Director
“I feel that it is important to build strong relationships with my clients. Knowing their business goals and dreams and helping them to be successful is equally rewarding for me. My knowledge of current and upcoming accounting standards allows me to inform, educate and share creative ideas with my clients in a continually changing landscape. I enjoy being a part of their journey.”
Jay, Director of Assurance Services with MTK, LLC, has over 16 years of experience specializing in audit and accounting, financial reporting, and business advisory services. He also has extensive experience in service, manufacturing, construction, printing, software, and mortgage industries, as well as franchises and not-for-profit organizations.
Core Specializations
- Accounting and Audit Services (SEC and Private Companies)
- Business Plan Review and Development
- Fraud Investigation
- Litigation Support
- Prospective Financial Reporting (i.e. Budgets and Forecasts)
- Cash Flow Planning
- Business Performance Measurement
- Employee Benefit Plan Audits (401(k)s and ESOPS)
- Sarbanes-Oxley Section 404 Documentation, Testing and Consulting
Education
- Bachelor of Arts, Saint Mary’s College in Winona
Professional Affiliations
- American Institute of Certified Public Accountants
- Minnesota Society of Certified Public Accountants
- Association of Certified Fraud Examiners
- Minnesota Association of Public Accountants and Institute of Business Appraisers, Inc.
- Minnesota Society of Public Accountants Ethics Committee
- Management Assistance Program for Non-Profits
Interests and Activities
Jay, along with his wife and two sons reside in Bloomington. Jay has volunteered for the following organizations: Minnesota Valley Humane Society Board of Directors, Multiple Sclerosis Society, Habitat for Humanity, St. Mary’s University, American Cancer Society and Juvenile Diabetes Research Foundation (JDRF). Jay enjoys spending his leisure time with family and friends, as well as golfing, biking, running and traveling in the US and abroad.
