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Jeremy leads ÀÖÓ㣨Leyu£©ÌåÓý¹ÙÍø Accounting Advisory Services Innovative Technology Solutions (AAS ITS) which provides data, technology, and analytics support for technical accounting and reporting advisory services to clients on accounting change, acquisitions, divestitures, and joint ventures, working principally with public companies registered with the U.S. Securities and Exchange Commission. Jeremy specializes in accessing and transforming client ledger data, producing data models and workflow applications to streamline the accounting process, and is a product owner of tools such as the ÀÖÓ㣨Leyu£©ÌåÓý¹ÙÍø Data Aggregation Tool (KART), ÀÖÓ㣨Leyu£©ÌåÓý¹ÙÍø Harmony Financial Reporting (Harmony), and ÀÖÓ㣨Leyu£©ÌåÓý¹ÙÍø Leasing Tool (KLT). Jeremy’s experience includes carve-outs, purchase accounting, restatements, bankruptcies, and accounting change engagements such as GAAP to IFRS assessments.

Professional and Industry Experience

Jeremy has over 18 years of experience with Information Technology (IT) infrastructure, systems development, and database design. His data technology experience includes building and leading teams that:

• Built, improved, and provided client support around the firm’s KART application to facilitate the construction of financial statements for the:
  • Merger of two global manufacturing companies with multiple business segments, hundreds of legal entities, and multiple G/L systems into one company that was then separated into three distinct businesses. Bridging the consolidation of the two businesses, related purchase accounting, and ultimate carve out adjustments into separate audited financials for each business and performing variance analysis between the carve out, discontinued operations and pro forma views of the transactions [Buy Side / Carve Out]
  • Acquisition of global medical technology company with multiple currencies requiring a “bridgeâ€� between the target’s G/L and acquirer's consolidation system allowing for purchase accounting, accounting policy alignment, and GAAP conversion adjustments without impacting ongoing target company operations and providing an adjusted trial balance on both budget and actual basis using currency translation [Buy Side]
  • Sale of over 90 cellular markets for $2.5 billion from the operations of a national cellular provider [Carve Out]
  • Merger of two national cellular providers leading to a complex process to align the target’s account and cost center information into the acquirer’s account and cost center information leading to over 110,000 combinations to map, review and validate [Buy Side]
  • Separation of a business using 5 different G/L systems requiring a combined account structure of over 10,000 accounts [Carve Out]
• Built a reusable restatement model involving accounting change, specifically revising revenue and expenses based upon an adjustment of revenue recognition for a software development client
• Implemented ÀÖÓ㣨Leyu£©ÌåÓý¹ÙÍø Financial Reporting Harmony, a collaborative, cloud enabled platform to support reporting, compliance and related work management processes by integrating and connecting inputs from multiple sources and producing outputs on a real time basis.

Representative Clients

Jeremy’s clients include Verizon Wireless, AOL LLC/Time Warner Inc., Delphi, AT&T, T-Mobile, Timken, Lilly, Du Pont, International Paper.