Patrick Cioffi, Cpa Email & Phone Number

In my current role, I provide specialized advisory services to public companies, private entities, and high-net-worth individuals, ensuring accurate and timely financial reporting for key SEC filings (10-Ks, 10-Qs, 8-Ks, S-1s, and S-3s). My expertise spans technical accounting, including consolidations, acquisitions, derivatives, revenue recognition, leases, foreign currency, MD&A, and XBRL.Key Contributions:• $35K+ Annual Savings: Implemented new accounting standards, drafted policy memos, trained staff, and prepared disclosures.• 10% Reduction in Audit Fees: Optimized reporting processes, introduced robust controls, and eliminated year-end adjustments and SEC comment letters.• $50K Savings: Analyzed IRS Code 382 for income tax footnotes, reducing reliance on external advisory services.• Strategic Guidance: Delivered GAAP compliance, financial disclosures, and adoption of standards like ASC 606, ASC 842, and ASC 220-40.• Process Streamlining: Strengthened internal controls, safeguarded assets, supervised tax filings, and mentored high-performing teams.Public Company Highlights:• Advised on restructuring accounting, ensuring accurate disclosures for impairments on leases and intangible assets, and restructuring footnotes.• Authored MD&A sections and optimized reporting workflows, ensuring timely SEC submissions.• Proactively implemented ASC 220-40 (Disaggregation of Expenses) to lay the groundwork for a seamless 2027 adoption.

As the SEC Reporting Manager/Controller, I managed compliance and filing requirements for multiple SEC registrants, including domestic and international subsidiaries, while leading a team of two professionals. I collaborated with C-level executives, board members, and external auditors to deliver timely, accurate financial reporting and filings, including 10-Ks, 10-Qs, footnotes, MD&A, and ad hoc projects. My role required detailed accounting research on acquisitions, foreign currency matters, debt and equity issuances, derivatives, and implementing new accounting standards.Key Contributions:• Timely Compliance: Achieved on-time filings for two SEC registrants with different year-ends across eight reporting periods, ensuring full regulatory compliance.• Exemplary Reporting Standards: Delivered six consecutive years of filings without SEC comment letters, demonstrating accuracy and precision.• SEC Deconsolidation Success: Led a successful SEC deconsolidation project, conducting comprehensive accounting research and significantly reducing external audit costs.• Process Optimization: Streamlined accounting processes and strengthened internal controls to safeguard assets, supervise tax filings, and ensure confidentiality.• Leadership & Mentoring: Mentored and coached two professionals, fostering a high-performing, detail-oriented team culture.Through strategic leadership and technical expertise, I enhanced reporting accuracy, reduced costs, and improved internal efficiencies, ensuring compliance with SEC regulations and maintaining the highest standards of public reporting integrity.

New York, Ny, Us

In my role as SEC Audit Manager, I directed engagement teams of up to four staff on audits of SEC registrants across diverse industries. I managed a dynamic client portfolio, delivering high-quality audit services, strengthening client relationships, and providing value-added insights to address complex financial challenges. I ensured audits were completed on time and fully compliant with GAAP, GAAS, PCAOB, and SOX regulations while collaborating closely with senior management and engagement partners.Notable Achievements:• International Audits: Coordinated audits for international subsidiaries and multi-location facilities, ensuring seamless collaboration across operations and regulatory compliance.• Staff Mentorship: Mentored and developed audit staff, conducted performance reviews, and enhanced in-house continuing education initiatives to build a high-performing team.• Engagement Oversight: Managed all aspects of engagement administration, including budgeting, planning, supervision, and communication with partners, audit committees, and C-level executives.• Technical Excellence: Collaborated with senior management to address and resolve financial reporting challenges, ensuring the accurate interpretation and application of complex accounting standards.By leveraging leadership, technical expertise, and a solutions-focused mindset, I consistently delivered results that improved audit efficiency, strengthened controls, and supported client success in meeting public reporting requirements.

Tax SupervisorCaler, Donten, Levine, Porter & Veil, Pa, West Palm Beach, FL | 2005 – 2006Audit & Tax SupervisorMBAF, CPAs f/k/a Rampell & Rampell, PA, Palm Beach, FL | 2001 – 2005 Partner/ShareholderPinnacle Consulting & Professional Accounting, Stuart, FL | 1999 – 2001Senior AccountantMBAF, CPAs f/k/a Rampell & Rampell, PA, Palm Beach, FL | 1997 – 1999Sole PractitionerPatrick H. Cioffi, CPA, PA, Stuart, FL | 1992 – 1997 ManagerEisnerAmper, LLP f/k/a Diamant, Katz Kahn & Co, Pa, New York, NY | 1989 – 1992 Senior Accountant Gerald H. Dallek& Co., CPA, Great Neck, NY | 1985 – 1989 Special Projects AccountantShell Oil Company, Saudi Arabia | 1982 – 1984 Staff AccountantErnst & Young, LLP f/k/a May, Zima & Co, CPA, Daytona Beach, FL | 1980 – 1982 Junior AccountantRaisman & Spinner, CPA, Deer Park, NY | 1979 –1980