San Francisco, California, United States
• Prepare expert testimony reports for court proceedings and arbitrations including forensic accounting, fraud examination, business valuations, economic damages, lost wages, family law, bankruptcy, breach-of-contract disputes and general commercial litigation. • Perform business valuations using the market, asset and income (discounted cash flow) methodologies, as well as discounts for lack of marketability and lack of control. • Developed Ability to Pay Damages Reports, utilized for settlement purposes in multi-hundred million dollar corporate liability cases. • Promoted early to Supervisor.
• Key team member on clients such as Franklin Templeton, iShares by Blackrock, Amyris Inc, Legacy Partners, and SoFi. • Performed critical audit procedures on high-risk and materially significant areas including utilization of Black-Scholes, DCF and other models to value securitized loans, stock compensation expense, and real estate investments. • Collaborated cross-functionally with process assurance, tax, risk assurance, financial services and data management groups to finalize company audits. • Developed audit strategy, oversaw budgets of up to 2,000 hours, managed audit work performed by overseas team, and met hard deadlines to file 10-K and 10-Q reports.