Rick Palmer, CPA (inactive) Expertise Highly skilled professional with nearly 40 years’ experience in financial management across a range of industries. Extensive experience in transaction due diligence, business transitions and accounting systems/control procedures design. Experience Automobile Club of Southern California, VP-Audit, VP-Finance, VP & Controller First Interstate Bancorp, Senior Vice President-Finance, Vice President & Deputy […]
Daniel Park, CPA Expertise Experienced finance and accounting professional specializing in audit, technical accounting, and capital markets transactions. Expertise spans Sarbanes-Oxley, U.S. GAAP and SEC, International Financial Reporting Standards (IFRS), and International Standards on Auditing (ISA). Has led global audit engagements across multiple industries, including Technology & Software; Manufacturing, Construction & Services; Retail & Consumer
Joseph Parker, CISA Expertise Joseph has over ten years of experience providing risk management, audit, and consulting services in the financial services industry, including Fortune 100 and regional commercial banks, credit unions, investment companies, and fintech companies. Experience Grant Thorton LLP, Senior Manager – Financial Advisory Services Associations & Certifications Certified Information Systems Auditor (CISA)
Maya Prager, CPA, CFE Expertise CPA and CFE with experience spanning public accounting and industry. Managed audits at Ernst & Young for both public and private clients across pharmaceuticals, technology, and consumer products. Delivered process improvements and data-driven insights as a Financial Analyst at Allergan Aesthetics, focusing on SG&A optimization, budgeting, forecasting, and compliance. Experience
Luis Puncel, CPA Expertise Finance and accounting reporting compliance and audit readiness in both audit and corporate environments including technical accounting/revenue recognition; U.S. GAAP, SEC and PCAOB; Sarbanes-Oxley/internal controls; quality controls and training. Industry expertise includes the manufacturing, distribution, software, hardware, semiconductor and medical technology sectors. Experience Puncel Consulting Associates, President PricewaterhouseCoopers, Audit Partner, Business
William Richards, CPA Expertise All areas of business advisory services with a primary focus on governance, risk and compliance internal audit and process improvements specializing in U.S. GAAP and SEC financial reporting, Sarbanes-Oxley, internal audit, risk management/compliance, lease accounting, Bank Secrecy Act/anti-money laundering compliance, technical accounting, finance transformations and data analytics. Industry expertise includes the
Oscar Rodriguez Expertise Accounting and financial reporting manager with experience in financial reporting and analysis, assisting with acquisitions and managing SEC filings. Experience Cetera Financial Group Breitburn Energy Partners Prospect Mortgage, LLC
Christopher Royalty, CPA, CISSP Expertise All areas of IT internal auditing and risk assessment/management in both the corporate and Big Four environments specializing in U.S. GAAP, SEC and Sarbanes-Oxley; SOX internal controls; IT general controls; IT application risk; financial and procedural auditing; financial statement review; revenue recognition; contracts and inventory; and change management. Industry expertise
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Michelle Rycroft, CPA Expertise Accounting professional with vast public accounting and reporting experience on clients in the Health Care and Life Sciences industries. Experience includes initial public offerings, debt offerings, comfort letters, restatements, quarterly reviews, Sarbanes-Oxley (SOX) Section 404 projects, and the filing of documents to the SEC. Experience EY, Assurance Manager
Dimitri Sayegh, CPA Transaction Services Leader Expertise Dimitri is an expert on mergers and acquisitions, value creation, organizational design, restructurings and reorganizations. He has led a wide range of transactions including buy-side and sell-side mergers, acquisitions, divestitures, recapitalizations, and raising public/private-equity funds aggregating over $10 billion. Fluent in French and Arabic, Dimitri has planned and
Matthew Snow, CPA Expertise Executive accounting, auditing and finance professional with experience assisting companies with accounting matters, financial reporting, auditing, internal control policies and procedures, and financial analysis. Experience in leading and coordinating large and dispersed teams. Experience Ernst & Young LLP, Assurance/Audit Partner Certifications Certified Public Accountant in the state of California (CPA) Member
Leslie Stumpf, CPA, MST Expertise All areas of corporate tax reporting and compliance as a Big Four tax manager and independent consultant with extensive additional experience in accounting/reporting. Focus areas include corporate and S-corporation taxation; ASC 805-740 matters related to business combinations; ASC 740-10 issues related to complex interim and annual, domestic and international income
