Adrian Chong
Associate, Financial Reporting Services
Reporting
We provide companies of all sizes with financial reporting services for stock-based compensation.
Valuation
Get fair value measurement and modeling for all sorts of equity-based awards and securities, whether business as usual or special circumstances.
Complex Securities Valuation
HR Advisory
Our HR advisory services provide the insight you need to improve program design, grant more equity, and tell a cleaner story in your proxy and financial statements.
CEO Pay Ratio
Resources
Dive into our library of publications on a wide range of stock-based compensation topics.
About Us
We’re dedicated to bringing insight, control, and expanded capability to your compensation strategy.
Equity Methods is a team of finance, accounting, compensation, and technology practitioners. We’re not a CPA firm, brokerage, or board advisory firm. Instead, we help finance, HR, and executive compensation professionals unlock efficiency and make better decisions through flexible stock-based compensation reporting and decision analytics for long-term incentive plans. We also help companies value complex securities they issue or own. We’re pleased to have provided expert ASC 718 services to over 1,000 clients, including 40+ Fortune 100 companies. contact us
Associate, Financial Reporting Services
Adrian is an Associate in the Financial Reporting Services group at Equity Methods. He supports clients by preparing customized financial reports and solving their complex stock-based compensation problems. He has…
Read moreFull Stack Developer, Technology and Innovation
Alejandro Nungaray is a Software Developer with Equity Methods. He has worked on a broad range of different projects that require abilities to analyze, understand, design and build web applications…
Read moreConsultant, Financial Reporting Services
Allison Lau is a Consultant in the Financial Reporting Services group at Equity Methods. She provides support to the monthly reporting for stock based compensation plans and helps publicly traded…
Read moreSenior Consultant, Financial Reporting Services
Amanda Tan is a Senior Consultant in the Financial Reporting Services practice at Equity Methods. She implements custom financial reports and provides day-to-day technical support to clients’ stock-based compensation plans.…
Read moreManaging Director and Financial Reporting Practice Leader
Amit Tekwani directs the financial reporting practice at Equity Methods. He has served as a consultant in both the valuation practice and the financial reporting practice, having assisted over 150 companies…
Read moreConsultant, Valuation & HR Advisory Services
Andrew is a Consultant in the Valuation Services group at Equity Methods. In his current role, Andrew provides support to team members and clients in custom valuation engagements in accordance…
Read moreConsultant, Financial Reporting Services
Anneliese Luo is a Consultant within the Financial Reporting Services group at Equity Methods. She develops custom financial reports and provides day-to-day technical support to several of the firm’s clients,…
Read moreConsultant, Financial Reporting Services
Anthony Bonilla is a Consultant within the Financial Reporting Services group at Equity Methods. He specializes in stock-based compensation, providing support to multiple client engagements across a diversity of industries.…
Read moreDirector, Financial Reporting Services
Arjun brings a background in finance and engineering to Equity Methods’ financial reporting services. Arjun is known for his quick and accurate responses to ad hoc requests from Equity Methods clients. As an Associate Director,…
Read moreConsultant, Valuation Services
Artur is a Consultant in the Valuation and HR Advisory Services group at Equity Methods. In his current role, Artur provides support to team members and clients in custom valuation…
Read moreConsultant, Financial Reporting Services
Athan Ertl is a Financial Reporting Consultant within Equity Methods. He provides day-to-day technical assistance for stock-based compensation complexities and ongoing reporting. Athan is also a member of the Architecture…
Read moreSenior Manager, Financial Reporting Services
Benjamin is a Senior Manager within Equity Methods’ financial reporting group. He helps develop and execute equity compensation financial reporting solutions for some of Equity Methods largest clients, including several…
Read moreOperations Manager
Bethany Plapp is an Operations Manager who has been with Equity Methods since January 2019. Bethany brings a diverse background in behavioral health and recreational event planning. She is involved…
Read moreConsultant, Financial Reporting Services
Bing is a Consultant in the Financial Reporting Services group at Equity Methods. She helps a wide variety of clients with stock-based compensation financial reporting and stock administration. She has…
Read moreManaging Director, Financial Reporting Services
“I’m passionate about my clients.”
