Seasoned auditing professional adept at performing risk assessment procedures on key business activities and processes. Accomplished in making efficient recommendations for improvements. Knowledgeable of business and financial language and processes.
Overview
20
20
years of professional experience
1
1
Certification
Work History
Audit Senior
RICH & BANDER LLP
New York, NY
2021.03 - Current
Coordinate day-to-day “in-charge” duties of planning, fieldwork and wrap-up for audit engagements, specializing in Not-for-Profit and Private For-Profit clients.
Developed and implemented corrective actions to bring business areas in line with standards.
Enhanced audit controls by improving planning and testing processes.
Interviewed business owners, explained audit scope and conducted exit interviews of audit findings.
Prepare financial statements including required footnote disclosures and supplemental schedules.
Identified management control weaknesses and provided value added suggestions for remediation.
Prepared working papers, reports and supporting documentation for audit findings.
Maintained professional knowledge by attaining at least 40 credits annually in accounting and auditing certified professional education trainings.
Experienced Audit Senior
BDO USA LLP
New York, NY
2015.01 - 2020.07
Coordinate day-to-day “in-charge” duties of planning, fieldwork and wrap-up for audit engagements, specializing in Not-for-Profit, Healthcare, Employee Benefit Plans and Single Audits (formally OMB Circular A-133).
Coordinate with Manager, Senior Manager, and Partner on all phases of audit engagement, including execution of engagement letter, communications with client, staffing requirements and job planning.
Obtain and documents basic understanding of clients' internal control policies and procedures, test its operating effectiveness and develop recommendations for areas of improvements.
Evaluated design and operating effectiveness of audit areas.
Complete audit work papers and perform audit test procedures on high-risk areas significant to financial statements.
Supervise and offer guidance to less experienced staff.
Prepare financial statements including required footnote disclosures and supplemental schedules.
Prepare audit reports and management letters to be presented to Board of Directors, Finance, and Audit Committees, that communicate audit findings, recommendations and suggestions of improvements of business operations, expense reductions and revenue streams.
Audit Senior
BUCHBINDER, TUNICK & COMPANY LLP
New York, NY
2009.01 - 2014.12
Responsible for all aspects of risk-based financial audits.
Industries include not-for-profit and various types of employee benefit plan organizations.
Perform review and compilation engagements for not-for-profit clients.
Manage engagements as in-charge senior, overseeing 2-4 audit staff by reviewing work-papers and providing guidance.
Preparing financial reports for clients including any industry specific required disclosures, as well as associated governmental and regulatory filings.
Review internal control structures and make recommendations that result in overall operational efficiency and reduction in cost.
Identified control gaps in processes, procedures and systems through in-depth research and assessment and suggested methods for improvement
Perform non-attest work such as monthly and year-end journal entries, reconciling cash and other balance sheet accounts, write-up of investments, and various other bookkeeping duties.
Responsible for interfacing with clients during and after each engagement.
Ability to resolve complex accounting and auditing issues and apply standards consistently.
Audit Semi-Senior
MARGOLIN, WINER & EVENS LLP
Garden City, NY
2007.12 - 2008.10
Experience with manufacturing distribution clients with revenues exceeding $60 million.
Responsible for supporting audit team in all aspects of audit process.
Worked on assigned segments of audit, accounting, and tax engagements.
Prepared select individual and partnership tax returns.
Audit Supervisor, Audit Senior
ABRAMS, HERDE AND MERKEL, LLP/ CPA
Lake Success, NY
2001.06 - 2007.12
Supervised and evaluated over 10 staff of field auditors who conduct payroll compliance audits for labor organizations.
Monitored and maintained compliance reviews in accordance with AICPA's attestation standards.
Review of underlying Collective Bargaining Agreement(s) and trust Agreement(s) in order to identify procedures or processes that will be necessary to ensure thorough, efficient payroll examination.
Implemented new management strategies that increased firm's productivity.
Addressed and resolved various engagement issues such as budgeting and collective bargaining agreement interpretation issues.