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Sosa & Arvelo, LLC
ServicesCyber & InnovationFinancial AdvisoryRisk & ComplianceStrategy & OperationsSectorsAll sectorsFinancial Services & CommercialNonprofits & Faith-BasedInsightsFirmAboutTeamHow we workCareersContact Request a consultation

What we do

Services

We partner with organizations to drive strategic growth, operational excellence, and sustainable innovation — with the regulatory constraint in the first draft rather than in a risk appendix nobody reads.

Practices

01

Cyber & Innovation

Security strategy and architecture, cyber risk management, privacy compliance, and modernization — designed so the evidence exists before an examiner asks for it.

  • Security strategy & architecture
  • Cyber risk management
  • Digital transformation
  • Technology innovation & integration
  • Privacy compliance
02

Financial Advisory

Fund accounting, federal financial management, and cost recovery. The chart of accounts and the close — not a slogan about financial strategy.

  • Financial planning & analysis
  • Performance improvement
  • Fund accounting & reporting
  • Nonprofit financial strategy
  • Federal financial management
  • Cost allocation & recovery
03

Risk & Compliance

Enterprise risk, regulatory compliance, third-party risk, and internal controls built to be tested. The audience for this practice is the organization that will be examined.

  • Enterprise risk management
  • Regulatory compliance
  • Third-party risk management
  • Privacy & data protection
  • Business continuity and DR
  • Internal control design & testing
04

Strategy & Operations

Operating-model and execution work: what to build, buy, or stop; who owns the process after go-live; and how the board will know the change worked.

  • Strategic planning & execution
  • Energy sector transformation
  • Program & project management
  • Digital strategy & transformation

Start here

Not sure which practice you need?

Most people arrive with a problem, not a service line. Start from who you are — the pages below are organized around the obligations each audience actually carries.

Next step

Tell us what you’re facing.

A 30-minute conversation, no charge, no obligation. We will tell you whether an assessment is the right next step, whether we are the right firm — and if we are not, who is more likely to be.