Banking & Capital Markets

  1. Kevin D. Schalk

    Kevin Schalk

    CPA

    Principal

  2. Mark Boettcher

    Mark J. Boettcher

    CPA, CISA, CBCP

    Principal

  3. Ivan Cilik

    Ivan Cilik

    CPA

    Principal

  4. Tanya Thomas

    Tanya M. Thomas

    CPA, CGMA

    Principal

  5. Nirav Badani

    Nirav Badani

    CPA

    Principal

  6. Nikki Bielick

    Nicole E. Bielick

    CPA

    Principal

  7. Baker Tilly Professional

    Adam Bullock

    CPA

    Principal

  8. Joe Donnelly

    Joe Donnelly

    CPA

    Principal

  9. Ashley Ferrell

    Ashley Farrell

    CPA, CFE, CFF

    Director

  10. Matt Nitka

    Matt J. Nitka

    CPA

    Principal

  11. Bridget Quinn

    Bridget Quinn

    CPA

    Principal

  12. John Runte

    John Runte

    Principal

  13. Baker Tilly Professional

    Phil Schmoyer

    CFE, CISA, AES, CSM

    Principal

  14. Christopher J. Tait

    Christopher J. Tait

    MBA, CISA, CCSK, CFSA

    Principal

We will be your guide.

The banking and capital markets industry has always operated in a demanding, often volatile environment. Financial institutions are facing new obstacles every day – fluctuating interest rates, financial crimes, compliance requirements – and need capital markets advisory to help in navigating industry challenges. Our team specializes in all aspects of the financial services industry and has the skills necessary to help banks face these challenges head on. Your business is our business – start your journey now, for tomorrow.

Go beyond boundaries

For years, our clients have relied on Baker Tilly’s independent and objective accounting, tax and advisory services to break down barriers within the financial services industry. By managing capital and liquidity, leveraging new technologies and improving processes, we can help build a better tomorrow for your organization.
  • Internal audit and risk services
  • Digital optimization
  • Strategic tax
  • Specialty finance
  • Technology and cybersecurity
  • Regulatory compliance
  • Business consulting
  • Transaction services

Digital optimization

Specialty finance

  • Accounting for purchased credit impaired loans
  • Securitization due diligence
  • Cash-flow modeling
  • Lease accounting
  • Reg AB and other servicing compliance

Technology and cybersecurity

Regulatory compliance

Advisors meet to discuss a client project at a computer
SERVICE SPOTLIGHT

Value beyond compliance

Like all financial institutions, your organization has no choice but to comply with an endless stream of industry regulations. Baker Tilly assists with combining requirements and services into one effective scope of work – streamlining processes along the way and enhancing value for your company. 

Mitigate risk

Risk often leads to financial loss, which can seriously affect the longevity and success of your organization. Because the financial services industry is so complex and ever-changing, it is important to stay on top of anything that might potentially have a negative impact on your business. By identifying potential risks and performing due diligence you can increase value and stay ahead of the curve.

Go beyond boundaries With Baker Tilly leading the way, there are no limits to what you can achieve. 

© 2024 Baker Tilly US, LLP