Jason Winterburn, a principal with the financial advisory services group in Baker Tilly’s Tysons, Virginia office, has been with the firm since 2008. Jason leads professionals skilled in providing transaction advisory and due diligence services, chief financial officer (CFO) advisory and business valuations. He has transaction experience in a wide variety of industries including construction, government contracting, software and technology, business services, real estate, healthcare and private equity. Jason is skilled at financial statement analysis, financial modeling and forecasting, and interfacing with key management and financial staff.
Recent transaction experience includes:
- Sell-side transaction support and assistance for a privately held cyber security business sold to a publicly traded company
- Sell-side carve-out and sale of a division of a software and information technology (IT) services company to top tier private equity firm
- Buy-side financial due diligence related to a government contractor acquired by a $200 million and up government contractor
- Financial due diligence related to the acquisition of a general contractor for a one billion dollar general contractor
- Financial due diligence of technology business servicing department of defense to a publicly traded technology and IT services business
- Financial due diligence related to the acquisition of a United Kingdom technology company by a one billion dollar publicly traded federal contractor
- Post-merger purchase price dispute services for a large technology company, including income statement and balance sheet analysis to determine the appropriate adjustments post-closing
- Assistance with month-end close including financial analysis, process improvement and designing financial reporting packages
- Outsourced controllership duties, including financial statement close, account reconciliations, audit readiness assistance, budget and projection preparation and analysis
- Business valuations related to strategic investor requirements across a wide variety of industries
- American Institute of Certified Public Accountants (AICPA)
Location
Washington, DC
Education
Bachelor of Science in accounting with a minor in supply chain and information sciences and technology
Pennsylvania State University