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.

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