SolomonEdwards is a national professional services firm focused on strategy execution. By providing exceptional people for complex situations, we deliver strategic expertise, apply proven project delivery models, and design custom solutions transitioning our clients’ strategies into reality.
We solve complex situations covering 6 critical business challenges.
What potential sales partnerships and industry alliances should you be planning for in your future?
Focusing on our service areas, we work together to meet the strategy execution and project needs of your business by providing exceptional people for: consulting projects, permanent professional hiring, temporary projects and workforce administration.Learn More
Board Chair With over 35 years of expertise in the finance and accounting professional services industry, Ed is active in the Greater Philadelphia business and philanthropic community.
Chief Executive Officer Scott is a seasoned financial executive having served as a managing partner for several professional services firms over the course of his three-decade career in public accounting and consulting,
Accounting Transformation, CFO Services, SECJim brings over 30 years of experience in accounting, finance, IPO preparation, transaction advisory services, process improvement & reorganizations. Jim is focused on transformation & strategy execution supporting the CFO organization.
Banking & Financial Services, Process Improvement & System IntegrationWith over 25 years of experience in the financial services industry, Michelle is the co-founder of our national Banking practice. She is primarily responsible for overseeing all aspects of project execution and delivery for B&FS engagements.
Technology Solutions, IT Alec has over 20 years of experience in business technology consulting. As CTO, he engages with business executives (CXOs) to transform their organizations through scalable and outcome-oriented solutions.
Accounting & Finance, TransactionsJohn Moerman serves as the Managing Partner of our A&F Advisory/Business Transactions services. He is also responsible for East Region sales.
Business Transformation, Program ManagementJohn is a Business Consulting Principal with a focus on Finance Transformation. With over 20 years of global finance experience, John is an expert in finance transformation, governance, project management and developing solutions that optimize his clients’ operating models.
Business Transformation, Shared Services Based in Houston, Caroline is a Principal overseeing our Shared Services, order-to-cash (OTC), procure-to-pay (P2P) services. She has demonstrated success in overhauling business processes.
Business Transformation, Program ManagementScott is the Director of Strategic Accounts with a focus on Business Transformation and Program Management. He has versatile expertise in sales and delivery of integrated software solutions to enterprise customers.
Accounting & Finance, Business Transformation, EnergyMargaret leads our A&F Transformation services along with serving as the Energy and Manufacturing & Industry Supply vertical lead. She has over 20 years of broad-based experience, consisting of accomplishments within the Big 4, industry and consulting.
Accounting & Finance, SEC Advisory As a Director, John has led numerous engagements in our Philadelphia and TRAS practices. With 20 years of accounting and consulting experience, he focuses on system implementations, business carve-out and spin offs, public company financial reporting, and audit.
Banking & Financial Services, Mortgage Services As Partner of our B&FS Mortgage Practice, Jeff is a recognized subject matter expert in the mortgage industry and has an outstanding track record for leading client engagements in the areas of mortgage originations, servicing, and capital markets.
Human Capital, People & Culture Laura provides strategic and operational leadership for SolomonEdwards’ internal People & Culture capabilities, while also overseeing our Human Capital consulting practice. She brings decades of experience in the fields of human capital, private equity, inclusive capitalism, stakeholder capitalism, and M&A.
Business Transformation, Future of Work As a VP of Business Development, Mitch specializes in Business Transformation with a track record for helping clients prepare for the Future of Work.
Strategic Growth Diane works across marketing, sales, and executive leadership to identify business opportunities and implement initiatives to accelerate the firm’s growth.
Resource Management, Project Management, Business Process OptimizationMargaret has over 25 years of experience as an operations and financial management executive who is skillful at designing strategy and directing multiple initiatives to achieve exceptional results.
Turnaround and Restructuring, Fresh Start AccountingMichael is based in Boston and serves as a TRAS Practice Leader. He has advised client executives, attorneys, and teams through a variety of distressed and non-distressed situations, including some of the largest bankruptcies in U.S. history.
