Sean Statz is a director with Baker Tilly’s risk advisory practice. He is a member of the financial services team and specializes in providing data analytics and financial modeling services to financial institutions. Prior to joining Baker Tilly, Sean worked for a financial institution consulting firm, specializing in M&A, CECL and other data-focused advisory services to banks and credit unions.
- More than 10 years of experience specializing in financial institutions
- Leads the data analytics initiative for the firm’s financial services team
- Develops client focused data analytic solutions to support and enhance existing client relationships
- Provides advisory services related to financial institution loan portfolios, deposit portfolios and strategic growth initiatives
- Provides CECL implementation and post-implementation support including validating CECL models
- Performs extensive modeling for financial services clients including stress testing, budgeting, CECL, and asset and liability management
- Experience with business combination accounting including balance sheet valuation and day 1 and day 2 accounting
- Chartered Financial Analyst (CFA) Institute
- Chartered Financial Analyst (CFA) Society Madison
