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Alison CaulfieldAC
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Alison Caulfield

@alisoncaulfield

I lead SEC reporting, technical accounting, and audit engagements for complex companies.

United States
Message

At CBIZ, I lead audit engagements for public and private companies across life sciences, biotechnology, pharmaceutical, software, manufacturing, distribution, and not-for-profit sectors. I manage teams of 3–5 professionals and work directly with Controllers, CFOs, Audit Committees, and managing directors on SEC reporting, technical accounting, and financial reporting issues.

I've built 10 years of public accounting experience across CBIZ and BBD, auditing investment companies, mutual funds, hedge funds, and growing businesses. I bring hands-on U.S. GAAP, SOX, internal controls, Forms 10-K and 10-Q, staff mentoring, and deadline-driven reporting experience.

Experience

Work history, roles, and key accomplishments

CI
Current

Assurance Manager

Sep 2024 - Present (2 years)

Lead audit engagements for a diverse portfolio of public and private companies across various industries, managing teams of 3-5 professionals and serving as the primary point of contact for client leadership. Review financial statements in accordance with U.S. GAAP and SEC requirements, research complex technical accounting matters, and mentor staff.

Education

Degrees, certifications, and relevant coursework

Susquehanna University logoSU

Susquehanna University

Bachelor of Science, Accounting

Bachelor of Science in Accounting from Susquehanna University's Sigmund Weis School of Business.

Tech stack

Software and tools used professionally

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