An exceptionally versatile business professional with a vast array of financial and technology skills, Jeremy competently combines his CPA credential with 15+ years of hands-on and supervisory experiences to provide clients with trusted fiscal insights, reliable accounting information, and innovative systems solutions.
Beginning his career with Big Four professional services firm Deloitte, Jeremy is experienced serving clients from mid-sized private companies to large SEC companies. As an audit manager, he planned and led engagements to successful completion while simultaneously supervising local and international audit engagement teams.
Jeremy’s strong auditing background is the basis for his proficiency in performing internal controls testing, acting as a liaison with audit committees and internal and external auditors, and providing technical expertise on complex accounting issues to accounting personnel and senior executives.
His in-depth knowledge of mergers and acquisitions, consolidations, segment reorganizations, specialty lines-of-business, profit-and-cost centers, and inventory accounting comes from corporate finance management positions held with a top-ranked Fortune 500 worldwide healthcare services and products company.
With a deep understanding of the entire systems lifecycle, Jeremy embraces learning about emerging technologies such as blockchain and implementing small-to-large scale accounting software solutions ranging from QuickBooks Online to enterprise resource planning systems. Additionally, he has been a member of an award-winning team recognized for their cloud-based, global, consolidation and reporting software implementation.
Jeremy is highly regarded on all client engagements, as business leaders value his strong work ethic and diverse skill set.
Automotive, Banking, Brokerage, Consumer Products, Credit Unions, Financial Services, Healthcare, Hospitality, Information Technology, Manufacturing, Nonprofit, Restaurant, Retail, Utility
Have you visited an excellent museum you would recommend to others?
Yes, the Space Center Houston. It’s a Smithsonian Affiliate museum and the official visitor center of the NASA Johnson Space Center.
What do you enjoy doing in your spare time?
I enjoy all kinds of outdoor activities, such as the 5k race I recently completed, but the activities I enjoy the most are the ones I share with my wife and kids. We especially enjoy hiking, canoeing, running, and biking together.
Have any of your vacations created favorite memories for you?
My family traveled across the southwest United States in our ’79 Airstream. The camping was great, especially at the Grand Canyon and on the beach in San Diego, and our family has a lot of terrific memories of hiking and sitting around campfires.