About Us Insight to see you through

Retired San Diego Office Managing Partner – EY

Robert is a seasoned finance executive and a member of WM’s Strategic Advisory Board, where he provides strategic counsel to the leadership team as the firm expands its capabilities for pre-IPO, public, and private equity-backed companies facing complex financial and operational challenges.

With 38 years of experience as both an assurance professional and corporate executive, Robert brings a distinctive perspective shaped by senior roles in both public accounting and industry. He served as Managing Partner of the San Diego office for over 13 years and previously held CFO roles at publicly traded global companies, including Cobra Golf and Oakley, where he led finance, accounting, treasury, risk management, investor relations, and business integration efforts.

Robert has extensive experience serving as coordinating partner on companies with multi-national operations having supervised teams in 25+ countries throughout Asia Pacific, Europe, Latin America, India and China. He has participated in numerous transactions related to equity or debt financings and acquisitions.

Robert received a B.S. in Accounting from the University of San Diego. He is a Certified Public Accountant and a member of the American Institute of Certified public Accountants and the California Society of Certified public Accountants. He has served on the Board of the University of San Diego School of Business, the YMCA of San Diego County and the San Diego Museum of Art.

Former Chief Accounting Officer – Google

Jim is a seasoned financial executive and a member of WilliamsMarston’s Strategic Advisory Board, where he provides strategic guidance to support the firm’s continued expansion across accounting, tax, valuation, and transaction advisory services for companies experiencing rapid growth and change.

He brings more than 40 years of experience in global finance leadership roles at Intel Semiconductor and Google/Alphabet, including two multiyear international assignments. Most recently, Jim served as Vice President, Corporate Controller, and Chief Accounting Officer at Google. In addition to his responsibilities as Corporate Controller, he also led the financial systems organization and a firmwide finance transformation, as well as the Enterprise Risk Management function and financial reporting for the “Other Bets” segment.

Jim’s expertise spans accounting and financial reporting, FP&A, operations support, systems and functional transformations, risk management, and audit. He has held national leadership roles in shaping accounting standards and best practices, including serving on the Emerging Issues Task Force (EITF) of the Financial Accounting Standards Board (FASB), the PCAOB’s Standing Advisory Group (SAG), and the executive committee of Financial Executives International’s Committee on Corporate Reporting (FEI-CCR).

Retired Audit Partner – Deloitte Atlanta

Bob is a recently retired audit partner and a member of WilliamsMarston’s Strategic Advisory Board, where he provides strategic counsel to the leadership team as the firm scales its national accounting, tax, valuation, and transaction advisory services for pre-IPO, public, and private equity-backed companies navigating rapid growth and transformation.

He draws on more than 40 years of Big Four experience serving high-growth public and private companies across the technology, services, manufacturing, and consumer sectors. During his career at Deloitte and Arthur Andersen, Bob led the Atlanta Emerging Company practices at both firms and served as engagement partner for over a dozen IPOs. He worked closely with private equity-backed companies from initial investment through exit and advised clients on SEC compliance, internal controls, Sarbanes-Oxley readiness, and audit committee matters as a qualified financial expert.

Bob’s international experience includes overseeing audit engagements across 17+ countries, and he frequently supported clients through the setup and management of global finance operations in India and Poland.

Bob holds B.S. degrees in Accounting and Economics, as well as Computer Science, from North Carolina State University. He is a CPA in Georgia and a member of the AICPA and Georgia Society of CPAs.

Former Vice Chairman; FASB
Former Chief Accountant; SEC

James is a respected accounting leader and member of WilliamsMarston’s Strategic Advisory Board, where he brings deep expertise in financial reporting, regulatory policy, and standard-setting to help guide the firm’s growth and long-term impact as it expands its work with high-growth and transformational companies.

From 2013 to 2024, James served as a member and Vice Chairman of the Financial Accounting Standards Board (FASB). In that role, he supported the FASB Chairman in both internal operations and external engagement, while also serving as a voting member of the Board. Prior to the FASB, he was Deputy Managing Partner for Professional Practice at Deloitte and earlier served as the Chief Accountant of the U.S. Securities and Exchange Commission (SEC) from 2009 to 2012, where he was the senior accounting advisor to the Commission and led the resolution of globally significant accounting and auditing issues.

During his time at the SEC, James played a leading role in efforts to enhance financial disclosure, reform off-balance sheet accounting, and respond to the global financial crisis. He also served as staff director for the Congressionally mandated study of fair value accounting standards and as the Designated Federal Officer overseeing the SEC’s Advisory Committee on Improvements to Financial Reporting. Before joining the SEC, he was a partner in Deloitte’s Professional Practice Network.

Retired Global Tax Partner – EY

Lisa is a retired senior partner at Ernst & Young and a member of WilliamsMarston’s Strategic Advisory Board, where she advises the leadership team on growth and talent strategy, planning and execution as the firm expands its national accounting, tax, valuation, and transaction advisory services.

With 40 years of experience serving Fortune 100 and high-growth companies across technology, consumer products, life sciences, and industrial sectors, Lisa’s expertise spans strategic business development, crisis management, geopolitics, supply chain optimization, digital transformations, mergers & acquisitions, divestitures, tax planning, risk management and IPO readiness. At EY, she held senior leadership roles in both the U.S. and Asia Pacific, where she built and scaled practices, and led global account management for Fortune 100 companies. She also served on EY’s Global and Americas Governance Councils, providing oversight and advice on firm-wide policy on quality, ethics, and innovation.

A CPA and SEC-qualified financial expert, Lisa was most recently a board member and Audit Committee Chair for HF Foods Group (NASDAQ: HFFG). She currently serves on the boards of The Serica Initiative and the All Stars Project of New York, where she mentors emerging leaders and champions economic mobility.

Lisa received her MBA degree from Northwestern University’s Kellogg School of Management.

Retired Global Financial Services Partner – EY

Ken is a seasoned financial executive and a member of WilliamsMarston’s Strategic Advisory Board, where he advises leadership as the firm scales its national presence and deepens its services for public, private, and private equity-backed companies navigating complex financial events and transformations.

With more than 38 years of experience advising complex finance organizations across banking, capital markets, data and clearing services, and alternative asset management, Ken served as lead or signing partner at EY for many of the firm’s most complex accounts—including UBS, Morgan Stanley, Intercontinental Exchange, S&P Global, and The Carlyle Group—building trusted relationships with C-suite executives and boards.

Ken played a pivotal role in building EY’s Americas Financial Accounting Advisory Services (FAAS) practice into a $750 million business advising CFOs through transactions, transformations, and operational change. He led the team through significant growth, creating new opportunities for both clients and colleagues, and helped establish FAAS as one of the firm’s top-performing practices.

Ken is Chairman of the Board of Trustees at DePaul Catholic High School and serves on the Finance and Investments Committees of St. Joseph’s Health. He earned a B.S. in Accounting from Boston College, summa cum laude, and an MBA from the Wharton School at the University of Pennsylvania. He is a CPA and a member of the AICPA, NYSSCPA, and the Virginia Board of Accountancy.

Co-Founder & Co-Chairman

As Co-Founder and Co-Chairman, Landen Williams shapes the strategic direction of WilliamsMarston. Since founding the firm, he has established himself as a trusted advisor to C-suite executives of public companies, guiding them through their complex financial transformations.

Prior to WilliamsMarston, Landen was a Managing Director in the Accounting Advisory Services practice at KPMG LLP, where he counseled Fortune 100 companies on the accounting and reporting implications for mergers, acquisitions, divestitures, restatements, revenue recognition, and other transactions.

Previously, Landen was a Managing Director at FTI Consulting, Inc., advising distressed companies on restructuring strategies, liquidity management, and cash flow modeling. He began his career in the Audit and Advisory practices of PricewaterhouseCoopers LLP, rising to the level of Manager, where he worked with large SEC registrants in the technology, software, and life sciences sectors.

Landen brings broad industry expertise spanning biotechnology, pharmaceuticals, software, technology, telecommunications, manufacturing, and financial services. He holds a Bachelor of Science in Business Administration from Boston College, with concentrations in Accounting and Finance.

Co-Founder & Co-Chairman

(617) 851-0891

As Co-Founder and Co-Chairman, Jon Marston shapes the strategic direction of WilliamsMarston while maintaining a hands-on approach to client service. His expertise spans mergers and acquisitions, finance effectiveness and process improvement.

In addition to driving value-added outcomes for many of the Firm’s private equity clients, Jon routinely advises the C-suite and investors at large private equity firms, private equity-backed companies, and public companies with revenues ranging from $200M to $10B.

Prior to founding WilliamsMarston, Jon was a Director in PwC’s Transaction Services Advisory practice, where he provided due diligence and related services on M&A transactions from $5M to over $20B.

Throughout his career, Jon has worked with SEC registrants, foreign public companies, private companies, private equity, and VC firms, advising on US GAAP, IFRS, SEC reporting, IPOs, Sarbanes-Oxley compliance, and other complex financial matters. His industry experience spans software, technology, telecommunications, healthcare, industrial products, and consumer retail across the US, Europe, Africa, and Asia.

Jon holds a Bachelor of Science in Business Administration with a concentration in Accounting from Boston College.

Chief Executive Officer

Sanjay Ramaswamy is the Chief Executive Officer of WilliamsMarston, a national leader in accounting, tax, technology, transaction and valuation advisory services. He brings more than 20 years of experience in operations management, strategic growth, and client development to the firm.

As CEO, Sanjay leads WilliamsMarston’s strategic growth efforts and oversees day-to-day operations, ensuring continued excellence in client service, operational efficiency, and regulatory compliance across the firm’s key practice areas. He joined the firm in 2024, as Chief Operating Officer.

Prior to WilliamsMarston, Sanjay was a Managing Partner at Ernst & Young LLP where he served as the Americas leader for Turnaround and Restructuring in addition to leading the East Region Accounts, where he drove double digit annual growth for his Fortune 100 clients. Before Ernst & Young, Sanjay held top roles at AlixPartners, Johnson & Johnson, McKinsey & Company, and the IBM T. J. Watson Research Center, where he demonstrated a proven track record of driving growth and transformation.

Throughout his career, Sanjay has excelled in optimizing operations, mentoring teams, and implementing business strategies that support organizational growth. He holds a Ph.D. in Industrial Engineering & Operations Research from Pennsylvania State University.

Chief Financial Officer

David brings over 20 years of experience in finance leadership to WilliamsMarston. He is responsible for overseeing the Firm’s Finance and IT functions. Most recently, David spent 10 years in various finance leadership roles at SharkNinja, a global consumer products company, including four years as Chief Financial Officer. During his time at SharkNinja, he played a pivotal role in leading the company through a period of tremendous growth fueled by both product line and geographic expansion.

Prior to SharkNinja, David spent 13 years in the assurance practices of various public accounting firms including Arthur Andersen, CCR and Grant Thornton where he led audits of public and private companies across various industries.

David holds a Bachelor of Science degree in Business and Economics with a concentration in Accounting from Lehigh University.

Partner – Northeast Region Accounting Advisory Leader

Mike brings 17 years of accounting advisory, consulting and executive management experience to WilliamsMarston. Mike advises a variety of clients in the areas of revenue recognition, debt and equity financings, lease accounting, consolidation, IPO readiness, SEC reporting and other complex technical areas. Mike is also one of the firm’s leaders in the life sciences industry with significant experience with collaboration and license agreements, joint-ventures, financial instruments (i.e., convertible debt and preferred stock), stock-based compensation and initial public offerings. His broad industry experience includes software, technology, manufacturing, telecommunications, consumer products and retail.

Prior to WilliamsMarston, he worked as a Senior Manager in the corporate accounting group of a large public pharmaceutical company, where he evaluated the accounting and reporting for collaboration agreements, business combinations, cost accounting and financial planning and analysis. Prior to working in industry, Mike was a Manager in the Accounting Advisory Services practice of KPMG LLP. While at KPMG LLP, Mike advised Fortune 500 companies on the accounting and reporting for revenue recognition, business combinations, restatements and consolidations. He also frequently spoke on behalf of KPMG LLP to clients and industry groups on the latest developments at the FASB and SEC, including the impacts of new accounting standards on organizations in various industries.

Mike is a Certified Public Accountant in both New York and New Jersey and holds a Bachelor of Science in Business Administration with a dual degree in Accounting and Finance, and a Master of Accountancy from West Virginia University.

Partner – South Region Accounting Advisory Leader

Travis has spent 23 years working with private-equity backed companies across a wide spectrum of industries including manufacturing, healthcare, software and services businesses. His expertise involves consistently delivering positive accounting advisory outcomes to clients in the ripples of transaction-related change events, including acquisitions, divestitures, carve-outs and capital market transactions. Travis’ clients and their equity sponsors benefit from his depth of technical accounting expertise combined with a pragmatic, outcome-focused, approach to client service.

Prior to joining WilliamsMarston, Travis was a partner and co-founder of Paradigm Advisory, LLC where he helped build and lead Paradigm’s private equity advisory practice. Travis began his career in PricewaterhouseCoopers LLP’s Private Company Services practice, where he worked with a wide variety of private-equity backed companies.

Travis holds a B.A. in Accounting from The University of Georgia and is a Certified Public Accountant in Georgia.

Partner – Northeast Advisory Banking and Capital Markets Leader

Jonathan brings more than 20 years of financial consulting and executive management experience to WilliamsMarston. Prior to WilliamsMarston, Jonathan was a Managing Director at Chord Advisors, LLC, a boutique accounting advisory firm serving more than 400 pre-IPO, public and private equity-backed growth companies on a variety of technical accounting, SEC reporting and capital markets transactions. While at Chord Advisors, Jonathan specialized in initial public offerings, SEC reporting, business combinations, equity financings, revenue recognition and Special Purpose Acquisition Companies (“SPAC’s”). His broad industry expertise includes financial services, technology, software, and life sciences.

Prior to Chord Advisors, Jonathan was the Head of US GAAP Accounting Policy at Jefferies Group in New York, a full-service global investment bank and institutional securities firm. While at Jefferies, Jonathan provided technical accounting and financial reporting advice on business combinations, consolidations, revenue recognition, stock-based compensation, goodwill impairment, financial instruments, fair value, earnings per share and leases. Jonathan led the firm’s implementation of new accounting standards, including of ASC 606, Revenue from Contracts with Customers, and ASC 842, Leases, and was a member of the AICPA Revenue Recognition Task Force for the Capital Markets Industry. Jonathan began his career in the Audit practice at KPMG LLP, primarily serving companies in the financial services industry.

Jonathan is a Certified Public Accounting in the State of New York and holds a Bachelor of Science in Accounting from Penn State University, where he graduated with distinction. He is also a CFA charter holder and a member of the CFA Institute.

Partner – Southeast Region Accounting Advisory Leader

Justin brings 16 years of accounting, reporting and executive management experience to WilliamsMarston. He provides leadership for diverse clients on numerous strategic financial issues. Justin has advised clients on technical reporting and accounting issues related to business combinations, divestitures, consolidation, bankruptcy and restructuring, debt offerings and related registration (including 144A and public debt syndication), as well as SEC reporting, segment analysis, debt vs. equity classification, exit/disposal activity, revenue recognition (including software revenue recognition under legacy ASC 985-605 and current ASC 606 revenue recognition guidance) and cash flow classification issues.

Prior to joining WilliamsMarston, Justin held senior positions at Aptean and in PricewaterhouseCoopers LLP’s Capital Market and Accounting Advisory Services (CMAAS) practice. Prior to serving in PwC’s CMAAS practice, Justin was in PwC’s Private Company Services (PCS) assurance practice.

Justin holds both a Bachelor of Science in Business Administration and a Masters in Accounting from Appalachian State University and is a Certified Public Accountant in both the states of North Carolina and Georgia.

Partner – West Region Accounting Advisory Leader

Guy brings significant professional experience in accounting, reporting and executive management to WilliamsMarston. Guy recently completed his tenure as a senior partner in EY LLP’s technology audit practice with over 38 years of professional experience, the majority of which was spent in Silicon Valley. While at EY, he served a variety of high-growth technology clients ranging from start-ups to Fortune 500 corporations with a global reach. Guy has extensive experience with merger and acquisition and revenue recognition issues and has worked with many publicly held software, SaaS/Cloud, internet and computer equipment companies on complex accounting, reporting and SEC matters. Guy’s experience includes initial and secondary public offerings, registered and exempt debt offerings in the US and foreign jurisdictions and working with client teams throughout Europe, Asia and South America.

During his tenure at EY, Guy served as the Assurance Leader for EY’s Global Technology Industry Sector for seven years.

Guy holds a Bachelor of Science in Commerce degree in Accounting from Santa Clara University. He is a Certified Public Accountant in California and Nevada.

Partner – National Tax Leader

Bruce brings more than 30 years of corporate income tax accounting, executive management and financial consulting experience to WilliamsMarston. Since joining WilliamsMarston, Bruce has focused primarily on the accounting for complex multi-jurisdictional corporate income taxes, corporate tax processes and tax compliance. He has also led several clients’ multinational tax teams in an interim management capacity providing invaluable expertise on improving their tax systems and processes. Bruce’s industry experience includes technology, life sciences, software, manufacturing, services, construction, retail and renewable power.

Prior to WilliamsMarston, Bruce worked for both Arthur Andersen and Deloitte LLP where he focused primarily on providing advice on complex corporate tax matters for public and private clients. While at Deloitte, Bruce was the Corporate Tax Process and Technology leader for the New York and New England regions.

Bruce is a Certified Public Accountant in the Commonwealth of Massachusetts and holds a Master of Science in Taxation degree from Suffolk University, where he graduated magna cum laude. He also holds a Bachelor of Science in Business Administration degree with concentrations in Finance and Accounting from the University of Maine.

Partner – Specialty Tax Leader

Scott brings over 25 years of experience advising clients on complex tax matters, with a particular focus on M&A strategic tax planning.

Before joining WilliamsMarston, Scott was a tax partner at Nutter, McClennen & Fish. Prior to that, he spent more than two decades at KPMG LLP, where he served as the Leader of the National M&A Strategic Tax practice.

At WilliamsMarston, Scott will advise clients on a broad range of tax matters, including domestic corporate taxation, tax structuring, tax due diligence, cross-border transactions, tax modeling, tax efficient financing, consolidated group issues, and international taxation. He will also assist in structuring tax-efficient transactions, analyzing merger agreements, providing tax opinions, and navigating complex technical tax issues related to C corporations, S corporations, partnerships, and limited liability companies.

Scott earned his LL.M. in Taxation from New York University School of Law, his J.D. from Seton Hall Law School, and his BBA in Finance from The University of Georgia.

Partner – OneStream Practice Leader

Ryan brings more than 17 years of experience to WilliamsMarston. As OneStream Practice Leader, he leads teams in delivering high‑impact OneStream implementations for enterprise and private equity-backed clients. With deep expertise in corporate performance management and financial systems design, he partners closely with CFOs, controllers, and their finance organizations to build scalable, efficient, and future‑ready consolidation, planning and reporting environments.

Before joining WilliamsMarston, Ryan was with AIT Consulting, acquired by WilliamsMarston in 2025. Prior to AIT, Ryan was a Senior Director at Alvarez & Marsal where he advised clients in the Energy and Distribution industries on financial close consolidations, budgeting and forecasting transformations, long‑term strategic financial modeling, and improved end‑of‑period and SEC reporting processes. He has deep experience managing enterprise financial software implementations, including OneStream XF, SAP BPC, and Hyperion Planning, Essbase, and Hyperion Financial Management.

Ryan is a Certified Public Accountant in the State of Texas and is a OneStream Certified Professional (OCP) – Lead Architect R1.

Ryan holds a Master of Science in Finance from Texas A&M University and a Bachelor of Business Administration degree in Accounting from Texas A&M University.

Partner – OneStream Practice Leader

Ben brings more than 18 years of experience to WilliamsMarston. As OneStream Practice Leader, he leads teams in delivering high‑impact OneStream implementations for enterprise and private equity-backed clients. With deep expertise in corporate performance management and financial systems design, he partners closely with CFOs, controllers, and their finance organizations to build scalable, efficient, and future‑ready consolidation and reporting environments.

Before joining WilliamsMarston, Ben was with AIT Consulting, acquired by WilliamsMarston in 2025. Prior to AIT, Ben held roles in management consulting and corporate finance, focusing on financial reporting, close management, budgeting and forecasting, and broader FP&A initiatives. Throughout his career, he has driven a meaningful impact through process improvement and standardization initiatives, system implementations, and cost reduction projects.

Ben is a OneStream Certified Professional (OCP) – Lead Architect R1 and serves on the OneStream Partner Advisory Board. He has led more than 120 OneStream projects for over 50 clients across a wide range of industries and company sizes, delivering functionality including consolidation, annual budgeting, rolling forecasting, long range planning, people and capital planning, account reconciliation, transaction matching, task manager, close manager, guided reporting, parcel service, and more.​

Ben holds a Bachelor of Science in Business Administration from the University of Missouri.

Partner – Transaction Advisory Leader

Chris brings more than 25 years of accounting, advisory and leadership experience to WilliamsMarston. Chris’ primary practice areas are mergers and acquisitions, financial planning and analysis and private equity services. He is a former partner and Southeast TAS/FDD Leader with BDO LLP and a former Senior Director in Deals at PricewaterhouseCoopers LLP where he spent nine years including six years based in Europe (Sweden and the Netherlands). He began his public accounting career within Deloitte LLP’s audit practice while based in Dallas and New York. He has also worked in progressive corporate controller and FP&A roles earlier in his career.

Chris specializes in providing bespoke financial due diligence and pre/post-closing services to private equity sponsors, corporate clients and founders during their acquisitions, divestitures and recapitalizations. He covers a broad range of industries with a concentration in manufacturing, distribution, industrial products, consumer products and business services and has supported transactions in North America, Europe and Asia.

Chris intentionally focuses on the middle market, delivering value to either the buyer or the seller via price optimization, risk mitigation or identifying other financial considerations. He supports roll-ups of targets below $100 million and has executed on large cap domestic and cross-border entities valued as high as $10 billion. Chris also held a critical advisory role in the divestitures of healthy assets from the Lehman Brothers estate including Neuberger Berman, Trilantic Capital, Tenaya Capital, Liberty View Capital.

Chris is a Certified Public Accountant in the State of Texas and holds a Bachelor of Business Administration in International Accounting from Texas A&M University.

Partner – National Valuation Leader

Joseph brings more than 20 years of valuation advisory experience to WilliamsMarston. His extensive valuation expertise includes financial reporting matters such as mergers and acquisitions, purchase price allocations, goodwill and intangible asset impairments, complex debt and equity instruments, tax reporting matters such as 409A and intangible asset valuations as well as litigation matters, solvency and fairness opinions. His broad industry experience includes technology, retail, biotechnology and pharmaceuticals.

Prior to WilliamsMarston, Joseph was a Partner at Bay Valuation Advisors LLC (“BVA”) for 7 years. While at BVA, Joseph advised numerous clients ranging from early-stage venture backed entities to Fortune 100 companies with their complex financial and tax reporting valuation matters. Prior to BVA, Joseph was a Senior Manager in Deloitte LLP’s Transactions & Business Analytics group. While at Deloitte, he served in various capacities including leading the valuation practice for Deloitte’s Technology Venture Center where he worked with numerous early-stage companies. Prior to Deloitte, Joseph provided litigation support at PricewaterhouseCoopers LLP where he assisted companies involved in patent infringement and purchase price disputes by developing complex economic lost profits models to estimate damages.

Joseph holds a Master of Science in Finance from Texas A&M University and a Bachelor of Business Administration degree in Accounting from Texas A&M University.

Partner – West Region Valuation Leader

Rob has over 30 years of valuation and strategic advisory experience. Prior to WilliamsMarston, Rob was the President and Managing Partner of Oracle Capital LLC, a boutique valuation advisory firm, nationally recognized for providing complex valuation services to publicly-traded and privately-held companies throughout the country. Oracle Capital was acquired by WilliamsMarston in July 2022. His particular areas of expertise are the valuation of closely held businesses, minority and majority business interests, securities, and intangible assets, pursuant to ASC 805, ASC 350, ASC 606, ASC 718, ASC 842, ASC 820, international tax planning, restructuring, acquisition, and litigation purposes. He also has experience providing merger & acquisition advisory, strategic advisory and fairness opinions to clients ranging from small businesses to Fortune 100 companies.

Prior to Oracle Capital, Mr. Maxfield spent approximately 10 years in the Transaction Advisory Services group at EY LLP working in both the Los Angeles and Chicago offices. He headed up the Midwest Region SFAS 141 and SFAS 142 (now ASC 805 and ASC 350) valuation practice at EY and served as the Midwest Region SAS 73/101 Review Leader (review of other firms’ valuation analyses). Rob also served on the EY National Life Science team and the EY National IPR&D team.

Mr. Maxfield holds a Masters in Business Administration, with Honors, from the University of Chicago Graduate School of Business. He also holds a Bachelor of Science in Business Administration from the University of Southern California.

Partner – Southwest Region Valuation Leader

Jay brings more than 27 years of deals and valuation leadership experience to WilliamsMarston.

Since joining WilliamsMarston, Jay has advised clients on a variety of valuation matters in the areas of financial reporting, tax reorganizations, acquisitions, divestitures, estate tax, and strategic decision-making.

Prior to WilliamsMarston, Jay held various leadership roles in PricewaterhouseCoopers LLP’s Deals Consulting practice. While at PwC, Jay’s clients included both public and private companies in a myriad of industries, including consumer markets, healthcare, industrial products, pharma, and telecommunications, among others.

He holds a Bachelor of Science degree in Business Administration with a concentration in Finance from Brigham Young University and a Masters in Business Administration from University of California – Los Angeles and is a Chartered Financial Analyst®.

Partner – Tax

Frank brings over 40 years of cross-border structuring and strategic tax planning experience to WilliamsMarston. He specializes in guiding domestic and international companies in forward-thinking, transparent tax planning to create more efficient and sustainable business entities. Over the course of his career, he has supported clients across the manufacturing, wholesale, retail, energy, and technology industries on cross-border tax structuring, data-driven tax rate consulting, acquisition and post-integration planning, and regulatory compliance matters.

Prior to WilliamsMarston, Frank lead the Senior Lead Tax Partner Group at KPMG LLP, supporting the firm’s most strategic Fortune 250 clients. Frank supported clients on a myriad of tax planning matters such as CAMT and Pillar 2 regulations, where he co-led a dedicated group to provide technical support on this emerging area.

Frank began his career at KPMG, focusing on international tax before being promoted to Partner in the firm’s Information, Communication, and Entertainment practice. During that time, he guided multiple technology companies through M&A and IPO transactions amid the dot-com boom. Frank was then promoted to Senior Lead Tax Partner in the Philadelphia practice, where he drove significant business growth, supporting global clients on matters including post-merger integration, international tax controversies, leasing, accounting for income taxes, among others. 

Frank has been a frequent speaker and author on emerging tax trends and served as a KPMG instructor for more than 25 years.

Frank is a Certified Public Accountant in the states of New Jersey and Pennsylvania and holds a Bachelor of Science in Accounting from Drexel University.

Partner – Accounting Advisory

Michael brings more than 13 years of accounting and reporting experience to WilliamsMarston across a spectrum of industries including financial services, technology, software-as-a-service, transportation, healthcare, asset management, insurance, and not-for-profit.

Prior to joining WilliamsMarston, Michael was a Managing Director at KPMG LLP in the firms audit practice. In addition to providing assurance services to one of the firms most high-profile public clients pertaining to US GAAP, SEC reporting, Sarbanes-Oxley compliance, business combination, and system integrations, Michael has advised private clients on initial public offerings, mergers and acquisitions, and the implementation of accounting standards. During his career at KPMG LLP, Michael served in the KPMG Department of Professional Practice where he provided technical accounting advice to client teams, served as a PCAOB liaison, and a member of KPMG’s Root Cause and Collaboration Group.

Michael holds a Bachelor of Science in Accounting and Mathematics from the University of Richmond and is a Certified Public Accountant in both Pennsylvania and Georgia.

Partner – Accounting Advisory

Justin brings 17 years of accounting and reporting experience to WilliamsMarston and specializes in assisting clients through execution of key strategic initiatives. He provides leadership and expertise to arrive at desired outcomes through aligning technical requirements with pragmatic solutions. Justin’s clients range from private equity through large publics and his clients benefit his experience ranging from transaction-related events including acquisitions, divestitures, carve-outs and capital markets transactions to GAAP-change and other accounting-related events or initiatives.

Prior to joining WilliamsMarston, Justin was a Managing Director in PricewaterhouseCoopers LLP’s Capital Market and Accounting Advisory Services (“CMAAS”) practice. Prior to PwC, Justin spent five years in the assurance practice at KPMG.

Justin is a Certified Public Accountant in Georgia and holds a Master of Science in Accounting and a Bachelor of Science degree in Business Administration from University of Georgia.

Partner – Accounting Advisory

Stephan is a relationship-driven executive who brings over 20 years of accounting and financial reporting experience across the U.S., Europe, and globally to WilliamsMarston. His broad industry experience includes life sciences, healthcare, automotive, manufacturing, consumer products, and retail.

Prior to joining WilliamsMarston, Stephan was a Partner in the Financial Accounting Advisory practice at Ernst & Young LLP in Chicago, where he served as EY’s Central Region Financial Accounting Advisory Services Leader for Life Sciences & Healthcare. Stephan advised Fortune 100 and Fortune 500 companies, private equity-owned, and privately held organizations, serving as a trusted advisor on complex accounting matters, transaction accounting, GAAP conversions, accounting change, IFRS, revenue recognition, and finance transformation. He frequently represented EY as a speaker at client and industry events and as a guest speaker at the Kelley School of Business in Indiana.

Stephan holds a Diplom-Ökonom (equivalent to a Master’s degree in Economics and Business Administration) from Ruhr University Bochum. He is a Certified Public Accountant (CPA), German Certified Public Accountant (Wirtschaftsprüfer), and German Certified Tax Advisor (Steuerberater). Stephan is fluent in English and German.

Partner – Valuation

Ethan brings 19 years of valuation advisory experience to WilliamsMarston. His extensive valuation experience includes financial reporting matters such as mergers and acquisitions, purchase price allocation, goodwill and intangible asset impairments, stock-based compensation, tax reporting matters such as 409a valuations as well as litigation matters, solvency and fairness opinions. His broad industry experience includes technology, healthcare and life sciences.

