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 and Forvis (formerly BKD) providing audit, compliance, and consulting services. His focus is on applying simplistic solutions to complex and unique transactions and operations. His style is hands-on and collaborative with an attention to clear communication and developing lasting relationships.  

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

  • Public and private hospitals compliance and financial statement audits inclusive of operating agreement compliance , performance criteria and metrics, grant proceeds, construction projects, and community outreach initiatives.

  • Federal government compliance and financial statement audits inclusive of identification, evaluation, and recommendations for significant deficiencies identified in internal control, GAO communication and engagement, compliance with FMFIA and OMB circulars, and grant and stewardship oversight.  

  • City and county compliance and financial statement audits inclusive of stewardship, grants compliance and accountability, bonded debt, fiduciary funds, TABOR and budgetary compliance, and pension, health, and benefit trusts.

  • Project manager for global insurance system transformation. Identified unclaimed recoveries in excess of $20m and implemented new processes to maximize recoveries and reduce claim processing time .

  • Design and implementation of expenditure cycle for Fortune 500 medical device supplier. Identified and recovered $500k of duplicated payments.

  • Design and implementation of risk matrix and internal control environment for construction company preparing for IPO. Inclusive of developing Internal Audit charter, annual plan, and reporting structure.

  • 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 

Denver Health and Hospitals Foundation, U.S. Department of the Interior, City and County of Denver, AIG, Zimmer Biomet