Brian is a principal with Baker Tilly’s financial services practice. He has more than 18 years of experience providing audit and advisory services to clients in the financial services industry, in particular the insurance sector. Brian offers deep experience in technical accounting matters, SEC reporting requirements, internal control over financial reporting, finance and business process design and identification of organizational and financial risk. He has served some of the largest multinational finance and insurance corporations across the industry covering general insurance, life and retirement insurance and mortgage insurance including both the commercial and personal segments.
- Lead senior manager on large global SEC registrants overseeing global coordination of group and component audit teams and specialists and key audit areas including multilocation scoping, insurance cycles, investments, taxes, goodwill and overall financial reporting
- Led global SOX coordination efforts focusing on internal controls optimization, deficiency analysis and aggregation, remediation and development of reliance strategies regarding the use of others
- Trusted business advisor involved in the pre-implementation review and design of financial and actuarial modernization initiatives focused on providing best practices and perspectives to a multitude of clients in regard to people, processes, systems, operational and financial internal controls with an emphasis on IFRS 17 and long duration accounting changes
- Developed technical experience in the areas of Sarbanes Oxley 404 implementations, carveout audits, acquisitions and divestures, due diligence procedures and private and public debt offerings
- Reputation for embracing innovation and driving technology solutions to harvest efficiencies and promote organizational effectiveness
- Frequent presenter on accounting and regulatory hot topics presenting to C-level executives, boards of directors and audit committees
- American Institute of Certified Public Accountants (AICPA)
- Wisconsin Institute of Certified Public Accountants (WICPA)
- The New York State Society of CPAs (NYSSCPA)
- Society of Insurance Financial Management (SIFM)
- Wisconsin Insurance Accountants Conference (WIAC)
- Insurance Accounting and Systems Association (IASA)
- University of Wisconsin – Whitewater Accounting Advisory Board
- St. Jerome Parish Community Finance Council
Location
Milwaukee, WI
Education
Master of Accountancy
Bachelor of Business Administration in accounting
University of Wisconsin – Whitewater
Expertise
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