Senior audit manager with a CPA

PROFESSIONAL SUMMARY

Accounting professional with expertise in general accounting, financial

analysis and reporting. A team player that performs at high levels of

productivity and motivation in a fast-paced environment without missing

a single deadline. Excellent interpersonal skill, builds positive

relationships with partners, clients, staff and financial institutions.

PROFESSIONAL EXPERIENCE

Gettry Marcus CPA, PC, Woodbury, NY

2004 - 2014

Senior Manager

> Responsible for audits, reviews and compilations for clients in

manufacturing, wholesale, distributing, retail, employee benefit plans

and not-for-profit in many varying industries with gross sales in excess

of $100 million.

Audit experience includes:

. Manage staff and review their prepared work papers

. Review and prepare financial statements and footnotes

. Communicate with partners on the status of engagements

. Collaborate with quality control in relation to audits

. Generate risk identification and planning, complete appropriate

checklists

. Facilitate internal control testing, document and discuss findings

with client management

. Conduct SAS 99 fraud interviews with the client and do preliminary

analytics

. Communicate with client about information needed to conduct and

complete the engagement

. Participate in planning meeting and fraud risk discussions

. Train staff on performing audit engagements

> Manage, plan and execute employee benefit plan audits with assets in

excess of $400 million. Train partners, managers and staff with my

expertise in these audits

> Conduct monthly analysis of general ledger activity, review adjusting

journal entries and aid in performing monthly closing for accounting

service clients that rely on our knowledge

> Prepare annual forecasts for clients

> Building relationships with clients and their financial institutions

> Member of the quality control committee

Lutz and Carr CPA, LLC, New York, NY

2001 - 2004

Manager

> Responsible for audits, reviews and compilations for clients in the not-

for-profit industry.

. Manage staff and review staff prepared work papers

. Review and prepare financial statements and footnotes

. Communicate with partner on the status of engagement

. Manage staff, review staff prepared work papers

Stacks Rare Coins, New York, NY

1998 - 2001

Controller for Coin Dealer (Numismatist)

> Responsible for preparation of books and records of three separate

Companies

. Managed staff of accounts receivable, accounts payable, sales and

auction preparation

. Generated internal financial statements for owners review and for the

public accountants quarterly and annual reviews

. Prepared internal budget and forecast

Stacks Rare Coins, New York, NY (continued)

. Maintained general ledger and made journal entries

. Worked with owners on a daily basis to improve the Company's

financial situation.

. Prepared payroll and tax returns

Koenigsberg & Wolf CPA, LLC, New York, NY

1994-1998

Junior & Senior Accountant

> Worked on audits, reviews and compilations for clients in various

industries.

. Prepare financial statements and footnotes

. Communicated with manager and partner on the status of engagement

. Managed own engagements

. Became proficient with bankruptcies

Seaqua Meat Market, North Massapequa, NY

1977 - 1994

Owner of Meat Market

> Responsible for managing the Company.

. Supervised a dozen employees

. Hired and fired employees

. Maintained inventory

. Preparation of books and records

. Prepared internal financial statements

. Maintained general ledger

. Did daily buying and selling

. Generated profit and loss reports

. Prepared gross profit reports on a weekly basis

. Participated in advertising and creating ads for the Company

EDUCATION

BS in Accounting, CW Post University, 1977

Certified Public Accountant, NY

A Member of the American Institute of Certified Public Accountant

SKILLS

Proficient in ProSystem fx Engagement, ProSystem fx Tax, Quickbooks,

GoAudit, GoFileRoom, Microsoft Office (Word, Excel, Power Point)

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