Functional Skills
Technical Accounting
Audit Readiness
Accounting
Certifications
CPACertified Public Accountant
Sector Experience
Business Services
Financial Services
Experience
DLA, LLC
Accounting
Manager, Accounting Advisory, Technical Accounting
5/2023 - Present
• Advise clients on new and complex accounting pronouncements and aid in the implementation.
• Assist clients in ensuring financial records are in accordance with GAAP.
• Review/prepare GAAP basis financial statements and disclosures.
• Review/prepare workpapers to support an audit.
• Review/assist with SEC Financial Report preparation.
• Assist companies with SOX 404 compliance.
• Assist clients in ensuring financial records are in accordance with GAAP.
• Review/prepare GAAP basis financial statements and disclosures.
• Review/prepare workpapers to support an audit.
• Review/assist with SEC Financial Report preparation.
• Assist companies with SOX 404 compliance.
Marcum
Accounting
Senior Manager, SEC Audit and Assurance
6/2022 - 5/2023
• Managed completion of planned integrated audit and quarterly reviews of large, accelerated SEC filer including reviewing records and procedures for accuracy to accomplish objectives and appraised policies and plans under audit review.
• Aided in the technical research and accounting for complex transactions including stock-based compensation, equity and liability warrants, derivatives, business combinations, fair value accounting, etc.
• Trained, developed and provided performance management initiatives to audit staff and seniors.
• Reviewed engagement work papers and financial statements ensuring compliance with technical and regulatory standards.
• Aided in the technical research and accounting for complex transactions including stock-based compensation, equity and liability warrants, derivatives, business combinations, fair value accounting, etc.
• Trained, developed and provided performance management initiatives to audit staff and seniors.
• Reviewed engagement work papers and financial statements ensuring compliance with technical and regulatory standards.
Baker Tilly LLP
Accounting
Manager, Audit and Assurance
9/2014 - 6/2022
• Managed completion of planned audits, reviewed records and procedures for accuracy to accomplish objectives and appraised policies and plans under audit review.
• Aided in the research and implementation of new accounting pronouncements including ASC 606 and ASC 842.
• Managed projects and performed research on special accounting transactions including business combinations and hedge accounting.
• Trained, developed and provided performance management initiatives to audit staff.
• Managed and coached teams of up to 6 individuals on audit projects.
• Aided in the research and implementation of new accounting pronouncements including ASC 606 and ASC 842.
• Managed projects and performed research on special accounting transactions including business combinations and hedge accounting.
• Trained, developed and provided performance management initiatives to audit staff.
• Managed and coached teams of up to 6 individuals on audit projects.