Boxian leads several of Equity Methods’ largest and most complex financial reporting engagements. She is passionate about her clients, and regarded within and outside the firm as an outstanding project…
Read moreSenior Consultant, Financial Reporting Services
Bryce Bergman is a Financial Reporting Senior Consultant with Equity Methods. He has helped to manage some of the firm’s largest and most complex ongoing engagements. Specializing in tax-mobility reporting,…
Read moreSenior Consultant, Financial Reporting Services
Bryce Pape is a Senior Consultant within the Financial Reporting Services group at Equity Methods. He has worked on some of the firm’s most complex engagements, helping various clients navigate…
Read moreManager, Financial Reporting Services
Ching Yang is a Manager at Equity Methods, specializing in International Financial Reporting Standards (IFRS) reporting, recharge agreements for employees on international assignments, and acquisition-related financial reporting. With the firm…
Read moreConsultant, Financial Reporting Services
Chuya Li is a Consultant in the Financial Reporting Services group at Equity Methods. She supports the monthly reporting process for stock-based compensation plans and provides day-to-day assistance to the…
Read moreConsultant, Valuation and HR Advisory Services
Clayton Nocella is a Consultant in the Valuation and HR Advisory Services group at Equity Methods. Clayton primarily supports clients with ASC 718 valuations by using custom Black-Scholes, lattice or…
Read moreConsultant, Financial Reporting Services
Clayton Skurski is a Consultant in the Financial Reporting Services group at Equity Methods. He handles several client meetings that pose various needs for stock-based compensation reporting, leveraging his skills…
Read moreSenior Consultant, Financial Reporting Services
Corey Nelson is a Financial Reporting Senior Consultant with Equity Methods. Corey works with multiple Fortune 500 companies to identify process improvements, develop custom financial reports related to equity compensation,…
Read moreMarketing Manager
Cristina Ramsey is a Marketing Manager at Equity Methods. Cristina comes from a video production marketing background. She utilizes her diverse knowledge and Adobe suite skills to aid with Equity…
Read moreManaging Director, Financial Reporting Services
“The best part of my job? Working with smart, driven people — within Equity Methods and amongst our clients.” Daniel Hunninghake is a director in Equity Methods’ financial reporting practice.…
Read moreAccounting for Awards in a Business Combination
Equity Award Modifications: Connecting the Theory to Practical Cases
Get Ready for Big Changes in Deferred Tax Accounting
Equity Compensation in Corporate Transactions
Tax Accounting for Equity Compensation Awards
Tax Settlement Forecasting: The Best Response to Income Statement Volatility
Managing Director, Valuation & HR Advisory Services
“I’m a teacher at heart — always happy to field questions and help clients understand, whether it’s at a high level or deep in the details.” David is a managing…
Read moreGetting Your TSR Design Details Right
Design Attribute Checklist for Relative TSR Awards
Long-Term Incentive Plans: The Universe of Design Possibilities
Equity Award Modifications: Connecting the Theory to Practical Cases
Five Ways that West Coast Companies Design ESPPs
Equity Compensation in Corporate Transactions
Top 5 Performance Award Accounting Concepts for Compensation Professionals to Know
Consultant, Financial Reporting Services
Senior Consultant, Financial Reporting Services
Elva Zhang is a Senior Financial Reporting Consultant with Equity Methods. She develops comprehensive financial reports and helps many large publicly traded clients solve complex equity compensation problems. Elva is…
Read moreSenior Consultant, Financial Reporting Services
Hao Wu is a Financial Reporting Senior Consultant with Equity Methods. Hao works with publicly traded firms to deliver financial reporting related to equity compensation in addition to conducting analyses…
Read moreSenior Consultant, Financial Reporting Services
Heyi Wu is a Senior Consultant in the Financial Reporting Services practice at Equity Methods. She drives monthly reporting for a number of stock-based compensation plans and has been involved…
Read moreConsultant, Financial Reporting Services
Ilona is a Consultant in the Financial Reporting Services group at Equity Methods. She supports Fortune 100/500 companies by preparing customized financial reports and solving their complex stock-based compensation problems.…
Read moreAssociate Director, Valuation Services
James Lecher, CEP, is an Associate Director in the Valuation Services Group at Equity Methods. In his role, James works with Fortune 500 clients on the valuation of various equity…
Read moreManager, Valuation Services
James Milne is a manager for Equity Methods’ valuation practice. He brings a wide variety of practical business experience to the valuation and equity compensation space. James has worked closely…
Read moreManager, Valuation & HR Advisory Services
Jared Nielsen is a Manager with the Valuation and HR Advisory Services groups at Equity Methods. As part of the Valuation practice, he engages in valuation of equity compensation instruments…
Read moreConsultant, Valuation & HR Advisory Services
Jason Buyer is a Consultant with Equity Methods, serving on the Valuation and HR Advisory Services teams. Jason assists clients on a range of topics, mainly focusing on the valuation…
