Jonathan, partner with Baker Tilly, has been with the firm since 2005. He specializes in providing audit and accounting services to the insurance industry, with extensive experience in property and casualty, life, health and warranty carriers, managing general agents and underwriters, reinsurance companies and third-party administrators. Jonathan currently serves as the Philadelphia financial services team leader and was previously the insurance technical leader and professional practice liaison to Baker Tilly’s professional practice group.
- Leads various insurance industry client relationships and delivers quality and timely audit and advisory services
- Analyzes and assists insurance industry entities with the implementation of new accounting guidance, including accounting for revenue from contracts with customers, financial instruments, and disclosures about short-duration insurance contracts
- Serves as the partner on the audits of certain multinational insurance and investment companies, including co-leading the coordination of international component auditors in the United Kingdom, China and Bermuda
- Serves as the partner on SOC examinations for a variety of financial services companies
- Experienced in insurance company statutory accounting principles, U.S. GAAP, SEC reporting and filings under both the 1933 and 1934 Acts, communications with the SEC and initial public offerings
- Assists companies with the implementation and improvement of internal control over financial reporting (ICFR) processes
- Develops and implements insurance thought leadership and provides client education sessions on topics such as new accounting standards, enterprise risk management (ERM), corporate governance and ICFR
- Graduate of Baker Tilly’s internal leadership program and recipient of the Leadership Excellence Award
- Licensed CPA in Pennsylvania
- Certified Information Technology Professional (CITP®)
- American Institute of Certified Public Accountants (AICPA)
- Pennsylvania Institute of Certified Public Accountants (PICPA)
- Recipient of the PICPA 2016 Young Leader’s Award
- PICPA, Insurance Committee
- Insurance Accounting & Systems Association (IASA)
- Insurance Society of Philadelphia, I-Day Committee
- PICPA Next Generation Leadership Program Graduate – 2015
Location
Philadelphia, PA
Education
University of Pittsburgh
Bachelor of Science
