Chief Financial Officer

• Jul 2022 - Present

Controller

• Jul 2017 - Present

Audit Manager

• Sep 2013 - Jun 2017

Overview: - Perform financial statement audits of nonpublic companies with a concentration in the manufacturing and distribution industry and employee benefit plans - Discuss and provide guidance to clients regarding internal control process recommendations, industry benchmarking analysis, product cost analysis and similar consultations - Assist with business development efforts including preparation and presentation of proposals - Serve as member of the firm's Audit & Accounting… Show more Overview: - Perform financial statement audits of nonpublic companies with a concentration in the manufacturing and distribution industry and employee benefit plans - Discuss and provide guidance to clients regarding internal control process recommendations, industry benchmarking analysis, product cost analysis and similar consultations - Assist with business development efforts including preparation and presentation of proposals - Serve as member of the firm's Audit & Accounting (A&A) committee to review recent audit and accounting pronouncements and provide guidance and training to audit department - Serve as member of the firm's A&A subcommittee for implementation of future accounting pronouncements including Revenue Recognition - Power user of IDEA, a data analysis software, utilized to increase effectiveness and efficiency of audits - Develop and present internal Continuing Professional Education (CPE) trainings primarily in the employee benefit plans industry Show less Overview: - Perform financial statement audits of nonpublic companies with a concentration in the manufacturing and distribution industry and employee benefit plans - Discuss and provide guidance to clients regarding internal control process recommendations, industry benchmarking analysis, product cost analysis and similar consultations - Assist with business development efforts including preparation and presentation of proposals - Serve as member of the firm's Audit & Accounting… Show more Overview: - Perform financial statement audits of nonpublic companies with a concentration in the manufacturing and distribution industry and employee benefit plans - Discuss and provide guidance to clients regarding internal control process recommendations, industry benchmarking analysis, product cost analysis and similar consultations - Assist with business development efforts including preparation and presentation of proposals - Serve as member of the firm's Audit & Accounting (A&A) committee to review recent audit and accounting pronouncements and provide guidance and training to audit department - Serve as member of the firm's A&A subcommittee for implementation of future accounting pronouncements including Revenue Recognition - Power user of IDEA, a data analysis software, utilized to increase effectiveness and efficiency of audits - Develop and present internal Continuing Professional Education (CPE) trainings primarily in the employee benefit plans industry Show less

Audit Manager

• Sep 2005 - Aug 2013

Overview: - Perform financial statement audits of both public and nonpublic companies in various industries, including; manufacturing and distribution, public utility and employee benefit plans - Responsible for all aspects of financial statement audits including; planning, review of workpapers, issuance of all reports and letters and presentation of deliverables to the client - Prepare and review financial statements for nonpublic clients in accordance with GAAP - Review filings of… Show more Overview: - Perform financial statement audits of both public and nonpublic companies in various industries, including; manufacturing and distribution, public utility and employee benefit plans - Responsible for all aspects of financial statement audits including; planning, review of workpapers, issuance of all reports and letters and presentation of deliverables to the client - Prepare and review financial statements for nonpublic clients in accordance with GAAP - Review filings of public clients for compliance with GAAP and SEC reporting requirements - Evaluate client internal control structure including compliance with Sarbanes-Oxley Section 404 - Identify and resolve client issues - Supervision of multiple audit team members; provide on the job training Show less Overview: - Perform financial statement audits of both public and nonpublic companies in various industries, including; manufacturing and distribution, public utility and employee benefit plans - Responsible for all aspects of financial statement audits including; planning, review of workpapers, issuance of all reports and letters and presentation of deliverables to the client - Prepare and review financial statements for nonpublic clients in accordance with GAAP - Review filings of… Show more Overview: - Perform financial statement audits of both public and nonpublic companies in various industries, including; manufacturing and distribution, public utility and employee benefit plans - Responsible for all aspects of financial statement audits including; planning, review of workpapers, issuance of all reports and letters and presentation of deliverables to the client - Prepare and review financial statements for nonpublic clients in accordance with GAAP - Review filings of public clients for compliance with GAAP and SEC reporting requirements - Evaluate client internal control structure including compliance with Sarbanes-Oxley Section 404 - Identify and resolve client issues - Supervision of multiple audit team members; provide on the job training Show less