SolomonEdwards Acquires 29Bison

Solution Focus: Dash-for-Cash

Dash-for-Cash is our novel approach to Order-to-Cash that frees up working capital by bringing cash in the door and establishing a roadmap for sustainable success.

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SolomonEdwards Announces Leadership Succession Plan

Scott Balestrier has joined the firm as Chief Executive Officer. Ed Baumstein moves to Board Chairman.

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Complex Situations, Solved

Browse through featured case studies

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Strategy Into Action

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.

6 Reasons Companies Turn to Us

We solve complex situations covering 6 critical business challenges.
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Transformation

What are the big trends that will reshape the current business environment?

Mergers & Acquisitions

What are the key risk areas in an M&A transaction?

Growth

What potential sales partnerships and industry alliances should you be planning for in your future?

Regulations & Compliance

How are you identifying and preventing litigation and regulatory risk?

Efficiency & Savings

Where is value created and how do you enhance it within your organization?

Business Risk

Are your employees adequately educated about possible threats?

By the Numbers

30^%

of our public clients are part of Fortune’s Top 10

97^%

of clients would recommend us and use us again for future projects

277

average number of completed projects per year in company history

Client Testimonials

“They take the worry out of project management.”

- CFO, upstream oil & gas industry

“SolomonEdwards brings an ability to quickly respond to our needs and mobilize a team to support us.”

- EVP, servicing & originations firm

“Look forward to using SolomonEdwards for future efforts; very enjoyable family-like experience. Great people!”

- National telecommunications firm

“Hands down, SolomonEdwards is phenomenal. Their thought leadership, driven methodology, and agility have demonstrated value time and again. They’ve become a trusted strategist and an agent of change for our global communications group. They have set a new bar for what I expect from, and in, a consultancy engagement.”

- Executive, large technology enterprise

“We asked SolomonEdwards to build a simple resource planning model. It was so good that our entire organization adopted it as a standard reporting tool.”

- SVP Customer Experience, broker-dealer, investment advisory

“I count on SolomonEdwards consultants to drive important projects across the bank. From strategic analysis to technology, they always do it well.”

- Former Vice Chairman, bank

“SolomonEdwards’ team was able to develop the necessary PMO definition and templates/tools quickly, that same effort would have taken us many months to complete on our own in a part-time manner.”

- Director, virtual technologies firm

“SolomonEdwards brings in-depth knowledge of accounting processes while using a non-intrusive methodology and sensitivity to client disruption. They respect confidentiality, are enjoyable to work with, and have professional staff that blend in easily and efficiently with the client.”

- VP Operations, oil & gas production company

“We used SolomonEdwards for our revenue recognition and order-to-cash projects and found their people to be extremely knowledgeable and responsive. They hit the ground running, worked well with our team, and exceeded our expectations on both projects.”

- SVP, CFP, industrial machinery company

OUR SERVICES

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

Accounting & Finance

Banking & Financial Services

Business Transformation

Governance & Regulatory Compliance

Transaction & Regulatory Advisory

Turnaround & Restructuring Services

Direct Hire

Interim Staffing

Workforce Administration

Exceptional People

Meet Our Experts

Edward Baumstein, CPA

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.

W Scott Balestrier, CPA

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,

Jim Garner, CPA

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.

Candace Caley

Revenue, Business Process ImprovementCandace joined SolomonEdwards in 2007, founding the Houston office, as well as the national Banking & Financial Services practice. She now serves as Chief Revenue Officer.

Michelle Phung

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.

Alec Elmore

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.

John Moerman, CPA

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.

John Burke, CPA, MBA

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.

Caroline Perez

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.

Scott Kamrath

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.

Margaret Stribling, CPA, PMP

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.

John Schroeder, CPA

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.

Jeff Wise

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.

Laura Queen, EdD

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.

Mitch Zenger

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.

Sridhar Kuppa, CPA

Transactional Advisory, Financial Reporting Sridhar is a Director of TRAS with over 15 years of consolidated financial reporting, management reporting, budget planning & analysis, and expertise in US GAAP and IFRS financial reporting.

Diane Hartley

Strategic Growth Diane works across marketing, sales, and executive leadership to identify business opportunities and implement initiatives to accelerate the firm’s growth.

Margaret Wolford

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.

Michael Fleming, CIRA

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.

Amanda Hofstetter

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.

Alonso Lopez

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.

Christopher Scheetz

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.

Frances McNeil, CPA, CIA

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.

Lynn Menard, CPA, CFE

Accounting & Finance, Process Improvement, Outsourced Accounting With over 25 years of combined public accounting and industry experience, Lynn’s background spans a broad range of experience serving both public and private companies in consulting and Controllership roles.

Susan Hicks, CPA

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.

Rich Earnest, MBA

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.

Patricia Slattery

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.

Grant Moyer

Technology, Change ManagementGrant is a director and solution architect for technology selection, implementation & adoption. He has worked across many industries to identify business issues & develop solutions using technologies like Salesforce, SAP & SharePoint.

Craig Jones

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.

Carissa Robb

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.

Heather Michelotti

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.

Sheila Matthews

Permanent Placement, Interim ResourcesSheila serves as Partner of the Permanent Placement and Interim Resources staffing division. She brings over 20 years of staffing experience with a specialty in Accounting & Finance.

Frank Ferriola

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.

Heather Firth

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.

Jeff Rutter

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.

Rob Garber

Human Capital ServicesRob Garber is a Principal in Human Capital Services with more than 20 years of experience across multiple HR disciplines including talent acquisition, employee benefits and HR business partnering.

Brendan McElroy

Human Capital Services Brendan is a seasoned professional with five years of hands-on experience, dedicated to enhancing the strategic value of businesses by aligning their human capital strategies with investment goals.

Our Latest Insights

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Team Culture at Work

7 Foundational Needs to Create Consistent Team Culture in the Future of Work A common thread running through future of work narratives describes how “work” is transforming into something very different from the structures we have seen evolve over the past 100 years. What we do at work has transformed from simple outputs, tasks, and…

How organizations can minimize costs and maximize talent

While the pool of available workers decreased, the cost of labor has increased at an alarming rate. Organizations face a multi-layered problem; they need to find skilled workers to fill vacancies, find room in their budgets to pay them and create a workplace culture that will keep them. This whitepaper highlights those challenges and opportunities…

Fresh-Start Accounting: What You Need to Know Now

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…

OUR LATEST WORK

Learn how organizations in virtually every industry have found B2B success with SolomonEdwards.
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Interim CFO Controller

A provider of integrated facility services needed assistance to correct their relationship with their bank and line of credit holder.

Lease Accounting Implementation

A $60B US federal government agency wanted to evaluate a new lease contract management system for its 30,000 active leases.

Corporate Communications: Executive Communications Model

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.