Experience

Firefighters First Credit Union

• United States
• Financial Services
• 100 - 200 Employee

• Vice President Internal Audit

  • May 2022 - Present

  Los Angeles, California, United States



RKL LLP

• United States
• Accounting
• 300 - 400 Employee

• Senior Manager

  • Sep 2021 - May 2022

  Exton, Pennsylvania, United States

• Manager

  • Jan 2019 - Sep 2021

  Exton, Pennsylvania



Police and Fire Federal Credit Union

• United States
• Banking
• 300 - 400 Employee

• VP Internal Audit Manager

  • Nov 2015 - Jan 2019

  Philadelphia, Pennsylvania, United States



Beneficial Bank

• United States
• Banking
• 200 - 300 Employee

• AVP, Audit Supervisor

  • Apr 2015 - Nov 2015

  Philadelphia, Pennsylvania, United States

• Senior Auditor

  • Jun 2014 - Apr 2015

  Philadelphia, PA

• Sr. Staff Auditor 2

  • Jan 2012 - Jun 2014

  Philadelphia, PA • Responsible for developing all preliminary planning documents, including announcement memos to department management, planning memos, audit programs, and prior year audit follow-up. • Rollforward previous process narratives, perform walkthrough procedures with department management and staff, and update narrative accordingly. • Perform all aspects of initiated audit fieldwork, including lead sheets and test sheets for each of the respective sections from the audit program, identify and… Show more • Responsible for developing all preliminary planning documents, including announcement memos to department management, planning memos, audit programs, and prior year audit follow-up. • Rollforward previous process narratives, perform walkthrough procedures with department management and staff, and update narrative accordingly. • Perform all aspects of initiated audit fieldwork, including lead sheets and test sheets for each of the respective sections from the audit program, identify and evaluation of all controls, deficiencies, and the recognition of mitigating controls. • Draft exception summaries and audit reports for department management detailing audit procedures performed, including any deficiencies and best practice recommendations, and overall audit rating. • Compliance with PCAOB Standards and internal control testing in accordance with Section 404 of the Sarbanes-Oxley Act. Areas include both financial and operational, specifically Accounts Payable, Prepaids, Leases, Fixed Assets, Investments, Loan Operations, Credit and Deposits.



ParenteBeard

• Accounting
• 200 - 300 Employee

• Staff Accountant III

  • Oct 2009 - Jan 2012

  Malvern, Pennsylvania, United States • Experience included completing all aspects of audits including planning, risk assessments, substantive and control testing, and analytical reviews for financial institutions, not-for-profit entities, employee benefit plans and insurance companies • Experience with Topic 310 (Loan Impairment), Topic 320 (Investments and OTTI), Topic 450 (Contingencies), Topic 820 (Fair Value Disclosures) • Experience in performing audits of SEC issuers in compliance with PCAOB Standards and internal… Show more • Experience included completing all aspects of audits including planning, risk assessments, substantive and control testing, and analytical reviews for financial institutions, not-for-profit entities, employee benefit plans and insurance companies • Experience with Topic 310 (Loan Impairment), Topic 320 (Investments and OTTI), Topic 450 (Contingencies), Topic 820 (Fair Value Disclosures) • Experience in performing audits of SEC issuers in compliance with PCAOB Standards and internal control testing in accordance with Section 404 of the Sarbanes-Oxley Act • Identification and evaluation of control deficiencies, including the identification of mitigating controls Show less



Morison Cogen LLP

• Intern

  • Jan 2008 - Oct 2008

  Bala-Cynwyd, Pennsylvania, United States Tax Assistant Intern • Prepared over 75 individual income tax returns ranging from $10,000 to $10,000,000 in adjusted gross income between January and April 2008. • Prepared numerous corporate, partnership, and fiduciary tax returns for the 2007 tax season. Staff Accountant • Construct and distribute auditing confirmation, distribution, and loan letters to verify to clients their most recent statement balances. • Organize trial balances, income statements, statements of… Show more Tax Assistant Intern • Prepared over 75 individual income tax returns ranging from $10,000 to $10,000,000 in adjusted gross income between January and April 2008. • Prepared numerous corporate, partnership, and fiduciary tax returns for the 2007 tax season. Staff Accountant • Construct and distribute auditing confirmation, distribution, and loan letters to verify to clients their most recent statement balances. • Organize trial balances, income statements, statements of cash flow, and statements of retained earnings for individuals and corporations. • Prepaid individual 1040 income tax returns in which clients extended their due date till October 15, 2008 Show less