One Team

Mike is the Chief Executive Officer & Managing Partner at Centri Business Consulting. He has more than 20 years of public and private accounting experience. Since June 2011, he has been the CEO & Managing Partner of Centri, a rapidly growing accounting and advisory firm dedicated to providing quality expertise to help businesses grow and succeed, with a focus on capital markets, transactions, and emerging growth organizations and industries.

Prior to his time with Centri, he was Capital Gold Corporation’s Corporate Controller from 2007 until their sale to Gammon Gold in a $420 million deal in 2011. During this period, the Company had tremendous growth and included continuous due diligence efforts on its acquisitions as well as an uplisting and bell-ringing on the New York Stock Exchange.  In this role, his responsibilities also included functioning as Director of Internal Controls as well as Director of Financial Reporting. In this position, he also developed procedures and work paper packages in order to close the books on a timely basis at both the Corporate and International locations. He developed, implemented, and documented all internal controls entity-wide. In addition, he completed testing of the International internal controls and coordinated testing of the corporate internal controls. He also prepared quarterly and annual financial statements for inclusion in the Company’s SEC filings of Form 10-Q and Form 10-K.

Mike has received several prestigious award recognitions, such as being selected as one of Philadelphia Business Journal’s Most Admired CEOs and named Accounting Today’s Managing Partner Elite in 2022. He also earned Centri the top spot on Accounting Today’s 2022 Fastest Growing Firm’s list and a spot on Philadelphia Business Journal’s Soaring 76 program that recognizes the fastest-growing businesses in the city.

Prior to his time with Capital Gold, he was an Assurance Manager with BDO USA, LLP where he managed several large public and private engagements across various industries, including Life Sciences, Technology, Manufacturing, and Real Estate, just to name a few.  In addition, Mike was the office expert on Section 404 of the Sarbanes Oxley Act of 2002 and managed the office’s largest clients. Prior to his time with BDO, Mike was an Audit and Accounting Senior at Maillie, Falconiero & Company.

Mike received a B.S. in Accounting from the Pennsylvania State University and is a Certified Public Accountant. He is a member of both the American and Pennsylvania Institute of Certified Public Accountants.

Gerald is the President & Partner at Centri Business Consulting. He has more than 20 years of public and private accounting advisory experience. Gerald joined Centri in July 2012 and has supported many clients in achieving their growth initiatives, whether that be a transaction to raise capital, reorganization via carve out, or solving challenges in connection with an acquisition or divestiture. While providing acquisition or divestiture support, he has helped clients increase the value of the deal by resolving issues on the front end, ensuring accuracy in measurements, and ensuring appropriate value adjustments are well supported. Gerald has also supported client debt or equity fundraising efforts, either with one party, a syndicate, or via crowdfunding, providing support with financial reporting, technical accounting, and project management. Gerald works with public issuers, pre-IPO, and privately-owned companies across numerous industries.

As President, Gerald monitors and drives effective and efficient operations of the organization across all segments of the firm. In addition, he oversees the IT organization of the firm and assists with setting the strategic direction of the firm’s IT infrastructure. Gerald supports each firm segment with their growth initiatives through operational efficiency evolution within the delivery model and appropriate growth of the relative team.

Prior to his time with Centri, Gerald was an Assurance Manager with BDO USA, LLP, where he managed several large public and private engagements. He has managed and performed audit services for both public and privately-owned companies, including audits of internal control over financial reporting. While at BDO, Gerald also instructed several internal courses, including revenue recognition and updates to accounting and auditing guidance, and performed internal inspections of audit engagements performed by other offices. Before his career at BDO, Gerald was an Assurance Staff at Baker Tilly.

Gerald received a BS-BA with a major in Accounting from Shippensburg University in 2003 and is a Certified Public Accountant. He is a member of both the American and Pennsylvania Institutes of Certified Public Accountants and is active on several committees of the PICPA. In connection with his active participation in PICPA events, the Emerging CPA Committee, and the Insurance Conference Planning Committee, Gerald received the “40 under 40: Members to Watch” Award in 2011.

Steve is the Chief Advisor to the CEO & Partner at Centri Business Consulting. He has over 35 years of public and private accounting experience, serving public and privately-owned companies. He joined Centri in October 2016 and has worked with a wide range of industries, including manufacturing, gaming and entertainment, cryptocurrency funds, telecommunications resellers, real estate developers, and home builders. He also specialized in emerging growth technology companies, business development companies, private investment partnerships, and family-owned businesses. Steve combines a strong audit and accounting background with an ability to identify, address and resolve issues that are essential to the entrepreneur. Steve’s experience includes significant involvement with public companies and the reporting issues facing these companies. He has worked with numerous private companies and counseled management on ongoing public issues. He is familiar with and worked on many private and public offerings of securities. He has strong experience with IPOs as well as private placements.

Prior to his time with Centri, Steve served as a Partner with RSM US, LLP from 2008 to 2015, retiring in 2015. Prior to RSM, Steve was employed by BDO US, LLP from 1991 to 2007, where he became a partner in 1999 and was the managing partner of the Philadelphia office audit practice from 2004 to 2006. In his career, he has served as a CFO for Transducer Systems, Inc., a publicly-traded international manufacturing company, from 1981 to 1985, and as a member of the Board of Directors of Early Stage East, one of the largest geographic venture capital showcases, from 2000 to 2015, and project manager for many consultative assignments.

Steve has also served for two years as a discussion leader for seminars for the Pennsylvania Institute of Certified Public Accountants on courses related to Quality Control in public accounting firms and has authored articles on this topic and articles on the business challenges facing middle-market companies. During this time frame, he also performed quality reviews of local accounting firms for the PICPA.

Steve received a B.S. in Accounting from The University of Delaware in 1978.  He is a former CPA prior to his retirement from public accounting. He is a past member (1983-2021) of both the American Institute of Certified Public Accountants and the Pennsylvania Institute of Certified Public Accountants.

Jaime is the Chief Operating Officer & Partner at Centri Business Consulting. She has more than 17 years of consulting and public accounting experience. She joined Centri in June of 2014 and has assisted clients across several industries with their financial reporting requirements and the preparation of periodic filings with the Securities and Exchange Commission (“SEC”), including S-1, 8-K, 10-Q, and 10-K filings. Jaime also supports clients with IPO readiness, pre-audit support, and documentation of technical accounting matters, with a subject matter focus on complex debt and equity transactions. Additionally, Jaime is the leader of the firm’s ASC 606 Revenue Recognition and ASC 842 Lease accounting task forces, where she guides public and private companies through the implementation of these new standards on both technical and operational matters. In addition to COO, Jaime is the firm’s Chief Quality Officer (“CQO”). She is responsible for overseeing the strategic development, processes, and initiatives related to training and growing a team of professionals, both technically and qualitatively, while upholding Centri’s commitment to quality of services and client satisfaction.

Prior to her time with Centri, Jaime was an Assurance Manager with BDO USA, LLP, where she managed several private and public engagements for clients in a variety of industries, including long-term care insurance, medical malpractice insurance, distribution, retail, radio, technology, and life sciences. Her experience includes both publicly and privately held companies with domestic and international operations, including audits of internal controls over financial reporting. While at BDO, Jaime instructed several internal courses for local offices in the greater Philadelphia area and at BDO national milestone training which included updates to accounting and auditing guidance.

Jaime received a B.S. from West Chester University in Accounting and is a Certified Public Accountant. She is a member of the American and Pennsylvania Institute of Certified Public Accountants. In connection with her active participation in PICPA events and formerly with the Emerging CPAs Committee, Jaime received the PICPA “Young Leaders” Award in 2013.

Christopher is the Chief Revenue Officer & Partner at Centri Business Consulting. He is the leader of the firm’s SEC Financial Reporting and Capital Markets Practice and specializes in the delivery of capital market readiness and financial reporting to clients across several industries, including fintech, financial services, life sciences, health/wellness, telecommunications, private equity, real estate, and construction. He joined Centri in 2015 and advises clients on the accounting treatment of various transactions, including complex debt/equity transactions, business combinations, reverse mergers, revenue recognition, lease accounting, and various SEC-related issues.

Christopher has led, advised, and participated in dozens of IPO, SPAC, and M&A transactions in which he provides pre-audit and technical accounting support, drafts financial statements and Forms S-1, S-4, 10, 10-K, 10-Q, 8-K, and associated correspondence with the SEC.

Prior to his time with Centri, Christopher spent time in both private and public accounting. While in private accounting, he was responsible for all areas relating to accounting and internal/external financial reporting. This included developing and maintaining accounting practices and procedures and ensuring accurate and timely financial statements. While managing the day-to-day accounting functions, Christopher also implemented new processes and procedures to enhance the workflow of the IT department.

Christopher began his career in public accounting, where he provided audit and advisory services to both privately held and publicly traded companies. He worked with a broad range of clients and executed review and auditing procedures for SEC registrants. He was involved with full-scope financial management system reviews sanctioned by the Federal Transit Administration of major transportation entities across the United States – Miami Dade Transit, Puerto Rico Maritime Transport Authority, and Capital Area Transit System, Baton Rouge.

Christopher received a BS-BA with a concentration in Accounting from Drexel University in Philadelphia, PA. He is a Certified Public Accountant in Pennsylvania.

Kristen is the Chief People Officer (CPO) at Centri Business Consulting. She has over 20 years of experience. She joined Centri in March 2015 as a Controller, became CFO in 2018, and CPO in 2020. As CFO, she oversaw all of Centri’s finance and administrative functions to ensure reliable and accurate financial data was provided on a timely basis. In February 2023, Kristen transitioned fully to her role as CPO. As CPO, she is responsible for ensuring the firm’s core values are communicated and lived on a daily basis, as well as overseeing the strategy and process related to building and retaining an exceptional team of professionals. She started the first Centri Leadership program in 2019 and facilitates Centri’s Path to Partner Program, manages the Mentor Program, and various team engagement projects.

Prior to her time with Centri, Kristen was a Senior Manager with Baker Tilley Virchow Krause, LLP (formally, ParenteBeard LLC) for over 8 years. Kristen was a member of their Healthcare Business Services group. She oversaw multiple healthcare and not-for-profit audit engagements where she managed multiple team members, prepared, and assisted in the preparation of financial statements, reviewed and prepared workpapers used to support audit opinions, prepared and assisted in the preparation of the Schedule of Expenditures and Federal Awards, as well as audit federal expenditures and provide opinions in accordance with the Single Audit Act and OMB Circular A-133. She also prepared and instructed multiple internal training sessions.

While at ParenteBeard, LLC, she participated in the Leadership, Entrepreneurialism and Achievement at ParenteBeard (“LEAP”) program. It is a 3-year program led by Penn State instructors in which selected participants acquire the skill set necessary to become an effective leader in today’s competitive, global work environment. She was given the Rising Star Award voted on by her peers at the end of the program.

Kristen received a B.S. in Accounting from West Chester University in 2002 and is a Certified Public Accountant. She is a member of Chief.

Christian is the Chief Financial Officer at Centri Business Consulting. He has more than 20 years of experience and is a member of the firm’s executive management team. He joined Centri in February 2023 and is responsible for the firm’s overall financial management, including accounting, balance sheet management, financial planning and analysis, corporate treasury, corporate investments, tax, and financial growth initiatives.

Prior to his time with Centri, Christian served as Vice President of Finance/Acting CFO of a private equity-sponsored veterinarian healthcare consolidator with 100+ partnerships, a position he assumed from 2018 through 2023. Christian was the financial leader for all strategic and financial workstreams. Christian’s value creation initiatives helped pave the way for a successful sale of the company in December 2021. Previously, Christian was the Director of Finance for two commodity trading organizations. In those roles, he was responsible for the corporate finance teams, forming new business segments, and leading the onboarding efforts for newly acquired assets. Prior to this, Christian spent 9 years with Big Four accounting firms, including Deloitte and KPMG, in various auditing and advisory roles.

Christian received a B.S. in Accounting from Widener University in Pennsylvania and is a Certified Public Accountant.

Pavlo is a Partner at Centri Business Consulting. He has more than 16 years of public accounting experience. He joined Centri in January 2024 and, throughout his career, has worked with a diverse range of publicly and privately owned clients across several industries, including technology, life sciences, manufacturing and distribution, retail and consumer products, and media and advertising. Pavlo has a focus on serving clients with complex accounting and reporting transactions, including but not limited to revenue recognition, complex financial instruments, stock-based compensation, and business combinations.

In addition, Pavlo has significant experience with internal controls, including understanding the client’s business processes, identifying risks, and evaluating the effectiveness of relevant control activities related to various business cycles in compliance with the Sarbanes-Oxley Act.

Prior to his time with Centri, Pavlo was an Audit Partner at BDO USA. He was also a member of the firm’s Technology and Retail and Consumer Products industry groups.

Pavlo received a B.S. in Accounting from West Chester University in 2007 and is a Certified Public Accountant. He is a member of the American Institute of Certified Public Accountants.

Michael is a Partner at Centri Business Consulting and the leader of the firm’s Fintech and Digital Asset Practices. He has more than 10 years of experience in the accounting treatment of various transactions, including complex debt and equity analysis, business combinations and acquisition accounting process integration. He joined Centri in September 2016 and has assisted clients across several industries, including digital assets/fintech, financial services, life sciences, private equity, healthcare, food/beverage, government contracting, and construction. He also prepares periodic filings with the Securities and Exchange Commission (“SEC”) including S-1, 8-K, Proxy, Form 10, Form 4, 10-Q and 10-K filings, along with IPO readiness.

In addition to accounting for complex transactions and preparation of SEC filings, Michael has assisted clients of various sizes and across multiple industries with their financial reporting requirements, and pre-audit support preparation. Additionally, Mike is a leader in the firm’s ASC 606 Revenue Recognition task force, where he guides public and private companies through the implementation of the new standard on both technical and operational matters.

Prior to his time with Centri, Michael was a Senior Associate at PwC, where he worked on several private and public engagements for clients in a variety of industries, including healthcare, higher education, and technology. Mike was primarily a member of their Healthcare Business Services group. He helped coordinate multiple audit engagements where he managed numerous team members, assisted in the preparation of financial statements, reviewed and prepared workpapers used to support audit opinions, and assisted in the preparation of the Schedule of Expenditures and Federal Awards, as well as audit federal expenditures and provide opinions in accordance with the Single Audit Act and OMB Circular A-133.

Mike received a BS-BA and a M.S. in Accounting from the University of Vermont in 2011 and 2012, respectively. He is a member of the Bitwave Partner Advisory Council, Digits Advisory Board member, and is a member of Wall Street Blockchain Alliance.

Nathan is a Partner and the Atlanta Market Leader at Centri Business Consulting. He has over 20 years of accounting and business advisory experience. Nathan joined Centri in December 2023 to establish and build the firm’s brand presence in Atlanta and the Southeast region. He is responsible for the market growth efforts, client delivery, and management of the office. Nathan has extensive experience advising organizations through financial and operational transformation, working with Private Equity to optimize portfolio operations, and advising clients through transactions and capital market initiatives.

Prior to joining Centri, Nathan helped establish the Atlanta presence for Riveron and managed the firm’s Southeast market development efforts as a managing director and market leader. Nathan was also the Co-Founder of The Childers Group, an Information Technology services and mission-critical systems development firm focused on servicing Federal Government agencies. Nathan previously spent time in the technology industry running the operations for Preparis, a private equity-backed leader in the business continuity sector. Nathan also managed the finance and accounting services practice for DRT Strategies, a boutique management consulting firm in addition to establishing and building their Atlanta presence. He started his professional career with PwC.

Nathan received a BSBA from Appalachian State University and a Master’s in Accountancy from Wake Forest University. Nathan is a decorated combat veteran who served as a US Army Infantry Officer for nearly a decade in various leadership and command positions.

Jerry is a Partner at Centri Business Consulting and the leader of the firm’s Valuation Practice. He has more than 20 years of valuation experience and has analyzed and valued companies for numerous purposes, participating in a wide variety of industries, including technology, life sciences, energy, retail, and manufacturing.

He has conducted valuations of the securities and intangible assets of public and private corporations, partnership interests, and Subchapter S corporations for purposes including IRC 409a, ASC 820, ASC 805 and ASC 350, acquisition/divestiture, fairness opinions, reorganizations, estate planning, and regulatory compliance. Jerry has prepared valuations of business enterprises, capital stock, and stock options for purposes such as mergers and acquisitions and recapitalizations. During his career, he has also provided valuation advisory services to client companies for strategic planning purposes and pre-acquisition purchase price allocation analysis, as well as pricing studies for life science companies.

In addition, Jerry also has a broad range of experience valuing a wide range of complex derivatives, including adjustable stock options and warrants, restricted stock units, performance-based shares, convertible debt instruments, and other hedging instruments.

Prior to his time with Centri, Jerry was a Director with GBQ Consulting. Previous positions include Vice President with BDO Valuation Advisors, LLC in Philadelphia, where he provided valuation services to client companies and provided audit support in the review of a variety of third-party analyses, including derivatives, including SWAP, foreign exchange, and oil and natural gas futures, among others. Prior to BDO Valuation Advisors, Jerry was a Manager with CBIZ Valuation Group.

Jerry received a B.A. at Richard Stockton College and completed graduate work at the University of Pennsylvania. He is a candidate member of the American Society of Appraisers.

Tori is a Partner at Centri Business Consulting and the leader of the firm’s Audit Support & Readiness Practice. She has more than 11 years of experience in accounting and audit readiness services. She joined Centri in October 2016 and assists clients across several industries with a variety of financial reporting needs, including financial statement preparation, pre-audit support preparation, sell-side and buy-side due diligence, acquisition accounting process integration, accounting transformation, and technical accounting research needs, including implementation of ASC 606 and ASC 842. This includes a strong focus on clients in the technology, fintech, healthcare, private equity, life sciences, and telecommunication sectors. In addition to accounting and audit readiness services, Tori has assisted companies with accounting for complex transactions, including business combinations and debt and equity analysis.

Prior to her time with Centri, Tori held multiple positions on the financial reporting team at Ascensus, Inc., a privately held financial services company. In those positions, she reported directly to the CFO, worked on M&A activities, and supported Board reporting and consolidated internal management reporting. While at Ascensus, Tori developed the internal financial reporting process for its college savings division post-acquisition and supported Broker Dealer reporting requirements to FINRA.

Tori received a B.S. in Accounting from Saint Joseph’s University in 2012 and is a member of the Saint Joseph’s alumni group. She is a Certified Public Accountant in the state of Pennsylvania.

Mihir is a Partner at Centri Business Consulting and the leader of the firm’s Risk & Sustainability Practice. He has over 15 years of experience helping large Fortune 500 publicly-traded and private companies drive process improvement, minimize company risks, and enhance corporate governance. He joined Centri in October 2018, where he utilizes his significant experience in managing audits and advisory projects including Sarbanes-Oxley (SOX) 404 Compliance, financial, operational, IT, and system implementation reviews. His experience spans across multiple industries including Retail, Technology, Fashion, Personal Care & Beauty, and Financial Services.

Prior to his time with Centri, Mihir worked at Vanguard, a $5 trillion asset management company, as a subject matter expert to share insights and best practices in building a SOX compliance program. He also served as a risk advisor to other large enterprise-wide initiatives. Additionally, he was responsible for managing risk-based integrated operational audits focusing on a variety of risks including operational, strategic, financial reporting, regulatory, technology, fraud, third-party, liquidity, credit risks, etc. He was responsible for training a large internal audit department on financial reporting risks and building a program to support this initiative.

Prior to Vanguard, Mihir was responsible for managing the SOX Program Management Office (PMO) at Qualcomm, a large publicly-traded company, where he laid out a strategy to revamp their SOX program in accordance with the COSO 2013 Integrated Internal Controls framework. He served as a risk and control advisor to many large system implementations and merger/acquisition integrations.

Prior to Qualcomm, he held different roles in managing SOX, IT, and operational audits at L Brands (formerly Limited Brands, Inc) and Staples, Inc. He also spent 2 years at PricewaterhouseCoopers (PwC) in the Risk Assurance practice in 2004 when SOX compliance became a federal requirement for public traded companies. During his time at PwC, he served large companies in the technology, retail, pharmaceutical and biotechnology industries to provide guidance on SOX 404 compliance.

Mihir received his M.S. in Accounting and B.S. in Corporate Finance and Accounting from Bentley College. He is a Certified Public Accountant in the state of Ohio.

Derek is a Partner at Centri Business Consulting and the leader of the firm’s SEC, Financial Reporting, & SPAC Practice. He has more than 23 years of accounting experience in both public and private industries. He joined Centri in September 2020 and has focused on Securities and Exchange Commission (“SEC”) filings, including IPO registration statements, accounting for complex debt and equity transactions, business combination accounting, and international consolidations. Additionally, he has significant experience with international public filers in the technology, media, and telecommunications sectors, the mining industry, and merchant services, as well as experience in the cannabis industry, manufacturing, and employee benefit plans.

Prior to his time with Centri, Derek oversaw the reporting and technical accounting functions at Mile High Labs, an international cannabinoid and CBD product manufacturer. While at Mile High Labs, he guided the company through its initial financial statement audits and adoption of ASC 606 while documenting the accounting for multiple debt and equity transactions, and business combinations, including downstream mergers and stock compensation plans.

Derek has held management positions at multiple Fortune 250 companies, as well as a public gold exploration company, overseeing SEC reporting and technical accounting functions. Derek began his career with Deloitte, where he spent six years in the audit and assurance practice.

He received his B.S. in Accounting and Finance from The Kelley School of Business at Indiana University in Bloomington, IN. He is a Certified Public Accountant in the state of Colorado.

Kevin is a Partner at Centri Business Consulting, where he leads the firm’s Artificial Intelligence and Cannabis practice groups. Since joining Centri in December 2014, Kevin has specialized in supporting high-growth companies, particularly those in the AI, technology and cannabis industries, through critical stages of their business lifecycle.

Kevin has extensive experience guiding companies through expansion stages, including subsequent rounds of financing, acquisitions, and capital markets transactions. His expertise encompasses initial public offerings (IPOs), acquisitions, and divestitures. He excels in leading complex transactions, such as debt and equity arrangements, acquisition accounting process integration, and due diligence. Kevin also provides IPO and M&A readiness services, ensuring clients are well-prepared for their financial reporting requirements. He assists with preparing periodic filings with the Securities and Exchange Commission (SEC), including S-1, S-4, 8-K, Proxy, 10-Q, 10-K, and Form 10 filings.

Before joining Centri, Kevin worked at Friedman LLP, where he handled private and public engagements across various industries, including life sciences, technology, real estate, entertainment, and financial services. During this time, he focused on emerging growth and publicly traded companies, guiding clients through the financial reporting process of going public via reverse mergers.

