About

We believe that we are successful when our clients are successful!

Solving the most complex accounting problems requires the industry's brightest accountants. We are defined by the quality of our people and we only hire the best to ensure that you are successful and that we consistently deliver the highest quality work.

How We Are Different

We are consistently referred to new clients by accounting and finance executives, audit and tax partners, law firms, board members, and nearly all of our clients. Not only do we deliver the highest quality technical accounting services to our clients, but we realize that our industry is highly competitive, and therefore we aggressively seek to expand our client relationships. Our experience shows that if we focus on making our clients successful first, our own success will follow.

As a result of our strict hiring requirements, we only hire former auditors from the Big 4 accounting firms rated in the top 25% and we do not compromise our brand by hiring non-qualified accountants just to staff projects. Our people are our greatest asset and the primary reason that Effectus is one of the fastest growing firms in the industry.

Technical Accounting

Management is expected to provide external auditors with analysis and conclusions on complex accounting issues while external reporting requirements compress the amount of time allowed for research.

Our team has extensive experience in researching, analyzing, and documenting numerous technical matters. Examples of our technical accounting engagements include the following:

  • Adoption of new accounting standards, including ASC 606, Revenue From Contracts With Customers
  • Revenue recognition and contract review
  • Equity issuances and subsequent accounting
  • Goodwill and intangible asset impairment
  • Derivative instrument accounting
  • Complex debt issuances
  • Variable Interest Entities (VIEs)
  • Business combinations
  • Consolidations and foreign currency
  • Fair value accounting
  • Lease accounting
  • Preparation of forms S-1, 10-K, 10-Q, 20-F, 8-K/A, etc,
  • Private company financial statement preparation
  • Audit preparation and management of external audit

Finance and accounting executives engage our technical accounting team to work on the most complex accounting issues which helps companies meet tight reporting deadlines.

IPO Services

By engaging external advisers early in the IPO process, companies can benefit from an objective third party in assessing readiness for life as a public company. This allows management to focus on marketing materials used for the road show and presentations to investment bankers, analysts, and fund managers. Our team has advised on numerous IPOs and typically provides the following services as part of an IPO engagement:

  • Drafting form S-1
    • MD&A
    • F-page financials
    • Key financial metrics
    • Other financial sections
  • Preparation of quarterly financial statements and disclosures
  • Development of an IPO project plan
  • IPO project management
  • SEC comment letter responses
  • Tie-out of S-1 document for audit support
  • Drafting technical accounting memos

Engaging our team will ensure that your accounting and finance team is well prepared and will allow you to issue during a strong market.

M&A Services

Acquisitions can yield significant strategic and financial benefits, however every transaction has risks that must be identified and properly managed. Proper due diligence can help assess the financial and operational health of a target company, be used in challenging valuation assumptions, and can be used to assess risks. Our M&A team has advised many strategic and financial buyers and typically performs the following services as part of our due-diligence engagements:

  • Buy-side due diligence
    • Analysis of historical financial information
    • Value drivers and cash flows
    • Net debt position
    • Adjusted working capital
    • Quality of earnings
    • Liabilities, commitments, and contingencies
    • Related party and discretionary costs, etc.
    • Review of sale and purchase agreements
  • Sell-side due diligence
    • Preparation of carve-out financial statements
    • Review and adjust financial statements and support
    • Preparation of due-diligence support and manage VDR
    • Represent clients in management meetings with buyer
  • Post-sale assistance
    • Pro-forma financial statements for SEC reporting
    • Purchase price accounting
    • Preparation of opening balance sheet
    • Accounting policy alignment and integration

Financial Operations

Reducing time to close is the goal of every accounting and finance executive. Developing an efficient and sustainable close process is important, however companies must balance efficiency with proper systems and internal controls to ensure that risks are properly managed. Our team has significant experience in both financial and operational process improvement. Additionally, our team has worked with numerous companies to implement systems and develop internal controls and remediate deficiencies. Examples of our process improvement and internal control engagements include the following:

