Joseph Cpa
JC

Joseph Cpa

Linkedin Profile
Director of Internal Audit at Palomar | Greater Phoenix Area
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About Joseph Cpa

  • As the Director of Internal Audit at Palomar Holdings, Inc., Joseph CPA brings over a decade of comprehensive experience in financial management, risk assessment, and internal controls across diverse sectors, including manufacturing, insurance, biotechnology, banking, oil & gas, and government. In his current role, Joseph...
    As the Director of Internal Audit at Palomar Holdings, Inc., Joseph CPA brings over a decade of comprehensive experience in financial management, risk assessment, and internal controls across diverse sectors, including manufacturing, insurance, biotechnology, banking, oil & gas, and government. In his current role, Joseph plays a pivotal part in ensuring the integrity of financial reporting and compliance with GAAP and SOX regulations, which are critical for a high-growth specialty insurance carrier like Palomar. His expertise in auditing standards and risk management allows him to effectively navigate the complexities of both residential and commercial insurance operations, enhancing the company's ability to mitigate risks and optimize financial performance. Joseph has spearheaded several key projects aimed at strengthening internal controls and improving operational efficiencies. One notable initiative involved the implementation of a comprehensive risk assessment framework that not only identified potential vulnerabilities within the organization but also provided actionable insights to enhance the overall risk management strategy. His leadership in this project has fostered a culture of accountability and transparency, aligning with Palomar's commitment to excellence and innovation in the insurance industry. In addition to his technical skills, Joseph is recognized for his exceptional communication abilities, which enable him to convey complex financial concepts to stakeholders at all levels. His role as a Certified Public Accountant (CPA) further underscores his dedication to maintaining the highest standards of financial integrity. As Palomar continues to expand its reinsurance, fronting, and MGA operations, Joseph’s strategic vision and expertise will be instrumental in navigating the evolving landscape of the insurance market, ensuring sustainable growth and success for the organization.
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  • Joseph Cpa Work

    • Director of Internal Audit at Palomar in May 2020 to Present
    • Sr. Manager SOX Accounting at Palomar in May 2020 to April 2023
    • Principal Consultant - SOX | Internal Audit | IT Audit | Finance | Process Improvement at EndeavorOne Consulting, LLC in April 2014 to May 2020
  • Joseph Cpa Skills

    • Financial SystemsRevenue AccountingFinancial Instruments
      Close ProcessAccounts Receivable (AR)ASC 606PresentationsKey SystemsCommunicationAuditing StandardsProblem SolvingCertified Internal AuditorNetSuiteSarbanes-Oxley ActProcess ImprovementProject ManagementInternal AuditAuditingFinancial AnalysisFinancial AccountingGAAPFinancial ReportingAccountingInternal ControlsBusiness AnalysisFinanceContinuous ImprovementIT AuditRisk AssessmentMicrosoft OfficeTeamworkManagementCustomer ServiceLeadershipTeam LeadershipInterpersonal CommunicationMentoringICFRITGCCPACOSO FrameworkCertified Information System Auditor (CISA)Certified Public Accountant (CPA)Test of DesignTest of EffectivenessProcess Flow ChartsProcess NarrativeAnalytical SkillsRisk ManagementBusiness Process ImprovementProperty and Casualty Insurance

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  • About Joseph Cpa's Current Company

  • Frequently Asked Questions about Joseph Cpa

    • What is Joseph Cpa email address?
      Email Joseph Cpa at j***r@gmail.com and j***r@plmr.com. This email is the most updated Joseph Cpa email found in 2025.
    • What is Joseph Cpa phone number?
      Joseph Cpa phone number is +16026974624 and +17608553562.
    • How to contact Joseph Cpa?
      To contact Joseph Cpa send an email to j***r@gmail.com or j***r@plmr.com. If you want to call Joseph Cpa try calling on +16026974624 and +17608553562. (updated on October 30, 2024)
    • What company does Joseph Cpa work for?
      Joseph Cpa works for Palomar
    • What is Joseph Cpa's role at Palomar ?
      Joseph Cpa is Director of Internal Audit
    • What industry does Joseph Cpa work in?
      Joseph Cpa works in the Insurance industry.

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