Jeff is a Managing Director in CFGI’s Accounting Advisory practice, providing accounting and financial consulting services with a focus in the financial services industry and 35 years of experience.
Jeffrey’s skills include SOX compliance and internal controls; ASC 326 current expected credit losses (CECL); derivatives and complex investments securities; ASC 805 business combinations; SEC reporting/XBRL review; initial public offerings (IPO readiness and support) and S-1/f-1 filings; ASC 718 stock-based compensation; and ASC 805 business combinations. His industry experience includes financial services such as banking, asset management, mortgage banking, consumer banking, commercial real estate, and commercial lending.
At CFGI, Jeff works with financial services clients. Jeff has extensive experience working with financial institutions in driving Sox implementation and control testing, CECL implementation, and advising on valuation issues for complex investments and derivatives. He also has significant SEC and financial reporting experience across the financial services industry. Prior to joining CFGI, Jeff was a National Assurance Partner at an international accounting firm, He also served with the PCAOB, Bank of America, and was a partner at a Big 4 accounting firm. His experience has given him a wide range of experience in multiple aspects of the financial services industry that enables him to meet the accounting, control, internal audit, SEC, and financial reporting needs of any financial institution
Jeffrey has a Bachelor of Science in Accounting and a Masters of Accountancy from the University of Tennessee. He is a Certified Public Account in North Carolina.