AI in Financial Services: How Technology is Reshaping the Industry
AI in Financial Services is transforming fraud detection, credit risk, compliance, and customer experience. Learn key benefits, risks, and implementation strategies.
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James Lichau
CPA
Partner, Assurance
Financial Services Co-leader
Location: San Francisco
Services: Audit, Regulatory Compliance Assistance, Reviews & Compilations
Industries: Technology
With 15 years in public accounting, James has provided accounting and audit experience to both public and private companies. James focuses on technology, including SaaS and FinTech companies, as well as financial service firms, including peer-to-peer, online and alternative lending. He specializes in complex equity transactions, business combinations and revenue recognition. James enjoys working with his clients on each engagement to align himself as more of a partner than just an auditor.
James Lichau holds an active CPA license in California.
Interesting tidbit
James is a fan of Formula 1 racing. He has been to the Spanish Grand Prix in Barcelona and plans to attend future races. His favorite driver is Lewis Hamilton.
Certifications
Certified Public Accountant
Community
- Member – California Society of Certified Public Accountants (CalCPA)
- Member – American Institute of Certified Public Accountants (AICPA)
- Board of Directors – International House at UC Berkeley
Education
- BS/Accounting – San Francisco State University
News
- Fintech needs to grow up, and quick, to survive – The Hill (2024)
- Venture capital drought leads to cap table chaos – Accounting Today (2024)
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Looking for a team who understands where you’re headed and how to help you get there? Whether you’re building something new, managing growth or preserving success, let’s talk.