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Expertise in Accounting, Financial Reporting, Internal Control Solutions
Representative experience demonstrating accounting leadership in complex financial operating environments:
Large Accelerated Filer Sox / Internal Controls
Public Company ERP / Financial Transformation
• 18-Year SEC Reporting & SOX Leadership Engagement
SEC Reporting / Governance
• Revenue Recognition & Credit Losses GAAP Implementations
Regional Bank Technical Accounting /Banking
• Internal Control & Reconciliation Remediation
$11B Public Bank & Trust Remediation / Regulatory
• Public Company IT Controls & Policy Implementation
IT Controls / Cybersecurity
• SOC 1 & SOC 2 Audit Leadership & Preparation
SOC Audit Execution & Readiness
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
Who I serve:
• Public companies and SEC registrants
• Private and PE-backed companies
• Financial institutions
• Technology and service organizations
• Companies undergoing transformation or rapid growth
Sound like you? Get a free consultation today.
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