Dan Rotkewicz
Stamford,CT
Summary
Highly qualified Audit Senior with experience in both the technology and commercial industries. Enjoys analytical and creative problem solving while getting exposure to multiple key business functions. Lead client audit engagements, including planning, execution of fieldwork, supervision of staff, and completion of final deliverables to the client.
Overview
5
5
years of professional experience
Work History
Staff Associate, Audit Services
Forvis Mazars, LLP
09.2022 - Current
- Perform finacial statement audits for large and mid-size private and public companies, with a focus in the Media, Technology, and Commerical industries
- Delegate tasks amongst the audit team, leveraging on individual strengths and providing opportunities for professional growth
- Engage in frequent communication of audit findings and the status of the engagement with clients and firm personnel on all business levels to ensure both internal and client deadlines are met
- Prepare audited financial statements and related footnotes in accordance with GAAP
- Assist client in new accounting standards and technical areas such as ASC 326, ASC, 350, ASC 606, ASC 718, and ASC 842
- Contribute to the firm's growth by attending and presenting at campus recruiting events in the northeast region
- Ensure self-professional development by attending both internal and external trainings sponsored by the firm
Senior Financial Apprentice
Michael Oana Retirement Planning Specialist
06.2019 - 07.2022
- Led apprentice team including hiring, training and special projects ranging from client service to portfolio analysis
- Worked closely with clients to understand their goals, devising plans to achieve them based on market trends
- Managed client marketing, utilizing multi-channel marketing strategies to keep clients engaged
- Developed speaker series that provided market updates
Education
Bachelor of Science - Accounting, Economics
University of South Carolina
12.2019
Skills
- CCH ProSystems fx Engagement
- Microsoft Office
- Netsuite
- QuickBooks
- Caseware
- Strong Communicator
- Attention to Detail
- Self-Starter
- Proven Trainer
Activities
- BETA THETA PI, Treasurer, Responsible for budget creation, approval, and execution, ensuring all fraternity expenses were appropriately managed. ($200K Annually)
- THE CAROLINA FUND, Member, A student managed mock investment portfolio focused on the basics of financial analysis, valuation, and financial modeling, in an interactive learning environment.
- CHILDREN’S CAFÉ, Volunteer, Serving underprivileged youth in greater Columbia, SC area.
Timeline
Staff Associate, Audit Services
Forvis Mazars, LLP
09.2022 - Current
Senior Financial Apprentice
Michael Oana Retirement Planning Specialist
06.2019 - 07.2022
Bachelor of Science - Accounting, Economics
University of South Carolina
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