Karl Berman
Chesapeake,VA
Summary
Accomplished CPA with a robust background in audit and financial analysis, recognized for enhancing audit quality and efficiency through cutting-edge planning and risk assessment procedures, effective team leadership, and industry-leading technical accounting research. Proven ability to deliver high-quality financial reporting for significant clients, streamlining processes and ensuring compliance with regulatory guidelines.
Overview
1
1
Certification
7
7
years of professional experience
Work History
Senior Audit Associate
KPMG LLP
Norfolk, VA
03.2022 - Current
- Manage teams to deliver audit opinions to a diverse set of industry-leading clients in compliance with audit and industry standards.
- Conduct technical accounting research and develop conclusions, ensuring compliance with accounting and reporting requirements.
- Ensure prompt delivery of high-quality financial reporting using Workiva, streamlining drafting process for multiple sets of financials.
- Lead and develop team members by providing regular, up-front feedback in a structured manner.
Business Analyst
CBIZ
Indianapolis, IN
01.2021 - 03.2022
- Advised clients engaged in M&A, litigation, and estate planning activities, to enhance strategic decision-making accuracy.
- Conducted detailed financial analyses utilizing complex models to estimate fair value.
- Provided written deliverables to clients, effectively communicating findings to facilitate informed financial planning.
Financial Analyst
Bone Dry Roofing
Indianapolis, IN
09.2019 - 01.2021
- Managed month-end close and financial statement preparation, ensuring accuracy and compliance with accounting standards.
- Developed accounting SOPs to standardize processes, enhancing efficiency and quality of financial reports.
- Implemented Velixo Reporting Add-In to automate repetitive tasks, minimizing human error and streamlining reporting processes.
Education
Bachelor of Science - Business Administration
Indiana University, Bloomington
Bloomington, INSkills
- Auditing and accounting
- Financial reporting
- Technical accounting research
- Period-end close
- Valuation analysis
- Cash flow management
- Workiva, SAP, NetSuite, CCH
- Advanced M365 (incl Excel)
- Microsoft Power BI
- Alteryx Designer
- Systems implementations
- Time management
- Business relationships
Certification
- Certified Public Accountant
Virginia Board of Accountancy Credential ID# 51983
ADDITIONAL EXPERIENCE
Hospitality Industry Operations & Leadership
10 years of progressive experience, from rolling pizza dough and waiting tables to designing SOPs and managing the inventory process.
Timeline
Senior Audit Associate
KPMG LLP
03.2022 - Current
Business Analyst
CBIZ
01.2021 - 03.2022
Financial Analyst
Bone Dry Roofing
09.2019 - 01.2021
Bachelor of Science - Business Administration
Indiana University, Bloomington