Lauren Bologno, CPA

Experience

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  Withum

  Oct 2010 - Apr 2017

  - Planned and executed audits, reviews, and compilations of companies of various industries and size.- Reported to partners while delegating and reviewing work of staff.- Managed staff of up to five at one time, providing real-time, on-site feedback and completes formal monthly and annual evaluations of their performance.- Documented walkthroughs of internal controls of various industry clients in accordance with COSO and providing recommendations for improvement as needed.- Prepared and reviewed a variety of tax return Forms including 1040, 1065, 1120, 1120-S, and various state Form's.- Prepared corporate tax provisions- Prepared engagement budgets and monitored realization of engagements in real-time.- Experienced in ERISA audits and ERISA compliance for pension, 401(k), 403(b), and profit sharing plans.- Involved in formal annual staff training, which included reviewing training materials and presenting sessions such as internal control understanding and walkthroughs, and how to use Computer Assisted Auditing Techniques (CAAT's).- Participated in recruitment activities for the firm's incoming classes of interns and new hires- Career Coach and Mentor to new hires.- Engaged in networking activities with bankers, attorneys, and other professional organizations. Show less

  • Manager

    Jul 2015 - Apr 2017

  • Supervisor

    Jul 2014 - Jun 2015

  • Senior Accountant

    Jul 2013 - Jun 2014

  • Staff II Accountant

    Jul 2012 - Jun 2013

  • Staff I Accountant

    Oct 2010 - Jun 2012
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  Lime Energy

  Apr 2017 - Sept 2020

  -Manages a team of 10 accountants and financial associates-Responsible for month-end close in accordance with GAAP and PCAOB-Reports project level, departmental level margins of a very high-volume project business-Reconciles the operational platform of the business to the accounting ledger on a month-to-month basis-Reduced month-end close from 18 days to under 10 days-Facilitates the external audit and bank/collateral audits-Reviews accounting standard updates and evaluates application to the entity-Prepares accounting memo's to support adoption and transition of new ASU's, including ASC 606-Reviews internal reporting of the organization and breakout of departmental results, including analytical commentary of results to deliver to key stakeholders-Prepares the Company's income tax provision-Responsible for state tax compliance and reviews and files monthly and quarterly state tax returns-Manages relationship with ERP system consultants-Reviews month-end reconciliations in the Blackline system-Continuously improving day-to-day functions of the associates including creating new reports for billing, streamlining AP, and instituting deadlines for expense reporting, invoice approvals, and invoice entries-Re-established the Company's bad debt methodology-Recruiting and interviewing for new positions as necessary Show less

  • Assistant Controller

    Jan 2019 - Sept 2020

  • Accounting Manager

    Apr 2017 - Dec 2018
• 

  AHEAD

  Sept 2020 - now

  Vice President Operations

  CDI is now part of AHEAD, a leading provider of platforms for digital business.

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  CDI LLC

  Sept 2020 - now

  • Vice President Operations

    Dec 2023 - now

  • Corporate Controller

    Sept 2020 - Nov 2023