Experience

Governmental Accounting Standards Board (GASB)

• United States
• Accounting
• 1 - 100 Employee

• Supervising Project Manager

  • Mar 2018 - 5 years 10 months

  Norwalk, Connecticut Very happy to hear the announcement at our staff meeting that I was promoted to the Supervising Project Manager position!

• Project Manager

  • Jun 2013 - 10 years 7 months

  Norwalk, Connecticut Was the lead project manager on GASB Statement No. 79, Certain External Investment Pools and Pool Participants, and Statement No. 83, Certain Asset Retirement Obligations. Was the assisting project manager on Statement No. 72, Fair Value Measurement and Application, Statement No. 87, Leases and Statement No. 91, Conduit Debt Obligations, and GASB annual Implementation Guide Update. Conduct research by reviewing accounting literature, analyzing financial statements, conducting surveys and… Show more Was the lead project manager on GASB Statement No. 79, Certain External Investment Pools and Pool Participants, and Statement No. 83, Certain Asset Retirement Obligations. Was the assisting project manager on Statement No. 72, Fair Value Measurement and Application, Statement No. 87, Leases and Statement No. 91, Conduit Debt Obligations, and GASB annual Implementation Guide Update. Conduct research by reviewing accounting literature, analyzing financial statements, conducting surveys and interviews with stakeholders, designing project plan, and proposing new projects to the Board. Lead multiple project teams to conduct technical activities, including consulting colleagues and outside experts, composing Board meeting memoranda, presenting team analysis, and leading deliberations at the Board meetings. Examine technical issues raised in comment letters on Exposure Draft for proposed standards and develop arguments to defend the Board’s positions or modify the proposed accounting guidance. Respond to technical inquiries on multiple subjects including fair value, financial instruments, and leases by analyzing fact pattern, searching GASB database, providing guidance on the implementation of standards, and suggesting accounting treatments for complex transactions. Lead semi-annual project orientation and training programs for new postgraduate technical assistants (PTAs) by developing training materials, establishing PTA responsibilities manual, delivering training sessions, and establishing and maintaining mentor-mentee relationships with PTAs. Monitor FASB’s technical projects by reviewing staff paper, observing FASB Board deliberations, consulting staff on technical issues, and providing feedback on preballot draft for proposed standards. Assist stakeholder organizations with their education efforts including delivering speeches on GASB pronouncements at professional conferences and webinars, and commenting on the annual audit guide update issued by AICPA.



CohnReznick LLP

• United States
• Accounting
• 700 & Above Employee

• Audit Manager

  • Aug 2011 - May 2013

  New York, New York J.H. Cohn and Reznick merged into CohnReznick. CohnReznick LLP is the 11th largest accounting, tax and advisory firm in the United States.

• Audit Manager

  • Aug 2011 - Oct 2012

  New York, New York • Managed project teams responsible for providing audit services to organizations with revenues ranging from $1 million to over $35 million • Directly interacted with Controllers, CFOs, CEOs of clients on a regular basis to keep them abreast of audit progress, presented project plans at entrance meetings and findings and recommendations at exit meetings • Assisted clients with preparation of financial statements including preparing all required statements and supplemental information as… Show more • Managed project teams responsible for providing audit services to organizations with revenues ranging from $1 million to over $35 million • Directly interacted with Controllers, CFOs, CEOs of clients on a regular basis to keep them abreast of audit progress, presented project plans at entrance meetings and findings and recommendations at exit meetings • Assisted clients with preparation of financial statements including preparing all required statements and supplemental information as well as drafting note disclosures using current required disclosures in accordance with US GAAP, GAAS, and Federal Yellow Book requirements • Researched new accounting and auditing pronouncements, composed memos to document the resolution to complicated accounting and auditing issues, and participated in audit industry niche meeting discussions • Supervised staff in their performance, reviewed work papers, and provided evaluations and mentoring for the staff • Performed walkthroughs of key business process, reviewed and tested internal controls over financial reporting, identified control weaknesses, and proposed areas for improvement to the clients' management • Assisted partners with new client development proposals and presentations to potential clients.



Brown Armstrong CPAs

• United States
• Accounting
• 1 - 100 Employee

• Audit Manager

  • Aug 2004 - Aug 2011

  Bakersfield, California • Prepared risk-based audit plans for clients across California, performed walkthroughs and test of controls, designed substantive tests based on risk assessment, and lead engagement teams to complete financial and compliance audits • Executed audit plans to ensure timely completion of engagements within scope and budget, established detailed scope of work and fieldwork schedules, allocated resources to ensure staffing needs for multiple engagement teams, created and monitored critical… Show more • Prepared risk-based audit plans for clients across California, performed walkthroughs and test of controls, designed substantive tests based on risk assessment, and lead engagement teams to complete financial and compliance audits • Executed audit plans to ensure timely completion of engagements within scope and budget, established detailed scope of work and fieldwork schedules, allocated resources to ensure staffing needs for multiple engagement teams, created and monitored critical dates list to meet deadlines, supervised and mentored staff to ensure compliance with quality control standards, and collaborated with partners, audit team and clients • Managed multiple engagement teams at multiple locations simultaneously, met deadlines for all deliverables in a timely manner, including making presentations at the clients' governing board meetings • Developed and maintained strong relationship with clients, organized audit entrance and exit meetings, delivered communication memos, and becoming the go-to person whom the clients seek help with complex technical accounting issues off audit seasons • Active in leading and assisting firm’s business expansion and staff development activities, authored and implemented firm-wide quality control policies and procedures, developed audit training plans and material, conducted regular staff evaluation, and assisted partners with engagement bid proposals and firm marketing activities Show less