  • Process Improvement
    • Development of monthly reporting package and KPIs
    • Financial close process redesign
    • Close process review and reduction in time to close
    • Training employees to reduce errors during close
  • Systems and Information Systems
    • Evaluation and determination of system needs
    • Project management of systems implementation
    • Draft Business Requirement Documents and use cases
  • Internal Controls
    • Internal control design and testing
    • Remediation of material weaknesses and significant deficiencies
    • Risk assessment and key control determination

Mike Montgomery, Managing Partner

Mike Montgomery is the Managing Partner and founder of Effectus Group. Mike is also a lead advisory partner in the firm’s technical accounting and M&A practices. Mike has over 13 years of experience in accounting and started his career in the KPMG Silicon Valley office, working first in the audit practice and eventually in the transaction services practice.  Mike is a Certified Public Accountant and holds an MBA from the U.C. Berkeley Haas School of Business.

Uday Devasper, Partner

Uday is a Partner with over 15 years of accounting, auditing, and project management experience. He is  a leader in the technical accounting practice serving a wide range of companies, from venture-backed start-ups to mature public companies. Uday has a wide range of experience in technical accounting topics including Revenue from Contracts with Customers (ASC Topic 606), Leases (ASC Topic 840 and ASC Topic 842), Equity (ASC Topic 718), Debt (ASC Topic 470) and Business Combinations (ASC 805). In addition to technical accounting, he has experience in SEC Reporting, financial statement preparation, and audit assistance.

Prior to joining Effectus Group, Uday served in various leadership roles, ranging from Senior Manager to Director, in technical accounting departments for Synopsys, Inc. and Echelon Corporation (both public companies) for 3 years. Uday was responsible for leading month end processes for Revenue accounting, leading the SEC reporting process, as well as researching & implementing guidance for various diverse technical topics. Prior to his industry roles, Uday was a Senior Manager at KPMG primarily serving software and semi-conductor companies in addition to experience with venture-backed startups across various industries. Uday is a Certified Public Accountant (inactive) in California and a licensed Chartered Accountant in India. Uday received a Bachelor of Commerce from Mumbai University in India.

Ron Steger, Advisor

Ron is a retired KPMG audit partner, having spent over 37 years with KPMG, and having served a broad array of Fortune 1000 and middle market technology companies. During that time, Ron was appointed as an SEC reviewing partner and reviewed hundreds of SEC filings and participated in multiple multi-billion dollar domestic and international initial public offerings, private equity financed “go private” transactions, and merger transactions.

Ron joined Effectus Group in 2015 and is the lead technical adviser. Ron reviews public company filings and technical accounting memos prepared by Effectus Group engagement teams prior to the teams providing the deliverables to clients. Ron also advises clients on complex business transactions and new accounting standards, including ASC 606, Revenue from Contracts with Customers.

Eric Berg, Director

Eric is a Director with over twelve years of accounting, auditing, and project management experience. He has worked with a wide range of companies, from venture-backed start-ups to mature public companies. Eric has extensive experience with technical accounting, SEC Reporting, financial statement preparation, internal controls over financial reporting, and audit assistance.

Prior to joining Effectus Group, Eric was a Senior Manager at Ernst & Young’s Palo Alto and Redwood City offices, where he worked for nine years, primarily serving Life Science companies (bio-technology, medical device, diagnostics, etc.) in addition to experience with technology companies. Eric is a Certified Public Accountant in California. Eric received a Bachelor of Science in Accounting and Master of Accountancy from Brigham Young University.

Brian Aubuchon, Director

Brian is a Director with extensive revenue recognition experience under both ASC 605 and ASC 606, serving clients in hardware, software, and SAAS industries. Brian also has  experience in managing buy-side acquisition projects and post-acquisition integration project, as well as other technical areas, including software capitalization, lease accounting, and stock compensation expense.

Prior to joining Effectus, Brian worked for five years in the Deloitte’s San Jose office primarily serving software, technology, and telecommunications companies. Brian holds a BS in Accounting from Santa Clara University.

Amar Shah, Director

Amar is a Director with over 12 years of accounting, auditing and project management experience. He has worked on large public accelerated/non accelerated filers including foreign private issuers in the technology space. Amar has experience on non public companies as well and gained experience on technical accounting, SEC Reporting, financial statements review and preparations, internal controls over financial reporting and audit assistance.

