Chad O'Brien, principal at Baker Tilly has been with the firm since 1995. He specializes in serving the accounting and auditing needs of manufacturing and distribution clients.

Chad O'Brien, principal at Baker Tilly, specializes in serving the accounting and auditing needs of manufacturing and distribution clients.

University of Wisconsin – Whitewater
Bachelor of Business Administration in accounting (Magna Cum Laude) Honors

Leads engagement teams to efficiently deliver quality service  and products to clients with a goal of exceeding delivery expectations

Directs and reviews management and staff work on technical projects such as forecasted and projected financial statements, employee benefit plan audits, peer reviews, regulatory filings, and internal controls analysis

Displays strong project management skills in audit, review, and compilation engagements for manufacturing and distribution entities with domestic and foreign subsidiaries

Exhibits project management knowledge and understanding with public companies in their readiness efforts surrounding Section 404 of the Sarbanes-Oxley Act of 2002, specifically related to the documentation of the internal control structure, such as, determination of key control activities, remediation of deficiencies, reporting to management and their audit firm, and logistics related to  these tasks to be conducted by our international affiliate, Baker Tilly International

Conducts firm-wide training in auditing procedures, technical standards, and manufacturing industry trends and terminology

Advises clients on buy-side and sell-side activities as a member of the Baker Tilly Transaction Advisory team, including due diligence, reverse due  diligence, purchase accounting and price allocation, integration, and  dispute resolution

Directs partners on various technical matters related to generally accepted accounting principles and generally accepted auditing standards as the Milwaukee office’s Regional Risk Leader

Wisconsin Institute of Certified Public Accountants

American Institute of Certified Public Accountants

International Financial Reporting Standards (IFRS) Certified

Waukesha County Business Alliance – Economic Development Committee

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