Prior to WilliamsMarston, Ethan was a Managing Director at Bay Valuation Advisors, LLC (“BVA”) for three years. While at BVA, Ethan advised numerous clients ranging from early-stage venture backed entities to Fortune 100 companies with their complex valuation matters related to financial, tax reporting and litigation. Prior to BVA, Ethan was in Deloitte LLP’s Transactions and Business Analytics valuation practice for more than 12 years. In this capacity, he provided advisory services on complex financial modeling and developed deal models to assist with the assessment of strategic alternatives. He also reviewed hundreds of valuation analyses prepared by, or on behalf of, audit clients. Prior to Deloitte, Ethan worked in the forensic and litigation support services group at PricewaterhouseCoopers LLP.

Ethan is a Certified Public Accountant in the State of Texas and a Chartered Financial Analyst® . He holds a Bachelors of Business Administration in Accounting and a Masters in Finance from Texas A&M.

Partner – Tax

Brian brings over 30 years of corporate income tax accounting, corporate tax compliance and executive management experience to WilliamsMarston. Since joining WilliamsMarston, Brian has focused primarily on providing complex corporate tax consulting and compliance services to domestic and multinational clients for both public and privately held companies. He has extensive experience with ASC 740, accounting for income taxes, tax accounting for share-based payments, multi-state tax planning, mergers and acquisitions and tax controversy. His industry experience includes biotechnology, pharmaceuticals, manufacturing and technology.

Prior to joining WilliamsMarston, Brian was a Senior Tax Manager at Arthur Andersen and EY LLP where he assisted numerous public and private clients with complex corporate income tax matters including income tax provisions and tax compliance. Throughout his career, Brian has served as a tax consultant for complex tax strategies as well as assisted many clients in the process of becoming SEC registrants.

Brian is a Certified Public Accountant in the Commonwealth of Massachusetts and holds a Bachelor of Science in Accountancy degree from Bentley University, where he graduated magna cum laude.

Partner – Tax

Alec brings 13 years of corporate tax compliance, planning and advisory experience to WilliamsMarston. Since joining WilliamsMarston, Alec’s primary practice areas have included US federal and state taxation, mergers and acquisitions, international taxation, and accounting for income taxes, including financial statement disclosures, purchase accounting, valuation allowance assessments, analysis of uncertain tax positions and accounting for stock-based compensation. He has vast experience both in preparing and reviewing complex provisions for income taxes under ASC 740 and has recently served as interim tax director for a public technology company.

Prior to WilliamsMarston, Alec was in the mergers and acquisitions tax practice at KPMG LLP, where he advised private equity firms and multinational strategic acquirers on due diligence and complex tax structuring of potential acquisition targets. Prior to KPMG, Alec spent seven years in the corporate tax practice at RSM US LLP, where he rose to the level of Senior Manager. While at RSM, Alec provided corporate tax consulting and tax compliance services to both private and publicly held middle-market companies.

Alec is a Certified Public Accountant in the Commonwealth of Massachusetts and holds a Master of Science in Taxation degree from the University of Denver. He also holds a Bachelor of Science in Business Administration degree with a concentration in Accounting from the University of Massachusetts Amherst, where he graduated summa cum laude and was a Commonwealth Honors College Scholar with greatest distinction.

Partner – Accounting Advisory

Jim brings over 19 years of accounting and financial reporting experience to WilliamsMarston.

Prior to joining WilliamsMarston, Jim spent over 19 years in PricewaterhouseCoopers LLP’s Assurance practice, serving clients in Los Angeles, the Bay Area, and Seattle, and was a leader in PwC’s Emerging Company Solutions practice, helping private companies grow, scale, and prepare for exit. Jim advises public and private clients in areas such as revenue recognition, complex debt and equity financings, share-based compensation, lease accounting, business combinations, IPO readiness and execution, SEC financial reporting, IT system implementations, internal controls, and other complex technical areas. His broad industry experience includes technology, software, SaaS/cloud, semiconductor, computer networking, entertainment & media, telecommunications, biotechnology, health services, and consumer products.

Throughout his career, Jim has served a variety of high-growth clients ranging from start-ups to Fortune 500 companies with global footprints and distributed teams. His extensive experience includes initial and secondary offerings, mergers and acquisitions, establishing and maintaining internal control frameworks, and helping companies successfully navigate each stage of growth.

Jim holds a Master of Accounting, and a Bachelor of Arts in Business Administration with majors in Accounting and Finance, from Washington State University, and is a Certified Public Accountant in both Washington and California.

Partner – Accounting Advisory

Aric leads WilliamsMarston’s Accounting Advisory practice in Southern California and brings significant professional experience in accounting advisory, auditing, financial reporting, and executive management. Aric began his career in the EY LLP Audit Practice in the Bay Area, auditing some of the firm’s largest global TMT accounts. He also completed a 2-year international assignment in EY’s Global Headquarters in London, England, followed by 1-year in Brisbane, Australia.

Since 2018, Aric has been supporting public and high-growth private clients across many industries helping management teams solve their most complex accounting, finance, and transformation problems. As a trusted advisor, he has deep subject matter expertise in Revenue Recognition, Leases, Business Combinations, Debt vs Equity, and Stock-based Compensation among other topics. Prior to joining WilliamsMarston, Aric led the Accounting Advisory Practice in California at CrossCountry Consulting.

Aric holds a Bachelor of Science in Accounting from Brigham Young University and a Master of Accounting from the University of Utah. He is a Certified Public Accountant in California and an inactive IFRS Chartered Accountant in Australia and New Zealand.

Partner – Tax

Marianne brings over 25 years of tax advisory experience to WilliamsMarston with international tax as her primary practice area, focusing on cross border investments and transactions. Her experience includes both inbound and outbound tax planning, structuring for private equity fund investors and investments (domestic, offshore, fund of funds, and real estate funds), and multinational corporations, including advising on taxable presence, treaty application, choice of entity and jurisdiction, cross border corporate restructuring, entity rationalization, mergers, acquisitions, dispositions, tax-efficient repatriation, Subpart F and GILTI management, foreign tax credits and withholding taxes. Her experience is broadly applicable to companies in all industries, with extensive experience in the financial services, life sciences and technology industries.

Prior to joining WilliamsMarston, Marianne was a co-founder and partner at 704beantown advisers, LLC. Prior to 704beantown, Marianne was a principal at RSM US LLP where she led their Boston international tax practice. Marianne began her career as a tax attorney at WilmerHale.

Marianne holds a J.D. from Harvard Law School, where she graduated cum laude, and a B.A. in psychology from Tufts University, where she graduated magna cum laude. She is a member of the Massachusetts Bar and active in various professional organizations in the Northeast.

Partner – Accounting Advisory

Mark brings over 30 years of accounting, reporting and executive management experience to WilliamsMarston. He has broad technical accounting and financial reporting expertise developed during his thirteen-year tenure at a Big 4 accounting firm, including two years in the firm’s national office, and sixteen years in senior leadership roles for a leading credit rating agency. He is a recognized thought leader and trusted advisor to accounting standard setting organizations and regulators on numerous initiatives to better align financial reporting with the needs of investors. He is also a frequent speaker at high-profile conferences on financial reporting and capital markets issues. At WilliamsMarston, Mark advises companies on revenue recognition, debt and equity financings, IPO readiness, SEC reporting, International Financial Reporting Standards, and other complex transactions.

Prior to WilliamsMarston, Mark was a Managing Director in the Credit Strategy and Standards Group at Moody’s Investors Service and served as the Chief Credit Officer for the Global Financial Institutions rating group. During his time at Moody’s, Mark also led a team of analysts with specialized expertise in accounting and financial reporting, corporate governance and complex financing structures. He was also the author of and contributor to market leading credit research, often focusing on the implications of accounting, reporting and regulatory developments. While at Moody’s, Mark was a liaison with the FASB, IASB, SEC and PCAOB on numerous capital markets and reporting issues affecting investors.

Mark began his career at KPMG LLP and during his thirteen-year tenure with the firm, Mark spent two years in the Department of Professional Practice (DPP) where he provided technical accounting advice to client service teams in the areas of business combinations, income taxes, derivatives and hedging, and revenue recognition. He also contributed to KPMG’s publications on IFRS, derivative and hedge accounting and foreign currency translation. Prior to DPP, Mark was the lead Senior Manager on several high-profile audit clients including The Gillette Company and Pepsi-Cola International.

Mark was a member of the FASB’s Financial Accounting Standards Advisory Council (FASAC) from 2016 to 2020 and was also a member of the Emerging Issues Task Force (EITF) from 2008 to 2019. He is a Certified Public Accountant in the State of New York and holds a Bachelor of Business Administration Degree with a concentration in Accounting from Siena College where he graduated with honors.

Partner – Tax

Marc brings more than 25 years of partnership taxation experience to WilliamsMarston. He is a trusted adviser to many private equity, venture capital and fund of fund clients at various stages in their life cycle. Marc is focused primarily advising on complex partnership tax matters that are common to private equity and venture capital funds, their managers and their portfolio companies including tax structuring, mergers and acquisitions and tax compliance oversight for complex business structures. His industry experience includes private equity, venture capital, consumer products and services, professional services and real estate.

Prior to joining WilliamsMarston, Marc was a partner with 704beantown advisers, LLC, a consulting firm he co-founded focused on providing targeted tax advisory services to clients in the private equity and venture capital space. Prior to launching 704beantown, Marc was a partner with RSM US LLP where he led their Boston Partnership Tax practice for many years. Marc spent the first eight years of his career in public accounting with Andersen and Deloitte.

Marc is a licensed Certified Public Accountant in the Commonwealth of Massachusetts and holds a Bachelor of Science in Business Administration from Bryant University.

Partner – Valuation

Kyle is an expert in the valuation of businesses, intangible assets and financial instruments for financial reporting and tax purposes.

He has experience providing transaction based valuation services for the purposes of purchase price allocations, asset impairments, stock-based compensation, pre-deal valuation advisory services, bankruptcy reorganizations, REIT conversions and transaction tax structuring. He has also provided valuation services for the purposes of gift and estate tax, litigation support, fairness opinions and solvency opinions.

He has an expert knowledge of the US GAAP and SEC accounting guidance related to purchase accounting, asset valuation, and impairment testing. He has extensive knowledge of the US Internal Revenue Code related to tax reorganizations and other transaction based tax issues.

Since 1997, Kyle has provided valuation consulting services to a broad range of public and private companies across multiple industries, including industrial products, manufacturing, technology, retail & consumer, metals, biotechnology, telecommunications, airlines, financial services, health care, insurance, investments, oil & gas, media, restaurants, agriculture, real estate, private equity and trucking.

Prior to joining HDH in 2016, Kyle was a Deals Director in the Atlanta Transaction Services group of PricewaterhouseCoopers LLP for nine years. Prior to joining PwC, Kyle spent six years in the Atlanta Financial Valuation Group of American Appraisal Associates, four years at Adams Capital (an Atlanta, GA valuation firm) and five years as an asset manager at Creative Financial Group (now part of Synovus).

Kyle is an Accredited Senior Appraiser through the American Society of Appraisers (ASA). He is also a member of the CFA Institute, Atlanta Society of Finance and Investment Professionals, Mensa and Intertel. He earned his MBA from Georgia State University and has a BBA in Banking & Finance from the University of Mississippi.

Partner – Tax

Leah brings 18 years of corporate income tax accounting and financial reporting experience to WilliamsMarston. Since joining WilliamsMarston, Leah has focused primarily on the accounting for income taxes under ASC 740 and advising clients on complex transactions such as initial public offerings, mergers and acquisitions, accounting standard updates, pro-forma tax modeling, and long-range tax rate planning for GAAP and non-GAAP reporting purposes. She has also successfully assisted clients in remediating internal control deficiencies and material weaknesses, identifying and correcting tax issues for restatements and process improvements for the tax provision. Leah’s extensive industry experience includes biotechnology, pharmaceuticals, life sciences, manufacturing, software and technology.

Prior to joining WilliamsMarston, Leah spent seven years at RSM US LLP where she was responsible for managing income tax accounting engagements and providing corporate income tax compliance services for large multinational public and private corporations. While at RSM, she also provided services on a broad range of tax consulting projects including tax controversies, tax accounting method changes, calculating credits and incentives, and the research and documentation of complex technical tax issues.

Leah is a Certified Public Accountant in the Commonwealth of Massachusetts and holds a Master of Science in Accountancy degree and a Graduate Certification in Taxation from Bentley University, where she graduated cum laude. She also holds a Bachelor of Science in Accountancy degree from Bentley University.

Partner – Accounting Advisory

Bjorn brings more than 35 years of forensic accounting experience to WilliamsMarston.

Bjorn has directed and conducted many investigations for public and private companies and led numerous independent and internal investigations on behalf of boards, Special Committees, and Audit Committees. Bjorn has assisted attorneys and their clients in over 300 disputes as a consultant, testifying expert, or third-party neutral. He has extensive experience testifying as an expert in federal and state courts, arbitrations, and before the ICC International Court of Arbitration.

Prior to WilliamsMarston, Bjorn held various leadership roles such as Americas Leader of EY LLP’s Disputes practice and West Region Leader of EY’s Forensics practice. During his career, Bjorn’s clients included both public and private companies in a broad spectrum of industries, including financial services, healthcare, internet, life sciences, manufacturing, media & entertainment, professional services, real estate, securities, and technology.
Bjorn is a Certified Public Accountant in California, accredited in Business Valuation (ABV) and certified in Financial Forensics (CFF) by the AICPA, Certified Fraud Examiner (CFE), and holds a Bachelor of Arts degree in Economics from Claremont McKenna College.

Partner – Valuation

John brings almost 30 years of valuation advisory experience to WilliamsMarston. His extensive valuation expertise includes mergers and acquisitions, purchase price allocations, goodwill and intangible asset impairments, complex debt and equity instruments, investment management contracts including carried interest and performance fee rights, as well as litigation matters, solvency and fairness opinions. With broad experience across the financial services industry, John specializes in helping investment managers with their most important valuation issues.

Prior to WilliamsMarston, John was a Partner at Bay Valuation Advisors LLC (“BVA”), a nationally recognized leading provider of complex valuation advisory services for more than 4 years. While at BVA, John advised numerous clients ranging from early-stage venture backed entities to Fortune 100 companies with their complex financial and tax reporting valuation matters. Prior to BVA, John led Deloitte LLP’s valuation practice for the investment management industry, advising many of the world’s largest investment managers. Prior to Deloitte, John was a Manager in the valuation practice of another Big Four firm, and prior to that, he worked in a boutique valuation and litigation consulting firm.​

John holds a Bachelor of Arts in Government, with a minor in German from Dartmouth College.

Partner – Tax

Dan brings over 25 years of corporate income tax accounting and financial reporting experience to WilliamsMarston. Dan focuses on primarily income tax provision and financial statement tax reporting for public and private companies located throughout the country. He has assisted companies with IPO readiness, mergers and acquisitions, tax return compliance, tax considerations associated with various stock compensation plans, US tax implications of international operations, reporting of uncertain tax positions and other general tax consulting projects. Additionally, he has led a number of teams providing outsourced tax department services to a variety of clients over his career. Dan’s extensive industry experience includes health industries, retail and consumer products, technology, energy, aviation, restaurants and defense contracting.

Prior to joining WilliamsMarston, Dan spent seven years at boutique tax firms in Southern California where he specialized in accounting for income taxes for public and private companies nationwide. Dan started his career in the Tax practice of Deloitte LLP where he rose to the level of Senior Manager. Dan then spent several years at PricewaterhouseCoopers LLP in San Diego serving tax clients across a variety of industries.

Dan is a Certified Public Accountant in both the State of California and the Commonwealth of Massachusetts and holds a Masters in Taxation from Northeastern University. He also holds a Bachelors of Science degree in Accounting and Information Systems from the University of Massachusetts Amherst, where he graduated summa cum laude.

Partner – Valuation

Sam brings 17 years of valuation advisory experience to WilliamsMarston. His extensive valuation expertise includes financial reporting matters such as mergers and acquisitions, purchase price allocations, goodwill and intangible asset impairments, complex debt and equity instruments, stock-based compensation, tax reporting matters such as 409A and intellectual property valuations as well as litigation matters, solvency and fairness opinions. His broad industry experience includes healthcare, life sciences, technology and investment management.

Prior to WilliamsMarston, Sam was a Managing Director at Bay Valuation Advisors, LLC (“BVA”) for 13 years. While at BVA, Sam advised numerous clients ranging from early-stage venture backed entities to Fortune 100 companies with their complex valuations for financial, tax reporting and litigation matters. Sam’s work at BVA included advising leading healthcare, life sciences and technology companies on the analysis of equities, intangible assets, and complex securities with regard to mergers and acquisitions, impairment studies, stock-based compensation, and tax planning activities, as well as assisting investment managers with valuing portfolio investments. In addition, Sam has experience with fair market value engagements for regulatory compliance with the Stark law and Anti-Kickback statute.

Sam is a Chartered Financial Analyst® and holds a Bachelor of Arts in Economics and a Bachelor of Arts in Integrative Biology from the University of California, Berkeley, where he graduated with honors.

Partner – Accounting Advisory

Sarah brings 14 years of accounting and financial reporting experience to WilliamsMarston LLC. She works with a variety of clients specializing in issues related to business combinations, carve-outs, consolidation, leases, share-based compensation, and US GAAP financial reporting, as well as assisting clients through the initial public offering process and audit preparedness. Sarah’s experience includes working with privately held clients in the manufacturing, distribution, and life sciences industries.

Prior to joining WilliamsMarston, Sarah spent 11 years with PricewaterhouseCoopers LLP in the private company audit practice. During her time at PwC, Sarah worked directly with clients to complete complex transactions such as IFRS conversions, foreign listings and business combinations.

Sarah is a Certified Public Accountant in the State of South Carolina and received her Bachelor of Science in Business Administration from Presbyterian College and her Master of Accountancy from North Carolina State University.

Partner – Valuation

Nick brings 25 years of valuation advisory experience to WilliamsMarston. His extensive valuation expertise includes financial reporting matters such as mergers and acquisitions, purchase price allocations, goodwill and intangible asset impairments, complex debt and equity instruments, tax reporting matters such as 409A and intangible asset valuations as well as litigation matters, solvency and fairness opinions. Nick’s broad industry experience includes software, biotechnology, life sciences, and manufacturing industries.

Prior to WilliamsMarston, Nick was a partner at Bay Valuation Advisors, LLC’s (“BVA”) for more than 12 years. While at BVA, Nick advised numerous clients ranging from early-stage venture backed entities to Fortune 100 companies with their complex valuations for financial, tax reporting and litigation matters. Nick began his career in Deloitte LLP’s Financial Advisory Services practice in New York where he provided valuation advisory services to some of the largest life sciences companies in the world. While at Deloitte, Nick was also actively involved in recruiting, training on various technical valuation topics and mentoring staff on their career development.

Nick is an Accredited Member with the American Society of Appraisers and holds a Bachelor of Science with a concentration in finance and accounting from William Paterson University.

Partner – OneStream Practice Leader

Matthew Shirley, CPA, CISA, is a founder and Partner of AIT Consulting, a WilliamsMarston Company, where he leads one of the industry’s most respected OneStream implementation practices. With a career spanning more than fourteen years across global financial reporting, consolidations, risk assurance, and corporate performance management, Matthew has built a reputation for delivering comprehensive, high‑impact financial transformation solutions. His leadership at AIT Consulting reflects a hands‑on, people‑first approach that integrates deep technical accounting expertise with advanced IT and system design capabilities. Under his direction, AIT has become a premier partner for organizations seeking to modernize their financial consolidation, reporting, and planning processes through the OneStream platform.

Since founding AIT Consulting in 2018, Matthew has overseen the successful implementation of numerous complex OneStream solutions, guiding clients across diverse industries through mission‑critical transformation initiatives. He holds both the Certified Public Accountant (CPA) and Certified Information Systems Auditor (CISA) credentials.

Matthew earned his Bachelor of Business Administration (BBA) in Accounting and Master of Science (MS) in Management Information Systems from Texas A&M University.

Partner – Valuation

Mike has over 30 years of “Big-4” valuation, mergers and acquisitions, and financial and tax accounting experience. Prior to joining WilliamsMarston, Mike was a Senior Managing Director with Oracle Capital.  Prior to Oracle Capital, Mike spent four years as a Partner/Principal in the Economic and Valuation Services practice of KPMG where he led their Pacific Southwest Valuation Services group.  Prior to KPMG, Mike was a Partner/Principal with Ernst & Young’s Transaction Advisory Services group.  Additionally, Mike spent two years as the Valuation Fellow at the Financial Accounting Standards Board (FASB) where he was involved in all fair value, business combination, and goodwill impairment issues.  Currently, Mike is an adjunct professor at the University of Southern California’s Leventhal School of Accounting where he teaches a class entitled “Valuation for Financial Statement Purposes”.

Mike has been involved in major transactions for numerous Fortune 100, mid-market, and small-cap companies, both domestically and globally.  He has worked on valuation engagements involving numerous industries, including technology, engineering and construction, aerospace/defense, consumer products, health care/life sciences, and telecommunications.  He provides valuation opinions for a variety of purposes, including financial reporting (US GAAP and IFRS), tax reporting (IRS and foreign tax), mergers and acquisitions/pricing, and business modeling.  These opinions include the valuation of intangible assets, reporting units, common stock, minority and majority business interests, privately held interests, debt instruments, and other “Level 3” securities. 

Mike is a credentialed CFA (Chartered Financial Analyst) charterholder, designated as an Accredited Senior Appraiser (ASA) with the American Society of Appraisers, and is Certified in Entity and Intangible Valuations (CEIV) with the AICPA.  He holds a Bachelor degree in Business Administration from the University of Southern California, and a Master degree in Business Administration (Finance) degree from Pepperdine University.

Partner – Accounting Advisory

Laura brings 25 years of strategic accounting and financial leadership experience, distinguished by her expertise in transforming business processes and navigating complex accounting and reporting matters. As a Partner at WilliamsMarston, Laura specializes in working collaboratively with clients to optimize critical processes across the Office of the CFO. Her deep operational expertise enables her to guide clients through periods of significant transformation and high-stakes transactions.

With a distinguished career spanning Big Four accounting and corporate leadership roles, Laura has established herself as a thought leader on topics ranging from financial controllership to technical accounting matters, including revenue recognition, share-based payments, and foreign currency.

Prior to joining WilliamsMarston, Laura held pivotal roles within global organizations and contributed to several successful transactions, including an initial public offering and other debt and equity restructurings. At EY LLP, Laura was a Senior Manager in the Assurance practice, primarily serving publicly listed clients in the Telecommunications, Media and Technology industry, including the second-largest global telecommunications company on the Fortune 500. While at EY, Laura was nominated to lead select training programs and served on various committees focused on the advancement of women in the profession.

A Certified Public Accountant in New York, Laura holds a Bachelor of Science in Accounting from Fordham University’s Gabelli School of Business.

Partner – Accounting Advisory

Dave brings more than 28 years of accounting and reporting experience to WilliamsMarston. Dave has advised clients on a variety of technical accounting matters including financial instruments, lease accounting, revenue recognition, consolidations, IPO readiness, SEC reporting and other technical matters.

Prior to WilliamsMarston, Dave held various roles in his 27 years at Deloitte LLP, both in their Assurance and Advisory practices, including Lead Business Partner, Lead Talent Partner and Regional Technical Leader. While at Deloitte, Dave led the work for one of the firm’s largest and highest-profile clients, overseeing a multi-year divestiture program totaling over $6 billion in transaction value. Dave’s industry experience includes public and private clients in all sectors of the Energy Industry, including Oil & Gas and Chemicals, Power, Utilities and Renewables and Industrial Products.

Dave is a Certified Public Accountant in Texas and holds both a Bachelor of Business Administration and Masters in Professional Accounting from the University of Texas at Austin.

Managing Director – Healthcare Transaction Advisory

Matt brings more than 16 years of accounting and advisory experience to WilliamsMarston.

Prior to WilliamsMarston, Matt was a Managing Director at PricewaterhouseCoopers LLP, where he spent his entire career. While at PwC, he advised private equity and corporate clients on complex acquisitions and divestitures, specializing in financial due diligence. His work focused primarily on transactions in the healthcare, healthcare-adjacent, and pharmaceutical sectors, supporting deals ranging from millions to billions of dollars in value. Matt has deep experience across a broad range of subsectors within these industries and is known for delivering a best-in-class client experience on every engagement. He is also recognized as a leader in leveraging technology and data analytics to drive actionable, data-informed insights.

Matt is a Certified Public Accountant in the State of New Jersey and holds a Bachelor of Science in Accounting with a minor in Finance from The College of New Jersey, where he graduated Magna Cum Laude.

Managing Director – Accounting Advisory

Joe brings 11 years of accounting and financial reporting experience to WilliamsMarston. Since joining WilliamsMarston, Joe has advised clients on initial public offerings, mergers and acquisitions, the implementation of the new revenue and lease standards and various other complex technical accounting matters including those pertaining to collaborative arrangements, consolidations, debt, preferred stock, stock-based compensation and SEC reporting. Joe has also provided interim management and assisted clients with audit preparedness and the implementation of internal controls, policies and procedures.

Prior to WilliamsMarston, Joe was in the Audit practice of PricewaterhouseCoopers LLP in Boston for four years. While at PwC, Joe led the fieldwork for one of the firm’s largest and highest-profile clients, overseeing the engagement team and all audit areas including the review of the financial statements. Joe’s industry experience includes biotechnology, software-as-a-service, medical device and financial services, amongst others.

Joe holds a Bachelor of Arts in English from the College of the Holy Cross and a Master of Science in Accounting and Business Administration from Northeastern University.

Managing Director – Accounting Advisory

Sam brings 12 years of accounting and reporting experience to WilliamsMarston. Since joining WilliamsMarston, Sam has advised clients on a variety of technical and operational accounting matters. Sam’s technical expertise includes the new revenue recognition standard, the new leasing standard, collaborative arrangements, consolidations, business combinations, stock-based compensation, SEC reporting and the accounting and reporting for complex financial instruments including convertible debt and warrants. Sam has also advised clients on process improvement, audit readiness, initial public offerings, mergers and acquisitions, including post-merger integrations, and Sarbanes-Oxley implementations. He has also provided interim financial leadership for multiple organizations.

Prior to WilliamsMarston, Sam was a Manager in the Assurance practice at EY LLP in Boston where he specialized in the life sciences, healthcare, technology and manufacturing industries. While at EY, Sam assisted both public and private clients with US GAAP, SEC reporting and Sarbanes-Oxley compliance. He also advised clients with a variety of technical accounting matters including business combinations, revenue recognition, research and development expenses, stock-based compensation and financial instruments.

Sam is a Certified Public Accountant in the State of Massachusetts and holds a Bachelor of Business Administration degree in Accounting from the University of Notre Dame.

Managing Director – Valuation

Juan brings more than 16 years of expertise in financial advisory and valuation services to WilliamsMarston. He has extensive experience across the upstream, midstream, downstream, and oilfield services segments of the oil and gas industry, as well as the minerals and mining industries. Prior to joining WilliamsMarston, Juan was a key member of Deloitte LLP’s advisory practice in Houston, where he specialized in delivering valuation and financial consulting solutions to energy clients.

Throughout his career, Juan has led a wide range of corporate financial advisory engagements, including valuations for tax planning and reporting, consulting on equity interests in private and public companies, fresh start accounting valuations, purchase price allocations under GAAP, IFRS, and tax standards, as well as goodwill and long-lived asset impairment analyses. 

Juan has been a guest speaker at the American Society of Appraisers Midstream Conference and a panelist at the American Society of Appraisers Energy Conference, both held in Houston, TX.

Before his tenure at Deloitte, Juan gained diverse professional experience as a broker for Lehman Brothers in Miami, FL, and as an intern at NASA Johnson Space Center during his time as a student at Rice University.

Juan earned a Bachelor of Arts in Finance from The Catholic University of America and a Master of Business Administration from Rice University’s Jones Graduate School of Business.

Managing Director – Tax

Sean brings 16 years of corporate income tax accounting and financial reporting experience to WilliamsMarston. Since joining WilliamsMarston, Sean has focused primarily on income tax accounting and advising clients on complex transactions such as initial public offerings, mergers and acquisitions and accounting standard updates. Sean’s industry experience includes life sciences, manufacturing, software and technology.

Prior to joining WilliamsMarston, Sean was a Senior Manager in EY LLP’s Global Tax Compliance & Reporting practice where he provided comprehensive business tax advisory, compliance, and assurance services to public and private corporate clients. He also assisted clients with initial public offerings and performed a wide variety of domestic and international tax advisory services. His expertise includes income tax accounting under US GAAP and IFRS, tax compliance issues and transaction advisory services. In addition to his time in EY’s Boston office, Sean spent 3 years in EY’s London office performing tax accounting and risk advisory services for clients in the European market including transaction tax accounting assistance, US GAAP to IFRS financial statement conversions and tax account remediation services.

Sean is a Certified Public Accountant in the Commonwealth of Massachusetts and holds a Master of Science in Accounting degree and a Bachelors of Business Administration in Accounting from the College of William & Mary, where he graduated magna cum laude.

Managing Director – Accounting Advisory

Catherine brings 18 years of technical accounting and financial reporting experience to WilliamsMarston. Since joining WilliamsMarston Catherine has advised clients in the financial services, software, biotechnology, life sciences, entertainment and manufacturing industries on a variety of technical accounting matters including business combinations, common control transactions, disposals and discontinued operations, goodwill, intangible and long-lived asset impairment, lease accounting, consolidations and complex financial instruments including convertible debt and warrants.

Prior to WilliamsMarston, Catherine was the Head of Corporate M&A Accounting Policy at Citigroup (“Citi”), managing the team responsible for researching, documenting, and advising on the technical accounting for complex transactions, global functions, and areas of significant judgement. While at Citi, Catherine served as a trusted advisor to senior management on the accounting and SEC financial reporting for disposals, business combinations and asset acquisitions, transfers of financial assets, consolidation, intercompany transactions, leases, segment reporting, and impairment testing for goodwill, intangibles, and long-lived assets. Catherine led the firm’s implementation of ASC 842, Leases and assisted in the implementation of other standards including ASC 606, Revenue from Contracts with Customers, and ASC 326, Credit Losses (CECL). Catherine began her career in the Audit practice at KPMG LLP, first in Los Angeles and then New York, primarily serving companies in the financial services industry.

Catherine is a Certified Public Accountant in the State of New York and holds a Bachelor of Science degree in Accounting from Pepperdine University, where she graduated magna cum laude.

Managing Director – Transaction Advisory

Matt brings 14 years of accounting and advisory experience to WilliamsMarston.

Prior to WilliamsMarston, Matt spent the entirety of his professional career at PricewaterhouseCoopers LLP. While at PwC, he spent the last decade in the Deals practice providing financial due diligence services to both private equity and corporate clients with deal values ranging from $5 million to over $15 billion.

