Financial Institutions
FINANCIAL INSTITUTIONS
Enjoy the Benefits of an Experienced and Trusted Accounting Partner
Rodefer Moss’s experience gives financial institutions an edge in this highly competitive field. Our firm’s broad range of financial institution services is an advantage for you in raising capital, restructuring loans, in mergers and acquisitions, and other financial institution functions, tasks and goals.
From community financial institutions to multi-billion-dollar entities, our skills and resources help you succeed in today’s rapidly changing banking landscape.
THOUGHT LEADERSHIP
Insights
FINANCIAL INSTITUTIONS
Experience
Rodefer Moss’s specialized expertise in assurance, tax, and consulting services provides you with comprehensive solutions that help you navigate the industry’s complexities, and help you take advantage of opportunities.
Our professionals’ deep knowledge and experience is benefiting banks, credit unions, and other financial service providers. We help you identify and mitigate potential risks to ensure the stability and success of your business. In addition to assurance and tax services, we consult on mergers and acquisitions, reorganizations, and other strategic transactions, as well as risk management, regulatory compliance, strategic planning, and operational efficiency assessments.
FINANCIAL INSTITUTIONS
Solutions
Financial Statement Audits
Tax Advisory Services
Integrated Audit of Internal Control and Financial Statements
Credit Compliance and Advisory Services
Loan Regulatory Compliance
Third Party Loan Review
Sarbanes-Oxley Advisory/Implementation
Internal Audit - Outsource for FDICIA, So-X 404 (a), etc.
Employee Benefit Plan Audits
Fairness Opinions for "Rights Offerings" of Shares
Commercial Loan Underwriting - Loan Review & Grading
Purchase Price Allocation Advisory/Valuation Services
CUSO Financial Statement Audits
Outsource Internal Audit Services for NYSE Compliance
XBRL Tagging & Review
Valuation / Advisory Services / Equity-Linked Transactions
PCAOB Audits for Broker Dealers
Audits of Insurers
Audits of Master Agents
FINANCIAL INSTITUTIONS
Team
Rickey Luttrell
Partner / Executive Director of Advisory Services
Holly Barnes
Partner
Jarod Reeves
Partner
Michael Levesque
Executive Vice President of Growth & Development
Rick Swafford
Principal / Director of Advisory Services
Tonya Cherry
Principal
Drew Nelson
Senior Audit Manager
Cliff Sawyer
Senior Audit Manager
Let's Talk
READY TO GET STARTED?
