Overview
Alex started with CLA in 2011. Alex devotes 100 percent of his time serving financial institutions with varying levels of complexity, with asset sizes ranging from $250 million to over $8 billion. He focuses on financial statement audits, internal audits (including SOX and FDICIA implementation) and consulting services for financial institutions.
Technical experience:
- Supervising staff on audits and reviews of financial institutions, tax-exempt organizations, and closely held companies
- Performing SOX and FDICIA engagement testing
- Assisting with FDICIA implementation and compliance
- Performing internal audit services for financial institutions including FDICIA compliance
- Performing SOC engagements of internal controls at service organizations in the financial services industry
- Performing audits of financial institutions and closely held corporations and preparation of financial statements
Education
Illinois Wesleyan University
In the community
- American Institute of Certified Public Accountants
- Wisconsin Institute of CPAs