Finance and accounting operations
10 IPO audit readiness experts
These ten controllers, accounting executives and audit leaders have worked on getting companies ready for an IPO or public listing, from S-1 filings to SOX controls. A reader can learn from them what auditors and regulators expect before a listing and which reporting and control gaps take longest to close.
Professionals to explore
01—10Alan M. Maran
LinkedInExperience: Chief Audit Executive (Head of Internal Audit) · Chewy
Former Chief Audit Executive (Head of Internal Audit) at Chewy (2019–2026), where his profile says he led the audit team through the IPO and SOX readiness phase and then built an AI-native audit function. He has been VP, Chief Audit Executive at Entegris since May 2026, and he was Director of Internal Audit at TradeStation (2017–2019) and Senior Manager, Global Corporate Compliance & SOX at Citrix (2015–2017).
Branden Steinberg, CPA
LinkedInExperience: Director, Technical Accounting and Financial Reporting · Akoya Biosciences, Inc.
Former Director, Technical Accounting and Financial Reporting at Akoya Biosciences, Inc. (2020–2021) and Senior Director, Controller there (2022–2025); he has been Senior Director, Corporate Controller at Rapid Micro Biosystems since December 2025. His profile says he was finance lead on the AKYA IPO in April 2021, working with auditors, lawyers and valuation specialists, leading the SEC comment letter process and playing a key role in S-1 drafting, pro formas and the comfort letter process.
Edith Nahapetyan
LinkedInExperience: Director, SEC SOX Technical Accounting · Twilio
Director, SEC SOX Technical Accounting at Twilio (2015–2017), a role whose profile entry lists the IPO, a follow-on offering and first-year SOX 404 implementation. She has since held the titles Senior Director, SEC Compliance Technical Accounting (from 2017) and Vice President, SEC and Technical Accounting (from 2021) at Twilio, and she was Controller, SEC and Technical Accounting at Trulia (2013–2015).
Edmundo Miranda, CPA
LinkedInExperience: Senior Vice President, Chief Accounting Officer (CAO) · Infios
Former Senior Vice President, Chief Accounting Officer (CAO) at Infios (2025), where his profile says he led IPO readiness, US GAAP conversion and controllership modernization. He was also SVP Chief Accounting Officer (2017–2024) and EVP & Chief Accounting Officer (2024) at Cyxtera (now Csquare), and Chief Accounting Officer (CAO) at Edged (2024–2025).
Julie Bonner
LinkedInExperience: VP Finance, Controller System Implementations Consolidations SOX IPO Readiness PCAOB Audit · Cognoa
Her Cognoa role (2020–2023) is listed as VP Finance, Controller System Implementations Consolidations SOX IPO Readiness PCAOB Audit. She also held the titles Financial Consultant SEC Process Improvement System Implementations FP&A PCAOB Audit at Eiger BioPharmaceuticals, Inc. (2016–2020) and Senior Director Corporate Accounting REIT Construction Acounting PCAOB Audit at Essex Property Trust (2011–2015).
Shauna T.
LinkedInExperience: Director of SEC Reporting & Technical Accounting · Figure
Director of SEC Reporting & Technical Accounting at Figure, a role listed from 2025 to 2026, where her profile says she led the SEC reporting team through the company's IPO on NASDAQ, overseeing filings and working directly with auditors, legal and regulators while a merger was completed at the same time. She has been Director of Technical Accounting & Financial Reporting at Vercel since 2026 and was Director of Technical Accounting & ESG Reporting at Autodesk (2023–2024).
Stephen Garbacz
LinkedInExperience: SVP Finance and Corporate Controller · Tessera Therapeutics
Former SVP Finance and Corporate Controller at Tessera Therapeutics (2021–2026); he was also VP Finance and Corporate Controller at Anika (2019–2021) and SVP Finance and Operations at Spero Therapeutics (2015–2019). His profile says he has helped prepare and execute multiple IPOs and led early-stage financings and crossovers for science-driven companies.
Takamasa Kawai
LinkedInExperience: Head of Corporate Accounting · CoreWeave
Head of Corporate Accounting at CoreWeave since 2025. He was Director, Technical Accounting and SEC Reporting at Slack (2020–2021), and at Airtable he was Director of Technical Accounting (2021–2023), Senior Director of Accounting (2023–2024) and Senior Director, Assistant Controller (2024–2025). His profile cites hands-on IPO execution experience, including preparing SEC filings such as the S-1 for an IPO and a direct listing.
Teresa R. Smith, CPA
LinkedInExperience: Senior Vice President & Chief Accounting Officer · Vox Media
Senior Vice President & Chief Accounting Officer at Vox Media, a role listed since 2015, and Chief Accounting Officer at HHAeXchange since July 2026; she was also Vice President Corporate Controller at Vox Media (2015–2021) and Vice President, Global Controller at Blackboard (2013–2015). Her profile says she has led IPO readiness, board reports, controls and compliance for private and publicly traded companies.
Tom Larsen
LinkedInExperience: VP, Accounting · SoFi
Former VP, Accounting at SoFi (2019–2025) and Controller there (2017–2019). His profile says he led SoFi through its 2021 SPAC and public market transition and now brings that toolkit to late-stage startups and financial institutions. Before SoFi he was Assistant Controller (2015–2016) and Controller, US (2016–2017) at Purch.
Choose the right perspective
Match the person's role to the part of the process you need help with, since a controller who drafted S-1 financials, an SEC reporting lead and an internal audit head building SOX readiness each see different parts of IPO preparation. Also consider whether your path is a traditional IPO, a direct listing or a SPAC, and look for someone whose company went through a similar route.
Questions to take into the conversation
- 01How far ahead of the IPO did you start upgrading audits to PCAOB standards, and what did the auditors flag first?
- 02Which SOX controls and reporting processes took the longest to get ready for public company scrutiny?
- 03What did you change in your close, technical accounting or team to support the S-1 and the first quarterly filings?
About this directory
This is a professional research starting point based on business profile data retrieved on . Titles and companies reflect that source snapshot and may describe past or present roles. Check the linked profiles for current details. Inclusion does not imply Instant Expert membership or availability.
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