If your company manages data for another company, a compliance audit or review may be required. The team at Roosa CPA, LLC has over 25 years of experience working for the Big 4 global CPA firms and can assist your company in preparing and completing the appropriate audit or review. We provide risk advisory services and regulatory compliance services to companies nationwide.Website: www.roosacpa.com

Manager; International Financial Reporting Standards (IFRS) Implementation Project (2009)Key team member of initial phase of accounting/reporting conversion project from U.S. Generally Accepted Accounting Principles (GAAP) to IFRS. Conducted in-depth research and analysis on internal financial processes and various components of balance sheets to document GAAP differences. Finance Senior Manager; Washington Federal Practice (WFP) (2008)Selected to design and implement Cost… Show more Manager; International Financial Reporting Standards (IFRS) Implementation Project (2009)Key team member of initial phase of accounting/reporting conversion project from U.S. Generally Accepted Accounting Principles (GAAP) to IFRS. Conducted in-depth research and analysis on internal financial processes and various components of balance sheets to document GAAP differences. Finance Senior Manager; Washington Federal Practice (WFP) (2008)Selected to design and implement Cost Accounting System to enable WFP to bid on cost-plus government contracts. ▪ Successfully completed implementation project within stringent 3-month deadline. ▪ Recommended creation of new trial balance reporting structure for Profit Center groupings; implemented companywide.▪ Recognized by senior management for quickly grasping Government Contract Costs and Cost Accounting Systems; received performance bonus.▪ Created policies and procedures manual; conducted staff training on new system.Finance Director / Special Projects (Accounting) (2006-2008)Managed high-level, high-profile program to manage partners' taxable income gap. Legal Entities and Cash / Tax Basis Accounting (2003-2008)Accountable for Cash and Tax Basis Trial Balance compilation and analyzation of 20+ legal entities within PwC. ▪ Recognized as SME for Partners' Equity▪ Worked extensively with outside SAP Consultant for creation of SAP Cash and Tax Basis General Ledger; integral team member for conversion from accrual-based SAP G/L to cash- and tax-based SAP. Completed project within 6-month deadline.▪ Puerto Rico Legal Entity Accounting Project: Designed Excel model to calculate and convert financial results from June to September year-end for compliance. ▪ Consistently rated Higher Than Expected on performance reviews.Finance Director; Financial Reporting and Accounting (1998-2003)Manager / Associate Director; Financial Reporting and General Ledger Closing (1994-1998) Show less

Accounting of retail and correspondent mortgage loan production/originations, servicing rights sales and purchases, and excess servicing fees. Performed market and present valuations for purchased mortgage servicing rights (PMSR); projected and analyzed PMSR values.

Industry experience included audits of manufacturing (sporting goods, juvenile furniture, plumbing products), mortgage banking, funeral home/cemetery businesses, and government entities. Major clients included Spalding & Evenflo Companies, Inc., Briggs Industries, Inc., City of St. Petersburg, and City of Clearwater.