Tag: SEC reporting

Jeff Hummel: Driving Financial Clarity, Operational Excellence, and Strategic Growth Through Disciplined Leadership

I’m excited to share a deeper look into my professional journey as a finance leader with over 30 years of experience across financial services, healthcare, and technology. Throughout my career, I’ve focused on driving transformation, strengthening financial operations, and supporting strategic growth. Here is my biography.

David Kane, CPA: Transforming Financial Complexity into Scalable Growth and Exit Value

I’m excited to share a deeper look into my professional journey as a CFO, board member, and advisor. Over the past 40+ years, I’ve had the opportunity to help companies scale, navigate complex transactions, and prepare for successful exits. I’m now focused on continuing that impact through board service and strategic advisory work. Here is my biography.

Jason Pesile: Strategic Finance Leader in Life Sciences and Nonprofit Stewardship

Jason Pesile is a seasoned finance executive with a strong track record of leadership in the life sciences industry, having held senior roles at multiple biotech companies including Vaxxinity, BeyondSpring Pharmaceuticals, and Progenics Pharmaceuticals. Known for his strategic financial oversight, Jason has led critical initiatives such as SEC reporting, audit and compliance, capital raising, and IPO readiness, while also serving as a key advisor on executive teams and to Boards of Directors. A Certified Public Accountant with degrees from Columbia Business School and The Wharton School, he combines technical expertise with mission-driven purpose, reflected in his volunteer service with Hands In 4 Youth and Scouting America. Jason brings a values-based approach to leadership that integrates operational excellence with long-term organizational impact.

Justin Van Fleet: Transformational Leader in Assurance Services and Strategic Growth

Justin Van Fleet, CPA, is a seasoned assurance leader with over 20 years of experience driving strategic growth, operational excellence, and high-quality client service in public accounting. Known for his ethical leadership and collaborative approach, he has led the expansion of assurance departments, guided companies through complex transactions including IPOs and mergers, and built strong client relationships across diverse industries such as technology, life sciences, and manufacturing. With deep expertise in regulatory compliance, financial reporting, and equity instruments, Justin is a trusted advisor to both public and private companies, bringing a personal, hands-on style that inspires teams and delivers long-term value.

Stephanie Lynn Nghiem, CPA: Accomplished Accounting and Finance Executive

Stephanie Lynn Nghiem is an accomplished accounting and finance executive with over 21 years of experience leading financial operations, reporting, and strategic initiatives across diverse sectors. Currently serving as the Vice President of Finance & Accounting at OneAZ Credit Union, she oversees critical financial functions, including the general ledger system, budgeting, forecasting, and compliance with GAAP. Throughout her career, Stephanie has demonstrated a unique ability to drive operational efficiencies, such as implementing automation and improving financial processes, while mentoring teams and fostering collaboration. Her extensive background includes leadership roles at American Express, where she managed investment proposals and led the implementation of international financial standards. A licensed CPA in both Arizona and Illinois, Stephanie’s expertise and dedication have positioned her as a trusted leader, and she is now seeking opportunities to leverage her experience on boards and advisory committees to drive meaningful impact.

Joe A. Rodriguez: Senior Finance Executive & Strategic Advisor

Joe A. Rodriguez is an accomplished financial executive with over 30 years of experience in finance, accounting, and corporate governance. Throughout his career, Joe has excelled in roles such as CFO, Corporate Controller, and Internal Audit Director, providing leadership in both startup and global organizations. He has a proven track record in driving financial success, including overseeing SEC reporting, IPO readiness, and U.S. GAAP compliance for private equity-backed firms and publicly traded companies. Joe’s extensive expertise spans strategic planning, revenue recognition, lease accounting, risk management, and financial operations management, and he has successfully led international teams across industries such as mining, manufacturing, and technology. Known for his strong character and integrity, Joe fosters a collaborative environment and effectively communicates complex financial insights to executive teams, boards, and stakeholders.