Stacy is a director with Baker Tilly’s forensic, litigation and valuation services practice. She has extensive experience providing financial analysis and consulting services in the areas of insolvency and reorganization as well as other litigation and dispute matters. Through her work she serves various parties, including trustees, receivers, debtors, creditors, plaintiffs and defendants in engagements throughout Southern California.
Stacy started her accounting career in auditing, acquiring numerous investigative and critical thinking skills and techniques that she continues to utilize in her consulting practice. Stacy focuses on finding practical, creative and achievable solutions to clients in a variety of complex situations.
- Review and analysis of financial condition
- Forensic accounting and asset tracings
- Accounting reconstruction
- Investigation of claims, potential avoidable transfers and other recoveries
- Trust/fiduciary reporting in court format
- Solvency analyses
- Analyses of reorganization and liquidation plans
- Cash flow and income statement projections
- Liquidation analyses
- Monthly operating reports and quarterly post-confirmation reports
- Evaluation and monitoring of tax compliance matters, including research and responses to taxing authorities, specialized insolvency disclosures, etc.
- Other document review and analysis
- Development of pleadings, reports and declarative testimony
- American Institute of Certified Public Accountants (AICPA)
- Association of Insolvency and Restructuring Advisors (AIRA), Zolfo Cooper Gold Medal Award recipient, 1999
- California Bankruptcy Forum
- California Receivers Forum
- National Association of Federal Equity Receivers
- San Diego Bankruptcy Forum, former board member and treasurer
- San Diego County Bar Association, associate member
Location
San Diego, CA
Education
Bachelor of Science in accountancy
University of Illinois at Urbana-Champaign