Joe Donnelly

Joe Donnelly

Partner, CPA · +1 (703) 923 8016
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Joe Donnelly is a partner with Baker Tilly US, LLP. Joe is an assurance partner with over 14 years of experience helping clients transform audit and risk management functions through internal control and process optimization across multiple financial services organizations, including SEC-listed public companies, banks and broker-dealers. He also has expertise in risk management, accounting, mergers and acquisitions and SEC filings, including IPOs and SPACs.

  • Audits of public and private companies, with a focus in financial services
  • ­Mergers and acquisitions
  • ­Corporate governance, risk and controls
  • ­Process improvement and implementation
  • ­SEC and regulatory reporting and compliance
  • ­IPOs and SPACs
  • ­Strategic management and planning
  • ­Technical accounting and auditing
  • Certified Public Accountant (CPA)
  • American Institute of Certified Public Accountants (AICPA)
  • Animal rescue team volunteer with The Humane Society of the United States

Location

New York

Education

The George Washington University (Washington D.C.)
Bachelor of Accountancy, accounting

Expertise