Stacy has extensive experience providing financial analysis and consulting services primarily 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 a debtor’s financial condition
- Accounting reconstruction
- Investigation of claims and potential avoidable transfers and other recoveries
- Forensic accounting and asset tracings
- Solvency analyses
- Analyses of reorganization and liquidation plans
- Formulation of cash flow and income statement projections
- Preparation of 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)
- California Society of Certified Public Accountants (CalCPA)
- Association of Insolvency and Restructuring Advisors
- California Bankruptcy Forum
- San Diego Bankruptcy Forum
- San Diego County Bar Association (associate member)
Location
San Diego, CA
Education
Bachelor of Science in accountancy
University of Illinois at Urbana-Champaign