Prior to joining Effectus Group, Amar was a senior manager with KPMG – Mumbai India offices and Silicon Valley offices where he worked for nearly 12 years primarily serving technology companies and manufacturing companies. In addition to his work experience Amar is a licensed Chartered Accountant from India and also has a Bachelor of Commerce degree from Mumbai University (India). 

Clinton Sands, Senior Manager

Clinton is a Senior Manager with over 10 years of accounting (focusing primarily on revenue accounting), auditing, operations management (quote to cash and reporting processes), and project management experience. He has worked with a range of private and public companies. While the majority of his experience has been focused on revenue (ASC 605 and 606) and the operations of a quote-to-cash process he also has experience with business combinations (including operational integration), financial system implementations, general technical accounting, SEC reporting, financial reporting and modeling, internal controls, management reporting, and audit assistance.

Clinton started his career in KPMG's Bay Area audit practice and has held industry positions as a Revenue Senior Manager for a public technology company  and Director of Revenue for private equity backed software company.  Clinton holds a degree from Ithaca College. 

Dhvani Desai, Senior Manager

Dhvani Desai is a Senior Manager with over 14 years of experience in auditing and accounting. Before joining Effectus Group’s technical accounting and internal Controls & Process Improvement, practices, Dhvani was a Senior Manager at PwC primarily serving software companies in addition to experience with venture-backed startups across various industries. She started her career in the PwC Mumbai office and later moved to the PwC San Jose office, working in the assurance practice.

Dhvani has experience working under US GAAP and GAAS, IFRS GAAP and GAAS and Indian GAAP and GAAS. Her experience includes technical accounting for significant acquisitions, complex revenue arrangements ASC 606, ASC 605 and ASC 985, stock based compensation ASC 718, complex debt arrangements ASC 470, Goodwill Impairment ASC 350, Intangibles impairment ASC 360, Segment reporting ASC 280, Derivative transactions ASC 815 and Variable Interest Entities arrangements ASC 810. In last few years, Dhvani has experience working on multiple IPO clients in software sector. Dhvani is a Certified Public Accountant (license pending) in the U.S. and a Licensed Chartered Accountant in India.

Keith Ma, Senior Manager

Keith is a Senior Manager with over nine years of accounting, auditing, and project management experience.  He serves a wide range of companies, from venture-backed start-ups to mature public companies. Keith has a wide range of experience in technical accounting topics including Revenue from Contracts with Customers (ASC Topic 606), Leases (ASC Topic 840 and ASC Topic 842), and Equity (ASC Topic 718). In addition to technical accounting, he has experience in business combinations, SEC Reporting, financial statement preparation, internal controls over financial reporting, and audit assistance.

Prior to joining Effectus Group, Keith was a Senior Revenue Accountant at Power Integrations, where he worked for two years. Keith was responsible for stream-lining month end processes, researching & implementing the latest Revenue Guidance (ASC 606), and coordinating both internal audits (Distributor Audits, Internal SOX Audits, etc) and external audits with external auditors. Prior to Power Integrations, Keith was a Senior Auditor at Deloitte & Touche primarily serving Semi-Conductor companies in addition to experience with technology companies and Venture Capital Partnerships. Keith is a Certified Public Accountant in California. Keith received a Bachelor of Science in Accounting from San Jose State University.

Sun Koo, Senior Manager

Sun is a Senior Manager with over five years of accounting, auditing, and financial reporting experience. He has worked with a wide range of companies from small private companies to mature public companies. Sun has experience with technical accounting, software revenue recognition, SEC reporting, and internal controls over financial reporting.

Prior to joining Effectus Group, Sun was a Manager at KPMG Silicon Valley where he worked for more than five years, primarily serving software and technology companies. Sun is a Certified Public Accountant in California and a member of the AICPA. He received a Bachelor of Science in Accounting and Master of Accountancy from Brigham Young University.

Kara Chen, Manager

Kara is a Manager with over five years of experience in financial statement compilation/SEC reporting, audit preparation, and technical accounting areas including revenue recognition and equity-based payments. Kara has worked with public and private companies including start-ups in various industries, but has focused on companies in the technology sectors. Kara is an active Certified Public Accountant in the State of California.