Matt’s financial due diligence experience includes acquisitions, divestitures, carveouts, and recapitalizations. His expertise includes evaluating the underlying integrity of financial information, quality of earnings, cash flows and net working capital. Matt’s experience covers a broad range of industries, with a focus on the technology industry, both domestically and internationally.

Matt is a Certified Public Accountant in the Commonwealth of Massachusetts and holds Bachelor of Science degree in Accounting from Villanova University, as well as a Master of Science degree in Accounting from Bentley University.

Managing Director – Tax

Alessandro brings 13 years of transfer pricing and operating model effectiveness experience gained between Europe and the US to WilliamsMarston.

Prior to WilliamsMarston, Alessandro held various roles of increasing responsibility in EY LLP’s transfer pricing practice supporting both public and private companies in a broad variety of industries, including technology, retail (luxury brands), pharmaceuticals, media and entertainment and legal services amongst others. He provided a wide variety of transfer pricing services pertaining to compliance, planning, implementation, intellectual property (IP) valuations, support mergers and acquisitions, tax provisions and due diligence from a transfer pricing perspective.

Alessandro also provided technical transfer pricing support to multinational enterprises during Advanced Pricing Agreements (APAs) both unilateral and bilateral as well as audits. He led several transfer pricing planning projects advising under both US transfer pricing regulations and OECD transfer pricing guidelines. In addition to his time in EY’s New York office, Alessandro also spent four years in EY’s Rome office performing transfer pricing services for European companies where he mainly focused on transfer pricing compliance and audit support.

Alessandro holds a Bachelor degree in Economics and a Master’s degree in Economics from the University Federico II (Naples, Italy).

Managing Director – Valuation

Paul brings 11 years of valuation advisory experience to WilliamsMarston, with a focus on venture-backed technology companies.

His valuation expertise includes tax reporting matters such as IRC 409A, ASC 820, gift and estate planning, and intellectual property valuations; and financial reporting matters such as mergers and acquisitions, purchase price allocations, goodwill and intangible asset impairments, and stock-based compensation. His broad industry experience includes technology, life sciences, healthcare, and consumer product companies

Prior to joining WilliamsMarston, Paul was a Vice President at Morgan Stanley where he advised numerous clients ranging from early-stage venture-backed companies to Fortune 100 companies. Paul specializes in 409A and has significant experience working closely with clients throughout the IPO process, including regulatory and audit reviews. Prior to joining Morgan Stanley, Paul worked as a Senior Associate at Moss Adams, and as a Research Analyst at FMV Opinions.

Paul holds a Bachelor of Science Degree in Economics from the University of California, Santa Barbara.

Managing Director – Accounting Advisory

Christine brings 13 years of accounting and financial reporting experience to WilliamsMarston. Since joining WilliamsMarston, Christine has advised clients in the software, media, pharmaceutical, biotechnology and manufacturing industries on a variety of technical accounting matters including revenue recognition, lease accounting, business combinations, goodwill impairment, debt modifications, capitalized software costs, stock-based compensation and SEC reporting. Additionally, she has assisted clients with IPO readiness, audit readiness, month end close processes and Sarbanes-Oxley compliance. She has served in various interim management roles including interim VP of Finance, Controller, Assistant Controller and Director of Financial Reporting, for both private and public companies in the software, manufacturing and pharmaceutical industries.

Prior to WilliamsMarston, Christine was a Manager in the Assurance practice of PricewaterhouseCoopers LLP in Boston. While at PwC, her clients included various private and public companies within the retail, consumer and industrial products industries. She provided assurance services pertaining to US GAAP, SEC reporting and Sarbanes-Oxley compliance with extensive experience in inventory and lease accounting. She has worked with clients through their initial public offering and secondary offering processes as well as first year SOX 404 compliance.

Christine is a Certified Public Accountant in the Commonwealth of Massachusetts and holds a Bachelor of Science degree in Business Administration with concentrations in Accounting and Marketing from Boston College.

Managing Director – Valuation

Zak brings 17 years of valuation experience to WilliamsMarston. His extensive valuation expertise includes financial reporting matters such as complex debt and equity instruments, stock-based compensation awards, convertible debt, preferred stock, earn-outs, contingent liabilities, stock options, warrants, derivatives and tax reporting matters such as 409A and legal entity valuations. Zak’s broad industry experience includes technology, retail and life sciences.

Prior to WilliamsMarston, Zak was a Managing Director at Bay Valuation Advisors, LLC (“BVA”). Prior to BVA, Zak was a Senior Manager in Deloitte LLP’s valuation practice in New York for more than 14 years. While at Deloitte, he assisted clients ranging from early-stage to Fortune 100 companies with complex security valuations related to stock-based compensation, derivatives and hedging, leases including incremental borrowing rates and business combinations.

Zak holds a Master of Business Administration from New York University’s Leonard N. Stern School of Business and a Bachelor of Science in Business Administration from the University of Missouri.

Managing Director – OneStream Practice

Jake Fells brings 16 years of enterprise performance management, financial planning, and operational analytics experience to WilliamsMarston. At WilliamsMarston, Jake advises clients on the design and implementation of scalable OneStream solutions. He partners closely with organizations to enhance reporting accuracy, streamline consolidation processes, and build unified financial platforms that support data‑driven decision‑making.

Before joining WilliamsMarston, Jake was with AIT Consulting, acquired by WilliamsMarston in 2025. Prior to AIT, Jake held roles within financial organizations focused on enterprise management systems, financial planning and analysis, and accounting. He has served clients across a variety of industries including technology, manufacturing and distribution, oil and gas, and financial services.

Jake is a OneStream Certified Professional (OCP) – Lead Architect R1 and holds authorization in OneStream Sensible Machine Learning Model Builder and OneStream Essentials.

Jake holds a Master of Business Administration from the University of Michigan’s Ross School of Business and a Bachelor of Science degree in Finance from the University of Northern Colorado.

Managing Director – OneStream Practice

David Grande brings 16 years of experience in financial transformation, with a primary focus on architecting and delivering enterprise performance management solutions in OneStream. At WilliamsMarston, he advises clients on technology-enabled finance transformation, leading full lifecycle OneStream implementations that modernize consolidation, planning, reporting, and analytics environments.

David has deep industry experience across consumer-packaged goods (CPG), manufacturing, and banking, where he helps finance organizations replace fragmented legacy systems with scalable OneStream architectures. His work spans solution design, data integration, dimensional modeling, workflow configuration, reporting frameworks, and performance optimization—ensuring finance teams gain automation, transparency, and actionable insight.

A OneStream Certified Professional (OCP) – Lead Architect R1 and OneStream Certified Specialist (OCS) in Reports & Dashboards, David partners with executive stakeholders and technical teams to deliver disciplined, high-impact implementations aligned with strategic business objectives.

Prior to joining WilliamsMarston, David worked for other consulting firms where he led complex OneStream deployments across multiple industries. He also maintains experience with Adaptive Insights and Oracle Hyperion, along with supporting technical expertise in data integration and programming languages including SQL and Python.

David holds an MBA from the University of Minnesota’s Carlson School of Management and a BBA in Finance from the University of Wisconsin–Madison.

Managing Director – Tax

Eric brings 15 years of corporate income tax accounting and compliance experience to WilliamsMarston. Since joining WilliamsMarston, Eric has advised both public and private companies on a variety of matters including ASC 740, accounting for income taxes, including the preparation of the corporate income tax provision and related financial statement disclosures. Eric has also provided tax consulting services related to purchase accounting (ASC 805), Form S-1 preparation, legal entity restructuring and integration.

Prior to joining WilliamsMarston, Eric worked in EY LLP’s Tax practice in Cleveland, Ohio. While at EY, Eric advised clients on a variety of tax accounting, income tax compliance and federal tax planning matters. His diverse client base included both private and public companies in a wide range of industries including biotechnology, healthcare, advanced manufacturing, consumer products, retail, technology and mining/metals. Eric’s experience includes providing tax advice related to third party transactions and liquidity events for his clients including purchase accounting, Form S-1 preparation, refinancing, legal entity restructuring and integration.

Eric is a Certified Public Accountant in the State of Ohio and holds both a Bachelor of Science in Accounting and Master of Accountancy degree from Miami University in Oxford, Ohio.

Managing Director – OneStream Practice

Jon brings over 20 years of financial planning, reporting and analytics experience to WilliamsMarston. At WilliamsMarston, Jon is responsible for customer success, application design and architecture – working to empower organizations to unlock their full potential. Jon has led more than 125 OneStream projects with over 75 clients in a wide range of industries and company sizes, delivering functionality including consolidation, annual planning and rolling forecasting, strategic planning, people planning, capital planning, operational reporting and planning, AI forecasting, and sales reporting.​

Before joining WilliamsMarston, Jon was with AIT Consulting, acquired by WilliamsMarston in 2025. Prior to AIT, Jon held EPM consulting roles, delivering financial planning & reporting projects for clients including UnitedHealth Group, T-Mobile, and Thomson Reuters. Jon worked in a number of roles supporting enterprise performance management and financial systems prior to joining consulting.

Jon is a OneStream Certified Professional (OCP) – Lead Architect R1 and a holds OneStream certifications in Sensible Machine Learning, SensibleAI Forecast Foundations, SensibleAI Forecast Implementor, and Sensible Machine Learning Model Builder. He also is a Certified ScrumMaster and holds a Microsoft certification in Azure Fundamentals. Jon serves on several OneStream Partner Focus Groups for Marketplace Solutions and is a member of the OneStream Partner Advisory Board.

Jon holds a Master of Business Administration in Corporate Finance and Strategy from the University of Minnesota’s Carlson School of Management and a Bachelor of Science in Management of Information Systems from Iowa State University.

Managing Director – Accounting Advisory

Lauren brings 11 years of accounting and financial reporting experience to WilliamsMarston. Since joining WilliamsMarston, Lauren has advised clients in the biotechnology, life sciences, transportation and software industries on a variety of accounting matters including lease accounting, revenue recognition, collaborative agreements, SEC reporting and initial public offerings. She has also provided interim management in the biotechnology and medical device industries.

Prior to joining WilliamsMarston, Lauren was a Senior Accountant at The Davis Companies where she managed the financial accounting process for a portfolio of development properties. Prior to the Davis Companies, she was a Property Accountant at Boston Properties in the Development & Corporate Group. Her experience includes revenue recognition under ASC 606 and lease accounting. Lauren began her career in the Assurance practice at PricewaterhouseCoopers LLP in Boston where she provided assurance services pertaining to US GAAP, IFRS and SEC reporting.

Lauren is a Certified Public Accountant in the Commonwealth of Massachusetts and holds a Bachelor of Arts degree in Economics-Accounting from the College of the Holy Cross, where she graduated cum laude.

Managing Director – Accounting Advisory

Charlie brings more than 19 years of finance and accounting transformation experience to WilliamsMarston, where he is a leader in their Finance Effectiveness offering.

Charlie is recognized for delivering high-impact solutions through dynamic project management and industry expertise, helping organizations achieve operational excellence and scalable outcomes.  He has a diverse industry background including Life Sciences, Retail, Manufacturing, Tech & SaaS, and Financial Services.

Prior to joining WilliamsMarston, Charlie was the Market Leader for Centri Business Consulting in Boston, where he led the office’s rapid growth and established a foundation for delivering exceptional finance and accounting services. Prior to Centri, Charlie served as the offering lead for Operational Excellence in finance and accounting at CFGI, leading complex transformation projects. During his tenure with CFGI, he also served as an Interim Director of Finance Transformation for several clients, acting as Chief of Staff to the CFO, overseeing organizational design, process improvements, and cross-functional initiatives.  Earlier in his career, Charlie was a Vice President with Santander Bank, N.A and held several leadership positions within Finance over a six-year period.  Charlie additionally has Audit & Assurance and Transaction Advisory experience with PricewaterhouseCoopers LLP and KPMG LLP respectively.

Charlie holds a B.A. in Political Science and Economics from Connecticut College and an MBA and MSA in Accounting from the D’Amore-McKim School of Business at Northeastern University.

Managing Director – Accounting Advisory

Hannah brings more than 13 years of accounting advisory and internal control transformation experience to WilliamsMarston, where she is a leader in the process and controls offering.

She is recognized for guiding public and pre-IPO companies through the design and implementation of internal control frameworks, Sarbanes-Oxley (SOX) 404(a) and 404(b) compliance readiness assessments, gap identification and remediation, SOX program management, and operating effectiveness testing. Her industry experience spans life sciences, manufacturing, technology, software-as-a-service, aerospace, telecommunications, and cryptocurrency.

In addition to leading the process and controls offering, Hannah has advised clients on a variety of complex accounting matters, including revenue recognition, collaboration agreements, stock-based compensation, preferred stock, SEC reporting, purchase accounting, audit readiness, and initial public offerings. She has served as an interim Controller, Director of Financial Reporting, and Director of Internal Audit for both private and public companies in the biotechnology and technology sectors.

Prior to joining WilliamsMarston, Hannah was a Senior Accountant at TA Associates Management, LP, a Boston-based private equity firm. She began her career in Deloitte LLP’s Audit and Enterprise Risk Services Assurance practice, providing assurance and advisory services to public and private clients in the consumer finance, life sciences, technology, and insurance industries, with a focus on US GAAP, SEC reporting, and SOX compliance.

Hannah holds a Bachelor of Science degree from Quinnipiac University, graduating magna cum laude.

Managing Director – Tax

Corey brings 11 years of state and local tax diligence, structuring, and modeling experience to WilliamsMarston. He has significant experience with acquisitions, divestitures, carve-outs, tax research and state and local tax planning. Corey has worked with a variety of organizations ranging from small businesses to Fortune 500 companies and has broad industry experience including work asset management, automation, healthcare, industrial products, manufacturing & distribution, retail, software and technology industries.

Prior to joining WilliamsMarston, Corey worked in PricewaterhouseCoopers LLP Tax practice in Boston, MA. While at PwC, Corey was a part of the State and Local Tax Deals practice, working on both inbound and outbound transactions involving various tax types (e.g., income tax, gross receipts tax, sales/use tax, employment tax, property tax, abandoned and unclaimed property and transfer tax).

Corey is a Certified Public Account in the state of New York and holds a Master of Professional Accountancy with a Tax concentration degree from the University of Buffalo and a Bachelor of Science in Accounting from Ithaca College.

Managing Director – Transaction Advisory

Russ brings 12 years of accounting and advisory experience to WilliamsMarston.

Prior to WilliamsMarston, Russ was a Director in BDO USA LLP’s Transaction Advisory Services practice where he provided financial due diligence services to both private equity and corporate clients with deal values ranging from $5 million to $1 billion. Prior to BDO USA, Russ worked at EY LLP in South Africa within the firm’s retail & consumer products group of the Assurance practice.

Russ’s financial due diligence experience includes full enterprise acquisitions and dispositions, minority investments, carve-out transactions and recapitalizations.  He works with financial and strategic buyers, sellers and lenders with a focus on quality of earnings, free-cash flow, working capital trends, indebtedness, potential synergies and negotiation opportunities. He has transaction experience across multiple industries, including manufacturing & distribution, software & technology, professional services, restaurant chains, third-party administrators and insurance brokers.

Russ is a certified chartered accountant in South Africa and holds both a bachelor’s degree and post-graduate degree from the University of the Witwatersrand with a concentration in accounting and finance.

Managing Director – Accounting Advisory

Simon brings more than 10 years of finance and controllership transformation, and digital enablement experience to WilliamsMarston.

Prior to joining WilliamsMarston, Simon held senior roles within EY LLP’s Financial Accounting Advisory Services (FAAS) practice, where he was a key leader in the FAAS Digital team and later in the Finance Optimization group. He has advised clients on designing and implementing scalable, technology-enabled finance solutions to support strategic initiatives such as finance transformation, close acceleration, and transaction readiness. His areas of expertise include revenue recognition automation, management reporting and controllership modernization. While at EY, Simon served both public and private companies across a wide range of industries including consumer products, healthcare, pharmaceuticals, software/SaaS, and telecommunications.

He holds a Master of Business Administration with concentrations in Finance and Strategy from Emory University, Goizueta Business School.

Managing Director – Accounting Advisory

Jeannette brings over 20 years of financial consulting and executive management experience to WilliamsMarston. Jeannette advises clients on a variety of complex matters including post-IPO SEC reporting and merger accounting, earnings per share, pro forma financial statements and business combinations. Her broad industry experience includes media and entertainment, financial services, life sciences and technology.

Prior to WilliamsMarston, Jeannette was a Managing Director at Chord Advisors, LLC, a boutique accounting advisory firm serving more than 400 pre-IPO, public and private equity-backed growth companies on a variety of technical accounting, SEC reporting and capital markets transactions.

Prior to Chord Advisors, Jeannette held several positions with increasing responsibility at publicly listed, global organizations across several industries including environmental services, consumer products and investment banking. During her time in industry, Jeannette was responsible for SEC reporting and a variety of technical accounting matters including equity method investments, business combinations and stock-based compensation. Jeannette also oversaw the implementation of new accounting standards including revenue recognition, lease accounting and fair value disclosures. Jeannette began her career at RSM US LLP providing audit services to publicly listed and private clients in the apparel, real estate and manufacturing industries.

Jeannette is a Certified Public Accountant in the State of New York and holds a Bachelor of Science degree in Accounting from the State University of New York College at Geneseo, where she graduated cum laude.

Managing Director – Valuation

Vik brings 17 years of valuation experience to WilliamsMarston. His extensive valuation expertise includes financial reporting matters such as mergers and acquisitions, purchase price allocations, goodwill and intangible asset impairments, stock-based compensation, complex debt and equity instruments as well as tax reporting matters such as 409A valuations, gift and estate taxes as well as litigation matters, solvency and fairness opinions. His broad industry experience includes financial services, technology, biotechnology and consumer products.

Prior to WilliamsMarston, Vik was a Managing Director at Bay Valuation Advisors, LLC (“BVA”). While at BVA, Vik advised numerous clients ranging from early-stage venture backed entities to Fortune 100 companies with their complex valuations for financial, tax reporting and litigation matters. Prior to BVA, Vik was a Senior Manager in the business valuation practice of Deloitte LLP’s Transactions and Business Analytics group. During his 13 years at Deloitte, he served some of their largest investment management and technology clients, reviewing hundreds of portfolio company valuations as well as valuations of complex securities, intangible asset and goodwill impairment tests.

Vik is a Chartered Financial Analyst® and holds a Master of Science in Finance degree from the Simon School of Business at the University of Rochester, as well as a Masters in Business Administration and Bachelor in Commerce (Accounting) degrees from the University of Mumbai, India.

Managing Director – Tax

Stephen brings nearly thirteen years of experience advising clients on complex tax matters, with a particular focus on corporate strategic and M&A tax planning.

Prior to joining WilliamsMarston, Stephen was a managing director in KPMG LLP’s Washington National Tax practice. While at KPMG, Stephen served as a tax technical lead on multiple engagements serving public and private companies on spin-offs, acquisitions and divestitures, debt workout/bankruptcy emergence transactions, initial public offerings, and other complex transactions. Stephen is a frequent speaker on taxation and has authored numerous articles for publication in the corporate tax space.

At WilliamsMarston, Stephen will advise clients on a broad range of tax matters, including tax structuring, tax due diligence, corporate taxation, cross-border transactions, tax modeling, tax efficient financing, consolidated group issues, and international taxation. He will also assist in structuring tax-efficient transactions, analyzing merger agreements, providing tax opinions, and navigating complex technical tax issues related to C corporations, S corporations, partnerships, and limited liability companies.

Stephen holds a Bachelor of Arts degree in Economics and Political Science from the University of Notre Dame, a Juris Doctor from the University of Pittsburgh School of Law, and a Masters in Taxation (LLM) from New York University School of Law.

Managing Director – Tax

Ricky brings 13 years of tax diligence, structuring, and modeling experience to WilliamsMarston. He has significant experience with acquisitions, divestitures, carve-outs, tax research, dynamic modeling, attribute planning and purchase agreement reviews. Ricky has worked with a variety of organizations ranging from small businesses to Fortune 500 companies, and has broad industry experience including work in aerospace, asset management, automation, healthcare, industrial products, manufacturing/distribution, retail, software and technology industries.

Prior to joining WilliamsMarston, Ricky spent almost two years with Wolf & Company, P.C. in Boston, where he led the firm’s tax professional practice, tax deal, and special project work. He began his career at PricewaterhouseCoopers LLP where he spent eight years primarily in the Tax Deals practice in Boston, where he assisted with deals ranging from $10 million to $10 billion, working on both inbound and outbound transactions involving various tax structures and coordinated transactions with local teams across the globe.

Ricky is a Certified Public Accountant in the Commonwealth of Massachusetts and holds a Master of Professional Accountancy with a Tax concentration and a Bachelor of Science in Business Administration with an Accounting concentration from Bryant University.

Managing Director – OneStream Practice

Clifton brings 12 years of financial systems, technical accounting, and corporate performance management experience to WilliamsMarston. At WilliamsMarston, Clifton advises clients on modernizing and optimizing their OneStream environments. With extensive experience supporting global consolidation, data integration, and financial reporting processes, Clifton partners closely with organizations to translate complex business requirements into scalable, high‑impact system designs. His work focuses on improving data structure, strengthening reporting accuracy, and building future‑state financial platforms that empower more strategic decision‑making.

Before joining WilliamsMarston, Clifton was with AIT Consulting, acquired by WilliamsMarston in 2025. Prior to AIT, Clifton was a Senior System Developer at Koch Industries where he gained experience across financial reporting, systems support, and operational accounting functions. His work spanned technical roles in consolidation, compliance, and performance management.

Clifton is a OneStream Certified Professional (OCP) – Lead Architect R1 and a holds OneStream certifications in Sensible Machine Learning Foundations, SensibleAI Forecast Foundations, SensibleAI Forecast Lead and Advanced Implementor, and Sensible Machine Learning Model Builder.

Clifton holds a Bachelor of Business Administration degree in Finance from Fort Hays State University and a Bachelor of Science degree in Accounting from Friends University.

Managing Director – Accounting Advisory

Jimmy brings 12 years of accounting and financial reporting experience to WilliamsMarston.

Prior to WilliamsMarston, Jimmy was in the audit practice of EY LLP in Atlanta for 12 years. While at EY, Jimmy led teams serving both public and private companies in the technology, SaaS, manufacturing, and retail industries. He advised clients on a wide range of complex transactions and matters related to U.S. GAAP and IFRS financial reporting, including business combinations, SEC filings, revenue recognition, impairments, leasing, capital transactions, consolidations, and more. In addition, he was in EY’s National Office from 2022 to 2024 where he was part of the Leasing and Presentation team specializing in technical accounting for leases, statement of cash flows, commitments and contingencies, discontinued operations, accounting changes, error corrections, and subsequent events. Jimmy also completed a rotation in EY’s transaction diligence group.

Jimmy is a Certified Public Accountant in the state of Georgia and holds a Bachelor of Arts degree in Accounting from Furman University and a Master of Accountancy degree from Vanderbilt University.

Managing Director – Accounting Advisory

Kathy Nguyen brings 15 years of accounting experience to WilliamsMarston, where she supports public and private clients in a variety of accounting issues.  She advises clients on IPO readiness, lease accounting, business combinations, discontinued operations, share-based compensation, inventory, intangible asset impairment, process improvement, and audit preparedness including SOX 404(B) compliance.

Before WilliamsMarston, Kathy spent 12 years at KPMG LLP in both the national office and audit practice.  During her time with the national office, she contributed to the Accounting Standards Group, developing training and publications on existing and upcoming U.S. GAAP topics such as revenue, inventory, and business combinations. She supported SEC reviewing partners and served public and private clients across real estate, hospitality, and retail sectors clients in both the Orlando and Los Angeles markets during her time in the audit practice. Key areas of focus include implementation of Topic 842 – Leases, business combinations, asset acquisitions, real estate valuations, impairment of nonfinancial assets, discontinued operations and held for sale classification, SOX 404 compliance, and SEC reporting.

Kathy holds a BSBA and Master’s in Accounting from the University of Central Florida and is a Certified Public Accountant.

Managing Director – Valuation

Eric brings 19 years of experience providing clients with business consulting services. He has extensive experience in performing valuations of business enterprises and intangible assets, having performed multiple analyses for small, privately-held companies to large, publicly-traded corporations with market capitalizations in excess of $10 billion. Eric has a strong understanding and proficient knowledge base of valuation theory, concepts, and application pursuant to financial and tax reporting, with particular expertise in purchase price allocations, goodwill and asset impairments, stock-based compensation, gift and estate, and other matters. He has experience in a variety of industries, with a specialized focus in the life science, healthcare, software, and technology industries.

Before joining WilliamsMarston, Eric was a Senior Director and the Valuation Practice Leader at Oracle Capital LLC. Oracle Capital LLC provided complex valuation consulting services to pre-IPO, public, and private equity-backed companies throughout the world. At Oracle Capital LLC, Eric led a team of over 10 valuation specialists through numerous engagements for dozens of clients.

Mr. Oden holds a Masters in Business Administration from the University of Arizona’s Eller College of Management and a Bachelor of Science in Finance from Colorado State University. He is also a member of the American Society of Appraisers.

Managing Director – Accounting Advisory

Pam brings more than 18 years of accounting and financial reporting experience to WilliamsMarston.

Prior to WilliamsMarston, Pam was in the Deals practice at PricewaterhouseCoopers LLP, specializing in capital markets and accounting advisory services. While at PwC, Pam’s clients included domestic and foreign public and private companies across a range of industries, including pharmaceutical and life sciences, technology, consumer markets and energy. Pam advised companies through a variety of transformational events, including initial public offerings, private placement offerings, mergers and acquisitions, divestitures, IFRS to US GAAP conversions and GAAP change.

Pam also completed a two-year rotation in PwC’s National Office within the SEC Services team, where she advised both domestic and foreign companies seeking to access the public or private markets and navigating complex transactions. In addition, she supported the SEC Services Leader on the Center for Audit Quality Regulations Committee, working with the SEC to develop interpretations and practical guidance for implementing amended SEC rules, including Regulation S-X Rule 3-05 and Article 11.

Pam is a Certified Public Accountant in the Commonwealth of Massachusetts and the State of Texas and holds a Bachelor of Science degree in Accounting from the University of Alabama at Birmingham.

Managing Director – Tax

Jackie brings 18 years of tax consulting and compliance experience to WilliamsMarston. Since joining WilliamsMarston, Jackie has advised both publicly traded and privately held companies in a variety of industries including software, biotechnology, life sciences and manufacturing. She has supported clients with a variety of tax accounting matters including tax provision preparation and footnote disclosure review, income tax return compliance, federal and state corporate tax examinations and other corporate tax issues.

Prior to WilliamsMarston, Jackie spent six years at Wolf & Company, P.C. where she was responsible for managing income tax accounting engagements and providing corporate income tax compliance services.

Jackie is a Certified Public Accountant in the Commonwealth of Massachusetts and holds a Masters of Science degree in Taxation from Suffolk University. She also holds a Bachelor of Science in Business Administration degree with a concentration in Accounting from the University of Massachusetts Amherst, where she graduated cum laude.

Managing Director – Valuation

Jaylon brings 11 years of valuation advisory experience to WilliamsMarston. His extensive valuation expertise includes financial reporting matters including stock-based compensation, revenue recognition, convertible notes, Monte Carlo simulations, complex derivatives, portfolio valuations, goodwill impairment, and tax reporting matters such as 409A valuations. Jay also provides complex Excel models to hedge funds and private equity groups. His broad industry experience includes financial services, technology, healthcare, life sciences, consumer products, freight, construction, among others.

Prior to WilliamsMarston, Jay was a Director at Oracle Capital, LLC. While at Oracle Capital, Jay advised numerous clients ranging from early-stage venture backed entities to Fortune 100 companies with their complex valuations for financial and tax reporting and management planning matters. Jay specializes in complex liquidation waterfalls and has significant experience working closely with clients throughout the IPO process including regulatory and audit reviews. Additionally, he has experience utilizing VBA in Excel and Crystal Ball for Monte Carlo simulations. Jay was regularly consulted on valuation matters as an industry expert.

Jay holds a Finance degree from the University of Arizona.

Managing Director – Accounting Advisory

Lance brings more than 15 years of accounting and reporting experience to WilliamsMarston.

Prior to WilliamsMarston, Lance held various roles of increasing responsibility in PricewaterhouseCoopers LLP’s private company audit practice. While at PwC, Lance’s clients included both public and private companies in the industrial products, energy, and engineering and construction industries. He advised clients on a wide range of complex transactions and matters related to U.S. GAAP and IFRS financial reporting, including business combinations, common control transactions, revenue recognition, divestitures, impairments, leasing, capital transactions, consolidations, and more.  In addition, he was in PwC’s National Office from 2021 to 2023 where he was part of the Accounting Services Group specializing in technical accounting for business combinations and related areas, including asset acquisitions, disposals, and impairments.

Lance is a Certified Public Accountant in the state of Texas and holds a Bachelor of Business Administration as well as a Master of Accounting degree from Baylor University.

Managing Director – Valuation

Kristen brings more than 25 years of valuation advisory experience to WilliamsMarston. Her extensive valuation expertise includes financial reporting matters including mergers and acquisitions, purchase price allocations, goodwill and intangible asset impairments, stock-based compensation, complex debt and equity instruments, tax reporting matters such as 409A valuations, as well as litigation matters, solvency and fairness opinions. Kristen’s broad industry experience includes biotechnology, life sciences, technology, software/SaaS, consumer products, among others.

Prior to WilliamsMarston, Kristen was a Managing Director at Bay Valuation Advisors, LLC (“BVA”) for more than 11 years. While at BVA, Kristen advised numerous clients ranging from early-stage venture backed entities to Fortune 100 companies with their complex valuations for financial, tax reporting and litigation matters. Prior to BVA, Kristen was a Senior Manager in Deloitte LLP’s Financial Advisory Services group, performing valuation services for the firm’s key clients in the technology and life sciences industries. During her career at Deloitte, Kristen managed a wide variety of valuation projects including complex purchase price allocations for both financial reporting and tax planning purposes, goodwill and asset impairment studies, and equity valuations for privately-held venture backed companies. Prior to Deloitte, Kristen held positions in the valuation and transfer pricing practices at other Big 4 firms.

Kristen is a Chartered Financial Analyst® and holds a Master of Business Administration from Georgia Institute of Technology with concentrations in Finance and Accounting and a Bachelor of Arts in Economics from Emory University.

Managing Director – Accounting Advisory

Paige brings 14 years of accounting and reporting experience to WilliamsMarston. Paige has a deep background serving publicly-traded and privately-held clients in various industries, including Software/SaaS, FinTech, Telecommunications, Manufacturing and Insurance. Paige has advised clients on a myriad of technical accounting topics such as revenue recognition, month-end close optimization, oversight over ERP implementations and system integrations, purchase accounting, share-based compensation, and lease accounting.

