Overview
Reese is a Manager in CLA’s Financial Services group, serving clients in the community banking and equipment finance industries. He specializes in financial statement audits, integrated audits, and reviews performed in accordance with AICPA and PCAOB standards. Reese also has extensive consulting experience, including CECL validations, ALM validations, and loan file and credit quality reviews. In addition to his audit responsibilities, he serves as Chair of the Financial Services Advisory Committee and helps lead CLA’s national CECL Validation practice.
Technical Skills
- Community Banking
- Equipment Finance Leasing
- Financial Statement Audit
- Audit of Internal Controls Over Financial Reporting (ICOFR)
- Current Expected Credit Loss (CECL) Validation and Consulting
- Financial Statement Preparation
- Loan File and Credit Quality Review
- Asset Liability (ALM), Liquidity and Interest Rate Risk Management
- Renewable energy tax consulting
Education
Reese graduated with a Bachelors Science in Accounting from Wingate University (Wingate, NC)
In the community
American Institute of Certified Public Accountants (AICPA), Minnesota Society of Certified Public Accountants (MNCPA), and Massachusetts Certified Public Accountants (MassCPA).
Notary Public (MA).
Financial Management Socitey Member (MA).