Kara started her career at KPMG, interning first in the Taipei, Taiwan office and then the Silicon Valley office in the Audit practice with a focus on software companies. Kara has a BS in Accounting and Operations & Information Management from Georgetown University.

Jamie Choi, Manager

Jamie is a Manager in the Financial Operations group at Effectus Group. She has over nine years of finance, accounting, auditing, FP&A, project management and management consulting experience in Silicon Valley. She has provided solutions and professional advice to multinational technology companies for their financial organizational needs, financial & operational process enhancement, financial forecasting & modeling, management reporting, BU finance and revenue recognition.

Prior to joining Effectus Group, she was a Manager at PwC Advisory, Management Consulting in the San Jose office, mainly helping Fortune 500 companies in technology sector. Prior to that she worked at Applied Materials in Santa Clara and worked in the business unit finance and corporate FP&A to support the company’s business & operational finance. Jamie also supported the CFO with management reporting, financial analysis and various financial projects while she was in Corporate FP&A. Before joining Applied Materials, Jamie provided financial statement audit services for public and private companies while she was working in Assurance and Business Advisory Service group at PwC San Jose office.   

Mio Aura, Manager

Mio is a Manager with over three years of experience in accounting. He has worked on various projects, such as accounting for business combinations, performing financial due diligence for various buy-side engagements, preparing and reviewing pro forma financial statements, including preparing applicable SEC filings, and accounting for complex financing and equity transactions, such as convertible notes and contingent consideration arrangements.

Prior to joining Effectus Group, Mio worked at Goldman, Sachs, and Co. in New York and Ernst & Young in New York. Mio received a Bachelor of Science in Accounting and a Master of Accountancy from Brigham Young University.

Amelia Balatbat, Manager

Ame is a Manager at Effectus Group and is a member of the American Institute of Certified Public Accountant and the Chartered Accountants Australia and New Zealand with over ten years of accounting, auditing, and business services experience. Ame has extensive experience in SEC Reporting, financial statement preparation, initial public offering, internal controls over financial reporting, audit and technical accounting.

Prior to joining Effectus Group, she was a Senior Associate at PricewaterhouseCoopers, where she worked with a wide range of biotech and semiconductor companies from venture-backed start-ups to mature public companies.

Jessie Sun, Manager

Coming soon!

Bar Mizrahi, Supervising Senior

Bar is a Supervising Senior in Effectus Group’s Technical Accounting practice. Bar has experience in technical accounting including ASC 606 and VIE transactions, as well as SEC Reporting including Public Offering and assisting clients through an audit. Bar has worked with both public and private companies in the Technology and Biotech industries.

Prior to joining Effectus Group, Bar was a Senior at Ernst & Young’s San Jose office serving Technology and Life Science companies.  Bar received a Bachelor of Science in Accounting and Economics from Tel Aviv University (Israel) and worked in Ernst & Young’s Technology hub in Tel Aviv prior to transferring to the Silicon Valley practice.

Jason Tanthum, Supervising Senior

Jason is a Supervising Senior with over four years of prior experience in accounting for software companies, ranging from small start-ups to global public corporations. During his career, Jason has gained experience working with software revenue recognition, business combinations, internal controls over financial reporting, and audit methodology.

Prior to joining Effectus Group, Jason was a Senior Associate at PwC’s San Jose office where he worked for four years with a primary focus on technology companies. He is a Certified Public Accountant licensed in the state of California and a member of the AICPA. Jason graduated from UC Berkeley with a Bachelor’s degree and also obtained his Master of Accountancy from San Jose State University.

Meiling Liu, Supervising Senior

Meiling is a Supervising Senior with four years of accounting and auditing experience. She has had experience working on IPOs and technical accounting engagements, including restatement and restructuring projects.

Prior to joining Effectus Group, Meiling was a Senior Associate at the PwC San Jose office working in the audit practice, where she primarily served the Life Sciences sector. Meiling is a Certified Public Accountant in California and a member of AICPA. She received a Bachelor of Science in Finance and Master of Science in Accountancy from the University of Illinois, Urbana-Champaign.