Kevin holds a B.S. in Accounting from Saint Joseph’s University. He is actively involved in the leadership committee of Project Magis and the Capital Markets Council of the American Trade Association for Cannabis and Hemp (ATACH). Additionally, Kevin is a member of both the American and Pennsylvania Institute of Certified Public Accountants (AICPA and PICPA).

Blake is a Partner at Centri Business Consulting and the leader of the firm’s Technical Accounting Practice. He has more than 18 years of public accounting experience. Throughout his career, Blake has worked with public, privately held, and private equity portfolio entities, ranging from pre-IPO entrepreneurial startups to large public multinational corporations, collectively from an audit and consultative perspective, while supporting a variety of financial accounting advisory transactions and issues. Blake has a focus on the accounting and reporting for complex revenue recognition transactions, business combinations, and stock-based compensation arrangements.

Additionally, he has extensive knowledge of internal controls and proactively identifies internal control gaps to communicate to management and those charged with governance to assist his clients.

Prior to his time with Centri, Blake was an Audit Partner at BDO USA, LLP. He participated in the firm’s Technology and Life Sciences Industry Groups, driving profitable growth there.

Blake received a B.B.A. in Accounting from King’s College in 2004 and is a Certified Public Accountant. He is a member of the AICPA and is a Certified Public Accounting (CPA) in New York.

Ryan is a Partner at Centri Business Consulting, leader of the firm’s Life Sciences Practice & Raleigh Market Leader. He has more than 25 years of public and private accounting experience. He joined Centri in July 2018, and throughout his career, has worked with public, privately held, and private equity portfolio entities, ranging from pre-IPO entrepreneurial startups to large public multinational corporations assisting, collectively from an audit, consultative and internal perspective, while supporting a multitude of financial accounting advisory, financial reporting and internal control issues and transactions.

Prior to his time with Centri, Ryan was an Audit Partner at BDO USA, LLP for 12 years (2005-2018). Ryan also served as the National Life Sciences Practice Leader for BDO USA, LLP, and previously as one of its Practice Leaders for the firm’s Technology & Life Sciences Industry Group. Ryan’s prior experience also includes leading the SEC Reporting Group at a Fortune 50 pharmaceutical company (2002-2005). Ryan was also a Partner at a technical accounting and consulting firm that provides financial accounting advisory and financial reporting services to private and public companies and pre-IPO companies.

Ryan received a B.B.A. in Accounting from Hofstra University in 1992 and is a Certified Public Accountant (CPA). He is a member of both the AICPA, New York, and New Jersey State Society of Certified Public Accountants. During his time at BDO, Ryan authored many of the life sciences industry publications and was a frequent presenter/moderator/trainer at various internal and external events.

Jerry is a Senior Advisor at Centri Business Consulting. He began an advisory relationship with Centri in October 2020, bringing his deep expertise in accounting, advisory, and financial services to advise across the firm’s practices, with a focus on strategic growth initiatives. In this capacity, he provides advisement to senior management and provides guidance to the already rapid growth of the organization.

Prior to his time with Centri, Jerry spent 36 years with KPMG in Philadelphia, retiring in September 2015. He served as the Managing Partner of the Firm’s Philadelphia Office, which had over 1,100 partners and employees, from 2006 through 2015. Previously, he spent 5 years as the Partner in Charge of the Firm’s Audit practice in Pennsylvania, overseeing operations in KPMG’s Philadelphia, Harrisburg, and Pittsburgh offices.

Since retiring from KPMG, Jerry has joined the Boards of Cohen & Steers Mutual Funds based in New York City. Cohen & Steers is a global investment manager specializing in liquid real assets. He serves as the Chairman of the Audit Committee for the Funds, 9 of which are publicly traded on the New York Stock Exchange.

Jerry also serves as a member of the Board of Directors and the Audit Committee Chairman of inTEST Corporation, a publicly held Technology Company (NTSE: INTT). The Company is a global supplier of precision-engineered solutions for use in manufacturing and testing across a wide range of markets including automotive, defense/aerospace, energy, industrial, semiconductor, and telecommunications.

He is also a Board Member of the Faith in the Future Foundation and continues to serve on the Pennsylvania Early Learning Investment Commission. Jerry also serves as an Executive in Residence at Rowan University in Southern New Jersey where he chairs the University’s Accounting Advisory Board.

Previously, Jerry served as the President of the 22,000-member Pennsylvania Institute of Certified Public Accountants (PICPA), a member of the Board and Executive Committee of the Greater Philadelphia Chamber of Commerce, a member of the CEO Council for Growth, a member of the Board of Trustees of Gwynedd-Mercy University and Saint Joseph’s Preparatory School and on the Boards of the Historical Society of Pennsylvania, the American Institute of Certified Public Accountants (AICPA) Foundation and the Union League of Philadelphia.

Jerry received the Father of the Year award from the Philadelphia Chapter of the American Diabetes Association in 2009. In 2011, he received the Distinguished Public Service Award from the PICPA as well as the Breath of Life award from the Cystic Fibrosis Foundation. In 2015, he received the Heart of Philadelphia award from the American Heart Association and in 2017 he received the Medal of Excellence award from Rowan University’s Rohrer College of Business. In 2018, Jerry received the Taoiseach Award for exceptional business leadership and compassion from the Irish American Business Chamber & Network of Philadelphia.

Jerry graduated with a B.S. in Accounting from St. Joseph’s University and is a Certified Public Accountant.

Max is a Vice President of Business Development Operations at Centri Business Consulting. He has more than 10 years of experience in professional services, client service, and market development. Max joined Centri in March 2024 and is responsible for managing and overseeing the sales operations of the firm. Max will deliver Centri’s market-leading services to client engagements across three core areas: the capital markets, transactions, and emerging growth organizations and industries.

Prior to joining Centri, Max was a Vice President at Aon plc, where he led client service teams and market development activities across multiple industries, including life sciences, healthcare, and private equity. Max additionally held a series of operational roles within the sales and marketing organization.

Max received a B.A. in Political Science and Paralegal Studies from Kutztown University in 2009 and his MBA from Pennsylvania State University in 2019.

Melissa is the Vice President of Human Capital at Centri Business Consulting. She has more than 23 years of experience in Human Resources, working for both private and public companies. She joined Centri in September 2019, where she develops best-in-class standards for cultivating talent and employee benefits programs at Centri, working cross-functionally with the leadership teams to achieve Centri’s overall objectives. She oversees all day-to-day activities for the human resources department, including talent acquisition, the employee lifecycle, employee engagement, and compliance.

Prior to her time with Centri, she was the Compensation Manager at an alternative investment firm, where she was responsible for the oversight of the Total Rewards group. Prior to that, she was the Director of Human Resources for an Asset Management Company.

Melissa received a BS-BA with a concentration in Human Resource Management from Shippensburg University. She is also a Certified Professional in Human Resources.

Farrel is Vice President of Operations at Centri Business Consulting. He has more than 20 years of operational experience. He joined Centri in July 2024 and is responsible for ensuring the efficient and effective revenue-producing operations of the organization, overseeing key operational functions, driving process improvements, and contributing to the achievement of strategic goals.

Prior to his time with Centri, Farrel held leadership roles in startup and high-growth companies, including Koneksa, UserZoom, Integral Ad Science and Medidata Solutions where he led operations, project management office, IT, and business systems functions.

Farrel received a Bachelor of Commerce and a Postgraduate Diploma in Accounting from the University of Cape Town, South Africa.

Amanda is the Vice President of Marketing at Centri Business Consulting. She joined Centri in August 2019 and develops clear, actionable marketing plans for Centri’s service lines of business, oversees the Marketing team, and manages content development, social media presence, and public relations efforts that implement Centri’s brand strategy and awareness. Amanda works cross-functionally with business development, talent acquisition, and leadership teams to achieve Centri’s overall objectives.

Prior to her time with Centri, Amanda spent over 20 years in the retail and wholesale industries, focusing on marketing strategy, relationship building, internal and external communications, event planning, and brand positioning. Most recently, Amanda was the Brand Director for Sorrelli, a national fashion jewelry brand. Prior to her role as Brand Director, she held a variety of roles within the jewelry company, including Director of Marketing and Director of Sales.

Amanda received a B.A. in Communications with a concentration in Public Relations from Shippensburg University in 1998.

Frank is a Senior Director at Centri Business Consulting in the firm’s Tax Advisory Practice.  He joined Centri in November 2023.  He has over 40 years of experience guiding domestic and international companies in forward-thinking, transparent tax planning to create more efficient and sustainable business entities. Over the course of his career, he has supported clients across the manufacturing, wholesale, retail distribution, energy, and technology industries on cross-border tax structuring, data-driven tax rate consulting, acquisition and post-integration planning, and regulatory compliance.

Prior to his time with Centri, Frank led KPMG’s elite national team of 52 Senior Lead Tax Partners, supporting the firm’s most strategic Fortune 250 clients. As the team lead, Frank expanded its size and revenue impact, creating a new approach to services that evolved with market trends and strengthened the firm’s brand. Considered a subject matter expert on CAMT and Pillar 2 regulations, Frank built a dedicated working group to provide technical support on this emerging area of need. He further elevated KPMG as a tax thought leader by providing guidance for the firm’s Chief Tax Officer exchange focused on sharing best practices among Fortune 10 to 250 businesses.

Frank began his career at KPMG focused on international tax before being promoted to Partner in the firm’s Information, Communication, and Entertainment practice. During that time, he guided multiple technology companies through M&A and IPO transactions amid the dot-com boom. Frank was then promoted to Senior Lead Tax Partner in the Philadelphia practice, where he drove significant business growth, supporting global clients on matters including post-merger integration and international tax controversies and earning recognition for his outstanding service.

Whether on a local or national scale, Frank’s successful leadership is grounded in his ability to deeply understand unique market needs, adapt to new situations, and foster thoughtful and honest communication. As a result, he was selected by firm leadership to optimize the performance of KPMG tax practices in Pittsburgh and Cleveland, securing key revenue-generating clients and driving significant team growth. A respected Global Lead Partner, Frank has mentored numerous colleagues on leadership, people, technical, and client-facing skills and has spoken at numerous KPMG meetings on the skills needed to be a great lead partner.

Frank received a B.S. in Accounting from Drexel University. He is a certified public accountant in the states of New Jersey and Pennsylvania. Frank has been a frequent speaker and author on emerging tax trends. He currently serves as a Board Member for Saints Neumann Goretti High School, where he guides strategy on generating sustainable funding amid lower enrollment trends in Catholic educational institutions nationwide.

Jeff is a Senior Director at Centri Business Consulting. He has more than 40 years of public accounting and auditing experience. Throughout his career, Jeff has served numerous private and public clients in various industries, including financial services, venture capital, and private equity. Jeff also brings deep expertise in completing mergers, acquisitions, and divestitures; performing due diligence procedures; completing initial public offerings (IPOs); and providing assistance with pre-IPO matters, unique accounting issues, and public and private debt and equity offerings. In his role with the firm, Jeff works closely with the firm’s Chief Quality Officer on various risk management and related matters included within the firm’s system of quality control.

Prior to his time with Centri, Jeff spent 40 years with RSM. In addition to his role as an audit partner, he was the firm’s National Director of Banking Services. He currently serves on the Board of Directors at Ames National Corporation, a bank holding company in Iowa. Jeff’s volunteer activities have included CPA societies, banking trade organizations, the Rotary Club of Des Moines, UNI, the Juvenile Diabetes Research Foundation, Dowling Catholic Foundation, and the West Des Moines Schools Foundation.

Jeff graduated with a B.S. in Accounting & Business Management from the University of Northern Iowa.

Bruce is a Senior Director at Centri Business Consulting. He has over 40 years of public accounting experience, substantially all of which were with RSM US LLP. Throughout his career, Bruce has served numerous public and private clients in a variety of industries, including life sciences, healthcare, industrial and consumer products, real estate, and service industries. Bruce also brings expertise in risk management, internal controls, Sarbanes-Oxley, internal inspections, and other advisory-related areas.

Prior to his time with Centri and during his career with RSM, Bruce held various leadership positions and successfully served clients as an engagement partner and quality reviewer for the New York office and major clients in the Northeast and Southeast regions. He served as the New York Assurance Practice Leader for 7 years and subsequently as the Northeast Region SEC practice leader until his retirement in 2019. Bruce was involved in numerous initial and secondary public stock offerings, public and exempt debt offerings, mergers and acquisitions, divestitures, and carve-outs.

Bruce received a BS-BA from Northeastern University, graduating with honors. He is a Certified Public Accountant in New York.

John is a Senior Director at Centri Business Consulting. He has more than 30 years of public accounting and advisory experience. Throughout his career, John has served numerous private and public multi-national clients in various industries, including Life Sciences, Healthcare, Industrial Markets, and Consumer Markets. John also brings deep expertise in risk management, professional practice, internal inspections, and other quality control-related areas. In his role with the firm, John performs quality control reviews of technical accounting deliverables addressing a broad range of areas as well as financial reporting deliverables to be included in our client’s various SEC filings. John works closely with the firm’s Chief Quality Officer on various risk management and related matters included within the firm’s system of quality control.

Prior to his time with Centri, John spent 38 years with KPMG. During his career with KPMG, John held various leadership positions and successfully served clients and performed professional practice roles in the Firm’s Washington DC, Short Hills, Princeton, San Francisco, and Philadelphia offices, and in the Audit Quality and Professional Practice Group (AQ&PPG) in New York. While in the AQ&PPG, John was a leader in the Internal Inspections program. John also served as the Business Unit Professional Practice Partner (BU PPP) for the Washington Federal and New Jersey Business Units where he provided oversight and guidance related to accounting, internal control over financial reporting, auditing, and reporting issues, and forensic investigations to the partners and other professionals in the Business Unit. John was also designated as an SEC Reviewing Partner at KPMG and was involved in numerous initial and secondary public stock offerings, public and exempt debt offerings, mergers and acquisitions, and divestitures and carve-outs.

John received a B.S. in Accounting and Finance from LaSalle University, graduating magna cum laude. He is a Certified Public Accountant in Pennsylvania and is a member of the American Institute of Certified Public Accountants.

Rob is a Senior Director of Quality Control at Centri Business Consulting. He has more than 40 years of public accounting and advisory experience. He joined Centri in August 2023. Throughout his career, he has served numerous private and public clients in various industries, including technology, telecommunications, life sciences, industrial markets, and consumer markets. Rob also brings deep expertise in researching and resolving complex accounting and auditing issues. At Centri, Rob performs quality control reviews of technical accounting deliverables addressing a broad range of areas as well as financial reporting deliverables to be included in our client’s various SEC filings. He works closely with the firm’s Chief Quality Officer on various risk management and related matters included within the firm’s system of quality control.

Prior to his time with Centri, Rob spent 39 years with KPMG, serving clients in their Tampa, Philadelphia, and Tyson’s Corner offices. Rob was also designated as an SEC Reviewing Partner at KPMG and was involved in numerous initial and secondary public stock offerings, public and exempt debt offerings, mergers and acquisitions, and divestitures. In addition, Rob spent 14 years in KPMG’s Department of Professional Practice in New York as a partner, where he assisted engagement teams on technical accounting and auditing issues. Rob also served as KPMG’s representative on the American Institute of Certified Public Accountants’ (AICPA) Auditing Standards Board from 2009 to 2012.

Rob received a B.S. in Accounting from the University of Florida, graduating with high honors. He is a Certified Public Accountant in Florida and Pennsylvania. He is a member of the AICPA and the Florida Institute of Certified Public Accountants.

Geoff is a Senior Director at Centri Business Consulting. He has over 30 years of public accounting and advisory experience, specifically focused on U.S. and international valuations. Throughout his career, Geoff provided financial planning analyses and valuation consulting to billion-dollar multi-national and smaller public and private companies for financial reporting, tax planning, bankruptcy, litigation support, and M&A (pre-close diligence, tax structuring, and post-closing valuations) purposes.

Prior to his time with Centri, Geoff spent his career at KPMG, Arthur Andersen, and Grant Thornton. He worked closely with the audit, tax, corporate finance, due diligence, accounting advisory, and integration teams on target companies and proposals. He has extensive familiarity with M&A/estate tax, U.S. GAAP, IFRS/IAS, audit standards, and the requirements of the SEC and PCAOB when performing or reviewing valuations. Geoff has served as an expert witness and/or submitted expert reports to the World Court, Delaware Chancery Court, U.S. Bankruptcy Court, U.S. Federal Court, the Illinois State Court, and binding and non-binding arbitration. He has also assisted many clients in responding to inquiries from the SEC and IRS.

Geoff received a B.S. from Denison University before earning his M.S. in Finance from Drexel University. He also earned a M.S. in Taxation from Georgia State University. Geoff is a CPA/ABV, CFA, and ASA, and has completed the AICPA’s requirements for the Certified in Entity and Intangible Asset Valuations.

Jeff is a Senior Director at Centri Business Consulting. He has more than 40 years of experience in public accounting to bear in the rendering of advice on accounting. As a member of Centri’s National Office, he performs quality control reviews of financial reporting and technical accounting deliverables.

Prior to his time with Centri, Jeff was a Deloitte Senior Partner. For almost a quarter century, he was a member of the Firm’s Professional Practice network. He distinguished himself at the time as being the only Professional Practice Director for both commercial and financial services clients in the Firm’s northeast audit practice, the largest audit practice in the Firm.

Resident in the Philadelphia office and part of the Firm’s National Office, he was the senior technical accounting and auditing partner for the local office and was frequently sought for consultation on complex accounting and auditing matters. One of his primary responsibilities was championing the Firm’s quality initiatives, often serving as an instructor on current developments.

Among his many other duties, he had responsibility for client acceptance and continuance, evaluating partners’ quality performance, overseeing the inspection process [PCAOB, peer and internal] including serving as an inspection coach, performing special reviews in connection with transfers of interests, and assisting teams in responding to SEC comment letters.

Given his risk management skills, he performed the partner quality control review on several of the Firm’s largest and most complex audit clients. He also served as a specialist in the use of the Firm’s proprietary Fair Value Analyzer software which was used to fair value complex financial instruments.
In addition to his service as a National Office partner, he was the Lead Client Service partner on fifteen different public companies, as well as numerous private clients. His clients included companies in various industries including manufacturing, life sciences services, energy, retail, distribution, insurance, and banking. He provided insights to his clients in the areas of IPOs, mergers, acquisitions, divestitures, restructurings, carve-outs, regulatory compliance [e.g. -SOX], and the adoption of new accounting standards. He provided counsel to clients in connection with their efforts to raise billions of dollars of capital. Jeff has also served as an accounting expert in dispute matters including testifying before the SEC.

Early in his career, he was one of only four first-year managers selected to serve a year tour of duty in the Continuing Education Department of his Firm’s National Office. During his tour, he was one of the authors of the Firm’s healthcare training course. He also administered the Firm’s regional partner/manager training programs and taught numerous technical training courses.

Len is a Senior Director of Quality Control at Centri Business Consulting. He has more than 40 years of public and private finance and accounting experience. He joined Centri in August 2023 and performs quality control reviews of technical accounting deliverables addressing a broad range of areas, as well as financial reporting deliverables to be included in our client’s various SEC filings. Len works closely with the firm’s Chief Quality Officer on various risk management and related matters included within the firm’s system of quality control.

Prior to joining Centri, Len served as Vice President, Financial Accounting and Reporting at Comcast from 2003 to 2020. In this capacity, he oversaw the company’s internal and external technical accounting and financial reporting and supported the corporate financial planning and analysis function.

Prior to joining Comcast, Len was a partner with PricewaterhouseCoopers LLP (PwC), serving clients in the firm’s Technology, Info-Com, and Entertainment Industry Group. He spent 18 years with PwC in various offices, including Washington D.C., Philadelphia, and PwC’s National Office in Florham Park, NJ.

Steve is a Senior Director at Centri Business Consulting. He has more than 40 years of public accounting and auditing experience. Throughout his career, Steve has served numerous private and public multi-national clients in various industries including Healthcare, Life Sciences, and Technology. Steve also brings deep expertise in resolving complex accounting and auditing issues; completing mergers, acquisitions, and divestitures; performing due diligence procedures; completing initial and secondary public offerings; maintaining SEC and regulatory compliance, including the Sarbanes-Oxley Section 404 rules on internal controls; and providing tax and general business consulting. In his role with the firm, Stephen works closely with the firm’s Chief Quality Officer on various risk management and related matters included within the firm’s system of quality control.

Prior to his time with Centri, Steve spent 38 years with Ernst & Young. Steve was a part of the National Office Professional Practice Auditing Group (PPG). The PPG serves as the Firm’s highest and final level of authority on matters involving technical auditing and accounting issues.  In this senior partner role, Steve’s responsibilities included revising the Firm’s Global Audit Methodology (GAM) to address and comply with newly issued professional auditing standards issued by the Public Company Accounting Oversight Board (PCAOB) and other standard setters, consulting with audit engagement teams on matters involving the interpretation and application of EY GAM and professional auditing standards, assisting engagement teams and the Firm’s  Quality and Regulatory Matters Group in addressing and remediating PCAOB findings as well as those from internal Quality Inspections, designing tools and practice aids to assist audit engagement teams in complying with professional auditing standards and EY GAM, and designing core assurance internal professional development programs.

Steve graduated with a B.S. in Accounting and M.S. in Taxation from Seton Hall University, graduating summa cum laude.

Kathy is a Senior Director at Centri Business Consulting. She has over 35 years of extensive financial accounting experience. Throughout her career, she developed proficiency in financial reporting and disclosure, including consolidation and financial statement preparation and analysis. She has extensive industry experience with leading finance organizations through transition and change, including mergers, system conversions and significant business initiatives. In her role with the firm, Kathy works closely with the firms’ Chief Quality Officer on various risk management and related matters included within the firm’s system of quality control.

Prior to her time with Centri, Kathy spent 10 years at Ernst & Young, most recently as Managing Director in their Financial Accounting Advisory Services (FAAS) practice in the Northeast Region.  In addition, she spent 25 years at Verizon Communications in a variety of finance positions including Controllership and Chief Audit Executive roles.

Kathy received a BS-BA with a concentration in Accounting from West Chester University and a M.B.A. from Villanova University. She is a Certified Public Accountant registered in PA and a member of the AICPA.

John is a Senior Director at Centri Business Consulting. He has more than 40 years of broad-based public accounting and advisory professional services experience. His experience includes working with multi-national private and public company clients across various industries. John has significant expertise in the areas of quality and quality-control initiatives supporting professional client service and the application of Sarbanes-Oxley (SOX) 404 Compliance. At Centri, John collaborates closely with the firm’s Risk Advisory Services practice supporting quality initiatives and with the firm’s Chief Quality Officer on various matters related to the firm’s system of quality control.

