Partner

• Jan 2019 - Present

Audit Director

• Feb 2018 - Present

Audit Manager

• Jan 2014 - Present

Supervisor (Audit and Tax)

• Mar 2001 - Jan 2014

Effectively supervised, planned and performed A-133 audits and standard financial statement audits of not-for-profit organizations and governmental units. In addition, supervised and performed audits, reviews and compilations of nonpublic companies such as contractors and consultants in the construction field and manufactures. Actively designed, planned and performed all stages of the audits until completion and preparation of financial statements. Responsibilities also included the review and… Effectively supervised, planned and performed A-133 audits and standard financial statement audits of not-for-profit organizations and governmental units. In addition, supervised and performed audits, reviews and compilations of nonpublic companies such as contractors and consultants in the construction field and manufactures. Actively designed, planned and performed all stages of the audits until completion and preparation of financial statements. Responsibilities also included the review and preparation of individuals, partnerships and corporations federal and state tax returns, in addition to the review and preparation of federal and state informational returns of tax-exempt organizations. Show more Show less

Senior Accountant

• May 1998 - May 2000

Responsible for preparing financial statements to be presented to the entity’s upper management and Banking Authorities as well as the submission of monthly financial reports to the Banking Authorities. Provided support to the internal audit department for internal and external audits. Responsibilities included monthly closings and various accounts reconciliations. In addition, in charged of the preparation and submission of payroll and payroll tax returns. Provided and coordinated accounting… Responsible for preparing financial statements to be presented to the entity’s upper management and Banking Authorities as well as the submission of monthly financial reports to the Banking Authorities. Provided support to the internal audit department for internal and external audits. Responsibilities included monthly closings and various accounts reconciliations. In addition, in charged of the preparation and submission of payroll and payroll tax returns. Provided and coordinated accounting support to all the accounting and operations staff members of all the entity’s branches. Show more Show less

Staff Accountant

• Oct 1997 - May 1998

Successfully cleared up major backlog in the accounting system upon first joining the financial institution. Responsibilities included preparation of bank reconciliations, accruals, journal entries, and the calculation of depreciation and amortization of financial assets. In addition, various account analysis.