Joseph L. Peterson, Cpa, Cgfm Email and Phone Number
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Joe has over 26 years of experience on a variety of large/complex Federal advisory and assurance engagements. His responsibilities have included the engagement management and administration of a unique blend of both Federal Assurance and Accounting Services. Joe’s Federal Accounting experience includes implementation and on-going advisory services to Federal agencies for OMB Circular A-136, Financial Reporting Requirements (preparation and compilation of Agency financial statements, footnotes and MD&A), interpreting and implementing FEDGAAP including the U.S. Federal Credit Reform Act, audit finding remediation and corrective action plan development, audit readiness and auditability assessments, internal control assessments, developing and implementing accounting systems and internal controls (OMB Circulars A-123 and A-127), project management, and assisting with other Federal accounting and reporting requirements. Joe has assisted many Federal agencies implement necessary corrective action plans and remediation actions to resolve audit deficiencies, findings and internal control weaknesses. Joe’s Federal Assurance experience includes the CFO Act audits of numerous Federal agencies, which required a deep understanding of the assertions underlying account balances and financial statement line items, and determining the necessary documentation, accounting treatment, and control environment to satisfy management’s responsibility to meet the applicable requirements and standards.Specialties: Professional Accounting, Auditing, and Management Consulting Services to large/complex governmental and not-for-profit entities.
Peterson Advisors Llc
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- petersonadvisorsllc.com
- Employees:
- 1
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President And CeoPeterson Advisors LlcWashington, Dc, Us
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President & CeoPeterson Advisors Llc Dec 2010 - PresentWashington, DcPeterson Advisors LLC is a small-business, professional services firm incorporated and located in the District of Columbia. The Firm's focus and expertise is providing Federal agencies with financial management and accounting support, financial reporting expertise, audit readiness assessment and assistance, audit remediation assistance, audit liaison, and OMB Circular A-123 support services to OCFO and Program offices. Joe's professional experience includes the following:US Department of the Treasury, Office of Financial Stability (OFS), Troubled Asset Relief Program (TARP), Technical Reviewer/QC Partner, May 2009 to Present, under a subcontractor agreement with Ernst & Young LLP/T. Curtis & Company PC:• Assist the OFS Office of Compliance perform Program Compliance Reviews of the following TARP programs: - Hardest Hit Fund (HHF) – 18 States and the District of Columbia that received $7.6 billion in TARP assistance - Capital Purchase Program (CPP) – US Banks and Financial Institutions that received approximately $250 billion in TARP assistance - Public-Private Investment Program for Legacy Assets (PPIP) - $75 to $100 billion in TARP capital and capital from private investors• Provide direction and assistance to the OFS CFO and DCFO in undergoing the annual audit of the OFS financial statements of the OFS/TARP program by GAO. Joe was instrumental in assisting OFS receive an unqualified audit opinion on the OFS financial statements, an unqualified opinion on internal controls, and no instances of non-compliance with significant laws and regulations• Assist OFS with the implementation of OMB Circular A-123 requirements • Assist OFS with Financial Reporting and Financial Systems Policy and Procedures Development in accordance with FEDGAAP for OFS• Assist OFS with the Year-end Closing Process and Financial Statement Preparation in accordance with OMB Circular A-136, Financial Reporting Requirements
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President & Managing PartnerT. Curtis & Company, P.C. Apr 2008 - Dec 2010National Harbor, MarylandJoe was the President & Managing Partner of the Firm. Joe's client level responsibilities included the following:Millennium Challenge Corporation, Engagement Lead - Joe was the Lead on providing MCC with assistance in determining and assessing necessary correction actions for MCC to successfully resolve prior year financial statement audit opinion qualifications and Material Weaknesses, resulting in an unqualified audit opinion on MCCs financial statementsTransportation Security Administration (TSA), Engagement Partner - Joe was the Engagement Partner for FEDGAAP accounting and reconciliation services, financial management and financial reporting services provided to TSA, Office of Financial ManagementFederal Deposit Insurance Corporation (FDIC), Engagement Partner, January 2009 to November 2010 - Joe was the Engagement Partner for services provided to FDIC including Human Resource Recruitment Package Development, Accounting Operations / Disbursement Services, and Legal Accounting Services
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President & CeoPeterson & Norfleet Llc Oct 2007 - Mar 2008Washington, DcJoe was the Founder and President/CEO of Peterson & Norfleet LLC (PNC). PNC was a small-business, professional services firm incorporated and located in Silver Spring, Maryland. The Firm's focus and expertise was providing Federal agencies with financial management and accounting support, financial reporting expertise, audit readiness assessment and assistance, audit remediation assistance, and audit liaison services.
