MS in Taxation, University of Texas at Arlington
BBA in Marketing, Baylor University
"I really enjoy the entrepreneurial environment and youthful energy that make up our firm culture."
Jay brings over 20 years of combined public and private company auditing and management experience, beginning his career at Ernst & Young, LLP. Jay serves clients on numerous accounting issues involving derivative accounting prescribed by SFAS No. 133 and EITF 00-19, share-based compensation; convertible debt arrangements and earnings per share, among others. Jay serves clients in a variety of industry lines but specializes in oil & gas and biotech.
In addition to his Big 4 experience, Jay has held controllership positions with Worldwide Flight Services, Calpine Corporation and KBR, Inc. As a corporate controller, Jay’s role included SEC compliance, SOX implementation and accounting research, among other day-to-day responsibilities. In addition, Jay oversaw the preparation of KBR’s initial registration statement on Form S-1 and subsequent amendments.
Jay is an active member of the National Investment Banking Association and serves as Chair of the organization's Marketing Committee.
When Jay’s not working, he’s still quite busy with his family, chasing his kids to their sporting and social events and spending time with them at local attractions — the Renaissance Festival and Schlitterbahn are some of his favorites! Jay enjoys traveling abroad and offshore fishing in the Gulf of Mexico.
"Jay’s approach is impressive to say the least."
CEO, Westmountain Asset Group
Credentials and Associations