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Functioned as the Interim CFO for a B to B startup company looking to raise venture capital money. Prepared and presented business plan to investors, who invested $35 million in the company.

At the start of the audit season, a portfolio company of a private equity firm hired us to replace its CFO and its Controller. The company had a bank requirement to complete the audit and file its compliance report with the bank by the end of March. The company completed the audit and filed its… Continue reading Industry: Private Equity
Type of Service: Accounting & Finance Outsourcing, Technical Accounting, Planning & Analysis

Engaged as interim CFO of a $2.0 billion publicly-held national bank with significant credit quality issues. The bank was facing potential restatement of prior year’s financial statement reporting. Worked with the board, management team, and external auditors and determined restatement was necessary. Worked with external auditors to complete the audit, restated public filings and amended… Continue reading Industry: Financial Institutions
Type of Service: Pre-audit, Technical Accounting

Hired by a Bank that had been late in issuing its previous annual report because of delays in dealing with certain accounting issues. Provided advisory services including assisting the Bank to properly account for loan sales and other than temporary impairment, properly analyze potential goodwill impairment, and resolve certain tax accounting matters. Resolved all issues… Continue reading Industry: Financial Institutions
Type of Service: Pre-audit, Technical Accounting

Hired by a Bank to independently review its regulatory “Call” reporting process. Provided a substantial number of suggestions to improve the Bank’s process. The Bank implemented the suggested changes, and it mitigated the risk of potential criticism from regulators and the associated costs by improving the quality of the its call reporting.