Assurance Manager: August, 2016 to PresentAssurance Senior: August, 2013 to August, 2016Assurance Associate: July, 2013 to August, 2013• Managed engagement teams ranging between three and ten team members for annual audits of both public and private companies, specializing in financial institutions and specialty finance companies in the Greater Philadelphia market.• Expertise centers in audits of accelerated filers, which includes opining on internal controls.• Managed engagement teams in reviews associated with quarterly SEC filings, as well as performing required procedures for other SEC filings, such as registration statements, equity offerings, and segment spin-offs. • Extensive knowledge of complex accounting estimates pertaining to financial institutions such as allowance for loan losses, investment securities, fair value accounting and mortgage banking, as well as general areas such as business combinations, purchase accounting and stock based compensation. • Assisted privately held clients in the preparation of annual financial statements. • Tasked with research of new or complex accounting guidance and assisting clients in implementation.• Responsible for managing engagement economics and ensuring that audits and reviews are completed by filing deadlines and within budget. • Core member of the firm’s learning and development team, which includes preparing and presenting financial institution industry material, as well as basic audit methodology and technical skills to new and experienced associates at national conferences.• Active member of the region’s recruiting team, attending career fairs, interviewing and selecting new candidates for hire within local offices. • Career Advisor for multiple senior associates, tasked with providing guidance and feedback periodically to assist in their advancement within the firm.• Involved in business development and participating in proposals for new clients, both privately held and publicly traded.