BRIAN P. BERTSCHA, CPA/MBA

*** ******* ******

Roseland, NJ 07068

973-***-**** Cell

acowi7@r.postjobfree.com

EXPERIENCE: PFI Group, Roseland NJ (2011-Present)

Senior Audit Manager - Nonprofits

. Adjunct Auditing professor at Caldwell University-

past 5 years

. Audits of 400+ nonprofits

. Board member presentations and Board and management

letters.

. Serve as part-time CFO for Church for past 6 years

. Prepare audit schedules and record adjusting entries

to close the books.

. Prepare depreciation schedules and analytical review

analysis of revenues.

. Detailed expense review with investigation into

unusual bills with missing documentation. Contract

analysis and prepare financial statements and

footnotes for nonprofits.

. Year-end tax returns for nonprofits including federal

990 preparation and NJCRI forms. Research of

technical issues and policy development for practice

(FASB, GAAS, GAAP). Federal corporate 1120,

partnership 1065, individual 1040, trust 1041, gift

709.

. IRS and State of NJ and NY client representation

before the IRS/attorney general.

. Prepare financial statements and tax returns for

nonprofits, commercial real estate, consultants,

lawyers, engineers, retailers,manufacturing &

wholesalers.

. Peer Reviews for approximately 20 CPA firms.

. Consultant to CPA firms for pre-issuance reviews of

A133 and 401k plan audits.

MBC, Livingston, NJ (1996-2010)

Senior Audit Manager -Nonprofits

. Supervision of 10 CPAs performing various audit,

accounting, tax and consulting services for over 400

non-profit organizations

. Serve as part-time CFO for various nonprofit clients

. Board member presentations on significant audit

issues

. Fraud investigations for employee misappropriation

and embezzlements

. Quality reviewer of firm's OMB A133 audit and review

work papers, financial statements and tax returns in

accord with technical requirements.

. Quality control for firm's A & A practice and

supervises staff for audit of various commercial and

non-profit audited, reviewed, and compiled financial

statements.

. Staff supervision and development, evaluations,

interviews, etc.

. FASB, GAAS, GAAP research technical issues and policy

development for practical application of new

pronouncements

. Fraud investigations for employee misappropriation

and embezzlements

. Review and preparation of 990 returns with new IRS

transparency and compliance initiatives

. Client representation before the IRS and the NJ State

Attorney General

. IRS-Offers in Compromise, Penalty abatements, Powers

of Attorney

. Continuing education development plans for staff and

administration of in-house continuing education

programs for 15 professionals

. Assistance to corporate entities to obtain financing

. Interviewing client executive directors and chief

financial officers

. Insurance coverage and risk analysis for advising

nonprofits

. Reorganizations and workout services for insolvent

nonprofits

PROFESSIONAL

STATUS: Certified Public Accountant, State of New Jersey

EDUCATION: Caldwell College, Caldwell, New Jersey

Masters in Business Administration, December 2009

Rutgers University, New Brunswick, New Jersey

Bachelor of Science, Accounting, May, 1983

ASSOCIATIONS: Member of American Institute of C.P.A.'s

Member of New Jersey Society of C.P.A.'s

VOLUNTEER: Coach for sports teams including soccer, basketball,

softball & lacrosse

NJSCPA Nonprofit Committee Member-10 Years

NJSCPA Cooperation with NJ Bankers Committee Chairperson-2 Years

West Essex YMCA - Former Board Member -2 Years

Roseland Recreation Boosters Association - Former Founding

Treasurer-5 Years

PERSONAL: Married with 3 Daughters...2 - Recent graduates of College of

New Jersey with CPA license and youngest daughter is high

school senior committed to attend and play lacrosse at

Cornell University

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