Roger Gambrell Ii, Cpa
About Roger Gambrell Ii, Cpa
Roger Gambrell II is a CPA specializing in SEC reporting and technical accounting at Oportun, where he has worked since 2019. He has 19 years of experience in the financial services industry, including roles at BKD CPAs & Advisors, Deloitte & Touche LLP, and Grant Thornton LLP.
Current Role at Oportun
Roger Gambrell II serves as SEC Reporting / Technical Accounting and Policy at Oportun since 2019. In this role, he is responsible for ensuring compliance with SEC regulations and technical accounting standards. He designs CPE-eligible training courses for internal certified public accountants, enhancing their knowledge and skills in technical accounting. His work supports Oportun's financial reporting and policy development, contributing to the company's operational efficiency.
Previous Experience in Public Accounting
Roger has a substantial background in public accounting, having worked at several prominent firms. He was with BKD CPAs & Advisors from 2015 to 2019, where he served as a Financial Services Assurance Manager and participated in the National Office Technical Accounting and Auditing rotation. Prior to that, he worked at Grant Thornton LLP as a Financial Audit Manager from 2013 to 2014 and at Deloitte & Touche LLP in Audit & Enterprise Risk Services for 11 months in 2008. His experience includes providing audit, assurance, and consulting services in compliance with PCAOB, SOX404, and FDICIA standards.
Educational Background
Roger Gambrell II studied at The University of Texas at Austin, focusing on Pharmacology and Finance. He also attended the Naveen Jindal School of Management at UT Dallas, where he studied Accounting and achieved a degree in Accounting & Information Management from 2005 to 2007. His educational background provides a strong foundation for his work in accounting and finance.
Contributions to Financial Services
With 19 years of experience in the financial services industry, Roger has specialized in various roles, including nine years as a licensed banker and loan officer. His expertise encompasses mortgage, small business, and commercial loans. He played a significant role in Oportun Financial Corporation's initial public offering by collaborating with the legal team on the S-1 and addressing SEC comment letters, demonstrating his capability in high-stakes financial environments.
Technical Accounting Expertise
Roger has demonstrated expertise in technical accounting throughout his career. At BKD, he drafted internal technical accounting and auditing memorandums on various topics, including the new derivatives and hedging standard and the recognition and measurement of financial instruments. His ability to provide technical accounting treatment guidance under US GAAP has been a critical asset in his roles.