JONATHAN SOLSBERY

Accounting and Business Operations Consultant

Tel: 720-545-5994 jonathan@caracookconsulting.com

 

Financial reporting, compliance, and corporate consultant. Experienced in varied company structures and industries including healthcare, not-for-profits, manufacturing, insurance, & financial services.

Metropolitan State University of Denver, MS and BS of Science in Accounting

BACKGROUND

Jonathan Solsbery is a former Director for KPMG providing financial reporting, audit, and advisory services. His focus is on applying simplistic and reliable solutions to complex and unique business operations and transactions. His approach to consulting is hands-on and collaborative with an attention to client experience and efficiency.

INDUSTRY EXPERIENCE

Jonathan Solsbery is a licensed CPA who worked in public audit and advisory practice for over 10 years. His experience includes advising Fortune 500 companies, consulting on IPO’s, acquisitions, and restructurings, and implementing and auditing internal control environments. He spent 4 years in Bermuda focusing on private equity and insurance start-ups. Jonathan also has 13 years of experience in retail management with a focus on process development and loss prevention. 

ENGAGEMENT EXPERIENCE

  • Developed AP and cash management process for spinoff medical supply company. Identified $500k of duplicate payments that were recovered from vendors.

  • Performed purchase accounting and valuation for acquisitions by alarm monitoring company. Reduced total purchase price by over $1m through review of acquiree’s financial records. Identified accounting election to eliminate the need for an external valuation specialist saving acquirer $50k. 

  • Redesigned insurance process as part of global system transformation project. Identified unclaimed recoveries in excess of $20m and implemented new process to maximize recoveries while reducing manual intervention.

  • Developed risk matrix and designed internal controls structure for newly listed construction company. Assisted in implementation of new controls and development of Internal Audit charter and reporting structure.

  • Implemented company-wide POS and inventory management system for large retailer including system design, development of training materials, on-site training, and go-live support.

  • Designed recruiting and onboarding process for accounting firm. Process included collaboration with local colleges and universities, developing improved candidate interview process, enhanced onboarding and training program, and performance and recruitment results tracking. Also developed and hosted technical training sessions for new hires as well as continuing professional education for CPA’s.

  • Development, review, and drafting of authoritative policies and interpretive guidance including anti-money laundering, US GAAP, GAAS, and GAGAS interpretations, and corporate charters and bylaws. 

  • Successful negotiation of contract disputes including performance obligations, earnout clauses, tax receivable agreements, and claw back provisions.

REPRESENTATIVE CLIENTS 

City and County of Denver, Denver Health, AIG