JOSEPH MONTGOMERY

  **** ********* **

Austell, GA 30106

v4jdxd@r.postjobfree.com

404-***-****

(404) 680-0816

                          

QUALIFICATIONS SUMMARY:

· Three years of intern work experience with a Big Four CPA firm combined with 14 years financial and operational audit

· SOX compliance and internal control expertise

· Exposure to systems: Kronos, SAP, PeopleSoft, Peachtree, Quickbooks, Oracle, J.D. Edwards, Great Plains, Solomon

Project management / program management and prioritization

· Easy interface with various levels of the organization, including Senior Management

· Strategic thinker with problem solving skill, capable of reaching agreement on corrective actions

· Understanding of the financial, operational and compliance risks which affect process designs

EXPERIENCE:

Terry Collier Associates, Public Accounting Firm, Pittsburgh., PA 02/07- Present

Audit Consultant

· Direct and conduct A-133 non-profit audits

· Governmental accounting and auditing

· Auditing of benefits for Healthcare clients

· Financial Reporting and Analyst

· Identifying, assessing, and developing and monitor governmental funds compliance

· GAAP and Month-end closing compliance and review

· Payroll coordination for external clients

W.G.Tomko, Finleyville, PA 9/06-8/07

Internal Audit Consultant

· Helped management automate accounting and business processes

· GAAP and Month-end closing compliance and reconciliation

· Reduced accounting / financial risks

· Improved compliance of OSHA regulations and developed checklist

· Analyzed and re-structured internal control and business processes

· Financial and OHSA compliance of all construction projects

US Steel Company, Pittsburgh, PA 6/04-9/06

Advanced Auditor

· Sarbanes-Oxley 302-404 Financial and Operational Compliance Testing

· Operational and inventory audit of all warehouses and plant locations

· GAAP and Month-end closing compliance and review

· Auditing of employee benefits claim/payment reporting to carriers

· Planned and performed, reporting, financial statement audits, internal audits, and operations audits

· Conducted process walk through, interview and risk assessment

· Management reporting with recommendations

Cendant Corporation, Parsippany, NJ 5/98-6/04

Internal Auditor

· Verifying/Reviewing Real Estate/Hotel accounting procedures

· Franchise contract compliance

· Analyzing/Forecasting/Reporting financial records

· GAAP analyst and review

· Preparing audit work papers to support audit findings

· Collections and payment negotiations

JC Penney Company, Washington, PA 2/95-5/98

Internal Auditor

· Verifying/Reviewing store and warehouse inventory accounting records and procedures

· Analyzing/Forecasting/Reporting retail/financial records

· Participating in special audits and investigations

· Preparing audit work papers to support audit findings

· Testing operating efficiency of general controls, documented audits results and developed remediation plans

MMC&P, Pittsburgh, PA 2/92-1/95

Client Account Manager

· Employee health care benefits plan administration

· Claim analysis for compliance and rate negotiations

· Collections and payment negotiations

· Account reconciliation and management

· Supervision of account staff

· Ensuring all monthly deadlines were met

KPMG Peat Marwick, Pittsburgh, PA 6/87-8/90

INTERN (AUDIT):

· GAAP Auditing

· Corporate Consulting

· Contract Compliance

· Analyzing financial records

EDUCATION:

Duquesne University, Pittsburgh, PA

B.S./B.A., Business Administration – Accounting 1991

REFERENCES AVAILABLE UPON REQUEST

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