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Roberto Cortez, CPA, CIRA, CFE

J.S. Held expands building consulting practice in Canada with the acquisition of SPECS.

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Roberto Cortez, CPA, CIRA, CFE
 

Director

 

972-980-5060 (Work)
469-465-3446 (Mobile)
15601 Dallas Parkway, Suite 1050
Addison, TX 75001

Roberto brings over 20 years of experience, including 19 years of experience performing advisory services, forensic investigations, litigation support projects and assisting companies and other parties in restructurings, turnarounds, liquidations and related matters, and three years in a financial services audit practice. Prior to his current role, Roberto spent 13 years at a Big 4 firm, where he was the Americas Restructuring Services leader, overseeing the delivery of cross border engagements between the US and Latin America.

Roberto’s financial advisory experience includes preparation and evaluation of business and transitional plans; development and assessment of cash management and reporting systems; assistance with formulation of financial projections; analysis of debt capacity; analysis of troubled and under-performing companies; expert witness testimony; and a variety of related assistance.

His forensic experience includes expert witness testimony, funds tracing, coordination with SEC, DOC and FBI for the subpoena and review of international banking records, capture and assessment of electronic data related to commercial litigation, review of financial data to determine appropriateness of 3rd party and inter-company transactions, and assisting external counsel with the aggregation, review and summarization of large financial data set in order to respond to federal regulators, among other services. In addition, Roberto has directed and/or participated in complex domestic and multi-national reorganizations, liquidations and other special projects during his career. He is also a former U.S. Army Infantry officer.

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