Michael Kaplan Email & Phone Number

Greater New York City Area

Greater New York City Area

I was a member of the Professional Standards Group. Responsible for engagement quality review for audits, reviews, compilations and other attest engagements in the following industries: real estate, construction, technology, bio-tech, media, not-for-profit, wholesale distribution, manufacturing, jewelry, investment partnerships, oil and gas, and retirement.

Greater New York City Area

• Member of the Professional Standards and Practices Group. Responsible for engagement quality review for audits, reviews, compilations and other attest engagements in the following industries: real estate, construction.
• Developed and taught continue professional education classes on the following topics; Audits of Employee Benefit Plans, Audit Planning & Risk Assessment, Analytical Procedures, Audit Sampling, and various Accounting.
• Reviewed and research audit and accounting literature and prepared technical audit and accounting memos concisely summarizing issues, specific fact patterns, relevant guidance, and conclusions on the following topics.
• Worked with other members of the firm to improve audit quality, efficiency and compliance with professional standards and other regulations.

Greater New York City Area

-Performed financial audits of middle market corporations ($10 million to $1 billion in total revenue) in the following industries: manufacturing, wholesale distribution, software, technology, life science, restaurant management, service, apparel, parking facilities, audio post production, publishing, and real estate.-Audit clients focused on Private.

• Performed financial audits on investor owned software and technology companies. Entities had complex debt and equity instruments and international subsidiaries. Reviewed and research accounting literature and prepare.
• Responsible for the overall management of assurance engagements and all facets of client service delivery.
• Managed audit teams of two to four staff people on jobs lasting one week to several months.
• Trained other members of the audit department in the application of the audit clarity standards, ASC 820 and the use of technology tools related to audit sampling and increasing audit efficiency and effectiveness.
• Lead senior manager of the employee benefit plan audit practice, consisting of approximately 450 plans. Responsibilities included scheduling, billing, and training of staff through partners on current employee benefit.
• Spoke on employee benefits plans and has presented on national webcasts, at seminars, and Certified Professional Education courses. Topics included internal controls, ERISA and other auditing and accounting standards.