Not-For-Profit Industry Financial Management Specialist
Citrin Cooperman is among the largest, nationally recognized full-service CPA firms in the United States currently ranked in the top 25. With offices in New York, NY; White Plains, NY; Livingston, NJ; Norwalk, CT; Philadelphia, PA; Plainview, NY; Bethesda, MD; Braintree, MA; Woburn, MA; and Gujarat, India, Citrin Cooperman has steadily built its business serving a diverse and loyal clientele since 1979. Our daily mission is to help our clients focus on what counts. We enhance the business and personal lives of our clients through our customized approach which includes offering a wide range of attest, assurance, tax, and business advisory services, including valuation and forensic services, across the globe. Citrin Cooperman has deep experience in a variety of industries, including entertainment, financial services, franchising, health care, private equity, real estate, and technology. Citrin Cooperman is an independent firm associated with Moore Stephens International Limited
Advisor to Not-for-Profit executive management and boards of directors. Assisting NFP organizations with executive financial management and strategic planning, My background includes being an audit partner and leader of the Not-for-Profit Industry Practice Group in a regional CPA firm with in-depth experience providing assurance and business advisory services. I led the development of services to a newly formed not-for-profit practice area and directed the establishment of branding for the firm with nonprofit centers of influence. My extensive experience working exclusively with not-for-profit organizations spans a variety of industries including education, human services, foundations, healthcare, membership and religious sectors. In addition to assisting my clients with their nonprofit financial reporting and regulatory compliance requirements, I act as a resource to executive management and board members for addressing various business planning and governance matters. I assist clients in the evaluation of internal controls and make recommendations to mitigate weaknesses and improve efficiency in processes and procedures.My strengths also include building high-performing teams and mentoring and training internal personnel for not-for-profit business services. I am also a frequent presenter to local and national nonprofit trade organizations on various topics including financial reporting, endowments, fraud risks, board communication and governance issues.