Senior Capital Markets Advisory Associate Candidates Sample Search Report

100%

A* Z**

PwC Deals Partner

Miami, Florida, United States 15 years 2 months

This profile is an excellent fit, showing direct progression through Senior Associate to Director in PwC's Capital Markets and Accounting Advisory Services. PwC Deals Partner → Director at PwC CMAAS → Manager → Senior Associate at PwC. Excellent.

LinkedIn Email Phone

Work Experience

PwC

Senior Associate - Transaction Services · 1 year 1 month

PwC

Director, PwC Capital Markets and Accounting Advisory Services · 7 years 4 months

PwC

Senior Associate - Asset Management · 3 years 10 months

PwC

Manager, Transaction Services - Capital Markets and Accounting Advisory Services (CMAAS) · 3 years 2 months

+ 1 more positions

Qualification Criteria 5 met

SEC reporting

Big 4 experience

Technical accounting

Senior Associate level

Capital Markets Advisory

5+ years public accounting

Skills & Expertise

director capital accounting management capital markets asset management

100%

P H

PwC Deals Manager

United States 8 years 3 months

Excellent fit - this person is currently a Manager in Capital Markets Accounting Advisory Service at PwC, reporting experience is implied by the advisory role, and has years of Big 4 experience post CPA. PwC CMAAS Associate/Senior Assoc/Manager (5+ yrs). Excellent.

LinkedIn Email Phone

Work Experience

PwC

Capital Markets Accounting Advisory Service Associate · 1 year 10 months

Koster, Brady & Nagler

Junior Paralegal/Office Assistant · 2 years 3 months

PwC

Capital Markets Accounting Advisory Service Manager · 1 year 4 months

Davey Stone Limited

Property Management Intern · 2 months

+ 1 more positions

Qualification Criteria 6 met

SEC reporting

Big 4 experience

Technical accounting

Senior Associate level

Capital Markets Advisory

5+ years public accounting

Skills & Expertise

capital markets legal research property management market research real estate capital accounting attorneys legal research projects property +2 more

95%

M** L

Director, Deals at PwC

San Francisco, California, United States 13 years 8 months

Excellent fit as this candidate is a Director in PwC's Capital Markets & Accounting Advisory Services group, hitting all key areas like Capital Markets Advisory, Big 4, Technical Accounting, and substantial public accounting experience. Director level is senior to target. Ex-PwC Audit → PwC CMAAS Manager/Senior Manager/Director, 13+ years experience. Excellent.

LinkedIn Email Phone

Work Experience

Bike Rally 2011

Co-chairperson · 1 year

PwC Singapore

Associate, Financial Services Assurance · 2 years

PwC

Senior Associate, Financial Services Assurance · 1 year 9 months

PwC Singapore

Senior Associate, Financial Services Assurance · 1 year 2 months

+ 6 more positions

Qualification Criteria 5 met

SEC reporting

Big 4 experience

Technical accounting

Senior Associate level

Capital Markets Advisory

5+ years public accounting

Skills & Expertise

director capital accounting derivatives hedging ipo audit commercial accountants rally avid assurance +7 more

95%

R T

CPA | Accounting and Finance Leader

Irvine, California, United States 22 years 8 months

Excellent background in capital markets advisory, technical accounting, and SEC reporting, with significant Big 4 senior management experience, though currently at Director level outside the Big 4. Ex-EY (Associate Director) → Deloitte (Senior Manager, National Office Securities Services) → CFGI (Director, Accounting Advisory). Excellent.

LinkedIn Email Phone

Work Experience

Self-employed

Independent Contractor · 2 years 11 months

Deloitte

Senior Manager - Audit & Assurance · 12 years 9 months

EY

Associate Director · 4 years 8 months

CFGI

Director, Accounting Advisory · 2 years 8 months

Qualification Criteria 5 met, 1 not

SEC reporting

Big 4 experience

Technical accounting

Senior Associate level

Capital Markets Advisory

5+ years public accounting

Skills & Expertise

financial reporting capital markets business transformation corporate tax private equity accounting reporting capital securities compliance ipo readiness +8 more

95%

Y* X*

Deals Senior Associate - CMAAS

Philadelphia, Pennsylvania, United States 11 years 9 months

This professional has highly relevant experience in CMAAS and technical accounting including SEC reporting, clearly meeting most criteria from public accounting experience. Current/recent role is Senior Associate at PwC in Deals/CMAAS (Capital Markets Accounting Advisory Services). Big 4 Audit Manager/Senior Associate (6+ years) → CMAAS Senior Associate (1+ yr). Excellent.

