Tyler Patterson
Manager @RSM US LLP
Signup · Get unlimited contacts
WORK HISTORY
Manager @RSM US LLP
Broker-dealer compliance related to 17a-5, 17a-13, 15c3-1, 15c3-3, and FINRA 2231• Technical accounting (ASC 326 (CECL); ASC 606, ASC 820)• Core lending, data warehouse, Enterprise Resource Planning (ERP) and payroll system migrations• Project management activities for external audit & risk advisory engagements, including defining tasks, milestones and deliveries; as well as monitoring progress and project issues• Broker-dealer PFOF revenue recognition and recording• Commercial and industrial, CRE and mortgage lending operations and servicing• CCAR/DFAST and credit risk econometric models, including vendor solutions from Moodys Analytics, ADCO• EBITDA valuation for equity investments held at fair value• Special Purpose Asset Company (SPAC) transaction diligence• Model governance, validation and ongoing model performance monitoring• Sarbanes-Oxley compliance, FDICIA compliance, credit review• Internal control over financial reporting, including designing controls, identifying control gaps and evaluating control effectiveness
EDUCATION
University of Utah - David Eccles School of Business
Master's degree, Accounting
University of Utah
Bachelor of Science (B.S.), Accounting
ABOUT TYLER PATTERSON
Tyler provides financial, internal audit and compliance consultation services to a variety of public financial institutions. Tyler has seven years of experience in corporate accounting and public accounting. Prior to joining RSM, Tyler worked for a Big Four accounting and professional services firm providing external audit services to large commercial bank, broker-dealer and asset management clients. Additionally, prior to professional services, Tyler served in corporate revenue analysis and strategy roles in the logistics industries. Tyler is a CPA, CIA, and CISA. His representative experience includes the following:• Broker-dealer compliance related to 17a-5, 17a-13, 15c3-1, 15c3-3, and FINRA 2231• Technical accounting (ASC 326 (CECL); ASC 606, ASC 820)• Core lending, data warehouse, Enterprise Resource Planning (ERP) and payroll system migrations• Project management activities for external audit & risk advisory engagements, including defining tasks, milestones and deliveries; as well as monitoring progress and project issues• Broker-dealer PFOF revenue recognition and recording• Commercial and industrial, CRE and mortgage lending operations and servicing• CCAR/DFAST and credit risk econometric models, including vendor solutions from Moodys Analytics, ADCO• EBITDA valuation for equity investments held at fair value• Special Purpose Asset Company (SPAC) transaction diligence• Model governance, validation and ongoing model performance monitoring• Sarbanes-Oxley compliance, FDICIA compliance, credit review• System and Organization Controls (SOC) Testing • Internal control over financial reporting, including designing controls, identifying control gaps and evaluating control effectiveness
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.