Michael Stein Email & Phone Number

Carlsbad, CA, US

• Promoted to Senior Manager in July 2020.
• Manage Accounting Manager and three Senior Accountants responsible for properly accounting for Debt, Equity and various P&L lines, including Labor, R&M, and Professional Fees.
• Prepare monthly Statements of Cash Flows
• Support SOX compliance through developing and implementing controls.
• Manage external audit engagements by serving as primary contact to the auditors and coordinating completion of PBC requests.
• Perform GAAP research and develop accounting policies and procedures for complex transactions.

Carlsbad, CA, US

• Promoted to Senior Manager in July 2020.
• Manage three Senior Accountants responsible for properly accounting for various P&L lines, including Labor, R&M, Advertising, and Professional Fees, as well as joint venture accounting.
• Prepare monthly Statements of Cash Flows
• Support SOX compliance through developing and implementing controls.
• Manage external audit engagements by serving as primary contact to the auditors and coordinating completion of PBC requests.
• Perform GAAP research and develop accounting policies and procedures for complex transactions.

Carlsbad, CA, US

• Supervised revenue accounting group responsible for accurate recording of gross revenue.
• Supervised cash accounting group responsible for recording transactions and preparing reconciliations of over 30 bank accounts.
• Accurately recorded and reported financial transactions through preparation of journal entries and reconciliations during the general ledger month-end close process.
• Presented monthly performance figures to management and executives.
• Developed accounting policies and procedures for new revenue-generating initiatives.
• Examined marketing contracts and ensured related accounting treatment is in accordance with GAAP.

Chicago, Illinois, US

• Timely performed audits from the planning stages to the preparation and issuance of financial statements for companies within the technology, manufacturing, distribution, construction, non-profit, and casino industries.
• Supervised the work of audit associates throughout all aspects of audit engagements.
• Guided and evaluated new-hire performance by serving as a performance advisor.
• Researched relevant accounting and auditing issues.
• Teamed with firm partners to prepare business advice letters to client executives.