Financial Consulting Services

David Hooston stands among a select group of seasoned business consulting and accounting experts, highly sought after by firms aiming to achieve optimal practices and superior financial performance. With over 30 years of experience in banking, real estate, and financial consulting, David has honed his expertise in re-engineering financial institutions and their clients. He has played a pivotal role in restructuring operations to not only whether the impacts of major financial cycles but also emerge stronger and more resilient.

As an innovative leader, David combines outstanding analytical and execution skills with effective communication and relationship management abilities. His primary focus is on ensuring that critical business needs are not only identified, but also prioritized and seamlessly executed for ultimate success.

Services

Financial Reporting

  • U.S. GAAP Compliance
  • Reverse Engineering for Best Practices
  • SEC Reporting Compliance
  • Policies and Procedures Review
  • Internal Controls and SOX Compliance
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Strategic Planning and Budgeting

  • Strategic Planning Assistance
  • Budget and Forecast Preparation
  • Cash Flow Planning and Monitoring
  • KPI Identification, Development, and Monitoring
  • Change Management and Duty of Care
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Corporate Governance

  • Financial Reporting and Independent Audit Support
  • COSO Internal Controls
  • SOX 404 Testing / Compliance
  • Board and Stakeholder Meetings Compliance
  • Risk Management and Regulatory Compliance
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M&A Transactions

  • Target Identification
  • Viability Analysis
  • Offer and Acceptance Due Diligence
  • Regulatory Application Supervision
  • Fairness Opinion Guidance
  • Data System and Business Integration Guidance
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Banking Regulations & Risk Management

  • FRB, FDIC, OCC, and State Regulatory Reporting
  • FRB, FDIC, OCC, and State Capital Adequacy Requirements
  • FRB, FDIC, OCC Model Risk Management
  • Asset/Liability Standards Management & Review
  • Investment Portfolio Performance Review and Management
  • CCAR / ICAAP Stress Testing and Capital Planning
  • BHC / FBO Enhanced Prudential Standards
  • Basel III / IV (BCBS) Regulatory Standards Compliance
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Accounting Support

  • US GAAP / IFRS Technical Accounting Standards
  • CECL Accounting Standards
  • Accounting Systems Automation (Cloud-based Technologies)
  • Policies & Procedures - Assessment and Documentation
  • Consolidated Financial Reporting
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With David's wealth of experience and diverse skill set, your firm can be assured of receiving top-tier guidance and support in achieving financial excellence and regulatory compliance.