John W.

Trusted Advisor to C-Suite Accounting and Finance Executives | Complex GAAP, Technical & Transaction Accounting, Financial Reporting | IPO Readiness | Public, Private Equity Backed & High-Growth Companies

Role
Partner at UHY-US
Location
Walnut Creek, CA, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About John W.

I advise C-suite executives for private equity portfolio companies, high-growth public, and private companies on complex GAAP, technical accounting, and financial reporting challenges.With more than two decades of experience in technical accounting, operational advisory, and financial reporting, I help finance leaders resolve complex accounting issues, prepare companies for transactions, and build scalable finance organizations.My work focuses on translating complex accounting guidance into practical, implementation-ready solutions that CFOs and finance teams can execute efficiently and with confidence.Areas of Expertise:• Complex GAAP advisory (ASC 606, ASC 805, ASC 323, ASC 480, ASC 842, ASC 718)• Transaction accounting and purchase accounting• IPO readiness and SEC reporting preparation• Accounting for complex capital structures and equity transactions• Finance function build-outs, audit readiness, and close acceleration• Financial reporting transformation, financial modeling, and forecastingWho I Typically Work With:• CFOs and CAOs of public companies, private equity-backed companies, and venture-backed businesses• Private equity portfolio companies navigating acquisitions, integrations, or operational transitions• High-growth companies preparing for IPOs or strategic transactions• Businesses addressing complex accounting matters or preparing for their first audit• Organizations experiencing rapid growth, restructuring, or finance transformationRepresentative Engagements:• Advising high-growth technology companies on revenue recognition and complex contract structures• Supporting private equity portfolio companies through acquisitions and purchase accounting• Helping companies prepare for IPO readiness and SEC reporting requirements• Resolving complex GAAP issues related to revenue recognition, acquisitions, equity investments, leases, and financial instruments• Assisting companies in building scalable finance and reporting functions during periods of rapid growthApproach:My approach focuses on simplifying complex accounting issues and delivering practical, implementation-ready solutions that enable finance teams to move quickly, reduce risk, and maintain confidence in their financial reporting.Connect:If you\'re a CFO, CAO, or finance leader navigating complex GAAP issues, preparing for a transaction, or scaling your finance organization, feel free to connect.

Experience

  1. Partner

    UHY-US

    Jan 2025 — Present

Education

  • State University of New York at New Paltz

    BS

  • Baruch College, City University of New York (CUNY)

    Finance

  • Golden Gate University

    MBA

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John W. — Partner at UHY-US in Walnut Creek, CA, US | Unifers