Jordan brings 12 years of experience working with both public and private companies, primarily assisting those in the Financial Services industries. Jordan’s experience spans a variety of operational accounting projects and roles, system implementations, and due diligence support.
Jordan’s recent experience includes leading aspects of a client’s sell-side due diligence efforts and helping to remediate regulatory deficiencies at a publicly traded bank through the development and implementation of a variety of new processes. Jordan has been involved in multiple extended engagements where he assists in all finance-related areas, including assisting with month-end and quarter-end close, identifying inefficiencies and designing/implementing solutions, technical research, and system implementation.
Prior to joining CFGI, Jordan was a Senior Manager at KPMG, responsible for leading integrated and financial statement audits for global companies in the banking and broker-dealer industries.
Jordan has a Bachelor of Arts in Accounting from Washington and Jefferson College and is a Certified Public Accountant in New York.