Joe Wilson, Cpa Email & Phone Number

Sacramento, Ca, Us

Worldwide, Oo

I work closely with financial and audit executives at public companies to provide co-source solutions for complex accounting issues including risk assessments, ERP implementation projects, IPO-readiness, and early-stage & ongoing SOX compliance. I manage Sarbanes-Oxley (SOX) compliance, internal audit, and risk management projects across several industries (technology, consumer goods, healthcare, financial services, IP licensing). My experience includes assisting companies develop SOX programs in preparation for public company compliance including assessing company risks, designing process flows, implementing controls, conducting staff trainings, and coordinating communication with external auditors.

Sacramento, California, Us

My husband and I opened a large restaurant/pub in Downtown Sacramento blending traditional British food & culture with modern American cuisine. I manage administrative/business activities including accounting & finance, sales & marketing, HR & compliance, legal, event coordination, menu design & development, and community partnerships.

Menlo Park, California, Us

Worked with management at companies across industries including technology, media, healthcare, and retail to manage internal control over financial reporting, IPO-readiness, and business process design. Support management with internal audit work across all processes including revenue, payables, inventory, fixed assets, treasury/cash management, HR/payroll, tax, equity, governance/ELC, financial close, and leases, as well as industry-specific processes including real estate acquisition/disposition, film content accounting & production, and software capitalization.

Menlo Park, California, Us

Menlo Park, California, Us

Sacramento, Ca, Us

Provided oversight for California state government's financial reporting as part of the audit engagement team for the State of California. Led analysis and auditing procedures as opinion unit lead for the State's major enterprise funds including Unemployment/Disability Insurance programs, California State University system, California State Lottery, and the State's water infrastructure system. Advised State Auditor on issuing audit opinion for business-type units and approval of new funds created by legislation.Analyzed financial data to create a public dashboard of all California local governments' financial risk profiles. Reviewed financial indicators including liquidity, revenue trends, debt burden, and retirement obligations to provide overall risk profiles for California cities and inform future audit recommendations.

Sacramento, Ca, Us

Investigated state & local government agencies and evaluated programs at the request of the state legislature. Analyzed the performance of programs and provided recommendations to the State governor and legislature on changes to law, regulation, and internal policy. Wrote audit recommendation resulting in change to state tax code and legislative initiative to amend state constitution.

Berkeley, California, Us

Led Board of Directors in oversight of nonprofit organization with 45+ full time employees, $8+ million budget, and contracts with 4 commercial partners. Worked closely with Executive Director, Finance and Operations Directors, and Board members in setting high-level policy and strategic planning goals for organization including budget priorities, staffing plans, facilities development, and relationships with stakeholders.

Berkeley, California, Us

Coordinated stakeholder communication for $223 million campus capital project. Represented 25,000+ undergraduate students as project lead for student-funded initiative to build new student union building and renovate existing student union retail and student activity space.Served as Operations & Facilities committee chair and assisted staff with vendor selection and contract negotiation for food service, bookstore, and other retail vendors. Coordinated oversight and approval of vendors’ retail and marketing strategies, facilities design, and buildout of retail spaces in new Student Union building including 4 original food concepts, 2 coffee shops, campus bookstore, campus Amazon center, and renovated pub. Facilitated move of 60+ student organizations into new space and developed space usage policies governing two buildings. Spearheaded initiative to create new student design center “Creative Lab” to house student design organizations and provide printing and creative services.

Berkeley, Ca, Us

Berkeley, Ca, Us

Everett, Washington, Us