Fall Accounting Automation Summit

Jake joined FinQuery as the Controller following a distinguished 9-year tenure with Cherry Bekaert. In his role at FinQuery, he collaborates closely with the CFO and the accounting team, spearheading the implementation of best-practice processes and controls. This strategic approach aims to yield tangible results while offering valuable insights into the company’s operations, enabling informed and effective decision-making.

Furthermore, Jake currently serves on committees for the GSCPA’s Young Professional Advisory Board and the GSCPA’s Leadership Council. He maintains an active membership in the American Institute of Certified Public Accountants and is a dedicated member of the UGA Alumni Association.

Taylor Guthrie is an Accounting Manager at FinQuery. Prior to FinQuery, Taylor earned a Bachelor’s degree in accounting from Lynchburg College and then transitioned to a public auditor role at Brown Edwards. As a former audit senior, he assisted in the audits of various entities in various niches. This background includes implementation and maintenance of ASC 842, GASB 87, and GASB 96. Today, Taylor helps FinQuery’s customers understand and implement the new lease standards as well as navigate intricacies of the software.

General Manager SAF-T at Sovos, working within the Strategy organization on Data and AI initiatives for compliance and digital reporting. Professor at Porto Polytechnic (Informatics Engineering), lecturing in Computer Science, Data Structures, Advanced Analytics, and Compilers. Brings 30+ years of experience in information systems optimization, regulatory advisory, ERP implementations, and R&D collaborations. Combines industry leadership with academic expertise, bridging enterprise systems, research, and innovation. Holds a degree in Informatics Engineering and an MBA in Management.

As a Managing Director in Riveron’s Accounting Advisory practice, Keith Ma is a seasoned professional with over 17 years of experience in accounting and finance. Based in Silicon Valley, he specializes in guiding innovative technology companies through the complexities of public offerings, mergers, acquisitions, and U.S. GAAP and SEC compliance.

He has extensive experience with both public and private companies across various sectors, including enterprise software and renewable energy. A trusted partner, Keith manages client relationships, leads engagements, and provides expert guidance on complex financial transactions, such as SPACs, carve-outs, and business combinations.

A graduate of San Jose State University, Keith is committed to ensuring accuracy and compliance for his clients. He enjoys spending his free time hiking and traveling with his family.