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Managing DirectorUhy Advisors 1987 - 2007Washington, Dc• National Director of Public Sector Practice (2004-2007)• Managing Partner of Washington DC Practice (2000-2007)• Partner (1997-2007)• Principal (1995-1997)• Manager (1992-1995)• Supervisor/Senior (1989-1992)• Staff (1987-1989)Joe directed and managed the annual CFO Act audits and other assurance services provided to numerous Federal agencies, which required a complete understanding of FEDGAAP and OMB Circular A-136 Requirements, and provided independent assistance and guidance to these Federal agencies in interpreting the FEDGAAP accounting requirements and the associated OMB Circular A-136 Financial Reporting Requirements. A summary of Joe’s specific experience providing assurance and advisory services to the Federal Government includes the following:• Department of Housing and Urban Development (CFO Act Audit of the Federal Housing Administration (FHA) in accordance with Credit Reform Act)• Department of Education, William D. Ford Federal Direct Loan Program (CFO Act Audit & Credit Reform Act)• Department of Agriculture, Rural Utilities Service (CFO Act & Audit Credit Reform Act)• Department of Defense, Defense Logistics Agency (Auditability Readiness Assessment)• Department of Defense, Defense Finance and Accounting Service (CFO Act Financial Statement Audit)• Department of Defense, Defense Information Systems Agency (CFO Act Financial Statement Audit)• US Peace Corps (CFO Act Financial Statement Audit and FISMA Audit)• Department of Justice (CFO Act Financial Statement Audit)• Department of the Treasury, The United States Mint (CFO Act Financial Statement Audit)• Department of the Navy, Naval Audit Service (Information Assurance Audits over 13 Naval Systems and several AUP engagements over Navy Activities and Commands)• Department of Commerce (CFO Act Financial Statement Audits)• Department of Housing and Urban Development (annual review of HUD Title I and II participants’ financial statements) -
Executive AssistantNew Medico Associates 1982 - 1987Albany, New York AreaExecutive Assistant to the President of New Medico Associates.
Joseph L. Peterson, Cpa, Cgfm Skills
Joseph L. Peterson, Cpa, Cgfm Education Details
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Accounting
Frequently Asked Questions about Joseph L. Peterson, Cpa, Cgfm
What company does Joseph L. Peterson, Cpa, Cgfm work for?
Joseph L. Peterson, Cpa, Cgfm works for Peterson Advisors Llc
What is Joseph L. Peterson, Cpa, Cgfm's role at the current company?
Joseph L. Peterson, Cpa, Cgfm's current role is President and CEO.
What is Joseph L. Peterson, Cpa, Cgfm's email address?
Joseph L. Peterson, Cpa, Cgfm's email address is jp****@****-us.com
What is Joseph L. Peterson, Cpa, Cgfm's direct phone number?
Joseph L. Peterson, Cpa, Cgfm's direct phone number is +120232*****
What schools did Joseph L. Peterson, Cpa, Cgfm attend?
Joseph L. Peterson, Cpa, Cgfm attended State University Of New York College At Plattsburgh, Hudson Valley Community College.
What are some of Joseph L. Peterson, Cpa, Cgfm's interests?
Joseph L. Peterson, Cpa, Cgfm has interest in Politics, Animal Welfare, Human Rights, Civil Rights And Social Action.
What skills is Joseph L. Peterson, Cpa, Cgfm known for?
Joseph L. Peterson, Cpa, Cgfm has skills like Internal Controls, Financial Reporting, Accounting, Auditing, Forensic Accounting, Risk Assessment, Financial Statements, It Audit, Corporate Governance, Enterprise Risk Management, Sarbanes Oxley Act, Management Consulting.
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