Rami Wahdan
Miramar,FL
Overview
20
20
years of professional experience
Work History
Financial Reporting Manager
OptimumBank
Fort Lauderdale, Florida
04.2025 - 12.2025
- Oversee the regulatory filings process of Form 10-K, Form 10-Q, and Form 8-K including XBRL tagging and filing with the Security and Exchange Commission ("SEC") related to OptimumBank Holdings, Inc., coordinating cross-functional input from Accounting, Legal, Investor Relations, and Finance to ensure accurate, timely reporting and adherence to filing deadlines including the preparation of quarterly and annual consolidated financial statements in compliance with the Accounting Principles Generally Accepted in the United States of America ("U.S. GAAP") and SEC rules as well as the preparation of earnings release document filed with the SEC as part of Form 8-K.
- Oversee all the required regulatory filings with the New York Stock Exchange ("NYSE American") and ensure timely submission of the required Form 8-K and SEC filings. Prepare and submit Written Affirmations including press releases on material corporate developments.
- Developed U.S. GAAP and SEC disclosure checklists for Form 10-K and Form 10-Q, ensuring comprehensive compliance and accuracy.
- Led implementation of internal controls over financial reporting under FDICIA Readiness, enhancing financial reporting integrity and compliance.
- Oversee the process of monitoring newly issued Accounting Standard Updates ("ASU") issued by the Financial Accounting Standards Board and ensure that proper projects are put in place to ensure compliance with the implementation dates of such ASUs.
- Review of OptimumBank's accounting policies and propose recommendations for enhancement and compliance with U.S. GAAP.
- Interact directly with the Chief Financial Officer to report the status of SEC filings, NYSE American filings as well as FDICIA Readiness and other ongoing projects; and
Audit Manager
PricewaterhouseCoopers LLP
Miami, Florida
11.2022 - 10.2024
- Lead the audit of most revenue streams for an SEC entity with over $11 billion in total revenue;
- Conduct audit in accordance with the auditing standards of Public Company Accounting Oversight Board ("PCAOB") and Auditing Standards Generally Accepted in the United States of America ("U.S. GAAS");
- Deliver audit service for SEC and non-SEC entities in transportation & logistics, manufacturing of construction materials industries;
- Reviewed SOX controls, assessed clients' business cycles, evaluated control environments, and recommended improvements to internal controls and remediation plans for identified deficiencies;
- Conducted regular meetings with management and governance to discuss audit status, accounting issues, and recommended actionable solutions;
- Reviewed and reassessed the reasonableness of accounting estimates made by clients and recommended appropriate adjustments.
- Supervise the audit team, control the progress of the audit work and update the engagement partner of the progress and the status of the audit work and the issues encountered during the course of the audit.
- Review of the SEC filings (i.e., Form 10-K, Form 10-Q, and Form 8-K) and financial statements prepared by the clients and financial statements prepared by clients to ensure their compliance with U.S. GAAP and International Financial Reporting Standards ("IFRS").
- Engaged directly with Audit Quality Reviewers and National SEC Services team to discuss and resolve audit findings.
- Oversaw financial aspects of engagement, ensuring accurate budgeting and resource allocation, including additional billings, to support profitability.
- Compiled comprehensive reports for statutory audit purposes, ensuring compliance with relevant regulations. for statutory audit purposes;
- Coach/mentor team members to assist them in their career growth and development; and
Assurance Manager
PricewaterhouseCoopers LLP
Amman, Jordan
04.2017 - 10.2022
- Led quality function by conducting reviews of Service Delivery Center deliverables, performing root cause analysis of issues, and reporting findings to management and board of governance;
- Oversaw process workflow from inception to final review, coaching team to master services with high quality and efficiency;
- Perform the ongoing monitoring of controls & processes related to all functions of the SDC as part of the support of the system of quality management ("SoQM");
- Communicated with audit teams across Middle East region to collect feedback on execution of work requests.
- Review the work prepared by the team against the user guide, agreed deadlines and quality standards.
- Maintained and updated Assurance applications and their related user guides.
- Deliver training on audit methodologies and tools.
