Craig Jernstrom

Lead quarter-end regulatory reporting, owning Call Report and Y-9C filings, and managing additional obligations including Y-11, 9LP, and QFC schedules. Partner with finance and risk teams to ensure regulatory deliverables are accurate, complete, and submitted on time.

Served as Charlotte team lead for the Accounting Control Group within Global Banking & Markets, managing daily operations, personnel, and P&L production. Improved reporting accuracy and efficiency by establishing a new hierarchy point, transitioning monthly balance sheet/income statement reviews, and automating daily reconciliations with Alteryx and Excel macros.

Delivered assurance services for S-Corps and C-Corps with revenues ranging from $30M to $250M. Conducted employee benefit plan audits in compliance with ERISA and DOL requirements and advised clients on US GAAP transaction disclosures.

Provided attest, advisory, and tax services to international clients with U.S. subsidiary operations. Prepared individual, corporate, and partnership tax returns and developed proficiency in ProSystem fx Engagement, Tax, and FixedAsset modules.

Managed audit engagements for government and for-profit entities, including preparation of financial statements, single audit reports, and management recommendation letters. Supervised and trained staff, reviewed audit documentation, and managed client billings and realization metrics.

Progressed from associate to manager over eight years, helping establish and grow the Pittsburgh office since its 2007 launch. Led financial statement and single audits, evaluated internal controls using the COSO framework, presented findings to governing boards, and managed proposal/RFP work, engagement scheduling, and hiring.

Earned a Bachelor of Arts in Financial Accounting from the University of Pittsburgh in 2007.