Lisa M. Email & Phone Number

Whippany, New Jersey, United States

Whippany, Nj

- Perform pre-issuance technical reviews of financial reports and supporting workpapers for financial service clients including hedge funds, private equity, venture capital, fund of funds, broker-dealers SPACs and defined contribution plans.- Handle consultations with engagement teams by assisting them with the researching the issue, formulating a conclusion and ensuring documentation supports that conclusion based on the specific client facts and circumstances- Am a lead contributor and member of the tax consultation team as it relates to the accounting for various tax issues in audited financial statements- Manage expectations, risks and challenges to ensure that engagement deadlines and quality expectations are met- Assist with annual internal inspections by performing detailed financial statement and workpaper reviews and communicate findings to the engagement teams as well as train others on how to perform an effective internal inspection- Assist with various best practice projects to help increase effectiveness and efficiency of our audits- Develop and teach technical in-house CPE courses - Am a mentor and coach to lower level staff- Am on the independence committee and assist the firm with maintaining our restricted entity lists and any independence related issues/projects- Actively participate in the firm's recruiting efforts

Roseland, Nj

- Perform pre-issuance technical reviews of financial reports and supporting workpapers for various types of clients including hedge funds, private equity, venture capital and fund of funds- Manage expectations, risks and challenges to ensure that engagement deadlines and quality expectations are met- Perform reviews of SOC 1 reports - Participated in a 5 month tour in KPMG Business School and was a content developer for various audit courses (July 2015 - November 2015)

Roseland, Nj

- Perform pre-issuance technical reviews of financial reports and supporting workpapers for various types of clients including hedge funds, private equity, venture capital, fund of funds, manufacturing, distribution, service, broker-dealers, SPACs, not-for profit, and others- Handle consultations with engagement teams by assisting them with the researching the issue, formulating a conclusion and ensuring documentation supports that conclusion based on the specific client facts and circumstances- Manage expectations, risks and challenges to ensure that engagement deadlines and quality expectations are met- Assist with annual internal inspections by performing detailed financial statement and workpaper reviews and communicate findings to the engagement teams as well as train others on how to perform an effective internal inspection- Assist with various best practice projects including creating proforma financial statement templates for commercial service engagements, special purpose and consolidation toolkits, etc.- Develop and teach technical in-house CPE courses

Florham Park, Nj

- Resolved complex accounting and financial reporting matters primarily related to accounting for income taxes, often under extremely tight deadlines- Researched and analyzed the specific facts for a particular situation to develop appropriate and supportable accounting positions on that issue and communicate them to the individual engagement teams- Demonstrated healthy professional skepticism in gathering the facts surrounding an issue to obtain a thorough understanding of the economic motivations behind the transaction- Interpreted new accounting pronouncements and tax laws; assisted in issuing guidance and applying it based on individual clients’ specific facts and circumstances

Florham Park, Nj

- Responsible for managing, coordinating, performing and administrating audits primarily for manufacturing, distribution and service companies- Supervised and trained multiple teams on large audit and review engagements- Created and implemented client service plans for concurrent and multi-location audit engagements- Audited financial statements and footnote disclosures to ascertain compliance with U.S. Generally Accepted Accounting Principles- Evaluated clients’ internal control structures and prepared management recommendation letter comments- Acted as liaison in managing the audit process between senior management, client personnel and clients’ debt providers- Prepared and delivered audit committee communications- Developed budgets and engagement economics analyses for engagement partners- Delivered value-added services to clients by identifying their needs and coordinating with the firm’s various lines of service, including tax, business advisory and valuation specialists- Prepared detailed audit instructions for multiple domestic and international audit teams which led to more efficient engagement management- Ensured compliance with professional standards and the firm’s quality assurance standards in conducting financial statement audits- Conducted periodic training sessions for client management and client staff

Edison, Nj

- Planned and conducted comprehensive financial audits, reviews, compilations and agreed-upon procedures- Prepared individual, corporate and partnership tax returns for various mid-sized companies