The Siegfried Group

Marissa Roback, CPA, Associate Director & Team Leader, and Jack Vinovich, Manager & Relationship Team Leader, hosted Siegfried professionals and friends of the Firm at a Savannah Bananas vs. Firefighters game in Chicago. Between choreographed dances and a performance by Chance the Rapper, smiles grew, laughter rose, and connections formed among a decked-out and dialed in Siegfried crew. 

Brian Barrera, MSA, Associate Manager & Relationship Team Leader, invited his mentees and their close connections for a night at the New York Mets! Unwinding from a busy summer and digging into their relationships in the stands, the group scored in Siegfried style, fostering great friendships and fun despite a Mets loss.

At a private global luxury retail and real estate company, Javen deeply experienced generative AI’s value in three ways – technical accounting and GAAP research, drafting memos and white papers, and strategic brainstorming. Learn how Javen leveraged AI to be resourceful, navigate an unfamiliar situation, and drive client success. Read the full story: https://lnkd.in/gWQwt3QC #AIatSiegfried #ArtificialIntelligence #DigitalAgility #AIinAccounting #AIinFinance

Siegfried Houston traded their desks for the lanes at Pinstripes! Catherine Aniche, MBA, Associate Manager & Relationship Team Leader, and Brianna Bolden, CPA, Professional Resource Director, invited their mentees and external guests for some bowling fun, striking a strong balance of relaxation, laughter, and deep connection. “It was the perfect setting to spark conversations that don’t always happen in a conference room, and it really highlighted the Firm's distinctive culture – welcoming, engaging, and genuinely focused on people,” Catherine shared.

💡I just read this great piece from the The Siegfried Group Blog on how our professionals are using AI to elevate client service: 💼https://lnkd.in/egYAZmVh 👨💻From transforming meeting notes into deliverables to streamlining technical accounting, it’s exciting to see how AI is reshaping and enhancing the way we work. 🔓Though I’m just about halfway through the AI for Business & Finance Certificate Program©, provided by Columbia University & Wall Street Prep, I’m already energized by the compelling capabilities and skillsets this course will unlock. The program, sponsored by Siegfried, is expanding my perspective on how AI can drive strategic value in finance and operations - and I’m looking forward to applying these insights in future client engagements.

🚀 The Challenge: A global consumer goods company embarked on a large-scale transformation initiative requiring business unit alignment, ERP system integration, and regulatory compliance on an aggressive timeline. 🌱 The Solution: Siegfried stepped in to assist with financial system integration, report standardization, data validation, process mapping and documentation, user acceptance testing, and training and change management. See Siegfried’s impact: https://lnkd.in/g99R6Vie #ProcessImprovement #ERP #FinancialSystemIntegration #DataValidation #ProcessMapping #UserAcceptanceTesting #ChangeManagement #ClientSuccess #Transformation

Diyone Brown, CPA, Manager & Relationship Team Leader, and Jemila M., Senior Manager & Team Leader, brought learning to the links – inviting their connections for a beginner golf clinic in Atlanta. Between lessons in putting, full-swing, and play, the group created camaraderie that inspired future collaboration opportunities, both on and off the course. “We shared common interests, discussed our goals for the remainder of the year, and deepened our connections with familiar faces and new acquaintances,” reflected Diyone.

Simon Lalancette CPA Auditeur, Manager & Team Leader, and Jessica Robb, Senior Manager & Team Leader, brought their Siegfried Charlotte colleagues together, alongside their accounting and finance networks, for a night of deep conversations and meaningful connections at Wine Loft. “We hosted people from many groups within Siegfried and friends of the Firm – it was amazing to hear about the Siegfried experience from everyone’s different perspectives,” shared Simon.

At a leading AI research and deployment company, Louis transformed his passion for AI into action and results – leveraging the technology for data organization, tracker and file building, technical accounting and financial reporting research, and meeting notes and summarization. Learn how Louis streamlined and increased strategic capabilities in a fast-paced, evolving environment. Read the full story: https://lnkd.in/gWQwt3QC #AIatSiegfried #ArtificialIntelligence #DigitalAgility #AIinAccounting #AIinFinance

A Fortune 500 consumer goods company needed more than just technical accounting to navigate its first major acquisition in years – they needed trusted leaders, strategic clarity, and partners who could seamlessly integrate. 💡 That’s where Siegfried came in. Siegfried professionals stepped in to lead critical workstreams, from SEC reporting and purchase accounting to SAP integration and cross-functional collaboration. Read how Siegfried provided M&A support beyond the balance sheet: https://lnkd.in/gqmGWFJb   #MergersAndAcquisitions #SECReporting #PurchaseAccounting #RiskandControlsAssessment #DataMigration #Collaboration #ClientSuccess #Transformation