One Team

Mike is the CEO & Managing Partner at Centri Business Consulting, LLC. 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 consulting firm that assists public companies with the preparation of periodic reports required to be filed with the Securities and Exchange Commission and compliance with Section 404 of the Sarbanes Oxley Act of 2002. The firm also assists its clients of varying shapes and sizes with IPO Readiness, Technical Accounting Research, Valuation, and Transaction Advisory services.

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. In addition to preparing the aforementioned documents for filing with the SEC, he also prepared proxy filings associated with Annual Meetings as well as Mergers & Acquisitions.

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 Bachelor of Science degree 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 COO & Partner at Centri Business Consulting, LLC. He has more than 20 years of public and private accounting advisory experience. In 2012, Gerald joined Centri as a Director and became a Partner in 2013. Gerald 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, as well as pre-IPO and privately-owned companies across numerous industries.

As COO, 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, he 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 Bachelor of Science degree in Business Administration 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 Institute 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 at Centri Business Consulting, LLC. He has over 35 years of public and private accounting experience, serving public and privately-owned companies. He 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 IPO’s as well as private placements.

Most recently, 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 Bachelor of Science degree in Accounting from The University of Delaware in 1978 and is a Certified Public Accountant. He is a member of both the American Institute of Certified Public Accountants and the Pennsylvania Institute of Certified Public Accountants.

Jaime is the Chief Quality Officer & Partner at Centri Business Consulting, LLC, and is the leader of the firm’s Technical Accounting Practice. She has more than 15 years of consulting and public accounting experience.  Since joining the firm in June of 2014, she has assisted clients across several industries with their financial reporting requirements and 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. As 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, and 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 Bachelor of Science degree in Business Administration from West Chester University in 2006 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 a Chief Revenue Officer & Partner at Centri Business Consulting, LLC and is the leader of the firm’s SEC Financial Reporting and Capital Markets Practice. He 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 regularly 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.

Before joining Centri in 2015, 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 his Bachelor of Science degree in Business Administration with a Concentration in Accounting from Drexel University in Philadelphia, PA. He is a Certified Public Accountant in Pennsylvania.

In March of 2015, Kristen joined Centri Business Consulting, LLC as a Controller and became CFO in 2018. She oversees all of Centri’s finance and administrative functions to ensure reliable and accurate financial data is provided on a timely basis. She is responsible for the budgeting and forecasting activities, maintaining and overseeing the finance and accounting IT systems, ensuring compliance with various laws and regulations, and overseeing the production of monthly reports including month-end close reconciliations. Kristen holds various HR responsibilities as well including onboarding for new team members, talent retention including Centri’s Mentor Program and benefits management, and various other team engagement projects. Kristen is also Centri’s Chief People Officer (“CPO”) which she is responsible for 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 manages outsourcing and developing the curriculum for successful leadership at Centri.

Prior to her time with Centri, Kristen was a Senior Manager with Baker Tilley Virchow Krause, LLP (formally, ParenteBeard LLC) for over 7 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 three-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 Bachelor of Science in Accounting from West Chester University in 2002 and is a Certified Public Accountant. She is a member of The CFO Alliance.

Jerry is a Partner at Centri Business Consulting, LLC, and is the leader of the firm’s Valuation Practice. With over 20 years of valuation experience, he 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 joining 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 Bachelor of Arts degree at Richard Stockton College and completed graduate work at the University of Pennsylvania. He is a candidate member of the American Society of Appraisers.

Joe is a Partner at Centri Business Consulting, LLC, and is the leader of the firm’s Technology Practice. He has more than 15 years of consulting and public accounting experience. Throughout his career, Joe has worked with public and private companies of all sizes in a variety of industries, including pharmaceutical and life sciences, medical devices, technology, healthcare, retail, and software.

Joe has extensive experience supporting companies preparing for their initial public offering, working with his client’s external auditors and lawyers to ensure a timely filing. Joe has also assisted his clients in complex technical accounting topics, including revenue recognition (including gross-to-net), collaboration arrangements, leases, debt and equity, business combination, stock-based compensation, inventory, and impairment assessments. He also has extensive experience working with the SEC and financial reporting.  He consistently works side-by side with his clients to understand the key issues and offer practical solutions based on the individual client’s needs and timing. Joe’s experience also includes assisting Life Science Companies with their first commercial product launch, analyzing, and documenting the revenue recognition implications and building processes and procedures to support the month and quarter-end close.

Prior to his role with Centri, Joe was a Managing Director at CFGI in the firm’s New York City Office. Joe began his career at PwC, spending eleven years progressing through the firm to Senior Manager, working in both the company’s Rochester, New York, and Florham Park, New Jersey offices. His responsibilities included leading financial statement audits for SEC registrants, intragroup reporting under IFRS, and privately held companies.

Joe received his Bachelor of Science degree in Accounting, graduating summa cum laude, from St. John Fisher College, New York. He is a Certified Public Accountant in New York State and New Jersey. Joe is a member of both the American Institute of Certified Public Accountants (AICPA) and the New Jersey State Society of Certified Public Accountants.

Ryan is a Partner at Centri Business Consulting, LLC, and is the leader of the firm’s Life Sciences Practice. He has more than 25 years of public and private accounting experience. Throughout his career, Ryan 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, consultative and internal perspective, while supporting a multitude of financial accounting advisory, financial reporting and internal control issues and transactions.

As an audit partner at BDO USA, LLP for twelve 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). Prior to joining Centri, Ryan was 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 earned a Bachelor of Business Administration degree in Accounting from Hofstra University in 1992 and is a Certified Public Accountant. 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.

Blake is a Partner at Centri Business Consulting, LLC, and a 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 aiding, 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 joining Centri, Blake was an audit partner at BDO USA, LLP. He participated in the Firm’s Technology & Life Sciences Industry Groups, driving profitable growth there.

Blake earned a Bachelor of Business Administration degree in Accounting from King’s College in 2004 and is a Certified Public Accountant. He is a member of the AICPA, New York, New Jersey, and Pennsylvania State Society of Certified Public Accountants.

Jerry 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.

Previously, 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 Bachelor of Science in Accounting from St. Joseph’s University and is a Certified Public Accountant.

Christian is the Chief Financial Officer at Centri Business Consulting, LLC and is a member of the firm’s executive management team. In this role, Christian 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.

Christian most recently 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 4 accounting firms Deloitte and KPMG in various auditing and advisory roles.

Christian graduated from Widener University in Pennsylvania with a Bachelor of Science degree in Accounting and is a Certified Public Accountant.

Melissa joined Centri Business Consulting, LLC in September 2019 and is the Vice President of Human Resources. In her role, she develops best-in-class standards for cultivating talent and employee benefits programs at Centri.  She oversees all day-to-day activities for the human resource department including talent acquisition, the employee lifecycle, employee engagement, and compliance. She works cross-functionally with the leadership teams to achieve Centri’s overall objectives.

Melissa brings almost 20 years of Human Resource experience to Centri, working in both private and public companies. Prior to joining 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 Bachelor of Science in Business Administration degree with a concentration in Human Resource Management from Shippensburg University. She is also a Certified Professional in Human Resources.

Amanda joined Centri Business Consulting, LLC in August 2019 and is the Vice President of Marketing. In her role, she 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 joining 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 Bachelor of Arts degree in Communications with a concentration in Public Relations from Shippensburg University in 1998.

Michael is a Managing Director at Centri Business Consulting, LLC and is also a leader in the firm’s Digital Assets Practice. 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. Michael specializes in helping the firm’s clients document the accounting treatment of various transactions, including complex debt and equity analysis, business combinations and acquisition accounting process integration. 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 PricewaterhouseCoopers LLP, 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 Bachelor of Science degree in Business Administration and a master’s degree in Accounting from the University of Vermont in 2011 and 2012, respectively.

Thomas joined Centri Business Consulting, LLC in May 2022. He brings over 14 years of experience in planning and executing financial statement, internal control, and compliance audits, in addition to providing technical accounting, financial reporting, and CFO advisory services. At Centri, he provides advisory services to venture capital and private equity portfolio companies in technology, business and professional services, and consumer products.

Thomas specializes in the accounting and reporting for complex revenue recognition transactions under ASC 606, ASC 985-605, and ASC 605, including multiple-element arrangements, software revenue recognition, proportional performance method, and percentage-of-completion method of revenue recognition.  Thomas provides value-added services to clients he supports. During the course of engagement fieldwork, he has identified operational improvements to increase utilization of resources, identified financial reporting efficiencies, and assisted management in benchmarking key financial ratios for the client’s industry, region, and size. Additionally, he has identified internal control recommendations to efficiently remediate internal control deficiencies and communicated those recommendations to management, board of directors and audit committee members.

Prior to joining Centri, Thomas was a Senior Manager at RSM US LLP. There, he specialized in the application of ASC 805, Business Combinations. He has extensive experience accounting for business combinations, including assessing the reasonableness of management and third-party valuation specialist prepared fair value measurements, purchase price allocations, final working capital adjustments, and subsequent accounting for contingent considerations, indemnifications, contingencies, and the impairment analysis for intangible assets and goodwill.

Thomas received his Bachelor of Science degree in Accounting from Salisbury University and his Master of Business Administration degree 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.

Jeffrey is a Managing Director at Centri Business Consulting, LLC in the Outsourced Accounting Practice, Powered by Centri. He has over a decade of experience serving as a trusted adviser to entrepreneurs, startups, investors, c-suites executives and business owners guiding them through the complex financial landscape across the country and globe. His background in consulting, accounting, and tax offers a unique skill set that adds value to clients focused on accounting, financial management and control.