LinkedIn Email Phone

Work Experience

BDO USA, LLP

Senior Assurance Associate · 3 years 9 months

PennEngineering®

Selected Accounting Intern · 3 months

PwC

Deals- Capital Markets Accounting Advisory Services - Senior Associate · 1 year 8 months

Chang Hwa Commercial Bank, Ltd New York Branch

Financial Analyst/Loan Officer · 1 year

+ 5 more positions

Qualification Criteria 6 met

SEC reporting

Big 4 experience

Technical accounting

Senior Associate level

Capital Markets Advisory

5+ years public accounting

Skills & Expertise

mortgage banking mutual funds financial reporting jd edwards capital markets investment management accounting mortgage banking reporting assurance budget +7 more

95%

L* Y

Senior Manager - Financial Accounting Advisory Services at EY

San Francisco, California, United States 15 years 1 month

Excellent fit, a Senior Manager in FAAS at EY with direct experience in technical accounting, SEC reporting compliance, and advisory related to debt offerings and SPACs. Experience: EY FAAS Senior (rotating) → Manager (2.7 yrs) → Senior Manager at EY → Senior Manager at Rippling (Policies/Tech Acct). Strong.

LinkedIn Email Phone

Work Experience

EY

Financial Accounting Advisory Services Manager · 2 years 7 months

Rippling

Senior Manager, Policies and Technical Accounting

NASA

Office of the Chief Financial Officer Intern · 3 months

EY

National Assurance Researcher · 1 year 1 month

+ 6 more positions

Qualification Criteria 5 met, 1 not

SEC reporting

Big 4 experience

Technical accounting

Senior Associate level

Capital Markets Advisory

5+ years public accounting

Skills & Expertise

financial accounting sec filings risk assessment sox 404 us gaap financial reporting client service climate change design development accounting assurance research +8 more

95%

C** F

Deals Manager at PwC

Charlotte, North Carolina, United States 15 years 7 months

This candidate profile is an almost direct hit, showing direct experience in Capital Markets and Accounting Advisory Services (CMAAS) at PwC, and they are a CPA with relevant Big 4 tenure, placing them at a level that corresponds well to Senior/Manager. PwC CMAAS Senior Associate/Manager (approx 5 years in group). Excellent.

LinkedIn Email Phone

Work Experience

PwC

CMAAS Intern · 3 months

PwC

Capital Markets & Accounting Advisory (CMAAS) Associate · 1 year 10 months

PwC

Capital Markets and Accounting Advisory (CMAAS) Senior Associate · 3 years 3 months

PwC

Capital Markets and Accounting Advisory (CMAAS) Manager

+ 4 more positions

Qualification Criteria 4 met

SEC reporting

Big 4 experience

Technical accounting

Senior Associate level

Capital Markets Advisory

5+ years public accounting

Skills & Expertise

capital accounting teaching management msa capital markets

95%

N N

VP, Director of Accounting Policy and Reporting at BrightSphere Investment Group

Boston, Massachusetts, United States 22 years 6 months

Excellent fit, possessing Big 4 audit experience combined with extensive recent Director/VP level experience focusing heavily on SEC reporting and accounting policy (technical accounting). Deloitte Audit Manager → Acadian/BrightSphere VP/Director; Audit Manager at Deloitte (2.5yr) + Audit Senior at EY (4yr). Strong blend of audit/policy/reporting experience. Excellent.

LinkedIn Email Phone

Work Experience

Acadian Asset Management Inc.

VP, Director of Accounting Policy and Reporting

Acadian Asset Management Inc.

