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At the recommendation of the head of the bank’s audit committee, engaged to investigate technical accounting matters, such as impairment, OTTI and deferred taxes. Technical accounting issues investigated and recommendations documented. Accounting decisions reached were accepted by the outside accountants.

Engaged as the Interim Controller of a $100 million, private-equity-backed financial services company to improve the timeliness of and controls related to its monthly close. Company closed its books and completed its audit in half its previous time. Importantly, it did so with significantly improved controls.

Hired by a private equity firm to provide due diligence services related to the acquisition of a healthcare facility. We performed the due diligence, pointed out some issues, and the private equity firm passed on buying the company.

Engaged to improve the controls and financial reporting of an underperforming accounting and finance function of a closely-held public relations company. Changed and streamlined the accounting processes of its international reporting subsidiary, tightened controls and improved management information.

Engaged by the new CFO of a large public relations firm to perform an organizational review of his globally-based accounting and finance department. Roles and responsibilities refined, central accounting and operational processing units assessed for effectiveness, and a revised and more efficient organizational reporting structure proposed and adopted.

Provided business advisory services to investors looking to raise money to buy a community bank. Services provided included preparing financial forecasts, introductions and evaluations of investment bankers, introductions to sources of capital, determining share ownership of founders and directors, assistance with the private placement memorandum, and providing guidance to founders, board members and management team.