Joe brings over 12 years of experience to his clients, providing accounting advisory services to public and private clients of all sizes from start-ups to Fortune 500 companies. His industry experience includes pharmaceutical and life science, medical device, technology, healthcare, retail, and software.
Joe has extensive experience in SEC Reporting, accounting policy documentation, audit support, revenue recognition (including gross-to-net), leases, collaboration arrangements, inventory, business combinations, derivatives, stock-based compensation, and impairment assessments. Joe has consistently worked side-by-side with his clients on a wide range of topics to understand the key issues and offer practical solutions based on the individual client’s needs and timing.
Before joining CFGI, Joe was a Senior Manager at PwC within the Florham Park, New Jersey, and Rochester, New York offices. During his career at PwC, he was responsible for supervising audit engagements for a variety of public and private clients, specializing in the pharmaceutical and life sciences industry. Joe graduated from St. John Fisher College, earning a Bachelor of Science in Accounting with the Highest Distinction. He is a certified public accountant in New York State and New Jersey.