Experience

Wagner, Ferber, Fine & Ackerman, PLLC

• United States
• Accounting
• 1 - 100 Employee

• Audit Manager

  • Jun 2020 - Present

• Supervisor

  • May 2018 - Jun 2020

• Senior Accountant

  • Nov 2014 - May 2018

  • Provide audit, tax, accounting and advisory services for businesses and individuals. • Work closely with small and medium sized companies, their management, and their shareholders, helping them to manage their day-to-day activities, monthly accounting, and long-term tax planning. • Work with individuals to setup and execute both short- and long-term tax planning, including investments, gifting, and trust and estate planning. • Assist startups and entrepreneurs with early-stage setup,… Show more • Provide audit, tax, accounting and advisory services for businesses and individuals. • Work closely with small and medium sized companies, their management, and their shareholders, helping them to manage their day-to-day activities, monthly accounting, and long-term tax planning. • Work with individuals to setup and execute both short- and long-term tax planning, including investments, gifting, and trust and estate planning. • Assist startups and entrepreneurs with early-stage setup, providing training and helping to establish a solid foundation for both the company and its ownership.



Och-Ziff Capital Management

• Financial Services
• 1 - 100 Employee

• Legal Entity Controller

  • Mar 2013 - Nov 2014

  New York, NY • Responsible for coordination of accounting activities for various diverse Och-Ziff foreign and domestic entities • Works in coordination with the Fund accounting side of the business • Reviews and facilitates internal control account reconciliations for all firm's legal entities • Performs trend analytics on a legal entity account level • Process owner and improver of various activities within the Controller's group



PwC

• Professional Services
• 700 & Above Employee

• Senior Audit Associate

  • Oct 2009 - Mar 2013

  New York, NY • Provided audit services to multi-national Fortune 500 public and privately-owned clients with a focus on technology, entertainment, and media • Led audit engagements, which consisted of coordinating a team of professionals, facilitating and coaching team members, and managing client relationships • Performed work around complex accounting areas including stock-based compensation, revenue recognition, and restructuring activities • Developed and performed tests to evaluate design and… Show more • Provided audit services to multi-national Fortune 500 public and privately-owned clients with a focus on technology, entertainment, and media • Led audit engagements, which consisted of coordinating a team of professionals, facilitating and coaching team members, and managing client relationships • Performed work around complex accounting areas including stock-based compensation, revenue recognition, and restructuring activities • Developed and performed tests to evaluate design and operating effectiveness of client's internal control controls • Participated in a Corporate headquarter audit environment for three fiscal years; facilitating multi-location teams globally • Reviewed financial statements and footnote disclosures included Forms 10-K and 10-Q filed with the SEC • Evaluated the work performed by others based on the party's competence, objectivity, quality, and effectiveness to determine reliance placed on their conclusions • Volunteered in Junior Achievement events in which I helped teach financial literacy and responsibility to elementary-aged children of the Bronx Show less



UBS Investment Bank

• Investment Banking
• 1 - 100 Employee

• Equity Operations Change Intern

  • May 2008 - Aug 2008

  Stamford, CT • Worked to execute change-based initiatives by collaborating with front-office personnel and different lines of service • Developed streamlined processes aimed at allowing team members to be more efficient and effective in their everyday activities