Banking & Capital Markets

  1. Christine M. Fenske

    Christine M. Fenske

    CPA

    Managing Partner

  2. Kevin D. Schalk

    Kevin Schalk

    CPA

    Partner

  3. Mark Boettcher

    Mark J. Boettcher

    CPA, CISA, CBCP

    Partner

  4. Ivan Cilik

    Ivan Cilik

    CPA

    Partner

  5. Tanya Thomas

    Tanya M. Thomas

    CPA, CGMA

    Partner

  6. Nirav Badani

    Nirav Badani

    CPA

    Partner

  7. Adam Bullock

    Adam Bullock

    CPA

    Partner

  8. Joe Donnelly

    Joe Donnelly

    CPA

    Partner

  9. Ashley Ferrell

    Ashley Farrell

    CPA, CPE, CFF

    Director

  10. Matt Nitka

    Matt J. Nitka

    CPA

    Partner

  11. Bridget Quinn

    Bridget Quinn

    CPA

    Partner

  12. John Runte

    John Runte

    Principal

  13. Philip Schmoyer

    Phil Schmoyer

    CFE, CISA, AES, CSM

    Principal

  14. Christopher J. Tait

    Christopher J. Tait

    MBA, CISA, CCSK, CFSA, CCSFP

    Principal

The banking and capital markets industry is in a state of digital transformation and change. You need a Value Architect™ to help you navigate change and chart a new course.

    Baker Tilly professionals have extensive experience assisting financial institutions with understanding and managing new accounting and regulatory requirements. We can help your financial organization implement CECL, from initial internal training through to validation.

    Baker Tilly's team of Value Architects™ are experienced in guiding financial institutions through digital transformation, including roadmap development, change management and alignment to strategic goals.

    Baker Tilly banking and capital markets practice leaders collaborate with banks, credit unions, consumer finance and other specialty/structured finance companies, on advisory, internal audit, regulatory compliance and assurance services.

    Our solutions

    The banking and capital markets industry operates in a challenging environment – managing capital and liquidity, leveraging new technologies, improving processes and meeting significant regulatory requirements.

    Executives and board members rely on Baker Tilly’s independent and objective accounting, tax and advisory services. Our clients include financial technology companies (fintechs), nontraditional lenders, community banks, credit unions, servicers and diversified bank holding companies.

    Through our deep financial industry experience and extensive public accounting experience, you receive consistent value and insight throughout each engagement.

    • Accounting for purchased credit impaired loans
    • Securitization due diligence
    • Cash-flow modeling
    • Lease accounting
    • Reg AB and other servicing compliance