Joe Wilson, Cpa work email
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Joe Wilson, Cpa personal email
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Joe Wilson, Cpa phone numbers
Hello! I'm a financial professional with a generalist background that spans technical accounting, internal & external audit, restaurant operations, public finance, marketing & graphic design, event-planning, and nonprofit management. I'm working to build successful & sustainable organizations with ethical business models through my roles as a public accountant, local restaurant owner, non-profit board chair, and public finance official.At Deloitte, I lead public company compliance engagements, partnering with financial executives to enhance internal audit & SOX programs, support risk management initiatives, and provide support for CFO/CIA/Controllers' programs. I specialize in IPO/SOX readiness, leading clients from S1 statements through 404(b) compliance while building efficient control environments that fit company culture. I currently manage six projects in a variety of industries including fintech, SAAS, health/life sciences, AI infrastructure, and IP licensing.In my free time I own and operate a restaurant with my husband. With the help of our family and close friends, we opened Bear & Crown in Downtown Sacramento in 2023. A joint passion-project, B&C is a modern California take on a traditional British pub with adjacent British import shop and event/catering businesses. As an owner in an oversight role, I direct internal operations including financial management, accounting, marketing, legal & HR compliance, menu development, event planning, and community engagement.
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Owner, PresidentBear & CrownSacramento, Ca, Us -
Manager - Accounting & Reporting AdvisoryDeloitte Dec 2022 - PresentWorldwide, OoI 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. -
President & OwnerBear & Crown Mar 2023 - PresentSacramento, California, UsMy 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.
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Manager - Internal Audit/Financial AdvisoryProtiviti Jun 2022 - Dec 2022Menlo Park, California, UsWorked 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. -
Senior ConsultantProtiviti Dec 2020 - Jun 2022Menlo Park, California, Us
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ConsultantProtiviti Sep 2019 - Dec 2020Menlo Park, California, Us
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Financial AuditorCalifornia State Auditor Aug 2018 - Sep 2019Sacramento, Ca, UsProvided 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. -
Government Program AuditorCalifornia State Auditor Aug 2017 - Aug 2018Sacramento, Ca, UsInvestigated 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.
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Board ChairAsuc Student Union Apr 2016 - Mar 2017Berkeley, California, UsLed 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. -
Project Coordinator, Board MemberAsuc Student Union Jan 2015 - Apr 2016Berkeley, California, UsCoordinated 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.
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Marketing Communications Lead - Campus DiningUniversity Of California, Berkeley Jun 2014 - Apr 2016Berkeley, Ca, Us -
Marketing Communications CoordinatorUniversity Of California, Berkeley Sep 2013 - Jun 2014Berkeley, Ca, Us
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Editorial Intern (Redmond Reporter)Sound Publishing, Inc. Mar 2013 - Jun 2013Everett, Washington, Us
Joe Wilson, Cpa Skills
Joe Wilson, Cpa Education Details
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University Of California, Berkeley, Haas School Of BusinessCity & Regional Planning Minor
Frequently Asked Questions about Joe Wilson, Cpa
What company does Joe Wilson, Cpa work for?
Joe Wilson, Cpa works for Bear & Crown
What is Joe Wilson, Cpa's role at the current company?
Joe Wilson, Cpa's current role is Owner, President.
What is Joe Wilson, Cpa's email address?
Joe Wilson, Cpa's email address is jo****@****ley.edu
What is Joe Wilson, Cpa's direct phone number?
Joe Wilson, Cpa's direct phone number is +170742*****
What schools did Joe Wilson, Cpa attend?
Joe Wilson, Cpa attended University Of California, Berkeley, Haas School Of Business.
What skills is Joe Wilson, Cpa known for?
Joe Wilson, Cpa has skills like Process Consulting, Auditing, Gasb, Consulting, Cpa, Business Process Design, Public Speaking, Accounting, Generally Accepted Accounting Principles, Pre Ipo, Enterprise Risk Management, Microsoft Powerpoint.
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