Experience

Jewish Federation of Greater Pittsburgh

• Non-profit Organizations
• 1 - 100 Employee

• Senior Foundation Accountant

  • May 2019 - Present

  Fiduciary and financial analysis of approximately $310,000,000 in assets across 1,500+ funds including donor advised funds, permanently and temporary restricted endowments, unrestricted endowments, supporting foundations, charitable trusts and charitable gift annuities Compilation and detailed review of fund financial data and the consolidation of year end financial statements, as well as preparation of all materials for fiscal year audit including the footnotes and functional expense schedule Assembly and assessment of all materials for the Federation’s various 990 tax forms and schedules, as well as completion and submission of supporting foundation 990’s Efficient preparation of journal entries, sub-ledger reconciliation, and bank and investment account reconciliations on a regular basis in order to best provide stability and effectiveness for the team and department Supervision and approval of daily contribution and distribution activity as well as oversight on new fund establishment, distribution due diligence, spending policy compliance, and carrying out of donor's intentions Participation and presentation at Investment, Audit, and Finance Committee meetings as needed Liaison to the Holocaust Center of Pittsburgh for financial preparation, monthly fiscal review, and additional grant proposal assistance as needed Fiscal reporting and tracking of state and federal grants as they arise including two PA Commission on Crime and Delinquency (PCCD) grants and one Redevelopment Assistance Capital Program (RACP) Demonstrates evolving knowledge of the standards, policies, practices and procedures of GAAP as it relates to new accountant standard implementation, effect on recurring accounting procedures, and implications on fiscal year-end audit and tax activities



Pittsburgh Mercy

• United States
• Mental Health Care
• 200 - 300 Employee

• Grants and Contracts Accountant

  • Jul 2018 - May 2019

  Responsible for the management and accounting of approximately $20,000,000 in grant and contract funds from private, city, county, state, and federal funding streams Maintain thorough records and tracking systems for various grants and contracts revenue and expenses Working knowledge of restrictions and guidelines for grants across funding streams; including HUD, ESG, HAP, and private funding requirements Compilation of monthly grant invoices and submission to respective private and government agencies Analysis of revenues and expenses on a regular basis for financial and internal reporting Preparation of month end revenue and receivables entries in accordance with GAAP accounting principles, as well as other month end reconciling procedures Gather and analyze data to express findings clearly and concisely to draw conclusions and make recommendations to management Communicating regularly with managers, supervisors, and other program staff regarding budgets, spending, variances, and areas of potential growth



DeJoy, Knauf & Blood, LLP

• United States
• Accounting
• 1 - 100 Employee

• Experienced Staff Accountant

  • Aug 2017 - Jul 2018

  Providing financial assurance services for mid-size organizations across New York state for audits, reviews, and compilations in accordance with GAAP; with a focus on not-for-profit entities including country clubs, schools, museums, and health associationsPerforming audit and assurance procedures on all aspects of the balance sheet and income statement including accounts receivable, revenue recognition, lease accounting, and investmentsTraining and assisting first year staff and interns with testing and performing audit procedures as well as aiding in developing effective communication with clientsDeveloping more efficient and effective ways to conduct analytics and audit proceduresExperience with unique audits such as employee benefit plan audits for both 401(k) and 403(b) plans, as well as OMB Uniform Guidance (A133) auditsAnalysis of financial and other information for clients, such as functional expense allocation consultationPreparation of adjusting and reclassification journal entries, as well as reconciliations for financial reportingResponsible for preparing tax forms 990, 990-T, and NYS CHAR 500, and related additional schedulesCommunicate regularly with a wide variety of clients with various sophistication levelsHandle confidential information and documentation such as inner company financials, payroll, investments, and other balances for organizations of various sizes and naturesGather and analyze data to express findings clearly and concisely to draw conclusions and make recommendations to management and audit committeePresentation of materials, data, and findings to management and audit committeeCompletion of continuing professional education (CPE) courses and trainings

• Staff Accountant

  • Oct 2016 - Aug 2017



ChatPlat

• India
• Museums, Historical Sites, and Zoos

• Sales, Marketing, Business Development Intern

  • May 2015 - Jan 2016

  Writing, Editing, and Placement of sales calls and wave campaign emails to various people and organizations Collection and Creation of reports regarding progress/trends on target market, customers, and market competitors Responsible for website text editing for clarity, correctness, and content Processing purchases from customers via online systems as well as creation of invoices for customers Organization and Research of call-lists and targeted potential consumers Extensive work on Excel spreadsheets of customer information including documenting sales receipts


EagleDream Technologies
• United States
• Information Technology and Services
• 1 - 100 Employee
• Sales and Marketing Intern

  • May 2015 - Aug 2015


Reell

• Sweden
• Professional Training and Coaching

• Human Resources Intern

  • May 2014 - Aug 2014

  Assisted in daily tasks such as scheduling meetings, scanning and filing documents, and updating company SharePoint Responsible for researching, developing, and writing a draft of a new company policy manual to be distributed to all employees Tasked with the creation and editing of new company forms, such as Training Catalogs, Annual Conference Forms, and New Coworker Questionnaires Accountable for handling confidential documents such as personnel files, insurance documents, and non-disclosure agreements Organized a presentation of research collected on social media presence, and presented to VP of Sales Ran an internal audit on company benefit and insurance records



WANet Summer English Institute

• Student Ambassador

  • Jul 2013 - Aug 2013

  Facilitated in the classroom as a teaching assistant for approximately 40 international high school students Assisted in teaching students how to improve English reading, writing, and speaking Responsible for the well-being of up to 100 international students as a residential assistant for a three week duration Facilitated in the classroom as a teaching assistant for approximately 40 international high school students Assisted in teaching students how to improve English reading, writing, and speaking Responsible for the well-being of up to 100 international students as a residential assistant for a three week duration