Joe Donnelly is a partner with Baker Tilly US, LLP. Joe is an assurance partner with 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.
- Environmental, social and governance leadership team
- Prepares organizations for ESG attestation readiness and subsequent sustainability attestation engagements
- 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, NY
Education
Bachelor of Accountancy, accounting
The George Washington University
