Adam Greene

Senior Associate at Siegfried Advisory
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Location
New York, New York, United States, US

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Credentials

  • Smeal Honor Code
    Penn State University
    Sep, 2016
    - Sep, 2024

Experience

    • United States
    • Accounting
    • 1 - 100 Employee
    • Senior Associate
      • Dec 2022 - Present
    • United States
    • Accounting
    • 700 & Above Employee
    • Senior Auditor
      • Sep 2022 - Dec 2022

      Merged with Friedman LLP in September 2022. Services: Accounting, Audit & Assurance including Employee Benefit Plan Audits Industries: Consumer Products, Real Estate, Construction and Digital Currency Merged with Friedman LLP in September 2022. Services: Accounting, Audit & Assurance including Employee Benefit Plan Audits Industries: Consumer Products, Real Estate, Construction and Digital Currency

    • United States
    • Accounting
    • 200 - 300 Employee
    • Senior Auditor
      • Jul 2021 - Sep 2022

      Merged into Marcum LLP in September 2022.

    • Semi Senior Auditor
      • Jul 2020 - Jul 2021

    • Audit Associate
      • Nov 2018 - Jul 2020

    • Audit Intern
      • Jun 2018 - Aug 2018

      • Performed audit services for varied clients including Consumer Products, Real Estate and Digital Currency • Prepared confirmations and client files as well as reconciled financial documentation within client binders • Analyzed and delivered multiple presentations based on audit case study for co-managing partners of the firm • Strengthened skills within auditing systems such as ProSystem fx and numerous Microsoft software programs • Performed audit services for varied clients including Consumer Products, Real Estate and Digital Currency • Prepared confirmations and client files as well as reconciled financial documentation within client binders • Analyzed and delivered multiple presentations based on audit case study for co-managing partners of the firm • Strengthened skills within auditing systems such as ProSystem fx and numerous Microsoft software programs

    • United States
    • Accounting
    • 1 - 100 Employee
    • Audit Intern
      • Jun 2017 - Aug 2017

      • Provided audit services to multiple governmental sector clients • Reconciled financial material and receipts to perform audits and preliminary audits • Conducted research on Blockchain and prepared findings for presentation to the CEO and partners of the firm • Enhanced networking skills through participation in firm-wide events and community service projects • Provided audit services to multiple governmental sector clients • Reconciled financial material and receipts to perform audits and preliminary audits • Conducted research on Blockchain and prepared findings for presentation to the CEO and partners of the firm • Enhanced networking skills through participation in firm-wide events and community service projects

    • Non-profit Organization Management
    • 1 - 100 Employee
    • Social Networking Manager
      • Aug 2015 - Jan 2017

      • Managed all networking with Alpha Epsilon Pi alumni and the public, including posting updates and announcements on social media (such as Facebook, Twitter, and Instagram)

    • Member of the Executive Board
      • Dec 2015 - May 2016

      • Elected to help make executive decisions to benefit the organization for approximately 150 members

    • Accounting Intern
      • Jul 2016 - Aug 2016

      • Managed all company banking transactions through QuickBooks • Entered check invoices into the system and sorted transactions • Managed all company banking transactions through QuickBooks • Entered check invoices into the system and sorted transactions

    • United States
    • Accounting
    • 1 - 100 Employee
    • Accounting Intern
      • Jun 2015 - Aug 2015

      • Assisted on tax return preparation, organized financial data into various excel spreadsheets, and worked with accounting systems such as Peachtree and QuickBooks • Assisted on tax return preparation, organized financial data into various excel spreadsheets, and worked with accounting systems such as Peachtree and QuickBooks

    • United States
    • 1 - 100 Employee
    • Tutor
      • Sep 2013 - Jun 2014

      • Help classmates, of all ages, in all subjects to increase concept understanding through helpful demonstration and guidance • Help classmates, of all ages, in all subjects to increase concept understanding through helpful demonstration and guidance

Education

  • Penn State University
    Bachelor of Science (B.S.), Accounting, International Business
    2014 - 2018

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