Prior to joining Centri, Jeffrey was a Partner at Joseph W. Bowley & Co. LLP, a small public accounting firm, and founder of Atribus Solutions PLLC, an entrepreneurial-based outsourced accounting firm. While at Joseph W. Bowley & Co. LLP, Jeffrey was responsible for supporting individual and both non-profit and for-profit business clients’ various accounting, audit and tax needs, including federal, state and local tax services, international tax, HUD & Uniform Guidance audits and other attestation engagements. While at Atribus Solutions PLLC, Jeffrey provided client accounting services (CAS) and CFO services for high growth companies at various stages of development, allowing management to confidently outsource their accounting and finance functions as they continued to grow.

At the start of his career, Jeffrey worked at MorganFranklin Consulting in the Commercial Financial Management and Performance Improvement Practice. Jeffrey was responsible for working with clients to support various accounting and internal control related activities, evaluating the effectiveness of internal control systems, identifying areas of process improvement, improving financial accounting procedures, providing financial accounting support, and assisting in the validation of books and records.

Jeffrey is a Pennsylvania State University graduate with a Bachelor of Science in Accounting from the Smeal College of Business and a Master’s in Taxation from Villanova University. He is a Certified Public Accountant (CPA) in the states of Pennsylvania and New Jersey. Jeffrey is an American Institute of Certified Public Accountants (AICPA) Leadership academy graduate and previous Pennsylvania Institute of Certified Public Accountants (PICPA) young leaders award recipient. He currently serves as a committee member of the Youth Work Committee of the Union League Legacy Foundation and Junior Achievement of Southeastern Pennsylvania.

Jeff joined Centri Business Consulting, LLC in January 2022 and is a Managing Director in the Risk Advisory Services Practice. Jeff has over 20 years of accounting, financial analysis, internal audit, and Sarbanes-Oxley experience. He has helped publicly traded and private companies achieve their goals by assisting them with critical projects, including internal audit, SOX compliance, risk management, delegation of authority redesign, internal controls rationalization, financial analysis, closing the books, and due diligence. Additionally, he has led Sarbanes-Oxley engagements for more than 50 clients.

Prior to joining Centri, Jeff was a Director in BDO’s Risk Advisory Services group, leading SOX compliance engagements at companies ranging from single location, pre-commercial revenue to global multi-billion dollar organizations. Prior to that, he was the Director of Risk & Compliance for AC Lordi Consulting, where he led the redesign and rollout of delegation of authority policies and co-developed the firm’s proprietary SOX methodology. He led internal audit and accounting engagements for various companies across a broad spectrum of industries, including chemicals, life sciences, manufacturing, pharmaceuticals, retail, software, and telecommunications.

Jeff previously served as the interim Chief Audit Executive at Tekni-Plex, Inc., a privately held $600M manufacturing company. In this role, he was responsible for building its internal audit department from the ground up, including creating the internal audit charter, developing and completing the internal audit risk assessment, creating and overseeing the execution of the internal audit plan, and reporting results to executive management.

Jeff received his Bachelor of Science in Business Administration concentrated in Accounting from Indiana University of Pennsylvania. He is a Certified Public Accountant licensed in the state of Pennsylvania.

Curtis is a Managing Director in Centri’s valuation practice with extensive expertise providing a wide variety of valuation services for clients, both nationally and internationally, across a wide variety of industries, including software, life sciences, healthcare, manufacturing, wholesaling, professional services, telecommunications, and financial services.

He has conducted valuations for financial reporting purposes under ASC 820, ASC 805, ASC 350, ASC 360, ASC 718, and ASC 842. In addition, Curtis is experienced in 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. Curtis also has expertise in performing valuations for IRC 409A, estate and gift tax, and ESOPs.

Prior to joining Centri, Curtis was a Manager with CFGI, LLC. Previous positions include Manager with GBQ Consulting, LLC, an associate at CBIZ, and an analyst at Harper Hofer & Associates, LLC. He performed valuations for financial reporting, tax planning and compliance, strategic planning, ESOPs, and litigation support.

In addition to having an actively licensed Certified Public Accountant (CPA), he also holds an Accredited Senior Appraiser (ASA) designation from The Appraisal Foundation. Curtis is a member of the PICPA and serves on its Greater Philadelphia Executive Committee. He is also a member of the Pennsylvania Estate Planning Council.

Curtis earned an MBA in Financial Analysis and Financial Management from the University of Colorado in 2013 and a BBA in Finance and Economics from the University of Colorado in 2008.

Max is a Managing Director and M&A Practice Leader at Centri Business Consulting, LLC. Bringing more than 18 years of merger and acquisition consulting experience, he provides M&A advisory services to private equity firms, venture capital firms, family offices and strategic/corporate clients.
Max specializes in providing merger and acquisition advisory services for both strategic and financial buyers and sellers. Max 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. During his career, Max has provided consulting services on over 400 transactions and has been responsible for leading all aspects of the deal process. Max has consulted on deals with enterprise values ranging from $5 million to $6 billion.

Prior to joining Centri, Max was a Director at RSM US LLP for seven 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 five years of experience working with a financial services firm with a focus on high net worth individual/family wealth management, business consulting, and merger & acquisition consulting.

Max received a Bachelor of Science degree in Accounting from Susquehanna University. Max is also an executive board member and the treasurer of the Philadelphia chapter of the Association for Corporate Growth (ACG).

Charles is a Director in Centri’s valuation practice with more than 25 years of experience providing a variety of valuation and opinion services for clients, both nationally and internationally.  His skillset spans across a wide variety of industries, including technology, life sciences, healthcare, manufacturing, retail, professional services, and alternative energy.

He has provided fairness and solvency opinions in connection with going private transactions, spin-offs, related-party transactions, recapitalizations, and restructurings.  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.

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

Charles is a CFA® charter holder and is a member of the CFA Society Philadelphia, the Philadelphia Estate Planning Council, BioNJ, and the Philadelphia Alliance for Capital and Technologies.

Charles has a Master of Business Administration with concentrations in Finance and Information Management from the University of Texas at Austin McCombs School of Business and a Bachelor of Science in Finance from Rider University.

Tori has over 8 years of accounting and financial reporting experience. Since joining Centri Business Consulting, LLC in October 2016, she has assisted clients across several industries with their financial reporting, acquisition accounting process integration and technical accounting research needs. This includes a strong focus on clients in the life sciences and technology sectors.

In addition to accounting for complex transactions and IPO and M&A readiness projects, Tori has assisted clients of various sizes and across multiple industries with pre-audit support preparation and the implementation and testing of SOX Compliance programs.

Prior to joining 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 working 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 Bachelor of Science degree 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 joined Centri Business Consulting, LLC in October 2018 as a Director in our Risk Management Practice and is currently the Managing Director of the firm’s ESG 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 has 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 joining 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 (CPA) licensed in the state of Ohio.

Derek joined Centri Business Consulting, LLC in September 2020 and brings over 20 years of accounting experience in both public and private industries. He has significant experience with international public filers in the technology, media and telecommunications sector, the mining industry and merchant services, as well as experience in the cannabis industry, manufacturing and employee benefit plans.  Derek’s focus has been on Securities and Exchange Commission (“SEC”) filings, including IPO registration statements, accounting for complex debt and equity transactions, business combination accounting, as well as international consolidations.

Prior to joining Centri, Derek was in charge of 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 their initial financial statement audits and adoption of ASC 606 while also documenting the accounting for multiple debt and equity transactions, business combinations, including down-stream mergers, and stock compensation plans.

Before working in the cannabis industry, Derek founded his own consulting firm where he assisted one of the world’s largest international cable and broadband companies on various financial reporting, acquisition integration and international consolidations projects. He also led the establishment of financial reporting departments at several of his client’s joint venture companies overseas.

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 Bachelor of Science 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.

Michael joined Centri Business Consulting, LLC in June 2022 and is the firm’s Real Estate Practice Leader. At Centri, he is responsible for assisting in practice development across the firm’s service lines. Throughout his career, Michael has guided clients with investment vehicles which report pursuant to Financial Accounting Standards Board (FASB) 946, Investment Companies or the National Council of Real Estate Investment Fiduciaries (NCREIF), and Pension Real Estate Association (PREA) Reporting Standards. Michael’s background has allowed him to guide clients through challenges that involve accounting for complex lease transactions, purchase accounting pursuant to FASB ASC 805, Business Combinations, and evaluation of variable-interest entities and consolidation pursuant to FASB ASC 810, Consolidations.

Prior to joining Centri, Michael spent 17 years with RSM US LLP within the audit function, where he supported both private and public clients. His background with private companies ranges from working alongside family offices to institutional investors in private equity.  As an SEC client-server, Michael gained experience in the requirements for annual 10-K and quarterly 10-Q filings, SOX compliance, debt and equity underwritings, including initial public offerings. Further, Michael served clients going public in accordance with Reg A+. Through this, he guided clients through the initial Form 1-A filing, the annual Form 1-K filings, semi-annual Form 1-SA, and Post Qualifying Amendments. Michael’s experience allowed him to identify complex accounting issues and deliver appropriate advice to his clients. While at RSM, Michael was a part of the National Real Estate Industry Team and part of the leadership team within the firm’s Tri-State Real Estate Industry Team. In these roles, Michael helped build a cross-functional practice that operated cohesively between regions and across the lines of business. Michael was instrumental in the development of the firm’s Resource Delivery Center in India, where he worked to identify needs for training, resources, and mentor programs through the initial stages of this group’s development.