AVP, Accounting Policy Manager

Deloitte

Audit Senior · 1 year 10 months

Ernst & Young

Audit Senior · 4 years 1 month

+ 5 more positions

Qualification Criteria 4 met, 1 not

SEC reporting

Big 4 experience

Technical accounting

Senior Associate level

Capital Markets Advisory

5+ years public accounting

Skills & Expertise

finance reporting gaap director accounting audit us gaap

95%

G L

PwC Senior Associate - Capital Markets Accounting Advisory Services (CMAAS)

United States 12 years 7 months

This person is currently operating senior-level in a highly relevant advisory role with extensive public accounting background. PwC Senior Associate (CMAAS) → Deals Manager (CMAAS) at PwC, 12+ years total experience, started in Assurance at PwC. Excellent.

LinkedIn Email Phone

Work Experience

PwC

Deals Manager - Capital Markets Accounting Advisory Services (CMAAS)

On-Ramp Wireless, Inc.

Intern · 4 months

PwC

Assurance Intern · 3 months

PwC

Deals Senior Associate - Capital Markets Accounting Advisory Services (CMAAS)

+ 2 more positions

Qualification Criteria 6 met

SEC reporting

Big 4 experience

Technical accounting

Senior Associate level

Capital Markets Advisory

5+ years public accounting

Skills & Expertise

capital markets financial reporting capital raising us gaap joint ventures revenue recognition financial statements life sciences capital accounting reporting debt +8 more

95%

A* F**

Senior Associate at PwC Deals

Los Angeles, California, United States 7 years 9 months

This candidate is currently a Senior Associate at PwC in CMAAS, directly aligning with Capital Markets Advisory, SEC reporting, and providing a clear Big 4 background, although current total public accounting tenure is unclear. PwC CMAAS Associate → Senior Associate → Manager (internal promotion/shift). Excellent.

LinkedIn Email Phone

Work Experience

PwC

Manager | Capital Markets & Accounting Advisory Services

PwC

Senior Associate | Capital Markets & Accounting Advisory Services (CMAAS)

PwC

Deals Associate | Capital Markets & Accounting Advisory Services · 1 year 3 months

University of Southern California - Leventhal School of Accounting

Instructional Aide · 1 year 5 months

+ 3 more positions

Qualification Criteria 5 met

SEC reporting

Big 4 experience

Technical accounting

Senior Associate level

Capital Markets Advisory

5+ years public accounting

Skills & Expertise

capital markets financial reporting cpa leadership workshops capital accounting reporting research

95%

A M

Partner, PwC Deals | Specializing in complex accounting, financial reporting, & SEC reporting matters arising from deals & other transformative events (M&A, IPOs, financings, accounting change)

Washington, District of Columbia, United States 15 years 4 months

This individual possesses extremely strong experience matching all core technical requirements, including SEC reporting, technical accounting deep dives, and capital markets advisory, backed by Big 4 and SEC regulatory experience. PwC Partner Deals → Regulator at SEC (15+ yrs total). Excellent.

LinkedIn Email Phone

Work Experience

U.S. Securities and Exchange Commission

Professional Accounting Fellow, Office of the Chief Accountant · 2 years

PwC

Partner, PwC's National Office – Accounting & SEC Services Group · 1 year

PwC

Director, PwC Deals – Capital Markets & Accounting Advisory Services (CMAAS) · 11 years 2 months

PwC

Partner, PwC Deals | Capital Markets & Accounting Advisory Services (CMAAS) · 1 year 5 months

Qualification Criteria 5 met

SEC reporting

Big 4 experience

Technical accounting

Senior Associate level

Capital Markets Advisory

5+ years public accounting

Skills & Expertise

accounting reporting mergers acquisitions divestitures capital gaap securities commercial technology aerospace defense +5 more

95%

H D

Deals Director, Capital Markets and Accounting Advisory Services (CMAAS) at PwC

Nashville, Tennessee, United States 14 years 11 months

This candidate is an excellent match, currently a Director in Capital Markets and Accounting Advisory Services (CMAAS) at PwC, which directly hits Capital Markets Advisory, Big 4 experience, and implies heavy SEC/Technical Accounting exposure through that consulting vertical. Ex-Deloitte Audit → PwC CMAAS (various levels up to Director). Excellent.

