Risk management, transformation support, cyber risk, and third-party risk are all key areas of growth and change within the industry.  Jefferson Wells deploys our experience in finance transformation, business and IT risk, technical accounting, and tax compliance to drive results in this sector.

CASE STUDIES
Sales & Use Tax Recovery Success Story

A long-time financial services client asked Jefferson Wells to perform an independent evaluation of their ERM program.

Bank Reconciliations and Unclaimed Property

Large publicly traded energy company with massive bank reconciliation issues, turned to Jefferson Wells to bring accounts to current status and implement an improved process.

Process Transformation

Highly regulated utility company sought Jefferson Wells’ expertise in evaluating current state and creating future state for key finance and accounting processes.