Michael received his Bachelor of Science in Finance and Accounting from the Leonard N. Stern School of Business at New York University (NYU) in 2004 and is currently pursuing a certificate in Real Estate Capital Markets from NYU’s Schack Institute of Real Estate. Michael holds a CPA license in both New York and New Jersey.

Kevin is a Managing Director at Centri Business Consulting, LLC and is the leader of the Cannabis Practice. He has over 10 years of public accounting and consulting experience. Since joining the firm in December 2014, Kevin has supported clients in several industries, focusing primarily in cannabis, life sciences, technology, software and mining. Kevin specializes in supporting clients with documenting the accounting treatment of various transactions, including complex debt and equity analysis, acquisition accounting process integration, and due diligence. 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, Kevin was a Senior at Friedman LLP, where he worked on several private and public engagements for clients in a variety of industries, including life sciences, technology, real estate, entertainment, and financial services. His experience included a focus on emerging growth, publicly traded companies, where he helped guide various clients through the financial reporting process of going public via a reverse merger.

Kevin received a Bachelor of Science degree in Accounting from Saint Joseph’s University in 2012. He is on the leadership committee of Project Magis, along with the Capital Markets Council of the American Trade Association for Cannabis and Hemp (“ATACH”). Kevin is a member of both the American and Pennsylvania Institute of Certified Public Accountants.

Katie is a Managing Director at Centri Business Consulting, LLC and a leader in the firm’s SEC Financial Reporting Practice.  She joined Centri in February 2018 and since then 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 provides assistance with the preparation of pre-audit support, technical accounting research and position papers, and financial statements.

Prior to joining 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 has experience with mutual funds, partnerships, and employee benefit plans. Prior to working at Tait Weller, Katie was a Staff Accountant at Henkels & McCoy. During her time at Henkels & McCoy, Katie reconciled bank accounts, prepared weekly and month-end journal entries, and assisted in preparing quarterly and annual financial statements. Katie received a Bachelor of Science degree 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.

Michael joined Centri Business Consulting, LLC in March 2019 and brings significant public accounting and consulting experience serving companies with both domestic and international operations in various industries, including life sciences, technology, and consumer products. He has extensive knowledge in the application of US and International accounting standards.

Michael advises and assists clients with technical research and prepares technical white papers on a variety of topics, including complex debt and equity transactions, business combinations, as well as coaching clients on the implementation of emerging accounting standards. Michael supports clients with the preparation of periodic filings with the Securities and Exchange Commission (“SEC”) and often advises clients during their Initial Public Offering process.

Prior to joining Centri, Michael spent over ten years at Deloitte where he served as a Senior Manager in the Audit & Assurance practice in the Tri-State area, with a focus on clients in a variety of industries, including retail, consumer products and life sciences. While at Deloitte, he led both financial statement and internal control audits for large multi-national public companies filing with the SEC.

Michael also spent two years of his career with Deloitte UK, in the Audit & Assurance practice, where he led international integrated audits and statutory financial statement audits. Michael also supported key client relationships and the related audit work primarily related to integrated audits of the consolidated financial statements and internal control over financial reporting for subsidiaries of US registrants.

Michael earned a Bachelor of Science in Business Administration with a major in Accounting from Seton Hall University. He is a Certified Public Accountant in New Jersey and is an active member of the AICPA.

Rich joined Centri Business Consulting, LLC in February 2022 and is a Managing Director in the Risk Advisory Services (RAS) Practice. He brings over 13 years of combined experience in internal control consulting, IT risk, cybersecurity advisory, and risk-based internal audits & accounting. Over the years, Rich 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 joining 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 Bachelor of Science 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).

Brendan joined Centri Business Consulting, LLC in May 2022. He brings with him over 17 years of public accounting and consulting experience.  He has worked with clients in a variety of industries including financial services, life sciences, digital assets, and private equity.  At Centri, Brendan supports clients with capital markets readiness, technical accounting matters, financial reporting requirements, and filings with the Securities and Exchange Commission (“SEC”) including S-1, S-4, 10-Q, and 10-K filings.

Prior to joining Centri, Brendan was a Director in the Assurance practice at PricewaterhouseCoopers (PwC) where he worked with clients primarily in the asset management industry. His experience included working with complex fund products spanning the asset management industry, including private equity, private credit, hedge funds, mutual funds, and publicly traded business development companies. He assisted clients with a variety of matters, including fund structuring, complex investment and derivative valuation, various SEC filings, Sarbanes-Oxley compliance, and debt and equity offerings.

Brendan also spent four years with PwC Ireland in their Dublin office. There, Brendan worked with asset managers based in London and New York, helping them navigate regulatory reporting matters in Ireland, the US, and the Cayman Islands and working with them on accounting and reporting matters under US GAAP and IFRS. Brendan was responsible for key client relationships with US-based asset managers and worked on the statutory audits of many of their Irish domiciled subsidiaries.

Brendan received his Bachelor of Arts degree in Economics with a minor in Physics from Bowdoin College and a Master of Science in Accounting and Master of Business Administration from Northeastern University.  He is a Certified Public Accountant in Massachusetts and is a member of the American Institute of Certified Public Accountants (AICPA).

Michael has over 30 years of experience designing, developing, and implementing data-driven human capital solutions that demonstrably impact an organization’s bottom line. Over his career, he has led numerous projects for a variety of Fortune 1000 organizations across multiple industry sectors. Michael’s consulting work focuses on talent management and other competency-based human resource system applications, HR transformation, HR analytics/score carding, employee engagement/employee experience, organization design, employment branding, organization development, and change management.

Prior to joining Centri, Michael founded Warech Associates LLC, a human capital consulting firm focused on helping individuals, teams, and organizations succeed. Here, he designed integrated strategic, process, and programming solutions for his clients as well as helped organizations develop leadership capabilities and inclusive work environments.

Michael served as Watson Wyatt’s (now Willis Towers Watson) North American Organization Effectiveness Practice Leader. There he led the design and management of Watson Wyatt’s groundbreaking Human Capital Index® (HCI) research, which resulted in the 2002 book entitled The Human Capital Edge.

Michael previously served as lead Solutions Architect for Harvard Business Publishing’s Corporate Learning Group. In this capacity, he designed and implemented cutting-edge learning and leadership development programming for a myriad of target audiences across a variety of industry sectors. Earlier in his career, he served as principal consultant for several boutique human capital firms in the New York metropolitan area.

Michael has published book chapters and papers in leading peer-review journals and has presented his work in the areas of talent management, leadership development, HR transformation, metrics and analytics, and organizational measurement at global and national conferences.

Throughout his career, Michael has been sought out for his expert opinions on issues in the workplace. He has been quoted in newspapers, magazines, and websites, including the Washington Post, The Chicago Tribune, The Baltimore-Sun Times, USA Today, Crain’s, HR Executive Magazine, and CBS Marketwatch.

Michael holds a Ph.D. and Master of Science, both in Applied Psychology, from Stevens Institute of Technology, and completed his undergraduate work at Emory University.

Jeff has over 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.

Previously, 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, Rotary Club of Des Moines, UNI, Juvenile Diabetes Research Foundation, Dowling Catholic Foundation, and West Des Moines Schools Foundation.

Jeff graduated with a bachelor’s degree in Accounting & Business Management from the University of Northern Iowa.

Bruce has over 40 years of public accounting experience, substantially all of which was 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, and Sarbanes Oxley, internal inspections, and other advisory related areas

Previously, 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 seven 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, and divestitures and carve-outs.

Bruce graduated with a Bachelor of Science in Business Administration with honors from Northeastern University and is a Certified Public Accountant in New York.

John has over 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 of financial reporting deliverables to be included in our client’s various SEC filings. John works closely with the firms’ Chief Quality Officer on various risk management and related matters included within the firm’s system of quality control.

Previously, 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 graduated with a Bachelor of Science in Accounting and Finance from LaSalle University, magna cum laude, and is a Certified Public Accountant in Pennsylvania. He is a member of the American Institute of Certified Public Accountants.

Geoff 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/private companies for financial reporting, tax planning, bankruptcy, litigation support, and M&A (pre-close diligence, tax structuring, and post-closing valuations) purposes.

Previously, Geoff spent his career at KPMG, Arthur Andersen and Grant Thornton.  He worked closely with 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, and 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 graduated with a Bachelor’s Degree from Denison University, before earning his Masters in Finance from Drexel University.  He also earned a Masters of Taxation degree 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 Wharton-educated CPA with 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.

Jeff is a retired 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.

Jeff had the privilege of serving as one of the youngest Presidents of the Pennsylvania Institute of Certified Public Accountants [PICPA]. He represented the interests of the over 19,000 members of the PICPA in interactions with legislators and regulators in the aftermath of the passage of the Sarbanes-Oxley Act. He received the PICPA’s Sterret Award as recognition of his contribution to the accounting profession.

He was also on the Council of the American Institute of Certified Public Accountants [AICPA], the governing body of the AICPA. Additionally, Jeff was a volunteer member of the Board of the American Cancer Society- Philadelphia Division as well as chaired its Finance and Income Development Committees.

Jeff graduated from The Wharton School of the University of Pennsylvania with a Bachelor of Science in Economics with a dual major in accounting and finance. He also participated in a Competitive Readiness Program jointly sponsored by the Columbia Business School and J.L. Kellogg School. He is an active CPA and a member of the AICPA and PICPA [Life Member].

Steve has over 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.

Previously, Steve spent 38 years with EY. 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 Bachelors degree in Accounting (summa cum laude) and Masters in Taxation from Seton Hall University.

Kathy 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.

