Comparative Analytics
Side-by-side audit metrics across active engagements
Total Engagements
3
• 1 Complete
• 1 In Progress
• 1 Planning
Combined Revenue
$455.0M
Audit scope across 924 employees
Avg Audit Risk
65
Medium risk profile across portfolio
| Engagement | Status | Revenue | Risk Score | Readiness | Materiality | Findings | Progress |
|---|---|---|---|---|---|---|---|
Falcon Creek Manufacturing ENG-2024-0847 | Complete | $50.0M +42% | 72 | 79% | $500K | 2 | |
GenTech Solutions ENG-2024-0856 | In Progress | $125.0M +32% | 68 | 52% | $3.75M | 5 | |
Midwest Distribution ENG-2024-0834 | Planning | $280.0M +5.6% | 55 | 28% | $8.4M | 0 |
Falcon Creek Manufacturing
Specialty Chemicals • 187 employees • Cincinnati, OH
Revenue (YoY)
$50.0M
+42%
Audit Risk
Medium Risk
Readiness
Good
Materiality
$500K
Full Audit + ICFR
Findings
2
Deficiencies: 1
CAMs: 2
Key Flags Identified
4 flags
Days to Complete
78 days
GenTech Solutions
SaaS / Technology • 425 employees • San Francisco, CA
Revenue (YoY)
$125.0M
+32%
Audit Risk
Medium Risk
Readiness
In Progress
Materiality
$3.75M
Full Audit + ICFR
Findings
5
Deficiencies: 2
CAMs: 3
Key Flags Identified
2 flags
Midwest Distribution
Wholesale Distribution • 312 employees • Chicago, IL
Revenue (YoY)
$280.0M
+5.6%
Audit Risk
Medium Risk
Readiness
In Progress
Materiality
$8.4M
Full Audit + ICFR
Findings
0
Deficiencies: 0
CAMs: 0
Key Flags Identified
1 flag
📊 Portfolio Insights
Risk Distribution: Falcon Creek shows highest risk (72) due to 42% YoY revenue growth and margin compression. GenTech at medium risk (68) with SaaS deferred revenue exposure. Midwest lowest risk (55) with stable wholesale business.
Readiness Gap: Falcon Creek near completion (79%), GenTech mid-audit (52%), Midwest early-stage (28%). Staggered timeline allows Paul Wan team to focus resources efficiently.
Key Themes: Revenue recognition & growth scrutiny dominant across portfolio. ICFR assessments show purchase authorization and deferred revenue as common control gaps requiring remediation.