Jason Schwartz Email & Phone Number

Audit Senior Manager in the Banking and Capital Markets segment of the Global Financial Services Office, focused primarily on large public financial institutions.-Strong background in U.S. GAAP and SEC reporting requirements-Extensive experience in dealing with the requirements of the Sarbanes-Oxley Act of 2002-Primarily responsibilities have included the global coordination of large public audit engagements-Experience includes working through various SEC filings, including Forms 8-K, 10-Q, 10-K, S-3, and S-4 registrations-Has worked directly with underwriters and external counsel in securities offerings, including the issuance of Comfort Letters to underwriters and other requesting parties-Complex / subjective accounting experience includes: revenue recognition, accounting for internally developed software, purchase price accounting for business combinations, hedge accounting, asset transfers, illiquid securities valuation, share-based compensation arrangements, as well as allowance for loan and credit loss accounting.