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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 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.