Previously, Kathy spent 10 years at EY, 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 graduated with a Bachelor of Science degree in Business Administration with a concentration in Accounting from West Chester University and a Masters in Business Administration from Villanova University. She is a CPA registered in PA and a member of the AICPA.

John has over 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.

Previously, 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 graduated with honors from the University of Delaware with a Bachelor of Science degree in Accounting. 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 has over 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 of financial reporting deliverables to be included in our client’s 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.

Previously, 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 graduated with a Bachelor of Arts in Business Administration 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 versatile and collaborative financial executive with nearly 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.

Previously, 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, divestiture, 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 to, 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 Bachelor of Science degree 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.

Fritz joined Centri Business Consulting, LLC as Director in January 2014. Before that, 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 to 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 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 completed extensive graduate-level studies in accounting at the University of Colorado – Denver, holds a Master’s of Business Administration degree from Boise State University, graduated cum laude from Wheeling College with a Bachelor of Science in Business Administration – Accounting, and earned a Bachelor of Science Degree in Botany from Ohio University. He is a Certified Public Accountant in the State of Colorado and is a member of the American Society of Certified Public Accountants and a member of the Colorado Society of Certified Public Accountants.

Ray 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 & selections, 3^rd party service provider, HR/Finance Shared Service Centers, and ERP systems implementations.

Prior to joining 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 graduated with a Bachelor of Business Administration from the College of White Plains – Pace University.

Garrett joined Centri Business Consulting, LLC in September 2022 as a Director in the Accounting & Audit Support Practice. He has more than twelve years of experience in public accounting, consulting, and industry. At Centri, he specializes in and assists clients with business transformation, accounting advisory, and financial reporting.

Prior to joining 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 organizational design, process optimization, and digital controllership.

Additionally, Garrett was a Lead Associate at Booz Allen Hamilton, where led he 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 Bachelor of Science degree in Accounting from North Carolina State University and a Master of Science degree in Accounting from the University of Virginia. He is a Certified Public Accountant (CPA).

Andrew joined Centri Business Consulting, LLC in May 2021 as Corporate Controller. Andrew has over 10 years of audit, corporate finance, and financial reporting experience for both public and private companies.

At Centri, Andrew 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.

Before joining 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, Andrew implemented new processes and procedures to enhance the HR, IT, Finance, and Treasury functions of the business.

Andrew started his career 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 Bachelor of Science degree in 2011 from Lehigh University as a double major in Accounting and Finance. He is a Certified Public Accountant and holds a Real Estate License in the state of Pennsylvania.

Mike joined Centri Business Consulting, LLC in February 2022 and brings over 16 years of accounting, advisory, and audit experience. At Centri, Mike 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 Bachelor of Science degree in Accounting from Monmouth University and a Master of Business Administration from Rider University. He is a Certified Public Accountant in New Jersey and a member of the New Jersey Society of CPAs.

Seamus has 20 years of talent acquisition and public accounting experience. In 2021, Seamus joined Centri Business Consulting, LLC as the National Head of Talent Acquisition. In his role, he 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 EY’s Federal Tax practice.

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

Dan has over 30 years of public and industry accounting experience, serving public and privately-owned companies with domestic and multi-national operations.  He has worked with a wide range of industries including manufacturing and distribution, life sciences, healthcare providers, equipment dealers, professional service providers, mining, and not-for-profit entities.  Dan has experience with accounting and financial reporting requirements under both US GAAP and IFRS.

Prior to joining Centri, he spent most of his career in public accounting most recently with BDO USA LLP as an Audit Partner.  Prior to BDO he spent five years with PwC and thirteen with E&Y.  At BDO, he served as the Practice Office Assurance Director for Philadelphia office assisting the assurance team with technical accounting and financial reporting issues, 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 B.S. in Business Administration 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 Institute of Certified Public Accountants.

Sunny joined Centri Business Consulting, LLC in June 2021 as a Senior Manager in the Outsourced Accounting Practice and brings over 10 years of public and private accounting experience.

Prior to joining 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 Bachelor of Business Administration in Finance from Florida Atlantic University in Boca Raton, FL and a Master of Science in Accounting and Taxation from Florida Gulf Coast University in Fort Myers, FL. He is a Certified Public Accountant (CPA) in the State of Florida.

Richard joined Centri Business Consulting, LLC in October 2022 as a Director in the Accounting & Audit Readiness Practice. He has more than thirteen years of public and private accounting experience. At Centri, Richard 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 joining 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 Bachelor of Business Science degree in Accounting & Finance from the University of Cape Town, in South Africa. He is a Certified Public Accountant and a member of the American, New York, and California Institutes of Certified Public Accountants, respectively. He is also a registered Chartered Accountant and a member of the South African Institute of Chartered Accountants.

Greg Stowe joined Centri Business Consulting, LLC as a Director in the valuation practice in September 2020.  He has over 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 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 joining 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 Bachelor of Science degree in Petroleum Land Management from the University of Oklahoma and an MBA in Finance from Georgia State University.

Rikki joined Centri Business Consulting, LLC in November 2020 and brings over 16 years of public and private accounting experience.

Prior to joining 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 Master’s and B.S. in Accounting & Information Systems from Virginia Polytechnic Institute and State University and is a Certified Public Accountant.

Elad joined Centri Business Consulting, LLC in June 2021 and has more than 19 years of information technology and operational services leadership experience.  In his role as Director of Technology and Information Systems, 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, 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 joining 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 Bachelor of Science degree from Walnut Hill College in Philadelphia, PA.

Jordan is a Senior Associate at Centri Business Consulting. He has over 5 years of public accounting and consulting experience. Since joining Centri in 2021, Jordan has supported clients in several industries focusing primarily on digital assets, financial services & financial technology. Jordan specializes in supporting clients with complex financial reporting requirements, pre-audit support, & technical accounting research.

Prior to his time with Centri, Jordan was a Senior at RSM US, LLP, where he worked on several private and public engagements for clients in a variety of industries, including financial technology, financial services, life sciences, and construction. His experience included a focus on emerging growth companies, where he helped guide various clients through the monthly & annual financial close and process/technology optimization.

Jordan received a bachelor’s degree in Accounting & Legal Studies from Drexel University in 2016. He is a member of the Accounting Alumni Group and is active in business development and networking within the Greater Philadelphia Area. He is a member of the Pennsylvania Institute of Certified Public Accountants.

Anna joined Centri Business Consulting, LLC in April 2022 as an Experienced Associate. Anna has over two years of public accounting and audit experience. She supports clients across multiple industries and assists them with their financial reporting requirements, technical accounting research, and pre-audit support preparation.

Prior to joining Centri, Anna was an Experienced Associate at PwC within their Assurance Practice. At PwC, Anna primarily served clients in the asset & wealth management industry. She also has experience with the testing of internal controls in relation to SOX compliance.

Before PwC, Anna was an Audit Associate at Baker Tilly US. At Baker Tilly, Anna worked on the audits of various private companies within the healthcare, manufacturing, and commercial industries.

Anna graduated magna cum laude from the University of Scranton in 2018 with a Bachelor of Science in Accounting. She then obtained a Master of Accountancy degree from the University of Scranton in 2020.

Brian has over three years of public accounting and valuation experience. In March 2018, he joined Centri Business Consulting, LLC, 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 performing valuations for IRC 409A and estate and gift tax. Additionally, Brian has experience in 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 joining Centri, Brian was an Associate at Ernst & Young in the Greater D.C. Metropolitan Area.

Brian graduated from Penn State University with a Bachelor of Science in Accounting in May 2016. During his time studying Accounting at Penn State, Brian consistently received Dean’s List recognition from the Smeal College of Business.

Nick joined Centri Business Consulting, LLC in September 2022 as an Associate. He has over 1 year of public accounting experience supporting clients across several industries, including life sciences, aerospace defense, and industrial manufacturing. At Centri, Nick supports clients with their financial reporting requirements and preparation of periodic filings with the Securities and Exchange Commission (“SEC”), including S-1, 8-K, Proxy, 10-Q, 10-K, and Form 10 filings.

Nick received a Bachelor of Science in Accounting from Siena College in 2020 and a Master of Science in Accountancy from Siena College in 2021. He is on track to become a member of both the American and New York State Institute of Certified Public Accountants.

Anthony joined Centri Business Consulting, LLC in October 2021.  Anthony has over three years of public accounting and audit experience.

Prior to his time with Centri, Anthony was a Senior Accountant with Santora CPA Group.  As a Senior Accountant, Anthony 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 Bachelor of Science degree in accounting and finance from the University of Delaware in 2018 and is a Certified Public Accountant.

Amber joined Centri Business Consulting, LLC in June 2021 as a Senior Associate in the Risk Advisory Services Practice. She brings with her over 5 years of risk and control management experience specializing in the banking industry.

Prior to her time at 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 Bachelor of Science Degree 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 joined Centri Business Consulting, LLC in March 2022 as a Senior Talent Acquisition Associate as part of Centri’s Talent Acquisition team. Lejla has over five years of recruiting experience with three years of Accounting and Finance exposure in national and international markets.

At Centri, Lejla is responsible for hiring talent across multiple markets, developing innovative search strategies through effective collaboration, developing and growing external recruitment relationships, and Candidate Experience while focusing on Centri’s core values.

Prior to joining 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 through 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 graduated from Widener University in Chester, PA in May 2013, where she received a Bachelor of Arts in Communications.

Stuart joined Centri Business Consulting, LLC in May 2022 as a Senior Accountant. He has 3 years of public accounting experience, primarily focusing on audit support and preparation for non-profit and healthcare industry clients.

