Overview

Joshua joined CLA in 2007 in the financial institutions group. Josh devotes 100 percent of his time serving financial institutions with varying levels of complexity, with asset sizes ranging from $25 million to over $5 billion. He focuses on certified audits, internal audits, loan file reviews, directors’ examinations, and other consulting services for community banks. 

Joshua also spends a portion of his efforts working with financial institutions in their partnership efforts with financial technology (Fintech) companies.  This includes Fintech companies with a focus on lending, efficiency improvement, and alternative finance sources.

Technical experience

• Business, accounting, and regulatory issues for community banks
• Internal audit of a variety of areas for community banks
• Performing opinion audits of financial statement audits
• Loan file review engagements
• Financial reporting for banks and holding companies
• Risk assessments for financial institutions
• Loan loss reserve analysis
• Mergers and acquisitions

Joshua also contributes to CLA's financial institutions blog.

Education