Kyle is a Managing Director with CFGI providing accounting and consulting services in a variety of industries including software, technology, and manufacturing. Kyle brings over 12 years of experience in assisting his private clients in getting ready to go public. This includes project managing all aspects of the projects needed to comply with SEC requirements. Additionally, Kyle assists his clients with adopting accounting guidance including ASC606.
Kyle’s skills include IPO readiness; SEC reporting; technical accounting; revenue recognition including contract reviews; project management; and carve-out transactions.
Prior to joining CFGI, Kyle was the SEC Reporting and SOX Analyst at Brookline Bank where he was responsible for drafting SEC filings including 10Qs, 10Ks, 8Ks, and S-1 and Press Releases. Additionally, he was responsible for establishing and monitoring internal controls over financial reporting, including process documentation and control testing. Kyle led the implementation of a Governance, Risk and Compliance application for Brookline Bank and was responsible for the due diligence, the customization of the system, user training and user assistance. Before Brookline Bank, Kyle was an Audit Associate in the Financial Services practice at PwC.
Kyle holds a Bachelor of Science in Accounting from Johnson & Wales University and a Master of Science in Accounting from Northeastern University. He is a Certified Public Accountant (CPA) in Massachusetts.