Prior to joining 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 Bachelor of Science degree from the University of Delaware in 2019. He recently completed the CPA examination in June 2021 and is currently in the process of completing the college credit hour requirement to receive his license as a CPA in the state of Delaware.

Erin joined Centri Business Consulting, LLC in June 2021 as a Human Resources Associate. At Centri, she is responsible for assisting with several different Human Resource functions, including scheduling, benefits, payroll, onboarding new hires, and compliance. She also assists with talent acquisition by recruiting and interviewing interns for the internship programs at Centri.

Prior to joining the firm as an Associate, Erin was a Human Resources Intern. She assisted the team with various projects, including candidate sourcing and data management.

Erin received a Bachelor of Business Administration Degree in Human Resource Management from Temple University in 2021.

Cindy joined Centri Business Consulting in September 2021 as an Executive Assistant. Cindy brings a wealth of knowledge and extensive research skills honed during her previous experiences as an Executive Assistant. Her diverse skillset in this dynamic position includes anticipating needs, thinking critically, and offering solutions to problems with a high level of professionalism.

Prior to joining 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. Her many responsibilities consisted of drafting legal pleadings; legal research and writing; general research; calendar management; bookkeeping; creating proposals and presentations; facility management; vendor selection and management; meeting agendas, facilitation, and minutes; and serving as the main point of contact for clients, tenants, and vendors.

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

Sam joined Centri Business Consulting, LLC in April 2022 as an Operations Coordinator. In this role, Sam 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 joining 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 Bachelor of Science Degree in Economics from the University of Delaware in 2017.

Katelin joined Centri Business Consulting, LLC in September 2021 as an Experienced Associate in the Outsourced Accounting Practice. She holds nearly 4 years of corporate accounting and controller experience, specializing in the Financial Services Banking industry.

Prior to her time at Centri, Katelin was an Associate at JPMorgan Chase & Co., where she was responsible for properly assessing the financial statements of several market sectors across the Investment Bank, including Currencies and Commodities, to ensure accounting and financial-reporting accuracy along with its compliance to rules and regulations. She also led in quality yield analysis evaluation of all interest-earning products and investments across multiple businesses of the Investment Bank. Katelin was also an active member of the Women on the Move Business-related Group.

Katelin received a Bachelor of Science Degree in Accounting from The Pennsylvania State University along with a two-piece in Finance. Katelin is actively pursuing her Certified Public Accounting license.

Sean joined Centri Business Consulting, LLC in September 2020 as a Senior Accountant. Sean has three years of public accounting experience, serving primarily commercial, not-for-profit, and healthcare clients. He has extensive experience with technical accounting and financial reporting requirements under US GAAP, including implementing accounting standards ASC 606 – Revenue Recognition and ASC 842 – Leases, and related financial statement disclosures for a variety of clients.

Prior to joining Centri, Sean worked as a Senior Associate at Baker Tilly US, LLP, where he provided audit services to clients in several industries including manufacturing, software, and healthcare. He also worked on audits of employee benefit plans, not-for-profits, and universities.

Sean earned his Bachelor of Science and Master of Science degrees in Accounting from Lehigh University. He is a Certified Public Accountant in the state of Pennsylvania.

Hunter joined Centri Business Consulting, LLC in July 2022 as an Experienced Associate within the financial reporting practice. At Centri, he supports clients across multiple industries and assists them with their financial reporting requirements, technical accounting research, and pre-audit support preparation.

Prior his time at Centri, Hunter was an Assurance Associate at RSM US, LLP in the firm’s assurance practice. He worked on several private clients, primarily in the Real Estate and Life Sciences space.

Hunter received a Bachelor of Business Administration degree in Accounting and Finance from the University of Central Florida in 2020. He is currently pursuing his CPA license.

Evan joined Centri Business Consulting, LLC in December 2020. He has over 8 years of public and private accounting experience. At Centri, he assists clients across various industries with financial reporting and technical accounting research.

Prior to his time with Centri, Evan was a Revenue Manager at Frontier Airlines, where he facilitated month/year-end closing procedures. He managed accounting areas related to revenue, such as Accounts Receivable and Air Traffic Liability. Evan was exposed to airline-specific accounting items related to Frequent Flyer programs, Credit Shell Breakage, and Voucher Breakage.

Prior to Frontier Airlines, Evan began his career at RSM US LLP, where he conducted financial statement audits in accordance with US GAAP and GAAS standards, and eventually was promoted to Assurance Manager. He worked on several private and public engagements for clients in a variety of industries, including manufacturing/consumer products, construction, financial services, universities, and non-profit entities.

Evan received a Bachelor of Science degree in Accounting from Illinois State University in 2010 and received a Master of Science degree in Accounting from Boston College in 2012. He is a Certified Public Accountant in the state of Colorado and is a member of the American Institute of Certified Public Accountants.

Andrew joined Centri Business Consulting, LLC in July 2022 as a Quality and Risk Management Associate. At Centri, he assists in understanding, monitoring, and developing firm quality control policies. He has 5 years of public accounting and audit experience.

Prior to his time at 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 & manufacturing, franchising, SaaS, private schools, and employee benefit plans. He specialized in the preparation of external financial statement audits and reviews.

Andrew received a Bachelor of Associate degree in Mathematics from the University of North Carolina at Chapel Hill in 2013 and then a Master’s degree in Accounting from Georgia State University. He is a Certified Public Accountant in the state of North Carolina.

Christopher joined Centri Business Consulting, LLC in February 2020 as a Senior Accountant. Christopher has over three years of public accounting experience, primarily serving in the manufacturing and distribution industry.

Prior to joining Centri, Christopher was an Audit Senior at Mazars USA LLP, in the Long Island Office. While at Mazars USA LLP, he performed financial statement audits for clients in a variety of industries, including manufacturing and distribution, food and beverage, consumer products, and shipping. Christopher was responsible for preparing and reviewing client financial statements/footnote disclosures, testing high-risk audit areas, and preparing and reviewing workpapers used to support the audit opinion. He also worked on limited scope audits of employee benefit plans.

Christopher earned his Master of Business Administration and a Bachelor of Science in Accounting from Long Island University. He is a Certified Public Accountant in New York.

John has over three years of public accounting and consulting experience. In November 2018, John joined Centri Business Consulting, LLC and since then has assisted clients with SEC reporting, technical research and internal control engagements for clients across various industries.

Prior to joining Centri, John was an Assurance Services Senior at Ernst and Young, where he worked on 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, along with employee benefit plans.

John received a Bachelor of Science degree 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 joined Centri Business Consulting, LLC in May 2019. Since then, he has assisted clients with technical accounting research, primarily in the Digital Assets and Esports industries. Additionally, Joseph has worked on SOX compliance testing programs, financial reporting requirements, ASC 606 Revenue Recognition impact assessments, and contract review procedures.

Prior to joining Centri, Joseph was a financial assistant at Fire Sprinkler Service Inc. During his time at Fire Sprinkler Service Inc, he was responsible for accounts receivables, invoices, and reviewing various financial statements. Joseph graduated Stockton University in 2018 with a Bachelor of Science degree in Accounting. He is actively pursuing his CPA license in the state of Pennsylvania.

Jeff joined Centri Business Consulting, LLC in June 2022 as a Valuation Associate. Prior to joining full time, Jeff interned with Centri’s Valuation Practice in the first half of 2022. Since joining Centri, Jeff has assisted clients in varying industries with enterprise valuations, ASC 842s, and contingent considerations. He also has coding experience in Python and R.

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

Zach joined Centri Business Consulting, LLC in June of 2019 as a part of the Valuation team. Since joining Centri, he has assisted 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.

Prior to joining Centri, Zach worked at the accounting firm R.S. Abrams & Co., LLP, assisting in the audits of school districts, not-for-profits, and state and local governments. Zach graduated from the University of Delaware in 2019, with a Bachelor of Science in both Finance and Accounting from the Alfred Lerner College of Business.

Sarah joined Centri Business Consulting, LLC in December 2022 as a Senior Accountant. She assists with monthly accounting operations, financial statement audit preparation, and new standard implementation. She has over 6 years of experience in public accounting and consulting.

Prior to joining Centri, Sarah was a Senior Accountant at Browne Consulting Group. While at Browne, she was involved in accounting operations consulting for Life science and Bio-tech startups. Before working at Browne, Sarah worked at CBIZ in audit for 5 years. While at CBIZ, Sarah performed audit services for both public and privately-owned companies in various industries including not-for-profit, retail, and employee benefit plans.

Sarah received a Bachelor of Science degree in Accounting from Bryant University in 2016. Sarah completed her CPA Exams and is currently working towards receiving her 150 credits to become a Certified Public Accountant.

Sabrina joined Centri Business Consulting, LLC in November 2021 as a Marketing Associate. At Centri, she assists in the execution of marketing, business relationship, and communications activities that support the firm. These activities include CRM management, marketing analytics, social media content, event preparation, marketing collateral, and promotional materials. She is also involved in the collection and organization of marketing research and information as it pertains to the firm, both internally and externally.

Sabrina received a Bachelor of Science degree in Business Administration and Marketing, with a double-minor in Finance and Economics, from Bryant University in 2021.

Lindsey joined Centri Business Consulting, LLC in August 2021 and is part of the Outsourced Accounting practice. She has 6 years of professional accounting experience assisting clients in 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 Bachelor of Science degree 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.

Cali joined Centri Business Consulting, LLC in October 2021 as a part of the financial reporting practice. She supports clients across multiple industries and assists them with their financial reporting requirements, technical accounting research, and pre-audit support preparation.

Prior to joining Centri, Cali was a Senior Associate at RSM US, LLP as a part of their assurance practice. She worked on several public and private clients, primarily in the financial institutions and financial services industries.

