Joe Donnelly is a principal with Baker Tilly. Joe is an assurance principal with experience helping clients transform audit and risk management functions through internal control and process optimization across multiple financial services organizations, including SEC-listed public companies, banks and broker-dealers.
- Environmental, social and governance leadership team
- Prepares organizations for ESG attestation readiness and subsequent sustainability attestation engagements
- Audits of public and private companies, with a focus in financial services
- Mergers and acquisitions
- Corporate governance, risk and controls
- Process improvement and implementation
- SEC and regulatory reporting and compliance
- IPOs and SPACs
- Strategic management and planning
- Technical accounting and auditing
- Certified Public Accountant (CPA)
- American Institute of Certified Public Accountants (AICPA)
- The Humane Society of the United States, animal rescue team volunteer
