Joe Applegate, Cpa

Joe Applegate, Cpa Email and Phone Number

Audit Digital Transformation Specialist @ PwC
California, United States
Joe Applegate, Cpa's Location
Orange County, California, United States, United States
Joe Applegate, Cpa's Contact Details

Joe Applegate, Cpa work email

Joe Applegate, Cpa personal email

n/a
About Joe Applegate, Cpa

For as long as I can remember, I’ve had a deep curiosity and determination when it comes to business. I believe in a "learn by doing" approach, which has led me headfirst into new challenges—from founding venture-backed startups to leading PwC Denmark’s Top Tier Assurance digital transformation practice, where I developed my accounting, financial, and technical expertise.Since moving back to California, I’ve shifted my focus to leading, TimeValue Software, a recognized leader in loan amortization and tax, interest, and penalty software. My role centers on driving operational excellence and growth.

Joe Applegate, Cpa's Current Company Details
PwC

Pwc

View
Audit Digital Transformation Specialist
California, United States
Website:
pwc.com
Employees:
284983
Joe Applegate, Cpa Work Experience Details
  • Pwc
    Audit Digital Transformation Specialist
    Pwc
    California, United States
  • Timevalue Software
    Director Of Operations
    Timevalue Software Dec 2023 - Oct 2024
    Irvine, Ca, Us
    Back in California, I’m now focused on helping lead my family’s business, TimeValue Software, a recognized leader in loan amortization and tax, interest, and penalty software. My role centers on driving operational excellence and ensuring the company remains at the forefront of the industry.
  • Pwc
    Digital Transformation Senior Manager - Audit
    Pwc Jun 2023 - Dec 2023
    Gb
    During my time at PwC Denmark, I was tasked with leading the digital transformation of the Top Tier Assurance Practice, which serviced Denmark’s 100 largest market cap clients. My focus was on three main pillars: improving audit processes, delivering greater value to clients, and managing the change around new technologies integrated into the audit life cycle.Over two years, I grew a team from 0 to 7 skilled tech-enabled auditors and software developers. We conducted human-centered design sessions to identify key areas in need of reengineering and built technology-driven solutions that automated and augmented work, saving thousands of audit hours and delivering deeper client insights. Additionally, we focused on upskilling the department, empowering local audit teams to use new tools and solve data-centric problems effectively.A key part of this work involved redefining our tender process. I contributed to writing proposals and developed technology demonstrations that showcased our suite of digital tools. These efforts played a significant role in securing major clients, with successful outcomes in all targeted tenders.
  • Pwc
    Digital Transformation Manager - Audit
    Pwc Dec 2021 - Jun 2023
    Gb
  • Pwc
    Audit Senior Associate
    Pwc Jan 2021 - Dec 2021
    Gb
    As a Senior Assurance Associate at PwC, I led audit engagements for large publicly traded clients across diverse industries, including renewable energy (Pattern Energy, Vestas), construction and infrastructure (Granite), biotechnology (Genmab), and financial services (FHLB). I developed strong financial and business acumen through the auditing of complex financial statements and ensuring regulatory compliance.In addition to my core responsibilities, I was deeply committed to process improvement, identifying ways to enhance both client value and internal efficiency. By reengineering key audit processes and integrating emerging technologies, I consistently delivered efficiencies, including significant time savings and greater insights to our clients. My success in driving these innovations led to an opportunity to lead PwC Denmark’s audit digital transformation practice, where I focused on modernizing audit methodologies and leveraging technology to optimize client outcomes.
  • Pwc
    Audit Associate
    Pwc Jan 2019 - Jan 2021
    Gb
  • Pwc
    Core Assurance Winter Intern
    Pwc Jan 2018 - Mar 2018
    Gb
  • Polyflow
    Founder
    Polyflow Jan 2014 - Dec 2017
    While at Cal Poly, I founded a venture-backed start-up focused on solving the problems within university recruiting. Highlights included: - Executing funding and support agreement with venture capitalist Tim Draper of DFJ - Securing and supporting clients consisting of mid-sized and Fortunate 500 companies - Driving product development life cycle from conception to launch
  • Deloitte Consulting
    Technology Consultant Summer Intern
    Deloitte Consulting Jun 2017 - Sep 2017
    Worldwide, Oo
    At Deloitte Consulting, I provided project management support for a large-scale Oracle Cloud ERP implementation. Specifically, I managed a subset of the process reeingeering work stream to ensure our client’s legacy systems’ accounting data mapped appropriately to the Cloud — rustling in a standardized global financial reporting and consolidation processes.
  • Ncaa
    Division 1 Athlete
    Ncaa Sep 2013 - Sep 2016
    Indianapolis, In, Us
    As part of the top 25 collegiate wrestling recruiting classes in the nation, I spent three years competing at the highest level of collegiate athletics while wrestling for Cal Poly in the NCAA Pac-12 conference.
  • Capital Group | American Funds
    Global Portfolio Accounting Summer Associate
    Capital Group | American Funds Jun 2016 - Aug 2016
    Los Angeles, Ca, Us
    At Capital Group, I worked with the Portfolio Accounting Client Team and the Global Securities Operations team to strike over 900 daily NAVs and analyze the down stream effects of Capital's equity pricing processes. Through my work I identified inefficiencies in IT systems and team communications that led to 70 FTE hours saved.
  • Timevalue Software
    Financial Customer Support
    Timevalue Software Jun 2014 - Sep 2015
    Irvine, Ca, Us
    During my time at TimeValue Software, I solved time-value-of-money calculations for various vertical financial markets

Joe Applegate, Cpa Skills

Leadership Teamwork Entrepreneurship Time Management Strategic Planning Accounting Finance Sales Business Development Agile Project Management Lean Startup Microsoft Excel Public Speaking Financial Modeling Microsoft Powerpoint

Joe Applegate, Cpa Education Details

  • California Polytechnic State University-San Luis Obispo
    California Polytechnic State University-San Luis Obispo
    Accounting
  • Chiang Mai University
    Chiang Mai University
    International Business/Trade/Commerce
  • Laguna Hills High School
    Laguna Hills High School

Frequently Asked Questions about Joe Applegate, Cpa

What company does Joe Applegate, Cpa work for?

Joe Applegate, Cpa works for Pwc

What is Joe Applegate, Cpa's role at the current company?

Joe Applegate, Cpa's current role is Audit Digital Transformation Specialist.

What is Joe Applegate, Cpa's email address?

Joe Applegate, Cpa's email address is jo****@****pwc.com

What schools did Joe Applegate, Cpa attend?

Joe Applegate, Cpa attended California Polytechnic State University-San Luis Obispo, Chiang Mai University, Laguna Hills High School.

What skills is Joe Applegate, Cpa known for?

Joe Applegate, Cpa has skills like Leadership, Teamwork, Entrepreneurship, Time Management, Strategic Planning, Accounting, Finance, Sales, Business Development, Agile Project Management, Lean Startup, Microsoft Excel.

Who are Joe Applegate, Cpa's colleagues?

Joe Applegate, Cpa's colleagues are Yogita Rane, Harry Sandrelli, Emily Templin, Cisa, Andrea Ortega Kistemann, Jacques Cohen, Thomas Bouriel, Ahmed Saleh.

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