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Outsourced Hedge Accounting

Add world-class derivative specialists to your team.

Mitigate & Manage Risk Exposures

Identify economic & accounting exposures and align hedge accounting strategy with long term financial goals.

Avoid Unexpected Results

Get accurate, on-time monthly or quarterly journal entries and disclosure tables for cash flow, fair value, net investment and re-measurement hedges.

Get More Bandwidth For Your Team

Free up time and resources for your internal team so they can focus on core business objectives such as revenue recognition.

Stay Out of Compliance Trouble

We keep you current on hedge accounting practices and protocols with focused on-site and comprehensive webinar training.

Grow with Hedge Trackers

Hedge Trackers makes it easy to outsource the development and accounting of your hedge program to a dedicated team of specialists. Our accountants are based entirely in the U.S., fully SSAE 18-compliant, and can work for you on a temporary or permanent basis.

Outsourced Accounting Services

  • Identify Economic Exposure
  • Identify Accounting Exposure
  • Risk Management Policy Development
  • Detail Appropriate SOX Control Protocols
  • Performance Reporting for Oversight Responsibility
  • Identify Operational Strategies to Mitigate Risk
  • Identify Hedge Accounting Compliant Derivative Strategies
  • Provide Customized Client Training and Scheduled Courses
  • Design Compliant Documentation and Effectiveness Tests
  • Track Hedge Relationships
  • Execute Effectiveness & Testing Protocols
  • Fair Value Derivatives & Prepare Related Journal Entries
  • Provide Audit Support
  • Disclosure Data: Quantitative Tables & Market Risk
  • Disclosure Data: Qualitative Drafts

Let’s Team Up on Your Margins

Talk to us today to discuss outsourcing your hedge accounting needs.

BOOK YOUR CONSULTATION

Meet Our Derivative Specialists

Stephanie Adams joined the Hedge Trackers team in 2014 as an IR derivative accountant, contributing her experience gained from work at a venture capital firm. Stephanie received her Master’s in Accounting from Brigham Young University.

Stephanie Adams
Derivative Accountant

A member of Hedge Trackers’ team of IR derivative accountants, Teresa Adams provides independent, transparent derivative valuations for clients in addition to testing and measuring IR hedge relationship effectiveness. Teresa earned a bachelor’s degree from University of Iowa and is a CPA.

Teresa Adams
Sr. Derivative Accountant

Lorelei Clement is a member of the IR derivative accountant force at Hedge Trackers, having prior experience as a division finance officer at Bank of America. Lorelei is a CPA and earned her Bachelor’s in Business Administration degree from Washington University.

Lorelei Clement
Sr. Derivative Accountant/Process Lead

In 2017, Karla Cruz joined the Hedge Trackers’ team of technical experts as an IR Derivative Accountant. Karla is an active CPA with over 18 years of experience in tax and corporate accounting and holds a bachelor of science in business (accounting) from San Jose State University.

Karla Cruz
Derivative Accountant

Working for Hedge Trackers since 2007, Sherlyn Czachor serves as a member of the IR derivative accountant team, contributing, in particular, her expertise in interest rate swaps. Sherlyn received a Bachelor’s in Finance from Northern Illinois University.

Sherlyn Czachor
Sr. Derivative Accountant
Meet the Full Hedge Trackers Team