Proxy Statements)
- Technical Accounting (such as ASC 606, ASC 326, ASC 842)
- SOX & Internal Controls (ICFR, COSO)
- Financial Transformation & ERP Implementations
- Audit Preparation and Cleanup & Regulatory Coordination
- Accounting Initiatives & Complex Transaction Support
- IT Controls/SOC 1 & SOC 2 Services
Representative Leadership Experience
- Provided nearly two decades of SEC reporting and regulatory compliance leadership for a public company, including financial reporting, audit coordination, tax provisions, and ICFR oversight
- Led SOX implementations and internal control initiatives for organizations ranging from $1B to over $20B in revenue, including multinational environments
- Directed implementation of ASC 606 (Revenue Recognition) and ASC 326 (CECL) in regulated banking environments
- Managed global finance coordination for ERP and other systems implementation, including Asia-Pacific operations
- Delivered internal control and technical accounting training programs across the U.S., Africa, and the Middle East
- Led SOC 1 and SOC 2 audits for SaaS and service organizations
Prior Experience
Earlier in his career, John served as an Audit Manager with PricewaterhouseCoopers (PwC), where he led large audit engagements within complex SEC-regulated environments, including financial services organizations. In 8+ years with PwC, John was engaged with approximately 100 different audit clients across multiple industries.
He also held controllership responsibilities within private industry, overseeing financial reporting, internal controls, and finance operations.
Education & Certifications
- Certified Public Accountant (CPA)
- Certified Information Systems Auditor (CISA)
- Certified Information Technology Professional (CITP)