LinkedIn Email Phone

Work Experience

Henning Strouse Jordan & Stephens

Accounting Intern · 1 year 4 months

Crowe Horwath LLP

Audit Intern · 4 months

Deloitte

Audit Intern · 3 months

PwC

Deals Director, Capital Markets and Accounting Advisory Services (CMAAS)

+ 6 more positions

Qualification Criteria 3 met, 1 not

SEC reporting

Big 4 experience

Technical accounting

Senior Associate level

Capital Markets Advisory

5+ years public accounting

Skills & Expertise

director capital accounting audit regulations gaap manufacturing technology telecommunications projects responsible engagement +8 more

95%

C S

Director at PwC

Philadelphia, Pennsylvania, United States 14 years 3 months

This candidate has extensive experience matching all aspects: Big 4 (Deloitte/PwC), Capital Markets Accounting & Advisory Services, SEC/Financial Reporting, and Technical Accounting expertise, though they are currently a Director. Ex-Deloitte Audit Senior → PwC CMAAS Sr Assoc → Manager → Director, specialized in complex accounting/capital market transactions/SEC reporting. Strong.

LinkedIn Email Phone

Work Experience

Deloitte & Touche LLP

Staff - Audit & Enterprise Risk Services · 2 years

PwC

Director

Deloitte & Touche LLP

Senior - Audit and Enterprise Risk Services · 1 year 2 months

PwC

Senior Associate · 1 year 9 months

+ 2 more positions

Qualification Criteria 5 met

SEC reporting

Big 4 experience

Technical accounting

Senior Associate level

Capital Markets Advisory

5+ years public accounting

Skills & Expertise

accounting reporting capital mergers acquisitions divestitures debt gaap audit compliance analysis cpa +8 more

95%

N* H**

Senior Associate Advisory, Deals, Capital Markets Accounting Advisory Services (CMAAS) at PwC

Churchton, Maryland, United States 10 years 8 months

This candidate is a direct hit, working in CMAAS after significant audit experience, including Big 4 and meeting the public accounting tenure. PwC CMAAS Manager → Senior Associate/Manager. 10 yrs exp.

LinkedIn Email Phone

Work Experience

PwC

Senior Associate Advisory, Deals, Capital Markets Accounting Advisory Services (CMAAS)

PwC

Manager in Advisory, Deals, Capital Markets Accounting Advisory Services (CMAAS)

East Carolina University - College of Business

Graduate Assistant · 1 year

KPMG US

Audit Associate · 1 year 9 months

+ 6 more positions

Qualification Criteria 5 met

SEC reporting

Big 4 experience

Technical accounting

Senior Associate level

Capital Markets Advisory

5+ years public accounting

Skills & Expertise

capital accounting audit capital markets

95%

R P

Deals Senior Manager - Capital Markets and Accounting Advisory Services at PwC

Marietta, Georgia, United States 14 years 2 months

Excellent fit, currently in a Senior Manager role encompassing Capital Markets and Accounting Advisory, with substantial Big 4 experience and advisory scope. PwC Senior Manager Deals → Dimension Energy Sr Manager Technical Accounting → PwC Assurance/Deals Sr Manager | 14 years experience. Excellent.

LinkedIn Email Phone

Work Experience

PwC

Deals Senior Manager - Capital Markets and Accounting Advisory Services

Dimension Energy

Senior Manager of Technical Accounting

Dimension Renewable Energy

Senior Manager of Technical Accounting

Division of Animal Resources, Emory University

Assistant to Financial Accountant · 4 years 1 month

+ 3 more positions

Qualification Criteria 4 met, 1 not

SEC reporting

Big 4 experience

Technical accounting

Senior Associate level

Capital Markets Advisory

5+ years public accounting

Skills & Expertise

accounting capital spreadsheets assurance reporting analysis p sales management capital markets data entry financial reporting +1 more

95%

A** L*

Director Transaction Advisory Services at RSM US LLP

Baltimore, Maryland, United States 16 years 9 months

Excellent foundational skills: Big 4 experience (KPMG Audit/Deal Advisory), relevant public accounting duration, and public company reporting knowledge (SEC reporting experience), but the current role is Director in TAS, slightly above target level. KPMG Audit Senior Assoc (3.5 yrs) → KPMG Deal Advisory (1 yr) → RSM Director (TAS). Strong.

