Joel is responsible for providing specialized business consulting services. Over his 35-year career, he has earned a reputation as an insightful consultant in multiple service areas, including buy side and sell side transaction advisory services, financial modeling, forensic investigations, business valuation, inventory management and business planning. Joel’s extensive experience as an advisor in business transactions, forensic analysis, valuation and business strategy provides our clients with exceptional business advice.
Joel’s experience includes participating in and advising over 250 business transactions on both the buy and sell side. He has also led engagements involving complex financial modeling for commercial, nonprofit and governmental entities. These engagements involved modeling of future earnings and cash flows, strategic initiatives and stress tests. His forensic investigations involved misappropriation of assets, financial statement fraud and corruption and bribery. In addition, Joel has significant experience in auditing.
Joel performs valuations for businesses for mergers and acquisitions, financial reporting, and for other purposes such as gift and estate tax.
Prior to joining Schneider Downs, Joel served as a consultant, accounting and audit shareholder, as well as the director of a manufacturing services group, for a regional accounting firm. He also has experience working for a national accounting firm.
B.B.A. - University of Michigan
Member—Alliance of Certified Merger & Acquisitions Advisors
Member—American and Pennsylvania Institutes of Certified Public Accountants
Member of the Association of Certified Fraud Examiners
Member of National Association of Certified Valuation Analysts
Board Member—Jewish Health Care Foundation
Past Board Member and Past Chairman—Jewish Family and Children's Services
Past Board Member—Association for Corporate Growth - Pittsburgh and Global
Leadership Pittsburgh XVI—Chamber of Commerce
FBI Citizens Academy Member—2014
Forensic Accounting Certificate—AICPA
Do you have a hobby or personal passion?
I enjoy playing hockey and golf
What was the best advice you’ve ever received?
You can’t listen when you are talking
Who was your role model?
My father, who was first in his family to go to college. He started his own accounting firm and grew it to one of the largest in Pittsburgh.
What was your childhood dream?
I dreamed of playing in the NHL
People would be surprised to know that I…….
Still play ice hockey
What was your first job?
I flipped burgers at Wendy’s
Do you have advice for young professionals?
Build your network. It will be with you for your whole career.
Shareholder Joe Bruce has more than 21 years of public accounting experience since joining Schneider Downs in 1996. He has expertise with a variety of clients including construction, manufacturing, retail, oil and gas industries, and employee benefit plans.
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