We highly prefer candidates who bring a solid baseline knowledge of financial instruments and possess direct audit experience within the financial services sector, specifically with banks, fintechs, broker-dealers, REITs, investment management firms, or insurance companies. The group brings a mix of functional experts—including CPAs, CFAs, CROs, CRCMs, FRMs, former regulators, financial modelers, technologists, former bankers, and longtime consultants—to address immediate risks and drive tangible benefits.