PB Advisors was asked to coordinate and complete a corporate-wide initiative to update the current policies and procedures (Finance Manual) in place at a $2 billion company with 4 divisions across 25 domestic and international locations; the headquarters were based in Chicago, Illinois.
PB Advisors was asked to complete a high-level risk assessment of the control environment of a recently acquired manufacturing plant in Lugoff, South Carolina.
PB Advisors was asked to complete an assessment of the internal audit control environment at several plant locations of a manufacturing company, headquarters located in Canton, Ohio.
PB Advisors was asked to determine areas for process improvement and to strengthen financial controls at a low producing, financially struggling location in Cheltenham, England.
PB Advisors was asked to establish a report that would show key financial information and analyze the trial balance fluctuations of this Cleveland, Ohio company on a monthly basis.
PB Advisors was asked by the Controller of a large privately held manufacturing company to provide an overall assessment of the company’s fraud risk.
PB Advisors was asked by this Cleveland, Ohio manufacturing plant to assist with the report writing for a monthly financial package to be shared with the CEO and CFO. The reports were written within Oracle and were a customized design to show financial data across locations and reporting codes.
PB Advisors was asked to analyze medical expenses for a self insured Solon, Ohio company who had seen large increases in health coverage expenses year over year. Results would help to establish monthly employee deduction related to medical coverage.
As part of an outsourced internal audit team, PB Advisors was asked to assist a large, multi-national privately-held company in the implementation of Continuous Auditing procedures using data analytics.
PB Advisors was asked to read and understand the latest accounting standards issued by the Financial Accounting Standards Board (FASB) and explain how it would affect this Solon, Ohio manufacturing company.
PB Advisors was asked to assist the Project Management Officer of a multi-billion dollar privately-held company in the automotive industry become compliant with Sarbanes-Oxley prior to taking the company public.
PB Advisors was asked to assist the Director of Internal Audit of a multi-billion dollar public company in the leasing industry to coordinate completion of testing efforts related to Sarbanes-Oxley Compliance.
PBC Global was asked by the Director of Internal Audit of a large multi-national publicly traded company to provide an investigation into an identified fraud committed at an international plant location.
PBC Global was asked to analyze the business and financial statements of a potential acquisition in Indianapolis, Indiana.
PBC Global was asked to assist the Director of Internal Audit of a multi-billion dollar public company in the manufacturing industry to coordinate international Sarbanes-Oxley efforts in Cheltenham, England.