LinkedIn Email Phone

Work Experience

KPMG

Senior Audit Associate · 3 years 6 months

KPMG

Audit Associate · 2 years

DecisionPoint Technologies

Controller

KPMG

Senior Associate, Deal Advisory · 11 months

+ 4 more positions

Qualification Criteria 3 met, 1 not

SEC reporting

Big 4 experience

Technical accounting

Senior Associate level

Capital Markets Advisory

5+ years public accounting

Skills & Expertise

entrepreneur analysis assurance audit communications manufacturing consulting education erisa reporting engagement accounting +8 more

95%

K* B**

Deals Managing Director at PwC

Chicago, Illinois, United States 19 years 3 months

This Managing Director has strong, directly relevant experience in Capital Markets and Accounting Advisory, likely within a Big 4 context, and their progression suggests management/director level experience which often surpasses Senior Associate scope. MD at PwC → PwC Deals MD, 19+ years experience, PwC Capital Markets and Accounting Advisory experience noted. Excellent.

LinkedIn Email Phone

Work Experience

PwC

Capital Markets and Accounting Advisory Manager · 1 year 10 months

PwC

Managing Director

PwC

Capital Markets and Accounting Advisory Director · 5 years 1 month

PwC

Partner

+ 2 more positions

Qualification Criteria 4 met

SEC reporting

Big 4 experience

Technical accounting

Senior Associate level

Capital Markets Advisory

5+ years public accounting

Skills & Expertise

capital markets capital accounting director

93%

K B**

Senior Manager, Technical Accounting

San Francisco, California, United States 16 years 9 months

Excellent fit for the technical accounting requirements, coming from advisory roles focused on IPOs (related to capital markets) and technical consultations, with prior Big 4 experience. Ex-Deloitte M&A → CFGI/Connor Group Senior Manager (Technical Accounting). Excellent.

LinkedIn Email Phone

Work Experience

CFGI

Senior Manager, Accounting Advisory · 2 years 1 month

Deloitte

Manager, M&A Transaction Services · 1 year

PwC

Senior Auditor · 2 years 1 month

EY

Senior Auditor · 2 years

+ 4 more positions

Qualification Criteria 4 met, 1 not

SEC reporting

Big 4 experience

Technical accounting

Senior Associate level

Capital Markets Advisory

5+ years public accounting

Skills & Expertise

accounting software gaap ifrs projects ipo debt bloomberg valuation investments audit design +8 more

90%

A** C*

Senior Manager - Technical Accounting

Santa Clara, California, United States 14 years 9 months

Excellent fit for SEC reporting, Technical Accounting, and Big 4 experience, being a Senior Manager at Big 4s and explicitly mentioning GAAP/SEC/SOX proficiency and Senior Associate roles within Big 4 firms. Lacks explicit Capital Markets Advisory title but covers core skills. KPMG (Sr Associate 1.9yr + Mgr 2.4yr + Sr Mgr 2.2yr) → PwC (Sr Associate 1.1yr) → Grant Thornton (Sr Audit Mgr) → Current Sr Mgr Technical Accounting. Excellent.

LinkedIn Email Phone

Work Experience

SOAProjects, Inc

Senior Manager

KPMG US

Audit Manager · 2 years 4 months

KPMG Singapore

Assistant Manager · 4 years 2 months

Grove Collaborative

Sr Manager Technical Accounting and Financial Reporting · 1 year 5 months

+ 4 more positions

Qualification Criteria 5 met, 1 not

SEC reporting

Big 4 experience

Technical accounting

Senior Associate level

Capital Markets Advisory

5+ years public accounting

Skills & Expertise

accounting gaap ifrs technology hiking cooking painting audit reporting us gaap life sciences best practices +1 more

90%

W S

Senior Associate Economic & Valuation Services

New York City Metropolitan Area, United States 13 years 3 months

This profile shows direct experience leading engagements for financial service clients within a Big Four advisory context, hitting most technical and experience requirements, though Senior Associate level is slightly obscured by current VP title, the past roles align well. Ex-KPMG Advisory/Valuation (4+ yrs Big 4) → Blackstone AVP, 4+ yr Big 4 advisory experience noted. Excellent.

