Chuck is a principal with Baker Tilly’s financial services practice. He has extensive experience in providing assurance services to public companies, with a focus in the financial services, fintech and banking industries. Chuck's expertise includes internal control over financial reporting. He is a member of the Baker Tilly National office, providing support and consultations to engagement teams and clients on complex accounting, auditing and Securities and Exchange Commission (SEC) matters.
- Assurance services related to fintech and financial service companies, including mortgage companies, community banks, buy now pay later entities, broker dealers and specialty finance companies
- Public company audits, including internal control audits under Sarbanes-Oxley (SOX) and Federal Deposit Insurance Corporation Improvement Act (FDICIA) requirements
- SEC filings such as form 10-K, form 10-Q, form S-1, form S-3, form S-4, comfort letters, SEC comment letter responses, as well as corresponding inspections by the public company accounting oversight board
- Technical accounting and auditing
- Mergers and acquisitions
- American Institute of Certified Public Accountants (AICPA)
- Pennsylvania Institute of Certified Public Accounts (PICPA)
- Certified Public Accountant (CPA)
