Jack Stone

Directly assist the Executive Committee in the strategic objectives, vision, mission, and strategic planning of the Firm and provide day-to-day leadership and management that mirrors our mission and core values. Support the Executive Committee in all aspects of Firm governance. Plan, develop, organize, implement, and evaluate Firm’s short-term and long-term fiscal performance. Manage capital planning and expenditures. Oversee functional areas: IT, Human Resources, Growth, Administration, and Accounting. Provide comprehensive financial reporting, analysis, and evaluation. Coordinate Firm commercial insurance programs. Formulate goals and drive results from practice groups, working groups, committees, etc. Represent the Firm with clients, business partners, and CPA community; meet and network regularly with other members of CPA community.

Directed operations, finance and accounting, including strategic planning, risk management, quality control, tax planning and reporting, regulatory compliance, retirement/pension programs, and banking. Continually managed, developed and refined processes and procedures to strengthen accounting infrastructure and optimize the use of technology, including business intelligence (BI) solutions. Managed and developed personnel through effective hiring, training and professional development. Served as a member of the Management Committee and assisted Managing Partner with key financial issues. Developed and implemented interactive executive management dashboard that provided the Management Committee and other users with access to KPIs that are updated multiple times daily. Implemented the firm’s first profitability solution, including interactive attorney dashboard, which provided unprecedented visibility into profitability by office, department, client, matter and attorney. Adopted “hands-on” approach to billing and collections, which resulted in outperforming similar-sized firms across all KPIs, as per feedback from a third-party collections provider. Safeguarded financial assets and assured financial reporting integrity through development and maintenance of systems and internal controls.

Led the Raleigh Office audit practice and concurrently served as audit partner for both private and publicly-held multinational companies, across diverse industries, across life sciences, technology, media, consumer/industrial products, and retail and distribution. Managed staff of 65+ audit professionals and multiple audit teams with 4 – 15 personnel. Developed deep knowledge and expertise in the areas of US GAAP, IFRS, internal controls over financial reporting, and SEC rules and regulations. Successfully managed public company integrated audits that included reporting on internal control effectiveness over financial reporting for multibillion dollar pharmaceutical company and a consumer product company. Tapped to develop recruiting strategies targeting colleges and universities; served as lead recruiting partner.

Steadily progressed through roles of increased responsibility and scope at Deloitte & Touche including: Audit Manager (1991 – 1994) Accountant/Senior Accountant (1985 – 1991)