Cali received a Bachelor’s in Business Administration degree in Accounting, Finance, and Business Pre-Law from Ohio University in 2019. She is currently pursuing her CPA license.

Jelliza joined Centri Business Consulting, LLC in January 2022 as a Senior Accountant. She has over 7 years of public accounting experience with a background in external audits, primarily focusing in the financial services industry. At Centri, she supports clients across multiple industries and assists them with their financial reporting.

Prior to joining Centri, Jelliza was an Assurance Supervisor at RSM US, LLP, where she worked on several private and public engagements for clients across a variety of industries, including Financial Institutions, Private Equity, and Non-profits. While at RSM, she performed financial statement and internal control audits and supported clients with periodic filings with the SEC, including 8-K and 10-k filings.

Jelliza received a Bachelor of Science degree in Business Administration and Financial Services from Penn State University in 2011 and a Masters of Business Administration in Accounting from LaSalle University in 2014.

Anthony joined Centri Business Consulting, LLC in September 2020 and assists clients in several different industries with their financial reporting requirements, pre-audit support preparation, and technical accounting research.

Prior to joining the firm as an associate, Anthony was an Accounting Intern with Centri in January 2020.  He assisted numerous clients with different projects including financial reporting and SOX compliance.

Anthony received a Bachelor of Science degree in Finance and Accounting from Rowan University.  He is currently pursuing his CPA license.

Molly joined Centri Business Consulting, LLC in October 2022 as a Manager in the Accounting & Audit Support Practice. She has over 5 years of public accounting experience serving clients across various industries. She specializes in supporting clients with initial audit preparation, accounting process improvement, and financial close and reporting.

Prior to joining 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 Bachelor of Science 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.

Scott joined Centri Business Consulting, LLC in July 2022. He has over 3 years of public accounting and consulting experience. Since joining the firm, Scott supports clients across multiple industries and assists them in a range of services including financial reporting requirements, technical accounting research, and pre-audit support preparation.

Prior to his time with Centri, Scott was a Senior Associate at Ernst & Young in their Assurance practice. While at Ernst & Young, he led financial statement audits of SEC-registered mutual funds, private hedge funds, and employer-based benefit plans.

Scott received a Bachelor of Science degree in Accounting from Rowan University in 2019. He is a Certified Public Accountant in the Commonwealth of Pennsylvania.

Ryan is an Experienced Associate at Centri Business Consulting, LLC. He joined the firm in January of 2022 as part of the Audit Support Team. At Centri, he provides audit support, financial reporting and technical accounting services to clients across various industries.

Prior to joining Centri, Ryan was an Assurance Associate at Ernst and Young, where he worked on a number of audits for public and private entities.

Ryan received a Bachelor of Business Administration in Accounting from Loyola University Maryland in 2019, and a master’s degree in Accounting in 2020. In February 2022, he became a Certified Public Accountant.

Nicole joined Centri Business Consulting, LLC in January 2023 as a Senior Manager. At Centri, she provides advisory services to a variety of industries, with an emphasis on internal controls and compliance. Nicole is a member of Centri’s Risk Advisory team, performing Sarbanes-Oxley (SOX) compliance and internal control assessments including audit readiness, business process testing and reengineering, and remediation to improve business processes and strengthen internal controls over financial reporting.

Prior to joining Centri, Nicole was Manager with Cherry Bekaert within their Risk Advisory Practice, where she assisted clients of various sizes and industries and provided internal audit services and Sarbanes-Oxley (SOX) 404 compliance. She also performed control self-assessments and helped implement best practices to comply with the Government Accountability Office (GAO) Standards for Internal control, which mirror the 2013 Committee of Sponsoring Organizations (COSO) framework.

Additionally, Nicole worked as a consultant in the federal practice of a Big Four Risk Advisory practice, where she was responsible for conducting and monitoring Office of Management and Budget (OMB) A-123 Internal Control Assessments and providing audit readiness and remediation services to Federal clients.

Nicole received a Bachelor of Science degree in Accounting from the University of North Carolina Wilmington and a Master of Science degree in Accounting from East Carolina University. She has her certification in Control Self-Assessment (CCSA).

Mike joined Centri Business Consulting in February 2021 and is a Valuation Senior Manager. He has approximately 12 years of professional experience including valuation, investment banking, financial analysis, and project management, of which approximately 6 years are related to valuation in a public accounting setting. Mike 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 PricewaterhouseCoopers LLP 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 Bachelor of Science degree in Business Administration from Susquehanna University in 2007 and a Master’s in Business Administration 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).

Liz joined Centri Business Consulting, LLC as a Senior Associate in the HR Advisory Practice. She brings over 5 years of experience in HRIS configuration, data management, and HR transformation.

Prior to joining 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 Bachelor of Science Degree in Management from West Chester University of Pennsylvania.

Nikki joined Centri Business Consulting, LLC in December 2020. At Centri, Nikki is responsible for managing the business development process while creating new client relationships for the firm. She has more than 8 years of relationship management and business development experience.

Prior to joining 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 five 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 three 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.

She received her Bachelor of Science degree in Government & Politics from Widener University in 2009.  She is Vice-Chair of the Young Friends Network at EducationWorks in Philadelphia that engages children and young people by providing an enriching environment that emphasizes learning, creativity, and civic involvement.

Anthony is a Senior Manager at Centri Business Consulting, LLC and has over 8 years of experience in public accounting, private accounting, and consulting services. At Centri, he has assisted clients across various industries and specializes 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 with supporting clients with SPAC, IPO, and M&A transactions as well as filings with the SEC including filings such as 8-K, S-1, S-4, F-4, 10-Q, 10-K, and associated correspondence with the SEC.

Prior to joining Centri, Anthony was a Senior Accountant at Toll Brothers, where he performed technical accounting documentation for various company transactions. Anthony also spent three years serving in the Assurance practice for Ernst & Young. While at Ernst & Young, 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 earned a Bachelor of Science in Accounting from Saint Joseph’s University in 2014. He is a Certified Public Accountant in the state of Pennsylvania.

Liz joined Centri Business Consulting, LLC in September 2022 as an Experienced Associate. She has over 2 years of public accounting experience providing assurance services. At Centri, she supports clients across multiple industries with pre-audit support preparation and assisting with their financial reporting requirements.

Prior to joining 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 Bachelor of Science degree in Accounting from the University of South Florida in 2019 and a Master of Business Administration degree from Florida Gulf Coast University in 2020. Liz is actively pursuing her CPA license.

Patricia has over 6 years of public accounting experience. Since joining Centri Business Consulting, LLC, Patricia 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 joining 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 Bachelor of Science 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.

Kerra joined Centri Business Consulting in October 2021 as an Experienced Associate. She has over two years of public accounting and audit experience. Kerra 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, 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 Bachelor of Science degree in accounting from Villanova University in 2019.

Grant is an Experienced Associate at Centri Business Consulting, LLC and is a part of the financial reporting practice. He has over two years of public accounting and audit experience. Grant supports clients across multiple industries such as life sciences and pharmaceuticals, technology, cannabis, and real estate and assists them with their financial reporting requirements, technical accounting research, and pre-audit support preparation.

Prior to his time with Centri, Grant was an experienced associate at PwC as a part of their US assurance practice. He worked on 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 Bachelor’s in Business Administration degree in Accounting from James Madison University in 2017 and a Master’s of Science degree 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).

Connor joined Centri Business Consulting, LLC in August 2021.  He has over 7 years of public accounting experience. Connor specializes in assisting SPAC clients with documenting the accounting treatment of various transactions, including debt and equity analysis.  He also supports clients with their financial reporting requirements and preparation of periodic filings with the Securities and Exchange Commission (“SEC”) including S-1, 8K, 10-Q, and 10-K filings.

Prior to joining Centri, Connor was a Senior at Anchin, Block & Anchin, LLP, where he worked on private engagements in the consumer products, public relations, not-for-profit, and real estate industries.

Connor received a Master of Business Administration degree in Accounting and a Bachelor’s of Science degree in Applied Accounting and Finance from Fordham University in 2013 and 2012.

J.R. joined Centri Business Consulting, LLC in June 2022 as a Senior Accountant in the Financial Reporting Practice. He brings over three years of experience in both audit and industry roles.

Prior to joining Centri, J.R. was a Senior Accountant at EverCommerce where we 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 Bachelor’s and Master’s degree in Accounting from Georgia State University and is a Certified Public Accountant.

Zach joined Centri Business Consulting, LLC in November 2019. He assists clients across several industries with their financial reporting, audit support, and technical accounting needs. He has over six years of accounting and consulting experience.

Prior to joining 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 graduated from Bloomsburg University in May 2014 with a Bachelor of Science Degree in Accounting. He is a Certified Public Accountant in the state of Pennsylvania.

Taylor joined Centri Business Consulting, LLC in March of 2021 as a Senior Accountant. Taylor has three years of public accounting experience. Since joining Centri, she has supported and assisted clients with technical accounting research and financial reporting.

Prior to joining 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 Bachelor of Science degree 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 Ianiero joined Centri Business Consulting, LLC in September 2022 as a Manager. At Centri, he supports clients across a variety of industries assisting them with technical accounting research and their financial reporting requirements. Joe has 6 years of public accounting experience providing assurance services for private clients.

Prior to his time at 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 Bachelor of Science degrees in both Accounting and Finance from Florida State University and his Master of Business Administration 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 joined Centri Business Consulting, LLC in June 2022 as a Senior Accountant, primarily working in the firm’s Financial Reporting Practice. He has over four years of public and private accounting experience assisting clients with their financial reporting requirements, technical accounting research, and pre-audit support preparation.