Prior to his time with Centri, John was a Partner at KPMG LLP, where he led a group in KPMG’s Department of Professional Practice. He was responsible for analysis of audit quality matters supporting the development and implementation of process solutions to continuously improve audit quality, including audits of internal control over financial reporting. John regularly interacted with the Public Company Accounting Oversight Board (PCAOB) helping to shape a positive and constructive regulator relationship. Initiatives in which John had a leadership role included a redesign of the performance management and development processes for audit professionals, improvements to the firm’s leadership performance evaluation protocols, the firm’s process governing development and deployment of technology solutions to enhance audit performance and client experience, and the assessment of quality controls over risks to audit performance.

At KPMG, John served as a Global Lead Audit Engagement Partner for public company audits focused primarily on the consumer and industrial markets industries, including Fortune 500 companies. John’s experience also included leading the audits of growth-oriented emerging and entrepreneurial businesses, working on public offerings, private placements, merger and acquisition transactions, due diligence projects, and internal audit co-sourcing arrangements. John served a five-year term on KPMG’s Partnership Audit Committee, providing oversight to KPMG’s annual partnership financial reporting.

John received a B.S. in Accounting from the University of Delaware, graduating with honors. He participates in the University of Delaware’s Student Mentorship Program. John currently serves on the Board of Directors, Executive Committee, and Chairs the Finance/Audit Committee for Philadelphia Academies, Inc., a not-for-profit organization that provides career-connected learning curriculum support and private sector connections for Philadelphia School District Middle School and High School Students. John also serves on his Property Owners Association’s Advisory Board as Finance Committee Chair.

Steve is a Senior Director at Centri Business Consulting. He has more than 30 years of public accounting and advisory experience. Throughout his career, Steve has served numerous private and public multi-national clients in various industries, including energy, industrial markets, and consumer markets. Steve also brings deep expertise in researching highly detailed accounting and reporting requirements for complex business transactions to provide nuanced assessments and advice regarding accounting, reporting, risk assessment, and related matters. In his role with the firm, Steve performs quality control reviews of technical accounting deliverables addressing a broad range of areas, as well as financial reporting deliverables to be included in various SEC filings. He works closely with the firms’ Chief Quality Officer on various risk management and related matters included within the firm’s system of quality control.

Prior to his time with Centri, Steve spent 18 years with KPMG.  During his career with KPMG, Steve successfully served clients across practices in the Firm’s Kansas City, Denver, and Philadelphia offices, leveraging his extensive knowledge of auditing and accounting standards. Additionally, Steve was designated as an SEC Reviewing Partner at KPMG.

Steve began his career at Arthur Andersen in Omaha, where he first developed his interest in energy, moving from working with small public utilities in Iowa to the power companies serving Chicago, Portland, OR, and Kansas City. During his time at the firm, he distinguished himself by earning a top score on the Certified Internal Auditors Exam.

Steve received a B.A.B.A. from the University of Nebraska-Lincoln and is a Certified Public Accountant in Colorado and Nebraska, as well as a Certified Internal Auditor.

Bob is a Senior Director at Centri Business Consulting. He is a versatile and collaborative financial executive with more than 40 years of experience in public accounting, driving market growth and influencing strategy to deliver long-term financial results. At Centri, Bob performs quality control reviews of technical accounting deliverables addressing a broad range of areas as well as financial reporting deliverables to be included in our client’s various SEC filings.

Bob has deep expertise serving global clients, including private equity and venture-backed businesses, across the manufacturing, technology, medical devices and services, consumer products, and professional sports and entertainment industries. Well-respected and trusted advisor to executive leadership, boards of directors, and audit committees on strategic growth, regulatory matters, crisis management, and ESG practices. He also has outstanding technical skills in the areas of business combinations, revenue recognition, debt and equity financings, and share-based payments. He is frequently consulted on emerging corporate governance issues, including board oversight of risk management and risk assessment.

Prior to his time with Centri, Bob spent 38 years with KPMG, successfully serving clients in their New York, Philadelphia, and Pittsburgh offices. During his career with KPMG, Bob’s experience included working with multinational, significant growth, private equity, and venture-backed companies. He brings a wealth of global experience across a broad base of industry sectors with extensive public offering and SEC reporting experience and has worked on numerous merger and acquisition transactions, divestitures, and carve-out transactions, as well as initial public offerings, follow-on offerings, and public and private debt transactions. He has significant experience working with, communicating with, and reporting to executive management, boards of directors, and audit committees on business, accounting, auditing, and industry issues.

Bob was the moderator for KPMG’s national Board Leadership Center’s Director Roundtable Series and the CFO Exchange for the Pittsburgh office. Highly interactive and panel-driven, the roundtable sessions bring together board directors, audit committee members, senior executives, and leaders in governance to discuss challenges, emerging trends, and leading practices. Bob has led the panels on corporate governance issues, including board oversight of corporate culture, shareholder activism, and capital allocation.

Bob graduated with a B.S. in Accounting and Law from Clarkson University, Potsdam, NY, and is a Certified Public Accountant in Pennsylvania. He is a member of the Pennsylvania Institute of Certified Public Accountants and the American Institute of Certified Public Accountants.

Greg Stowe is a Director in the Valuation Practice at Centri Business Consulting. He has more than 20 years of valuation experience and has assisted clients in numerous industries, including energy services, energy storage and transportation, manufacturing and distribution, technology, and retail and consumer products. He joined Centri in September 2020 and has provided opinions of value for the equity and debt securities, as well as the intangible assets of public and private companies. His work is typically used for financial reporting (ASC 350/360, ASC 805/820, ASC 842, and ASC 718) purposes. He also provides valuation opinions for corporate tax restructurings, gift and estate tax reporting, fairness opinions, pre-acquisition analyses, and pricing studies for internal management planning.

Prior to his time with Centri, Greg was a Director at BDO USA, LLP, where he managed the Dallas Valuation Practice. In this role, he provided valuation services to client companies and audit support in the review of third-party valuations. Prior to BDO, he worked with American Appraisal Associates as well as Ernst & Young.

Greg has a B.S. in Petroleum Land Management from the University of Oklahoma and an MBA in Finance from Georgia State University.

Ed is a Senior Director of Quality Control at Centri Business Consulting. He has more than 35 years of experience in technical and financial auditing in both the public and private sectors. He joined Centri in September 2023 and performs quality control reviews of technical accounting deliverables addressing a broad range of areas, as well as financial reporting deliverables to be included in our client’s various SEC filings. Ed works closely with the firm’s Chief Quality Officer on various risk management and related matters included within the firm’s system of quality control.

Prior to his time with Centri, Ed led the commercial audit practice at KPMG for New England and upstate New York from 2000 to 2020. In this capacity, he oversaw more than 100 professionals and had responsibilities extending across HR, business development, and securing new clients. Ed was selected as the lead partner for KPMG’s early-stage technology practice in the northeast, serving high-growth pre-IPO companies. Ed guided multiple businesses through years of growth as a lead audit partner, including an information technology company that completed its IPO, made multiple significant acquisitions, and is now on its way to becoming a $1B organization. Furthermore, Ed opened and was the Managing Partner of KPMG’s Cambridge Innovation Center, which provides subject matter expertise for early-stage, high-growth tech, and life science clients.

Ed received a BSBA from Bryant University in 1984. He is a former board member of KPMG’s Family for Literacy fund. He is a Certified Public Accountant in Massachusetts and Rhode Island and is a member of the American Institute of Certified Public Accountants.

Ray is a Senior Director at Centri Business Consulting. He has more than 30 years of Human Resources and Finance Strategy, Business Transformation and Technology Consulting experience. Throughout his career, he has assisted domestic and global clients address a wide range of challenges, including operations improvement, merger integration, and technology adoption. He has delivered program management support, technology strategies, effectiveness and efficiency studies, outsourcing studies, evaluations and selections, third party service provider, HR/Finance Shared Service Centers, and ERP systems implementations.

Prior to his time with Centri, Ray was a Principal at KPMG and Deloitte, and a Managing Director at BearingPoint in Philadelphia, PA. Ray held several leadership roles at these firms as the Practice Leader for the North American Human Resources Practice, eWorkForce Solutions Practice, and Oracle Solutions Practice.

A priority for Ray is providing service that exceeds client expectations. Throughout his career, Ray has worked in industries including financial services, retail, technology, life sciences, healthcare, higher education, manufacturing, and government organizations.

Ray received a B.B.A. from the College of White Plains – Pace University.

Thomas is a Managing Director and Tampa Bay Market Leader at Centri Business Consulting. He has more than 16 years of experience in planning and executing financial statements, internal control, and compliance audits, in addition to providing technical accounting, financial reporting, and CFO advisory services. He joined Centri in May 2022, where he provides advisory services to public companies and venture capital and private equity portfolio companies in the technology, life sciences, and business and professional services industries.

Thomas specializes in the accounting and reporting for complex revenue recognition transactions under ASC 606 and application of ASC 805, Business Combinations. Thomas provides value-added services to clients he supports including contract structuring for favorable revenue recognition, debt verse equity treatment, purchase accounting, and EBITDA.

Prior to his time with Centri, Thomas was a Senior Manager at RSM US LLP. There, he functioned as the Florida Technology, Media, and Telecom industry lead and was engagement leader on financial statement audits, reviews, and technical accounting.

Thomas received his B.S. in Accounting from Salisbury University and his M.B.A. in Finance from Loyola University of Maryland. He is a member of the American Institute of Certified Public Accountants (AICPA) and is a Certified Public Accountant in Florida and Maryland.

Garrett is a Managing Director in the Accounting Transformation Practice at Centri Business Consulting. He has more than 13 years of experience in public accounting, consulting, and industry. He joined Centri in September 2022, where he assists clients with business transformation, accounting advisory, and financial reporting.

Prior to his time with Centri, Garrett was a Senior Manager with Cherry Bekaert, where he led the Accounting Transformation Practice. He assisted clients in a variety of areas, including accounting process transformation, business intelligence, and financial reporting. These projects were focused on operational design, process optimization, and digital controllership.

Additionally, Garrett was a Lead Associate at Booz Allen Hamilton, where he led projects on financial reporting, internal controls, controllership, audit readiness, and audit remediation. Before joining BAH, he was a financial management associate with KPMG LLP.

Garrett received a B.S. in Accounting from North Carolina State University and a M.S. in Accounting from the University of Virginia. He is a Certified Public Accountant.

Brittany is a Managing Director at Centri Business Consulting. She has more than 14 years of experience assisting clients with tax issues pertaining to mergers and acquisitions, sell-side transactions, attribute services work, tax due diligence, legal entity rationalization and structuring, corporate compliance & provisions (ASC 740), financial modeling, and corporate restructurings for domestic and cross-border transactions involving multinational corporations and S corporations. She joined Centri in January 2024 and assists clients across various industries with their tax advisory needs.

Prior to her time with Centri, Brittany was a Managing Director at KPMG and spent most of her career in their M&A Tax practice. She was a part of their Business Tax Services practice, where she focused on corporate compliance and provisions (ASC 740). Brittany also has experience in financial planning and analytics.

Brittany received a B.S. in Accounting and Finance and a Masters in Taxation from Villanova University. She is a Certified Public Accountant (CPA) in Pennsylvania, New Jersey, and New York, and is a member of the American Institute of Certified Public Accountants (AICPA).

Kevin is a Managing Director at Centri Business Consulting and the leader of the firm’s Healthcare Practice. He has more than 25 years of public accounting and consulting experience. He joined Centri in January 2024 and specializes in supporting clients in audit readiness, the accounting treatment of various transactions, financial reporting, acquisition accounting, and due diligence.

Prior to joining Centri, Kevin started his career in the Assurance and Advisory practice of a Big Four accounting firm. Subsequently, he worked for a boutique consulting firm providing litigation support, forensic accounting, fraud investigations, due diligence, and interim CFO/controller services. He then returned to public accounting as a Managing Director working in healthcare, private equity, technology, and various not-for-profits. Kevin led the private equity and healthcare assurance and advisory teams for several offices. Most recently, Kevin was a Director of Finance and CFO in-waiting for a recently acquired Health System in Pennsylvania, where he led a team of 70 managers and staff across various departments, including Accounting, Payroll, Decision Support, Patient Access, Business Office, and others.

Kevin received a B.S. in Accounting from West Virginia University. He is currently treasurer, programming co-chair, and board member of the Western PA Healthcare Financial Management Association (HFMA). Kevin was also the treasurer board member from 2014 to 2022 for a large youth hockey organization. He has also served on several non-profit boards, including the American Heart Association. Finally, he has coached youth soccer and hockey for a number of years. Kevin is a member of the American Institute of Certified Public Accountants.

Karyn is a Managing Director in the IT Risk & Cybersecurity Practice at Centri Business Consulting. She has more than 13 years of combined experience in internal IT audit and external audit support (IT controls), third-party assurance (SOC 1 and SOC 2 reporting), internal controls consulting, project management, IT risk and cybersecurity, and system implementation support. Karyn joined Centri in March 2023 and has provided risk advisory and project management services to various clients throughout several industries, including utilities, manufacturing, pharmaceuticals, life sciences, insurance, financial services, and healthcare.

Prior to her time with Centri, Karyn was a Senior Manager at Fidato Partners (now the Eliassen Group) within their Corporate Performance Management (CPM) group, where she assisted in designing and building a framework for two critical functions for the OneStream Implementation team. Karyn was responsible for building the Project Management Office (PMO) framework and the OneStream Controls and Compliance service offerings. Prior to joining the CPM team, Karyn spent 6 years on the Risk and Transformation team, providing internal control support, SOC 1 and SOC 2 readiness assessments, IT and cybersecurity risk assessments, HIPAA risk assessments, and Sarbanes-Oxley (SOX) 404 support).

Prior to joining Fidato Partners (now the Eliassen Group), Karyn spent a few years at PwC providing clients with third-party assurance (SOC 1 and SOC 2 reports), as well as financial statement audit support for the technology controls and key reports. Karyn started her career at TD Bank, NA, as an internal IT audit staff and Senior IT Auditor. Karyn performed various IT audits throughout the company, helped set up their initial SOX 404 testing database, and performed a pre-implementation audit for the Basel II reporting database.

Karyn received a B.S. in Accounting with a Minor in Management Information Systems (MIS) and a M.S. in Information Systems from Widener University. Karyn is a Certified Public Accountant (CPA), Certified Information Systems Auditor (CISA), Project Management Professional (PMP), and a Certified Fraud Examiner (CFE). Karyn is a member of the American Institute of Certified Public Accounting (AICPA), Pennsylvania Institute of Certified Public Accounting, Project Management Institute (PMI), Association of Certified Fraud Examiners (ACFE), and the Information Systems Audit and Control Association (ISACA).

Cory is a Managing Director at Centri Business Consulting. He has 14 years of accounting and advisory experience. Cory joined Centri in September 2024 and specializes in revenue recognition as well as leading and supporting clients through a variety of complex transactions, including IPOs, new accounting standard adoptions and implementations, carve-outs, and business combinations. He excels at managing projects of all sizes, functioning as the primary liaison between our project teams and senior management. Cory also assists clients with external audit readiness and financial reporting requirements, preparing periodic filings with the Securities and Exchange Commission (SEC), including S-1, S-4, 8-K, Proxy, 10-Q, 10-K and Form 10 filings.

Prior to his time with Centri, Cory spent 13 years at Deloitte & Touche LLP, most recently as a Senior Manager, where he planned, coordinated, supervised, and executed financial statement external audits and accounting advisory service engagements. His experience included a focus on publicly traded and private equity-backed software and technology companies, medical device manufacturers and distributors, and investment management clients.

Cory received a B.S. and MAcc degree from the University of Tennessee. He is a Certified Public Accountant (CPA) in the state of Georgia. In addition, Cory serves on the Board of Directors of the Technology Association of Georgia’s (TAG) Digital Health Society and volunteers as a “Big Brother” in Big Brothers Big Sisters of Metro Atlanta.

Erik is a Managing Director at Centri Business Consulting. He has more than 16 years of public accounting and consulting experience. He joined Centri in September 2023 and focuses on providing technical accounting research services across a variety of accounting topics. He also provides support for accounting and audit readiness, SEC reporting, and IPO readiness. Erik specializes in supporting clients by documenting the accounting treatment of various transactions, including complex debt and equity analysis, acquisition accounting, stock compensation arrangements, and accounting standards implementations. He also performs IPO and M&A readiness services and supports clients with their financial reporting requirements, preparing periodic filings with the Securities and Exchange Commission (“SEC”), including S-1, S-4, 8-K, Proxy, 10-Q, 10-K, and Form 10 filings.

Prior to his time with Centri, Erik was a Director in the Technical Accounting Consulting Practice at RSM US LLP, focused on providing a range of technical accounting advisory services to clients, including all aspects of debt and equity financing transactions, stock compensation arrangements, business combination transactions, foreign currency and consolidation matters, and revenue recognition considerations. Prior to working in the consulting practice, he provided financial statement audit services to clients varying in maturity from early-stage companies through SEC filers, with a focus on life sciences and private equity-backed portfolio companies.

Erik received a BSBA with a concentration in accounting from Boston University in 2007. He is a member of both the American Institute of Certified Public Accounts and the Massachusetts Society of Certified Public Accountants. Additionally, he serves as the Treasurer of Charlestowndogs, Inc., a local non-profit working on behalf of dogs and dog owners in the Charlestown neighborhood of Boston.

Joe is a Managing Director at Centri Business Consulting and the leader of the firm’s Insurance Practice. He has over 30 years of global leadership experience performing and leading complex regulatory compliance, risk, internal audit, and controls engagements for large multinational companies. Joe is a risk focused and strategic thinker with the expertise to create or transform internal audit departments, identify risks, control weaknesses, and provide mitigation strategies.

Prior to his time with Centri, Joe served property/casualty, life and annuity, and health insurer clients. Joe also has extensive experience with Managing General Agents, Program Administrators and Third Party Claim Administrators. Joe has performed and overseen numerous types of engagements for insurance clients, including SOX, a variety of Internal Audits, Governance, Cyber, Financial Reporting, Actuarial and Reserving, MGA and TPA reviews, Due Diligence, and Tax Controls.

Joe received a B.S. in Accounting from Villanova University in 1993. In addition to having an actively licensed Certified Public Accountant (CPA), Joe is a member of the AICPA and previously served on the IIA Philadelphia Board of Directors for 10 years.

Max is a Managing Director at Centri Business Consulting and the leader of the firm’s M&A Advisory Practice. He has more than 20 years of merger and acquisition consulting experience and provides M&A advisory services to private equity firms, venture capital firms, family offices, and strategic/corporate clients. He joined Centri in October 2022 and specializes in providing merger and acquisition advisory services for both strategic and financial buyers and sellers. Max provides value-added services such as buy-side due diligence, sell-side due diligence, sell-side consulting, sell-side readiness, buyer valuation support, working capital analysis/support, restructuring advisory, and strategy and legacy consulting. During his career, Max has provided consulting services on over 450 transactions and has been responsible for leading all aspects of the deal process. Max has consulted on deals with enterprise values ranging from $2 million to $6 billion.

Prior to his time with Centri, Max was a Director at RSM US LLP for 7 years, where he most recently served as the Deal Strategy North American Practice Leader, specializing in providing full deal lifecycle services such as development of acquisition strategies, sell-side go to market strategy development, enterprise valuation analysis, financial modeling, drafting of marketing materials (e.g., confidential information memorandums), and deal management.

Prior to RSM, Max spent several years at KPMG and PwC in their Transaction Advisory Service Practices, providing buy-side and sell-side financial due diligence services. He also has 5 years of experience working with a financial services firm with a focus on high-net-worth individual/family wealth management, business consulting, and merger and acquisition consulting.

Max is an executive board member and the treasurer of the Philadelphia chapter of the Association for Corporate Growth (ACG).  Max also serves as a board member and local leadership of the Philadelphia Chapter of the Exit Planning Institute (EPI).

Max received a Bachelor of Science degree in Accounting from Susquehanna University.

Charles is a Managing Director at Centri Business Consulting. He has more than 25 years of experience in providing fairness and solvency opinions in connection with going private transactions, spin-offs, related-party transactions, recapitalizations, and restructurings. He Joined Centri in March 2021, where he utilizes his skillset across a wide variety of industries, including technology, life sciences, healthcare, manufacturing, retail, professional services, and alternative energy. In addition, Charles has conducted valuations for financial reporting purposes under ASC 820, ASC 805, ASC 350, ASC 360, ASC 718, and ASC 842. He is also experienced in valuing a wide range of complex derivatives, including options, warrants, restricted stock units, performance-based shares, convertible debt instruments, and other fixed-income securities. Charles also has expertise in performing valuations for IRC 409A and estate and gift tax planning, providing a variety of valuation and opinion services for clients, both nationally and internationally.

Prior to his time with Centri, Charles was a Director with CBIZ Valuation Group, LLC.

Charles received an M.B.A. with concentrations in Finance and Information Management from the University of Texas and a B.S. in Finance from Rider University. Charles is a CFA charter holder and a member of the CFA Society of Philadelphia, the Philadelphia Estate Planning Council, BioNJ, and the Philadelphia Alliance for Capital and Technologies.

Dave is a Managing Director at Centri Business Consulting. He has more than 11 years of public accounting and accounting advisory experience. He joined Centri in December 2023 and focuses primarily on serving clients in the life sciences industry. Dave specializes in supporting clients going through complex accounting events and transactions, including debt and equity financing, revenue recognition, leases, and stock compensation. He is also well-versed in IPO-readiness, financial reporting and preparing periodic filings with the SEC.

Prior to his time with Centri, Dave was a Senior Director at FTI Consulting, where he worked on several private and public engagements for clients, primarily in the life sciences and technology industries. His experience included a focus on private equity and venture-backed entities and emerging growth and publicly traded companies. Prior to FTI Consulting, Dave was a Senior Auditor at Deloitte, where he supervised audits of a variety of public and private companies in numerous industries, including consumer goods, construction, manufacturing and alternative energy.

Dave received a B.S. degree in Business Administration and a M.S. degree in Accounting from Northeastern University. He is a Certified Public Accountant (CPA) and a member of the American Institute of Certified Public Accountants (AICPA).

Mike is a Managing Director at Centri Business Consulting. He has more than 16 years of accounting, advisory, and audit experience. He joined Centri in February 2022 and supports clients by providing technical accounting research and papers on a variety of topics, including ASC 606 revenue recognition, ASC 842 lease accounting, ASC 805 business combinations, and complex debt and equity transactions. In addition, Mike assists clients with the preparation of periodic filings with the Securities and Exchange Commission (SEC).

