JORDAN SCHEINFELDT, CPA – Expired

Los Angeles, CA

ad34qf@r.postjobfree.com

415-***-****

Profile

Detailed oriented, rigorous and methodical, and performance driven financial reporting and technical accounting expert. My career began with KPMG, where I managed audit teams and delivered high-quality audits in a wide range of industries having progressed in my career, leaving KPMG as an audit manager, I have established myself as a technical accounting & SEC external reporting specialist, including leases, revenue, impairment assessments, software development, hedges, fair value, and stock compensation. I have expert knowledge of SOX compliance and a proven track record of implementing comprehensive improvements to internal control processes while building successful collaborative relationships with cross-functional business partners and teams. Education and Licenses

Thomas Jefferson University – Bachelor of Science, Accounting Certified Public Accountant, State of Pennsylvania, (License # CA016156L) – expired Computer Skills

SAP, Oracle, Workiva/WDesk, QuickBooks, Toppin-Merrill Bridge, SAGE, and Donnelly Active Disclosure. Work Experience

Aterian, Inc., SEC Reporting Manager, New York, NY (1/23-5/23) Internet retailer. Contract assignment.

• When the previous manager left unexpectedly, I stepped into the role and quickly learned Aterian’s reporting program, Donnelly Active Disclosure. I ensured timely and accurate preparation and review of various SEC filings, such as 10-K, 10-Q, 8-K, and Earnings Release, XBRL tagging using Donnelly Active Disclosure software. I also monitored and interpreted changes in SEC reporting regulations, accounting standards, and disclosure requirements. In addition, I prepared the required disclosure checklists for the external auditors. As a result, the filings that I was involved with were completed accurately and the first quarter 10-Q was filed two days early.

• I oversaw the preparation of financial statements in accordance with Generally Accepted Accounting Principles (GAAP) and SEC reporting guidelines. I reviewed financial information, footnotes, and supporting schedules to ensure accuracy and completeness.

• I identified, drove, and implemented process improvements by proactively identifying opportunities on an ongoing basis and effectively implementing process transformations.

• I collaborated with cross-functional teams, including the legal department, CFO, and CEO, to gather necessary information and ensure accurate and timely completion of SEC filings.

• I evaluated the impact of emerging accounting and reporting pronouncements on the company’s, financial statements and disclosures.

• I created, edited, and reviewed financial narratives to enhance the context within the financial statement disclosures.

WSFS Financial Corporation, Senior Accountant, SEC Reporting, Wilmington, DE (5/22-12/22) Bank and Financial Services. Contract assignment.

• I prepared and reviewed SEC filings 10-K, 10-Q, and Earnings Release filings using Workiva and Oracle Software. I also provided supporting audit documentation to ensure compliance with accounting standards and regulations.

• I prepared technical memos based on accounting guidance for project analysis and decision making.

• I assisted with the completeness and accuracy testing for SOX compliance.

• I was responsible for the completion of the quarterly disclosure checklists. Netlist, Inc., Senior Accountant, SEC Reporting, Irvine, CA (1/22 – 4/22) Computer chip manufacturer and wholesaler. Contract assignment.

• I prepared and filed accurate and SEC compliant 10-K, 10-Q, Earnings Release and Proxy reports, using Taupin Merrill Bridge and SAGE software, and provided audit support and documentation, ensuring smooth and timely audit process and regulatory compliance.

• I prepared asset-based lending borrowing base reports, analyzing and verifying the collateral and financial performance of the borrowers, and ensuring the adequacy and availability of the credit facilities.

• I drafted technical memos based on accounting guidance for project analysis, demonstrating in-depth knowledge and application of accounting standards and principles.

• I updated SOX workpapers, performing testing and evaluation of internal controls, and ensuring adherence to SOX requirements and best practices.

Sempra Infrastructure, Manager, SEC Reporting San Diego, CA (9/21–12/21) Energy company. Contract assignment.

• I was responsible for preparing the financial statements and the footnote workpaper documentation for the SEC 10-Q filing using Workiva, Max AX, and Hyperion software. I ensured the accuracy and completeness of the financial reporting and disclosures.

• I prepared the general ledger account reconciliations, including the daily cash posting. I verified the balances and transactions of the accounts and resolved any discrepancies. Kiniksa Pharmaceuticals, LTD, Senior Accountant, SEC Reporting and Technical Accounting, Lexington, MA (3/21 – 8/21) Contract assignment.

• I prepared and reviewed the financial statements and footnotes for the 10-Q SEC filings. I ensuring the compliance with the SEC reporting standards and regulations.

• I reviewed the leases and contracts of the Company to assess their accounting implications and disclosures under ASC 842 to apply the relevant accounting guidance and standards to the lease and contract transactions.

• I prepared the quarterly and technical accounting white papers for the Company, as this was the first quarter for the Company to have revenue. I documented the accounting policies and procedures of the Company and provide the rationale and support for the revenue recognition and measurement per accounting guidance ASC 606.