LinkedIn Email Phone

Work Experience

KPMG US

Senior Associate Advisory

KPMG US

Manager

Navesink Country Club

Caddy · 5 years 1 month

KPMG US

Senior Associate Economic & Valuation Services

+ 3 more positions

Qualification Criteria 5 met

SEC reporting

Big 4 experience

Technical accounting

Senior Associate level

Capital Markets Advisory

5+ years public accounting

Skills & Expertise

client service analytical skills presentation skills business administration international business mutual funds asset management financial reporting private equity hedge funds valuation accounting +8 more

90%

P F

Director - Capital Markets & Accounting Advisory Services

Philadelphia, Pennsylvania, United States 17 years 11 months

Excellent profile showing progression through Senior Associate level at PwC up to Director in Capital Markets & Accounting Advisory Services, covering the core functional areas implicitly through the role title. PwC (Associate/Sr Assoc → Manager → Sr Mgr → Director). Strong.

LinkedIn Email Phone

Work Experience

PricewaterhouseCoopers

Associate/Senior Associate · 5 years 10 months

PwC

Manager · 3 years

PwC

Senior Manager · 1 year 3 months

PwC

Director · 8 years 2 months

Qualification Criteria 4 met

SEC reporting

Big 4 experience

Technical accounting

Senior Associate level

Capital Markets Advisory

5+ years public accounting

Skills & Expertise

director

90%

R H

VP, Accounting, Financial Reporting and Governance

Cedarburg, Wisconsin, United States 19 years 4 months

This candidate has extensive Big 4 experience, including roles that explicitly mention SEC reporting and US GAAP skills, fitting the technical requirements, though the most recent title is VP. Assurance Director at PwC (15yr total including 2yr National Office) → VP at Johnson Controls. Strong.

LinkedIn Email Phone

Work Experience

Johnson Controls

VP, Accounting, Financial Reporting and Governance

PwC

Assurance Senior Manager · 12 years 11 months

PwC

Assurance Director · 2 years 7 months

Johnson Controls

VP, Internal Audit

+ 1 more positions

Qualification Criteria 4 met, 1 not

SEC reporting

Big 4 experience

Technical accounting

Senior Associate level

Capital Markets Advisory

5+ years public accounting

Skills & Expertise

assurance director gaap reporting management audit acquisitions divestitures auditing consulting engagement training +8 more

90%

A* B**

Senior Manager - Deals (Capital Markets and Accounting Advisory Services) at PwC

Washington, District of Columbia, United States 10 years 3 months

This candidate has significant prior experience in the exact role including Senior Associate level at a Big 4 firm, though currently Senior Manager/Director. PwC Deals/CMAAS experience → Senior Manager (current position description); extensive background in CMAAS suggests strong advisory, technical accounting, and often SEC reporting exposure; 10+ years total experience, including 3.1 years as Sr Associate at PwC Deals.

LinkedIn Email Phone

Work Experience

PwC

Associate - Deals Practice (CMAAS) · 1 year 10 months

PwC

Director

PwC

Senior Manager - Deals (CMAAS)

PwC

Manager - Deals Practice (CMAAS) · 2 years 1 month

+ 2 more positions

Qualification Criteria 6 met

SEC reporting

Big 4 experience

Technical accounting

Senior Associate level

Capital Markets Advisory

5+ years public accounting

Skills & Expertise

capital bankruptcy compliance leasing director accounting divestitures restructuring capital raising capital markets

90%

V C

Accounting Research and SEC Reporting

United States 18 years 10 months

Strong background encompassing SEC reporting, leading technical accounting projects, and experience as a Senior Associate at Big 4, although current role is Director level. Ex-KPMG Senior Associate (5yr) → Director/VP roles.

LinkedIn Email Phone

Work Experience

CIT

Vice President Of Accounting · 6 years

Dun & Bradstreet

Director, Technical Accounting · 5 years

KPMG US

Senior Associate · 5 years

MetLife

Accounting Manager · 2 years

Qualification Criteria 4 met, 2 not

SEC reporting

Big 4 experience

Technical accounting

Senior Associate level

Capital Markets Advisory

5+ years public accounting

Skills & Expertise

us gaap process improvement business transactions cpa finance automation accounting research projects gaap ifrs purchase +1 more

90%

K T

Senior Associate, Capital Markets & Accounting Advisory at Alvarez & Marsal

New York, New York, United States 10 years 5 months

This person has relevant Capital Markets Advisory experience at PwC and meets the public accounting tenure and level requirements, though current role is at a different firm (A&M). PwC Assurance (2 yr) + PwC Deals (0.6 yr) + A&M Transaction Advisory (current, no duration specified but senior level). Senior Associate level confirmed by current title/level. Strong.

