Julian Ortiz Email and Phone Number

PKFOD "Know Greater Value"⇨About The Firm ● More than 600 employees strong ● One of the nation's fastest growing firms (#28 National Firm on Accounting Today)⇨ My Client Focus ● Focus on Not-For-Profit entities, religious entities, and schools ● UGG Single Audit (formerly A-133) ● Experience with commercial clients including retail and hospitality ● Experience with government agencies

C. R. Bard, Inc. is a leading multinational developer, manufacturer, and marketer of innovative, life-enhancing medical technologies in the fields of Vascular, Urology, Oncology, and Surgical Specialty products. Bard markets its products and services worldwide to hospitals, individual health care professionals, extended care facilities, and alternate site facilities. As a member of Corporate Audit Service department, I performed the following range of projects during my tenure at CR Bard: - Planned and performed KPMG reliance audits in a direct assist/reliance role for KPMG. Acted in capacity of an external auditor, and performed external audit work over several of CR Bard's domestic entities in preparation of 10-K and -Q filings.- Performed integrated Balance Sheet and Sarbanes-Oxley rotational reviews of divisions and international manufacturing facilities- Performed International Corporate Tax Audits over three of CR Bard’s international entitiesto test for proper valuation and presentation of deferred tax assets and liabilities in accordance with ASC 740.- Developed, planned and executed audit program for newly released Medical Device Excise Tax (MDET) over two of CR Bard’s domestic legal entities based on newly created regulations.- Developed and presented multiple webinar training sessions for domestic and international sites on SOX Regulations and Requirements (English and Spanish language training).- Compiled annual statutory audit results and documentation from in-scope domestic and international sites. Performed thorough follow-up concerning audit findings and documentation issues.- Extensive collaboration with Plant Controllers at Mexican and Puerto Rican manufacturing sites as part of major corporate restructuring initiative to maximize tax strategies, emphasis on appropriate SOX structure and related documentation to be in-line with corporate guides.

WeiserMazars LLP is a client-centered, full-service accounting, tax and advisory firm with over 100 partners and 700 professionals in six U.S. offices. WeiserMazars is the independent U.S. member firm of the Mazars Group – a prominent international accounting, audit, tax and advisory services organization with nearly 14,000 professionals in more than 70 countries.As a member of the Audit Staff, I had exposure to clients in the following sectors: manufacturing & distribution, retail, financial services, non-profit, media.I performed the following range of projects during my tenure at WeiserMazars, LLP:- Perform financial statement audits, reviews and compilations, including reviews of balance sheet and income statement accounts.- Assess effectiveness of established internal controls to identify control strengths, and weaknesses; develop efficiency and improvement points with client.- Review of monthly account reconciliations, month- and year-end journal entries, proper funding classifications, expense tracking and revenue recognition.- Draft the client engagement letter, audit summary memoranda, the management letter, and the presentation of key discussion points for the closing meeting with the management.- Maintain effective time management, simultaneously working on budget sensitive projects/clients.

Fein, Such, Kahn, and Shepard is are a general practice firm serving clients in New Jersey and New York, offering innovative solutions to business and personal legal issues for almost 40 years. Areas of practice include business planning for tax and estates, creditor representation in the areas of foreclosure, bankruptcy and collections, family law, commercial and residential real estate, business litigation, personal injury, and elder law.I worked at FSKS during my time in school, balancing a full-time work position with my full-time student status.During my time at FSKS, I worked closely with attorneys in the Corporate, Trust, and Estate department in the capacity of Paralegal/Administrative Assistant.I also worked in the Accounting and Billing department, preparing notices to clients and updating payments when received, among other responsibilities.