Na Kyung Kang, Supervising Senior

Na is a Supervising Senior with four years of auditing experience. She has worked with various clients, ranging from venture-backed private to public companies. She has experience with SEC reporting, internal controls over financial reporting, IPO, and carve-out. Na is a Certified Public Accountant in California. Na received a Bachelor of Science in Accounting from University of Southern California.

Prior to joining Effectus Group, Na was a Senior Audit Associate at KPMG’s Silicon Valley office, where she worked for four years, primarily serving technology companies (software, SaaS, and hardware). 

Vaidheeswar Varadha, Senior Associate

VK is a Senior Associate with over four years of auditing and accounting experience. He is proficient in accounting for complex equity transactions, including stock-based compensation for employees and non-employees (ASC 718, ASC 505), preferred stock, warrants (ASC 480, 505), and is experienced operationally with Shareworks. Vk also has sufficient experience with accounting for revenue transactions (ASC 605).

Prior to joining Effectus Group, VK worked at PricewaterhouseCoopers. He has worked on both public and private, small and large multinational companies in various industries, with SOX 404 procedures to ensure clients’ internal controls are designed and operate properly. Further, he brings the experience of working on a Fortune 500 company carve out. VK has a Bachelors of Science in Accounting from San Jose State University.

Melody Appel, Senior Associate

Melody is a Senior Associate at Effectus Group.

Prior to joining Effectus Group, Melody was an Accounting Analyst at a test & measurements company where she worked for four years focusing on internal controls, process and policy documentation, financial statement analysis, and coordinating internal and external audits. Prior to joining industry, Melody was an Auditor at PwC within the San Jose office where she has worked on both public and private companies within the technology industry. Melody is a Certified Public Accountant and has a BS in Accounting from San Jose State University.

Devon Coombs, Senior Associate

Devon is a Senior Associate with over three years of accounting, auditing, project management, and advising experience. Devon has experience in technical accounting, including ASC 606, Stock Based Compensation, and Equity transactions. Devon also has experience in financial statement drafting, audit, and advising financial operations.

Prior to joining the Effectus Group, Devon was an Associate at Deloitte’s Los Angeles office, where he worked for one and a half years, primarily serving emerging growth companies in the technology and consumer business spaces. He also served a variety of large private and public companies, assisting them with audits, public debt offerings, and technical accounting implementation. Devon is a Certified Public Accountant in California and a member of the AICPA. He received a Bachelor of Science in Accountancy and a Bachelor of Science in Honors Business Administration from California State University, Northridge.

Meiloo Chung, Senior Associate

Meiloo is a Senior Associate in Effectus Group’s Technical Accounting practice.

Prior to joining Effectus, she was a Senior Auditor at Ernst & Young’s San Jose office primarily serving Technology companies. Meiloo has experience in assisting companies in SEC reporting, public offerings, and transactional and journal entry testing. Meiloo received a Bachelor of Arts in Economics and Accounting at the University of California, Santa Barbara.

Dominique Lester, Senior Associate

Dominique is an Senior Associate at Effectus Group with experience working on various projects such as IPO transactions, SEC reporting, preparing and reviewing financial statements, and accounting for complex transactions such as contingent consideration arrangements, investments, and stock-based compensation. She also has extensive knowledge of SOX 404 procedures with internal controls over financial reporting.

Prior to joining Effectus Group, Dominique was an Audit and Assurance Senior Assistant at Deloitte & Touche’s San Jose office, primarily serving both private and public companies in the software and technology sector. She holds a Bachelor of Science in Accounting from Santa Clara University and is pursuing her CPA designation.

Megan Erland, Senior Associate

Megan is an Senior Associate with over two years of experience in accounting. During her career, Megan has gained experience working with revenue recognition, stock-based compensation, internal controls over financial reporting, and audit methodology.

Prior to joining Effectus Group, Megan worked at PwC’s San Jose office in the Assurance practice where she primarily focused on Technology and Life Science companies. Megan received a Bachelor of Science in Accounting and a Master of Science in Accounting from Boise State University.

