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J T

@jt0

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Experienced CPA specializing in financial reporting and compliance.

United States

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What I'm looking for

I am looking for a role that challenges me and allows for professional growth, ideally in a collaborative environment focused on financial integrity and compliance.

As a Certified Public Accountant with extensive experience in financial reporting and compliance, I have successfully led teams in high-stakes environments. My role as Financial Controller at Truist Bank involved overseeing multi-billion-dollar operations, ensuring GAAP compliance, and enhancing internal controls to streamline reporting processes. I take pride in my ability to collaborate with cross-functional teams to achieve seamless project execution and maintain 100% on-time submissions.

Previously, I served as a Financial Analyst at Wells Fargo, where I provided expertise on SOX controls and managed compliance efforts that processed over 200 independence requests annually. My tenure at RSM US LLP and PwC further honed my skills in audit procedures and financial analysis, allowing me to deliver accurate SEC reporting and improve client satisfaction. I am passionate about leveraging my analytical skills to drive financial integrity and support organizational goals.

Experience

Work history, roles, and key accomplishments

Financial Controller 1

Truist Bank

Oct 2023 - Oct 2024 (1 year)

Led month-end and quarter-end close for a multi-billion-dollar LOB, ensuring GAAP-compliant journal entries, reconciliations, variance analysis, and accuracy across large datasets. Prepared and reviewed SEC filings and regulatory reports, maintaining SOX compliance and resolving complex accounting issues.

GAAP SOX Compliance Financial Reporting Internal Controls Data Analysis

Financial Analyst

Wells Fargo Bank

Jun 2020 - Oct 2023 (3 years 4 months)

Provided subject matter expertise on SOX controls, auditor independence policies, and SEC compliance. Oversaw compliance efforts, ensuring over 200+ independence requests were processed with 100% compliance annually.

SOX Controls Financial Forecasting Invoice Resolution Stakeholder Management

Senior Associate

RSM US LLP

Nov 2018 - Jan 2020 (1 year 2 months)

Led audit teams for financial services clients with assets exceeding $350 million. Performed in-depth valuation analyses for portfolio companies and SBA loan portfolios, ensuring accurate SEC reporting.

Valuation SEC Reporting

Experienced Associate

PwC - Banking & Capital Markets

Oct 2014 - Jun 2018 (3 years 8 months)

Conducted due diligence for prominent financial services clients in the banking and capital markets sector. Developed and executed comprehensive audit procedures for transfer pricing & intercompany revenues, and asset-based fees.

Due Diligence Internal Controls SOX Compliance Valuation SEC Regulations Financial Analysis

Education

Degrees, certifications, and relevant coursework

State University of New York (SUNY) at Geneseo

MS Accounting, Accounting

Completed a Master of Science in Accounting, building upon foundational knowledge in financial principles. Focused on advanced accounting practices and regulatory compliance.

State University of New York (SUNY) at Geneseo

BSc Accounting, Accounting

Earned a Bachelor of Science in Accounting, covering core accounting concepts and financial analysis. Developed a strong understanding of economic principles and business operations.