Jeremy Schwartz, CPA

Jeremy schwartz, cpa

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  • Timeline

  • About me

    VP of Finance at National Philanthropic Trust

  • Education

    • Temple university

      2004 - 2008
      Bba accounting
  • Experience

    • Baker tilly us, llp

      Jul 2008 - Aug 2022
      Senior manager

      Responsible 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 2022
      Senior manager
    • National philanthropic trust

      Sept 2022 - now
      Vice president finance
  • Licenses & Certifications

    • Certified public accountant

      Pennsylvania department of accountancy
      Dec 2010
    • 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
      CONGREGATION OR AMI IVY RIDGE JEWISH COMMUNITY CENTERAssociated with Jeremy Schwartz, CPA
    • Finance Secretary

      Issued by CONGREGATION OR AMI IVY RIDGE JEWISH COMMUNITY CENTER on Sept 2020
      CONGREGATION OR AMI IVY RIDGE JEWISH COMMUNITY CENTERAssociated with Jeremy Schwartz, CPA
    • Program Committee

      Issued by Healthcare Financial Management Association (HFMA) on Jan 2016
      Healthcare Financial Management Association (HFMA)Associated with Jeremy Schwartz, CPA