Quality Assurance Accounting

RELEVANT EXPERIENCE

ROTHSTEIN, KASS & COMPANY, P.C.

Exposed to private equity and strategic clients seeking targets in the

following industries: pharmaceutical, manufacturing, staffing, and

development-stage companies

Senior Associate, Transaction Advisory Services Roseland, NJ

Feb. 2008 - Sept. 2010

. Assist clients in realizing business growth strategies by preparing

compilations of financial statement forecasts and projections for use in

negotiations with financial partners

o Document assumptions underlying the projection or forecast

o Prepare income statement, balance sheet and statement of cash flow

for projection period linked to the assumptions

o Prepare financial statement notes detailing the accounting

policies, reason for projection, and assumptions

. Prepare financial analysis on target companies for clients in M&A

transactions: working capital, ratio analysis, days sales outstanding,

days payables outstanding, days inventory on hand, quality of earnings,

income statement and balance sheet analysis in Microsoft Excel as part of

an overall target company due diligence engagement

. Assisted the firm in developing a standardized process for financial due

diligence engagements from proposals and pitch decks to final

deliverables.

o As part of the process, developed excel templates to be used in

financial analyses, a financial due diligence work program,

standardized request list, and a standard PowerPoint report

deliverable thus contributing to the firm's ability to present a

more consistent deliverable and better realization on engagements.

. Analyze target companies in a variety of industries

. Assist buyers in merger and acquisition transactions analyze both

qualitative and quantitative aspects of a target in order to identify

potential deal breakers

. Participate in interviews with clients, target management, accounting

personnel and target company's independent accounting firm in order to

better understand the target's history, business model, income statement

and balance sheet fluctuations and segregation of duties in the

accounting functions

. Reduced fieldwork and time to delivery of a consolidation financial

package thereby contributing to superior client service

o Process includes obtaining financial statements of parent company,

subsidiary and joint venture; putting the data into an excel model

and preparing a consolidated package for delivery to external

auditors

KPMG LLP

Exposed to private equity and strategic clients seeking targets in the

following industries: manufacturing, consumer products, and

telecommunications

Associate, Transaction Services, Financial Due Diligence New York, NY

Sept. 2006 - Feb. 2008

. As part of a project team, help assess a target company's financial

performance with buy-side situations on behalf of merger and acquisition

clients.

. Calculate business analyses on target companies and/or markets for the

purpose of validating key assumptions and drivers.

. Build MS Excel models representing target companies including income

statements, balance sheets, and cost build-ups and review KPMG or client

models for accuracy

. Analyze business plans and pro-forma financial models to help identify

key business assumptions and value drivers

. Understand target business and key issues in proposed deal

. Identify non recurring items that affect current and future earnings

. Identify questions and attend meetings with target management

. Manage smaller teams in order to complete specified project objectives

. Perform market research through a variety of business sources

. Contribute to the development and presentation of final client

deliverables

ERNST & YOUNG, LLP Lyndhurst, NJ Sept.

2000 - August 2006

Senior Quality Assurance Analyst

. Create and execute manual, automated & performance test scripts for

multiple complex applications

. Lead QA tester on several projects including an application used only for

Partners to track Biographical, Accounting, Retirement and Tax

information, and an application to track time and expense information

used by all employees

. Point of contact to development team on status of testing

. Provide development team and management with estimates for testing new

deliverables

. Review, and track quality assurance metrics, such as defect count and

defect severity using Microsoft Excel

. Provide presentations using Microsoft PowerPoint to development and

testers on QA standards

. Presented a Customer Success Poster Session at the IBM Rational User

Conference 2005

. Received 3 recognition awards within a 6 month period for exceptional

efforts

EDUCATION AND ACHIEVEMENTS

Rutgers, The State University of New Jersey

Bachelor of Science May 2006

Double Major: Accounting / Finance

GPA: Cumulative 3.95; Major = 4.0 (A=4.0)

. Licensed CPA in New Jersey

. Certified Fraud Examiner (CFE)

. Beta Gamma Sigma, the National Business Honor Society

. New Jersey Collegiate Business Administration Association Honor

Society

o Awarded to the top 1% of undergraduate business majors in

New Jersey

. Financed 100% of college expenses through part-time and full-

time employment

COMPUTER SKILLS

Microsoft Word; Microsoft Excel; Microsoft PowerPoint; CCH Prosystem

Fx Engagement; PPC Engagement Manager; Lotus Notes; Microsoft Outlook;

QuickBooks ; Various Web based applications

PROFESSIONAL AFFILIATIONS

President, Jefferson Terrace Condominium Association

2004 - 2005

Member, Oak Knoll Property Owners Association

2005 - present

Member, Association of Certified Fraud Examiners

2010 - present

Member, American Institute of Certified Public Accountants

2008 - present

Member, New Jersey Society of Certified Public Accountants

2008 - present

Board Member, American Women's Society of CPAs (NJ Affiliate)

2009 - present

HOBBIES

Photography, crafts, boating, gardening, skiing, house remodeling,

real estate speculation

Professional and Academic references furnished upon request

Contact this candidate