Prior to his time with Centri, Mike was an Assistant Controller and International Controller of Mistras Group, Inc., a publicly traded company. In this role, he was responsible for reviewing and directing SEC financial and external reporting and technical accounting in areas such as revenue recognition, leases, and stock-based compensation. He provided oversight with the month-end close, group consolidation, and external audits. He also collaborated with internal audit to ensure compliance with internal controls through documenting, implementing, and evaluating internal controls.

Prior to his time at Mistras, he was an Accounting and Audit Manager with EisnerAmper, LLP, where he provided accounting, auditing, and business consulting services to clients in both the public and private sectors throughout a variety of industries, including technology, professional services, manufacturing, and retail.

Michael received a B.S. in Accounting from Monmouth University and a M.B.A. from Rider University. He is a Certified Public Accountant in New Jersey and a member of the New Jersey Society of CPAs.

Katie is a Managing Director at Centri Business Consulting. She has more than 10 years of experience specializing in advising clients on the accounting treatment of various transactions including complex debt and equity transactions, business combinations and acquisition accounting, and lease accounting. She joined Centri in February 2018 and has assisted clients across several industries, including digital assets, financial services, healthcare, private equity, cannabis, and telecommunications. She specializes in advising clients on the accounting treatment of various transactions including complex debt and equity transactions, business combinations and acquisition accounting, and lease accounting. Katie has also participated in IPO and M&A transactions in which she assists in the preparation of pre-audit support, technical accounting research and position papers, and financial statements.

Prior to her time with Centri, Katie was an Audit Supervisor at Tait Weller, where she worked on several engagements for clients in a variety of industries, including international relief, refugee assistance, higher education, foundations, and mental health assistance. She specialized in non-profit audits and had experience with mutual funds, partnerships, and employee benefit plans. Prior to working at Tait Weller, Katie was a Staff Accountant at Henkels & McCoy. There, Katie reconciled bank accounts, prepared weekly and month-end journal entries, and assisted in preparing quarterly and annual financial statements.

Katie received a B.S. in Accounting from West Virginia University. She is a Certified Public Accountant in the state of Pennsylvania and a member of the Pennsylvania Institute of Certified Public Accountants.

Gareth is a Managing Director at Centri Business Consulting. He has more than 27 years of finance and accounting experience, providing financial, auditing, and internal audit services across multiple industries. He joined Centri in March 2024 within the firm’s Risk Advisory Practice and assists clients with their internal audit and internal controls over financial reporting needs, including Sarbanes-Oxley (SOX) readiness and compliance.

Prior to his time with Centri, Gareth spent 4 years in Risk Advisory leadership roles at two national accounting firms and 22 years in the Audit and Advisory Practices of KPMG. His recent experiences include building and leading teams to support clients with their internal audit and SOX journey and helping numerous clients implement SOX (404a and 404b) for the first time. Additional experiences include interim Internal Audit Director, remediation of material weaknesses, financial statement audit, SOC reporting, purchase price allocation, Securities Exchange Commission (SEC) filings, standing up offshore resources, comment letters, financial reporting analysis, and ERM and QAR assessments.

Gareth received an M.S. in Accounting and a B.S. in Accounting from the University of North Carolina at Wilmington and is a Certified Public Accountant in North Carolina.

Sunny is a Managing Director at Centri Business Consulting. He has more than 12 years of public and private accounting experience. He joined Centri in June 2021 and assists in overseeing outsourced accounting with start-ups and emerging growth companies, public companies in life sciences, cannabis, non-profits, and digital assets. Additionally, he supports with client budgeting, forecasting, and cash flow needs.

Prior to his time with Centri, Sunny spent 9 years at SmithBucklin Corporation, an association management and services company located in Chicago, IL and Washington, DC. Most recently, he served as Senior Manager of Financial Management and Accounting Services in the Washington, DC office. During his time, Sunny led the DC team in overseeing the day-to-day accounting and financial management activities, including financial statement preparation, budgeting, forecasting, cash flow modeling, finance committee meetings, board calls, audit/tax return prep, investment management, and strategic financial oversight. Sunny served more than 30 non-profit organizations (501c3, 501c6, and 501c19’s) as their Director of Finance/CFO.

Prior to his time at SmithBucklin Corporation, Sunny served as a financial professional for Route 66 Ventures, LLC, where he assisted in the month-end financial close process and managed the accounts payable function for three separate entities.

Sunny holds a B.B.A. in Finance from Florida Atlantic University in Boca Raton, FL and a M.S. in Accounting and Taxation from Florida Gulf Coast University in Fort Myers, FL. He is a Certified Public Accountant in the State of Florida.

Richard is a Managing Director at Centri Business Consulting. He has more than 14 years of public and private accounting experience. He joined Centri in October 2022 where he provides advisory services to clients across multiple industries. He is a leader in the firm’s Accounting & Audit Support practice and supports clients with technical research, preparation of financial statements, and audit support.

Prior to his time with Centri, Richard was a Director at PwC, where he worked in the firm’s National Quality Organization (NQO) technical audit and accounting office. There he was responsible for assisting US audit teams with complex accounting and auditing issues as well as analysis and issuance of new accounting and auditing guidance for PwC, as well as providing oversight, coordination, and technical accounting and auditing guidance to public audit engagements subject to PCAOB regulatory inspections.

Prior to his time in the PwC technical department, Richard worked in the New York and Los Angeles PwC office, managing both large public and private audit client engagements, primarily in the power and utilities industry. Prior to that, Richard worked in the PwC Cape Town, South Africa office, where he managed both public (SA and foreign listed) and private entity audit engagements in a variety of industries, including oil and gas, retail and consumer products, media, hospitality, manufacturing, and not-for-profits.

Richard received a B.B.S. in Accounting & Finance from the University of Cape Town, in South Africa. He is a Certified Public Accountant (CPA_ in New York. He is also a qualified Chartered Accountant.

Rich is a Managing Director at Centri Business Consulting and the leader of the firm’s IT Risk & Cybersecurity Practice. He has more than 14 years of combined experience in internal control consulting, IT risk, cybersecurity advisory, and risk-based internal audits and accounting. He joined Centri in February 2022 and has provided a variety of risk advisory and compliance services for clients across various industries, including insurance, healthcare, life sciences, financial services, and higher education.

Prior to his time with Centri, Rich was a Senior Manager at Baker Tilly US, LLP within their Risk Advisory Practice, where he assisted clients of various sizes and industries. There he provided IT and operational internal audit services, System and Organization Control (SOC 1 and SOC 2) reporting, and Sarbanes-Oxley (SOX) 404 Compliance (including SOX controls integration and maintenance of a Fortune 200 company). He also performed control assessments, HIPAA risk assessments (including security and privacy), IT Governance assessments, various cybersecurity assessments, IT General Control reviews, and NAIC Regulatory Risk-Based Examinations.

Rich began his career at CIGNA Healthcare (Insurance) and held positions as an internal auditor and Accounting Senior Associate. As an internal auditor, he performed various internal audits and SOX testing. In his Accounting Senior Associate role, he performed statutory and GAAP financial reporting for HMOs.
Rich received a B.S. in Accounting from the University of Hartford and is a Certified Information Systems Auditor (CISA). Rich is a member of ISACA (formerly Information Systems Audit and Control Association), the Institute of Internal Auditors (IIA), and the Pennsylvania Institute of Certified Public Accountants (PICPA).

Liz is a Managing Director at Centri Business Consulting. She has more than 13 years of financial, accounting, and transaction advisory experience. She joined Centri in May 2024 and has supported clients in several industries, focusing primarily on professional services, SaaS, manufacturing, and healthcare. Liz assists clients with a variety of financial reporting needs, including financial statement preparation, acquisition accounting, technical accounting research, and audit preparation support.

Prior to her time with Centri, Liz was a Senior Director with CBIZ Private Equity Advisory where she assisted private equity and private and public companies throughout the transaction and investment lifecycle, including buy-side and sell-side financial and accounting due diligence, post-transaction support, finance and accounting transformation, and post-acquisition dispute resolution.

Prior to her time with CBIZ Private Equity Advisory, Liz spent more than 7 years as an auditor supporting private equity and private and public companies in a variety of industries.

Liz received a B.A. in accounting from the University of South Florida and completed graduate work at the University of Mannheim in Germany. She is a Certified Public Accountant in Florida and Colorado.

Bryan is a Managing Director at Centri Business Consulting. He has more than 13 years of public accounting and financial advisory experience. He joined Centri in September 2023. As a former Audit Director with experience across two of the Big 4 public accounting firms, Bryan brings a wealth of expertise to Centri.

Prior to joining Centri, Bryan most recently served as a Director at PricewaterhouseCoopers, LLP, providing assurance services in the Pharmaceuticals & Life Sciences Industry Practice for over three years. The first ten years of his career were spent working for KPMG, performing audit services for clients in a wide array of industries, including industrial manufacturing, consumer goods, agricultural, chemical, and pharma & life sciences.

Throughout his career, Bryan has worked with public, privately held, and private equity portfolio entities, ranging from pre-IPO entrepreneurial startups to large public multinational corporations, aiding collectively from an audit and consultative perspective, while supporting a multitude of financial accounting advisory, financial reporting and internal control issues and transactions. Bryan’s extensive background in audit methodologies, team leadership, and strategic financial insights into complex business transactions is a valuable asset to Centri and its clients.

Bryan earned a B.S. in Accounting from Seton Hall University in 2010. He is a Certified Public Accountant and a member of the American Institute of Certified Public Accountants (AICPA).

Gary is the Senior Director, International Practice at Centri Business Consulting. He has more than 45 years of accounting and audit experience. Gary joined Centri in August 2024 to work closely with the technical accounting team to support UK-based pre-IPO companies in the New York Stock Exchange and Nasdaq listing process and help UK companies establish a presence and undertake transactions in the US.  Leveraging his deep expertise, he will assist with support for PCAOB audits, valuations, conversions of accounting standards from UK GAAP/IFRS to US GAAP, assistance with tax structuring, and technical accounting memorandums.

Prior to joining Centri, Gary was a partner at BDO UK, LLP, for over 30 years. While leading BDO’s Cambridge office, Gary specialized in advising UK-based clients conducting business in the United States and auditing US GAAP reporting of UK subsidiaries of US corporations.

Gary received a BSc in Mathematics and Chemistry from Keele University. He continues to be active in the capital markets community, serving as a Treasurer and Director of the Cambridge Law Society, an advisory board member of Astel Ventures, and a Non-Executive Director (NED) with Alvio Network.

Dave is a Senior Director, Quality Control at Centri Business Consulting.  He joined Centri in April 2024 and assists clients with tax advisory services.

Prior to his time with Centri, Dave was a member of KPMG’s Washington National Tax practice in their Corporate Group. There, he was responsible for optimizing the tax structure of corporate transactions involving mergers, acquisitions, divisions, and other distributions.  His specialized focus was tax structuring, consolidated return regulations,  tax attribute carryforwards, and debt workout issues.

Before KPMG, Dave worked in the Office of the Assistant Chief Counsel (Corporate) for the Internal Revenue Service (IRS) in Washington, DC.  There, he was a branch chief, responsible for managing a staff of attorneys who worked on Treasury regulations, revenue rulings, private letter rulings, and technical advice requests, and provided general support for the Examination and Appeals functions of the IRS.  His niche focus was Subchapter C of the Code (corporate income tax), consolidated return regulations, bankruptcy and its related issues, and other general tax issues.  Before becoming a branch chief, he was an attorney advisor in the same office.  He was the drafting attorney for several Treasury regulations, including those involving basis following a triangular reorganization, limitations on net operating loss carryovers and other tax attribute carryforwards (Section 382), and significant modifications of debt instruments treated as an exchange.

Dave was a frequent participant speaker before the ABA, AICPA, and Federal Bar.  He has published articles in the Journal of Corporate Taxation, Tax Management International Journal, and Corporate Business Taxation Monthly.

Dave received his J.D. from the University of Connecticut School of Law, and received his Masters in Law (Taxation) from Georgetown University Law Center, where he has also served as an Adjunct Professor.

Dan is a Senior Director at Centri Business Consulting. He has more than 35 years of accounting advisory, public and industry accounting experience, serving public and privately-owned companies with domestic and multinational operations. He joined Centri in January 2019 and has worked with a wide range of industries, including manufacturing and distribution, life sciences, healthcare providers, and others.

Prior to his time with Centri, Dan spent most of his career in public accounting performing financial statement audits. During his public accounting career Dan assisted assurance teams with technical accounting and financial reporting issues, the application of audit methodology, and related training. His experience included evaluating and testing internal controls in a Sarbanes-Oxley environment, financial due diligence of acquisition targets, public and private placement offerings, and other assurance services. Dan also worked in the industry as a V.P. of Finance for a health system in the Philadelphia area, where he was responsible for supervising a team to close and analyze the financial statements.

He received a BS-BA with a major in Accounting from Indiana University of Pennsylvania and is a Certified Public Accountant. He is a member of both the American and Pennsylvania Institutes of Certified Public Accountants.

John is a Senior Director at Centri Business Consulting within the firm’s Insurance Practice. He has over 38 years of public accounting and management consulting experience serving both public and non-public clients within the Financial Services and Insurance sectors. He has assisted clients ranging from startups to Fortune 50 on a range of engagements within audit, advisory, and tax, as well as corporate governance, strategy, mergers and acquisitions, Due Diligence, new business development, talent management, Enterprise Risk Management, and Internal Audit.  His insurance clients include all elements of the insurance market, including property/casualty, life and annuity, health payers/providers, reinsurance and related brokers, agencies, program managers, and affiliates.

Prior to his time with Centri, John’s experience included accounting and financial reporting on both a statutory accounting and GAAP basis, merger and acquisitions, due diligence, risk management, governance, internal controls, and internal audit department process/best practices and benchmarking to identify control efficiency and effectiveness and improvement opportunities. He has significant Merger and acquisition experience advising Corporate Boards, Chief Audit Executives, and internal audit departments focused on M&A Top Integration Risk, Transaction, and Business Risks. John has extensive experience serving Board and Audit/Risk Committees to provide a greater awareness of the risks and opportunities confronting the Enterprise and the Industry.

John received an M.B.A. in Finance from the University of Saint Joseph’s in 1986 and a B.S. in Accounting from the University of Saint Joseph’s in 1982. In addition to having an actively licensed Certified Public Accountant (CPA),  John is also a licensed FLMI.

Rikki is a Senior Director at Centri Business Consulting. He has more than 16 years of public and private accounting experience. He joined Centri in November 2020 and leads the firm’s quality and concurrence review program while serving as the firm’s subject matter expert for a broad range of technical accounting and financial reporting matters with an emphasis on complex financial instruments.

Prior to his time with Centri, Rikki served as Vice President, Finance & Accounting at Remine Inc., a property tech SaaS start-up located in Vienna, VA. In this position, he was responsible for directing all aspects of accounting operations, overseeing all transactions related to general ledger, receivables, payables, payroll, and financial reporting. He also analyzed the company’s financial results with respect to profits, trends, costs, and compliance with budgets, provided strategic guidance around capital financing options to support company growth needs, managed all tax planning and compliance with all required federal, state, local, payroll, property and other applicable taxes and cash management and treasury functions of the company. During his time at Remine, Rikki led a Series A capital raise in the amount of $30.0 million.

Prior to his time at Remine, Rikki spent 10 years in public accounting, most recently as a Director in PwC’s Capital Markets and Accounting Advisory Services Practice. In this role, Rikki provided accounting advisory services to clients to help them understand the accounting and financial reporting consequences of complex and sophisticated financial structures employed in mergers, acquisitions, divestitures, and financing transactions. Further, Rikki became an SME regarding share-based compensation, business combination, and revenue recognition transactions. In addition, Rikki also helped clients access the debt and equity capital markets in the US by providing them with technical and project management advice on accounting and financial reporting issues associated with the SEC registration process, Initial Public Offerings, 144a debt and equity offerings, and divestitures and carve-outs.

He received his M.S. and B.S. in Accounting & Information Systems from Virginia Polytechnic Institute and State University and is a Certified Public Accountant.

Steve is a Director of Business Development for Centri Business Consulting.  He has more than 15 years of business development and consulting experience. Steve joined Centri in January 2024 and is responsible for managing business development processes and creating new client relationships for the firm.

Prior to joining Centri, Steve spent over 14 years at RSM US LLP, where he drove business development efforts across many industries and lines of business.  His experience included a focus on management consulting, technical accounting, accounting transformation, risk advisory, digital transformation, enterprise resource planning, financial planning and analysis, and human capital solutions.  Steve’s typical client size ranged from start-up to $1B in revenue and was often venture or private equity-backed. Steve has supported clients in all industries, focusing primarily on life sciences, technology, software, media, consumer products, industrial products, and business/professional services. He specialized in guiding clients through their business lifecycles by positioning the right services, at the right time.

Prior to RSM, Steve spent about a year with a pharmaceutical monitoring software start-up, managing sales, contracting, inventory, and accounting.  The company served pharmaceutical companies nationwide and later sold to a large laboratory software provider.

Steve received a B.S. degree in Business Administration from West Chester University and an MBA from Saint Joseph’s University.

Julia Brines is a Director of Business Development at Centri Business Consulting. She has more than 20 years of business development and relationship management experience in banking, private equity, professional services, and real estate. She joined Centri in January 2024 and is responsible for bringing new client relationships to the firm. Julia specializes in supporting clients by identifying their business challenges and connecting them to solutions that will move them toward their strategic goals.

Prior to her time with Centri, Julia was the Director of Strategic Relationships at Haefele Flanagan PC, where she worked closely with partner companies to build relationships along shared lines of business.  She also focused on identifying and cultivating new business opportunities, including prospective clients, employees, and acquisition opportunities. Julia also worked on many private engagements for clients in a variety of industries, including real estate, manufacturing, distribution, construction, skilled trades, and charity organizations. Her experience focused on assisting small to mid-size companies in the growth and transition stages by introducing solutions to meet their short-term and long-term strategic goals.

Julia received a B.S. in Business Administration and Finance from Towson University in 2003.  She also maintains Real Estate Licenses in both NJ and PA. Julia has been a member of the Union League of Philadelphia since 2020 and was appointed as an Ambassador in January of 2024. She also is on the leadership committee for the Real Estate Club and a member of the Yacht Club. Julia has been an Advisory Council member of the Greater Philadelphia YMCA and a Leadership Council member of Maryville Addiction Treatment Services for several years, where she volunteers her time in fund development and organizational awareness.

Mike is a Director at Centri Business Consulting. He has 15 years of professional experience, including valuation, investment banking, financial analysis, and project management, of which 10 years are related to valuation. He joined Centri in February 2021 and has supported clients across several industries, including automotive, biotechnology, financial services, infrastructure, and software-as-a-service. Mike specializes in portfolio valuation, purchase price allocation, and equity-based compensation valuation.

Prior to his time with Centri, Mike was a Manager at KPMG US LLP, where he worked as a member of the Alternative Investment (AI) Valuation team and acted as a founding member of the Business Modeling Services (BMS) team. As a member of the AI team, Mike performed fair value analyses for private equity portfolio companies in addition to other hard-to-value alternative assets. As a member of the BMS team, Mike helped clients develop financial models for several purposes, including strategic finance, financial reporting, corporate development, and cash flow planning. Mike also has prior valuation experience at PwC, where he performed a broad base of valuation analyses, including goodwill impairment, portfolio valuation, purchase price valuation, and tax valuations. Mike began his career in investment banking, where he served as a member of the General Industrials Group at Jefferies Financial Group.

Mike received a BS-BA from Susquehanna University in 2007 and a M.B.A. from the University of Maryland in 2012. He maintains a certification in Financial Modeling and Valuation Analysis (FMVA) and is Accredited in Business Valuation (ABV).

Anthony is a Director at Centri Business Consulting. He has more than 9 years of experience in public accounting, private accounting, and consulting services. He joined Centri in November 2019 and assists clients across various industries, specializing in advising clients on the accounting treatment for complex transactions, such as business combinations, issuances of complex debt and equity instruments, and revenue recognition. Anthony also has extensive experience supporting clients with SPAC, IPO, and M&A transactions and filings with the SEC, including 8-K, S-1, S-4, F-4, 10-Q, 10-K, and associated correspondence with the SEC.

Prior to his time with Centri, Anthony was a Senior Accountant at Toll Brothers, where he performed technical accounting documentation for various company transactions. Before his role at Toll Brothers, he spent 3 years in the Assurance Practice at Ernst & Young. There, he led both financial statement audits and integrated audits for large public companies filing with the SEC and audits of privately held companies. His industry focus was primarily companies in the financial services, life sciences, real estate, and medical devices industries.

Anthony received a B.S. in Accounting from Saint Joseph’s University in 2014. He is a Certified Public Accountant in the state of Pennsylvania.

Mark is a Director of Business Development at Centri Business Consulting. He has more than 25 years of experience in business development in the banking and financial services industry. He joined Centri in December 2023 and is responsible for managing business development in Boston and surrounding areas and creating new client relationships for the firm.

Prior to his time at Centri, Mark was a Director of Business of Development in the middle market lending groups at Wells Fargo Bank and Union Bank of California in Los Angeles. He has spent the last 17 years in the Boston market, serving in business development roles. He headed up business development at Bay Colony Capital, a sell-side investment bank, and most recently spent 7 years at Marcum LLP, a national accounting firm where he focused on M&A transaction services.

Mark received a B.A. degree in economics from Union College in Schenectady, NY. He is a board member of SFNet and ACG.

Sarah is the Learning and Development Director at Centri Business Consulting. She has more than 13 years of experience in public accounting, with 7 years focused on learning & development.  She joined Centri in October 2023 and oversees the firm’s learning and development curriculum covering technical and leadership skills. This includes the design, development, and facilitation of engaging, high-quality training programs in collaboration with technical subject matter experts.

Prior to her time with Centri, Sarah was a Director in the Professional Practice Group at BDO USA, P.C. In her role, she developed, designed, and implemented the audit and accounting training curriculum for all levels of assurance professionals at BDO, including the design and facilitation of training programs spanning from group live in-person, virtual live, and self-directed eLearning courses.  Her client service experience spans the manufacturing, distribution, and service industries, as well as not-for-profit organizations. Sarah has performed audit services for privately owned companies, including audits of employee benefit plans.

Sarah received a B.S. in Accounting and Economics from King’s College in 2009 and an M.B.A. in Finance and Strategic Management from Villanova University in 2015. Sarah is actively involved in the Greater Philadelphia chapter of the Pennsylvania Institute of Certified Public Accountants. She previously served as a chapter officer on several committees and received the “2015 Young Leader: PICPA Member to Watch” recognition. She is a member of the American Institute of Certified Public Accountants. Sarah also spent time on the International Federation of Accountants’ (IFAC) International Accounting Education Standards Board (IAESB) as a Technical Advisor from 2017- 2019.

