Jennifer Tristan

SEC Manager

Jennifer has over fifteen years of experience in financial reporting, accounting and Big 4 auditing. After leaving public auditing, Jennifer’s focus has been on SEC financial reporting for publicly traded companies, ensuring that company filings provide transparency and crucial information for individual and institutional investors, analysts and researchers. She has a deep working knowledge of SEC filing and can bridge the gap between the preparation of financial statements and the final filing submissions.

When not working, Jennifer loves spending time with her two daughters (the oldest just graduated from Ole Miss, her alma mater). She’s also a fitness enthusiast whose current passion is infrared sauna workouts. She also loves cooking shows, playing tennis, going to actual libraries, and going to the symphony as much as possible. She’s also a huge Dallas Cowboys fan (born and raised in Dallas, TX).

Industry Expertise

  • Manufacturing
  • Healthcare
  • Insurance (Property & Casualty)
  • Financial Services
  • StartUps
  • Privately Held
  • Mid-Caps, etc.
  • Public companies
  • Privately held
  • Companies going through IPOs


  • Drafting, Preparing, and Consolidating financial Statements footnotes and MD&A within quarterly and annual reports
  • Investor Relations
  • GAAP, IFRS and SOX Controls
  • Audit Support
  • Internal Controls Testing and Audits
  • Extensible Business Reporting Language (XBRL) tagging
  • Preparation of Health & Welfare Benefit Plan financials
  • Preparation of earnings release and investor presentation decks
  • Assisting in filing Forms S-1 and S-4 for companies going through the IPO process
  • Technical accounting and SEC reporting research

Education & Certifications

  • Bachelor of Accountancy– University of Mississippi (Ole Miss)
  • Master of Accountancy–University of Mississippi (Ole Miss)