M Squared Consulting, a SolomonEdwards company, is a national professional services firm focused on strategy execution. By providing exceptional people for complex situations, we deliver strategic expertise, apply proven project delivery models, and design custom solutions ― transitioning our clients’ strategies into reality. M Squared brings long-lasting client relationships, and a long-standing focus on program and project management, business process optimization, change management, and communications to the Bay Area.
We solve complex situations covering 6 critical business challenges.
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Focusing on our service areas, we work together to meet the strategy execution and project needs of your business by providing exceptional people for: consulting projects, permanent professional hiring, temporary projects and workforce administration.Learn More
Board Chair With over 35 years of expertise in the finance and accounting professional services industry, Ed is active in the Greater Philadelphia business and philanthropic community.
Chief Executive Officer Scott is a seasoned financial executive having served as a managing partner for several professional services firms over the course of his three-decade career in public accounting and consulting,
CFO ServicesJim brings over 30 years of experience in accounting, finance, IPO preparation, transaction advisory services, process improvement & reorganizations. Lately, he's focused on transformation & strategy execution supporting the CFO organization.
Business Transformation, Program ManagementJohn is a Business Consulting Principal with a focus on Finance Transformation. With over 20 years of global finance experience, John is an expert in finance transformation, governance, project management and developing solutions that optimize his clients’ operating models.
Accounting & Finance, Consulting ServicesJohn Moerman serves as the Managing Partner in our Greater Philadelphia and D.C. practices. In this role, John has overall responsibility for client service, operations, growth and business development.
Business Transformation, Shared Services Based in Houston, Caroline is the National Director of Shared Services with expertise in order-to-cash (OTC), procure-to-pay (P2P) and payroll with demonstrated success in overhauling business processes.
Banking & Financial Services, Process Improvement & System IntegrationWith over 25 years of experience in the financial services industry, Michelle is the co-founder of our national Banking practice. She is primarily responsible for overseeing all aspects of project execution and delivery for B&FS engagements.
Business Transformation, Program ManagementScott is the Director of Strategic Accounts with a focus on Business Transformation and Program Management. He has versatile expertise in sales and delivery of integrated software solutions to enterprise customers.
Transactional Services, SEC & US GAAP AdvisoryBrian Markley leads SolomonEdwards’ national Transaction & Regulatory Advisory Services (TRAS) practice as well as our New York office.
Business Transformation, CommunicationsMaureen is a Principal who works with companies to improve corporate communications for both internal and external stakeholders. As the leader of our Communications Practice, Maureen is responsible for oversight of the national division.
Accounting & Finance, Business Advisory, RestructuringMargaret leads the Business Advisory team for our Central Region along with the National Energy service. She has over 20 years of broad-based experience, consisting of accomplishments within the Big 4, industry and consulting.
Accounting & Finance, SEC Advisory As a Director, John has led numerous engagements in our Philadelphia and TRAS practices. With 20 years of accounting and consulting experience, he focuses on system implementations, business carve-out and spin offs, public company financial reporting, and audit.
Banking & Financial Services, Mortgage Services As Head of the National Mortgage Practice, Jeff is a recognized subject matter expert in the mortgage industry and has an outstanding track record for leading client engagements in the areas of mortgage originations, servicing, and capital markets.
Business Transformation, Future of Work As a VP of Business Development, Mitch specializes in Business Transformation with a track record for helping clients prepare for the Future of Work.
Accounting & Finance, SEC & US GAAP Advisory John serves as a Principal in SolomonEdwards’ Philadelphia office with a focus on our Transaction & Regulatory Advisory practice. He provides technical expertise on US GAAP, IFRS, SEC rules and regulations and internal control matters.
Transactional Advisory, Financial Reporting Sridhar is a Director of TRAS with over 15 years of consolidated financial reporting, management reporting, budget planning & analysis, and expertise in US GAAP and IFRS financial reporting.
Resource Management, Project Management, Business Process OptimizationMargaret has over 25 years of experience as an operations and financial management executive who is skillful at designing strategy and directing multiple initiatives to achieve exceptional results.
Turnaround and Restructuring, Fresh Start AccountingMichael is based in Boston and serves as a Principal in the TRAS practice. He has advised client executives, attorneys, and teams through a variety of distressed and non-distressed situations, including some of the largest bankruptcies in U.S. history.
Banking & Financial Services, Business Process Improvement Amanda is a Principal with SolomonEdwards’ Banking & Financial Services Practice. She has over 20 years of diverse financial services experience. Amanda has deep expertise in all areas of risk management including regulatory compliance, internal auditing, FDICIA and Sarbanes-Oxley.
Banking & Financial Services, Business & System Process ImprovementAlonso is a Senior Manager in our B&FS practice. His banking expertise lies in IT audit, application implementation, quality assurance, and database management. He has lately focused on designing automated solutions to improve data management and analytics.
Banking & Financial Services, Mortgage Services Chris has 20+ years of experience in Residential Mortgage Servicing. He focuses on Risk Management & Default Servicing, with extensive experience in Loss Analysis, Portfolio Management, Client Relations, REO, Collections, Loss Mitigation, Bankruptcy, Contract Recovery, Repurchase, Claims and Contract Negotiation.
Governance & Regulatory Compliance, Internal Audit & Controls Frances McNeil is a Senior Manager in SolomonEdwards’ Governance and Regulatory Compliance practice, with over 15 years of internal audit and internal controls experience that spans multiple industries.
In uncertain and ever-changing times, the impact of market conditions and regulatory requirements on the business world requires careful planning and strategy execution. See All
Learn how organizations in virtually every industry have found business-to-business success with M Squared Consulting, a SolomonEdwards company.