- Coached team members on professional skills development. and
Audit Manager
PricewaterhouseCoopers LLP
Kansas City, Missouri
11.2014 - 09.2016
- Deliver audit service for SEC and non-SEC entities in banking, asset & wealth management, and food products industries;
- Participate in the audit of a banking entity with over $300 billion in total assets and over $9 billion in total income;
- Participated in the audit of investment funds with over $450 billion of net assets value.
- Conduct audit in accordance with PCAOB and U.S. GAAS;
- Review of the SEC filings (i.e., Form 10-K, Form 10-Q, and Form 8-K) and financial statements prepared by the clients and ensure its compliance with U.S. GAAP and IFRS;
- Review of SOX controls, the understanding of clients' business cycles, evaluation of control environment and recommendation on improvements to internal controls & remediation plans in case of identifying any deficiencies/weaknesses;
- Review, reassess and discuss the reasonableness of the accounting estimates made by the clients and recommend the appropriate adjustments as needed;
- Supervise the audit team, control the progress of the audit work and update the engagement partner of the progress and the status of the audit work and the issues encountered during the course of the audit.
- Facilitated meetings with management and governance to discuss business updates, audit status, and accounting issues, providing actionable recommendations;
- Interact directly with the Audit Quality Reviewers and National SEC Services team.
- Oversaw financial aspects of audit engagements to ensure profitability through effective management of additional billings.
- Reviewed compliance with company policies and procedures. and
- Mentored team members to support their career growth and development in audit practices.
Audit Associate - Manager
PricewaterhouseCoopers LLP
Riyadh, Saudi Arabia
04.2006 - 10.2014
- Lead the audit of a publicly traded banking entity with over $21 billion in total assets and over $500 million in total income;
- Deliver audit service for publicly and non-publicly traded entities in banking, asset & wealth management, industrial products, retail & consumer, health care providers, hospitality & entertainment industries;
- Conduct audit in accordance with International Standards on Auditing ("ISA");
- Supervise the audit team, control the progress of the audit work and update the engagement partner of the progress and the status of the audit work and the issues encountered during the course of the audit;
- Facilitated regular meetings with management and governance to discuss audit status, address accounting issues, and provide actionable solutions.
- Review of Clients' controls, the understanding of clients' business cycles, evaluation of control environment and recommendation on improvements to internal controls & remediation plans in case of identifying any deficiencies/weaknesses;
- Evaluated and discussed reasonableness of clients' accounting estimates, recommending necessary adjustments to enhance financial reporting accuracy.
- Review of the financial statements prepared by the clients and ensure its compliance with IFRS;
- Prepare and review the IFRS disclosure checklist related to financial statements of the clients.
- Interact directly with the Audit Quality Reviewers and Risk & Quality Services team;
- Oversaw engagement economics, managing additional billings to ensure alignment with profitability targets;
- Coach/mentor team members to assist them in their career growth and development.
- Engaged with clients to identify potential growth opportunities. and
Education
Bachelor in Business Sciences - Accounting
Applied Science University
Amman, Jordan07-2002
Skills
- Financial regulatory knowledge
- Financial compliance standards
- Financial statement analysis
- Data visualization tools
- Microsoft 365 proficiency
- Google Workspace tools
- Team leadership
- Client relationship management
- Team collaboration skills
- Persuasion and communication
Affiliations
- Certified Public Accountant, New Mexico Public Accountancy Board October 2007 – Current
- Certified Public Accountant, Florida Department of Business and Professional Regulation November 2023 – Current
- Member of the Association of International Certified Professional Accountants ("AICPA"), USA November 2022 – Current
LANGUAGES:
Fluent in spoken and written Arabic and English
REFERENCES:
Available upon request
Timeline
Financial Reporting Manager
OptimumBank
04.2025 - 12.2025
Audit Manager
PricewaterhouseCoopers LLP
11.2022 - 10.2024
Assurance Manager
PricewaterhouseCoopers LLP
04.2017 - 10.2022
Audit Manager
PricewaterhouseCoopers LLP
11.2014 - 09.2016
Audit Associate - Manager
PricewaterhouseCoopers LLP
04.2006 - 10.2014
Bachelor in Business Sciences - Accounting
Applied Science University