James is a Director at Centri Business Consulting within the firm’s M&A Advisory Practice. He has more than 17 years of experience in finance and accounting, including merger and acquisition consulting and FP&A experience.  He joined Centri in January 2024 and provides M&A advisory services to private equity firms, venture capital firms, family offices, and strategic/corporate clients. During his career, James has provided consulting services on over 100 transactions with enterprise values ranging from $5 million to $29 billion and has been responsible for leading all aspects of the deal process.

Prior to his time with Centri, James was a Director focused on financial due diligence at Stout, RSM US LLP, and PwC LLP cumulatively for five years, where he specialized in assisting his clients through the deal process from exploration to closing. Prior to that, James spent five years in FP&A at multi-national companies. He started his career at PwC between their Deal Advisory Practice and Assurance Practice cumulatively for eight years.

James received an M.B.A. from the University of North Carolina at Chapel Hill and a B.S. in Business Administration from the University of Delaware. He is an executive board member and the treasurer of the New Jersey Boys State Foundation. He is also a member of the AICPA and New Jersey State CPA chapter. James is a licensed CPA in the states of New Jersey and New York.

Jonathan is a Director at Centri Business Consulting. He has more than 12 years of experience in public accounting and consulting. He joined Centri in January 2024 and supports clients across numerous industries, focusing primarily on Technology and Life Sciences. Jonathan specializes in supporting clients by documenting the accounting treatment of various transactions and topics, including revenue recognition, business combinations, goodwill impairment assessments, segment reporting, leases, complex debt and equity instruments, stock-based compensation, discontinued operations/carve-outs, and adoption of new accounting pronouncements. He performs IPO & Capital Markets readiness services and supports clients with their financial reporting requirements, preparing periodic filings with the Securities and Exchange Commission (SEC), including Form S-1, S-4, 8-K, 10-Q, and 10-K filings.

Prior to his time with Centri, Jonathan was a Director at PwC, based out of the New York office, where he worked on both public and private company audit engagements for clients in a variety of industries, including Technology, Entertainment & Media, Book Publishing, and Payment Processing. His experience included leading public and private company audits with a focus on SEC financial reporting and technical accounting matters related to ASC 606 (Revenue from Contracts with Customers), ASC 805 (Business Combinations), ASC 350 (Intangibles – Goodwill and Other), ASC 280 (Segment Reporting), ASC 842 (Leases), ASC 920 (Entertainment – Broadcasters), ASC 926 (Entertainment – Films), discontinued operations/carve-outs, and adoption of new accounting pronouncements. He has extensive experience reviewing SEC financial statements and disclosures, as well as assessing companies’ internal control environments to ensure compliance with Section 404 of Sarbanes-Oxley.

Jonathan received a B.S. degree in Accounting and a M.S. degree in Accounting from the University of Florida. He is a Certified Public Accountant (CPA) in New York and Florida and a member of the American Institute of Certified Public Accounts (AICPA).

Chris is a Director at Centri Business Consulting. He has more than 14 years of public and private accounting experience. He joined Centri in June 2022 and assists clients across various industries with SEC financial reporting and technical accounting research.

Prior to his time with Centri, Chris served as a Director of Technical Accounting at QualTek Services, Inc., a communications infrastructure services company. In this role, he was responsible for technical accounting analysis and financial reporting services. Prior to QualTek, Chris was an Assurance Manager at RSM US LLP, where he managed several clients across a variety of industries, including manufacturing, distribution, technology, life sciences, real estate, and financial services. His experience includes supporting clients from both public and privately held companies.

Chris received a B.S. in Accounting from LaSalle University. He is a Certified Public Accountant in the state of Pennsylvania and a member of the American Institute of Certified Public Accountants.

Andrew is a Corporate Controller at Centri Business Consulting. He has more than 11 years of experience in audit, corporate finance, and financial reporting for both public and private companies. He joined Centri in May 2021, where he oversees all corporate finance and accounting to ensure reliable and accurate financial data is provided on a timely basis. He is responsible for budgeting and forecasting activities, the monthly financial reporting process, and all day-to-day accounting processes and administrative functions.

Prior to his time with Centri, Andrew spent time as a Controller for a real estate developer and investor in Philadelphia. While managing the day-to-day accounting functions and monthly financial reporting, he implemented new processes and procedures to enhance the HR, IT, Finance, and Treasury functions of the business. Before his role as Controller, Andrew worked in public accounting with Ernst & Young (EY), where he provided audit services to a wide range of clients within the asset management space for both public and private companies. He has also led the Financial Planning & Analysis activities of an asset management company with a focus on Multi-Family REITs.

Andrew received a B.S. from Lehigh University in 2011 with a double major in Accounting and Finance. He is a Certified Public Accountant in the state of Pennsylvania.

Seamus is the National Head of Talent Acquisition at Centri Business Consulting. He has more than 15 years of talent acquisition and public accounting experience. He joined Centri in October 2021 and is responsible for providing leadership and guidance on implementing recruiting strategies for Centri’s service lines of business. Seamus works cross-functionally with firm leadership, human resources, business development, and marketing to achieve Centri’s overall objectives.

Prior to his time with Centri, Seamus was a Talent Acquisition leader at KPMG, LLP, where he led the recruiting for multiple service lines, including strategy, M&A, accounting advisory, and tax.  Prior to KPMG, Seamus was a Tax Consultant in Ernst & Young’s Federal Tax practice.

Seamus received a B.S. in Accounting from Widener University in 2001. He is a member of both the American and Pennsylvania Institute of Certified Public Accountants.

Steve is a Director at Centri Business Consulting. He has more than 9 years of public accounting, private industry, and consulting experience. He joined Centri in September 2022 and primarily focuses on financial reporting advisory services, supporting clients with their preparation of periodic filings with the Securities and Exchange Commission (SEC), as well as compliance with other private company filing requirements.

Prior to his time with Centri, Steve worked at PwC for 8 years in its Assurance Practice, concentrating mainly on insurance and other financial services clients. Steve led various types of audit engagements, including integrated audits of public company SEC filers and financial statement audits of privately held companies. In addition, Steve worked in the Controller’s group at Goodwin Procter LLP, where he managed the month-end and year-end close processes, including the preparation of the firm’s financial statements.

Steve received a B.S. in Accounting from St. John’s High School in Shrewsbury, MA, in 2009 and the College of the Holy Cross in 2013. He is a Certified Public Accountant in the state of Massachusetts.

Robert is a Director at Centri Business Consulting. He has more than 5 years of public accounting experience, specializing in commercial, residential, and developmental real estate. He joined Centri in September 2020 within the Outsourced Accounting Practice. Robert has successfully partnered with organizations across various industries, including Technology, Cannabis, Non-Profits, Life Sciences, and Real Estate, providing tailored solutions that address their unique accounting challenges and drive operational efficiency.

With over 4 years of dedicated experience at Centri, Robert has consistently demonstrated his expertise in assisting companies to elevate their accounting functions and achieve greater accuracy in their month-end close processes. His primary focus is on designing and implementing more efficient and scalable accounting workflows, integrating new technologies, and working closely with executive management teams to ensure their financial data is both accurate and reliable in a real-time environment.

Prior to his time with Centri, Robert was a supervisor at a public accounting firm in New York City, Anchin, Block & Anchin LLP, where he worked specifically in the real estate group. His experience includes a focus on a wide range of assurance services and financial statement reporting. In addition, he maintained a strong foundation in partnership, corporation, and individual tax compliance.

Robert received a B.S. in Accounting and Finance from the University of Delaware in 2014. He is a CPA and a member of the American and New York State Institute of Certified Public Accountants.

Fritz is a Director at Centri Business Consulting. He brings more than 36 years of accounting, finance, and other experience in the mining industry, ranging from small exploration companies to large-scale international mining operations, predominantly in the coal and gold sectors. Additionally, he brings nearly 10 years of accounting and finance experience in commercial and residential real estate development. He joined Centri in January 2014.

Prior to his time with Centri, he served as Chief Financial Officer of Midway Gold Corp from March 2011 through May 2013. He served in an interim capacity from August through December 2013, assisting Midway in its advance from a small exploration stage mining company into the development stage. He helped Midway raise $85 million in equity funding. For several years prior to joining Midway, Mr. Schaudies provided consulting services to mining clients in Mexico and the U.S., including assisting with the development, construction, and operation of a gold mine in Mexico. Prior to that, he held other positions, such as: Manager of Planning and Budgeting for Newmont Mining Corporation; Manager of Estimating, Cost Control, & Scheduling for Echo Bay Mines Ltd.; Controller of Arch of West Virginia, a coal mining subsidiary of Arch Minerals Corporation. He also worked at Morrison Knudsen Corporation (MK) (ultimately acquired by URS Corporation) where he served in positions, including Financial Manager in their commercial real estate development subsidiary and Senior Estimator in MK’s Mining Group where he prepared mine economic feasibility studies for their clients. He also worked in the Midwestern Region of the Consolidation Coal Company (now Consol Energy) where he served in various positions, including accountant, reclamation supervisor, health and safety technician, and environmental technician.

Fritz completed extensive graduate-level studies in accounting at the University of Colorado – Denver, received an M.B.A. from Boise State University, graduated cum laude from Wheeling College with a BS-BA in Accounting, and earned a B.S. in Botany from Ohio University. He is a Certified Public Accountant in the State of Colorado, a member of the American Society of Certified Public Accountants, and a member of the Colorado Society of Certified Public Accountants.

Yoland is a Director at Centri Business Consulting. She has over 10 years of experience in public accounting and accounting advisory experience. She joined Centri in January 2024 and supports clients across several industries, focusing primarily on companies within the technology, digital assets, and fintech industries. She specializes in providing Securities and Exchange Commission (“SEC”) financial reporting and compliance services, including supporting clients with their financial reporting requirements, preparing periodic filings with the SEC, including S-1, S-4, 8-K, Proxy, 10-Q, 10-K, and Form 10 filings. She also assists companies in preparing for capital market transactions, including SPACs and IPOs.

Prior to her time with Centri, Yoland was a Senior Manager at Deloitte & Touche LLP and served in the firm’s National Office as a Digital Asset subject matter expert. She also provided audit and accounting advisory services and SPAC readiness services to various entities within the digital asset industry. For the first 8 years of her career, Yoland provided audit services to public and private clients within the technology and media industries. Throughout her tenure, she assisted companies with the implementation of new accounting standards, remediation of internal controls, and the evaluation of complex technical accounting and SEC reporting matters. She served a broad array of clients ranging from startups and emerging growth companies to large multinational corporations.

Yoland earned her B.A. in Accounting and her M.B.A. from Howard University. She is also a Certified Public Accountant and a member of the American Institute of Certified Public Accountants (AICPA).

Matt is a Director at Centri Business Consulting. He has more than 8 years of experience in public and private accounting and consulting services. He joined Centri in April 2020 and assists clients across various industries with SEC financial reporting and technical accounting research.

Prior to his time with Centri, Matt was a manager at a regional advisory firm, where he completed a variety of projects for clients in industries ranging from airlines to private equity to technology, among others. Matt performed accounting system implementations, technical accounting research, finance department optimization and automation, buy-side due diligence procedures, and financial reporting processes.

Previously, Matt was an AVP in Equity Derivatives at Citigroup. There, he was responsible for executing the critical reporting functions, including legal entity, financial and regulatory reporting, specifically for GAAP accounting requirements. This involved providing financial oversight of the profit & loss and balance sheet to ensure accurate financial reporting to the business, senior management, and regulators.

Matt began his career at Ernst & Young, where he conducted financial statement audits in accordance with US GAAP and GAAS standards, primarily in the media and entertainment industry. He assisted in evaluating clients’ internal controls, specifically documenting key control processes. Matt also performed procedures to help ensure the successful filing of the Form S-1 for his client, the largest Spanish language network in the US.

Matt received a BS in Accounting and a Master of Accountancy focused on Financial Accounting from Rutgers University. He is a Certified Public Accountant (CPA) in the State of New York.

Hannah is a Director at Centri Business Consulting. She has more than 8 years of public and private accounting experience. She joined Centri in August 2022, where she supports clients with financial reporting and technical accounting.

Prior to her time at Centri, Hannah worked for Ernst & Young, The TJX Companies, Inc., SM Energy, The Siegfried Group, Resilience, and Stagwell. Her experience includes year-end audits, operational accounting, financial reporting, and technical accounting. She has worked on several 10-Q and 10-K filings, prepared documentation for complex transactions, managed stock compensation accounting, and done lease accounting.

Hannah received a B.B.A. in Accounting from the University of Massachusetts Amherst, graduating Summa Cum Laude. She is a Certified Public Accountant in the state of Massachusetts.

Elad is the Director of Technology and Information Systems at Centri Business Consulting. He has more than 20 years of information technology and operational services leadership experience. He joined Centri in June 2021 where he is responsible for providing the vision for the firm’s technology infrastructure. He sources and implements new software and hardware, identifies vulnerabilities and opportunities for improvement, and researches and recommends new technology solutions to support Centri’s goals. Elad collaborates with executive management to achieve Centri’s goals and objectives in a secure and efficient way.

Prior to his time with Centri, Elad spent 17 years at OmniComp Inc. He first joined as a Service Manager, and then spent 9 years as the Director of Technology Operations. In this role, Elad was an integral part of Omnicomps’ growth and helped the company become one of the top IT managed services providers in the Delaware Valley. Elad orchestrated all IT operations projects and services provided to companies in the healthcare, law, manufacturing, and financial services industries. He developed IT strategies and infrastructure plans while focusing on IT key performance indicators.

Elad implemented various projects, including financial software migrations and implementations, network topology integrations, private and public cloud deployments, MDM rollouts, and on-premises virtual environment implementations.

Elad received his B.S. from Walnut Hill College in Philadelphia, PA.

Anna is a Senior Accountant at Centri Business Consulting. She has more than 4 years of experience in public accounting and audit. She joined Centri in April 2022 and supports clients across multiple industries, assisting them with their financial reporting requirements, technical accounting research, and pre-audit support preparation.

Prior to her time with Centri, Anna was an Experienced Associate at PwC within their Assurance Practice. At PwC, Anna primarily served clients in the asset and wealth management industry. She also has experience with the testing of internal controls in relation to SOX compliance. Before her role at PwC, Anna was an Audit Associate at Baker Tilly US. At Baker Tilly, she worked on the audits of various private companies within the healthcare, manufacturing, and commercial industries.

Anna graduated with a B.S. in Accounting from the University of Scranton, graduating magna cum laude. She then obtained a Master of Accountancy from the University of Scranton.

Jacob is a Manager at Centri Business Consulting. He has more than 4 years of experience in public and private accounting and consulting services. He joined Centri in April 2023 and assists clients across various industries, advising clients on accounting transformations, process improvement, financial statement preparation, digital asset transactions, and M&A. Jacob also has extensive experience supporting clients who work with complex data, as well as filings with the SEC, including S-1, 10-Q, 10-K, and associated correspondence with the SEC.

Prior to his time with Centri, Jacob was a Senior Digital Asset Analyst, where he performed blockchain data analysis, technical accounting documentation, and various consulting services for companies within the digital asset industry. Jacob also spent almost three years serving in the Audit practice at KPMG. While at KPMG, he led both financial statement audits, integrated audits for large public companies filing with the SEC, and audits of privately held companies. His industry focus was primarily on companies in the technology, media, and telecom industries in New York City.

Jacob received a B.S. in Information Systems and Accounting from the University of Maryland, College Park, in 2019.

Brian is a Valuation Manager at Centri Business Consulting. He has more than 5 years of public accounting and valuation experience. He joined Centri in March 2018 and has conducted valuations for financial reporting purposes under ASC 820, ASC 805, ASC 350, ASC 360, ASC 718, and ASC 842. Brian is experienced in portfolio valuations and performing valuations for IRC 409A and estate and gift tax. Additionally, Brian has experience valuing a wide range of complex derivatives, including adjustable stock options and warrants, restricted stock units, performance-based shares, convertible debt instruments, and other hedging instruments.

Prior to his time with Centri, Brian was an Associate at Ernst & Young in the Greater D.C. Metropolitan Area.

Brian received a B.S. in Accounting from Penn State University in 2016.

Anthony is a Manager at Centri Business Consulting. Anthony has more than 5 years of public accounting and audit experience. He Joined Centri in October 2021, where he assists clients across various industries with SEC and financial reporting, along with technical research.

Prior to his time with Centri, Anthony was a Senior Accountant with Santora CPA Group. As a Senior Accountant, he specialized in the preparation of external financial statement audits, reviews, compilations, projections, and new standards implementation. Anthony worked with clients in various industries, including construction, retail, software, and biological services.

Anthony received a B.S. in Accounting and Finance from the University of Delaware in 2018 and is a Certified Public Accountant.

Amber is a Manager at Centri Business Consulting. She has more than 7 years of experience in risk and control management, specializing in the banking industry. She joined Centri in June 2021 and assists clients across various industries with risk advisory services, including SOX 404 implementation and testing, internal controls, and ESG.

Prior to her time with Centri, Amber was an Associate at JPMorgan Chase & Co., where she was responsible for leading end-to-end Quality Assurance reviews on a variety of external reports, internal processes, and systems. Before her role in Quality Assurance, she worked in the Risk and Control Management space as a Control Manager, where she was responsible for ensuring the internal control environment was appropriately mitigating risks in many capacities.

Amber received a B.S. in Accounting and Finance from West Chester University. She is an active alumni of Beta Alpha Psi, The International Honor Organization for Financial Information Students and Professionals, as well as a student mentor.

Lejla is a Talent Acquisition Manager at Centri Business Consulting. She has more than 8 years of recruiting experience with 3 years of accounting and finance exposure in national and international markets. She joined Centri in March 2022 and is responsible for hiring talent across multiple markets, developing innovative search strategies through effective collaboration, developing and growing external recruitment relationships, and the candidate experience while focusing on Centri’s core values.

Prior to her time with Centri, Lejla was a Recruiting Specialist at The Jonus Group. Lejla was responsible for recruiting nationwide for mid to large-size companies across diverse industries, including Brown & Brown Insurance, Gallagher Bassett Services, Inc., Krauter and Company, Perelson Weiner LLP, and KPMG.

Lejla’s previous experience includes US and UK Operations and Recruiting with Miramar Global Executive Search. She joined the company supporting their healthcare sector by developing and implementing search strategies, managing retention, developing and growing candidate and client relationships, and managing onboarding processes. Lejla has developed and implemented innovative recruitment, onboarding, operations, and social media processes while effectively building relationships with internal and external entities.

Lejla received a B.A. in Communications from Widener University in Chester, PA, in May 2013.

Sean is an Experienced Associate at Centri Business Consulting. He has over 1.5 years of experience assisting public and private clients with accounting advisory services, including M&A and discontinued operations. He joined Centri in January 2024 and assists clients with monthly, quarterly, and annual financial statements. Sean has worked with clients in various industries, including financial services, consumer goods, and insurance.

Prior to his time with Centri, Sean was an Experienced Associate at PricewaterhouseCoopers (PwC), where he assisted with technical accounting benchmarking, SEC filings, and project management of offshore accounting teams. His primary focus was primarily within the financial services industry.

Sean received a B.S. in Commerce with a specialization in Accounting from the University of Virginia in 2021.

Stuart is a Senior Accountant at Centri Business Consulting. He has more than 4 years of public accounting and audit support experience. He joined Centri in May 2022 and assists clients across several industries within the Audit and Advisory practice.

Prior to his time with Centri, Stuart was an Audit Senior at Barbacane Thornton & Company LLP. There, he performed audit services for governmental entities, school districts, charter schools, and non-profits across the local tri-state area.

Stuart received a B.S. from the University of Delaware in 2019. He is a Certified Public Accountant in the state of Delaware.

Erin is a Human Resources Coordinator at Centri Business Consulting. She has more than 2 years of experience in HR services. She joined Centri in June 2021, where she is responsible for assisting with several different Human Resource functions, including scheduling, benefits, payroll, onboarding new hires, and compliance.

Prior to her current role, Erin was a Human Resources Associate and Intern at Centri. She assisted the team with various projects, including candidate sourcing and data management.

Erin received a B.B.A. in Human Resource Management from Temple University in 2021..

Miguel is a Risk Assurance Senior Associate at Centri Business Consulting. He has more than 5 years of public accounting experience, focusing primarily on providing review and audit procedures for publicly traded companies and private clients within the financial services sector. At Centri, he provides advisory services to a variety of industries, with an emphasis on internal controls and compliance.

Prior to his role at Centri, Miguel served as an Assurance Supervisor at RSM US, LLP, where he performed audit and review procedures for clients in a variety of industries, including commercial banks, insurance, consumer products, agriculture, and technology.

Miguel received a B.S. in Accounting from The University of South Florida. Miguel is actively pursuing his CPA license.

Cindy is an Executive Assistant at Centri Business Consulting. She has more than 20 years of experience providing administrative support. She joined Centri in September 2021 and assists the CEO and Executive Team to drive organizational success by anticipating and fulfilling the needs of the team, allowing them to focus on strategic decision-making. She brings a wealth of knowledge and extensive research skills honed during her previous experiences as an Executive Assistant. Her diverse skillset includes anticipating needs, thinking critically, and offering solutions to problems with a high level of professionalism.

Prior to her time with Centri, Cindy served as an Executive Assistant for the Director of a non-profit in Pittsburgh, PA, and has previous experience as a paralegal/administrative assistant for a family law firm in NJ.

Cindy studied biology at Montclair State University and paralegal studies at Brookdale Community College.

Sam is an Experienced Resource Management Associate at Centri Business Consulting. He has more than 2 years of experience. He joined Centri in April 2022, where he focuses on the firm’s metrics and growth objectives to help determine proper staffing levels to ensure the best quality of service is provided to the firm’s clients.

Prior to his time with Centri, Sam was a Project Coordinator at ModernControls in New Castle, Delaware. There, he assisted the engineers and Parts Department with material ordering and logistics. He also worked alongside project managers to help maintain project schedules and client expectations through resource management and utilization.

Sam received his B.S. in Economics from the University of Delaware in 2017.

Doug is a Senior Manager at Centri Business Consulting.  He has more than 15 years of experience in professional services supporting startups to Fortune 50 companies.  He joined Centri in July 2024 and assists insurance clients with risk advisory services, technical accounting advisory, outsourced accounting, and financial transformation services.