Prior to joining Centri, Matt was a Senior Accountant at Adapthealth, where he assisted in various financial reporting procedures and month-end closes.  Prior to his time with Adapthealth, Matt spent over 3 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 Bachelor of Science degree in Accounting from West Chester University of Pennsylvania in 2017. He is a Certified Public Accountant in the State of Pennsylvania.

Chris joined Centri Business Consulting, LLC in June 2022 as a Senior Manager and brings over 14 years of public and private accounting experience.

Prior to his time at 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 Bachelor of Science degree 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.

Dale joined Centri Business Consulting, LLC in April 2022. She has over 20 years of marketing experience, primarily in the financial services industry. At Centri, Dale assists 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 Bachelor of Science degree in Business Administration Marketing and Management from Millersville University.  She’s also a graduate of the American Banker Association’s School of Bank Marketing and Management, the CrossState Credit Union Association’s Judge/Bradley Leadership School, and completed the Dale Carnegie “Effective Communications and Human Relations” course.

Andrew joined Centri Business Consulting, LLC in January 2023 as a Senior Manager. He has over 9 years of public accounting experience.

Prior to joining 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 & entertainment. He has experience working with clients from both emerging growth and publicly traded companies.

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

Sabastian is an Experienced Analyst at Centri Business Consulting, LLC. Since joining the firm in June 2021, Sabastian has supported clients in a variety of industries including life sciences, technology, software, banking, consumer services, and cannabis. Sabastian has experience in complex financial instruments, 409a valuations, and purchase price allocations.

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 Bachelors of Science degree 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 joined Centri Business Consulting in September 2018 as the Administrative Assistant.  She has more than four years of administrative, sales, and marketing knowledge at her disposal. She will be responsible for the preparation of engagement letters, proposals, and the organization of marketing materials. Also drafting the company’s press releases and newsletters along with maintaining Centri’s website and social media presence.

Prior to joining 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 Bachelor’s degree from Fairleigh Dickinson University in Teaneck, NJ in 2011. She stayed at Fairleigh to continue her education, receiving her Master’s degree in 2012.

Tommy Kleinhans joined Centri Business Consulting, LLC in April 2022. Tommy has over four years of public accounting experience serving private clients across a variety of industries with their financial reporting requirements, technical accounting research, and pre-audit support preparation.

Prior to joining Centri, Tommy was a Manager at Bowman & Company, LLP. While at Bowman, Tommy 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 Bachelor of Science in Business Administration degree in Accounting from Bloomsburg University in 2016. He is a Certified Public Accountant in the State of Pennsylvania and the State of 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 joined Centri Business Consulting, LLC in May 2022 as a Manager in the Outsourced Accounting Practice. He brings over 8 years of accounting experience, including 6 years in retail accounting and 2 years in non-profit accounting.

Prior to joining 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.

Prior to 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 Bachelor of Science degree in Accounting from the University of Pittsburgh at Greensburg in 2014. He is a Certified Public Accountant (CPA) in the State of Pennsylvania.

Paige joined Centri Business Consulting, LLC in January of 2023 as a Senior Manager on the Talent Acquisition team. At Centri, Paige focuses on working cross-functionally to strategically hire talent across multiple markets. She has over 20 years of human capital experience.

Prior to joining 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 & Acquisitions, International, State and Local).

Paige received her Bachelor of Science degree in Psychology from Saint Joseph’s University and her Master’s degree in Human Resource Management from Trinity Washington University. She holds a LinkedIn Professional Recruiter Certification.

Derek joined Centri Business Consulting LLC in March 2022 as a Talent Acquisition Manager to focus on growing the firm in new markets.  He has ten years of Talent Acquisition experience and four years of Public Accounting experience. At Centri, Derek is responsible for developing search strategies and hiring talent across multiple markets and service lines.

Prior to joining Centri, Derek was a Talent Acquisition Manager at Colonial Electric Supply, where he collaborated with senior leadership on talent strategy/staff development and led the recruitment across all verticals of the organization. Derek was also an Agency Staffing Manager in the Finance/Accounting industry at Robert Half and Beacon Hill Financial.  He started his career as a Senior Audit Associate with PricewaterhouseCoopers in the Healthcare and Manufacturing industries.

Derek received a Bachelor of Science Degree in Accounting & Finance from Philadelphia University in 2006.

Jennifer joined Centri Business Consulting, LLC in July 2022 as an Experienced Associate.

Prior to her time at 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 Bachelor of Science degree in Accounting from Florida State University and attended grad school at the University of South Florida. She is currently pursuing her CPA license.

Lindsay joined Centri Business Consulting, LLC as a Marketing Associate in September 2022. She has over 6 years of marketing experience. Since joining the firm, Lindsay has supported the Centri marketing team with graphic design and assists the firm’s marketing efforts by implementing marketing collateral design, ensuring brand guidelines are followed, coordinating events, and helping to bring other communication efforts to fruition.

Prior to her time with Centri, Lindsay was the Marketing Coordinator for Pioneer Research, where she supported multiple outdoor product brands’ marketing efforts, designed all brand graphics and advertisements, managed brand websites and e-commerce platforms, coordinated digital and print advertising campaigns, developed social media strategy, and structured annual media campaigns. Lindsay also has experience within the event planning industry.

Lindsay graduated summa cum laude from Rowan University in 2015 and received dual Bachelor of Arts degrees in both Communication Studies and Advertising.

Ty joined Centri Business Consulting, LLC in July 2021. He has over 5 years of public accounting and consulting experience. Ty supports clients in several industries focusing primarily in life sciences, technology, and software. Ty specializes in supporting clients with documenting the accounting treatment of various transactions, including complex debt and equity analysis, acquisition accounting process integration and due diligence. He also supports clients with their financial reporting requirements and preparation of periodic filings with the Securities and Exchange Commission (“SEC”), including S-1, 8-K, Proxy, 10-Q, 10-K and Form 10 filings.

In addition, Ty assists clients on the implementation and testing of SOX compliance programs in accordance with the criteria set forth by the 2013 Internal Control – Integrated Framework issued by the Committee of Sponsoring Organizations of the Treadway Commission (“COSO”).

Prior to his time with Centri, Ty was a Senior at EisnerAmper LLP, where he worked on several private and public engagements for clients in a variety of industries, including life sciences, technology, real estate, sports entertainment, and software. His experience included a focus on emerging growth, publicly traded companies, where he helped guide various clients through the financial reporting process of going public via reverse merger.

Ty received a Bachelor of Science degree in Accounting and Finance from Rutgers University – Camden in 2016.

Chris joined Centri Business Consulting, LLC in July 2022 as a Senior Accountant. Chris brings over three and a half years of public accounting experience. At Centri, he assists clients across various industries with SEC financial reporting and technical accounting research matters.

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 Bachelor of Science degree in Business Administration with a concentration in Accounting from Monmouth University in 2018.

Dave joined Centri Business Consulting, LLC as a Manager in September 2022. He has over 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.

Prior to joining 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 Bachelor of Science degree in Accounting and a Master of Science degree 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 (AICPA).

Isabella joined Centri Business Consulting, LLC in September 2022 as an Experienced Associate in the Digital Assets Practice. She brings over two busy seasons of experience in public accounting and has experience with one busy season in individual tax preparation.

Prior to her time at 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 Accounting Administrator and Assistant Bookkeeper assisting in various accounting duties including, but not limited to, month-end and year-end closeout. Isabella’s diverse background provides a unique perspective coupled with the skills she acquired during her professional career.

Isabella received a Master of Science degree in Accountancy from the University of Tampa, and her Bachelor of Science degree 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).

Sanda joined Centri Business Consulting in August 2018. She is responsible for preparing the firm’s monthly financial reporting, the month-end close package, procedural improvement, and invoicing.

Prior to Centri, she has worked as a corporate accountant in the Radio Broadcasting industry at Entercom Communications as a Corporate Accountant and in the Language Training industry at Berlitz Languages as a North America Staff Accountant. She brings 12 years of corporate accounting experience which includes month-end close processes, forecasting and budgeting, balance sheet reconciliations, accounts payables and accounts receivables, profit and loss analysis, report consolidations, financial reporting, and best practice procedures collaborations.

Sanda received a Bachelor of Science degree in Finance from Rider University and a Master of Business Administration degree with a focus on Entrepreneurship from Temple University.

Matthew joined Centri Business Consulting, LLC in January 2023 as a Senior Accountant. He has over three years of public accounting and audit experience. At Centri, Matthew 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, Matthew was a Senior Auditor at PricewaterhouseCoopers 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 preparation of financial statements.

Matthew graduated cum laude from the University of New Hampshire with Bachelor of Science degrees in both Accounting and Finance in 2018. He graduated magna cum laude with his Master of Science degree in Accounting in 2019. Matthew is actively pursuing his CPA license.

Keyur joined Centri Business Consulting, LLC in September 2022 as an Experienced Associate. He has two years of public accounting and internal accounting experience. Keyur supports clients across multiple industries and assists them with their financial reporting requirements, technical accounting research, and pre-audit support preparation.

Prior to joining Centri, Keyur was an Associate at Ernst & Young LLP, within their Assurance Practice, where he worked on several public and private engagements for clients in the Wealth & Asset Management Sector, including Mutual Funds and Private Equity Clients. During his time with EY, Keyur gained valuable, real-world practice with financial accounting in accordance with applicable standards, as well as crucial client relations experience.