• I preformed analysis the annual SOC1 reports of the Company to evaluate the effectiveness and efficiency of the SOX internal controls over financial reporting. The SOC1 report is important for service organizations to ensure that they are recognizing, accounting for and mitigating risk in financial reporting financial data. I identified any gaps or weaknesses in the controls and recommended corrective actions.

• I reviewed the earnings releases of the Company to ensure that they were consistent and accurate with the financial statements and footnotes. I also verified that the earnings releases comply with the SEC disclosure requirements and best practices.

Deckers Outdoor Clothing, Senior Accountant, SEC Reporting (8/20 – 1/21) Outdoor manufacturer and Retailer. Contract assignment.

• I prepared and reviewed accurate and compliant financial statements and footnotes for SEC 10-K, 10-Q filings, XBRL tagging and stock compensation, resulting in timely and error-free submissions to the SEC.

• Reviewed and enhanced earnings releases, scripts, and slides for quarterly earnings calls and Audit Committee meetings, ensuring clear and consistent communication of key financial information and performance indicators.

• I was responsible for I was responsible for technical accounting research, documentation of its related impacts.

Capstone Turbine, Manager SEC Reporting and Technical Accounting, Van Nuys, CA (11/19 – 5/20) Turbine Manufacturer. Contract assignment.

• I prepared and reviewed financial statements and footnotes (including XBRL tagging and stock compensation) for SEC 10-K and 10-Q filings, review of earnings releases as well as scripts and slides in preparation for earnings calls and Audit Committee meetings, preparation of quarterly key accounting whitepapers related to the above significant accounting policies, and acted as liaison to external auditors.

• I was responsible for I was responsible for technical accounting research, documentation of its related impacts.

STAAR Surgical Company, SEC Compliance Reporting and Internal Audit Manager, Monrovia, CA (6/15-9/19) International medical device company.

• I collaborated with the CEO, CFO, and CAO, as well as reporting directly to and the Board of Directors concerning internal audit matters.

• I researched, analyzed, and documented accounting functions (revenue recognition, complex financial debt and equity instruments, stock-based compensation) for GAAP compliance.

• Managed the company’s external reporting process to produce high quality SEC Form 10-K’s and 10-Q’s financial statements and footnotes; MD&A section;

• I managed the preparation process of all schedules for auditors, and executive management.

• I supported and reviewed the preparation of the annual proxy SEC filing and other SEC reporting as necessary.

• I managed, prepared and maintained internal controls documentation and testing for SOX compliance.

• I conducted SOX compliance audits for all divisions of company (one U.S. and two international audits, Japan and Switzerland).

• I managed the company’s 401-K audit, including the preparation of support schedules and financial statements.

• Prepared GAAP disclosure checklists and technical accounting memos for internal and external reporting.

• I directed creation of SOX-compliant policies, procedures and controls for US and foreign subsidiaries as internal audit manager.

Walt Disney Company, Director Financial Reporting, Burbank, CA (1/15 – 5/15) International entertainment Company. Contract assignment

• Managing a team of five, I was responsible for the production of the 10-Q filing using Workiva Software filing.

• I reviewed the XBRL tagging to ensure compliance with SEC regulations.

• I prepared and reviewed account reconciliations, including stock compensation, and statement of cash flows.

• I assisted senior management’s decision making by providing peer analysis of relevant disclosures, tracking evolving SEC and FASB disclosure requirements, and monitoring key industry reporting trends.

• I maintained a transparent and efficient 10-Q production process with strong controls, due diligence and other documentation.

Consultant, Xencor, Inc., Senior SEC Reporting Analyst, Monrovia, CA (4/14 – 1/15) Biotechnology company.

• Oversaw all aspects of the preparation of the Company’s S-1 registration statement (including preparation of

“F-pages” in preparation for their initial public offering, as well as, assisted with the preparation of the Company’s first SEC 10-K and 10-Q filings using Merrill Corporation for printing, XBRL tagging and filing.

• Responsible for monthly general ledger closings and account reconciliations, as well as, reconciling the Company’s stock ledger during a transfer of existing shareholders exchanging old series shares for new shares.

• Oversaw monthly general ledger closings and account reconciliations, as well as, reconciling the Company’s stock ledger during a transfer of existing shareholders exchanging old series shares for new shares.

• Negotiated vendor/client contracts for equipment, services and software. Thomas Properties, Inc., Senior Accountant, SEC Reporting, Los Angeles, CA (2/13 – 4/14) Real Estate Development company. Contract assignment.

• Assisted with the preparation quarterly final SEC 10-Q filing to the Securities and Exchange Commission and XBRL tagging using Workiva Software.

• I prepared operational and financial reports and cash flow statements and financial statement footnotes.

• Interacted with division segment leadership and corporate executives. OTHER EXPERIENCE:

Various Companies (7/88 – 2/13)

Audit Manager, KPMG, LLP, Philadelphia, PA (9/79-6/88) An international big four accounting firm.

• Promoted through Associate, Senior Associate and Manager roles during tenure with KPMG.

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