Prior to his time with Centri, Doug was the dual Interim Chief Financial Officer/Interim Chief Information Security Officer of a New York City-based medical malpractice insurer where he supported overall restructuring efforts of the finance and IT teams, improving overall profitability, expense management, and risk-based capital position for the firm.  Doug also spent nearly eight years with Grant Thornton LLP, delivering in the property and casualty, life, health, surety, and reinsurance industries, and served as one of two U.S. Knowledge Champions for the insurance industry. Prior to Grant Thornton, Doug was with KPMG performing risk advisory and project management services to larger financial services clients and KPMG’s Internal Audit Department.  Lastly, under his own practice, Doug served clients by performing interim controller, statutory financial reporting, accounting advisory, SEC reporting, and outsourced internal audit services to small and large P&C and life insurance clients.

Doug graduated Cum Laude with a B.S.B.A. from Drexel University, concentrating in accounting, finance, and their honors program.  He is a Certified Internal Auditor and a Certified Public Accountant in Pennsylvania. In addition, he is affiliated with the Society of Insurance Financial Managers and Financial Executives Networking Group (Philadelphia and New York City chapters).

Keylee is an Experienced Associate at Centri Business Consulting. She has over 3 years of public accounting experience. She joined Centri in September 2023 and supports clients across multiple industries and assists them with their financial reporting requirements, technical accounting research, and pre-audit support preparation.

Prior to her time with Centri, Keylee was a Senior Associate at CohnReznick in their Real Estate Practice. Kelee primarily served private clients in the affordable housing and not-for-profit sectors. Her role encompassed reviewing audits, preparing and reviewing financial statements, cost certifications, and testing many in-scope audit areas. She also has experience with compliance testing in relation to subsidized housing.

Keylee graduated with a B.S. in Accounting from the University of North Carolina at Charlotte in 2017 and a M.S. in Accounting from Gardner Webb University in 2019.

Fayek is a Valuation Manager at Centri Business Consulting. He has more than 10 years of professional experience, of which approximately 6 years are related to valuation services in a public accounting setting. Fayek has experience providing business valuations across a variety of sectors for financial and tax reporting purposes. He joined Centri in August 2023 and has assisted clients with succession and business plans, merger and acquisition transactions, strategic planning, financial modeling, and consulting for both private and public companies in the U.S. and internationally.

Prior to his time with Centri, Fayek was an Assistant Vice President in the enterprise valuation group at PNC Bank and an Assistant Vice President in the Private Equity and Leveraged Finance valuation risk and control group at Credit Suisse. He also has prior valuation experience at RSM and EY, where he performed a broad base of valuation analyses, including valuations for tax reporting and financial reporting purposes (ASC 350-20, 360, 718, 805 and 820), goodwill impairment, warrant/option valuations, purchase price allocations, and valuation of intangible assets.

Fayek received a B.B.A. in Finance and International Business from Loyola University in 2012.

Hunter is a Senior Accountant at Centri Business Consulting. He has more than 2 years of experience in financial reporting. He joined Centri in July 2022, where he supports clients across multiple industries and assists them with their financial reporting requirements, technical accounting research, and pre-audit support preparation. 

Prior to his time with Centri, Hunter was an Assurance Associate at RSM US, LLP, in the firm’s Assurance Practice. He worked with several private clients, primarily in the real estate and life sciences spaces.

Hunter received a B.B.A. in Accounting and Finance from the University of Central Florida in 2020. He is currently pursuing his CPA license.

Tamara is a Senior Analyst in the Valuation practice at Centri Business Consulting. She has over 3 years of experience. She joined Centri in September 2023 and assists clients across multiple industries with valuation services.

Prior to her time with Centri, Tamara gained valuable experience as an Experienced Associate in the Valuation-Deals team at PwC, where she helped execute business enterprise valuations, purchase price allocations (pre and post-deals), impairment tests, valuation of non-competition and non-solicitation agreements, outside-in analyses, and model diagnostics. During her tenure, she further honed her skills in financial analysis and valuation methodologies supporting clients from private and public companies across several industries.

Prior to joining PwC, Tamara worked as a Business Valuation Consultant, with a specific focus on startups. One notable joint venture she was involved with was OerthBio, a startup operating in the agricultural biotechnology industry. These experiences strengthened Tamara’s ability to assess the unique challenges and opportunities associated with early-stage companies. Tamara’s contributions to both established firms and startups highlight her versatility and commitment to the field.

Tamara graduated summa cum laude from Deree College – The American College of Greece and received a B.S. in Finance in 2019. She then received a M.S. in Financial Management with a concentration in Investment Analysis from Boston University in 2022.

James is a Senior Associate at Centri Business Consulting. He has more than 5 years of experience in public accounting and transaction advisory services. James joined Centri in April 2024 to assist clients with SOX 404, revenue recognition, quality of earnings and net working capital analyses.

Prior to joining Centri, James was a Senior Associate at PKF O’Connor Davies, where he performed buy-side and sell-side financial due diligence for companies mainly in the technology, financial services, and commercial industries. He has helped clients across a variety of industries, including technology, REITs, commercial/manufacturing, and financial services.

James received a BS and MBA in Accounting from Iona College. He also received an Advanced Certification in International Business from Iona.

Andrew is a Quality and Risk Management Associate at Centri Business Consulting. He has more than 5 years of experience in public accounting and audit and 1 year of quality and risk management experience. He joined Centri in July 2022 and assists with building out quality control processes and driving quality-related initiatives for all revenue segments within the firm.

Prior to his time with Centri, Andrew was an Audit Senior at Smith and Howard, where he worked on several engagements for clients in a variety of industries, including distribution and manufacturing, franchising, SaaS, private schools, and employee benefit plans. He specialized in the preparation of external financial statement audits and reviews.

Andrew received a B.S. in Mathematics from the University of North Carolina at Chapel Hill in 2013 and a M.S. in Accounting from Georgia State University. He is a Certified Public Accountant in the state of North Carolina.

John is a Senior Manager at Centri Business Consulting. He has more than 7 years of public accounting and consulting experience. He joined Centri in November 2018 and assists clients with SEC reporting, technical research, and internal control engagements across various industries.

Prior to his time with Centri, John was an Assurance Services Senior at Ernst and Young, where he worked with many public and private clients in a variety of industries, including software and technology, real estate, manufacturing, pharmaceuticals, and transportation. He has performed audit services for both public and private clients, including internal control over financial reporting and employee benefit plans.

John received a B.S. in Accounting, along with a minor in Management Information Systems, from the University of Delaware in 2016. He is a Certified Public Accountant and a member of the Pennsylvania Institute of Public Accountants and the American Institute of Certified Public Accountants.

Joseph is a Manager at Centri Business Consulting. He has over 7 years of accounting and advisory experience. He joined Centri in May 2019 and assists clients within the firm’s M&A Transaction Advisory Practice. Additionally, Joseph has worked on SOX compliance testing programs, financial reporting requirements, ASC 606 Revenue Recognition impact assessments, and contract review procedures. He also assisted with technical accounting research, primarily in the Digital Assets and Esports industries.

Prior to his time with Centri, Joseph was a Financial Assistant at Fire Sprinkler Service Inc. During his time there, he was responsible for accounts receivables, invoices, and reviewing various financial statements.

Joseph received a B.S. in Accounting from Stockton University in 2018. 

Jeff is a Senior Valuation Associate at Centri Business Consulting. He has more than 1 year of experience in the Valuation Services Practice. He joined Centri in June 2022 and has assisted clients across various industries with enterprise valuations, ASC 842s, contingent considerations, and complex financial instrument valuations. He also has coding experience in Python and R. 

Prior to joining Centri full-time, Jeff interned with Centri’s Valuation Practice in 2022.

Jeff received a dual degree in Finance and Management Information Systems from the Alfred Lerner College of Business at the University of Delaware in 2022.

Zach is a Valuation Manager at Centri Business Consulting. He has more than 4 years of experience in valuing Complex Financial Instruments requiring Monte Carlo simulations, such as adjustable stock options and warrants, contingent consideration, convertible debt, preferred equity, and other instruments. He joined Centri in June 2019 and assists clients in multiple industries with enterprise valuations, sell-side engagements, ASC 805 purchase price allocations, and creating tailored financial forecasting models. Zach has gained experience in both statistical and non-statistical forecasting methods that can be implemented in enterprise valuation models.

Zach has conducted valuations for financial reporting purposes under ASC 820, ASC 805, ASC 350, ASC 360, ASC 718, and IRC 409A. Additionally, he has worked with clients to build custom, proprietary spreadsheet models that can be used for financial forecasts, real estate investments, capitalization scenarios, and more.

Prior to his time with Centri, Zach worked at R.S. Abrams & Co., LLP, assisting in the audits of school districts, not-for-profits, and state and local governments.

Zach received a B.S. in both Finance and Accounting from the University of Delaware.

Sabrina is a Senior Data Analyst at Centri Business Consulting. She has more than 2 years of experience in the execution of marketing, business relationship, and communications activities in support of the firm. She joined Centri in November 2021 and supports segment leaders and business relationship managers by providing market trends, prospect analyses, and industry and service line marketing information. She is responsible for information management and data cleansing within the firm’s CRM platform and tracks and reports on internal marketing analytics. Additionally, she conducts external market research for the firm and regularly tracks, reports, and analyzes sale pipelines, and assists in event preparation, marketing collateral, and promotional materials.

Sabrina received a B.S. in Business Administration and Marketing, with a double minor in Finance and Economics, from Bryant University in 2021.

Lindsey is a Manager at Centri Business Consulting. She has more than 6 years of professional accounting experience. She joined Centri in August 2021 within the Outsourced Accounting Practice, Powered by Centri, where she assists clients across various industries.

Prior to her time with Centri, Lindsey worked as an Accountant for HarperCollins Publishing. Her experience included working with month-end close and financial reporting packages.

Lindsey received a B.S. in Accounting and Financial Management from Juniata College in 2016. She is currently continuing her education at Clarion University and is enrolled in their MBA – Accounting Concentration Program.

Lisa is the Professional Services Project Manager at Centri Business Consulting. She joined Centri in September 2023. Lisa plays a critical role in ensuring that projects are properly staffed to provide the best quality service for our clients, as well as taking the interests/skillsets of our resources into account.

Prior to her time with Centri, Lisa was the Resource Manager at RSM for the Philadelphia Market. During her time with RSM, she held various operational roles, including Assistant to the CFO, Financial Analyst, Billings and Collections, and most recently, Resource Management. As the Resource Manager, she was responsible for scheduling the accounting and auditing team to help drive the financial metrics of the Firm while ensuring the highest quality of service.

Lisa is currently working towards the completion of the Resource Management Certified Professional (RMCP) Certification, along with completing the final courses for her Bachelor’s degree from Thomas Jefferson University.

Vincent Del Signore is an Experienced Associate at Centri Business Consulting. He has 2 years of experience in public accounting and tax. He joined Centri in June 2024 and serves clients within the M&A Advisory practice specializing in buy-side and sell-side due diligence.

Prior to his time at Centri, Vincent worked at CliftonLarsonAllen, performing assurance services for middle-market clients within several industries including manufacturing, distribution, logistics, and life sciences.

Vincent received a B.S. in Corporate Finance and Accounting from Bentley University in 2023. He is actively pursuing his CPA license in the Commonwealth of Massachusetts.

James is a Manager at Centri Business Consulting. He has more than 6 years of experience in public accounting as well as business consulting and outsourced CFO/Controller services. He joined Centri in July 2024 and assists clients across various industries with SEC financial reporting and technical accounting research.

Prior to his time with Centri, James was an Audit Manager at Deloitte LLP in Chicago. There, he served clients in various industries including manufacturing/distribution, mining/metals, construction, and financial industries. His experience includes annual audits, interim reviews, and internal control testing for both public and private companies. Additionally, he has experience with ASC 606 adoption/analyses, IFRS accounting, remediation of material weaknesses/identification of material misstatements resulting in the restatement of financial statements; and other assurance services. He also spent time as a consultant for various small to mid-sized clients to direct restructuring strategies, cash-flow management for distressed businesses, and served as an interim CFO/Controller over their finance/accounting departments.

James received his BS in Accounting and MAS with a concentration in Information Technology and Systems from the University of Illinois at Urbana-Champaign.

Cali is a Senior Associate at Centri Business Consulting. She has more than one year of experience in financial reporting. She joined Centri in October 2021 and supports clients across multiple industries, assisting them with their financial reporting requirements, technical accounting research, and pre-audit support preparation.

Prior to her time with Centri, Cali was a Senior Associate at RSM US, LLP, as a part of their Assurance practice. She worked for several public and private clients, primarily in the financial institution and financial services industries.

Cali received a B.B.A. in Accounting, Finance, and Business Pre-Law from Ohio University in 2019. She is currently pursuing her CPA license.

Evan is a Senior Associate at Centri Business Consulting. He has more than 2 years of public accounting experience. He joined Centri in September 2023 and works within the SEC Financial Reporting group, advising clients on the accounting treatment for complex transactions, as well as financial statement preparation.

Prior to his time with Centri, Evan worked as an Audit Associate at KPMG. While at KPMG, he worked within the audit function, filing with SEC public registrants and privately held companies. Evan’s industry focus is primarily on companies in the technology, life sciences, sports, and consumer goods industries.

Evan received a B.S. in Accounting, minoring in Information Systems, and an MSA with a focus in Data Analytics from Loyola University, Maryland, in 2021. He is a Certified Public Accountant in the state of Pennsylvania and a member of the American Institute of Certified Public Accountants.

Anthony is a Senior Accountant at Centri Business Consulting. He has over 3 years of accounting experience. He joined Centri in January 2020 and assists clients across various industries with their financial reporting requirements, pre-audit support preparation, and technical accounting research.

Prior to his time as an Experienced Associate, Anthony was an Accounting Intern with Centri. He assisted numerous clients with different projects, including financial reporting and SOX compliance.

Anthony received a B.S. in Finance and Accounting from Rowan University. He is currently pursuing his CPA license.

Molly is a Manager at Centri Business Consulting. She has more than 6 years of public accounting experience serving clients across various industries. She joined Centri in October 2022 and specializes in supporting clients with initial audit preparation, accounting process improvement, and financial close and reporting.

Prior to her time with Centri, Molly was a Manager at CliftonLarsonAllen, LLP (CLA) in Tampa, Florida. She worked in the Audit Practice serving private clients of various sizes, primarily in the retail, franchising, and nonprofit industries. In addition to audit services, she assisted clients with accounting standard implementations, accounting for mergers and acquisitions, and process improvement.

Molly received a B.S. in Accounting from the University of Central Florida and is a member of both the American and Florida Institute of Certified Public Accountants. She lives in St. Petersburg, Florida, and enjoys participating in community service events throughout St. Pete and the greater Tampa Bay area. She is a member of the Tampa Bay Chamber of Commerce Emerging Leaders program and the University of Central Florida Alumni Association.

Eddie is an Associate in the Outsourced Accounting Practice at Centri Business Consulting. He joined Centri in July 2023 and has experience with Accounts Payable, Accounts Receivable, and the month-end financial close process.

Prior to joining Centri, he worked in the corporate accounting department at Cencora.

Eddie received a B.S. in Accounting from Drexel University. He is currently pursuing his CPA license.

Liz is a Senior Associate at Centri Business Consulting. She has more than 5 years of experience in HRIS configuration, data management, and HR transformation. She joined Centri in June 2022 and assists in the HR Advisory Practice.

Prior to her time with Centri, Liz was a Senior HRIS Analyst at Urban Outfitters where she assisted stakeholders to address a wide range of challenges, including HR process improvement, change management, and technology adoption. Liz served as a subject matter expert and project manager for her organization’s talent systems as well as led the implementation of all talent modules within the organization’s HCM.

Liz received a B.S. in Management from West Chester University of Pennsylvania.

Luke is a Senior Associate at Centri Business Consulting. He has more than 4 years of public accounting experience. He joined Centri in July 2024, serving clients across a variety of industries with their financial reporting requirements, accounting transformation, pre-audit support preparation, and month-end close procedures.

Prior to his time with Centri, Luke worked as an Audit & Assurance Senior at Deloitte. While at Deloitte, he provided audit and review services for various public and private clients across the real estate, manufacturing, and technology industries. His experience includes the evaluation of the design and implementation and operating effectiveness of controls, real estate valuations, derivatives, debt compliance, analyzing financial statements and footnote disclosures for compliance with reporting standards, and risk assessments.

Luke received a B.B.A. in Accounting from the University of Georgia and a Master of Accountancy from the University of Georgia. He is a Certified Public Accountant in the state of Georgia and a member of the American Institute of Certified Public Accountants (AICPA).

Nikki is the Senior Business Relationship Manager at Centri Business Consulting. She has more than 10 years of business development experience. She joined Centri in December 2020 and is responsible for managing business development processes and creating new client relationships for the firm.

Prior to her time with Centri, Nikki’s background centered around identifying and cultivating new business opportunities, as well as developing strategies in new markets with a focus in the accounting and finance field. Nikki spent 5 years within the staffing industry as a sales executive prospecting and targeting C-level executives to drive sales, build relationships and run a full sale process. She also spent 3 years within the HCM/Software space. Most recently, she was responsible for driving sales of global enterprise accounts and contributing to the development of go-to-market strategies to maximize both client value and company revenue.

Nikki received a B.S. in Government and Politics from Widener University in 2009.

Liz is a Senior Associate at Centri Business Consulting. She has more than 4 years of public accounting experience providing assurance services. She joined Centri in September 2022, where she supports clients across multiple industries with pre-audit support preparation and assisting with their financial reporting requirements.

Prior to her time with Centri, Liz was an Audit Senior at RSM US LLP. There, she performed audit and review services for private clients in the consumer products, agriculture, manufacturing, and trucking industries.

Liz received a B.S. in Accounting from the University of South Florida and an M.B.A. from Florida Gulf Coast University. Liz is actively pursuing her CPA license.

Patricia is a Manager at Centri Business Consulting. She has more than 6 years of public accounting experience. She joined Centri in March 2018 and has assisted clients with financial reporting requirements, pre-audit support preparation, and technical accounting research. Patricia works with public issuers, as well as prior IPO and privately-owned companies within the financial, technology, and digital asset space.

Prior to her time with Centri, Patricia was a Senior Audit Associate at KPMG LLP, where she worked on several public and private engagements for clients in asset management with a concentration in various fund structures. Prior to her time at KPMG, Patricia was an Audit Associate at CohnReznick LLP. While at CohnReznick, Patricia performed audit services for both public and privately-owned companies in various industries, including construction, manufacturing and distribution, pharmaceuticals, technology, and employee benefit plans.

Patricia received a B.S. in Accountancy from The College of New Jersey in 2014 and is a member of TCNJ’s Business School alumni group. She is also actively pursuing her CPA license.

Tori is a Senior Associate at Centri Business Consulting. She has 3 years of experience in public accounting. She joined Centri in July 2024 and assists clients across various industries.

Prior to her time with Centri, Tori was a Staff Associate at Moss Adams, LLP, where she focused on financial reporting. She performed various integrated audits for several different clients and industries, including Financial Institutions, Technology, SaaS, Manufacturing, Construction, Retail, and Oil & Gas industries.

Tori received a B.S. degree in Accounting with an interest in Finance from Colorado State University, graduating magna cum laude.

Gabrielle is a Manager at Centri Business Consulting. She has more than 4 years of public accounting experience. She joined Centri in December 2022 and assists with financial reporting within the Accounting & Advisory Practice.

Prior to her time with Centri, Gabrielle was a Senior Associate at HBK CPAs and Consultants. While at HBK CPAs and Consultants, she primarily worked on engagements for non-public clients across several industries, including not-for-profit, cannabis, manufacturing, wholesale, baseball, and healthcare. Her focus was to provide clients with efficient and effective audit, assurance, and consulting services.

Gabrielle received a B.S. in Accounting and a B.S. in Finance from Virginia Tech in 2018. She is a member of the Kappa Delta Alumni Group. She is also a member of the American Institute of Certified Public Accountants and the New Jersey Society of Public Accountants.

Evelina Golaszewski is an Experienced Associate in the Outsourced Accounting Practice at Centri Business Consulting. She has more than 5 years of experience in public accounting. She joined Centri in February 2024 and specializes in technical accounting, facilitating month-end processes, and financial reporting.

Prior to her time with Centri, Evelina worked as a staff accountant for Lazydays RV in Tampa, Florida. She worked directly with management, assisting them with technical accounting and controller functions, as well as performing standard month-end and audit procedures.

Evelina Golaszewski received a B.S. in Accounting from Hofstra University.

Kerra is a Manager at Centri Business Consulting. She has more than 3 years of public accounting and audit experience. She joined Centri in October 2021 and supports clients across multiple industries, assisting them with their financial reporting requirements, technical accounting research, and pre-audit support preparation.

Prior to her time with Centri, Kerra was a Staff at EY within their FSO Practice, where she provided audit services for clients. Kerra worked with public and private clients in the wealth and asset management and banking industries.

Kerra received a B.S. in accounting from Villanova University. She is a Certified Public Accountant in Pennsylvania.

Grant is a Manager at Centri Business Consulting. He has more than 3 years of public accounting and consulting experience and is a part of the M&A Advisory Practice. He joined Centri in August 2021, and assists clients with buy-side and sell-side financial due diligence, sell-side readiness, and accounting and audit support across multiple industries including private equity, life sciences and pharmaceuticals, technology, cannabis, and real estate.

Prior to his time with Centri, Grant was an experienced associate at PwC as a part of their US Assurance Practice. He worked for various public and private clients across the biotechnology, technology, and consumer products industries. His experience includes business process walkthroughs, the evaluation of the design and implementation of internal controls, recognition of revenue, and risk assessments.

Grant received a B.B.A. in Accounting from James Madison University in 2017 and a M.S. in Accounting from James Madison University in 2018. Grant is a member of the American Institute of Certified Public Accountants (AICPA) and the Virginia Society of Certified Public Accountants (VSCPA).

Parag is a Manager at Centri Business Consulting. He has more than 6 years of experience in public accounting and consulting. He joined Centri in April 2023 where he assists clients in various industries with financial reporting processes and advises them on complex M&A transactions.

Prior to his time with Centri, Parag worked at KPMG as a Senior Associate in the firm’s Deal Advisory and Strategy Practice, where he performed buy- and sell-side financial due diligence on middle-market companies in the process of being bought or sold. Parag also worked for 3 years at RSM and later for 1 year at KPMG in their Audit Practices, where he performed comprehensive financial statement audits of tech, healthcare, and real estate clients with a specialization in the financial services industry.

Parag received a B.S. in Accounting from Bentley University in 2016.

Ian is a Valuation Analyst at Centri Business Consulting. He joined Centri in June 2024 and focuses on complex financial instruments.

Prior to joining Centri full-time, he interned for a year in Centri’s valuation practice.

Ian received a B.B.A degree in Finance from Temple University.

Joseph is a Senior Manager at Centri Business Consulting. He has more than 11 years of experience in public and private accounting. He joined Centri in April 2023 and supports clients with financial reporting and technical accounting.