Paige is particularly adept at assisting emerging growth companies, guiding them from their initial audit readiness efforts, navigating technical accounting requirements, and ultimately preparing for successful exits. She is known for building strong, audit-ready foundations that position clients for long-term success. 

Prior to joining WilliamsMarston, Paige spent over 12 years in Deloitte LLP’s Atlanta Audit and Assurance practice, specializing in the Software/SaaS, FinTech, and Telecommunications sectors. Her portfolio included both public and private companies reporting under US GAAP or IFRS, with a focus on high-growth, transformation-oriented environments.

Paige is a Certified Public Accountant in Georgia. She holds a Bachelor of Science degree in both Accounting and Finance with a minor in Economics from Berry College.

Managing Director – Accounting Advisory

Rob brings 13 years of accounting and financial reporting experience to WilliamsMarston. Rob has an extensive background in providing audit and advisory services to both publicly-traded and privately-held clients in various industries, including healthcare, financial services, retail, hospitality, real estate and manufacturing. Rob has advised clients on revenue recognition, leases, business combinations, asset acquisitions, SEC reporting and SOX 404 compliance.

Prior to joining WilliamsMarston, Rob spent 11 years with KPMG LLP, most recently in their national office. During his time with the national office, he was part of the Accounting Standards and Integrated Inquiries Groups where he gained experience conducting accounting research and consulting with audit engagement teams on various U.S. accounting matters. Prior to joining the firm’s national office, he served numerous clients across the U.S. providing quality financial statement audits.

Rob holds a B.S. in Accounting and Finance from the Florida State University and is a Certified Public Accountant.

Managing Director – Accounting Advisory

Mike Swanson brings over 25 years of finance and accounting experience to WilliamsMarston, where he is a leader in the firm’s Finance Effectiveness service offering. He specializes in transforming finance functions by streamlining processes, eliminating inefficiencies, leveraging technology, and unlocking capacity for more strategic, value-added work.

Mike has partnered with organizations across several industries to drive operational excellence and digital finance transformation. He also offers hands-on industry expertise, having directly led the monthly Record-to-Report process—giving WilliamsMarston a rare blend of strategic insight and operational execution.

Prior to joining WilliamsMarston, Mike served as Director of Record to Report at Archer Daniels Midland (ADM), where he led a global team responsible for the monthly close of ADM’s ~$100 billion agriculture business. Before ADM, Mike spent 25 years in the Finance Effectiveness practice at PricewaterhouseCoopers LLP in Chicago, leading large-scale transformations for Fortune 500 companies. His work focused on optimizing global finance functions through end-to-end transformation efforts and post-M&A integration activities, with deep experience in the pharmaceutical, utilities, and automotive sectors.

Mike is a Certified Public Accountant in Illinois and holds a Bachelor of Science in Accounting from the University of Illinois.

Managing Director – OneStream Practice

Jennifer brings over 20 years of experience to WilliamsMarston where she leads teams in delivering high‑quality OneStream implementations, enhancements, and ongoing support for clients across a wide range of industries. With extensive experience in corporate accounting, SEC reporting, financial systems, and IT audit, Jennifer brings a multifaceted perspective to every engagement. She partners closely with organizations to design scalable OneStream architectures, streamline consolidation and reporting processes, and strengthen internal controls through well‑structured, data‑driven solutions.

Before joining WilliamsMarston, Jennifer was with AIT Consulting, acquired by WilliamsMarston in 2025. Prior to joining AIT, Jennifer served in corporate accounting roles at IES and Weatherford where she oversaw financial operations and reporting. Jennifer began her career in IT audit at EY LLP.

Jennifer holds a Masters of Management Information Systems and a Bachelor’s in Accounting from Texas A&M University.

Managing Director – Accounting Advisory

Jeremy brings 15 years of accounting and financial reporting experience to WilliamsMarston. Since joining WilliamsMarston, Jeremy has assisted clients in the biotechnology, life sciences, energy, manufacturing and retail, consumer products. He has advised clients on a variety of technical accounting matters including consolidations, equity method investments, business combinations, stock-based compensation, SEC reporting and the accounting and reporting for complex financial instruments including convertible debt and warrants. He have also advised clients on carveouts, pro forma financial information, IPO readiness, audit readiness and business process improvement.

Prior to WilliamsMarston, Jeremy was a Senior Manager in EY LLP’s Assurance practice. During his 12 years at EY, Jeremy served several public and private clients in the retail and consumer products, biotechnology and energy industries. Additionally, he completed a rotation as a resident in National Accounting in EY’s Americas Professional Practice department. While a resident, Jeremy answered technical questions in several complex accounting topics including consolidations, share-based payments and segment reporting and developed technical publications, internal training materials and external presentations on those topics. After his residency, Jeremy primarily managed the EY audit engagement work for a Fortune 5 company, including technical accounting issues and financial reporting.

Jeremy is a Certified Public Accountant in the State of New York and holds a Bachelor of Science degree in Accounting and a Master of Business Administration from Oral Roberts University where he graduated summa cum laude and with honors, respectively.

Managing Director – Valuation

Maria brings over 20 years of valuation advisory and corporate finance experience to WilliamsMarston. She has advised a wide variety of clients from early-stage to pre-IPO to Fortune 100 companies, both domestically and internationally, on complex valuation matters and strategic alternatives. Her work spans across various industries, including technology, media and entertainment, consumer products, business services and biotechnology. Her experience includes valuations of securities, companies and intangible assets for pre- and post-transactions, financial and tax reporting, purchase price allocations, goodwill and intangible assets impairment analyses, stock-based compensation, restructurings, divestitures, financings, gift and estate tax planning and litigation.

Prior to WilliamsMarston, Maria was a Senior Manager at EY LLP in their Strategy and Transactions practice where she advised some of the leading technology, media and entertainment companies in the world, including working with clients to build out detailed financial forecast models. She also reviewed and opined on hundreds of valuation analyses prepared by, or on behalf of, audit clients. Prior to EY, she was a Vice President at Houlihan Lokey, Inc. (NYSE:HLI) where she advised clients ranging from early-stage private equity backed to Fortune 500 companies. Prior to Houlihan Lokey, she worked in a boutique valuation and litigation consulting firm.

Maria is a Chartered Financial Analyst® and holds a Bachelor of Commerce and Business Administration from the Sauder School of Business, University of British Columbia, with concentration in accounting and finance. She completed the Executive Program at the UCLA Anderson School of Management.

Managing Director – Accounting Advisory

Carl brings 14 years of accounting and financial reporting experience to WilliamsMarston.

Prior to WilliamsMarston, Carl was a director in the audit practice of PricewaterhouseCoopers LLP in Miami, Florida. During his tenure at PwC, he served private equity stakeholders and internationally based companies in various industries including healthcare, manufacturing & distribution, hospitality, and technology. He advised clients on U.S. GAAP and IFRS technical matters, including capital transactions, business combinations, hedge accounting, revenue recognition, leasing, stock-based compensation and more. In addition, he was in PwC’s National Office from 2020 to 2022.

Carl is a Certified Public Accountant in the state of Florida and holds a bachelor’s degree in accounting as well as a Master of Business Administration from Sacred Heart University.

Director – Accounting Advisory

Josh brings more than 11 years of accounting and reporting experience to WilliamsMarston.

Prior to WilliamsMarston, Josh served as a technical accounting and financial reporting leader at a large, privately-held manufacturing company, with previous experience in PricewaterhouseCoopers LLP’s Assurance practice and RSM’s advisory practice.  Throughout his career, Josh’s clients have included both public and private companies primarily in the manufacturing, technology, and distribution industries, to whom he advised on complex transactions or supported through assurance services under both U.S. GAAP and IFRS.

Josh is a Certified Public Accountant in North Carolina and holds a Master’s of Science in Accountancy and Bachelor’s of Science in Accountancy, both from Wake Forest University.

Director – Accounting Advisory

Tim brings over 20 years of accounting and advisory experience to WilliamsMarston. Prior to WilliamsMarston, Tim was a Senior Consultant at Paradigm Advisory, LLC, a boutique advisory firm that provides complex accounting advisory solutions to middle market companies that are going through change, while also assisting with external audit support, carve-outs, technical accounting, IPO readiness, transaction due diligence and other challenges commonly encountered in the ripples of a transaction. While at Paradigm Advisory, Tim advised clients on a variety of complex matters in multiple business sectors and industries, including software, biotech, manufacturing and retail.

Prior to Paradigm Advisory, Tim worked for eight years as the Senior Director of Finance and Accounting at BlueCross BlueShield of SC, leading a team of accounting professionals in all areas of finance, accounting and financial reporting. Prior to BlueCross, Tim held various roles, including Controller, Financial Reporting Manager and Senior Manager of Accounting at both private and public companies. Tim’s areas of expertise include forensic accounting, financial reporting, and process improvements, including extensive ERP implementation experience and multiple implementations of Sarbanes Oxley compliance.

Tim holds a Bachelor of Science from Southern Wesleyan University and an Associates degree in Accounting from Midlands Technical College.

Director – Valuation

Bobby brings 13 years of valuation advisory experience to WilliamsMarston. His extensive valuation expertise includes financial reporting matters including mergers and acquisitions, purchase price allocations, goodwill and intangible asset impairments, stock-based compensation, and tax reporting matters such as 409A valuations and legal entity valuations. Bobby’s broad industry experience includes technology, healthcare, life sciences, consumer products, among others.

Prior to WilliamsMarston, Bobby was a Director at Oracle Capital, LLC for 8 years. While at Oracle Capital, Bobby advised numerous clients ranging from early-stage venture backed entities to Fortune 100 companies with their complex valuations for financial and tax reporting and management planning matters. Prior to Oracle Capital, Bobby was a Manager in EY LLP’s (“EY”) Transaction Advisory Services group, performing valuation services for the firm’s key clients in the technology and consumer goods industries. During his career at EY, Bobby managed a wide variety of valuation projects including complex purchase price allocations for both financial reporting and tax planning purposes, goodwill and asset impairment analyses, and equity valuations for privately-held venture backed companies. In addition to performing analyses for clients, Bobby has also reviewed a multitude of valuation analyses completed by independent valuation firms in support of EY’s assurance practice.

Bobby holds a Bachelor of Science degree in Economics from the University of Arizona.

Director – Accounting Advisory

Aaron brings 13 years of accounting, reporting, and advisory experience to WilliamsMarston from Paradigm Advisory. Aaron works with clients on a wide array of complex accounting issues such as revenue recognition, the new leasing standard, business combinations, carve-outs, initial public offerings, SEC reporting and ICFR compliance. His experience includes a range of industries including retail, software, healthcare, manufacturing, construction and financial services.

Prior to joining Paradigm Advisory, Aaron spent seven years with KPMG LLP in the audit practice servicing both publicly-traded and privately-held clients with US GAAP, SEC reporting and Sarbanes-Oxley compliance. During his time at KPMG, Aaron was selected for a rotation in a special assignment program, which focused on servicing clients with accounting advisory needs for large change events including acquisitions, carve-outs and IPOs.

Aaron holds both a Bachelor’s and Master’s degree in Accounting from the University of Central Florida and is a Certified Public Accountant in the State of Florida.

Director – Tax

Matt brings 11 years of corporate income tax accounting and compliance experience to WilliamsMarston. Since joining WilliamsMarston, Matt has advised clients in the life sciences, pharmaceuticals, biotechnology, software and manufacturing industries. He has advised multi-national publicly traded, as well as privately held clients on a variety of income tax matters including accounting for income taxes under ASC 740, the preparation of annual and interim income tax provisions and the related financial statement disclosures, and income tax compliance. Additionally, he has advised clients on complex income tax matters, such as initial public offerings, mergers and acquisitions, income tax audit preparedness and due diligence. Matt has recently served as interim tax director for a public multi-national pharmaceutical company and a privately held, software-as-a-service company.

Prior to joining WilliamsMarston, Matt worked in EY LLP’s Tax Accounting & Risk Advisory Services practice in Boston. While at EY, he prepared and audited carve-out income tax provisions for clients pursuing initial public offerings or divestitures of a business, prepared and audited domestic and multi-national income tax provisions, prepared US federal and state income tax returns, and advised clients on a variety of domestic and international corporate tax accounting matters.

Matt holds a Master of Professional Accountancy degree from Bryant University as well as a Bachelor of Accountancy degree from The George Washington University, where he graduated cum laude.

Director – Valuation

Ludovico brings five years of valuation experience to WilliamsMarston. Since joining WilliamsMarston, he has advised clients on financial reporting matters such as debt valuations, tax reporting matters such as 409a matters, solvency and fairness opinions, and complex financial instruments, including convertible debt, warrants, contingent consideration, and equity derivatives valuations. Ludovico’s broad industry experience includes biotechnology, software, cryptocurrency, renewable energy, and manufacturing, among others.

Prior to WilliamsMarston, Ludovico was an Associate at Oracle Capital LLC. While at Oracle Capital, Ludovico assisted numerous clients ranging from early-stage venture companies to public Fortune 500 companies with their valuation of complex valuations for financial and tax reporting.

Ludovico holds a Master’s in Business Administration from Arizona State University, a Master of Science in Finance and a Bachelor of Science in Optical Engineering with a minor in Electrical Engineering from the University of Arizona, where he graduated summa cum laude.

Director – Tax

Whitney brings 17 years of corporate tax experience to WilliamsMarston. Prior to WilliamsMarston, Whitney worked in the National Tax Practice at EY LLP. She was the firm’s subject matter professional on amended returns, refund claims, and administrative adjustments requests (AARs). During this time, she also focused on corporate income tax returns, tax accounting, and tax advisory. Whitney has served public and private clients in a wide range of industries and geographies.

Whitney is a Certified Public Accountant in the State of Ohio. She holds a Bachelor of Arts degree in Accounting from Heidelberg University and a Master of Accountancy degree from Bowling Green State University.

Director – Accounting Advisory

Christina brings 10 years of accounting and reporting experience to WilliamsMarston. Christina has advised clients on technical reporting and accounting issues related to divestitures, business combinations, debt offerings, GAAP/IFRS conversions, as well as SEC reporting, revenue recognition, stock-based compensation and lease accounting.

Prior to joining WilliamsMarston, Christina spent over eight years at PricewaterhouseCoopers LLP in both the advisory and assurance spaces in Atlanta and Madrid. Beginning in the PwC Atlanta Assurance practice, she audited various public and private companies within the technology, healthcare, telecommunications, and retail industries for over three years. Christina then moved to Madrid, Spain and most notably served on the audit team for one of PwC’s largest FPI telecommunication clients for nearly three years. Upon her repatriation to the US in 2021, Christina then joined PwC’s Capital Markets and Accounting Advisory Services (CMAAS) practice and led teams serving a multitude of clients in various industries and consulted on complex accounting situations.

Christina is a Certified Public Accountant in the State of Georgia and holds Bachelor of Science in Accounting and Masters of Accountancy degrees from the University of Tennessee at Knoxville, where she graduated summa cum laude.

Director – Accounting Advisory

Chris brings more than seven years of accounting and reporting experience to WilliamsMarston.

Prior to WilliamsMarston, Chris worked in Deloitte LLP’s Audit and Assurance practice, most recently as an Audit Manager, overseeing numerous engagement teams comprised of both domestic and international professionals. While at Deloitte, Chris’s clients included both public and private companies in various industries, including Consumer Products, Construction, Manufacturing, and Aerospace & Defense. He provided assurance services pertaining to US GAAP, SEC reporting, Sarbanes-Oxley compliance, GAAP/IFRS conversions, and has specific experience in the areas of ASC 606 Revenue Recognition, Inventory, Debt issuances, and complex accounting estimates.

Prior to his time as a Manager at Deloitte, he also held various positions in private equity and private equity backed companies, where he focused on acquisitions, process improvements, capital management, and budgeting and forecasting.

Chris is a Certified Public Accountant in the state of Texas and holds a Bachelor of Science degree in Accounting and a Bachelor of Arts degree in Finance from the University of Kentucky, where he graduated Magna Cum Laude.

Director – Valuation

Michael brings nine years of valuation, financial reporting and risk management experience to WilliamsMarston. His valuation expertise includes financial reporting needs such as mergers and acquisitions, purchase price allocations, goodwill and intangible asset impairments, and debt instrument valuations. Michael’s broad industry experience includes financial services and technology, among others.

Prior to WilliamsMarston, Michael was a Vice President at Oracle Capital LLC assisting in valuation needs for both public and private clients across numerous industries. Prior to Oracle Capital, Michael was a Manager in the Advisory Services practice at Crowe LLP, a national public accounting firm, in both the Chicago and Denver offices. While at Crowe, Michael focused specifically with clients in the financial services sector to provide valuation services, transaction services and credit analytics.

Michael is Accredited in Business Valuation from the AICPA and holds a Bachelor of Science in Business Administration in Finance and Economics from The Ohio State University.

Director – Valuation

Brett brings more than 12 years of real estate valuation and advisory experience to WilliamsMarston.

Brett’s expertise spans all major property types, including office, multifamily, retail, industrial, hotel/hospitality, development land, and healthcare facilities, among others. Brett has advised clients on real estate valuation matters for both financial reporting (ASC 350, 360, 820, 805, and 842) and non-financial reporting (fair market value) purposes.

Prior to WilliamsMarston, Brett was a member of RSM US LLP’s real estate valuation team, where he advised both public and private clients across a variety of industries. His work supported financial reporting, audit, and compliance efforts, with a focus on delivering valuation insights aligned with US GAAP and other applicable regulatory standards.

Brett is a Designated Member of the Appraisal Institute (MAI) and a Certified General Real Estate Appraiser in multiple states. He holds a Bachelor of Arts degree in Economics and Mathematics from New York University, where he graduated summa cum laude.

Director – Tax

Mitch brings 10 years of tax accounting and financial reporting experience to WilliamsMarston. Since joining WilliamsMarston, Mitch has advised clients in the biotechnology, life sciences, manufacturing, real estate, and professional services industries on a variety of matters including ASC 740, accounting for income taxes, including the preparation of the corporate income tax provision and the related financial statement disclosures, income tax compliance, and tax planning.

Prior to WilliamsMarston, Mitch worked at Moffett & Associates and prior to that he was in EY LLP’s Global Compliance & Reporting practice in Dallas for six years. His diverse client base included both private and public companies in a wide range of industries including biotechnology, technology, and construction, amongst others. Mitch’s experience includes preparation and auditing the tax provisions for domestic and multinational entities, preparing and reviewing US federal and state income tax returns, and performing due diligence for on both the buy side and sell side of M&A transactions.

Mitch holds a Bachelor and Master of Accountancy degree with an emphasis in taxation from Brigham Young University. Mitch is a Certified Public Accountant in the State of Texas.

Director – Accounting Advisory

Chris brings 12 years of accounting, reporting and advisory experience to WilliamsMarston. Since joining WilliamsMarston he has assisted clients in the private equity, manufacturing, professional services, technology, and automotive industries. He has assisted client on a variety of accounting and finance matters including business combinations, revenue recognition, consolidations, audit/IPO preparedness, and board reporting. Chris additionally advises clients on operational and finance effectiveness engagements through process redesigns and systems implementations. Chris has served in a number interim roles including Interim Controller and VP of Finance for both public and privately held companies.

Prior to WilliamsMarston, Chris was in the accounting department at HarbourVest Partners, LLC where he prepared and managed all financial reporting for their private equity funds. Prior to HarbourVest, Chris held various roles of increasing responsibility in PricewaterhouseCoopers LLP’s Audit practice in Boston. While at PwC, Chris provided assurance and advisory services pertaining to US GAAP, IFRS, SEC reporting and Sarbanes-Oxley compliance.

Chris is a Certified Public Accountant in the Commonwealth of Massachusetts and holds a Bachelor of Science degree in Finance and Accounting as well as a Master of Science in Accounting from Boston College.

Director – OneStream Practice

Tyler Dawson brings 9 years of experience to WilliamsMarston where he leads complex OneStream Software implementations for clients seeking advanced financial consolidation, planning, and reporting solutions. As a certified OneStream Lead Architect, Tyler brings deep technical knowledge of the platform, enabling him to design scalable, efficient architectures tailored to each client’s financial and operational needs.

Before joining WilliamsMarston, Tyler was with AIT Consulting, acquired by WilliamsMarston in 2025. Prior to AIT, Tyler was a Manager at Alvarez & Marsal where he advised clients on financial planning and analysis and the implementation of financial consolidation and reporting tools. He has experience with fresh start accounting models, post-merger integrations, and management cash flow development.

Tyler is a Certified Public Accountant in the State of Texas and a OneStream Certified Professional (OCP) – Lead Architect R1. He also holds a certification in Prosci Change Management.

Tyler holds a Master of Financial Management and a Bachelor of Business Administration from Texas A&M University.

Director – Valuation

Anthony brings eight years of valuation and financial reporting experience to WilliamsMarston. His valuation expertise includes financial reporting matters such as mergers and acquisitions, purchase price allocations, goodwill and intangible asset impairments and valuations and tax reporting matters such as 409A. His industry experience includes life sciences, technology, consumer products, retail, industrial markets and business services.

Prior to WilliamsMarston, Anthony was a Senior Associate at Bay Valuation Advisors, LLC (“BVA”). While at BVA, Anthony advised numerous clients ranging from early-stage venture backed entities to Fortune 100 companies with their complex financial and tax reporting valuation matters, including the valuation of common stock in privately held companies and financial reporting valuation issues related to purchase price allocations as well as goodwill and intangible asset impairments.

Anthony holds a Master of Business Administration, as well as a Bachelor of Science in Business Administration with a concentration in Finance from Wagner College, where he graduated summa cum laude.

Director – OneStream Practice

Scott brings almost 25 years of corporate performance management experience to WilliamsMarston. At WilliamsMarston, he advises clients on the application design and architecture of OneStream solutions. His focus on Enterprise/Corporate Performance Management (EPM/CPM) solutions includes both Oracle Hyperion and OneStream, with expertise in consolidation, financial reporting and enterprise planning, with focus on annual budget, rolling forecast, long-range plan and extensive expertise in specialty planning modules and business rules development.​ Scott has worked with more than 60 clients in a wide range of industries and delivered over 100 successful projects.

Before joining WilliamsMarston, Scott was with AIT Consulting, acquired by WilliamsMarston in 2025. Prior to AIT, Scott served as a Director of Corporate Performance Management at Perficient delivering OneStream solutions to clients. Scott began his career at Arthur Andersen and worked as a Business Intelligence Manager prior to joining consulting.

Scott holds a Bachelor of Business Administration in Information and Operations Management from Texas A&M University.

Directory – Accounting Advisory

Jena has 20 years of experience working with public and privately held companies in risk advisory and financial accounting and reporting. She advises clients on effective design and implementation of SOX 404 frameworks, internal control rationalization and remediation, as well as provides support for audit readiness.

Prior to Williams Marston, Jena spent four years as Director of Internal Audit at Providence Service Corporation. While at Providence, she managed all aspects of the Company’s internal audit function.

Jena began her career in public accounting and consulting and spent 13 years at a regional firm in Atlanta, Georgia, where she provided assurance services to private clients and oversaw the firm’s risk advisory practice. During her tenure there, she successfully implemented Sarbanes-Oxley compliance programs for organizations ranging in size from start up to fortune 500 companies.

Jena is a Certified Public Accountant, Certified Internal Auditor, and Certified Information Systems Auditor and holds Bachelor of Science degrees in both Accounting and Business Administration from the University of Akron.

Director – Accounting Advisory

Edward brings 12 years of accounting and financial reporting experience to WilliamsMarston.

Prior to joining WilliamsMarston, Edward worked at PricewaterhouseCoopers LLP in the Assurance practice, collaborating with publicly traded and privately held companies. He worked with stakeholders on a variety of SEC financial reporting, internal controls (SOX), and complex technical accounting matters, including revenue recognition, leases, derivatives, business combinations, dispositions, corporate restructurings, and impairments. Edward also worked with a variety of domestic and international clients on complex accounting and financial reporting matters within the consumer market, industrial products, and energy sectors. He has firsthand experience in transformative capital markets transactions such as acquisitions, divestitures, and IPOs.  As part of an international assignment from the PwC US practice, Edward spent three years in Madrid, Spain, where he focused on servicing foreign private issuers (“FPI”) clients, building the audit service delivery center, and leading cross-border transactions and conversions projects. 

Edward is a Certified Public Accountant in the states of Texas and Florida and a member of the AICPA. He holds a Master of Science in Accounting as well as a Bachelor of Science degree in Management (Finance) from Tulane University.

Director – Accounting Advisory

Rich brings over a decade of accounting and financial reporting experience to WilliamsMarston. Since joining the firm, he has primarily supported clients in the life sciences and biotechnology sectors, advising on finance effectiveness initiatives such as Gross-to-Net and clinical trial accruals, SOX 404(b) compliance, and a range of complex technical accounting matters, including revenue recognition, purchase accounting, and debt and equity transactions. Rich has also served as interim Director of External Reporting and Clinical Accruals for a publicly traded biotechnology company.

Prior to WilliamsMarston, Rich most recently was a Manager in the audit practice of PricewaterhouseCoopers LLP in Florham Park, New Jersey, where he spent a total of seven years. While at PwC, Rich’s clients included both public and private companies where he provided assurance services pertaining to US GAAP, SEC reporting, Sarbanes-Oxley compliance and various technical accounting matters. Rich’s industry experience has been focused across the broader healthcare landscape, including pharmaceuticals, diagnostic services and value-based care, amongst others. He also spent two years as a Principal at an early-stage professional services company, leading the build out and scale of their financial infrastructure and the operational processes of the business.   

Rich is a Certified Public Accountant in the State of New Jersey and holds a Bachelor of Science degree in Accounting from King’s College where he graduated Summa Cum Laude.

Director – Valuation

Bryan brings more than 15 years of tangible asset valuation experience to WilliamsMarston.

Prior to WilliamsMarston, Bryan held various roles of increasing responsibility in EY LLP’s Strategy and Transaction practice. While at EY, Bryan’s clients included both public and private companies in the technology, telecommunications, biotech and life science, media and entertainment, utility / renewable power and real estate industries. He provided valuation services pertaining to allocations of purchase price for mergers and acquisitions, business combinations, impairments, bankruptcies and international tax. Additionally, he has provided other various valuation advisory services such as embedded software and personal property tax analyses, as well as asset useful life studies.

Bryan is a member of the American Society of Appraisers (ASA) and holds his Machinery and Technical Specialties designation from the American Society of Appraisers, is certified as an Engineer in Training through the National Council of Examiners for Engineering and Surveying and holds a Bachelor of Arts degree in Economics from Claremont McKenna College and a Bachelor of Science degree in Engineering from Harvey Mudd College.

Director – Accounting Advisory

Erli brings 11 years of technical accounting, transaction services, and financial reporting experience to WilliamsMarston. Since joining WilliamsMarston, Erli has advised clients on initial public offerings, de-SPACS, mergers and acquisitions, the implementation of the new revenue and lease standards, and various other complex technical accounting matters including those pertaining to debt modification, segments, reporting units, business combinations, debt versus equity classification, stock-based compensation and SEC reporting.

Prior to WilliamsMarston, Erli was in the Advisory practice of Paradigm Advisory for two years and the Deal Advisory practice of KPMG LLP for two years. While at Paradigm and KPMG, Erli led the fieldwork for multiple IPO readiness projects, cash to GAAP conversions, carve-outs, de-SPACs, and technical accounting engagements. Erli was responsible for overseeing the engagement team and all workstreams for each project. Erli’s industry experience includes manufacturing, software-as-a-service and healthcare, amongst others.

Erli holds a Bachelor of Accounting and a Bachelor of Finance from Georgia State University.

Director – Accounting Advisory

Ryan brings 13 years of accounting and financial reporting experience to WilliamsMarston. Since joining WilliamsMarston, Ryan has advised clients in the software/SaaS, biotechnology, life sciences, and manufacturing industries on a variety of technical accounting issues including revenue recognition, lease accounting, debt and equity transactions, and collaborative arrangements. He has supported clients throughout their external audit and monthly close processes, in addition to providing interim controller and SEC reporting services. He has also advised clients on IPO readiness, audit readiness and business process improvement.

Prior to WilliamsMarston, Ryan was a Senior Associate in the Assurance practice of PricewaterhouseCoopers LLP in their Florham Park, New Jersey office. While at PwC, his clients included various companies within the pharmaceuticals, medical device and life sciences industries. He provided assurance services pertaining to US GAAP, SEC reporting and Sarbanes-Oxley compliance.

Ryan is a Certified Public Accountant in New Jersey and holds a Bachelor of Arts degree in Accounting and Business Administration with a concentration in Management from Muhlenberg College.

Director – Accounting Advisory

Jennifer brings 11 years of accounting and financial reporting experience to WilliamsMarston.

Prior to WilliamsMarston, Jennifer led the Technical Accounting department in a publicly traded healthcare company in Miami. Jennifer also previously worked at PricewaterhouseCoopers LLP for eight years, which included a secondment in the United Kingdom. While at PwC, Jennifer served public and private clients in the healthcare, banking and insurance industries. Her experience includes assurance services pertaining to US GAAP, IFRS and UK GAAP; implementation of ASC 842 and ASC 606; Sarbanes-Oxley compliance; as well as accounting analysis over technical areas such as business combinations, stock-based compensation, warrants, goodwill and intangibles and variable interest entities.

Jennifer is a Certified Public Accountant in the State of Florida and holds a Bachelor of Science degree in Accounting and Finance, as well as a minor in Economics, from Florida International University.

Director – Transaction Advisory

Byron brings seven years of accounting and transaction advisory experience to WilliamsMarston. Byron began his career at KPMG LLP, where he developed a strong foundation in audit and financial due diligence. More recently, Byron served as a Manager within the RSM Transaction Advisory practice in Boston, MA. In this role, he performed buy-side and sell-side financial due diligence for middle-market private equity and corporate clients, advising on transactions within a broad range of industries with a concentration in consumer products, industrial manufacturing, and business services. His extensive experience includes managing deal teams, effectively leading cross-functional collaboration efforts, and providing strategic recommendations for transactions with target purchase prices ranging from $5 million to $750 million. Byron is skilled in identifying key financial risks, calculating quality of earnings adjustments, and advising clients on net working capital and debt-like recommendations.

Byron has a strong background in leading internal trainings and is known for his role in mentoring and supervising team members. In addition to his professional expertise, Byron is the founder of the Hellenic Networking Society in Boston, demonstrating his commitment to community building and professional networking. Fluent in English and Greek, with a high proficiency in French, he is well-equipped to engage in international transactions and advisory roles.

