Stacey Kaufman, Cpa, Cia Email & Phone Number

United States

Northbrook, IL, US

Northbrook, IL, US

Northbrook, IL, US

Northbrook, IL, US

• Responsible for the execution of the audit plan for Allstate’s Enterprise Shared Services, Emerging Business segment and Canadian operations.
• Assist in developing the annual risk-based audit plan using information obtained from conversations with senior management.
• Provide oversight and guidance for the planning, fieldwork/execution, and reporting/wrap up of multiple audits each quarter.
• Present and communicate audits findings, results and recommendations to management (verbally and via written audit reports) and obtain management responses.
• Manage a team of four people, which consists of providing coaching and counseling while facilitating the completion of the audit plan within prescribed timeframes.
• Plan and lead trainings including a panel session with all of Allstate’s CFOs discussing their results and answering audience questions.

Northbrook, IL, US

• Oversaw the SEC external reporting process for Allstate Investments, including reviewing information used in the preparation of the quarterly and annual filings and acting as a liaison between Allstate Investments and.
• Responsible for the execution of accurate and complete disclosures by staying apprised of new business strategies, incorporating them into the disclosures and implementing process modifications to report the new.
• Reviewed external reporting requirements from regulators to determine what filings are required, as well as developing a process to prepare and submit these filings in a timely manner.
• Coordinated the monthly close for Allstate Investments by running daily status meetings and communicating any issues or delays to other ares within Allstate.
• Managed the error reporting process for Allstate Investments by ensuring accurate, complete and timely error reporting to Corporate Accounting and Internal Audit.

Northbrook, IL, US

GB

• Supervise financial audits for both public and private companies in the financial services industry; including a SEC registered bank and numerous hedge funds.
• Oversee and liaise with my clients on complex issues such as going concern, securitizations, loans held for sale, new allowance disclosure requirements, and accounting implications of the potential sale of the company.
• Manage a multi-location audit, which includes serving as the contact person to subsidiary teams and a corporate team, and coordinating and communicating with several other groups within PwC to ensure quality and timely.
• Responsible for leading teams of up to eight people, which includes providing coaching and counseling, while helping to achieve team goals.
• Chosen by partners to serve as a champion for my market team to facilitate the roll out of a new operating platform, including training my market team and acting as a point person for questions.
• Serve as a career coach to five associates, including both new hires and transfers to the Chicago office

GB

• Planned and performed audits in the manufacturing, healthcare, and financial services industries.
• Assisted in preparation of financial statements, including implementation of new ASC 820 and investment footnotes.
• Reviewed debt covenants to ensure compliance, and no financial impact or disclosure requirement.
• Acted as lead senior for a bank in its first year of SEC registration, during which it was also undergoing a restatement of prior year financial statements. The work included the audit plan, supervising and reviewing.
• Co-instructed inventory, planning procedures, and research tools training programs for new associates.
• Hosted recruits during their office visits, served on Senior Associate panels, attended several recruiting dinners, and served as a mentor to an assurance intern.

GB

Performed audits, reviews, compilations, and compliance testing in the industries of manufacturing, healthcare, and financial institutions (insurance companies and banks)Acted as lead senior for a bank the first year it registered with the SEC and was undergoing a restatement of prior year financial statements, which included developing the audit plan.

GB

A.B. Freeman School Of Business Bachelor Of Science, Management

High School