Prior to his time with Centri, Joseph worked in the assurance practice at PwC, leading both financial statement audits and integrated audits for public companies filing with the SEC and audits of privately held companies in accordance with US GAAP and GAAS standards, PCAOB, and AICPA standards, respectively. He oversaw the auditing of technical accounting and disclosure for complex transactions, such as business combinations, debt transactions, restructuring events, offering registration statements, and the adoption of new accounting standards. He also assisted in evaluating clients’ internal control procedures for both experienced and newly public companies. His focus was primarily on companies in the aerospace and defense, industrial products, and retail industries.

Joseph received a B.S. in Accounting from Rutgers University. He is a Certified Public Accountant in the State of New Jersey.

J.R. is a Senior Accountant at Centri Business Consulting. He has more than 4 years of experience in both audit and industry roles. He joined Centri in June 2022 and has supported clients in several industries, focusing primarily on digital assets, financial services, and financial technology.

Prior to his time with Centri, J.R. was a Senior Accountant at EverCommerce, where he assisted with parent company consolidations and the month-end close. He began his career as an Audit Associate at Deloitte, working with clients in the real estate, hospitality, and manufacturing industries.

J.R. received both his B.S. and M.S. in Accounting from Georgia State University and is a Certified Public Accountant.

Zach is a Senior Manager at Centri Business Consulting. He has more than 8 years of public accounting experience, including 4 years of private company financial reporting, other SEC work, business combinations, lease accounting, consolidations, and other technical accounting experience. He joined Centri in November 2019 and assists clients across several industries with their financial reporting, audit support, and technical accounting needs.

Prior to his time with Centri, Zach was a Staff Accountant at Brixmor Property Group and Clairmont, Paciello & Co., P.C. During this time, Zach gained exposure to both public and private entity accounting practices, including corporate and property accounting, as well as assurance and tax compliance for individual and corporate entities.

Zach received a B.S. in Accounting from Bloomsburg University in May 2014. He is a Certified Public Accountant in the state of Pennsylvania.

Taylor is a Senior Associate at Centri Business Consulting. Taylor has 2 years of public accounting experience. She joined Centri in March of 2021, and has supported and assisted clients with technical accounting research and financial reporting.

Prior to her time with Centri, Taylor was an Assurance Senior at Ernst & Young, LLP. She has performed audit services for both public and private clients over a variety of industries, including advanced manufacturing, travel, and air transportation.

Taylor received a B.S. in both Accounting and Finance, as well as a minor in Economics, from the University of Delaware in 2019. She is currently actively pursuing her CPA license in the state of Pennsylvania.

Joe is a Senior Manager at Centri Business Consulting. He has more than 6 years of public accounting experience providing assurance services for private clients. He joined Centri in September 2022 and supports clients across a variety of industries, specializing in merger and acquisition advisory services for both strategic and financial buyers and sellers. Joe provides value-add services such as buy-side due diligence, sell-side due diligence, sell-side consulting, sell-side readiness, buyer valuation support, and working capital analysis/support.

Prior to his time with Centri, Joe was an Assurance Manager at RSM US, LLP, where he worked with several private equity clients within the consumer products, manufacturing, agriculture, and restaurant industries. Joe assisted with business combination accounting as well as complex accounting around equity and debt transactions. He also performed audit and review engagements across each industry.

Joe received a B.S. in both Accounting and Finance from Florida State University and his M.B.A. with a focus in Accounting from the University of South Florida. He is a Certified Public Accountant in the state of Florida and a member of the American Institute of Certified Public Accountants (AICPA).

Matt is a Manager at Centri Business Consulting. He has more than 5 years of public and private accounting experience, serving clients across a variety of industries with their financial reporting requirements, technical accounting research, and accounting transformation. He joined Centri in June 2022 on the Accounting & Audit Support team, where he assists with multi-year clean-up and first-time audit support, ongoing audit support for private companies, financial statement preparation for private companies, management reporting for private companies, accounting transformation, and month-end close procedures.

Prior to his time with Centri, Matt was a Senior Accountant at Adapthealth, where he assisted in various financial reporting procedures and month-end closes. He also spent over three years in the Assurance practice for RSM US LLP, serving public and private clients in a variety of industries, including nonprofit, real estate, and technology.

Matt received a B.S. in Accounting from West Chester University of Pennsylvania. He is a Certified Public Accountant in the State of Pennsylvania. Matt has an Advanced Alteryx Certification and is certified in Blackline to assist our clients in multiple Blackline Product Mid-Market and Financial Enterprise implementations.

Dale is a Senior Marketing Manager at Centri Business Consulting. She has more than 25 years of marketing experience, primarily in the financial services industry. She joined Centri in April 2022 and assists with the day-to-day marketing initiatives and enables the team with analytical insights to best support the growth of the firm. She supports the development and execution of marketing strategies and plans; develops and refines team processes, organization, documentation, and budgets; supports Segment Leaders and Department Managers in a variety of ways to keep projects on track and on budget; and leads cross-functional programs with other departments.

Prior to her time with Centri, Dale was a Senior Research Analyst with Utilities Employees Credit Union in Wyomissing. She has also worked in marketing roles at Susquehanna Bank, VIST Bank, and Distributed Systems Services (an IT services organization). Dale’s experience has been centered on the strategy and analytics side of marketing, with an emphasis on targeted marketing via Customer Relationship Management (CRM) usage and analytical reporting insights.

Dale received a B.S. in Marketing and Management from Millersville University. She’s also a graduate of the American Banker Association’s School of Bank Marketing and Management and the CrossState Credit Union Association’s Judge/Bradley Leadership School.

Andrew is a Senior Manager at Centri Business Consulting. He has more than 9 years of public accounting experience. He joined Centri in January 2023 and assists clients across several industries.

Prior to his time with Centri, Andrew was a Senior Manager at Deloitte & Touche LLP in the Audit and Assurance Practice. He served clients in a variety of industries, including manufacturing, technology, and media and entertainment. He has experience working with clients from both emerging growth and publicly traded companies.

Andrew received a B.S. in Accounting from the University of Connecticut. He is a Certified Public Accountant in New York and a member of the American Institute of Certified Public Accountants.

Sabastian is a Senior Analyst at Centri Business Consulting. He has more than 2 years of experience in complex financial instruments, 409a valuations, and purchase price allocations. He joined Centri in June 2021 and has supported clients in a variety of industries, including life sciences, technology, software, banking, consumer services, and cannabis.

Prior to his time with Centri, Sabastian was a Senior Associate at UNFI, where he ensured client satisfaction and prioritized quality, production, and safety, acting as a liaison between management and associates.

Sabastian received a B.S. in Finance from Penn State University in 2020. Sabastian was awarded membership into Beta Gamma Sigma, whose members are recognized for their academic excellence as the top 10% of the top 5% of business schools. Sabastian is presently continuing his education in the Master of Finance program of Penn State World Campus.

Lauren is a Culture & Communications Manager at Centri Business Consulting. She joined Centri in September 2018 and is responsible for coordinating and executing various leadership and development programs at the firm.

Prior to her time with Centri, Lauren was the Administrative Assistant for Broadridge Financial Solutions in Mount Laurel, NJ. At Broadridge, she was responsible for managing the daily office operations, including calendar management for multiple C-level Executives and developing presentations for both on and offsite meetings. She was the liaison between all impact departments to ensure proper communication and reporting practices.

Lauren received her B.S. from Fairleigh Dickinson University in Teaneck, NJ in 2011. She stayed at Fairleigh to continue her education, receiving her M.S. in 2012.

Tommy Kleinhans is a Senior Manager at Centri Business Consulting. Tommy has more than 4 years of public accounting, accounting and audit support, accounting transformation, and acquisition accounting experience. He joined Centri in April 2022, serving private clients across a variety of industries with their financial reporting requirements, technical accounting research, and pre-audit support preparation.

Prior to his time with Centri, Tommy was a Manager at Bowman & Company, LLP. While at Bowman, he assisted in the month-end financial close process for multiple entities and performed audit, review, compilation, and tax preparation/projection engagements. The primary industries he worked with at Bowman included healthcare, manufacturing, and construction.

Tommy received his B.S.B.A. in Accounting from Bloomsburg University in 2016. He is a Certified Public Accountant in the states of Pennsylvania and New Jersey. Tommy is a member of the New Jersey Society of Certified Public Accountants and the Pennsylvania Institute of Certified Public Accountants. He also is a mentor for the NJCPA Scholarship Mentor Program and is the Treasurer of two non-profit organizations: Eastern Volleyball Academy Inc. and Camden County Pop Up Library.

Kurt is a Senior Manager at Centri Business Consulting. He has more than 8 years of accounting experience, including 6 years in retail accounting and 2 years in non-profit accounting. He joined Centri in May 2022 and assists clients within the Outsourced Accounting Practice, Powered by Centri.

Prior to his time with Centri, Kurt was an Accounting Manager at Optoro, Inc., where he worked within the corporate accounting department. During this time, he was responsible for the firm’s accounts payable and the monthly closes. Before Optoro, Inc., Kurt spent 2 years at SmithBucklin Corporation, an association management and services company located in Chicago, IL and Washington, DC. There, he was a Senior Accountant of Financial Management and Accounting Services in the Washington, DC office and ran the close process for more than 10 non-profit organizations.

Kurt received his B.S. in Accounting from the University of Pittsburgh at Greensburg in 2014. He is a Certified Public Accountant (CPA) in the State of Pennsylvania.

Drew is an Experienced Associate in Centri’s Risk Advisory practice. He has more than two years of experience in Risk Advisory Services. He joined Centri in March 2024 and assists clients across various industries.

Prior to his time with Centri, Drew was a Consultant at RSM, working in their Technology Risk Practice. He worked with multiple clients in various industries, including medical manufacturing, banking, pharmaceutical & technology. His experience is focused on Information Technology, where he guided various clients through ITGC’s and Sox compliance.

Drew received a B.S. in Security & Risk Analysis from Pennsylvania State University in 2021.

Bill is a Senior Associate at Centri Business Consulting. He has more than 3 years of public accounting experience. He joined Centri in September 2024, serving clients across a variety of industries with their financial reporting requirements, accounting transformation, pre-audit support preparations, and month-end close procedures.

Prior to his time with Centri, Bill was an Audit and Assurance Senior at Deloitte in Atlanta. While at Deloitte, he provided audit and assurance services for public and private companies in the real estate, technology, and medical distribution/healthcare industries. His experience includes annual audits, interim reviews, and evaluating the design and operating effectiveness of internal controls. Additionally, he has experience with goodwill impairment evaluation, project planning, real estate transactions, and financial statement and footnote disclosure analysis.

Bill received a B.B.A. in Accounting and Finance and a Master of Accountancy from the University of Georgia. He is a Certified Public Accountant (CPA) in the state of Georgia and is a member of the American Institute of Certified Public Accountants (AICPA).

Paige is a Senior Talent Acquisition Manager at Centri Business Consulting. She has more than 20 years of human capital experience. She joined Centri in January 2023 and focuses on working cross-functionally to strategically hire talent across multiple markets.

Prior to her time with Centri, she was a Client Lead for Talent Retriever, where she led recruiting efforts for clients in various industries. Paige was previously with PwC for 13 years where she held various talent acquisition and human resources leadership roles within the Tax Practice. She has extensive experience recruiting nationally for tax specialty practices (mergers and acquisitions, international, state and local).

Paige received her B.S. in Psychology from Saint Joseph’s University and her M.S. in Human Resource Management from Trinity Washington University. She holds a LinkedIn Professional Recruiter Certification.

Duryea is a Senior Associate at Centri Business Consulting.  He has more than 10 years of experience in public accounting and private accounting.  He joined Centri in May 2024 and assists clients with financial reporting, audit support, technical accounting analysis, and other accounting filing matters.

Prior to joining Centri, Duryea was an Experienced Senior Auditor at BDO USA where he provided audit and attest services for clients reporting under US GAAP and IFRS. While at BDO, he led financial statement audits and integrated audits for large public companies filing with the SEC. He gained technical expertise and worked through complex accounting topics such as ASC 606 (Revenue Recognition), ASC 805 (Business Combinations), and ASC 842 (Leases). Additionally, he has extensive knowledge and expertise in internal controls and communicating control gaps to clients. Duryea has worked with private and public companies in a variety of industries, including media and entertainment, manufacturing, software and technology, not-for-profits, life sciences and higher education.

Duryea received a BSBA in Accounting from Radford University and a Masters in Accounting from Liberty University.

Cricket is the Culture and Communications Specialist at Centri Business Consulting. She has more than 3 years of experience in organizational culture, internal communications and employee engagement. She joined in July of 2024 and assists the People team by promoting firm culture and supporting the Firm’s strategic goals.

Prior to her time with Centri, Cricket was a Culture Specialist for Semrush, where she contributed to the development of company culture by engaging in strategic planning, supporting new hire onboarding, corporate event planning, and serving as an internal DEI trainer. During her time at Semrush, she focused on promoting the company’s core values and provided support to employees on a global scale.

Cricket received a B.A. in Corporate Communication from Penn State University.

Jennifer is an Experienced Associate at Centri Business Consulting. She joined Centri in July 2022 and assists clients across various industries.

Prior to her time with Centri, Jennifer worked as an Experienced Associate at RSM US, LLP in Tampa, Florida, where she assisted clients in a variety of industries, including real estate, consumer products, healthcare, and financial services.

Jennifer received a B.S. in Accounting from Florida State University and attended grad school at the University of South Florida. She is currently pursuing her CPA license.

Taylor is an Experienced Associate at Centri Business Consulting. She has more than 2 years of experience in public accounting. She joined Centri in August 2023 and assists clients across a variety of industries.

Prior to her time with Centri, Taylor was an Assurance Associate at RSM, where she performed basic audit procedures for several clients primarily focused on financial institutions. She also assisted in audits for companies filing with the SEC.

Taylor received a B.S. in Accounting from Susquehanna University in 2021. She is currently a candidate for the CPA in the state of Pennsylvania.

Chris is a Senior Accountant at Centri Business Consulting. He has more than 3 years of experience in public accounting. He joined Centri in July 2022 and assists clients across various industries with SEC financial reporting and technical accounting research. He primarily works with clients in the digital asset industry, while also working on SOX compliance testing procedures.

Prior to his time with Centri, Chris was an Assurance Senior at Ernst & Young. There, he served clients in the pharmaceutical, biotechnology, and professional services industries, among many others. His experience includes annual audits, quarterly reviews, and internal control testing for both public and private companies. Additionally, he has experience with ASC 606 adoption, first-year Sarbanes-Oxley 404 implementation, IFRS accounting, and other audit services.

Chris received his BS-BA with a concentration in Accounting from Monmouth University.

Dave is a Senior Manager at Centri Business Consulting. He has more than 8 years of public accounting experience, serving private clients across a variety of industries with their financial reporting requirements and technical accounting research, including revenue recognition under ASC 606 and the adoption of ASC 842, the new leasing standard. He joined Centri in September 2022, where he assists with multi-year clean-up and first-time audit support, ongoing audit support for private companies, financial statement preparation for private companies, management reporting for private companies, accounting transformation, and technical accounting research.

Prior to his time with Centri, Dave was a Manager at RSM US LLP, where he worked on several private company audit engagements. There, Dave performed audit and review procedures for clients in a variety of industries, including technology, manufacturing and distribution, consumer products, and not-for-profit.
Dave received a B.S. in Accounting and a M.S. in Accounting from Northern Illinois University in 2013 and 2014, respectively. He is a Certified Public Accountant in the states of Florida and Illinois. He is a member of the American Institute of Certified Public Accountants.

Isabella is a Senior Associate at Centri Business Consulting. She has more than 4 years of experience in public accounting and individual tax preparation. She joined Centri in September 2022 and assists clients within the Digital Assets Practice. 

Prior to her time with Centri, Isabella was an Experienced Audit Associate at RSM US, LLP, where she audited clients in several industries, including software, technology, consumer products, agriculture, government contracts, and more. Isabella began her career in the real estate title insurance industry at a Fortune 500 company, where she obtained 6 years of experience in title and escrow post-closing for both residential and commercial properties. She later joined the Accounting Department as an Accounting Administrator and Assistant Bookkeeper, assisting in various accounting duties including, but not limited to, month-end and year-end closeout. 

Isabella received an M.S. in Accountancy from the University of Tampa and a B.S. in Accounting from the University of South Florida. She is actively pursuing her CPA license in the State of Florida and is a member of the American Institute of Certified Public Accountants (AICPA).

Sara is an IT Support Specialist at Centri Business Consulting. She has more than 15 years of experience in IT.  She joined Centri in February 2024 and is responsible for providing end-user support.

Prior to her time with Centri, she was with Vanguard, where she provided end-user and video conferencing support and assisted with training new IT team members.

Sara received a B.A. in Environmental Studies from Mount Holyoke College.

Nujhat is an Experienced Associate at Centri Business Consulting. She has two years of public accounting experience. She joined Centri in November 2023 and supports clients across multiple industries, assisting them with their financial reporting requirements and technical accounting research.

Prior to her time with Centri, Nujhat was an Assurance Senior at Ernst & Young, LLP in their core assurance practice. Nujhat primarily served public and private clients in the life sciences and technology sectors. During her time with EY, Nujhat gained valuable practice with financial accounting in accordance with applicable standards, reviewing 10-Qs, auditing 10-Ks, and testing internal controls and high-risk audit areas.

Nujhat received her B.A. degree in Management from the University of North Carolina at Chapel Hill and her M.S.A. in Accounting from East Carolina University.

Amanda is a Senior Manager at Centri Business Consulting. She has more than 12 years of public accounting experience assisting clients with tax issues pertaining to corporate compliance, provisions (ASC 740), mergers and acquisitions, and tax planning. She joined Centri in July 2024 and supports clients across various industries with their tax advisory needs.

Prior to her time with Centri, Amanda was a Senior Manager with EY’s Global Compliance and Reporting group where she focused primarily on tax compliance and tax advisory services for middle market and large global companies in both the public and private sectors.

Amanda received a B.S. in Accounting from San Diego State University. She is a Certified Public Accountant (CPA) in the states of North Carolina and California and is a member of the American Institute of Certified Public Accountants (AICPA).

Matthew is a Senior Accountant at Centri Business Consulting. He has more than 4 years of public accounting and audit experience. He joined Centri in January 2023 and supports clients across multiple industries with their financial reporting requirements, technical accounting research, and pre-audit support preparation.

Prior to his time with Centri, Matthew was a Senior Auditor at PwC within their Assurance Practice. There, he served clients within the asset and wealth management industry, primarily working on financial statement audits of mutual and private equity funds and employee benefit plans. His experience includes testing complex audit areas and the preparation of financial statements.

Matthew received a B.S. in both Accounting and Finance from the University of New Hampshire in 2018, graduating cum laude. He also received a M.S. in Accounting in 2019, graduating magna cum laude. Matthew is actively pursuing his CPA license.

Ian is a Manager in the IT Risk & Cybersecurity practice at Centri Business Consulting. He has more than 7 years of combined experience in internal control consulting, IT risk, cybersecurity advisory, and risk-based internal audits and accounting. He joined Centri in October 2024 and provides a variety of risk advisory and compliance services for clients across various industries, including insurance, energy, life sciences, and financial services.

Prior to his time with Centri, Ian was a Manager at Grant Thornton within IT Risk, Compliance, and Controls practice. There, he provided IT and operational internal audit services, IPO readiness assessments and Sarbanes-Oxley (SOX) 404 Compliance. He also performed control assessments, IT Governance Assessments, IT General Control reviews, and FFIEC readiness assessments.

In addition to over 6 years of experience with Grant Thornton, Ian also spent time with CIGNA Healthcare (Insurance) as an Advisor within their Information Protection team, where he executed the enterprise cybersecurity maturity assessment leveraging NIST.

Ian received a B.S. in Accounting and Decision Systems Science (DSS) from St. Joesph’s University.

Kevin is an Assistant Corporate Controller at Centri Business Consulting. He has more than 10 years of audit, corporate finance, and financial reporting experience for both public and private companies. He joined Centri in August 202 and helps manage corporate finance and accounting functions to ensure reliable and accurate financial data is available to the team. He is also responsible for the monthly financial reporting process and all day-to-day accounting processes and administrative functions.

Prior to his time with Centri, Kevin was the Accounting Director for a privately held business active in the technology, real estate, and mortgage industries in Marlton, NJ. While managing the day-to-day accounting functions and monthly financial reporting, Kevin implemented multiple new systems and helped establish processes and procedures to enhance the Finance, HR, and Treasury functions of the growing business.

Kevin started his career in public accounting with Sanville & Co., where he provided audit and tax services to mutual funds, partnerships, and broker dealers. He was also previously a Senior Accountant responsible for month-end close and SEC reporting as part of the accounting and financial reporting group of a publicly traded REIT.

Kevin received a BSBA from Bucknell University in 2009.

Julian is a Manager at Centri Business Consulting. He has more than 7 years of public and private accounting experience. He joined Centri in November 2018, where he assists clients across various industries with SOX 404 and internal control engagements, risk advisory services, SEC financial reporting, ASC 606, ASC 842, and technical accounting research.

Prior to his time with Centri, Julian was an Associate at KPMG, LLP, where he worked in the Management Consulting Practice and primarily focused on the pharmaceutical industry. Earlier in his career, he also spent some time with Ernst & Young as an Assurance Staff, serving the South Florida area. While at Ernst & Young, Julian worked on a variety of audit engagements dealing with both public and private clients in industries including financial services, telecommunications, retail, and healthcare.

Julian received an M.S. in Accounting from the University of Miami and a B.B.A. with a major in Finance from Florida International University. Julian is actively pursuing his CPA license.

Caroline is a Senior Associate at Centri Business Consulting. She has more than two years of experience in Risk Advisory Services. She joined Centri in February 2023 and assists clients across various industries.

Prior to her time with Centri, Caroline was a Consultant at Protiviti, working in their Internal Audit & Financial Advisory Practice. She worked with multiple clients in various industries, including medical equipment, manufacturing, apparel, shipping, & real estate. Her experience focused on publicly traded companies, where she guided various clients through SOX compliance.

Caroline received a B.S. in Finance from Florida State University in 2021.

Ba-Cuong (‘BC’) Phan-Nguyen is a Senior Manager at Centri Business Consulting. He has more than 10 years of experience in public accounting and accounting advisory. He joined Centri in June 2024 and focuses on providing outsourced accounting services to clients across multiple industries.

Prior to his time with Centri, he held dual roles as Senior Manager at Deloitte within their Audit & Assurance and Accounting, Reporting & Advisory group. He also worked as an Audit Manager at EY and Associate Manager at The Siegfried Group. In these roles, he has helped both private and public clients on a variety of topics including technical accounting research, SOX implementation, IPO readiness and US GAAP/IFRS accounting standard adoption.