Read moreManager, Financial Reporting Services
Jeff Kunkel works as a Manager in the Financial Reporting Services group at Equity Methods, delivering accurate, data-rich reports that exceed client needs. Jeff enjoys identifying client issues and developing…
Read moreSenior Consultant, Valuation & HR Advisory Services
Joe Pollastrini is a Senior Consultant in the Valuation Services Group at Equity Methods. In his current role, Joe provides support to team members and clients in valuing a number…
Read moreManaging Director, Valuation & HR Advisory Services
“Securities that raise capital, manage cash flow, and provide performance incentives seem insanely complicated. But they don’t have to be.” Josh Schaeffer is a managing director and practice leader for…
Read moreFalse Positive, False Negative: Beyond the Surface of Gender Pay Equity
Economic Value Added: What You Need to Know in Anticipation of Greater Emphasis from ISS
Convertible Bridge Notes: An Introduction to Their Uses, Accounting, and Valuation Considerations
Design Features that Drive the Fair Value of a Convertible Security
Employee Terminations: Working Through the Consequences
Pay Ratio Disclosure: A Checklist of Key Considerations
Anti-Dilution Provisions in a Warrant Offering
Senior Manager, Financial Reporting Services
Josh Williams is a Senior Manager with Equity Methods’ financial reporting practice. In his current role, Josh oversees delivery of ongoing reporting services for a number of the firm’s clients…
Read moreAssociate, Financial Reporting Services
Kentdrew Andreas is an Associate in the Financial Reporting Services group at Equity Methods. He excels in producing strategic financial and forecast reports and works with Fortune 100 companies to…
Read moreManager, Valuation & HR Advisory Services
Kiel Greenfield comes to Equity Methods with a diverse background in economics, data analytics, and management. As a Manager in Valuation Services, Kiel values a number of equity compensation instruments utilizing Monte Carlo…
Read moreSenior Consultant, Valuation and HR Advisory Services
Kyle McCall is a Senior Consultant in the Valuation and HR Advisory practices at Equity Methods. In 2017, he joined Equity Methods as an intern. Now, as a Senior Consultant,…
Read moreConsultant, Financial Reporting Services
Lin Jin is a Consultant in the Financial Reporting Services group at Equity Methods. She works on custom financial reports and provides day-to-day technical support to clients’ stock-based compensation plans.…
Read moreConsultant, Financial Reporting Services
Mark Fariello is a Financial Reporting Consultant with Equity Methods. He implements custom financial reports and provides day-to-day technical support to clients’ stock-based compensation plans. He has also worked on…
Read moreSenior Manager, Financial Reporting Services
Matt is a Senior Manager within Equity Methods’ financial reporting group, where he works with both public and private companies to help solve their equity compensation problems. In his current…
Read moreSenior Consultant, Financial Reporting Services
Matt Kisiel is a Senior Consultant within the Financial Reporting practice of Equity Methods. He has worked with a wide variety of public and private companies to address many of…
Read moreConsultant, Financial Reporting Services
Maulin Shah is a Consultant within the Financial Reporting practice of Equity Methods. He has worked with a wide variety of Fortune 100/500 public and private companies and prepares custom…
Read moreConsultant, Valuation Services
Maurya is a Consultant in the Valuation Services group at Equity Methods. In his current role, Maurya provides support to team members and clients in custom valuation engagements in accordance…
Read moreConsultant, Valuation & HR Advisory Services
Mona is a Consultant in the Valuation Services group at Equity Methods. In her current role, Mona provides support to team members and clients in custom valuation engagements in accordance…
Read moreManaging Director
Nathan O’Connor is a Managing Director at Equity Methods, a consultancy that helps hundreds of public and private companies model, value and account for equity compensation and other complex securities.…
Read moreHighlights from the 26th Annual NASPP Conference
Tricky Equity Compensation Issues Faced by Private and Newly Public Companies
CEO Pay Ratio: 40 Frequently Asked Questions and Answers
Equilar Executive Compensation Summit 2018 Conference Roundup
What You Need to Know: Contingent Consideration (Earnouts) Valuation
Senior Accountant
Nayeli Garcia is a Senior Accountant at Equity Methods. She assists in all financial reporting and human resources functions, including month-end close, general ledger maintenance, budgeting, payroll, and tax projects.…
Read moreSenior Manager, Valuation Services
Nicholas Reitter is a Senior Manager in the Valuation Services Group at Equity Methods. In this role, he works with a wide variety of clients on the valuation of equity…
Read moreSenior Manager, Financial Reporting Services
Nick is a Senior Manager in the custom financial reporting group at Equity Methods, where he works with companies to help find solutions to a variety of complex equity compensation…
Read moreSenior Consultant, Valuation Services
Nikhil Guruji is a Senior Consultant with Equity Methods in the Valuation Services group. Nikhil has a diverse background in quantitative finance, engineering, mathematics, and programming. In his current role…
Read moreConsultant, Financial Reporting Services
