Experience

Segal Family Foundation

• United States
• Philanthropic Fundraising Services
• 1 - 100 Employee

• Finance Manager

  • Jan 2022 - Present

• Operations Officer

  • Nov 2020 - Dec 2021



The Bernards Group Inc.

• Financial Services
• 1 - 100 Employee

• Lead Accountant/Administrator

  • Jan 2010 - Nov 2020



Frye & Williams & CO , P.A. (aquired by Mitchell Titus LLP 2005)

• Audit Supervisor

  • Dec 1998 - Jan 2000

  • Planned and supervised assigned engagements.• Reviewed work papers and monitor budgets.• Trained and evaluated the performance of the audit staff.• Conducted entrance and exit conferences.• Developed new client contacts – accounted for 50% of new clients for first quarter 1999.• Expanded and recommend additional services to existing clients.

• Auditor In-Charge

  • Feb 1998 - Dec 1998

  • Generated comparative financial statements and perform analytical reviews.• Performed internal control procedures and substantive test work.• Performed single audits in accordance with regulatory bodies.• Prepared Financial Statements and the notes to the financial statements.• Prepared Independent and Governmental Audit Reports.• Prepared Management Letters.• Federal and State Tax preparation.

• Staff Auditor

  • Feb 1997 - Feb 1998



IKG Borden (Div. Of Harsco)

• Sr. Credit Analyst

  • Apr 1988 - Nov 1994

  • Resolved and reviewed all credit related issues including balance sheet analysis • Reviewed Customers credit histories to establish credit limits. • Resolved and reviewed all credit related issues including balance sheet analysis • Reviewed Customers credit histories to establish credit limits.