Max Newman Email & Phone Number

San Diego, California, United States

• Process all new foreclosure files and prepare all documents necessary to conduct a non-judicial foreclosure from inception to termination• Interact with multiple title companies to order title products and coordinate the recording of appropriate documents• Schedule and coordinate trustee sales, as well as interact with outside vendors to conduct said sales; obtain results and prepare follow up documentation when necessary. • Discussing relevant information on a daily basis with clients, borrowers, and third-parties interested in properties. • Maintain both physical and electronic files for each client and each client matter in addition to calendars with target dates.

Philadelphia, Pennsylvania

• Consistently met with controllers, CFOs and accounting personnel to gather information critical to the audit• Handled multiple sections of an audit for private companies in the NFP and manufacturing sectors.• Developed younger associates and interns through teamwork and leadership• Maintained strong focus on clients - being responsive to client requests and developing and maintaining productive working relationships with clients and personnel• Involved in complete audit cycle - overseeing planning, risk assessment, substantive testing, and reporting• Acted as a core/lead member of the audit team - monitoring resources, timing and budgets through the course of the audit

Philadelphia, Pa

• Perform substantive audit procedures for not-for-profit and manufacturing clients• Aid and assist in tailoring audit procedures • Performed complex general accounting functions, including preparation of journal entries• Met with clients to identify and assess controls and risks within the company• Serve as advisor to interns and younger associates

Greater Philadelphia Area

• Analyzed discrepancies of 13 million dollars due to credit imbalances created from staff billing issues• Utilized SAP to access D&Z databases to retrieve back end account information• Interacted with client technology to access client end account information• Created spreadsheets and tables using Microsoft Excel to properly convey entity research to clear credits from the general ledger

Philadelphia, Pa

• Performed analysis of client financial data using Microsoft Excel and Access for inclusion in expert reports• Audited client case files to identify inaccuracies in partner reporting as well as provided support to partners and attorneys to quantify complex commercial damages in litigation matters regarding intellectual property infringements and contract disputes• Performed quality control procedures on expert reports to ensure accuracy and compliance• Created exhibits and spreadsheets using financial data from opposition and client data to be used in expert reports provided to opposing experts/counsel

Greater Philadelphia Area

• Procured and created financial reports for auditors and departments of revenue across the United States• Used Oracle to create and organize tax reports to be used by Comcast employees• Created spreadsheets and graphs to consolidate and present information to auditors and partners using Microsoft Excel• Used Comcast intranet databases to locate state and local tax information to be implemented inspreadsheets and research reports• Retrieved, analyzed, and reconciled supporting tax workpapers and returns• Researched federal and state tax laws to support Comcast in audits conducted by federal, state, and local tax authorities

Greater Philadelphia Area

• Interviewed clients to collect appropriate data to prepare income tax returns for up to 40 clients per day• Prepared and calculated individual tax returns by hand: 1040, 1199, Schedule A, 2441, 8812, 8863• Created Excel spreadsheets to organize and calculate clients’ financial data• Assisted clients with tax planning for the following filing year

Greater San Diego Area

• Edited and created new content to be posted onto the radio's website. • Systematized and updated the station blog to reflect current events and radio content. • Performed front desk responsibilities: answered/directed phone calls, filed invoices, organized mail. • Morning Show: Created audio clips to be put on air, assisted in creating/editing content for use on air. • Managed soundboards to ensure that music, commercials and news were transmitted promptly.• Event Staff: Made sure our listeners were comfortable and happy and our concert venues.

Bachelor Of Science In Business Administration, Accounting

Activities and Societies: LeBow College of Business - Business Learning Community Member, 2010 - Present Accounting Society of Drexel.

Master’S Degree, Accounting

Education record