Swami Venkat
Partner – CFO Advisory – CohnReznick Advisory LLC
Swami Venkat leads the CFO Advisory and CxO Advisory practices, which provide strategic support services to the C-Suite. He has more than 20 years of diverse professional experience across technical accounting, public company reporting, finance optimization and transformation, including automation and modernization of the finance functions, risk and compliance, and internal audit.
Experience and credentials
Certified Public Accountant
Experience includes providing SEC and GAAP advisory services, helping companies prepare for registration/financial statements filings with the SEC, and writing accounting opinions/reviewing 10-Q/10-K data for consistency and completeness with SEC Regulation S-X and S-K requirements
Works with companies in streamlining, automating, and accelerating their financial close processes
Works closely with private equity firms to provide pre- and post-acquisition and integration support that includes current state of accounting assessments and reporting as part of the diligence review, assistance with purchase price accounting related to ASC 805 and IFRS 3, and post-integration support in on-boarding acquisitions and establishing sustainable and scalable finance functions; helps these acquisitions with their financial close and reporting processes
Led numerous advisory projects including finance function assessments, transformation, private or public company transaction readiness, IPOs, de-SPACs, audit readiness, and adoption of new accounting standards
Works closely with the renewable energy, technology, and life science industry leaders in providing CFO advisory services
Diverse industry experience includes technology, life sciences, manufacturing and distribution, renewable energy, and retail operations
Before joining CohnReznick, worked for a Big 4 firm and for two global financial services organizations
Education
Bachelor of Commerce – Sri Sathya Sai Institute of Higher Learning, Bangalore, India
Professional affiliations
American Institute of Certified Public Accountants
New Jersey Society of CPAs
Morris/Sussex Chapter of the New Jersey Society of CPAs – Board Member
Association of Certified Fraud Examiners
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