Byron is a Certified Public Accountant in the State of Massachusetts and holds a dual degree in Accounting and Economics from the University of Massachusetts, Amherst, having graduated with the highest academic distinction and Latin honors.

Director – Accounting Advisory

Eric brings 10 years of accounting and financial reporting experience to WilliamsMarston. Since joining WilliamsMarston, Eric has advised clients in the healthcare, software and life sciences industries on a variety of technical accounting matters including revenue recognition under ASC 606, complex financial instruments, the leasing standard and stock based-compensation. He has supported clients throughout several acquisitions, as well as the initial public offering process. Eric has also served as an interim controller at both public and private biotechnology companies assisting with audit preparedness and SEC reporting.

Prior to joining WilliamsMarston, Eric was a Senior Associate in the Assurance practice at PricewaterhouseCoopers LLP in Boston. While at PwC, Eric’s clients included both public and private companies where he provided assurance services pertaining to US GAAP, SEC reporting, IFRS, restructuring, stock-based compensation and various other technical accounting matters.

Eric is a Certified Public Accountant in the Commonwealth of Massachusetts and holds a Bachelor of Science degree in Business Administration with a concentration in Accounting from the University of Massachusetts Amherst, where he graduated summa cum laude.

Director – Accounting Advisory

Tyler brings more than 11 years of accounting and reporting experience to WilliamsMarston.

Prior to WilliamsMarston, Tyler was a Senior Manager in Deloitte LLP’s Audit & Assurance practice. While at Deloitte, Tyler’s clients included both Fortune 500 and emerging growth companies in the aerospace & defense, life sciences & health care, technology, media, and telecommunications (“TMT”), and real estate industries. He provided assurance services pertaining to US GAAP, SEC reporting, and Sarbanes-Oxley compliance. Tyler specialized in several complex accounting areas, including revenue recognition, lease accounting, business combinations, debt modifications, goodwill, and accounting for stock compensation. He also directed services related to due diligence procedures, secondary offerings, and other SEC reporting matters.

Tyler is a Certified Public Accountant in the Commonwealth of Virginia and holds Bachelor of Science degrees in Accounting and Economics as well as a Master of Accountancy – Audit Concentration from Virginia Polytechnic Institute and State University (Virginia Tech).

Director – Tax

Michael brings eight years of corporate income tax accounting and compliance experience to WilliamsMarston. Prior to joining WilliamsMarston, Michael was a supervising senior tax associate at Moffett & Associates, Inc. Since joining WilliamsMarston and while at Moffett, Michael prepared interim and year-end income tax provisions and related financial statement disclosures, federal and state income tax compliance, due diligence support, and other complex tax matters.  His clients included public and privately held corporate and partnership companies mostly in financial services including banking, broker-dealers and other lending practices as well as software, biotechnology and internet advertising.

Michael holds a Bachelor of Science in Business Administration-Accountancy from California State University, Long Beach.

Director – OneStream Practice

Andrew Green brings 12 years of financial transformation experience to WilliamsMarston. At WilliamsMarston, he specializes in architecting and implementing OneStream Software solutions, partnering with clients to design, build, and deploy tailored OneStream applications that enhance consolidation, budgeting, forecasting, and reporting capabilities.

Before joining WilliamsMarston, Andrew was with AIT Consulting, acquired by WilliamsMarston in 2025. Prior to AIT, Andrew worked as a Senior FP&A Analyst at Main Street Capital Corporation, as well as worked in accounting for chemical manufacturing and oil and gas and chemical manufacturing companies. Andrew began his career at Ernst Young  LLP in Assurance.

Andrew is a Certified Public Accountant in the State of Texas and a OneStream Certified Professional (OCP) – Lead Architect R1.

Andrew holds a Master of Accountancy from the University of Alabama and a Bachelor of Business Administration in Accounting from Belmont University.

Director – Accounting Advisory

Gabe brings 12 years of accounting and reporting experience to WilliamsMarston and specializes in advising private equity and corporate clients on strategic business transactions with expertise in divestiture, due diligence, accounting advisory and financial reporting. He has a genuine commitment to understanding the client’s needs and objectives and believes that to serve the client effectively one needs to have a deep commitment to understanding their business and industry. Gabe has demonstrated strong skills in connecting with accounting executives and teams while effectively communicating complex financial data and project status in his clients’ organizations.

Prior to joining WilliamsMarston, Gabe was a Senior Manager in Ernst & Young LLP’s (“EY”) Strategy and Transactions (“SaT”) practice. Prior to EY, Gabe spent four years in Accounting Advisory Services within the Deal Advisory practice at KPMG. Gabe began his career in Assurance at EY in their Financial Service Office practice.

Gabe is a Certified Public Accountant in Texas and Minnesota and holds bachelor’s degrees in business management and accounting from St. John’s University in Collegeville, Minnesota.

Director – Valuation

Clint brings seven years of valuation and financial reporting experience to WilliamsMarston. Since joining WilliamsMarston, Clint has advised clients in the asset management, financial services, real estate, technology, biotechnology, industrial manufacturing and agriculture industries. His valuation experience includes financial reporting matters such as purchase price allocations, complex debt and equity instruments, convertible debt, stock-based compensation such as options and warrant, preferred stock, earn-outs, derivatives and tax reporting matters.

Prior to joining WilliamsMarston, Clint spent two years in the portfolio valuation and accounting group at Sixth Street Partners LLC in Dallas. While at Sixth Street, he provided valuation and modeling support of portfolio company investments including their complex convertible and warrant instruments. His industry experience includes real estate, energy, sports and entertainment and technology, among others. Clint began working in investment valuations as part of the audit practice at KPMG LLP in Dallas before leveraging his experience in valuations at Sixth Street.

Clint holds a Bachelor of Science in Business Administration and a Master’s in Accounting from Baylor University. Clint is a Certified Public Accountant in the State of Texas and is a Chartered Financial Analyst®.

Director – Valuation

Pat brings 11 years of valuation advisory, corporate finance, and M&A consulting experience to WilliamsMarston. His valuation experience includes financial reporting matters such as mergers and acquisitions, purchase price allocation, goodwill and intangible asset impairments, stock-based compensation, common stock in privately held companies as well as tax reporting matters such as 409A valuations. Pat’s broad industry experience comprises a variety of financial services, including extensive experience advising private equity clients. Pat also has experience advising clients in the healthcare, SaaS, and renewable energy industries as well as a range of consumer and industrial products businesses.

Prior to WilliamsMarston, Pat worked at Blockchain.com advising the CFO on valuation, M&A, and capital financing matters. Before joining Blockchain.com, Pat was a Manager at Grant Thornton providing valuation and transaction consulting services. Pat managed a variety of valuation projects while at Grant Thornton LLP, including large scale purchase price allocations for both financial reporting and tax planning purposes, goodwill and asset impairment studies, and equity valuations for privately-held companies. He also managed the valuation of portfolio companies and other investments for several private equity clients. Pat’s experience includes a total of eight years at Grant Thornton in Chicago and Atlanta and one year at Alvarez & Marsal Valuation in Atlanta.

Pat holds a Bachelor of Science degree in Finance from Indiana University and a Master’s degree in Finance from the University of Notre Dame, where he graduated magna cum laude.

Director – OneStream Practice

Ben Holladay-McCann brings more than 16 years of experience in financial systems, reporting, and analytics solutions, with a primary focus on solutions in OneStream. At WilliamsMarston, Ben advises clients on a variety of OneStream initiatives including financial consolidation, planning, reporting, and dashboard development, helping organizations design scalable solutions that improve finance operations and deliver actionable insights from enterprise data.

Prior to WilliamsMarston, Ben spent seven years with Finit where he served as an Architect and Associate Director. In this role, he designed and implemented a broad range of OneStream solutions, including financial planning and consolidation applications, reporting frameworks, and advanced dashboarding solutions. Ben worked closely with finance and technology teams to develop innovative solutions that improved reporting efficiency, enhanced data visibility, and supported strategic decision making. Previous to Finit, Ben spent nine years at Stryker in various accounting and financial system roles.

Ben holds a Master of Science in Information Systems from DePaul University, where he graduated with distinction, and a Bachelor of Business Administration in Accounting from Western Michigan University, where he graduated summa cum laude.

Ben holds OneStream certifications including Core Platform Architect and Reports & Dashboards.

Director – Transaction Advisory

Chris brings eight years of accounting and advisory experience to WilliamsMarston. Prior to WilliamsMarston, he spent the entirety of his professional career at Deloitte, where he worked in the M&A Advisory Group for the last three years. Chris has successfully led buy-side and sell-side financial due diligence projects for both private equity and corporate clients, with deals ranging from $5 million to over $2 billion.

His financial due diligence experience includes acquisitions, divestitures, carveouts, and recapitalizations across various industries, with a focus on consumer products. Chris specializes in analyzing financial statements to deliver quality of earnings, cash flows, and net working capital analyses used within Client investment models.

He is well versed at executive level communications and achieving successful outcomes through collaboration with all stakeholders in the M&A process. Chris has a proven track record of coordinating with diverse, international, and cross-functional teams.

Chris is a Certified Public Accountant in the Commonwealth of Massachusetts and the state of Georgia. He received a B.S. and M.S. in Accounting from Auburn University.

Director – Accounting Advisory

With 18 years of experience advising on complex financial transactions, Rocky Hunt brings Big 4 rigor and a pragmatic, partner-led approach to WilliamsMarston’s Capital Markets and Accounting Advisory practice. A trusted advisor to CFOs, Controllers, and private equity operating partners seeking agile solutions beyond traditional advisory models, he specializes in guiding middle-market and growth-stage companies through high-stakes events such as carveouts, divestitures, IPOs and business combinations.

Since joining WilliamsMarston, Rocky has advised clients in the logistics and insurance industries on a variety of technical accounting matters including consolidations, business combinations, SEC reporting and revenue recognition.

Before joining WilliamsMarston, Rocky led technical accounting and transaction advisory teams at KPMG LLP and Embark, where he delivered SEC-compliant financial reporting for both private middle market and public companies. Rocky’s expertise spans revenue recognition, lease accounting, public debt offerings, business combinations and post-acquisition financial operations.

Rocky holds both a Bachelor of Science in Business Administration from the University of Georgia and a Masters in Accounting from Georgia State University and is a Certified Public Accountant in Georgia.

Director – Accounting Advisory

Darrell brings over 20 years of information technology, data, and management experience to WilliamsMarston. Since joining WilliamsMarston, Darrell has assisted with the carve financials for a $1.6B transaction requiring significant analytics of several years of financial data. Additionally, Darrell has assisted with the automation of complex revenue recognition models, created scripts to help resolve multinational intercompany balance discrepancies, and used analytics to ensure data integrity across disparate systems, identify KPIs, and assist with a multitude of FP&A, M&A and accounting matters.

Prior to joining WilliamsMarston, Darrell was a director in KPMG LLP’s Deal Advisory practice where he assisted with accounting change and regulatory compliance matters such as leasing or revenue recognition. Additionally, Darrell used technology and data tools in the M&A space to assist with integration and separation matters such as discontinued operations, held for sale accounting, intercompany matters, CTA/FX issues, fixed asset and legal entity bifurcation, and carve-out financial statements.

Darrell is a member of the North Carolina State Bar. He also holds a Bachelor of Arts degree in Mathematics from the University of North Carolina at Chapel Hill, a Master of Science in Information Technology and a Master of Business Administration from the University of Maryland, University College, and a Juris Doctor degree from the Mitchell Hamline School of Law.

Director – Accounting Advisory

Nick brings seven years of accounting and financial reporting experience to WilliamsMarston. Since joining WilliamsMarston, Nick has advised clients in the financial services, healthcare, software, logistics, and manufacturing industries. He has advised clients on a variety of technical accounting matters including mergers and acquisitions, post-merger integration and ERP implementations, revenue recognition, the implementation of new lease standards, debt modifications and SEC Reporting. Nick has also and has also served as an interim technical revenue analysis manager for a public software company.

Prior to WilliamsMarston, Nick worked in the Audit practice of KPMG LLP’s New York City office. While at KPMG, Nick served as the in-charge senior associate on a large global SEC registrant in the facility services industry and a smaller component engagement reporting to a large public filer. He has extensive experience providing audit services pertaining to US GAAP, SEC Reporting, Technical Accounting and Sarbanes-Oxley compliance and has advised clients in the retail, consumer products, facility services and education industries.

Nick holds a Bachelor of Science degree in Business Administration with a concentration in Accounting from the University of Notre Dame.

Director – Accounting Advisory

Patrick brings over 10 years of accounting and reporting experience to WilliamsMarston.

Patrick is an experienced deal-focused advisor who supports his clients with the development and execution of their M&A vision and capital markets strategies. He specializes in financial reporting and technical accounting in domestic and cross-border transactions, including capital market offerings (IPOs and SPAC mergers), M&A, and carve-out divestitures. Additionally, Patrick advises his clients on complex accounting topics including revenue recognition, leasing, stock-based compensation, GAAP conversions and SEC reporting.

Prior to joining WilliamsMarston, Patrick spent nearly 10 years at PricewaterhouseCoopers LLP in both the advisory and assurance practices across numerous offices, including New York City, Paris, Chicago, and St. Louis. Beginning in the PwC St. Louis Assurance practice, Patrick spent three years auditing public and private companies within the consumer markets, industrial products, manufacturing, and private equity industries. He then joined PwC’s Capital Markets and Accounting Advisory Services practices based in Chicago and New York City where he led teams advising clients across sectors on an array of complex transactions and technical accounting issues. Most recently, Patrick spent 2 years in Paris with PwC France where he advised European-based clients on cross-border transactions and U.S. public listings and the related accounting and reporting challenges under U.S. GAAP and IFRS.

Patrick is a Certified Public Accountant in the states of New York, Missouri and Illinois. He holds a Bachelor of Science degree in Business Administration with a concentration in Accounting and a Masters of Accounting from Saint Louis University, where he graduated magna cum laude.

Director – Accounting Advisory

Nolan brings nine years of accounting and financial reporting experience to WilliamsMarston. Since joining WilliamsMarston, he has advised clients on purchase accounting, the new leasing standard, SEC reporting, IPO readiness, audit preparedness and policies and procedures. Nolan has also assisted various clients in the life sciences industry with process improvement around the monthly close, including significant experience with research and development accruals and stock-based compensation. He has served in several interim management capacities, including controller roles for multibillion dollar public companies, as well as smaller private companies in the technology and biotech sectors.

Prior to WilliamsMarston, Nolan was a Senior Associate in the Assurance practice of PricewaterhouseCoopers LLP in Boston where he primarily served clients in the software, technology and manufacturing industries. While at PwC, Nolan spent a significant amount of his time on the audit of one of the firm’s largest audit clients in the aerospace and defense industry. His experience includes matters pertaining to US GAAP and SEC reporting, Sarbanes-Oxley compliance, earnings per share, share-based compensation, goodwill and deferred taxes.

Nolan is a Certified Public Accountant in the Commonwealth of Massachusetts and holds a Bachelor of Arts in Economics and Accounting from the College of the Holy Cross, where he graduated cum laude.

Director – Tax

Keith brings 14 years of corporate income tax accounting and compliance experience to WilliamsMarston. While at WilliamsMarston, Keith has advised clients on ASC 740, accounting for income taxes, including the preparation of the corporate income tax provision and the related financial statement disclosures, income tax compliance and other corporate tax matters. Keith’s industry experience includes biotechnology, life sciences, manufacturing and technology.

Prior to joining WilliamsMarston, Keith worked in EY LLP’s Global Compliance & Reporting practice in Boston. While at EY, he performed audits of clients’ ASC 740 calculations for multinational and domestic entities, prepared US federal and state income tax returns, and performed a wide variety of domestic and international tax advisory services.

Keith holds a Master of Science in Business Administration degree as well as a Bachelor of Science in Business Administration degree with concentrations in Chemistry and Accounting from Salve Regina University.

Director – Accounting Advisory

Jonathan brings nine years of accounting and financial reporting experience to WilliamsMarston. Since joining WilliamsMarston, he has advised clients in the software, insurance and manufacturing industries on a variety of technical accounting matters including purchase accounting, share-based compensation and lease accounting. Jonathan has also served as an interim corporate accounting supervisor for a global insurance company.

Prior to WilliamsMarston, Jonathan led a company’s SEC Reporting and Technical Accounting department through a spin-off into a publicly traded company in Atlanta. His experience includes multiple complex accounting matters including revenue recognition, debt financing, derivatives, intangibles impairment and the development of SEC Reporting and internal control processes.

Jonathan also previously worked at EY LLP for seven years. While at EY, Jonathan served public and private clients in the technology, consumer products and building products industries reporting under both US GAAP and IFRS. His experience includes significant expertise in lease accounting, share-based compensation, revenue recognition, SEC Reporting and Sarbanes-Oxley compliance. Additionally, his expertise includes accounting analysis over technical areas such as business combinations, pensions and capitalized internal-use software.

Jonathan is a Certified Public Accountant in Georgia and holds a Master of Accountancy and a Bachelor of Business Administration degree in Accounting from University of Georgia.

Director – Valuation

Anthony brings five years of valuation and financial reporting experience to WilliamsMarston. His valuation expertise includes financial reporting matters such as mergers and acquisitions, purchase price allocations, goodwill, stock compensation and tax reporting matters such as 409A and intangible asset valuations. His industry experience includes financial services, healthcare, life sciences and technology.

Prior to WilliamsMarston, Anthony was a Senior Associate at Bay Valuation Advisors, LLC (“BVA”). While at BVA, Anthony provided valuation services pertaining to common stock in privately held companies, portfolio company investments, equities and intangible assets in the context of mergers and acquisitions, and Centers for Medicare and Medicaid Services (CMS) reporting.

Anthony holds a Bachelor of Business Administration with a concentration in Finance from Gonzaga University.

Director – Accounting Advisory

Tim brings more than 11 years of accounting and reporting experience to WilliamsMarston. Since joining WilliamsMarston he has advised both public and private clients in the biotechnology, entertainment, energy and technology industries. Tim has also served in an interim management role, providing financial reporting support.

Prior to WilliamsMarston, Tim held various roles of increasing responsibility in the biopharmaceutical industry, where he gained experience in financial reporting and industry specific matters. While at EY LLP, Tim’s clients included both public and private companies in the real estate and industrial product industries. He provided assurance services pertaining to US GAAP, SEC reporting and compliance Sarbanes-Oxley requirements. While at EY, Tim worked a variety of clients across multiple industries and oversaw all aspects of the audit.

Tim is a Certified Public Accountant in the states of New York and New Jersey. He holds a Bachelor of Science degree in Accounting from Siena College as well as a Master of Science degree in Accounting from Hofstra University.

Director – Tax

Michael brings more than fourteen years of corporate tax accounting and compliance experience to WilliamsMarston.

Prior to WilliamsMarston, Michael held various roles of increasing responsibility within industry and public accounting including most recently in Koch Industry’s Tax Accounting Capability. While at Koch, he was involved in many technical aspects of Georgia Pacific’s tax accounting positions including complex valuation allowance analysis, state and international income tax provisions, and managing tax rate drivers. While in other industry roles, Michael led the tax function of a publicly traded company, managed intercompany and cross-border transactions, and implemented internal controls. Michael’s industry experience includes technology, mining, telecommunications, and manufacturing among others.

He is a Certified Public Accountant in the State of Ohio and holds a Masters of Science in Accountancy with concentrations in tax from the University of Akron.

Director – OneStream Practice

Jacqueline brings 14 years of experience to WilliamsMarston where she specializes in implementing and optimizing OneStream solutions that enhance financial consolidation, reporting, and planning processes. Jacqueline helps clients streamline close cycles, strengthen data accuracy, and modernize their financial operations.

Before joining WilliamsMarston, Jacqueline was with AIT Consulting, acquired by WilliamsMarston in 2025. Prior to AIT, Jacqueline served as a OneStream consultant at Spaulding Ridge after having worked in financial reporting and accounting for chemical manufacturing and oil and gas companies. Jacqueline began her career at PricewaterhouseCoopers LLP in Houston as an Assurance Associate.

Jacqueline holds a Master of Business Administration with a focus in Accounting and a Bachelors degree in Accounting from the University of St. Thomas (TX).

Director – Accounting Advisory

Joe brings eight years of accounting, reporting, and advisory experience to WilliamsMarston. Since joining the firm, he has advised clients in the life sciences, healthcare, and technology industries on complex technical accounting matters, including stock-based compensation, lease accounting, mergers and acquisitions, revenue recognition, debt, and preferred stock. He has also guided clients through audit readiness, IPO preparation, and other public offerings.

Joe has served as interim controller for both public and private biotechnology companies, where he oversaw month-end close, financial reporting, and key operational processes such as procure-to-pay, payroll, and budgeting and forecasting.

Prior to WilliamsMarston, Joe was a Senior Associate in the Assurance practice at PricewaterhouseCoopers LLP in Boston. There, he primarily supported clients in the asset and wealth management, real estate, and not-for-profit sectors. His work included assisting some of the firm’s largest public and private clients with fair value reporting, restructuring, liquidation, acquisitions, and initial audits.

Joe is a Certified Public Accountant in the Commonwealth of Massachusetts. He holds both a Master of Science in Accounting and a Bachelor of Science in Business Administration with a concentration in Accounting from Babson College.

Director – Accounting Advisory

Alan brings 10 years of accounting, reporting, and advisory experience to WilliamsMarston. He works with our clients on a wide array of complex accounting issues, such as revenue recognition, the new leasing standard, business combinations, carve-outs, initial public offerings, SEC reporting, and ICFR compliance. His experience includes a range of industries, including real estate, retail, software, healthcare, manufacturing, and construction.

Prior to joining WilliamsMarston, Alan spent 7 years with KPMG in the Orlando audit practice, servicing both publicly-traded and privately-held clients with US GAAP, SEC reporting and Sarbanes-Oxley compliance. During his time at KPMG, Alan led and coordinated a diverse range of complex accounting transactions, including mergers, internalizations, asset acquisitions, benefit plan terminations, divestitures, and IPO’s.

Alan holds a Bachelor of Science in Accounting and Finance from the University of Central Florida and a Master of Science in Accounting from the University of South Florida. Alan is a Certified Public Accountant in the state of Florida.

Director – Tax

Patrick brings 17 years of corporate income tax accounting and tax compliance experience to WilliamsMarston. Since joining WilliamsMarston, Patrick has advised clients on income tax accounting under ASC 740, corporate tax compliance, IRS and state income tax audits, initial public offerings and other tax advisory services. Patrick’s industry experience includes life sciences, biotechnology, manufacturing, technology, software and professional services.

Prior to WilliamsMarston, Patrick was a Senior Manager in EY LLP’s Global Tax Compliance & Reporting practice where he performed audits of ASC 740 calculations for multinational and domestic entities, prepared US federal and state income tax returns, and assisted clients with IRS and other state audits. He also assisted clients with initial public offerings and performed a wide variety of domestic and international tax advisory services. His expertise includes income tax accounting under US GAAP and IFRS, tax compliance issues and transaction advisory services. In addition to his time in EY’s Boston office, Patrick spent a year in EY’s UK practice advising clients on various US tax issues and IFRS/US GAAP conversions.

Patrick is a Certified Public Accountant in the Commonwealth of Massachusetts and holds a Master of Science in Taxation degree as well as a Bachelor of Science in Accountancy degree from Bentley University, where he graduated cum laude.

Director – Accounting Advisory

Alex brings more than 14 years of forensic accounting and reporting experience to WilliamsMarston.

Alex has managed investigations involving allegations of fraud, bribery and foreign corrupt practices and other forms of manipulation and misappropriation of corporate assets.  Alex has advised clients on various forensic accounting assignments which have involved complex accounting issues at both corporate and individual levels.  Alex has led teams in the development of strategy for and assisted testifying experts in federal courts, state courts, and arbitrations.  Alex has advised clients related to purchase price disputes, which have focused on working capital adjustments, analyzing whether Generally Accepted Accounting Principles (GAAP) have been consistently applied, and breaches of representations and warranties. 

Prior to joining WilliamsMarston, Alex held various roles of increasing responsibility at EY LLP in both the Forensics and Audit practices.  During his career, Alex’s clients included both public and private companies in a broad spectrum of industries, including financial services, healthcare, internet, life sciences, manufacturing, media & entertainment, professional services, real estate, securities, and technology.

Alex is a Certified Public Accountant (CPA) in California and a Certified Fraud Examiner (CFE).  Alex holds both a Master of Science degree and a Bachelor of Arts degree in Accounting, which he completed concurrently, from the University of San Diego.

Director – OneStream Practice

Savannah brings 11 years of experience to WilliamsMarston where she leverages her extensive background in financial systems, accounting, and enterprise performance management to help clients modernize and optimize their OneStream environments. Savannah partners closely with organizations to design, configure, and enhance solutions that strengthen data integrity, accelerate financial operations, and support strategic decision‑making.

Before joining WilliamsMarston, Savannah was with AIT Consulting, acquired by WilliamsMarston in 2025. Prior to AIT, Savannah was a System Manager at Koch Industries where she supported enterprise‑level systems, forecasting and improving close processes. Prior to Koch, Savannah worked in accounting and financial systems at Georgia-Pacific LLC.

Savanah is both a Certified Public Accountant in the State of Georgia and OneStream Certified Lead Architect.

Savannah holds a Master of Accountancy from the University of Georgia.

Director – Accounting Advisory

Jake brings eight years of accounting and financial reporting experience to WilliamsMarston. Since joining WilliamsMarston, Jake has assisted clients in the biotechnology, life sciences and consumer products industries. He has advised clients on a variety of technical accounting matters including collaborative arrangements, revenue recognition, SEC reporting and the accounting and reporting for lease accounting under ASC 842.

Prior to WilliamsMarston, Jake worked in the Audit practice of EY LLP in Boston and Cambridge for four years where he served a range of clients from private start-ups to global large-accelerated filers, primarily in the life sciences industry. While at EY, Jake provided assurance services pertaining to US GAAP including ASC 606 and 842 adoption, SEC reporting, business combinations, restructuring activities and Sarbanes-Oxley compliance.

Jake is a Certified Public Accountant in the Commonwealth of Massachusetts and holds a Bachelor of Science in Business Administration degree with a concentration in Accounting from Boston College.

Director – Accounting Advisory

Olivia brings nine years of accounting and financial reporting experience to WilliamsMarston. Since joining WilliamsMarston, Olivia has advised clients on system implementations, revenue recognition, lease accounting, audit readiness, equity transactions, business combinations, consolidations, lease accounting, and SEC reporting. Her expertise includes matters pertaining to US GAAP, SEC reporting, Sarbanes-Oxley compliance, inventory, restructuring, consolidations and financial statement close processes. Olivia’s industry experience includes medical device, SaaS, consumer products, biotechnology, software and insurance. Olivia has served in interim management roles for companies in the insurance, capital markets, and education industries. She has also served as interim controller for multiple biotechnology companies, as well as assisted with various system implementations and process improvement projects.

Prior to WilliamsMarston, Olivia worked in the Audit practice of EY LLP in Boston for two years. While at EY, her clients included large SEC registrants and a small real estate partnership.

Olivia is a Certified Public Accountant in the Commonwealth of Massachusetts and holds a Bachelor of Science in Business Administration degree with a concentration in Accounting from Boston College.

Director – Tax

Sam brings nine years of corporate tax experience to WilliamsMarston.

Prior to joining WilliamsMarston, Sam worked at KPMG LLP and Deloitte Tax LLP where he specialized in Corporate Tax and ASC740 services. Sam has previously advised clients on a variety of matters including tax provision preparation, tax return compliance, financial statement tax provision audits, tax technology and system implementations, mergers and acquisitions, US tax implications from foreign operations, and various other tax consulting projects.

During his time in public accounting, Sam led various outsource, co-source, and insource tax engagements allowing him to work closely with his clients’ Finance, Accounting, and Tax functions to deliver unique and cost-effective tax solutions. Sam’s public accounting journey has led him to serve mainly multinational clients across the manufacturing, software and technology, pharmaceuticals, and insurance industries – both public and private. His experience also encompasses facilitating national and local trainings, participating on leadership committees, mentoring, recruiting, and community service.

Sam holds CPA licenses in both Ohio and Georgia. He is a graduate of The Ohio State University with a Bachelor of Science degree in Business Administration with specializations in Accounting and Economics.

Director – Accounting Advisory

Devan brings seven years of accounting, automation, and data analytics experience to WilliamsMarston.

Prior to WilliamsMarston, Devan specialized in Financial Due Diligence at PricewaterhouseCoopers LLP in Massachusetts, where he led data analytics for healthcare-focused transactions. His expertise includes analyzing financials using various tools and technologies to identify risks and revenue adjustments in both buy and sell-side engagements. At PwC, he previously provided automation engineering advisory services across sectors, leveraging data to streamline financial processes, reduce costs, and drive revenue growth.

Devan holds both a Bachelor of Science and a Master of Science in Accounting from Bentley University, along with a postgraduate certificate in Business Analytics from Northeastern University.

Director – Tax

Megan brings 13 years of corporate and partnership income tax accounting and compliance experience to WilliamsMarston.  Prior to WilliamsMarston, Megan worked at Moffett & Associates as a Supervising Senior Tax Associate.  Since joining WilliamsMarston and while at Moffett, she prepared and reviewed interim and year-end income tax provisions and related financial statement disclosures and memorandum, prepared and reviewed federal and multi-state income tax returns for corporate, partnership, S Corp and high-net worth individual clients, assisted with state nexus studies and review of state apportionment methodologies for multi-state corporate clients and assisted with US Federal and state examinations.  She has provided tax compliance services and advised clients in a variety of industries including advertising, securities broker/dealers, financial institutions and other service industries.

Megan holds a Bachelor of Science degree in Mathematics/Economics from the University of California, Los Angeles and is a Certified Public Accountant in the State of California.

Director – Accounting Advisory

Ali brings nine years of accounting and financial reporting experience to WilliamsMarston. Since joining WilliamsMarston, she has advised clients in the biotechnology, medical device, software/SaaS and telecommunications industries on a variety of technical accounting matters including business combinations, SEC reporting, stock-based compensation and financial statement preparation. Ali has served in interim management roles for both public and private companies in the medical device, biotechnology, insurance, and education industries.

Prior to WilliamsMarston, Ali was a Senior Associate in the Assurance practice of PricewaterhouseCoopers LLP in Boston where she primarily served banking and insurance clients. While at PwC, Ali was the lead senior on one of the firm’s largest public banking clients. She has extensive experience providing services pertaining to US GAAP, IFRS, SEC reporting and Sarbanes-Oxley compliance. She has advised clients on a variety of technical accounting matters including business combinations, SEC reporting, stock-based compensation, and financial statement preparation. Ali has served as an interim External Reporting manager for a medical equipment manufacturing company as well as an accounting manager for a biotechnology research company.