He received his BComm in Accounting from the University of Calgary and is a Certified Public Accountant in North Carolina and Illinois.

Matthew is a Manager at Centri Business Consulting within the Outsourced Accounting Practice. He has more than 8 years of accounting and advisory experience. He joined Centri in April 2023 and assists public Securities and Exchange Commission (SEC) clients with their accounting closes, technical accounting issues, and quarterly filings. He also provides audit support for large real estate entities and developments.

Prior to his time with Centri, Matthew was a Senior Accountant at CFO Squad, Inc., where he worked within the SEC compliance department. As a consultant in the SEC compliance department, Matt was responsible for and oversaw his clients’ financial reporting process, accounting closes, technical accounting issues, and prepared SEC financials, including 10Qs, 10Ks, and S-1’s.

Prior to CFO Squad, Inc., Matthew worked at Berdon, a certified public accounting firm located in New York, NY. There, he was a Senior Accountant in the Real Estate group, where he audited financials for large real estate companies.

Matthew received his B.S. in Public Accounting and a minor in Economics from the State University of New York at Oswego. He is currently sitting for the Certified Public Accountant (CPA) exam to be licensed as a CPA in the State of New York.

Roja is a Valuation Analyst at Centri Business Consulting. Prior to joining full-time, Roja interned with Centri in the first half of 2023. Since joining Centri, she has assisted clients in various industries with market studies, intangible asset valuations, purchase price allocations, and other financial analysis and research.

Roja received a B.S. in Psychobiology from the University of California, Los Angeles, in 2023.

Paula is a Senior Brand Manager at Centri Business Consulting. She has over 8 years of Marketing and Communications experience. She joined Centri in January 2017 and is responsible for coordinating marketing activities within the firm, including email marketing and social media campaigns, website management, conferences and events, and content creation. She analyzes marketing data, such as campaign results and traffic, to help shape future marketing strategies. Paula is also responsible for Centri’s brand vision and presence and manages the creation of various marketing collateral for the firm.

Prior to her time with Centri, Paula was an Administrative Assistant for Hamilton Lane Advisors in Bala Cynwyd, PA. There, she supported the Client Relationship Management team and was the main point of contact for the second corporate office location, which opened in 2014. Her many responsibilities included heavy calendaring, booking travel, coordinating annual meetings, creating and designing firm collateral, and handling communications with various clients and team members.

Prior to Hamilton Lane, Paula was the Administrative and Marketing Assistant at Akoi Spa, where she successfully assisted with the startup and grand opening in March 2014. At Akoi, Paula led promotion and business development efforts through networking and advertising on social media. She was responsible for maintaining Akoi’s social media pages by composing material for their services and special events. She drafted content for external email communications and regularly updated social media platforms.

Paula received her B.S. in Communication Studies from Rowan University in Glassboro, NJ, in 2012.

Jessica is an Experienced Associate at Centri Business Consulting. She has more than 1 year of experience in Risk Advisory Services. She joined Centri in March 2024 and assists clients across various industries.

Prior to her time with Centri, Jessica was a Consultant at Protiviti, working in their Business Performance Improvement Practice. She worked with multiple clients in various industries, including consumer products, construction, insurance, medical devices, and telecommunications. Her experience focused on guiding various clients through SOX compliance, finance transformation, and performing current state assessments.

Jessica received a B.S. in Finance from Florida State University in 2022.

Clarissa is an Experienced Associate at Centri Business Consulting. She has over one year of accounting experience. She joined Centri in January 2023 and assists clients across various industries. 

Prior to her time with Centri, Clarissa was a staff member at Ernst & Young, working in their Assurance Practice. She worked with private clients in the retail, media, and entertainment industries. She also participated in a rotation working with a client in the government and public sectors.

Clarissa received her B.S. in Accounting and her M.S. in Forensic Accounting from the University of Albany.

Brian is a Senior Accountant at Centri Business Consulting. He has more than two years of public accounting and audit experience. He joined Centri in December 2021 and supports clients across multiple industries with their financial reporting requirements, technical accounting research, and pre-audit support preparation.

Prior to his time with Centri, Brian was an Experienced Associate at RSM US LLP, where he worked on several public and private engagements for clients in a variety of industries, including life sciences, technology, media and entertainment, and real estate. He also worked on audits of 401(k) plans and nonprofit organizations.

Brian received a B.B.A. in Accounting in 2018 and an M.S. in Accounting with a focus in Forensic Accounting in 2019 from UMass Amherst. He is a Certified Public Accountant in the State of Massachusetts.

Betty is a Senior Accountant at Centri Business Consulting. She has more than 10 years of private accounting experience. She joined Centri in January 2024 and helps manage corporate finance and accounting functions to ensure reliable and accurate financial data is available to the team. She is also responsible for the monthly financial reporting process and all day-to-day accounting processes and administrative functions.

Prior to her time with Centri, she was a Senior Accountant at Scala Inc., managing the day-to-day accounting functions and monthly reporting. She has implemented new processes and procedures to enhance productivity across various departments in the company.

Betty received a B.S. from the University of Texas at Dallas with a double major in Accounting & International Business.

Megha Rathi is a Senior Accountant at Centri Business Consulting. She has more than 4 years of accounting and advisory experience. She joined Centri in June 2021 and assists clients across various industries with SEC financial reporting and technical accounting research.

Prior to her time with Centri, Megha was an Experienced Associate at PwC in the Audit Practice, primarily serving clients in the technology, media, and telecommunications industry. Megha has experience assisting clients with SEC filings, including reviewing 10-Qs, earnings releases, debt issuances, audited 10-Ks, and tested high-risk audit areas. Megha also has experience with understanding and documenting internal controls relevant to the financial reporting process.

Megha received a B.S. in Accounting and minor in Management from The College of New Jersey in 2019.

Jamie is a Manager at Centri Business Consulting. She has more than 3 years of public accounting and consulting experience. She joined Centri in November 2018 and has assisted clients with SEC reporting, technical research, month-end close, and internal control engagements for clients across various industries.

Prior to her time with Centri, Jamie was a Senior Associate at BDG-CPAs, where she provided audit and tax services for clients. Jamie worked with public and private clients in various industries, including retail, manufacturing, and financial services. She also worked on audits of employee benefit plans and not-for-profits.

Jamie received a B.S. in Accounting from Villanova University in 2015 and is a Certified Public Accountant.

Gabriel is a Manager at Centri Business Consulting. He has more than 8 years of experience in technical accounting and financial reporting. He joined Centri in August 2023, where he plays a pivotal role in assisting clients in documenting various financial disclosures and navigating complex technical accounting processes. His expertise extends across a wide array of sectors and industries.

Prior to his time with Centri, Gabriel honed his skills and gained experience as a Senior Consultant at WilliamsMarston, where he specialized in SEC reporting guidelines. His focus on Special Purpose Acquisition Companies (SPACs), technology, and other sectors provides him with insights into these dynamic fields.

Gabriel’s career also includes a tenure in public accounting, where he worked as a Senior Associate at Friedman LLP and an Associate at Baker Tilly. In these roles, he specialized in diverse areas, including technology, manufacturing and distribution, real estate, employee benefit plans, and private equity holdings. His comprehensive experience in public accounting allowed him to develop a well-rounded skill and a deep understanding of financial auditing and assurance.

Gabriel received a BSBA from Hofstra University in 2017. His commitment to professional growth and excellence is evident through his successful completion of the CPA exam and his ongoing pursuit of additional college credit to achieve further certification.

Nate is a Senior Manager at Centri Business Consulting. He has over 10 years of experience in public accounting and consulting services. He joined Centri in November 2023 and assists both private and publicly traded clients across various industries, specializing in financial reporting and technical accounting issues.

Prior to his time with Centri, Nate worked in the assurance practices of CBIZ MHM and Crowe, leading financial statement audits under both AICPA and PCAOB audit standards across a wide variety of industries, including manufacturing and distribution, alternative energy, technology, waste disposal, sports and entertainment, biotechnology and pharmaceuticals. During his time in assurance, Nate specialized in the audit of portfolio companies for private equity clients.

Nate received a B.A. degree from the University of Rochester, and his M.B.A. degree in Public Accountancy from Fordham University. He is a Certified Public Accountant (CPA) in the state of New York.

Ryan is a Senior Manager at Centri Consulting.  He has more than 10 years of audit and business advisory experience. He joined Centri in May 2024 and assists clients across a variety of industries with outsourced accounting services.

Prior to joining Centri, Ryan was the Director of Finance & Accounting at Torch & Crown Brewing Company and provided consulting services to other pre-revenue and early stage companies.  Previously, he was an Audit Manager at RSM, assisting portfolio and public company clients by resolving technical accounting issues, improving the accounting function, and reviewing financial statements (public and private). Ryan audited internal controls for SOX 404 compliance and has assisted small companies with improvement of internal controls to alleviate financial risk.

Ryan received a B.B.A. from James Madison University with a concentration in Accounting and earned an MBA from East Carolina University.  He is a licensed Certified Public Accountant in Virginia, North Carolina, & New York, and a member of the AICPA and the North Carolina Association of Certified Public Accountants.

Bobby is an Experienced Associate at Centri Business Consulting. He has more than 4 years of audit experience in public accounting and federal audit. He joined Centri in January 2023 and his area of focus is within the Risk Advisory Services Practice.

Prior to his time with Centri, Bobby was an Associate at KPMG, where he worked on public engagements for clients in a variety of industries, including life sciences, pharmaceuticals, banking, and industrial manufacturing. His experience focused on internal controls, SOX compliance, and mergers. Before his role at KPMG, Bobby worked for the Louisiana State Auditor’s Office, where he audited other state agencies and ensured their internal controls were properly functioning and their financial statements were accurate.

Bobby received a B.S. in Accounting from Southern University in 2019.

Yaakov is a Senior Analyst at Centri Business Consulting. He has more than 5 years of experience in financial valuation and consulting services. He joined Centri in February 2024 and assists clients across various industries, specializing in advising clients on the fair value treatment of complex financial instruments (CFI) such as derivatives, options and warrants, convertible debt and equity instruments, and contingent consideration. Yaakov also has extensive experience supporting clients with fair value treatment and valuation for the purposes of SPAC, IPO, and M&A transactions, as well as filings with the SEC. His expertise extends to financial reporting and tax matters, including 409a, ASC 718, ASC 820, and ASC 842.

Prior to his time with Centri, Yaakov was a Senior Associate at KPMG in New York and Tel Aviv, where he performed valuation services for clients across various industries, including large corporate companies, government entities and institutions, banks, private equity firms, investing houses, and other financial service companies.

Yaakov received a M.Sc. in Financial Mathematics from Bar Ilan University in 2015  and a B.A. with a concentration in Mathematics from Hebrew Theological College in 2009.

Kailey is an Experienced Associate at Centri Business Consulting. She has over 2 years of public accounting experience serving clients across numerous industries. She joined Centri in February 2024 and specializes in supporting clients with their internal audit preparation, accounting process improvement, and financial close and reporting needs.

Prior to her time with Centri, Kailey was an Associate at CliftonLarsonAllen, LLP (CLA) in Naples, Florida. She worked primarily with clients in retail franchises, agriculture, higher education, and not-for-profit industries. In addition to assisting clients throughout the audit, Kailey helped implement accounting standards, improve business processes, and account for many complex transactions.

Kailey received a B.S. in Accounting from Florida Gulf Coast University in 2022. She is a member of the Florida Institute of Public Accountants, Beta Alpha Phi, and Beta Gamma Sigma.

Kieran is a Manager at Centri Business Consulting. He has more than 8 years of public accounting and audit experience. He joined Centri in March 2021 and has supported clients in various industries, including manufacturing, distribution, technology, and financial services.

Prior to his time with Centri, Kieran was a Senior Accountant at UHY, where he worked in the attest practice, primarily focusing on manufacturing, distributing, financial services, and tech industries. His experience included risk assessment, preparation and review of financial statements, and evaluation of compliance with U.S. GAAP and other regulatory requirements. Kieran worked on various transactional services engagements, including buy-side and sell-side due diligence. Earlier in his career, he spent time at Grassi & Co. as an assurance staff primarily working on audit engagements for financial services companies.

Kieran received a M.S. in Accounting from Siena College with and is actively pursuing his CPA.

Kristi is the Learning & Development Coordinator at Centri Business Consulting. She has over 2 years of experience in Human Resources. She joined Centri in June 2024 and supports the development and execution of learning strategies that align with the strategic goals of Centri.

Prior to her time with Centri, Kristi worked in Talent Management Support at Subaru of America. She was responsible for creating a top-tier recruiting service for the hiring managers and candidates. Her role involved planning, organizing, and supporting talent management activities such as corporate learning and training sessions, learning forums, succession planning, talent reviews, leadership competencies, mentoring programs, and other learning and development programs at SOA. She also worked on process improvements for the talent acquisition team such as new hire orientation sessions, interview scheduling, and quality of hire surveys.

Kristi received her B.A. in Environmental Studies with a concentration in advocacy from the University of Delaware in Newark, DE.

Jared is a Senior Manager at Centri Business Consulting. He has more than 9 years of experience in public accounting and consulting services. He joined Centri in November 2022 and assists clients across various industries with SEC financial reporting and technical accounting research. 

Prior to his time with Centri, Jared was a Manager at a regional advisory firm, where he completed a variety of projects for clients in industries ranging from commercial real estate to biotechnology, among others. Jared performed accounting system implementations, technical accounting research, finance department optimization and automation, and financial reporting processes. He began his career at PwC, where he conducted financial statement audits in accordance with US GAAP and GAAS standards, primarily in the insurance industry. He assisted in evaluating clients’ internal controls, specifically documenting key control processes.

Jared received a BS in Accounting from the University of Connecticut and an MS in Accountancy from the University of Texas at Austin McCombs School of Business. He is a Certified Public Accountant (CPA) in the State of New Jersey.

Christian is a Manager at Centri Business Consulting. He has more than 6 years of public accounting and audit experience. He joined Centri in July 2022 and assists clients across multiple industries with their financial reporting requirements, technical accounting research, and pre-audit support preparation. Additionally, he drafts financial statements and Forms S-1, S-4, 10, 10-K, 10-Q, 8-K, and associated correspondence with the SEC.

Prior to his time with Centri, Christian was a Senior Auditor at Thomas Judy & Tucker P.A., where he worked in the assurance practice. There, he focused primarily on construction and real estate, manufacturing and distribution, technology, non-profits, and employee benefit plans. His experience included testing complex audit areas, risk assessments, and the preparation of financial statements. Earlier in his career, he also spent time at Vestal & Wiler CPAs as an assurance staff member, primarily working on audit engagements for privately held companies.

Christian received a B.S. in Accounting and Finance from Florida State University. He is a Certified Public Accountant (CPA) in the state of North Carolina.

Taylor is a Senior Associate at Centri Business Consulting. She has more than 6 years of public accounting and audit experience. She joined Centri in March 2021 and assists clients across various industries with SEC financial reporting, Sarbanes-Oxley (SOX) 404 Compliance, technical accounting research, and internal controls.

Prior to her time with Centri, Taylor was an Experienced Associate with Baker Tilly, US, within their Assurance Practice, performing external financial statement audits. Taylor was a member of their Financial Services group and worked on several different public and private clients, including clients in the asset management, banking, commercial, and insurance industries. She also assisted with NAIC Regulatory Risk-Based Examinations, IT Regulatory Compliance, IT MAR audits, and internal audits.

Taylor received a B.S. in Accounting in 2017 and a M.S. in Accounting in 2018 from Pennsylvania State University. Taylor is actively pursuing her CISA license.

Brian is a Senior Valuation Analyst at Centri Business Consulting. He has more than three years of experience in valuation services. He joined Centri in September 2020 and assists with the preparation of valuations of business entities and intangible assets, purchase price allocations, complex financial instruments, earn-outs, and financial analysis and research. In addition, he assists in analyzing competitive industry dynamics and financial conditions of peer companies.

Prior to his time with Centri, Brian worked at Vanguard, where he handled client financial requests. He led a problem-solving group focused on fixing inefficiencies found in business operations.

Brian received a B.S. in Finance from the Alfred Lerner College of Business at the University of Delaware in 2019.

Hannah is a Senior Associate at Centri Business Consulting. She has more than 2 years of public accounting experience. She joined Centri in July 2024 and assists clients across several industries with Accounting and Audit Support.

Before joining Centri, she was a Senior Financial Analyst at Inspirato. In this role, she participated in the budgeting process, conducted variance analyses, and contributed to external reporting. Prior to Inspirato, she was an Audit Associate at CBIZ. There, she audited various private companies in the manufacturing, retail, and healthcare industries.

Hannah earned a B.S. in Accounting with a minor in Economics, and a Master of Accountancy with a focus in Auditing from Colorado State University. She is a Certified Public Accountant in Colorado.

Aleks is a Senior Associate in the Outsourced Accounting Practice at Centri Business Consulting. He has experience in both public and private accounting. He joined Centri in July 2023 and works with various clients across different industries with technical accounting, facilitating month-end close processes, and financial reports.

Prior to joining Centri, Aleks worked as a Staff Accountant at SBF CPA in St. Pete, Florida, where he worked in Consulting and Advisory Services (CAS) and audit. He worked directly with clients, providing them with controller functions and technical accounting, as well as performing standard audit procedures.

Aleks is currently enrolled at the University of Tampa, where he will be obtaining his MAcc in December. He is pursuing his CPA license.

Waverly is an Experienced Associate at Centri Business Consulting. She has more than 2 years of experience in public accounting. She joined Centri in July 2024 and assist clients within the Assurance & Audit Readiness practice. 

Prior to her time with Centri, she was an Audit & Assurance Senior at Deloitte, where she audited clients in several industries, including real estate, technology & media, hospitality, and non-profit.

Waverly received a B.S. in Accounting and an M.S. in Accountancy from the University of Tennessee – Knoxville. She is a Certified Public Accountant in the state of Georgia and is a member of the American Institute of Certified Public Accountants (AICPA).

Ivana is a Manager at Centri Business Consulting. She has more than 6 years of professional accounting experience. She joined Centri in January 2024 within the Outsourced Accounting Practice, Powered by Centri, where she assists clients across various industries with their outsourced accounting needs.

Prior to her time with Centri, Ivana worked as an Accountant for RSM US LLP in the Finance Accounting & Outsourcing Practice. Her experience included working with month-end close and financial reporting packages, primarily serving clients in the life sciences and financial services sectors.

Ivana received a B.S. in Accounting from Hofstra University in 2010.

Shelby is an Associate at Centri Business Consulting. She has more than 2 years of experience in financial reporting services. She joined Centri in July 2022, where she supports clients across multiple industries and assists them with their financial reporting requirements, technical accounting research, and pre-audit support preparation.

Prior to her time with Centri, Shelby worked at a local CPA office, assisting in preparing tax returns, financial statements, and reconciliations.

Shelby received a B.S. in Accounting from Western Governors University in 2020 and an M.B.A. in 2021. She is an active member of Western Governors University’s alumni ambassador program, where she assists new and prospective students with enrollment, educational opportunities, and career planning support. She is actively pursuing her CPA license.

Joe is a Manager at Centri Business Consulting. He has more than 5 years of public accounting experience. He joined Centri in May 2022 and assists clients across various industries with financial statement preparation, SEC reporting, SPAC transactions, and technical accounting research.

Prior to his time with Centri, Joe began his career as an Assurance Manager at Ernst & Young. There, he performed various services such as annual audits, quarterly reviews, and technical accounting guidance for clients in the technology, manufacturing, and life sciences industries, among many others.

Joe received a B.S. in Accounting from Rider University in 2015. 

Brendan is an Experienced Associate at Centri Business Consulting.  He has over two years of experience in auditing and financial reporting. He joined Centri in December of 2023 and assists clients in their Financial Reporting process, primarily assisting clients with 10-K preparations.

Prior to his time with Centri, Brendan was an audit associate with KPMG, where he assisted engagements with standalone and integrated financial statement audits. He ensured accurate financial reporting and provided valuable insights and solutions for clients. Brendan worked on complex financial activities and drove excellence in accounting practices.

Brendan received a B.S. degree in Accounting from George Mason University in 2021.

Kevin is a Senior Manager at Centri Business Consulting within the Risk Advisory Practice. He has more than 13 years of experience in internal audit, SOX testing, and risk advisory services. He joined Centri in October 2023 and specializes in helping companies comply with SOX requirements and managing risk within their organization.

Prior to his time with Centri, Kevin was a Corporate Audit Manager at National Grid, where he managed the SOX program and performed financial, regulatory, and operational audits. He was in this role for more than 4 years.  Before his role at National Grid, he spent over 8 years combined at EY and a regional advisory firm as a Manager in Risk Advisory Services.

Kevin received a B.S. in Accounting from Utica University in 2010, an MS in Accounting from Syracuse University in 2011, and an MBA from D’Youville University in 2022. He is a Certified Public Accountant (CPA) in the states of New York and Massachusetts. He is also a Chartered Global Management Accountant.

Andrew is a Senior Associate at Centri Business Consulting. He has more than 4 years of public and private accounting experience. He joined Centri in September 2023 and supports clients across multiple industries and assists them with their financial reporting requirements, technical accounting research, and pre-audit support preparation.

Prior to his time with Centri, Andrew was a Senior Associate at RSM US LLP, within their Assurance Practice. His industry designation was Financial Markets, which included financial institutions, hotel management, and consumer products clients. Over that period, he served both public and private clients, gaining valuable experience with financial accounting and reporting.

Andrew received a B.S. in Finance from Endicott College in 2020 and is currently pursuing a M.A. in Accounting & Finance from Southern New Hampshire University.

Nate is a Manager at Centri Business Consulting. He has more than 5 years of public and private accounting experience. He joined Centri in July 2018 and has assisted clients across several industries with their financial reporting and technical accounting research needs, as well as documentation of various transactions, including accounting for business combinations, preparing pro forma financial statements, complex debt and equity analysis, and business combinations. In addition to accounting for complex transactions and IPO readiness, Nate has assisted clients of various sizes and across multiple industries with pre-audit support preparation and the implementation of emerging standards, such as ASC 606 and ASC 842. He also prepares periodic filings with the SEC including S-4, 10-Q, and 10-K filings.

Prior to his time with Centri, Nate was an Associate at KPMG, LLP, where he worked in the Audit Practice. Nate worked on several different financial services clients, including clients in the real estate, insurance, and investment management industries. He also worked on audits of universities and not-for-profits.

Nate received a B.S. and a M.S. in Accounting from Pennsylvania State University in May 2016. He is a Certified Public Accountant in the state of Pennsylvania.