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Frey
24008 Norfolk Lane
Plainfield, IL 60585
jf7
9c626@westpost.net
630-926-2488
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CERTIFIED PUBLIC ACCOUNTANT
Manager with seven years of managerial experience and eleven years in supervisor
y rolls during a variety of audit, consulting and accounting positions. Persuas
ive and concise communicator, with effective and big picture management style.
Able to motivate small or large teams to produce deliverables to clients that ex
ceed expectations while remaining efficient and effective relative to budgets.
Professional strengths include:
Financial Accounting Financial Reporting SEC & Private Client Rel
ationship Management
Financial & Investment Analysis Project Management Variance Analy
sis
Benefit Plan Expert Efficiency Improvements Staff Development
Compliance Audit & Accounting Budgeting Internal Controls, COSO
Technology: Microsoft Office products (Excel, Word, PowerPoint, Outlook)
, PeopleSoft, Voyager - GT electronic work papers,
TBeam, IDEA, Lotus 1-2-3, Lotus Notes, WordPerfect
, and QuattroPro
PROFESSIONAL EXPERIENCE
Grant Thornton LLP, Oakbrook, IL
2005 to 2009
Experienced Manager
Actively managed over fifty benefit plan audits for approximately twenty five c
lients, including the Chicago offices largest client
Mentoring and helped training staff of four dedicated benefit plan auditors and
six dedicated benefit plan seniors
Presented at national benefit plan training on audit planning and fieldwork top
ics, including risk assessment, documentation of internal controls, SAS 99 discu
ssions, proper analytical documentation, SAS 70 reviews, proper tailoring of aud
it program, through all compliance testing and newly developed work papers
Reviewed Form 5500s, reviewed ADP/ACP testing, assisted clients with DOL notice
s and plan corrections
Developed strong relationships with clients through effective communication
Lead team to create Chicago office staff training and case studies that are now
used in several other offices
Assisted clients with implementation and disclosure of SOP 94.4.1 and FASB Stat
ement No.157
Supervised audits that detected all levels of deficiencies in internal controls
and assisted clients with recommendations to correct
Conducted internal practice reviews to insure audits were in compliance with fi
rm policy, GAAP and GAAS
Managed an audit that went through the current assessment of quality by EBSA th
at resulted in no comments or findings
Achieved SQM scores of 8.4 or higher on a scale from one to ten
Crowe Chizek LLP, Oakbrook, IL
2003 - 2005
Audit Manager
Actively managed over fifty benefit plan audits including 401K plans, Defined b
enefit plans, Heath and Welfare Plans, and Employee Stock Ownership Plans
Supervised, reviewed and assisted in mentoring and training staff of four and t
wo seniors
Achieved a strong relationships with clients and attained a high level of custo
mer service skills
Developed strong interpersonal communication skills, and improved marketing and
negotiation skills
Continually increased knowledge of ERISA, IRS, DOL and accounting rules and reg
ulations established under the AICPA and PCAOB