A licensed CPA with nearly a decade of experience in sophisticated accounting and compliance roles, Brian is a problem solver who likes to apply logic and assess situations from different angles. He brings a breadth of financial expertise, especially in small businesses and pass-through entities. Having achieved his QuickBooks ProAdvisor certification, he works with businesses to compile GAAP-compliant financial reports, advise and manage accounts receivable and accounts payable processes, and create cash flow reports.
Brian excels at problem-solving and finding efficiencies by using technology. His demonstrated ability to significantly reduce the workload required on projects results in considerable time and cost savings. In addition to accounting and reporting skills, Brian also has compliance experience in the banking industry, where he has performed internal control design assessments and compliance testing for both Sarbanes-Oxley (SOX) and Comprehensive Capital Analysis & Review (CCAR). Rounding out his skill set, Brian is also fluent in Spanish.
Clients value Brian’s ability to diagnose problems and create solutions and efficiencies which bring value to the bottom line.
Architecture, Banking, Financial Services, Mortgage Banking, Nonprofit
Do you have a favorite app, blog, podcast, website, or publication you enjoy?
I enjoy two podcasts, Make Me Smart with Kai Ryssdal and Molly Wood by Marketplace, and Reply All by Gimlet Media.
Do you speak any languages besides English?
I speak Spanish fluently, and I studied German and Russian, but I’m a little rusty!
Where is an interesting place you have visited or an incredible view you have seen?
Tepoztlan in Mexico – there’s a pyramid at the top of a huge hill in the forest from which you can see the entire valley!