LinkedIn Email Phone

Work Experience

PwC

Assurance Associate - Banking & Capital Markets · 2 years 10 months

Alvarez & Marsal

Manager, Accounting & Financial Reporting Solutions (CFO Services)

Alvarez & Marsal

Transaction Advisory Senior Associate

FosterCo LLC

Accounting Intern · 4 months

+ 5 more positions

Qualification Criteria 4 met, 2 not

SEC reporting

Big 4 experience

Technical accounting

Senior Associate level

Capital Markets Advisory

5+ years public accounting

Skills & Expertise

capital markets financial reporting assurance banking capital accounting reporting management

90%

J M

CPA

Atlanta, Georgia, United States 13 years 8 months

Excellent alignment with Capital Markets Advisory, Technical Accounting, and Big 4 (PwC Mexico) experience, meeting the 5+ years public accounting requirement, though the level is slightly varied. Senior Associate at PwC Mexico CMAAS (3y 8mo) → Manager at RSM (8 mo) → Senior Associate at Credigy, 13.8 years total. Strong.

LinkedIn Email Phone

Work Experience

PwC México

Senior Associate - Capital Markets and Accounting Advisory Services · 6 months

Credigy

Associate, Accounting Research and Policy · 1 year 9 months

Credigy

Associate, Accounting Research and Policy · 1 year 10 months

Credigy

Senior Analyst - Accounting Research and Policy · 1 year 5 months

+ 5 more positions

Qualification Criteria 5 met, 1 not

SEC reporting

Big 4 experience

Technical accounting

Senior Associate level

Capital Markets Advisory

5+ years public accounting

Skills & Expertise

capital markets accounting capital optimization research consulting audit

90%

M H

VP, Technical Accounting and SEC Reporting at Ryan Specialty

Chicago, Illinois, United States 12 years 6 months

Excellent match on SEC Reporting and Technical Accounting skills derived from Big 4 FAAS experience and current senior corporate roles; they are experienced (12+ years total) and have Big 4 experience, but the role is highly specialized in corporate technical accounting/SEC, not an external advisory role. Big 4 Advisory (FAAS Manager) (approx 2 years) → Gogo → Ryan Specialty VP/Director (Technical Accounting/SEC). Strong.

LinkedIn Email Phone

Work Experience

Ryan Specialty

Director of Technical Accounting and SEC Reporting · 2 years 1 month

Gogo

Senior Internal Auditor · 1 year 11 months

McGladrey

Audit Associate · 2 years

EY

Manager - Financial Accounting Advisory Services · 1 year 11 months

+ 4 more positions

Qualification Criteria 3 met, 2 not

SEC reporting

Big 4 experience

Technical accounting

Senior Associate level

Capital Markets Advisory

5+ years public accounting

Skills & Expertise

financial accounting us gaap financial reporting director accounting reporting audit purchase ifrs gaap financials

90%

E R

Deals Manager at PwC | Capital Markets and Accounting Advisory Services

Charlotte, North Carolina, United States 7 years

This candidate is a Deals Manager in the required practice at PwC, demonstrating strong technical and advisory skills over 7 years, meeting the public accounting tenure, but is slightly above the target level. Assurance/Deals at PwC (7 yr total). Strong.

LinkedIn Email Phone

Work Experience

PwC

Assurance Experienced Associate · 1 year 8 months

PwC

Deals Senior Associate | Capital Markets and Accounting Advisory Services · 3 years

PwC

Assurance Associate · 6 months

Marathon Petroleum Corporation

Accounting Intern · 5 months

+ 3 more positions

Qualification Criteria 4 met, 1 not

SEC reporting

Big 4 experience

Technical accounting

Senior Associate level

Capital Markets Advisory

5+ years public accounting

Skills & Expertise

cpa capital accounting science reporting assurance capital markets financial reporting

90%

S R

Deals Senior Associate at PwC

New York City Metropolitan Area, United States 6 years 11 months

Strong alignment with Capital Markets Advisory (CMAAS), Senior Associate level, and 5+ years of experience, primarily at PwC (Big 4). Capital Markets Advisory experience is explicit in the current role description. PwC (Deals Senior Associate) → PwC (Deals Associate) → PwC (CMAAS role). Strong.