Banking & Financial Services, Business Process Improvement Amanda is a Principal with SolomonEdwards’ Banking & Financial Services Practice. She has over 20 years of diverse financial services experience. Amanda has deep expertise in all areas of risk management including regulatory compliance, internal auditing, FDICIA and Sarbanes-Oxley.
Banking & Financial Services, Business & System Process ImprovementAlonso is a Senior Manager in our B&FS practice. His banking expertise lies in IT audit, application implementation, quality assurance, and database management. He has lately focused on designing automated solutions to improve data management and analytics.
Banking & Financial Services, Mortgage Services Chris has 20+ years of experience in Residential Mortgage Servicing. He focuses on Risk Management & Default Servicing, with extensive experience in Loss Analysis, Portfolio Management, Client Relations, REO, Collections, Loss Mitigation, Bankruptcy, Contract Recovery, Repurchase, Claims and Contract Negotiation.
Governance & Regulatory Compliance, Internal Audit & Controls Frances McNeil is a Senior Manager in SolomonEdwards’ Governance and Regulatory Compliance practice, with over 15 years of internal audit and internal controls experience that spans multiple industries.
Sales, Marketing, AccountingSusan is the Managing Partner of Sales & Marketing and Partner of Central Region Sales. She brings over 25 years of project delivery experience in M&A Integration, Data Solutions, Change Management, Regulatory Compliance, and Program/Project Management.
Government Contracting & ComplianceWith over 17 years of industry experience, Rich serves as Practice Leader of SolomonEdwards' Government Services. He is responsible for identifying opportunities and creating relationships with federal agencies across the country.
Shared Services, Order-to-Cash, Business ConsultingPatricia is a seasoned finance and business professional with over 20 years of experience in leading ambitious business change and complex projects, including managing Shared Services and technical environments for various industry segments in the Financial Services, Energy, and Oil & Gas industries.
Finance, Manufacturing, Private Equity Craig serves as CFO, bringing both industry expertise (Fortune 50 and Private Equity companies) as well as professional services experience at PwC.
Banking, Policy Development, Process Digitization, FinTechCarissa oversees our Banking Digital Solutions, bringing deep industry expertise spanning software development, third-party risk management, bank operations, M&A, compliance and regulatory initiatives. She has spent her career in the highly regulated financial services industry.
Talent AcquisitionAs VP of Talent Acquisition, Heather leads SolomonEdwards’ world-class talent acquisition team. She has over 20 years of experience in the demanding world of recruiting.
Technology EnablementFrank is a Principal in the Technology Enablement practice at SolomonEdwards. He has 30+ years in the banking industry, bringing a strong balance of expertise across all areas of the financial organization.
Salesforce ConsultingHeather is an accomplished project lead with experience across multiple clients. She r is a Salesforce certified professional with 20 years of supply chain, ERP, CRM and process improvement experience.
Salesforce Consulting, Geolocation Services (Healthcare)Jeff has currently found a niche in geolocation services in the Healthcare space within Salesforce and provides clients with technical solutions that are both scalable and accessible.
In uncertain and ever-changing times, the impact of market conditions and regulatory requirements on the business world requires careful planning and strategy execution. See All
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What troubled organization emerging from a Chapter 11 bankruptcy wouldn’t want a “fresh” start? Fresh Start takes pre-planning, insight, organization, and sophisticated project management. The question is: how can finance professionals clear the way to leave behind the old, insolvent company and emerge from the crisis stronger? Fortunately, there are best practices that you and…
Learn how organizations in virtually every industry have found B2B success with SolomonEdwards.
A provider of integrated facility services needed assistance to correct their relationship with their bank and line of credit holder.
A $60B US federal government agency wanted to evaluate a new lease contract management system for its 30,000 active leases.
Our client, a leading global technology company, had deeply invested in executive and internal communications because it genuinely valued the service these disciplines provide, and the role they play in articulating the company’s business priorities and culture.