Ali is a Certified Public Accountant in the Commonwealth of Massachusetts. She holds a Master of Business Administration degree with a concentration in Accounting and a Bachelor of Science degree with a concentration in Accounting from Providence College.

Director – Valuation

Shilpi brings 10 years of valuation experience to WilliamsMarston.

Prior to WilliamsMarston, Shilpi held various roles of increasing responsibility within the complex securities team at EY LLP and PricewaterhouseCoopers LLP. In these roles, Shilpi provided valuation advisory services to corporate clients regarding convertible debt, common stock, contingent considerations, equity derivatives, PIPE transactions, stock-based compensation and credit risk analysis.

Shilpi holds an MBA from University of Toronto, and a Master of Financial Engineering from the University of California, Los Angeles. She is a CFA charterholder.

Director – Accounting Advisory

Mark brings nine years of accounting, reporting, and automation experience to WilliamsMarston. Since joining WilliamsMarston, he has assisted clients in the healthcare, logistics, retail, and telecommunications industries. Mark has advised clients on a variety of technical accounting, automation, and analytical matters, specializing in revenue & KPI modeling, pro forma financial statements, and consolidations.

Prior to WilliamsMarston, Mark held various roles of increasing significance in the Deals Advisory practice at PricewaterhouseCoopers LLP in New York. While at PwC, Mark’s clients included both public and private companies in the fintech, insurance, media and entertainment and private equity industries. Mark provided advisory services related to capital markets transactions under U.S. GAAP and IFRS, SEC reporting, finance transformation and automation.

Mark is a Certified Public Accountant in New York State and holds a Bachelor of Science and Master of Science degree in Accounting from the University at Buffalo.

Director – Accounting Advisory

Eszter brings over 16 years of accounting and financial reporting experience to WilliamsMarston. Since joining WilliamsMarston, Eszter has assisted clients in the life sciences, biotechnology, cryptocurrency, technology, and software industries. Eszter has advised clients on a variety of technical accounting matters including collaboration agreements, debt and equity transactions, stock compensation and business combinations and SEC reporting. Eszter specialized in Sarbanes-Oxley (SOX) 404(a) and 404(b) compliance. Eszter has extensive experience supporting clients through first-year SOX implementation, material weakness remediation, and internal control optimization.

Prior to WilliamsMarston, Eszter was in the audit practice of KPMG LLP for over 15 years. While at KPMG, Eszter managed and supervised the execution of external audit and assurance engagements of clients of various size and across the healthcare, media and higher education industries, including Securities and Exchange Commission (SEC) registrants and private companies. She provided audit, assurance and advisory services for companies going through capital market transactions, including initial public offerings (IPO) and follow-on offerings, Sarbanes-Oxley implementations and carve-out financial statements. Eszter’s industry experience includes life sciences and biotechnology, healthcare (provider and payor), and media, amongst others.

Eszter is a Certified Public Accountant in the Commonwealth of Massachusetts and in the State of Virginia. Eszter is also a chartered accountant of the Association of Chartered Certified Accountants (ACCA), which is an IFRS based accounting accreditation. Eszter holds a Master’s degree in Economics with concentrations in Accounting and Finance from the University of Pecs, Faculty of Business and Economics (Hungary).

Director – Accounting Advisory

Rochelle brings seven years of accounting and financial reporting experience to WilliamsMarston. Since joining WilliamsMarston, Rochelle has assisted clients in the biotechnology, life sciences, healthcare, entertainment, and technology industries. She has advised clients on a variety of technical accounting and reporting matters including complex debt and equity instruments, business combinations, consolidations, 10-Q and 10-K reporting, and SEC pro forma filings.

Prior to joining WilliamsMarston, Rochelle was in the Audit & Assurance practice of Deloitte LLP’s New York office, where she served both public and private clients in the banking, capital markets, and financial technology (“FinTech”) industries. While at Deloitte, Rochelle provided assurance services ranging from Sarbanes-Oxley compliance, SEC reporting to the evaluation of technical accounting areas including financial instrument valuation and consolidation issues under ASC 810.

Rochelle is a Certified Public Accountant in the States of New York and California. She holds a Masters in Professional Accounting and a Bachelor of Science in Business Administration from the University of Washington in Seattle, where she majored in Accounting.

Director – Accounting Advisory

Yazmin brings more than 7 years of accounting and reporting experience to WilliamsMarston.

Prior to WilliamsMarston, Yazmin was a Senior Manager in the audit practice at KPMG LLP in San Diego. While at KPMG, Yazmin’s clients included both public and private companies primarily in the life science industries. She provided assurance services pertaining to US GAAP, SEC reporting, and Sarbanes-Oxley compliance. While at the firm she assisted clients through the initial public offering process, first year SOX 404(b) compliance, as well as many debt and equity financings. She also supported her clients in technical transactions in accordance with ASC 606 Revenue, ASC 480 Distinguishing Liabilities from Equity, ASC 718 Stock-Based Compensation, and ASC 805 Business Combinations. Yazmin was selected to be a National Instructor for the firm facilitating training to fellow KPMG employees on new accounting standards and implementation of firm methodologies.

Yazmin Richter is a Certified Public Accountant in the state of California and holds a Bachelor of Science degree in Accounting with a Spanish minor from the University of San Diego and a Masters of Science degree in Accounting from the University of San Diego.

Director – Tax

Carlos brings seven years of corporate tax experience to WilliamsMarston.

Prior to WilliamsMarston, Carlos was a Manager with Moffett & Associates. Carlos began his career at EY LLP in Dallas where he provided clients in the real estate, internet retail, and financial services industries compliance and tax advisory services.

Carlos is a Certified Public Accountant in the state of Texas and holds a Master of Professional Accountancy from the University of Texas at Austin, as well as a Bachelor in Business Administration from St. Mary’s University in San Antonio.

Director – Tax

Kyle brings 14 years of tax accounting, compliance, and advisory experience to WilliamsMarston.

Prior to WilliamsMarston, Kyle was in the tax practice of EY LLP in Cleveland for more than twelve years serving both public and private companies in the advanced manufacturing, consumer products, aerospace and defense, and life sciences industries, amongst others. Kyle has significant experience with ASC 740, accounting for income taxes, purchase accounting, internal controls, and US GAAP income tax-related disclosures, as well as experience with tax compliance, controversy, and advisory services. While at EY, Kyle led all his client engagements, overseeing the engagement team, serving as the chief client liaison, and ensuring the accuracy and completeness of the related deliverables.

Kyle is a Certified Public Accountant in the State of Ohio and holds a Bachelor of Science degree in Accountancy from Miami University (Ohio).

Director – Accounting Advisory

Gianni brings eight years of accounting and financial reporting experience to WilliamsMarston. Since joining WilliamsMarston, Gianni has advised clients in the pharmaceutical, hospitality, professional services, insurance, and biotechnology industries. He has advised clients on a variety of technical accounting matters including revenue recognition, ASC 842 implementation, purchasing accounting, contingent purchase consideration, debt and equity financings, and segment reporting. Gianni has also assisted clients with interim financial and management reporting support, as well as audit preparedness. He has also advised clients in multiple areas of financial effectiveness, month end close enhancements, audit project management, cash flow management, management/lender reporting and analysis. Gianni has served in interim management roles for both public and private companies in the medical device, biotechnology, and business services industries.

Prior to WilliamsMarston, Gianni worked in the Audit practice of KPMG LLP’s New York City office. While at KPMG, Gianni served as the in-charge Senior on a large global SEC registrant in the pharmaceutical industry. He has extensive experience providing audit services pertaining to US GAAP, SEC Reporting, Technical Accounting, and Sarbanes-Oxley compliance and has advised clients in the retail, mining, technology and consumer products industries.

Gianni is a Certified Public Accountant in the State of New York. He holds a Master of Science degree in Forensic Accounting as well Bachelor of Science degrees in Accounting and Business Administration with concentrations in Finance and Marketing from the University at Albany.

Director – Transaction Advisory

Javier brings 10 years of accounting and advisory experience to WilliamsMarston.

Prior to WilliamsMarston, Javier was a Senior Manager in BDO LLP USA’s Transaction Advisory Services practice, where he provided financial due diligence services to private equity firms, corporate investors, and founders. While at BDO USA, he was based in Miami and focused on middle-market transactions across North America and Latin America. Prior to BDO USA, Javier worked in the Transaction Advisory Services practice at PwC Spain, where he had previously started his career in public accounting.

Javier’s financial due diligence experience includes acquisitions, divestitures, carve-outs, and recapitalizations. He has provided advisory services to buyers, sellers, and lenders, and his transaction experience covers a broad range of industries, including manufacturing, distribution, technology, audiovisual production, automotive retail, and real estate.

Javier holds a dual bachelor’s degree in Business Administration and Law from San Pablo CEU University, and an MBA from Georgetown University.

Director – Tax

Paul brings 10 years of experience in taxation and accounting to WilliamsMarston. Paul has significant experience advising private-equity-backed operating companies on complex partnership tax issues across many industries including IRC Section 754 basis adjustment determinations, 704(c) related rollovers, S Corp related F reorganizations, and complex waterfall allocations, as well as many other complex general tax issues impacting a partnership and its partners. Since joining WilliamsMarston, Paul has focused primarily on providing tax consulting and compliance services to clients on complex partnership tax matters such as mergers and acquisitions, waterfall allocations, tax planning and modeling and authoritative tax research. Paul has recently served as an interim tax director for a privately held media and entertainment company.

Prior to joining WilliamsMarston, Paul was a Tax Manager at RSM US LLP in the Partnership Tax practice. While at RSM, Paul provided tax compliance and consulting services to middle market operating companies and was a trusted advisor to his clients on a variety of partnership related transactions. Paul also served as a Manager of Tax & Treasury at bluebird bio, where he focused on corporate income tax accounting and compliance.

Paul is a Certified Public Accountant in the Commonwealth of Massachusetts and holds a Master of Science in Accountancy degree from Bridgewater State University. He also holds a Bachelor of Science in Business Administration degree with a concentration in Accounting from Fitchburg State University.

Director – Accounting Advisory

Jay brings nine years of accounting and financial reporting experience to WilliamsMarston. Since joining WilliamsMarston, Jay has supported clients in the life sciences, biotechnology, software, manufacturing, and technology industries. He has experience advising clients on a variety of technical accounting matters including consolidations, business combinations, discontinued operations, stock-based compensation, debt and equity financings, revenue recognition and lease accounting. He has supported clients throughout their external audit and monthly close processes, in addition to providing interim SEC reporting services. He has also advised clients on IPO readiness, audit readiness and business process improvement.

Prior to WilliamsMarston, Jay was a Manager in the Audit practice of RSM US LLP in Boston. While at RSM, his clients included private and public companies within the technology, software, and life sciences industries where he provided assurance services pertaining to US GAAP and SEC reporting matters.

Jay is a Certified Public Accountant in the Commonwealth of Massachusetts and holds a Master of Science in Accounting as well as a Bachelor of Science with a concentration in Accounting from Boston College.

Director – Accounting Advisory

Neldo brings nine years of accounting and financial reporting experience to WilliamsMarston. ​Since joining WilliamsMarston, Neldo has assisted clients in the technology, healthcare and retail industries. He has advised clients on a variety of technical accounting matters including revenue recognition, consolidations, business combinations, lease accounting, stock-based compensation, SEC reporting, audit readiness, process improvements and the accounting and reporting for complex debt and equity transactions. He has also served in interim accounting and financial reporting management roles for public companies in the technology industry.

Prior to WilliamsMarston, Neldo was in the audit practice of KPMG LLP in Miami for five years where he primarily served clients in the banking and asset management industries. While at KPMG, Neldo spent a significant amount of his time on the audit of one of the firm’s largest audit clients in the banking industry. His experience also includes matters pertaining to US GAAP and SEC reporting, Sarbanes-Oxley compliance, ASC 842, business combinations, goodwill, stock-based compensation and income taxes. ​

Neldo is a Certified Public Accountant in the State of Florida and holds a Master of Science and a Bachelor of Science degree in Accounting from Florida International University

Director – Accounting Advisory

Andrea brings seven years of accounting and financial reporting experience to WilliamsMarston. Since joining WilliamsMarston, Andrea has assisted clients in the biotechnology, healthcare, technology, and energy industries on a variety of technical accounting matters including revenue recognition under ASC 606, purchase accounting, SEC Reporting, lease accounting, stock-based compensation, consolidation analysis, impairment analysis, and accounting for financial instruments such as convertible debt, warrants and preferred equity. Andrea has also served in multiple interim SEC reporting and technical accounting management roles for publicly traded biotechnology companies. 

Prior to WilliamsMarston, Andrea was a Manager of Technical Accounting at a publicly traded healthcare company in Miami. Her role included performing accounting analyses for non-routine and significant transactions such as business combinations, variable interest entities, debt, revenue recognition, and the implementation of ASC 842. Andrea also spent four years at PricewaterhouseCoopers LLP in Miami where she provided assurance services pertaining to US GAAP and Sarbanes-Oxley Compliance for both public and private clients in the aviation and tourism industries. Areas of focus included audit planning and risk assessment, as well as complex financial topics such as goodwill and intangibles, fixed assets and related impairments and liquidity cash flow analyses.

Andrea is a Certified Public Accountant in the State of Florida. She graduated Magna Cum Laude from the University of Miami where she obtained both a Bachelor of Business Administration in Accounting and a Master’s in Accounting.

Director – Valuations

Amanda brings eight years of valuations, financial reporting and tax experience to WilliamsMarston. Since joining WilliamsMarston, she has advised clients in the financial services, biotechnology, healthcare, software, and consumer products industries. Amanda has advised clients on financial reporting matters such as purchase price allocations, portfolio company valuation, goodwill and intangible asset impairments, stock compensation, as well as tax reporting matters including 409A and gift and estate tax evaluations.

Prior to WilliamsMarston, Amanda spent two years at a global investment management firm in Dallas, Texas where she worked on portfolio accounting and valuations across a wide range of public and private investments. Amanda started her career in the Financial Services Tax practice at EY LLP in San Francisco where she oversaw the preparation of various partnership tax filings, including complex waterfall calculations and security analysis, and assisted asset management clients with tax technical issues. Her prior industry experience includes private equity, hedge funds and venture capital.

Amanda is a Chartered Financial Analyst®, a Certified Public Accountant in the State of Texas and holds a Master in Professional Accounting and a Bachelor in Business Administration with a concentration in accounting from The University of Texas at Austin.

Director – Transaction Advisory

Jeff brings over eight years of accounting and advisory experience to WilliamsMarston.

Prior to joining WilliamsMarston, Jeff spent four years in Alvarez & Marsal’s Transaction Advisory Group, where he led financial due diligence for private equity and corporate clients, with a focus on the software and technology industry. Earlier in his career, Jeff spent four years in the Deal Advisory practice at KPMG LLP.

Jeff specializes in providing buy- and sell-side financial due diligence in support of buyouts, carve-outs, and recapitalizations. He advises clients on a broad range of transaction-related matters, including analysis of recurring EBITDA and cash flow, revenue and retention analytics, complex carve-out situations, net working capital, and purchase price adjustment mechanisms. Jeff has advised on over 100 transactions ranging from $10 million to $2 billion in enterprise value, supporting clients across a broad range of industries, both domestically and internationally.

Jeff is a Certified Public Accountant in the State of New York and holds Bachelor of Science degrees in Finance and Accounting, as well as a Master of Accounting degree, from Penn State University.

Director – Accounting Advisory

Steve brings more than 12 years of accounting and reporting experience to WilliamsMarston.

Since joining WilliamsMarston, Steve has advised clients on a variety of technical accounting matters including those related to debt/equity and derivatives.

Prior to WilliamsMarston, Steve held various roles of increasing responsibility at Alvarez & Marsal. While at A&M, Steve’s clients included both public and private companies in various industries such as healthcare, software and technology, and retail.  Prior to A&M, Steve spent five years in EY LLP’s Financial Accounting Advisory Services practice, where he advised clients on matters related to financial instruments.

Steve graduated from The College of New Jersey with a Bachelor of Science in Accounting and a minor in economics.

Director – Accounting Advisory

Yuna brings more than 10 years of accounting and reporting experience to WilliamsMarston. Since joining WilliamsMarston, she has advised clients in the hospitality and pharmaceutical industries on a variety of technical accounting matters including debt modification and extinguishment, internal-use software capitalization, CECL implementation, and severance and exit-cost accounting. Yuna also has experience assisting a large private equity backed client with streamlining their bank reconciliation and balance sheet reconciliation process. Yuna has served as the Interim Senior Manager of SOX and Technical Accounting for a public biotechnology company. In this capacity, she led the month-end accounting for debt, leases, and royalty financing, developed key accounting policies, and oversaw SOX control design and testing across finance and IT functions.

Prior to joining WilliamsMarston, Yuna spent over eight years at Ernst & Young LLP, serving clients across the Central and West region markets. At EY, her audit portfolio included both public and private companies in diverse industries such as technology (semiconductors), life sciences, transportation, manufacturing, oil & gas, and diversified industrial products. Yuna also worked on some of the firm’s highest-profile clients, leading fieldwork, overseeing engagement teams, and managing all audit areas, including the review of financial statements. Following her tenure at EY, Yuna served as Senior Manager of SEC Reporting and Technical Accounting at a publicly traded company in the battery industry. In this role, she focused on first-time revenue recognition transitions, software cost accounting, and equity financing, among other responsibilities.

Yuna is a Certified Public Accountant in the Commonwealth of Massachusetts and the State of South Carolina. She holds a Master of Business Administration with a concentration in Accounting from the University of South Carolina, where she graduated Summa Cum Laude.

Director – Accounting Advisory

Ruby brings 11 years of financial consulting and management experience to WilliamsMarston. Since joining WilliamsMarston, Ruby has advised biotechnology clients on a number of technical accounting matters such as SEC reporting, consolidations, lease implementation under ASC 842, ASC 718 stock-based compensation, debt and equity financing. Ruby has also provided interim management for a public biotechnology company.

Prior to WilliamsMarston, Ruby was a Senior Manager at Chord Advisors, LLC, a boutique accounting advisory firm serving more than 400 pre-IPO, public and private equity-backed growth companies on a variety of technical accounting, SEC reporting and capital markets transactions. While at Chord Advisors, Ruby advised clients on a variety of complex matters including stock-based compensation, leasing, consolidations, business combinations, SEC reporting and the accounting and reporting for complex financial instruments including convertible debt and warrants.

Ruby holds a Bachelor of Business Administration degree with a concentration in accounting from Baruch College where she graduated cum laude.

Manager – Valuation

Tony brings 12 years of valuation advisory experience to WilliamsMarston. He specializes in valuations of purchase price allocations, goodwill and intangible asset impairments, leases, common stock in privately held companies, as well as tax reporting matters such as 409A valuations. His broad industry experience includes the life sciences, technology, consumer products, retail and business services markets.

Prior to joining WilliamsMarston, Tony was a Manager at Oracle Capital, LLC. He has performed multiple analyses for small, privately-held companies to large, publicly-traded corporations with market capitalizations in excess of $10 billion. He also has expertise valuing business enterprises for other financial reporting and tax purposes, including employee equity compensation.

Prior to joining Oracle Capital, Tony worked at AM Valuation Services performing valuations of primarily commercial real estate including office, industrial and multifamily properties.

Tony holds a Master in Business Administration from Claremont Graduate University and a Bachelor of Arts in Economics from Claremont McKenna College.

Manager – Valuation

Jim brings six years of experience to WilliamsMarston. Since joining WilliamsMarston, Jim has advised clients in the biotechnology, software, consumer products and financial services industries. He has advised clients on financial reporting matters such as mergers and acquisitions, purchase price allocations, lease accounting, stock compensation and tax reporting matters such as 409A and intangible asset valuations.

Prior to WilliamsMarston, Jim was in the transfer pricing practice of EY LLP’s Boston office. While at EY, Jim analyzed intercompany transactions for a number of public and private clients and coordinated several global transfer pricing documentation projects. Jim’s industry experience includes asset management, insurance, and real estate.

Jim is a Chartered Financial Analyst® and holds a Bachelor of Business Administration degree in Finance with a secondary major in Economics from the University of Massachusetts Amherst.

Manager – OneStream Practice

Karen Bossaller brings 10 years of experience to WilliamsMarston where she supports clients in optimizing their financial processes through the implementation and enhancement of OneStream solutions. She partners closely with clients to understand their reporting and consolidation needs, translates requirements into effective system designs, and delivers solutions that strengthen accuracy, efficiency, and financial visibility.

Before joining WilliamsMarston, Karen was with AIT Consulting, acquired by WilliamsMarston in 2025. Prior to joining AIT, Karen held roles across financial analysis, revenue operations, and accounting within industries including manufacturing, data infrastructure, and financial services. Her experience includes developing forecasting tools, managing cash and revenue processes, supporting consolidation activities, and leveraging system automation to enhance financial operations.

Karen is a OneStream Certified Professional (OCP) – Lead Architect R1.

Karen holds a Master of Business Administration from the University of Colorado Boulder and a Bachelor of Science in Management from the University of Missouri-Columbia.

Manager – OneStream Practice

Nick Bouffard is a manager at AIT, a WilliamsMarston company, where he specializes in financial systems consulting, corporate performance management, and OneStream implementations. He works closely with organizations to design, implement, and optimize financial reporting and planning solutions, helping clients improve data integration, streamline close and consolidation processes, and enhance decision‑making through scalable system architecture.

Before joining WilliamsMarston, Nick worked as a Senior Consultant at SC&H Group, where he supported the implementation of OneStream solutions. Prior to this, he held roles across accounting and financial reporting and financial analysis.

Nick is a Certified Public Accountant (CPA), licensed by the Virginia Board of Accountancy. He also holds multiple OneStream certifications, including the OneStream Certified Associate (OCA) – Implementation Foundations, OneStream Specialist: Basics of Inbound Data Integration, and OneStream Certified Professional – Core Platform Architect.

Nick earned his Bachelor of Science in Accounting from Liberty University, graduating summa cum laude.

Manager – Accounting Advisory

Michael brings six years of accounting and financial reporting experience to WilliamsMarston. Since joining WilliamsMarston, Michael has assisted clients in the biotechnology, healthcare, life sciences, software, and beverage industries. He has advised clients on a variety of technical accounting matters including revenue recognition, collaborative arrangements, lease accounting, IPO readiness, SEC reporting, Sarbanes-Oxley compliance, stock-based compensation, accounting and reporting for complex financial instruments and business process improvement. Michael has served in various interim management roles for public and private clients in the life sciences, technology, and beverage industries. He supported lender reporting, payroll, monthly close management, and assisted with audit readiness and daily operational tasks such as vendor creations and accounting team oversight.

Prior to joining WilliamsMarston, Michael was an Associate in the Assurance practice at PricewaterhouseCoopers LLP in Boston where he served both public and private clients in the entertainment, media and technology industries. While at PwC, Michael provided audit and advisory services pertaining to US GAAP, SEC reporting and Sarbanes-Oxley Compliance.

Michael is a Certified Public Accountant in the Commonwealth of Massachusetts and holds a Bachelor of Science degree in Accounting from Bentley University, where he graduated cum laude.

Manager – Accounting Advisory

Jesse brings nine years of accounting and financial reporting experience to WilliamsMarston. Since joining WilliamsMarston, Jesse has assisted clients in the life sciences, technology, retail and insurance industries. He has advised clients on a variety of technical accounting matters including revenue recognition under ASC 606, lease accounting under ASC 842, SEC reporting, audit preparedness and process improvement around the monthly close process.

Prior to WilliamsMarston, Jesse worked in the Audit practice of EY LLP in New York where he served clients in the technology, media and entertainment and consumer products industries. He has extensive experience providing assurance services pertaining to IPO readiness, Sarbanes Oxley Compliance, US GAAP and SEC Reporting.

Jesse holds a Master of Science in Accounting as well as a Bachelor of Science with a concentration in Accounting from St. John’s University, where he was a student in the Accounting Scholars program.

Manager – Accounting Advisory

Hannah brings eight years of accounting and financial reporting experience to WilliamsMarston. Since joining WilliamsMarston, she has advised clients in the biotechnology, life sciences, technology, and professional services on a variety of technical accounting matters including lease accounting, revenue recognition, purchase accounting, debt transactions, consolidation and financial reporting. She has also served in interim management roles for both public and private companies in the biotechnology and professional services industries.

Prior to WilliamsMarston, Hannah spent two years as a senior accountant within a global organization in the medical device industry. During her time in industry, she contributed to technical accounting matters including financial reporting, revenue recognition and lease accounting.

Prior to working in industry, Hannah spent more than three years in the Audit practice of EY LLP in Boston, where her clients included public and private companies in the medical device, biotechnology, and real estate industries. She provided assurance services pertaining to revenue recognition, Sarbanes-Oxley compliance, and financial reporting.

Hannah is a Certified Public Accountant in the Commonwealth of Massachusetts and holds a Bachelor of Business Administration in Accounting and Management from the University of New Hampshire.

Manager – Tax

Ashley brings six years of tax accounting experience to WilliamsMarston. Since joining WilliamsMarston, Ashley has advised clients on ASC 740, accounting for income taxes, including the preparation of the corporate income tax provision and the related financial statement disclosures, and income tax compliance. Ashley’s industry experience includes biotechnology, healthcare, retail and consumer products, and pharmaceuticals.

Prior to WilliamsMarston, Ashley was a Senior Associate in the Corporate Tax practice at PricewaterhouseCoopers LLP where she spent time in both the Chicago and Boston offices. While at PwC, Ashley provided tax consulting services related to year-end provision preparation, audit support and various other tax advisory services. Her industry experience includes assisting public and private companies within the consumer products, biotechnology and telecommunications industries.

Ashley is a Certified Public Accountant in the State of Illinois and holds a Bachelor of Science degree in Accounting from Illinois State University.

Manager – Accounting Advisory

Jared brings seven years of accounting and financial reporting experience to WilliamsMarston. Since joining WilliamsMarston, Jared has advised clients in the biotechnology, life sciences, hospitality, and manufacturing industries on a variety of technical accounting matters including business combinations, licensing arrangements, SEC reporting, pay vs. performance, stock-based compensation and consolidation. He has also served as an interim accounting manager for a public biotechnology company.

Prior to WilliamsMarston, Jared was a Senior Associate in the Assurance practice at PricewaterhouseCoopers LLP in New York where he served private clients primarily in the healthcare, pharmaceutical and higher education industries. While at PwC, Jared provided services pertaining to US GAAP and OMB Uniform Guidance compliance. His experience includes lease accounting under ASC 842 and revenue recognition under ASC 606.

Jared is a Certified Public Accountant in the State of New York and holds a Bachelor of Science in Accounting with a concentration in Supply Chain Management from Binghamton University, where he graduated summa cum laude.

Manager – Accounting Advisory

Matt brings five years of accounting and reporting experience to WilliamsMarston. Since joining WilliamsMarston, he has advised clients on a variety of technical accounting matters including lease accounting, debt and equity financing, stock-based compensation, earnings per share, SOX and SEC reporting, pro-forma reporting for business combinations and IPO filings, and revenue recognition. Matt has served clients in the biotechnology, life sciences, pharmaceutical, and aerospace technology industries. He has also served as an interim senior accountant for a public pharmaceutical company.

Prior to WilliamsMarston, Matt held various roles of increasing responsibility in the assurance practice of PricewaterhouseCoopers LLP. While at PwC, Matt’s clients included both public and private companies in the in the medical device technology, aerospace & defense, and media & entertainment industries. This included team management and complex corporate accounting projects for one of PwC’s most profitable and highest profile clients. He provided assurance services pertaining to US GAAP, SEC reporting, and Sarbanes-Oxley compliance. He also assisted clients on a variety of technical accounting matters including inventory accounting, complex earnings per share methodology and calculation, point in time and overtime revenue recognition and pension reporting. 

Matt is a Certified Public Accountant in the Commonwealth of Massachusetts and holds a Bachelor of Science degree in Business Management with concentrations in Accounting and Finance from Boston College, where he graduated Magna Cum Laude.

Manager – Accounting Advisory

Peter brings nine years of accounting and financial reporting experience to WilliamsMarston. Since joining WilliamsMarston, he has advised clients on a variety of technical accounting matters including SEC reporting, collaboration agreements, debt agreements, and revenue recognition. Peter has also served in various interim management roles, including as Accounting Manager for both private and public companies in the insurance and pharmaceutical industries.

Prior to WilliamsMarston, Peter spent two years as an Accounting Manager at a widely recognized leader within the consumer insights and data analytics industry. During his time in industry, he assisted with the month-end close and financial reporting processes. He also served as the technical accounting lead and worked through various technical matters related to business combinations, share-based compensation, and leases. 

Prior to working in industry, Peter was a Manager in the Assurance practice at EY LLP in New York City. He primarily served clients in the biotechnology, life sciences, and diagnostic laboratory industries. While at EY, Peter assisted both public and private clients with US GAAP, SEC reporting, Sarbanes-Oxley compliance, IPOs, and follow-on equity offerings.  

Peter is a Certified Public Accountant in the State of New York and holds a Bachelor of Science degree in Accounting and a Master of Science in Accounting degree from Syracuse University. 

Manager – Accounting Advisory

Tom brings more than a decade of experience in analytics and accounting to WilliamsMarston. Prior to joining WilliamsMarston, he spent five years in the Data & Analytics practice at Slalom Consulting, where he led fieldwork across a range of large, publicly traded clients. His work included digital transformations, data migrations, cloud architecture, data engineering, applied machine learning and AI initiatives.

Tom specializes in leveraging technology to solve complex business and reporting challenges, including standardizing data quality in alignment with regulatory and reporting standards and automating sophisticated business processes. Earlier in his career, Tom worked as a tax accountant with both local and national firms, partnering closely with clients to manage engagements end-to-end—from planning through filing.

Tom is a Certified Public Accountant in the Commonwealth of Massachusetts. He holds a Bachelor of Science in Accounting from Northeastern University and a Master’s degree in Analytics from the Georgia Institute of Technology.

Manager – Valuation

Ronak brings more than six years of real estate valuation and advisory experience to WilliamsMarston.

Ronak has advised clients for a variety of purposes including financial reporting (ASC 350, 360, 820 and 805), gift and estate taxes, sales and acquisitions, litigation, portfolio valuation, due diligence and others. Ronak has extensive experience valuing and analyzing a diverse array of property types, including multifamily, industrial, retail, office, hospitality, land, and special-purpose assets. His work spans markets across the United States and internationally, and he has supported clients across numerous industries, including consumer goods, manufacturing, telecommunications, health care, technology, and financial services.