Zarina Bhatia, Senior Associate

Zarina is an Senior Associate with over two years of experience in public accounting. Zarina is a Certified Public Accountant in the state of California. During her career, she has gained experience working with stock-based compensation, operating expenses, accruals, and internal controls over financial reporting, and audit methodology.

Prior to joining Effectus Group, Zarina worked at PwC’s San Jose office in the Assurance practice where she primarily focused on Technology companies. Zarina received a Bachelor of Science in Accounting from Santa Clara University.

Chance Mildenberger, Senior Associate

Chance is an Senior Associate at Effectus Group with prior public accounting experience in both assurance and taxation. He has spent time on both public and private assurance engagements in Cybersecurity, Software, and Internet industries with emphasis in commissions and revenue recognition under ASC 606, audit methodologies and planning, internal controls over financial reporting, and stock-based compensation.

Prior to joining Effectus Group, Chance worked with PricewaterhouseCoopers in the San Jose Assurance practice and their Venture Capital Taxation sector. He earned a Bachelor of Business Administration in Accounting from Boise State University.

Vincent Wong, Senior Associate

Coming soon!

Jahnavi Wala, Associate

Jahnavi is an Associate with over three years of auditing experience in India. She has worked on audit engagements involving a wide range of technology companies.

Prior to joining Effectus Group, Jahnavi was a Staff Accountant at KPMG India’s Mumbai office, where she worked for three & a half years, primarily assisting in-charges & managers on her audit engagements. Jahnavi was pursuing Chartered Accountancy from India and also has a Bachelor of Commerce degree from Mumbai University (India). She plans to continue her education by pursing her CPA in the near future.

Serena Nguyen, Executive Administrative Assistant

Serena is an Executive Administrative Assistant with over three years of administrative experience supporting C-level executives. Her expertise includes, but not limited to, project management, report preparation, travel planning, calendar management, and office administration. In addition to her role, she serves as the Event Manager for the San Francisco and Silicon Valley chapters of the CFO Leadership Council.

Prior to joining Effectus Group, Serena was an Executive Assistant to the CEO at a semiconductor company, where she worked alongside with human resources to provide efficient interviewing and onboarding processes. She also has experience in the banking industry supporting managers in sales and operations. Serena has a Bachelor of Arts degree in Global Studies at the University of California, Santa Barbara and plans to continue her education by pursuing her MBA in the near future. 

Matt Svetich, Director

Matt is a Director in Effectus Group’s technical accounting and IPO practices and has over 20 years of experience in accounting, including 10 years at KPMG. Matt has worked with all types of companies from start-ups to large public companies valued at over $10 billion.

Prior to joining Effectus, Matt was one of the managing partners of a successful international accounting firm focused on cross-border transactions. He is a Certified Public Accountant in California and holds a master's degree in Accounting and a dual bachelor degree in Economics and Business Administration.

Aric Johnstone, Senior Manager

Aric is a Senior Manager with over nine years of accounting and auditing experience. He has worked with companies across various industries and ranging in size from pre-IPO to large, multi-national businesses. Aric has extensive experience with various technical accounting topics, SEC and IFRS reporting frameworks, and internal control over financial reporting.

Prior to joining Effectus Group, Aric began his career in EY’s Bay Area Offices working primarily on Technology and Media & Entertainment clients. In 2015, he moved to EY’s Global Headquarters in London, England as part of the firm’s Global Exchange Program, where he led some of the firm’s largest assurance accounts and projects. At the conclusion of the program, he joined EY Brisbane, Australia where he worked primarily with Mining & Metals clients, before relocating back to the United States in the Spring of 2018. Aric is a Certified Public Accountant in California and an IFRS Chartered Accountant in Australia and New Zealand. He received a Bachelor of Science in Accounting from Brigham Young University and a Master of Accountancy from the University of Utah.

Shannon Buckley, Manager

Shannon is a Manager with over five years of accounting, auditing, and project management experience. She has worked with a wide range of companies, from small private companies to mature public companies. Shannon has extensive experience with technical accounting, SEC reporting, internal controls over financial reporting, and audit assistance.