LinkedIn Email Phone

Work Experience

Wake Forest University Men's Club Lacrosse

President · 1 year

PwC

Deals - Capital Markets Accounting Advisory Services (CMAAS) · 3 months

PwC

Deals Senior Associate · 1 year 10 months

Devonshire Green Ltd

Accounting Intern · 2 months

+ 3 more positions

Qualification Criteria 4 met, 2 not

SEC reporting

Big 4 experience

Technical accounting

Senior Associate level

Capital Markets Advisory

5+ years public accounting

Skills & Expertise

capital accounting finance capital markets

90%

G* H**

Deals Senior Manager at PwC

Boston, Massachusetts, United States 10 years

This candidate directly mentions Capital Markets and Accounting Advisory Services (CMAAS) and focuses on IPOs and financial reporting solutions, showing strong alignment, though currently operating at Senior Manager level rather than Senior Associate. Ex-PwC Deals Intern → Sr Assoc → Manager → Sr Manager, focusing on CMAAS/Capital Markets/Reporting. Strong.

LinkedIn Email Phone

Work Experience

PwC

Deals Intern · 3 months

PwC

Deals Senior Manager · 1 year 5 months

PwC

Deals Manager · 2 years 7 months

PwC

Deals Senior Associate - Capital Markets and Accounting Advisory Services · 2 years

+ 2 more positions

Qualification Criteria 5 met

SEC reporting

Big 4 experience

Technical accounting

Senior Associate level

Capital Markets Advisory

5+ years public accounting

Skills & Expertise

capital accounting reporting tax valuation cpa analysis sales inventory payroll capital markets client service +6 more

Candidate Profiles

A*** Z****

Work Experience

Qualification Criteria 5 met

Skills & Expertise

P**** H****

Work Experience

Qualification Criteria 6 met

Skills & Expertise

M**** L**

Work Experience

Qualification Criteria 5 met

Skills & Expertise

R**** T****

Work Experience

Qualification Criteria 5 met, 1 not

Skills & Expertise

Y* X*

Work Experience

Qualification Criteria 6 met

Skills & Expertise

L*** Y**

Work Experience

Qualification Criteria 5 met, 1 not

Skills & Expertise

C**** F**

Work Experience

Qualification Criteria 4 met

Skills & Expertise

N**** N****

Work Experience

Qualification Criteria 4 met, 1 not

Skills & Expertise

G**** L****

Work Experience

Qualification Criteria 6 met

Skills & Expertise

A*** F****

Work Experience

Qualification Criteria 5 met

Skills & Expertise

A**** M****

Work Experience

Qualification Criteria 5 met

Skills & Expertise

H**** D****

Work Experience

Qualification Criteria 3 met, 1 not

Skills & Expertise

C**** S****

Work Experience

Qualification Criteria 5 met

Skills & Expertise

N*** H****

Work Experience

Qualification Criteria 5 met

Skills & Expertise

R**** P****

Work Experience

Qualification Criteria 4 met, 1 not

Skills & Expertise

A**** L***

Work Experience

Qualification Criteria 3 met, 1 not

Skills & Expertise

K*** B****

Work Experience

Qualification Criteria 4 met

Skills & Expertise

K** B****

Work Experience

Qualification Criteria 4 met, 1 not

Skills & Expertise

A**** C***

Work Experience

Qualification Criteria 5 met, 1 not

Skills & Expertise

W**** S****

Work Experience

Qualification Criteria 5 met

A* Z**

P H

M** L

R T

L* Y

C** F

N N

G L

A* F**

A M

H D

C S

N* H**

R P

A** L*

K* B**

K B**

A** C*

W S

P F

R H

A* B**

V C

K T

J M

M H

E R

S R

G* H**