Prior to joining WilliamsMarston, Ronak was a member of RSM US LLP’s real estate valuation practice, where he supported complex engagements for institutional and middle-market clients.

Ronak is a Certified General Appraiser and holds a Bachelor of Science in Finance from the University of Connecticut.

Manager – OneStream Practice

Brandy brings 25 years of experience to WilliamsMarston where she leads post‑implementation support initiatives and drives continuous improvement across clients’ OneStream environments. With a strong background in corporate accounting, financial planning and analysis, regulatory compliance, and internal audit, Brandy brings a highly analytical, process‑driven approach to helping organizations optimize, stabilize, and enhance their financial systems.

Before joining WilliamsMarston, Brandy was with AIT Consulting, acquired by WilliamsMarston in 2025. Prior to joining AIT, Brandy held several finance and accounting leadership roles at large companies in the oil and gas and private equity industries. In these roles she oversaw end-to-end financial processes, implemented systems, and drove sustainable operational efficiencies across complex, multinational operations. Brandy began her career at Arthur Andersen.

Brandy is a Certified Internal Auditor (CIA) and a graduate of Louisiana State University where she received a Bachelor of Science in Accounting.

Manager – Accounting Advisory

Riley brings over four years of accounting and financial reporting experience to WilliamsMarston. Since joining WilliamsMarston, Riley has advised clients in the logistics, industrial products, advertising, healthcare and gaming industries. He has advised these clients on a variety of technical accounting matter such as mergers and acquisitions, initial public offerings, finance effectiveness, revenue recognition, ASC 842 – leases, ASC 350 and 360 impairment, and financial reporting.

Prior to joining WilliamsMarston, Riley held various roles of increasing responsibility in Deloitte LLP’s Audit and Assurance practice. While at Deloitte, Riley’s clients included both public and private companies in the retail, healthcare, technology and media industries. He assisted clients with technical accounting and financial reporting matters including revenue recognition, accounts receivable valuation, debt modification, mergers and acquisitions, and Sarbanes-Oxley compliance.

Riley is a Certified Public Accountant in the State of Georgia and holds a Bachelor of Science degree in Accountancy from Auburn University where he graduated magna cum laude as well as a Master of Accountancy degree from Auburn University.

Manager – OneStream Practice

Michael brings 10 years of experience to WilliamsMarston where he supports clients in optimizing their financial processes through the implementation and enhancement of OneStream solutions. Michael partners with organizations to translate business requirements into high‑impact technical solutions that enhance reporting accuracy, streamline consolidation processes, and strengthen financial decision‑making.

Before joining WilliamsMarston, Michael was with AIT Consulting, acquired by WilliamsMarston in 2025. Prior to joining AIT, Michael was a Lead Consultant at OneStream Software. While working for OneStream, he gained extensive experience implementing solutions across diverse industries and use cases.

Michael is a graduate of Michigan State University’s Eli Broad College of Business, where he earned a Bachelor of Science degree in Finance.

Manager – OneStream Practice

Brian Harris is a OneStream Manager at AIT Consulting, a WilliamsMarston Company, where he leverages his expertise in corporate performance management, solution architecture, and financial systems to help clients implement, enhance, and optimize the OneStream platform. Brian partners with organizations to design scalable applications, streamline reporting processes, and improve data integration across business functions.

Before joining WilliamsMarston, Brian was with AIT Consulting, acquired by WilliamsMarston in 2025. Prior to joining AIT, Brian held several roles in accounting and enterprise performance management consulting, supporting clients across a range of industries.

Brian is a OneStream Certified Professional (OCP) – Lead Architect R1 and a SAP Certified Application Associate in SAP Analytics Cloud (Planning).

Brian holds both a Master of Business Administration and a Bachelor of Science in Business Administration degree with a concentration in Accounting from Rockhurst University.

Manager – OneStream Practice

Nicole Farmer brings 14 years of experience to WilliamsMarston where she supports clients in modernizing their financial consolidation and reporting environments through scalable OneStream solutions. Nicole partners with clients to translate complex reporting needs into streamlined, technology‑enabled processes.

Before joining WilliamsMarston, Nicole was with AIT Consulting, acquired by WilliamsMarston in 2025. Prior to joining AIT, Nicole spent over a decade at Koch Industries, where she held roles across financial reporting, accounting leadership, and OneStream systems management. At Koch, she partnered closely with global reporting teams to deliver end‑to‑end OneStream support, led platform upgrades, managed cross‑functional transformation initiatives – including AI‑driven financial data experiments – and collaborated on innovative approaches to data collection and reporting.

Nicole holds a Master of Business Administration and a Bachelor of Science in Accounting from Emporia State University.

Manager – Accounting Advisory

Will brings six years of accounting and advisory experience to WilliamsMarston. Previously, he worked for Deloitte LLP and Ernst & Young (EY LLP).

While at Deloitte and EY, Will worked in the audit and transaction advisory practices. During that time, he worked with various Fortune 500 clients, leading engagement teams through acquisitions, divestitures, and SEC Filings. Will’s industry experience includes manufacturing, real estate, and media & entertainment.

Will holds both a bachelor’s and master’s degree in Accounting from the University of Georgia and is a licensed CPA.

Manager – Accounting Advisory

Joe brings nine years of accounting and financial reporting experience to WilliamsMarston. Since joining WilliamsMarston, Joe has assisted clients in the media and entertainment, medical instruments, financial services, life sciences and consumer products industries. He has worked across a variety of complex areas including purchase accounting, revenue recognition, film cost accounting, SEC reporting, and the accounting and reporting for financial instruments including convertible debt and warrants. Joe has assisted clients with cash flow and treasury management, financial modeling and transaction agreement services, as well as supported various clients throughout their IPO and S-4 filing process by assisting in areas such as process improvement, external audit and monthly close. He has also served as an interim revenue manager of a public pharmaceutical company through quarterly SEC filings.

Prior to WilliamsMarston, Joe worked in the Audit practice of KPMG LLP in New York for over two years where his clients included large, global SEC registrants in the financial services and broker-dealer industries. He provided assurance services pertaining to the accounting for complex financial instruments, fair value measurement testing, US GAAP, SEC reporting and Sarbanes-Oxley compliance.

Joe is a Certified Public Accountant in the State of New York and holds a Master of Science in Accounting as well as a Bachelor of Science with a concentration in Accounting from St. John’s University, where he graduated cum laude.

Manager – Accounting Advisory

Vinny brings more than five years of accounting and reporting experience to WilliamsMarston.

Prior to WilliamsMarston, Vinny held various roles of increasing responsibility in Deloitte LLP’s Accounting Advisory and PricewaterhouseCoopers LLP’s Digital Assurance and Transparency practices. While at both Deloitte and PwC, Vinny’s clients included public companies in the consumer products, energy and industrials, technology, media and telecommunications and financial services industries. He provided consulting services pertaining to US GAAP, global statutory to tax compliance, divestitures, and finance transformations.

Vinny is a Certified Public Accountant in the State of Texas and holds a Bachelor of Business Administration in Accounting as well as a Master of Science degree in Management Information Systems from Texas A&M University where he was honored as an Outstanding Professional Program Student of his Professional Program of Accounting’s Group XXVII.

Manager – Accounting Advisory

Michelle brings six years of accounting and financial reporting experience to WilliamsMarston. Since joining WilliamsMarston, Michelle has assisted clients in the biotechnology, consumer products, software and aeronautical engineering industries. She has advised clients on a variety of technical accounting matters including lease accounting under ASC 842, complex revenue arrangements, carve-outs, goodwill, collaborative agreements and consolidation, business combinations, stock-based compensation, audit readiness, SEC reporting, Sarbanes-Oxley Compliance and accounting for complex financial instruments including convertible debt, warrants and preferred stock. Michelle has also served in various interim management roles for both public and private companies in the biotechnology, consumer products and software industries.

Prior to WilliamsMarston, Michelle was an Associate in the Assurance practice at PricewaterhouseCoopers LLP in Hartford, CT where she served both public and private clients in the manufacturing, consumer products and real estate industries. While at PwC, Michelle provided audit and advisory services pertaining to US GAAP, SEC reporting and Sarbanes-Oxley compliance.

Michelle holds a Bachelor of Science degree in Accounting as well as a Bachelor of Science degree in Business Administration with a concentration in Finance from Elon University.

Manager – Tax

Daniella brings seven years of corporate income tax accounting and compliance experience to WilliamsMarston. Prior to joining WilliamsMarston, Daniella worked at Ernst & Young LLP’s Tax Global Compliance & Reporting practice in Cleveland, Ohio. While at EY, Daniella advised clients on income tax compliance, tax accounting, and tax planning matters and served on one of the firm’s largest clients. Daniella’s experience includes advising private and public firms in the manufacturing, healthcare, and life sciences industries on a myriad of topics including tax advice related to acquisitions, restructuring, disclosure requirements, prepared income tax returns, and reviewed and audited annual interim income tax provisions. 

Daniella holds a Bachelor of Science degree in Accounting from The University of Akron.  

Manager – Accounting Advisory

Dustin brings five years of combined public accounting and financial due diligence experience to WilliamsMarston.

Prior to joining WilliamsMarston, Dustin held various roles within FTI Consulting’s Financial Due Diligence practice in Atlanta, GA. While at FTI, Dustin represented buyers, sellers, and lenders across the risk/return spectrum in the media and entertainment, education, and healthcare industries. Prior to FTI, he spent two years at PricewaterhouseCoopers LLP in their Assurance practice. At PwC, he represented private clients in the technology, sports and entertainment, franchise, and pharmaceuticals industries.

Dustin is a Certified Public Accountant in the State of Georgia and holds a Bachelor of Science and Masters degrees in Accountancy from Auburn University.

Manager – Accounting Advisory

Emily brings six years of accounting, financial reporting, and data analytics experience to WilliamsMarston. Since joining WilliamsMarston, Emily has assisted clients on a variety of technical topics, including derivative liabilities, equity financing, and lease accounting from both the lessee and lessor perspectives. Emily has served in an interim role as a lease accountant for embedded finance leases at a public biotech company, where she also assisted with operating leases, various accruals, and revenue recognition.

Prior to joining WilliamsMarston, Emily was a Senior Accountant at RWA Wealth Partners. At RWA she contributed to technical accounting matters including financial statement mapping and disclosures, equity compensation, capitalization of intangibles, and purchase accounting. She also managed the company-wide use of corporate credit cards, standardized and improved process efficiencies in numerous areas, and maintained several account reconciliations during the month-end close.

Prior to RWA, Emily spent four years in the audit practice of EY LLP in Boston, where she advised clients in the manufacturing, medical devices, and software industries on a variety of accounting matters including revenue recognition, process improvements, and SOX 404 implementation. She played a key role in serving a first-year audit client in the medical devices industry, and also implemented data analytics audit tools across numerous accounting areas for various clients.

Emily is a Certified Public Accountant in the Commonwealth of Massachusetts. She holds both a Bachelor of Science in Accountancy and a Bachelor of Arts degree in Spanish from Providence College, where she graduated summa cum laude from the Liberal Arts Honors Program.

Manager – Tax

Xiaolin brings 20 years of tax experience to WilliamsMarston. She supports clients with tax compliance, ASC 740 tax provision, planning and advisory services across banking, financial services and real-estate investment industries. Since joining WilliamsMarston she has focused on federal and state income tax compliance and quarterly/year-end provision work for corporations and partnerships in these sectors.

Prior to WilliamsMarston, Xiaolin served in tax roles at both private corporations and public accounting firms.

She holds a Bachelor of Business Administration in Accounting from the University of Toronto and a Master of Science in Taxation from California State University, Northridge.

Manager – Accounting Advisory

Sarah brings six years of accounting and financial reporting experience to WilliamsMarston. Since joining WilliamsMarston, Sarah has assisted clients in the biotechnology, life sciences, retail, consumer products, and manufacturing industries. She has advised on a variety of technical accounting matters including revenue recognition under ASC 606, lease accounting under ASC 842, stock-based compensation, business combinations, SEC reporting, integrations and FP&A. Sarah has also served in interim management roles for a variety of companies in the biotechnology, pharmaceutical, media and technology industries.

Prior to WilliamsMarston, Sarah was an Assurance Associate in the Assurance practice of PricewaterhouseCoopers LLP in Boston where she served both public and private companies in the technology industry. While at PwC, Sarah provided assurance services pertaining to US GAAP, SEC reporting and Sarbanes-Oxley Compliance.

Sarah is a Certified Public Accountant in the Commonwealth of Massachusetts and holds a Master of Science in Accounting as well as a Bachelor of Science with a concentration in Economics from Boston College.

Manager – Transaction Advisory

Sean joins WilliamsMarston with over seven years of accounting, transaction advisory, and financial due diligence experience. He has advised private equity investors and corporate clients on a wide range of M&A transactions, supporting acquisitions and divestitures through detailed financial analysis and deal execution.

Prior to WilliamsMarston, Sean held roles of increasing responsibility in transaction advisory and financial due diligence practices at RSM and KPMG LLP, where he worked primarily with private equity clients focused in the professional services, technology, and manufacturing industries. His experience includes leading buy-side and sell-side engagements, preparing Quality of Earnings analyses, evaluating working capital and debt-like items, and supporting transaction negotiations. Earlier in his career, Sean began in the Assurance practice at PricewaterhouseCoopers LLP in Boston, serving large asset management clients, and later spent a brief stint in investment banking supporting M&A transactions through financial modeling, valuation analysis, and the preparation of client-facing materials.

Sean is a Certified Public Accountant in the Commonwealth of Massachusetts. He holds a Bachelor of Science in Finance from Providence College and a Master of Science in Accounting and Business Administration from Northeastern University.

Manager – Accounting Advisory

Jack brings five years of accounting and financial reporting experience to WilliamsMarston.​ Since joining WilliamsMarston, Jack has assisted clients in the private equity, retail and distribution industries. Jack has advised clients on a variety of technical accounting matters including debt financing, process improvement and implementation, audit preparedness, revenue recognition and lease accounting under ASC 842.

Prior to WilliamsMarston, Jack was a Senior Associate in the Assurance practice at PricewaterhouseCoopers LLP in Houston where he primarily served clients in the financial services industry. While at PwC, Jack assisted some of the firm’s largest public clients with audit services pertaining to U.S. GAAP, SEC Reporting, S-1 filings, Carve-outs and Sarbanes-Oxley compliance.​

Jack holds a Master of Science degree in Accounting and a Bachelor of Arts degree in Business from Rhodes College. He has successfully completed all four parts of the Certified Public Accounting Exam and is awaiting licensure in the State of Texas.

Manager – OneStream Practice

Jonathan brings 6 years of experience to WilliamsMarston where he leads enterprise consolidation and planning implementations. He specializes in application architecture, workspace development, system integration, product development, and technical support for clients.

Before joining WilliamsMarston, Jonathan was with AIT Consulting, acquired by WilliamsMarston in 2025. Prior to AIT, Jonathan worked as a Senior Consultant at SC&H Group where he supported the implementation of OneStream solutions. Jonathan began his career at EY LLP in assurance.

Jonathan is both a Certified Public Accountant in the State of North Carolina and OneStream Certified Lead Architect. He also possesses the OneStream Certified Specialist (OCS) – Reports and Dashboards certification and is authorized to deploy OneStream Sensible AI Forecasting and Sensible Machine Learning models.

Jonathan holds a Bachelor of Science Degree in Accounting from Liberty University and a Master of Arts in Theological Studies from The Southern Baptist Theological Seminary.

Manager – Accounting Advisory

Parker brings five years of accounting and financial reporting advisory experience to WilliamsMarston. Since joining WilliamsMarston, Parker has advised clients in the entertainment, retail, and clinical research industries on a variety of technical accounting matters including carve-out accounting, mergers and acquisitions, post-merger integration, revenue recognition, and the implementation of new lease standards.

Prior to joining the firm, he was a Senior Associate in the Accounting & Reporting Advisory and Audit practices at Deloitte LLP in Atlanta, where he served both public and private clients across the financial technology (FinTech), cryptocurrency, financial services, and private equity industries. While at Deloitte, he advised on a variety of technical accounting matters, including revenue recognition, lease accounting, purchase price accounting, goodwill impairment, SOX 404B implementation, and ESG reporting. He also led financial and operational control assessments and supported clients with SEC reporting and regulatory compliance.

Parker is a Certified Public Accountant in the State of Georgia and holds a Master of Science in Accounting as well as a Bachelor of Science in Accounting with a minor in Economics from the University of Mississippi.

Manager – Accounting Advisory

Abraham brings five years of accounting and financial reporting experience to WilliamsMarston.

Prior to joining the firm, he was an Assurance Manager in Deloitte LLP’s Audit & Assurance practice. While at Deloitte, Abraham led engagement teams and coordinated fieldwork for both public and private companies across the financial services, manufacturing, technology/SaaS, and oil and gas industries. His experience includes US GAAP, SEC reporting, SOX compliance, revenue recognition, carve-out transactions, and financial statement preparation.

Abraham holds both a Bachelor’s degree in Accounting and a Master of Accounting from Clemson University and is a Certified Public Accountant in the State of North Carolina.

Manager – Tax

Morgan brings five years of tax accounting and compliance experience to WilliamsMarston. Since joining WilliamsMarston, Morgan has focused primarily on federal and state income tax compliance for corporate, partnership and individual clients as well as on the accounting for income taxes under ASC 740, working on quarterly tax provisions and memos for corporate clients. He has provided tax services for clients in the biotechnology, pharmaceuticals, energy and investment industries.

Prior to joining WilliamsMarston, Morgan was a Senior Tax Consultant in the tax practice at Deloitte LLP in New York. While at Deloitte, he provided federal and state tax compliance, as well as other tax consulting services to private equity clients. Morgan also served as a Tax Accountant at NKSFB, LLC where he provided private wealth tax compliance and tax planning services to a range of high-net-worth individuals.

Morgan is a Certified Public Accountant in the State of New York and holds a Bachelor of Science Degree in Accounting from Binghamton University.

Manager – Valuation

Harsha brings more than 4 years of valuations and financial reporting experience to WilliamsMarston. She has deep expertise in valuing complex financial instruments—including stock compensation awards, warrants, contingent considerations in M&A transactions, private company 409A valuations, preferred stock, convertible debt, portfolio debt, as well as Incremental Borrowing Rate analyses.

Before joining WilliamsMarston, Harsha advanced through roles of increasing responsibility in the Quantitative Finance and Economics practice at EY-Parthenon. While at EY-P, she advised both public and private clients with complex security valuations related to equity and debt instruments (ASC 718, ASC 820, ASC 815, ASC 805, and ASC 480) across a range of industries, including Technology, Healthcare, Life Sciences, and Financial Services.

Harsha holds a Master of Science degree in Finance with a major in Financial Mathematics from University of Illinois Urbana-Champaign as well as a Bachelor of Engineering degree in Computer Science from India.

Manager – Accounting Advisory

Grace Ann brings four years of accounting and financial reporting experience to WilliamsMarston. Since joining WilliamsMarston, Grace Ann has advised clients in the life sciences, media and entertainment, digital assets, consumer products, and software-as-a-service industries on a variety of technical accounting matters including revenue recognition under ASC 606, business combinations, convertible debt, debt modifications, preferred stock, stock-based compensation, SEC reporting, and Sarbanes-Oxley compliance.

Prior to joining WilliamsMarston, Grace Ann was a senior associate at Centri Business Consulting where she prepared and managed several public filings per quarter. Prior to Centri, Grace Ann worked at KPMG LLP in the Accounting Advisory Practice in Boston where she assisted clients on IPO Readiness engagements and complex technical accounting topics.

Grace Ann is a Certified Public Accountant in the Commonwealth of Massachusetts. She holds a Bachelor of Science degree in Management from Boston College where she graduated with a concentration in Accounting and a co-concentration in Managing for Social Impact and the Public Good.

Manager – Valuation

Theo brings four years of valuation and financial reporting experience to WilliamsMarston. Since joining WilliamsMarston, Theo has advised clients in the software, biotechnology, healthcare and pharmaceuticals industries. He has advised clients on financial reporting matters including stock-based compensation, portfolio valuations, Monte Carlo simulations, purchase price allocations, as well as tax reporting matters such as 409A and intangible asset valuations.

Prior to joining WilliamsMarston, Theo attended Gonzaga University where he earned his Master of Business Administration and Bachelor of Business Administration with a concentration in Finance. During his time at Gonzaga, Theo learned to value companies using discounted cash flows, growth and cash flow assumptions, as well as goodwill and intangible asset impairment.

Manager – Tax

Mikaila brings six years of corporate income tax accounting and compliance experience to WilliamsMarston. Since joining WilliamsMarston, Mikaila has advised clients in the biotechnology, life sciences, software, manufacturing, and professional services industries on a variety of matters including ASC 740, accounting for income taxes, including the preparation of the corporate income tax provision and the related financial statement disclosures, and income tax compliance. Mikaila has also served as an interim senior tax associate for a global professional services company.

Prior to joining WilliamsMarston, Mikaila was an Associate in the Tax practice at EY LLP in Boston where her clients included public and privately held companies in the life sciences and medical technology industries. While at EY, she provided year-end and interim provision support, as well as federal, state and international compliance services.

Mikaila is a Certified Public Accountant in the Commonwealth of Massachusetts and holds a Master of Science in Taxation degree as well as a Bachelor of Science in Business Administration degree with concentrations in Accounting and Applied Analytics from Bryant University.

Manager – Transaction Advisory

Cole brings four years of accounting and transaction advisory experience to WilliamsMarston, with a specialization in financial due diligence for middle-market transactions.

At RSM, Cole supported strategic acquirers and private equity sponsors in the healthcare and life sciences sectors, leading workstreams across buy-side and sell-side engagements. His experience includes conducting quality of revenue analyses, net working capital analyses and peg development, run-rate and synergy adjustments, and normalized earnings assessments. These analyses informed valuation, deal structuring, and negotiation.

Cole is a Certified Public Accountant in Illinois and holds Bachelor of Science degrees in Accounting and Finance, as well as an MBA, all from Indiana University.

Manager – Accounting Advisory

Sean brings five years of accounting and financial reporting experience to WilliamsMarston.​ Since joining WilliamsMarston, Sean has advised clients on a variety of technical accounting matters including business combinations, revenue recognition, licensing arrangements, SEC reporting and the accounting and reporting for complex financial instruments. He has served in interim accounting roles for public and private companies in the biotechnology industry.

Prior to WilliamsMarston, Sean was a Senior Associate in the audit practice of PricewaterhouseCoopers LLP in Boston, where his clients included both public and private companies in the technology, retail, and aerospace & defense sectors. While at PwC, Sean provided services pertaining to US GAAP, SEC reporting, and Sarbanes-Oxley compliance. He also assisted clients on a variety of technical accounting matters including lease accounting, revenue recognition and stock-based compensation.​

Sean is a Certified Public Accountant in the Commonwealth of Massachusetts and holds a Bachelor of Science degree in Business Administration with a concentration in Accounting from Boston College, where he graduated magna cum laude.

Manager – Advisory

Zach brings five years of accounting and financial reporting experience to WilliamsMarston. Since joining WilliamsMarston, Zach has advised clients in the clients in the biotechnology, life sciences, private equity, real estate, and software industries on a variety of technical accounting matters including business combinations, lease accounting under ASC 842, process improvement and implementation, revenue recognition, and debt and equity instruments.

Prior to joining WilliamsMarston, Zach was a Senior Associate in the audit practice of KPMG LLP in Chicago where he served both public and private real estate and investment management clients.  While at KPMG, Zach provided audit and assurance services pertaining to US GAAP, SEC reporting and Sarbanes-Oxley compliance.

Zach is a Certified Public Accountant in the State of Illinois and holds a Bachelor of Business Administration degree in Accountancy from the University of Notre Dame.

Manager – Tax

Brittany brings seven years of partnership tax experience to WilliamsMarston. Since joining WilliamsMarston, she has advised private equity backed operating companies in the pharmaceutical, professional services, and wealth management industries—focusing primarily on Partnership and S-Corp related consulting and compliance projects.

Prior to WilliamsMarston, Brittany was a Manager on the tax team at Avenue Capital Group, a global investment firm headquartered in New York City, where she assisted in overseeing the internal tax compliance process for hundreds of partnerships and corporations. She began her career at KPMG LLP in the Tax Practice’s Asset Management Group, where she serviced several high-profile clients within the financial services industry.

Brittany is a Certified Public Accountant in the state of New York and completed her undergraduate and graduate studies at Binghamton University. She holds a Bachelor of Science in Accounting, a Bachelor of Arts in Philosophy, Politics and Law, and a Master’s Degree in Accounting with a concentration in Tax.

Manager – Valuation

Josh brings seven years of valuation experience to WilliamsMartson. His valuation expertise includes financial reporting matters including stock-based compensation, complex debt and equity instruments, convertible debt, revenue recognition under ASC 606, contingent consideration, goodwill impairment and tax reporting matters such as 409A valuations.

Prior to WilliamsMarston, Josh was a Senior Associate at Oracle Capital LLC. While at Oracle Capital, Josh assisted numerous clients ranging from early-stage to Fortune 500 public companies with international operations across many industries including life sciences, healthcare, technology, energy, industrial products and media & entertainment.

Josh holds a Bachelor of Arts in Economics, Magna Cum Laude, from the University of Arizona, Eller College of Management.

Manager – Transaction Advisory

Nick brings over nine years of accounting and transaction advisory experience to WilliamsMarston.

Prior to WilliamsMarston, Nick was a Director in the Healthcare Transaction Advisory Services practice at RSM. While at RSM, he led buy-side and sell-side diligence engagements across the healthcare ecosystem. His experience includes quality of revenue assessments, EBITDA normalization, revenue cycle analyses, and net working capital assessments. Nick began his career in the audit practice of KPMG LLP, where he spent three years focused primarily on hospital systems.

Nick holds a Bachelor of Science in Accounting from the University of Delaware.

Manager – OneStream Practice

Campbell brings almost 30 years of technical experience to WilliamsMarston. At WilliamsMarston, he is a technical lead financial systems, solution architecture, and OneStream development. Campbell partners with clients to modernize and optimize their corporate performance management environments through scalable application design, enhanced reporting frameworks, and data‑driven solutions that strengthen financial accuracy and operational insight.

Before joining WilliamsMarston, Campbell was with AIT Consulting, acquired by WilliamsMarston in 2025. Prior to AIT, Campbell held several roles in technology, finance support, and systems administration including managing enterprise applications, supporting consolidated financial processes, and delivering system improvements across diverse operational environments.

Campbell received his Masters from Harding University and is a OneStream Certified Professional (OCP) – Lead Architect R1.

Manager – Tax

Lee brings more than nine years of tax accounting and reporting experience to WilliamsMarston.

Prior to joining WilliamsMarston, Lee was in the tax department at The Goodyear Tire & Rubber Company in Akron, OH for three years. While at Goodyear, Lee’s responsibilities included SEC reporting and US GAAP income tax footnote disclosures, SOX compliance, and coordination with the external audit team. He also oversaw the Canadian tax responsibilities including tax accounting matters, tax compliance, and CRA audit assistance.

Previously, Lee held various roles of increasing responsibility in the tax practice of EY LLP in Cleveland, OH for six years. While at EY, Lee served both public and private companies in the aerospace and defense, advanced manufacturing, energy, and food manufacturing industries, amongst others. Lee has experience with ASC 740 and accounting for income taxes, tax return compliance, internal controls, and advisory services. Lee ultimately oversaw his engagement teams to ensure timeliness and accuracy of related projects.

Lee is a Certified Public Accountant in the state of Ohio and holds a Bachelor of Science, Accounting degree as well as a Master of Accountancy, Tax degree from Southern Illinois University.

Manager – Accounting Advisory

Chloe brings six years of accounting and financial reporting experience to WilliamsMarston. ​Since joining WilliamsMarston, Chloe has assisted clients in the biotechnology, life sciences, and manufacturing industries. She has advised on a variety of technical accounting matters including revenue recognition under ASC 606, lease accounting under ASC 842, stock-based compensation and debt modification accounting. She has also served in an interim role for a private biotechnology company.

Prior to joining WilliamsMarston, Chloe was a Senior Associate in the Trust practice of​ PricewaterhouseCoopers LLP in Boston where she assisted private clients across a variety of industries.​ While at PwC, Chloe provided audit services pertaining to US GAAP compliance. She also assisted clients​ with technical accounting matters, including lease accounting and revenue recognition.​

Chloe is a Certified Public Accountant in the Commonwealth of Massachusetts and holds a Master of​ Accountancy degree, as well as a Bachelor of Science in Commerce & Business Administration with a​ concentration in Accounting from the University of Alabama, where she graduated Magna Cum Laude.

Manager – OneStream Practice

Ashton Sides brings seven years of experience to WilliamsMarston where he specializes in designing, implementing and optimizing OneStream solutions for clients. With a strong foundation in accounting, financial management and corporate performance systems, Ashton partners with clients to deliver scalable architectures, intuitive reporting frameworks and data structures that empower more strategic decision‑making.

Before joining WilliamsMarston, Ashton was with AIT Consulting, acquired by WilliamsMarston in 2025. Prior to AIT, Ashton was an Assurance Associate at PricewaterhouseCoopers LLP in Houston.

Ashton is a Certified Public Accountant in the State of Texas and is a OneStream Certified Professional (OCP) – Lead Architect R1 and OneStream Certified Specialist (OCS) – Reports and Dashboards.

Ashton holds a Master of Financial Management and a Bachelor of Business Administration from Texas A&M University.

Manager – Transaction Advisory

Adam brings eight years of accounting and transaction advisory experience to WilliamsMarston.

Adam began his career at PricewaterhouseCoopers LLP, where he developed a strong foundation in audit before transitioning to the financial due diligence practice at KPMG LLP. More recently, Adam served as a Manager within the RSM Transaction Advisory practice in New York, NY. In his roles within Transaction Advisory, he performed buy-side and sell-side financial due diligence for middle-market private equity and corporate clients, advising on transactions within a broad range of industries with a concentration in consumer products and industrial manufacturing. His extensive experience includes managing deal teams, leading go-to-market initiatives, and providing strategic recommendations for transactions with target purchase prices ranging from $10 million to over $1 billion. Adam is skilled in identifying key financial risks, calculating quality of earnings adjustments, and advising clients on net working capital and debt-like recommendations.

Adam is a Certified Public Accountant in the State of Massachusetts and holds a Bachelor of Business Administration in Accounting from the University of Massachusetts, Amherst, having graduated Magna Cum Laude.

Director – Tax

Justin brings nine years of corporate income tax accounting and compliance experience to WilliamsMarston.