Oscar Chang is a Financial Reporting Consultant with Equity Methods. Oscar utilizes SAS and SQL to prepare periodic financial reports for clients and leverages statistical and database tools. He constantly…
Read moreVP of Finance
Paul Brunoforte is the Corporate Controller within Equity Methods where he oversees the finance and human resource functions. Paul is responsible for the production of timely and accurate financial statements…
Read moreChief Information Officer, Technology & Innovation
Paul Leisey is responsible for the efficient and accurate productization of Equity Methods intellectual capital, which includes designing and building the automated technology processes that power end-to-end compliance solutions. Paul’s…
Read moreManaging Director, Financial Reporting Services
“It all seems impossible until it is done. Somehow, we always get it done.” As a managing director at Equity Methods, Radostin Kanev handles the intricacies of many of the…
Read moreEquity Awards in a Spinoff: Don’t Forget About the Data
Early Adopters Report for ASU 2016-09
FASB ASC 718 Revisions Survey Results
2018 State of the Union in Equity Compensation: Finance and Accounting Track
2017 State of the Union in Equity Compensation: Finance and Accounting Track
Managing Director, Financial Reporting Services
“I love working with clients and tackling their challenges head on. There’s nothing more satisfying than knowing we’ve developed solutions that make their lives easier.” Raenelle James is a managing…
Read moreConsultant, Valuation Services
Ritesh is a Consultant in the Valuation Services group at Equity Methods. In his current role, Ritesh provides support to team members and clients in custom valuation engagements in accordance…
Read moreConsultant, Financial Reporting Services
Ronak Patel is a Consultant with Equity Methods, serving on the Financial Reporting Services team. He provides ongoing support to several large publicly traded companies in the area of stock-based…
Read moreJunior Developer, Technology and Innovation
Rory Martin brings his background in high-performance computing to develop code and architect solutions to increase the functionality and decrease the time it takes to run Equity Methods’ valuation and…
Read moreConsultant, Financial Reporting Services
Ryan Egan is a Consultant in the Financial Services group at Equity Methods. Ryan collaborates with a wide variety of publicly and privately held clients to solve complex issues related…
Read moreConsultant, Financial Reporting Services
Sanket Tepal is a Consultant in the Financial Reporting Services group at Equity Methods. He aids Fortune 500 companies solve complex equity compensation problems and prepares customized financial reports for…
Read moreManager, Valuation & HR Advisory Services
Saswati Sen is a Manager in the Valuation Services and HR Advisory Services practices at Equity Methods. Saswati leads and provides support in multiple projects focused on the valuation of…
Read moreConsultant, Valuation & HR Advisory Services
Saumya is a Consultant in the Valuation Services group at Equity Methods. In her current role, Saumya provides support to team members and clients in custom valuation engagements in accordance…
Read moreConsultant, Financial Reporting Services
Charles is a Consultant in the Financial Reporting Services group at Equity Methods. He has served on several engagements with end-to-end ownership, covering acquisition, modification, ESPP, Pay Versus Performance, etc.…
Read moreSenior Manager, Financial Reporting Services
Siddharth is a Senior Manager within Equity Methods’ financial reporting group, where he helps clients with their complex equity compensation problems. In his current role, Siddharth provides ongoing reporting services…
Read moreData Scientist & Senior Consultant, Financial Reporting Services
Srivathsan “Sri” Vaidhiyanathan Uma is a Data Scientist & Senior Consultant with the Financial Reporting Group at Equity Methods, where he prepares data for processing, reviews and revises existing processes…
Read morePresident & CEO
“It’s an honor to serve our clients. And one way to honor them is to make it easy to work with us.” Takis Makridis is responsible for the strategy, service…
Read moreManager, Financial Reporting Services
Taylor Jensen is a Manager in the Financial Reporting Services Group at Equity Methods. She works with clients of all sizes, including members of the Fortune 100, to create custom…
Read moreEffective ESPPs: Mastering the Design, Implementation, and Accounting
Managing Director, Valuation & HR Advisory Services
As a Managing Director at Equity Methods, Therese supports clients with a wide variety of design, analytics, and valuation solutions for their compensation plans. Her main areas of specialization include…
Read moreBusiness Administration Manager
Yang Wang is a Business Administration Manager on the Equity Methods Accounting and Operations Team. She has been with Equity Methods since July 2012. Yang brings a diverse background in financial…
Read moreSenior Manager, Financial Reporting Services
Yuxi Chen is a Senior Manager in the Financial Reporting Group at Equity Methods. She works with Fortune 500 and Fortune 100 companies, specializing in recharge and tax-mobility reporting, IFRS…
Read moreConsultant, Financial Reporting Services
Zachary Thompson is a Financial Reporting Consultant with Equity Methods. Zach always goes above and beyond to ensure the clients needs are met. He enjoys constantly improving on processes to…
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