Managing Director, Controls Advisory
Joe is a seasoned accounting and auditing professional of the Business Advisory Services Practice at Grant Thornton. He has 20 years of accounting, auditing, internal auditing and consulting experience gained in both the corporate and public accounting environments.
Joe is a seasoned accounting and auditing professional of the Business Advisory Services Practice at Grant Thornton. He has 20 years of accounting, auditing, internal auditing and consulting experience gained in both the corporate and public accounting environments. Joe has managed some of the firm’s most complex projects both domestically and internationally and focuses on insurance clients. He specializes in large scale Regulatory Reporting implementation efforts, MGA/TPA audits and due diligence reviews. Outside of Grant Thornton, Joe serves on the Board of Governors for the Institute of Internal Auditors (IIA) in Philadelphia.
Prior to joining GT, Joe was a Vice President for one of the divisions within the internal department of one of the most prominent banks in the Greater Philadelphia Area. His responsibilities included the planning and supervision of audit engagements for the banks Auto Financing division and Credit Services division, as well as the dissemination of audit results to management.
Joe’s experience also includes establishing an in- house internal audit department for a local healthcare solution company where he performed internal audits, Sarbanes-Oxley compliance reviews and specific project audits for several divisions located throughout the U.S. Some of the key areas of focus included the revenue stream, payables and accruals, payroll and the cash and treasury function. Joe also served on the Compliance Committee where he reviewed the results of the compliance audits and provided recommendations to enhance controls and reduce certain compliance risks.
Joe also served as a manager for LECG\SMART Business Advisory and Consulting. Joe led and conducted project management oversight projects as well as internal audit and Sarbanes-Oxley engagements for a diverse client base. Engagements consisted of both domestic and international engagements varying in size and complexity, including both non-accelerated and large accelerated filers (Fortune 100 and Fortune 500 companies).
Joe also has served as a supervisor for a manufacturer of electronic components and metals with operations in several domestic and foreign locations where he led internal audits and assisted Management with special projects, including the development of Global Accounts Payable/Procurement audit program.
Professional qualifications and memberships
- American Institute of Certified Public Accountants
- Board of Governors, Institute of Internal Auditors, Philadelphia Chapter, 2008 to Present
- Villanova University — BS in Accounting
- Certified Public Accountant (Commonwealth of Pennsylvania)
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