Jorey Ferraro
Fountain Hill,PA
Summary
Results-driven Assurance Manager with expertise in financial auditing and analysis. Proven track record of enhancing operational efficiency, ensuring GAAP and PCAOB compliance, and mentoring junior staff. Ready to lead audit teams to achieve excellence.
Overview
6
6
years of professional experience
Work History
Assurance Manager
CBIZ
San Francisco, California
11.2024 - Current
- Led audit teams in performing private and public financial statement audits for Technology and Life Sciences industries.
- Technical accounting research and evaluation of various topics such as ASC 606, 842, and 805 for proper accounting conclusions
- Review of SEC filings such as 10-Qs, 10-Ks, and registration statements
- Managed risk assessment processes to identify critical areas of concern.
- Collaborated with cross-functional teams to improve service delivery and operational efficiency.
- Analyzed complex financial data, supporting audit conclusions and recommendations.
- Provided guidance to staff on accounting principles and standards.
- Ensured proper maintenance of assurance-related documentation per corporate policies.
- Evaluated internal controls over financial reporting processes to enhance compliance.
- Mentored three junior staff members as career counselor, fostering professional growth.
- Managed the issuances of comfort letters and registration statements.
- Monitored budget versus actual and team scheduling.
Assurance Manager
Marcum LLP
San Francisco, California
09.2024 - 11.2024
- Led audit teams in performing private and public financial statement audits for Technology and Life Sciences industries.
- Technical accounting research and evaluation of various topics such as ASC 606, 842, and 805 for proper accounting conclusions
- Review of SEC filings such as 10-Qs, 10-Ks, and registration statements
- Managed risk assessment processes to identify critical areas of concern.
- Collaborated with cross-functional teams to improve service delivery and operational efficiency.
- Analyzed complex financial data, supporting audit conclusions and recommendations.
- Provided guidance to staff on accounting principles and standards.
- Ensured proper maintenance of assurance-related documentation per corporate policies.
- Evaluated internal controls over financial reporting processes to enhance compliance.
- Mentored a junior staff member as a career counselor, fostering professional growth.
- Managed the issuances of comfort letters and registration statements.
- Monitored budget versus actual and team scheduling.
Assurance Supervisor
Marcum LLP
San Francisco, California
08.2023 - 09.2024
- Led audit teams in performing private and public financial statement audits for Gaming, Technology and Life Sciences industries.
- Technical accounting research and evaluation of various topics such as ASC 606, 842, and 805 for proper accounting conclusions
- Review of SEC filings such as 10-Qs, 10-Ks, and registration statements
- Managed and developed high-performing teams to ensure service excellence.
- Reviewed financial statements for compliance with relevant regulations and standards.
- Analyzed financial statements for accuracy, completeness and conformance with established standards.
- Ensured that all assurance-related documentation is properly maintained according to corporate policies and procedures.
- Assisted with issuances of comfort letters and registration statements.
Assurance Senior Associate
Marcum LLP
San Francisco, California
12.2021 - 08.2023
- Assisted in leading audit teams in performing private and public financial statement audits for Gaming, digital assets, Technology and Life Sciences industries
- Technical accounting research and evaluation of various topics such as ASC 606, 842, and 805 for proper accounting conclusions
- Review of SEC filings such as 10-Qs, 10-Ks, and registration statements
- Assist in detailed testing procedures of the balance sheet and income statement accounts as well as testing of financial statements and disclosures
- Review and audit all business cycles
- Answer client calls and emails in a timely manner and with a solution-oriented approach
- Produce quality service and statements for the in-charge/manager to review with minimal corrections
- Proactively inform engagement team of work status and request information from client as needed
- Establish and ensure client deliverables are met within expectations
- Supervise Associates and Interns on engagements and provide guidance as needed
- Performed analytical testing
Senior Audit Associate
RKL LLP
York, PA
09.2021 - 10.2021
- Conducted private audits relating to not for profits and construction industries, as well as, employee benefit plans
- Assist in detailed testing procedures of the balance sheet and income statement accounts as well as preparation and testing of financial statements and disclosures
- Review and audit business transaction cycles such as treasury, cash, capital expenditures, and other income and expenses
- Visit client onsite for required audits and/or other financial inquiries
- Answer client calls and emails in a timely manner and with a solution-oriented approach
- Produce quality service and statements for the in-charge/manager to review with minimal corrections
- Read prior year financial statements and client website and actively seek out information from team members to gain understanding of client business and industry
- Proactively inform engagement team of work status and request information from client as needed
- Establish and ensure client deliverables are met within expectations
- Supervise Associates and Interns on engagements and provide guidance as needed
- Performed analytical testing
Audit Associate
RKL LLP
York, PA
09.2019 - 08.2021
- Assist in detailed testing procedures of the balance sheet and income statement accounts as well as preparation and testing of financial statements and disclosures
- Review and audit business transaction cycles, such as treasury, cash, capital expenditures, and other income and expenses.
- Assisted in analytical procedures.
- Conducted private audits relating to not for profits and construction industries, as well as, employee benefit plans
Education
Bachelor of Arts - Criminal Justice - Intelligence
DeSales University
Center Valley, PA08-2019
Bachelor of Science - Accounting - Forensics
DeSales University
Center Valley, PA05-2019
Skills
- CCH engagement and Caseware
- GAAP and PCAOB compliance
- Financial auditing and analysis
- Team management and mentoring
- Attention to detail
- Project management
- Problem solving strategies
- Staff development and training
- Risk assessment and internal controls
- Technical accounting matters research and analysis
Timeline
Assurance Manager
CBIZ
11.2024 - Current
Assurance Manager
Marcum LLP
09.2024 - 11.2024
Assurance Supervisor
Marcum LLP
08.2023 - 09.2024
Assurance Senior Associate
Marcum LLP
12.2021 - 08.2023
Senior Audit Associate
RKL LLP
09.2021 - 10.2021
Audit Associate
RKL LLP
09.2019 - 08.2021
Bachelor of Arts - Criminal Justice - Intelligence
DeSales University
Bachelor of Science - Accounting - Forensics
DeSales University