Prior to joining Effectus Group, Shannon was a Senior Revenue Analyst at Illumina, where she worked for over two years. Shannon was responsible for reviewing contracts for risk implications, researching & implementing the latest Revenue Guidance (ASC 606), and coordinating external audits with external auditors. Prior to Illumina, Shannon was a Senior Auditor at Ernst & Young’s San Diego office, where she worked for four years, primarily serving in the Life Science, Software, and Defense industries. Shannon is a Certified Public Accountant in California and a member of the AICPA.  Shannon received a Bachelor of Science in Accounting and Economics from the University of California, Santa Barbara.

Kim Pham, Senior Associate

Kim is a Senior Associate in Effectus Group’s Technical Accounting practice in the San Francisco office. Kim has over four years of experience in various areas, such as technical accounting, operational accounting, and SEC reporting.

Kim started her career at KPMG Silicon Valley then worked for Deloitte Advisory, Levi Strauss & Co., Hitachi Data Systems, and most recently, Chariot Transit, Inc. She received her bachelor’s degree in Business Administration with an emphasis on Accounting & Information Systems from San Jose State University.

Mary Kriege, Senior Associate

Coming soon!

Mila Pavlova, Senior Associate

Coming soon!

News & Insights

Complex global markets and rapidly changing business models lead to uncertainty and confusion. We ask better questions and challenge responses which helps us to provide more thoughtful insight to our clients. Through our insights, we provide corporate executives, senior management, board members, and other stakeholders with knowledge they can use to make informed decisions.

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Careers

Our goal for each employee is to develop you as a consultant and a trusted advisor to top companies while not requiring you to sacrifice your personal life. We are currently looking for qualified candidates for the following positions:

Manager

Our managers play a critical role on our consulting engagements and interface with accounting and finance executives on key projects. Working for Effectus Group you will quickly begin working with management teams of some of the most high profile companies in the world. In your role at Effectus Group, you will be managing a team of senior associates and associates on projects related to:

  • Leading IPO engagements and providing guidance to clients throughout the IPO
  • Reviewing staff prepared S-1, 10-K, 10-Q, and other public company filings
  • Working and assisting on IPO engagements and working with clients throughout the IPO
  • Preparing S-1, 10-K, 10-Q, and other public company filings
  • Preparing private company financial statements
  • Drafting technical memos and accounting policies
  • Implementation of revenue guidance
  • Assisting clients through the audit process and preparing audit support
  • Conducting financial due diligence for strategic buyers or financial sponsors
  • Carving-out financial statement preparation
  • Purchasing price accounting for business combinations
  • Preparing Post-merger opening balance sheet preparation

If you are a high performer and have experience with the above areas, then you have what it takes to be a member of our rapidly growing team. The minimum requirement for this position is a bachelor's degree in Accounting and Finance or a related field, and most candidates that apply with Effectus Group have a CPA license and have a background in the audit or accounting advisory practice of one of the Big-4 accounting firms. This background is important as it will allow you be effective in managing engagements and team members. We work closely with software, hardware and biotech clients, so experience dealing with accounting issues in the technology industry is also important.

Senior Associate

Our senior associates are responsible for supervising our consulting engagements and interfacing with clients on key projects. Unlike most firms, you will have a chance to work on a variety of projects such as:

  • Drafting S-1, 10-K, 10-Q, and other public company filings
  • Drafting private company financial statements
  • Drafting technical accounting memos and accounting policies
  • Implementation of revenue recognition guidance (ASC 606)
  • Managing a client's audit process and preparing audit support
  • Financial due diligence for strategic buyers or financial sponsors
  • Carve-out financial statement preparation
  • Purchase price accounting for business combinations
  • Post-merger opening balance sheet preparation

The minimum requirement for this position is a bachelor's degree in Accounting and Finance or a related field, and most candidates that apply with Effectus Group have a CPA license and have a background in the audit or accounting advisory practice of one of the Big-4 accounting firms. We work closely with software, hardware and biotech clients, so experience dealing with any of these industries is a plus.

Send your resume to careers@effectusgroup.com

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Contact

San Jose

1735 Technology Dr., Suite 820
San Jose, CA 95110

Phone: 408-850-9707

San Francisco

71 Stevenson St., Suite 1425
San Francisco, CA 94105

Phone: 415-781-5000

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