
Timeline
About me
VP of Finance at National Philanthropic Trust
Education

Temple university
2004 - 2008Bba accounting
Experience

Baker tilly us, llp
Jul 2008 - Aug 2022Senior managerResponsible for effectively designing, coordinating and executing audits for a diversified client based in the healthcare, non-profit, and real estate industries with annual revenues up to $1 billion.Responsible for many aspects of the audit, including planning the engagement, performing fieldwork, resolving audit and accounting issues and preparing and delivering financial statementsConduct audits to ensure compliance with United States Generally Accepted Accounting PrinciplesOrganize and implement various audit strategies based on the risk assessment and client service planResponsible for training, supervision and evaluation of up to 4 senior and staff accountants for multiple engagement teamsApply interpersonal skills within audit engagement teams and client interaction to foster a productive, efficient and effective audit processResearch and evaluate complex accounting issues related to US GAAP, period-end financial reporting procedures and fraud risk assessmentsPossess strong analytical skills which are utilized throughout the audit processFacilitate technical training programs for new-hires on a bi-annual basis.Review processes and controls and provide recommendations to management and board members for improvements that have operations and fiscal impacts. Show less

Baker tilly virchow krause, llp
Jul 2008 - Aug 2022Senior manager
National philanthropic trust
Sept 2022 - nowVice president finance
Licenses & Certifications

Certified public accountant
Pennsylvania department of accountancyDec 2010.webp)
Certified healthcare financial professional (chfp)
Healthcare financial management association (hfma)Feb 2017
Volunteer Experience
Treasurer, Board of Directors Trustee
Issued by CONGREGATION OR AMI IVY RIDGE JEWISH COMMUNITY CENTER on Jul 2021
Associated with Jeremy Schwartz, CPAFinance Secretary
Issued by CONGREGATION OR AMI IVY RIDGE JEWISH COMMUNITY CENTER on Sept 2020
Associated with Jeremy Schwartz, CPAProgram Committee
Issued by Healthcare Financial Management Association (HFMA) on Jan 2016
Associated with Jeremy Schwartz, CPA
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