Experience

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  CohnReznick LLP

  • Director - National Office Assurance

    • Jan 2023 - Present

    As a Director in the firm's National Office, I am an EQR / EQCR performing pre issuance reviews (post partner review) of "higher" risk audit engagements. I also develop technical audit and accounting practice aids and learning content to help auditor's perform more effective audits.

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  BDO USA, LLP

  • Atlantic Region

  • Assitant Regional Technical Director

    • Nov 2021 - Jan 2023
    • Atlantic Region

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  CohnReznick LLP

  • United States
  • Accounting
  • 700 & Above Employee

  • Director - National Office Assurance

    • Jul 2019 - Nov 2021

    As a Director in the firm's National Office, I am an EQR / EQCR performing pre issuance reviews (post partner review) of "higher" risk audit engagements. I also develop technical audit and accounting practice aids and learning content to help auditor's perform more effective audits.

  • Senior Manager - National office

    • Jan 2015 - Jun 2019

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  Deloitte

  • Baltimore, Maryland Area

  • Senior Audit Manager

    • May 2012 - Sep 2014
    • Baltimore, Maryland Area

    ● Lead senior audit manager on 10-K and 10-Q filings and other non public Deloitte clients● Perform SOX audit under COSO framework and Communicated sox / internal control findings to CFO and audit committee● Prepare financial statements and related disclosures to ensure compliance with USGAAP or IFRS● Perform internal control processes and accounting procedures assessments● Lead senior audit manager on 2 audits with foreign material subsidiaries in Mexico & Dominican Republic.● Prepared several US GAAP memos regarding the accounting treatment including○ Revenue Recognition approach for Software as a Service (SaaS) technology client analyzing the client’s revenue recognition methodology considering the 4 criteria of revenue.○ Accounting for the Spin-Off of a Subsidiary considering the carve out accounting of a recent spin-off of several entities and the impact of this spin-off on the companies plan to go public.○ Distinguishing Liabilities from Equity determining the appropriate classification of preferred stock on the balance sheet.

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  Ribis Jones & Maresca CPAs

  • Director of For Profit Audit Services

    • Jan 2010 - May 2012

    ● Ribis Jones & Maresca is a full service CPA firm in the DC Metro Area.● Prepared several US GAAP memos regarding the accounting treatment including:○ ASC 810-10-05-8 Consolidation of Variable Interest Entities considering the clients methodology to consolidate a related entity that was an integral party of the beneficiary.○ ASC 480-10-25 Distinguishing Liabilities from Equity determining the appropriate classification of preferred stock on the balance sheet.○ ASC 820-10-30 Fair Value Measurement considering the initial implementation of fair value in the investment portfolio of an investment banking consulting firm

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  Armanino McKenna LLP

  • United States
  • Accounting
  • 700 & Above Employee

  • Senior Audit Manager

    • Jul 2006 - Dec 2009

    Managing Audits of Multiple Clients concurrently. Industries included Technology Companies, Manufacturing and Distribution Companies, Medical Groups, Solid Waste & Recycling Companies. Clients ranging in size from $10 million to $125 million. ● Lead senior audit manager on 25 annual audits● Lead senior audit manager on 4 audits with several foreign material subsidiaries in India, Slovenia, England, China and Israel.● Coordinate and review the work of others to ensure timely completion of engagements● Prepare financial statements with appropriate disclosures● Perform internal control processes and accounting procedures assessments● Communicated internal control findings to CFO and audit committee ● Successfully developed and implemented a paperless audit and review document management system for the entire audit department

  • Audit Manager

    • Jul 2004 - Jun 2006

    Managing Audits of Multiple Clients concurrently. Industries included Technology Companies, Manufacturing and Distribution Companies, Medical Groups, Solid Waste & Recycling Companies, Non-profits

  • Staff through Senior

    • Aug 1998 - Jun 2004

    Auditor and consultant to various technology Companies, Manufacturing and Distribution Companies, Medical Groups, Solid Waste & Recycling Companies,

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  BHP Billiton

  • San Francisco Bay Area

  • Financial Manager Trainee

    • May 1997 - Aug 1998
    • San Francisco Bay Area

    General Ledger accounting and reporting

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  GNC

  • Greater Pittsburgh Area

  • Staff Accountant

    • May 1995 - Jan 1997
    • Greater Pittsburgh Area

    General Ledger accounting and reporting