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.
• 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