Justin has served a variety of corporate clients in the retail, pharmaceutical, oil & gas, manufacturing and real estate industries ranging from small businesses to Fortune 500 companies. He has advised clients on a variety of income tax matters including the preparation and review of annual and interim income tax provision and the related financial statement disclosures, income tax compliance, and other complex corporate tax matters.

Prior to joining WilliamsMarston, Justin was a Tax Manager in EY LLP’s Global Compliance and Reporting practice in New York. While at EY, he prepared and audited domestic and multi-national income tax provisions, prepared US federal and state income tax returns, and advised clients on a variety of domestic and international corporate tax accounting matters.

Justin is a Certified Public Accountant in the State of New York and holds a Master of Science in Taxation as well as a Bachelor of Business Administration in Accountancy from Baruch College.

Manager – Accounting Advisory

Ed brings five years of progressive accounting, financial reporting, and technical advisory experience to WilliamsMarston. Since joining the firm, he has supported clients across the biotechnology, life sciences, technology, pharmaceuticals, and software/SaaS industries. His work includes advising on a broad range of technical accounting matters, including ASC 606 revenue recognition, consolidations, business combinations, ASC 842 lease accounting, inventory accounting, SOX readiness and compliance, preferred stock arrangements, convertible debt, debt and equity financings, and SEC reporting.

Ed has also served in key interim management roles, including Interim Manager of Global Consolidations for a private pharmaceuticals company and Interim Senior Revenue Accountant for a SaaS company, where he helped stabilize close processes, enhance internal controls, and improve reporting accuracy.

Prior to WilliamsMarston, Ed was a Senior Associate in the audit practice of PricewaterhouseCoopers LLP in Boston. His clients included public and private companies in the technology, retail, and aerospace & defense sectors. While at PwC, he gained significant experience with US GAAP, SEC reporting, Sarbanes-Oxley compliance, and technical areas including lease accounting, revenue recognition, and stock-based compensation.

Ed is a Certified Public Accountant in New Hampshire and holds a Bachelor of Science in Business Administration with a concentration in Accounting from the University of New Hampshire, graduating summa cum laude.

Manager – Tax

Chris brings more than four years of international tax planning and compliance experience to WilliamsMarston.

Prior to WilliamsMarston, Chris held various roles of increasing responsibility in KPMG LLP’s international tax practice in Atlanta. While at KPMG, Chris served both public and private clients across several industries, gaining experience in both inbound and outbound tax planning, Subpart F and GILTI management, foreign tax credits, cross border corporate restructuring, entity rationalization, tax-efficient repatriation, and more.

Chris holds a Bachelor of Business Administration with concentrations in Accounting and International Business and a Master of Accountancy both from the University of Georgia.

Manager – Accounting Advisory

Sam brings nine years of accounting and reporting experience to WilliamsMarston. Since joining WilliamsMarston, Sam has advised both public and private clients in the biotechnology, technology, and engineering industries on a variety of technical accounting issues including revenue recognition, investments, clinical accruals, and debt modification. He has supported clients throughout their external audit and monthly close processes, in addition to providing SOX control enhancement services. He has also advised private-equity backed clients on financial reporting and business process improvement.

Prior to WilliamsMarston, Sam held various roles of increasing responsibility at a private equity backed technology company. Sam’s responsibilities included managing the monthly close process and implementing accounting process improvements. Sam also worked through the analysis and documentation of various technical accounting topics including those related to business combinations, share-based compensation, debt and equity issuances, revenue recognition, and leases.

Prior to working in corporate accounting roles, Sam worked in the Assurance practice at EY LLP for five years and was based out of their Boston office. While at EY, Sam’s clients included both public and private companies in the technology, biotechnology, and oil & gas industries. He provided assurance services pertaining to US GAAP, SEC reporting, IPO Readiness, and Sarbanes-Oxley compliance.

Sam is a Certified Public Accountant in the Commonwealth of Massachusetts and holds a Bachelor of Business Administration degree in Accounting from the Isenberg School of Management at the University of Massachusetts Amherst.

Manager – Tax

Jack brings eight years of corporate income tax accounting and compliance experience to WilliamsMarston. Since joining WilliamsMarston, Jack has advised clients in the life sciences, consumer products and pharmaceutical industries on ASC 740, accounting for income taxes, including the preparation of the corporate income tax provision and the related financial statement disclosures, and income tax compliance.

Prior to WilliamsMarston, Jack was a Senior Tax Analyst in the Tax practice at EY LLP in Boston where his clients included public and privately held companies in the life sciences and medical technology industries. While at EY, Jack provided provision assistance, year-end audit support, research and development credit studies and compliance services.

Jack holds a Bachelor of Science in Business Administration degree with concentrations in Accounting and Marketing from Boston College.

Manager – Tax

Nick brings nearly six years of tax consulting experience to WilliamsMarston. Since joining the firm, he has led M&A tax activities, including due diligence, financial modeling, and the structuring of debt and equity financing. Additionally, Nick collaborates with cross-functional teams to maximize transaction value and enhance governance.

Prior to WilliamsMarston, Nick spent nearly six years at Deloitte LLP, beginning his career in compliance and later spending four years in the M&A tax group. In that role, he advised public and private clients across the real estate, technology, and infrastructure sectors, gaining experience in transaction structuring, tax risk analysis, and supporting tax leadership through complex deals.

Nick is a Certified Public Accountant in the state of New York and holds a Bachelor’s degree in Accounting from Lehigh University.

Manager – Valuation

Pooja brings six years of valuation and financial reporting experience to WilliamsMarston. Since joining WilliamsMarston, Pooja has advised clients in the life sciences, technology and energy industries. Her valuation expertise includes financial reporting matters such as mergers and acquisitions, purchase price allocations, goodwill and intangible asset impairments, lease accounting, stock compensation, as well as tax reporting matters such as 409A and intangible asset valuations.

Prior to WilliamsMarston, Pooja was a Senior Associate at Bay Valuation Advisors, LLC (“BVA”). While at BVA, Pooja advised numerous clients ranging from early-stage venture backed entities to Fortune 100 companies with their complex financial and tax reporting valuation matters including stock-based compensation, company valuations, purchase price allocation, goodwill impairment, option grants pursuant to IRC 409A, initial public offerings, mergers and acquisitions and complex financial instruments including convertible debt, warrants and preferred stock. Prior to BVA, Pooja was an Associate in the Transaction Advisory Services practice of EY LLP in Houston, Texas where she provided audit and advisory services pertaining to US GAAP, IFRS and SEC reporting to a variety of clients in the energy industry.

Pooja holds a Masters degree in Business Administration with a concentration in Finance from University of Houston and a Bachelor’s degree in Electronics and Communication Engineering from Birla Institute of Technology, Mesra, India.

Manager – OneStream Practice

Jacob brings 14 years of financial systems, process excellence, and treasury operations experience to WilliamsMarston. At WilliamsMarston, Jacob specializes in helping clients modernize their consolidation, reporting, and financial systems processes through the OneStream platform. With a holistic understanding of how financial data flows across an organization, Jacob partners with clients to design and refine application structures, streamline data integrations, and deliver efficient, accurate, and scalable reporting environments.

Before joining WilliamsMarston, Jacob was with AIT Consulting, acquired by WilliamsMarston in 2025. Prior to joining AIT, Jacob served as a OneStream Analyst at Koch Industries. Jacob spent nearly a decade at Calumet Specialty Products Partners, where he advanced through roles including Senior Financial Systems Analyst, Process Excellence Manager, and Treasury Analyst.

Jacob holds a OneStream certification in SensibleAI Forecast Foundations.

Jacob holds a Bachelor of Science in Business/Managerial Economics from Ball State University.

Manager – OneStream Practice

Christine brings 8 years of experience to WilliamsMarston where she supports clients in implementing, enhancing, and maintaining OneStream applications that improve financial consolidation, reporting, and operational efficiency. Christine partners with organizations to translate business requirements into effective system configurations, streamline data processes, and deliver reliable, user‑friendly solutions.

Before joining WilliamsMarston, Christine was with AIT Consulting, acquired by WilliamsMarston in 2025. Prior to AIT, Christine held roles in accounting and project management. She is a OneStream Certified Associate (OCA) – Implementation Foundations.

Christine is a graduate of the University of Houston, where she earned her Bachelor of Business Administration in Accounting.

Manager – Healthcare Transaction Advisory

Brad brings more than six years of general accounting, financial reporting, and transaction advisory experience to WilliamsMarston. Since joining WilliamsMarston, Brad has supported clients in the healthcare industry on a myriad of financial due diligence matters.

Prior to WilliamsMarston, Brad was in the Financial Due Diligence practice of VMG Health in Nashville for 3 years. While at VMG, Brad advised on over 50 buy and sell-side transactions across numerous subsectors within the healthcare industry, ranging in size from single-provider practices up to entire health systems. Before VMG, Brad worked in the audit practice of KPMG LLP, where he provided assurance services for both public and private clients across numerous industries, including health sciences, banking, consumer products, and telecommunications.

Brad is a Certified Public Accountant in Tennessee and holds a Bachelor of Science degree Business Administration with a concentration in Accounting from The University of San Francisco where he graduated Summa Cum Laude, and a Masters Degree in Accounting and Data Analytics from The Ohio State University.

Senior Consultant — Valuation

Shadman brings two years of valuation experience to WilliamsMarston. Since joining WilliamsMarston, he has advised clients in the software, biotechnology and financial services industries. Shadman has advised clients on financial reporting matters such ASC 718 and IRC 409A private company valuations and purchase price allocations, including the valuation of intangible assets and goodwill.

Shadman previously was an intern at WilliamsMarston, where he assisted with a variety of valuation matters including purchase price allocations, valuation of intangible assets, acquisition goodwill, impairment testing and fair value measurement of complex financial instruments. Shadman was also previously an investor relations intern at the BAJ Accelerator, where he worked closely with startups, primarily in healthcare, to source venture capital investments.

Shadman holds a Bachelor of Arts in Economics from Bates College, with a minor in mathematics.

Senior Consultant – Accounting Advisory

Jen brings five years of accounting and reporting experience to WilliamsMarston. Since joining WilliamsMarston, Jen has assisted clients in several industries including life sciences, biotechnology, and advertising. Jen has advised clients on a variety of technical accounting matters including SEC reporting, SOX compliance, stock-based compensation, lease accounting and revenue recognition under ASC 606. She also has served as a Revenue Accountant for an advertising/technology company.

Prior to WilliamsMarston, Jen held various roles of increasing responsibility in PwC’s Assurance practice. While at PwC, Jen’s clients mainly included public companies in the insurance industry. She provided assurance services pertaining to US GAAP, SEC reporting and Sarbanes-Oxley compliance.

Jen holds a Bachelor of Science degree in Accounting from the University of Richmond.

Senior Consultant – OneStream Practice

Josi brings 19 years of experience to WilliamsMarston where she helps clients implement and enhance OneStream solutions that improve financial consolidation, reporting, and operational efficiency. She partners closely with clients to identify process gaps, translate requirements into scalable system designs, and deliver high‑quality configurations that strengthen accuracy and accelerate financial workflows.

Before joining WilliamsMarston, Josi was with AIT Consulting, acquired by WilliamsMarston in 2025. Prior to AIT, Josi held several roles in corporate accounting for companies in the energy and manufacturing industries.

Josi is certified in OneStream’s Architecture: Designing an Application.

Josi holds a Bachelor of Business Administration in Accounting from The University of Texas at San Antonio.

Senior Consultant – Accounting Advisory

Ryan brings more than four years of accounting and financial reporting experience to WilliamsMarston.

Prior to joining the firm, Ryan spent four years in the audit practice at PricewaterhouseCoopers LLP in Boston. While at PwC, Ryan served as the lead senior on audits for three private financial services companies and worked with one of the nation’s leading medical malpractice insurers. In this role, Ryan managed engagement teams and oversaw all phases of the audit process, including the review of financial statements. Ryan’s experience spans a range of clients, including property and casualty insurers, insurance brokers, and broker-dealers.

Ryan is a Certified Public Accountant in the Commonwealth of Massachusetts and holds a Bachelor of Science in Business Administration with a concentration in Accounting from The Ohio State University.

Senior Consultant – OneStream Practice

Preston is a Senior Consultant at WilliamsMarston where he specializes in the implementation of OneStream Software for financial consolidation and reporting. He partners closely with clients to design, configure, and deploy tailored OneStream solutions that streamline consolidation processes and enhance financial accuracy. His work focuses on understanding client requirements, translating them into technical system designs, and providing hands‑on support through every phase of implementation.

Preston is a Certified Public Accountant in the State of Texas and a OneStream Certified Associate (OCA) with credentials in Implementation Foundations. 

Present holds a Master of Financial Management degree and a Bachelor of Business Administration in Finance degree from Texas A&M University.

Senior Consultant – OneStream Practice

Cameron is a Senior Consultant at WilliamsMarston where he specializes in the implementation of OneStream Software for financial consolidation and reporting. He partners closely with clients to design, configure, and deploy tailored OneStream solutions that streamline consolidation processes and enhance financial accuracy. His work focuses on understanding client requirements, translating them into technical system designs, and providing hands‑on support through every phase of implementation.

Cameron holds a Bachelor of Business Administration in Finance degree from Texas A&M University.

Senior Consultant – Accounting Advisory

Maddie brings four years of accounting and financial reporting experience to WilliamsMarston. Since joining WilliamsMarston, Maddie has advised clients in the biotechnology, pharmaceutical, and life sciences industries on a variety of technical accounting matters including revenue recognition, business combinations, collaborative arrangements, SEC reporting and the accounting and reporting for complex financial instruments including convertible debt and warrants. She has also served as an interim senior analyst on the revenue team for a private healthcare technology firm.

Prior to WilliamsMarston, Maddie held various roles of increasing responsibility in the audit practice at KPMG LLP Philadelphia. While at KPMG, Maddie’s clients included both public and private companies in the Life Sciences and Consumer and Industrial businesses industries. She provided audit and assurance services pertaining to IFRS and U.S. GAAP standards. She has advanced skills in D&A capabilities, project management, critical thinking, and communication/client experience.

Maddie holds a Bachelor of Science degree in Accounting from Penn State University, as well as a Master of Science degree in Accounting with Data & Analytics from University of Southern California.

Senior Consultant – Transaction Advisory

Nikki brings over five years of accounting and advisory experience to WilliamsMarston.

Prior to WilliamsMarston, Nikki worked in the Asset-Based Lending Due Diligence practice at Hilco Global in NYC for two years. While at Hilco, Nikki executed complex field examinations and collateral analyses for top-tier banks and private equity clients, supporting critical lending and investment decisions for mid-market companies. Her work contributed to the successful evaluation of borrowers across a range of industries, including consumer/retail and manufacturing. Prior to Hilco, Nikki was part of the Deal Advisory and Strategy practice at KPMG LLP in NYC, where she advised clients on transaction readiness, financial due diligence, and strategic planning. She began her career in KPMG’s public accounting practice, where she built a strong technical foundation and developed expertise across multiple sectors such as healthcare, agriculture, and staffing services.

Nikki is a CPA in New York and holds both a Bachelor of Science degree in Accounting with a concentration in Finance as well as a Master of Science degree in Accounting from Binghamton University where she graduated Summa Cum Laude.

Senior Consultant – Accounting Advisory

Abby brings five years of accounting and financial reporting experience to WilliamsMarston. Since joining WilliamsMarston, she has assisted clients in the telecommunications, biotechnology, pharmaceutical, media and insurance industries. She has advised on a variety of technical accounting matters including stock-based compensation, process & controls, SEC reporting and lease accounting under ASC 842. She has also served in an interim management role for a telecommunications company.

Prior to WilliamsMarston, Abby was in the Audit practice of KPMG LLP’s New York City office where she served both public and private clients in the telecommunications, media, and healthcare industries. While at KPMG, Abby provided services pertaining to US GAAP and has experience with expense and purchasing accounting as well as activities surrounding Human Resources.

Abby is a Certified Public Accountant in the State of New York and holds a Bachelor of Science in Business Administration degree from the University of Pittsburgh majoring in Accounting, Supply Chain Management, and Business Information Systems.

Senior Consultant – OneStream Practice

Tyler brings 9 years of financial and system experience to WilliamsMarston. At WilliamsMarston, he supports the implementation of OneStream solutions for clients.

Before joining WilliamsMarston, Tyler was with AIT Consulting, acquired by WilliamsMarston in 2025. Prior to AIT, Tyler was a Lead Consultant at Holland Parker where he supported numerous OneStream implementations.

Tyler is a OneStream Certified Professional (OCP) – Lead Architect R1 and holds OneStream authorizations in SensibleAI Forecast Foundations, Building Dashboards and Writing Financial Calculations..

Tyler holds a Bachelor of Business Administration with concentrations in Finance and Marketing from Grand Valley State University.

Senior Consultant – Transaction Advisory

Connor brings over five years of accounting and reporting experience to WilliamsMarston.

Prior to joining WilliamsMarston, Connor held various roles of increasing responsibility within the assurance practice at CliftonLarsonAllen LLP (CLA), where he served private companies in the construction, real estate, and manufacturing industries. While at CLA, Connor assisted clients with technical accounting and financial reporting matters, including revenue recognition and lease accounting.

Connor is a Certified Public Accountant in the Commonwealth of Massachusetts and holds a Bachelor of Science degree in Accounting and Finance from Bridgewater State University, where he graduated cum laude.

Senior Consultant – Tax

Ronald brings more than two years of M&A tax consulting experience to WilliamsMarston. 

Prior to joining WilliamsMarston, Ronald spent more than two years in the M&A transaction services group at Deloitte Tax LLP.  During his time at Deloitte Tax LLP, Ronald consistently served many of the firm’s largest private equity clients, driving complex structuring and tax due diligence projects, across a variety of industries, including real estate, manufacturing, consumer products, and software, amongst others.

Ronald is a Certified Public Accountant in the state of New York and holds both a Bachelor’s degree in Accounting and Masters degree in Taxation from St. John’s University.

Senior Consultant – Valuation

Mariel brings six years of valuation and financial reporting experience to WilliamsMarston. Since joining WilliamsMarston, Mariel has advised clients in the software, biotechnology, healthcare and pharmaceutical industries. She has advised clients on financial reporting matters such as purchase price allocations, goodwill and intangible asset impairments, lease accounting, stock compensation, as well as tax reporting matters such as 409A and intangible asset valuations.

Prior to WilliamsMarston, Mariel was a Valuation Associate at Intrinsic LLC in Denver. While at Intrinsic, Mariel assisted numerous clients on engagements valuing businesses, equity securities, and intangible assets for a variety of purposes, including financial reporting (ASC 805, ASC 350, and ASC 718), and tax reporting matters such as 409A and gift and estate taxes.

Mariel holds a Bachelor of Science degree in Business Administration with an emphasis in Finance from the Monfort College of Business at the University of Northern Colorado.

Senior Consultant – Tax

Benjamin brings a year and a half of M&A Tax experience to WilliamsMarston.

Prior to WilliamsMarston, Benjamin was in the M&A Tax practice of KPMG LLP in Boston. While at KPMG, Benjamin worked with a number of private and strategic clients on tax due diligence, restructuring, debt modification analysis, and IRC Section 382 studies. Benjamin’s industry experience includes biotechnology, software-as-a-service, telecommunications, and manufacturing, among others.

Benjamin holds a Bachelor of Arts in English from the University of Massachusetts in Boston and a Juris Doctor and LLM in Taxation from Suffolk University Law School.

Senior Consultant – Valuation

Ted brings two years of valuation experience to WilliamsMarston.

Ted previously was an intern at WilliamsMarston, where he assisted with a variety of valuation matters including purchase price allocations, assessing intangible asset values, conducting market research and financial reporting. He advised clients in the biotechnology industry. Ted’s dedication to financial analysis and strategic insights was further demonstrated during his internship at the Grand Sierra Resort in Reno, Nevada. Ted streamlined inventory systems, resolved accounting discrepancies and leveraged advanced analytics to enhance employee and business performance assessments.

Ted holds a Bachelor of Science in Industrial Engineering from Northwestern University.

Senior Consultant – Tax

Mikaela brings two years of experience in M&A tax consulting with a focus on due diligence, structuring, and IRC Section 382 studies, to WilliamsMarston.

Prior to WilliamsMarston, Mikaela was a member of the M&A Tax practice at CFGI, where she was part of the team that established and expanded the firm’s newly formed M&A practice. In this role, she assisted both strategic and private equity clients with the due diligence process, structuring matters, IRC Section 382 studies, and ancillary deal-related projects. Mikaela began her career at Deloitte LLP in the M&A Tax Practice, where she advised a broad range of clients on the tax due diligence process and structuring considerations. Mikaela’s industry experience includes software-as-a-service, healthcare & life sciences, financial services, and professional services.

Mikaela holds a Bachelor of Arts degree in Ecology and Evolutionary Biology from the University of Colorado Boulder and a Juris Doctor, magna cum laude, from the New England School of Law in Boston. She was admitted to the Massachusetts Bar in 2023.

Senior Consultant – OneStream Practice

Mike brings 14 years of project management and financial systems experience to WilliamsMarston. At WilliamsMarston, he specializes in leading OneStream implementations and managing complex financial system transformation projects. Mike helps clients modernize their financial consolidation, reporting, and planning processes through scalable, well‑architected OneStream solutions.

Before joining WilliamsMarston, Michael was with AIT Consulting, acquired by WilliamsMarston in 2025. Prior to AIT, Mike was both a Project Manager, and OneStream Solution Architect at ManTech Digital Transformation Consulting. His experience spans project management, CPM/EPM Implementations, and Agile delivery methodologies.

Mike holds certifications including Project Management Professional (PMP), Certified Scrum Master, and multiple OneStream credentials—including OneStream Architecture: Designing an Application.

Mike is a graduate of Towson University where he received a Bachelor’s of Science in Business and Marketing.

Senior Consultant – Valuation

Josue brings four years of valuation and financial reporting experience to WilliamsMarston. His valuation expertise includes valuation of complex debt and equity instruments, ASC 718 stock-based compensation, IRC 409A, mergers and acquisitions and ASC 606 revenue recognition. Since joining WilliamsMarston, he has advised clients in the software, biotechnology, life sciences and manufacturing industries.

Prior to WilliamsMarston, Josue was an Analyst at Oracle Capital, LLC where he performed valuation services to both publicly-traded and privately-held companies. Prior to Oracle Capital, Josue worked as a Financial Planning Associate for TCI Wealth Advisors where he evaluated investment options, implemented account allocations with respect to client’s investment objectives, and audited and implemented programmatic data validation design and workflows to extract, rationalize and report financial data to the Chief Operating Officer.

Josue holds a Masters of Science in Financial Mathematics from the University of Arizona, as well as a Bachelor of Science in Economics with a minor in Accounting from Daystar University.

Senior Consultant – Accounting Advisory

Will brings four years of accounting and financial reporting experience to WilliamsMarston.

Prior to joining WilliamsMarston, Will held various roles of increasing responsibility in Deloitte LLP’s Audit and Assurance practice and assisted in control implementation and remediation projects in its Accounting and Reporting Advisory practice. While at Deloitte, Will served both private and public clients in the manufacturing, distribution, technology, and financial service industries. He assisted clients with technical accounting and financial reporting matters including IFRS to GAAP conversions, mergers and acquisitions, revenue recognition, intangible asset valuation, and Sarbanes-Oxley compliance.

Will is a Certified Public Accountant in the state of Georgia and holds both a Bachelor of Business Administration degree in accounting and a Master of Accountancy degree from the University of Georgia, where he graduated magna cum laude in both his undergraduate and graduate programs.

Senior Consultant – Accounting Advisory

Nima brings three years of accounting and financial reporting experience to WilliamsMarston.

Prior to WilliamsMarston, Nima held various roles of increasing responsibility in KPMG LLP’s Audit practice. While at KPMG, he served public and private clients in the Retail, Logistics, Software, Real Estate, and Agriculture industries. During his time at KPMG he worked on a variety of technical accounting areas including lease accounting and revenue recognition.

Nima is a Certified Public Accountant in the State of Florida and holds a Bachelor of Science in Accounting and Master of Science in Accounting & Taxation from Florida Gulf Coast University.

Senior Consultant – Accounting Advisory

Taylor brings more than three years of accounting and reporting experience to WilliamsMarston.

Prior to WilliamsMarston, Taylor was a Senior Associate in the audit and assurance practice of PricewaterhouseCoopers LLP in Boston, where her clients included both public and private companies in the biotechnology and life sciences industries. While at PwC, she provided assurance services pertaining to US GAAP, SEC Reporting, Sarbanes-Oxley compliance, and S-1 Filings. She also assisted clients on a variety of technical accounting matters, including discontinued operations, collaboration profit/loss sharing, lease, and stock-based compensation accounting.

Taylor is a Certified Public Accountant in the Commonwealth of Massachusetts and holds a Bachelor of Science degree in Business Administration with a concentration in Accounting from Babson College.

Senior Consultant – Tax

Elizabeth brings more than 4 years of accounting and reporting experience to WilliamsMarston.

Prior to WilliamsMarston, Elizabeth held various roles of increasing responsibility at PricewaterhouseCoopers LLP as well as at software and financial services companies. While at PwC, Elizabeth’s clients included both public and private companies in the software, manufacturing, and utilities industries. She focused on matters such as ASC 740 accounting and reporting, including the preparation of the corporate income tax provision and the related financial statement disclosures, as well as both direct and indirect tax compliance.

Elizabeth is a Certified Public Accountant in the Commonwealth of Massachusetts and holds a Bachelor of Science degree in Accountancy from Bentley University where she graduated Cum Laude, as well as a Master’s degree in Taxation from Bentley University where she graduated Cum Laude.

Senior Consultant – Tax

Jackson brings more than four years of tax accounting and compliance experience to WilliamsMarston. Since joining WilliamsMarston, he has supported a wide range of clients operating across multiple industry sectors, structured as partnerships for tax purposes, each with unique and complex needs. Jackson primarily focuses on tax compliance for a diverse range of clients, including, Administrative Adjustment Request (AARs), preparing quarterly estimated payments and both federal and multistate income tax returns.

Prior to WilliamsMarston, Jackson held various roles of increasing responsibility at Deloitte Tax LLP in New York. While at Deloitte, Jackson’s clients included public companies in the real estate and private equity industries. He also performed detailed analytical procedures relating to partners’ capital activity and assisted with the preparation of client deliverables, including work papers, tax returns, K-1 Investor packages, quarterly estimates, and REIT Testing.

Jackson holds a Bachelor of Accountancy from the University of Mississippi.

Senior Consultant – OneStream Practice

Breana brings 14 years of experience to WilliamsMarston where she advises clients on accounting close processes, consolidations, and financial operations as they modernize and optimize their OneStream environments.

Before joining WilliamsMarston, Breana was with AIT Consulting, acquired by WilliamsMarston in 2025. Prior to joining AIT, Breana was a OneStream Systems Analyst at Koch Industries where she supported platform configuration, troubleshooting, user training, data migration, and reporting for consolidated financial data. Breana began her career in accounting for companies in the manufacturing and beverage industries.

Breana holds both a Bachelor’s degree in Business Administration with a concentration in Accounting and a Master’s degree in Accounting from Kansas State University.

Senior Consultant – Transaction Advisory

Cameron brings three years of accounting and financial reporting experience to WilliamsMarston.

She previously worked in Deloitte LLP’s M&A Advisory group in Boston, where she performed financial due diligence for private equity and corporate clients. She began her career in Deloitte’s New York office as part of a rotation program, completing assignments across M&A, valuation, internal audit, and controllership. Cameron’s industry experience includes technology and financial services.

Cameron is a Certified Public Accountant in the Commonwealth of Massachusetts. She holds a Bachelor of Science degree in Management with a concentration in Accounting from Boston College, where she graduated magna cum laude.

Senior Consultant – OneStream Practice

Aubrey is a Senior Consultant at WilliamsMarston where she specializes in the implementation of OneStream Software for financial consolidation and reporting. She partners closely with clients to design, configure, and deploy tailored OneStream solutions that streamline consolidation processes and enhance financial accuracy. Her work focuses on understanding client requirements, translating them into technical system designs, and providing hands‑on support through every phase of implementation.

Aubrey is a OneStream Certified Associate (OCA) with credentials in Implementation Foundations. 

Aubrey holds a Bachelor of Business Administration in Accounting degree from Texas A&M University.

Senior Consultant – Accounting Advisory

Akshar brings four years of accounting and financial reporting experience to WilliamsMarston. Since joining WilliamsMarston, he has advised clients in the biotechnology, insurance, and farming industries on a variety of technical accounting matters including SEC reporting, revenue recognition, and credit agreements

Prior to joining WilliamsMarston, Akshar was part of the audit practice of Deloitte LLP’s Princeton, NJ office. While at Deloitte, Akshar served on the audit engagement team on one of the firm’s largest financial services client alongside various specialists working on all areas of the audit including reviews of the financial statements. Akshar’s experience includes both public and private clients within the Insurance and Financial Technology industries.

Akshar is a Certified Public Accountant in the State of New Jersey. He holds a Bachelor of Science degree in Accounting and a Master’s in Financial Accountancy from Rutgers University.

Senior Consultant – Accounting Advisory

Joe brings five years of accounting and financial reporting experience to WilliamsMarston. Since joining WilliamsMarston Joe has advised clients in the biotechnology, life sciences, manufacturing and consumer products industries. He has advised clients on a variety of technical accounting matters including revenue recognition, consolidations, business combinations, equity offerings, lease accounting and stock-based compensation. Joe has also served in an interim management role for a biotechnology company.

Prior to WilliamsMarston, Joe spent two years in the audit practice of EY LLP’s Boston office. While at EY, Joe assisted in a variety of field work for both public and private clients, providing assurance services pertaining to US GAAP, SEC reporting and Sarbanes-Oxley compliance for clients in the life sciences, biotechnology, technology and real estate industries.

Joe is a Certified Public Accountant in the Commonwealth of Massachusetts and holds a Bachelor of Business Administration in Accountancy with a minor in Finance Villanova University.

Senior Consultant – OneStream Practice

Sara Ross brings 11 years of experience to WilliamsMarston where she supports clients through the design, implementation, and optimization of OneStream solutions that enhance financial consolidation, reporting, and planning. She works closely with finance teams to understand business requirements, streamline workflows, and deliver solutions that improve data accuracy, accelerate close cycles, and increase organizational visibility.

Before joining WilliamsMarston, Sara was with AIT Consulting, acquired by WilliamsMarston in 2025. Prior to AIT, Sara was a Treasury and Investments accountant at Koch Industries.

Sara is a graduate of the Wichita State University where she earned her Bachelor of Business Administration degree in Finance.