Michael Doery Email & Phone Number

Madison, New Jersey, Us

Internal and SEC Reporting, Technical Accounting, Disbursements, Corporate Accounting, Insurance program, PEO selection, Stock-based Compensation, Budgeting, Toppan Merrill, RDG Filings, Bill, QBO Advanced, '34 and '33 Act filings, Manage Audit and Tax firm relationships.

SEC advisory, Management consulting roles

CFO and CAO. Prepare annual and monthly budgets and expense/cash flow forecasting, strategic financial advice on cash management, equity/convertible debt structure, fundraising and assess/negotiate insurance coverage requirements. Prepare technical memos on proposed equity instruments for compliance with ASC 718. Analyzed Convertible Preferred Notes treatment between ASC's 480 and 815. Prepare 1099 tax filings, daily, monthly accounting entries and G/L account reconciliations. Prepare monthly close, and annual and quarterly financial statements and reports to investor group. Documenting accounting and business policies. Managing external tax firm relationship.Microsoft Office suite and QuickBooks Online.

Caretaker for Parent with ALZ/Dementia through March 2020

Chicago, Il, Us

Provided external audit services to public, private and private-equity backed companies. Companies ranged from start-up's to $800MM in revenues. Industries included transportation/logistics, manufacturing, consumer products, and biotech. Reviewed cash flow forecasts, global and domestic consolidations, including F/X translation, and reconciliations. Analyzed ASC 606 and ASC 842 adoptions. Reviewed Financial Statement Reporting for appropriate disclosures, prepared bills and pursued collections and prepared engagement budgets. Assessed internal controls for weaknesses.Researched ASC 842 and ASC 606. Presented results to senior management and board of directors

Springfield, Il, Us

Responsible for SOX 404/302 program execution and administration. Extensive interaction with senior management and external audit team. Assess and interpret impact of new ASU's and PCAOB rulemaking on documentation and testing requirements for internal controls. Responsible for SOC-1/SSAE No. 18 testing and report oversight. Lead for Financial Internal Audit team. Assist with risk assessments. Some Lawson software experience and Concur.

Springfield, Il, Us

Provided IA Co-sourcing and SOX 404 assistance in selected areas to the Internal Audit Services team at the company.

Chicago, Illinois, Us

Internal Audit Practice Lead for the Metro NY area for the Non-FI Internal Audit Practice. Responsible for providing Internal Audit/SOX 404/Risk services to companies in the Tri-State area as well as within the Crowe Horwath National Risk Practice. Selected position highlights included:Project leader for SOX 404 compliance effort within the Internal Audit group of a public, $1Billion+, Multi-line Insurance Company. Provided accounting research/compliance guidance on ASC’s 820, 350, 718, 320 and other ASU’s, teaching the company's IA staff, providing the primary review of external audit support workpapers, including test plan execution and acting in a QA role in interpreting external audit assistance requirements. Extensive interfacing role with external Big 4 audit team.Provided Internal Audit Co-sourcing for a $1Billion Hi-Technology company and a private non-profit organization.Current on US ASC Standards (GAAP), AICPA and PCAOB Standards, COSO 2013 and some knowledge of IFRS and ERM.Identified sales opportunities in Financial Accounting, Internal Audit, IT Audit, Benefit Plan Audit and Accounting Process documentation. Created and wrote proposals, prepared budgets and project forecasts.Instructor for National Training at annual Business Risk Training. Supervised 1-8 professionals.

Milwaukee, Us

Co-lead for the Finance & Accounting Practice in the Tri-State Region. Expertise included ASC standards (US GAAP), AICPA and PCAOB Auditing Standards, COSO 2013 and MAR.Accomplishments included leading a project for software revenue recognition accounting for an $80MM subsidiary of a global information service provider in converting from Australian GAAP to US GAAP, leading an account reconciliation project for a global financial institution for part of its $1B municipal bond portfolio and providing oversight for accounting services for a hedge fund which had over $2B assets under management at it's peak. I led full preparation for an 8-K filing for an acquired company, including Pro-forma’s and purchase accounting research on behalf of a NASDAQ-listed $335MM Biopharmaceutical company.I was the PMO/Lead for a component of a Finance Transformation/Process improvement project for a NYSE-listed Financial Institution and provided SOX 404/Internal Audit services for several public and private companies.

Self-employed - Independent contractor - provided technical assistance to smaller public accounting firms in reviewing audit workpapers, technical research, SOX 404 assistance.Provided SOX-404 assistance as acting PMO for a $4Billion acquistion by a Fortune 1000 company.Prepared inventory process documentation and provided best practices advice for a high-end jewelry retailer.

Menlo Park, California, Us

Provided clients with accounting research guidance for financial transactions and disclosures for financial reporting, impairment analyses, revenue recognition, restructuring and operational issues.Provided strategic guidance to a numerous clients on effective implementation of Corporate Governance requirements including SOX and J-SOX, including preparation of risk assessments, scoping requirements and implementation effects.Led JSOX assistance for a multinational conglomerate’s US subsidiaries.Provided outsourced/co-sourced internal audit services including risk assessments (multi-national, multi-location, multi-processes), development and execution of internal audit plans for operational and financial audits for clients in various industries including consumer products, service companies, manufacturing & distribution and private equity firms and their existing portfolio companies in order to increase shareholder value.Established the Stamford CT practice office, including assistance with facilities negotiation and office location. Responsible for overall office management, budgeting and forecasting, staffing requirements and practice coordination. Extensive interaction with client company senior level management.Directly responsible for supervising 10-25 staff and management personnel concurrently on various engagements. Responsible for the mentoring and development of various staff personnel.

Worldwide, Oo

Audit Partner in the Technology, Media and Telecom market unit. Directly responsible for supervising 20-40 staff and management personnel concurrently on various external audit/attest engagements. Human Resource Partner (hiring, staffing) for Audit Function in Stamford (100+ professionals). Led the Global Development program (strategic program for overseas personnel placement) in Deloitte’s Northeast region (20-30 professionals). Extensive interaction with Audit Committees of Board of Directors. Managed $2-3Million in fees annually.As a Partner, provided input related to various accounting issues as well as external audit services to various publicly traded, privately-held and private equity-backed clients regarding the the structuring of acquisitions, treatment of disclosures for financial reporting purposes, the SEC Registration statement process, advice on implementation of Sarbanes-Oxley 404 and Corporate Governance issues. Instructor at Deloitte national training seminars. Prepared budgets/forecasts, collected receivables and managed multiple client audit relationships. Extensive Pension Plan (401k, Defined Benefit, 11-K) and Health & Welfare Plans audit experience. Performed Internal Quality Assurance Reviews.

New York, New York, Us

Led a variety of operational audits at various domestic and international locations, including subsidiaries in South Africa, Chile, Argentina, Canada, Poland, the United Kingdom, Zimbabwe, Finland, Hong Kong, Thailand, Taiwan and Mexico.Advised and assisted local management on implementation of various audit recommendations and operational efficiencies. Assisted the Audit Director in the revamping/reorganization of the department’s audit process approach. Re-focused the audit approach for domestic audits on business processes rather than functional areas and was responsible for the professional development of six operational auditors.