Keyur received a Bachelor of Business Administration degree in Accounting and Information Systems in 2020 from Boston University’s Questrom School of Business. He is a member of Centri’s Innovation Committee, which helps create and implement programs and events designed to increase motivation and build Firm camaraderie.

Julian joined Centri Business Consulting, LLC in November 2018. He has four years of combined public accounting and consulting experience, as well as over three years of private accounting experience. At Centri, he is assisting clients within various industries with SEC financial reporting, ASC 606, ASC 842, technical research and internal control engagements.

Prior to 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 graduated from the University of Miami with a Master of Accounting degree. He also has a Bachelor of Business Administration degree with a major in Finance from Florida International University, and is actively pursuing his CPA.

Caroline joined Centri Business Consulting, LLC in February 2023 as an Experienced Associate in the Risk Advisory Services Practice.

Prior to joining Centri, Caroline was a Consultant at Protiviti, working in their Internal Audit & Financial Advisory practice. She worked on 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 Bachelor of Science degree in Finance from Florida State University in 2021.

Steve joined Centri Business Consulting, LLC as a Senior Manager in September 2022. He has over 9 years of public accounting, private industry, and consulting experience. At Centri, Steve 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 joining 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 graduated from St. John’s High School in Shrewsbury, MA, in 2009 and the College of the Holy Cross in 2013 with a Bachelor of Science degree in Accounting. He is a Certified Public Accountant in the state of Massachusetts.

Paula joined Centri Business Consulting in January 2017. She has over five years of Marketing and Communications experience. At Centri, Paula is the Marketing Manager 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 creates various marketing collateral for the firm.

Prior to joining Centri, Paula was an Administrative Assistant for Hamilton Lane Advisors in Bala Cynwyd, PA. There she supported three Vice Presidents and three Principals on the 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 & designing firm collateral, and handling communications with various clients and team members.

Prior to the above, 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 Facebook and Instagram pages by composing material for their services and special events. She drafted content for external email communications as well and regularly updated social media platforms. Paula also assisted in maintaining and building client relations by providing information and answers to client questions and requests.

Paula received her Bachelor’s degree in Communication Studies from Rowan University in Glassboro, NJ in 2012.

Clarissa joined Centri Business Consulting, LLC as an Experienced Associate in January 2023 in the Risk Advisory Services Practice.

Prior to joining Centri, Clarissa was a Staff at EY working in their assurance practice. She worked with private clients in the retail industry and the media and entertainment industry. She also participated in a rotation working with a client in the government and public sector.

Clarissa received her Bachelor’s degree in Accounting in 2020 and her Master’s degree in Forensic Accounting in 2021 from the University at Albany.

Brian joined Centri Business Consulting, LLC in December 2021. He has over two years of public accounting and audit experience. Brian supports clients across multiple industries and assists them with their financial reporting requirements, technical accounting research, and pre-audit support preparation.

Prior to joining 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 & Entertainment, and Real Estate. He also worked on audits of 401(k) plans and Nonprofit organizations.

Brian received his Bachelor of Business Administration in Accounting degree in 2018 and his Master of Science in Accounting with a focus in Forensic Accounting degree in 2019 from UMass Amherst. He is a Certified Public Accountant in the State of Massachusetts.

Daniel joined Centri Business Consulting LLC in March 2022 as a Manager in the Risk Advisory Services Practice. He has over 13 years of experience servicing clients within various industries performing advisory, internal audits, internal controls, and external financial audits.

Before joining Centri, Daniel worked in different companies such as KPMG, DuPont, Nutrien, Braskem, and UPL, taking different roles in internal audit, internal controls, and external financial audit on projects throughout South, Central, and North American regions.

Daniel received his bachelor’s degree in business administration from the Salesian University of Sao Paulo, and his bachelor’s degree in accounting from the Cruzeiro do Sul University in Brazil. He is a Certified Internal Auditor (CIA) and member of the Institute of Internal Auditors (IIA), and a Charted Accountant in Brazil (CRC).

Megha Rathi joined Centri Business Consulting, LLC in June 2021 as an Experienced Associate.

Prior to joining Centri, Megha was an Experienced Associate at PricewaterhouseCoopers 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 graduated honors from The College of New Jersey in 2019, with a Bachelor of Science in Accounting and minor in Management.

Liam joined Centri Business Consulting, LLC in January 2020 as an Associate. Since joining Centri, he has assisted clients in several different industries with their financial reporting requirements, pre-audit support preparation and technical accounting research.

Prior to joining the firm as an Associate, Liam was an Intern with Centri from 2018 to 2020 and assisted various clients with financial reporting, SOX compliance, and technical accounting research. He also assisted the firm with various business development and intern-oriented projects.

Liam received a Bachelor of Business Administration degree with a major in Accounting from Temple University in 2019. Liam is a Temple University ambassador for Centri’s College Ambassador Program and is a member of Centri’s Wellness Committee. He is actively pursuing his CPA license.

Jamie has over three years of public accounting and consulting experience. She joined Centri Business Consulting in November 2018 and since then 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-CPA’s 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 Bachelor of Science degree in accounting from Villanova University in 2015 and is a Certified Public Accountant.

Cristy joined Centri Business Consulting, LLC in October 2022 as a Senior Accountant. She has over 4 years of accounting experience in different industries. At Centri, Cristy supports the finance team in month-end closing, budgeting, maintaining Accounts Receivable, and assisting the Manager, Controller, and CFO with new projects.

Prior to joining Centri, Cristy was a Senior Accountant at Community Veterinary Partners where she worked with 36 hospitals in the Northeast Region. She managed month-end close for her region, creating proper journal entries, bank reconciliation, commissions, budgeting, accounts payable, sales and use tax filing and the list goes on.

 Cristy received a Bachelor of Science in Accounting and Finance from Rider University in 2020. She is an active sister of Lambda Theta Alpha Latin Sorority, Inc. where she strives to continue working towards the enrichment of marginalized communities and groups by dedicating her time to fundraising and volunteering.

Peter joined Centri Business Consulting, LLC in December 2022 as a Senior Manager within the Financial Reporting & Technical Accounting practice. He has over 10 years of public accounting and consulting experience, focusing on serving public and non-public corporations and strategic growth market clients.

Peter has worked with many companies on transactions such as initial public offerings, SPAC transactions, private and public debt offerings, debt restructurings, and strategic acquisitions over his years of experience. In addition to working with clients on strategic transactions, he has assisted companies with quarterly and annual reporting requirements, SEC comment letters, complex revenue recognition matters, and equity accounting matters.

Prior to joining Centri, Peter was an EY Assurance Senior Manager based in New York City serving clients in both audit and advisory roles. Throughout his career, he has gained significant experience across multiple industries including – technology, media and entertainment, health and life sciences mainly biotechnology & pharma. Before his time in the EY New York office, Peter worked in the UK & Ireland with EY, primarily out of the Dublin office, managing both large public and private audit client engagements.

Peter received a Bachelor of Science degree from University College Dublin, Ireland. He is a Certified Public Accountant and a member of the American Institute of Certified Public Accountants. He is also a registered Chartered Accountant and a member of the Ireland Institute of Chartered Accountants.

Robert joined Centri Business Consulting, LLC in September 2020 and is a Senior Manager in the Outsourced Accounting Practice. He has over five years of public accounting experience, specializing in commercial, residential, and developmental real estate.

Prior to joining 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 Bachelor of Science degree in Accounting and Finance from the University of Delaware in 2014. He is a CPA and is a member of the American and New York State Institute of Certified Public Accountants.

Justin joined Centri Business Consulting, LLC in February 2021 as a Manager. He has over 8 years of public and private accounting experience specializing in financial reporting requirements, Sarbanes-Oxley (SOX) compliance, internal audit, and technical accounting research across several industries including financial services, insurance, sports and entertainment, and public utilities.

Prior to his time with Centri, he worked at UGI Corporation as a Senior Technical Accountant, where he performed technical accounting research, SEC reporting, and provided administrative oversight of global SOX policies. Justin also spent three years at PricewaterhouseCoopers LLP as a Senior Associate in their assurance practice, where he worked on several public audit engagements across various specialties including Insurance & Banking, Asset Management, and broker-dealers. Prior to his time at PwC, he was an Audit Associate at EisnerAmper LLP, performing audit services in their financial services and not-for-profit practices.

Justin received his Bachelor of Business Administration Degree with a concentration in accounting from Temple University and is an MBA Candidate at Villanova University. He is a Certified Public Accountant in the State of Pennsylvania.

Kara joined Centri Business Consulting in September 2018. As the Senior Manager of Operations, she plays a critical role in both the day-to-day and strategic operations of the firm. Kara focuses on the firm’s metrics and growth objectives, which includes oversight of the scheduling process and determining proper staffing levels for engagements in order to ensure that the best quality service and end-product is provided to our clients.

Prior to joining Centri, Kara was a Program Director for The Julian Krinsky Group in King of Prussia, PA. During her time there, she oversaw and managed the development of their educational summer programs at Yale University. Her many responsibilities consisted of creating proposals, scheduling and calendar management, budgeting, running the program, and being the main point of contact for clients, partner companies, and team members.

Kara received her degree in Mathematics Education from Widener University.

Ray joined Centri Business Consulting, LLC in April 2022 as a Senior Manager. Ray brings over 14 years of public and private accounting experience.  His experience includes accounting advisory, corporate accounting, and both Big 4 and non-Big 4 assurance roles.

Prior to his time at Centri, Ray served as a Director within CFGI’s accounting advisory services practice.  In this role, he served various public and non-public clients. Ray worked within the fields of SEC compliance, technical accounting analysis, financial reporting, emerging standard implementation, mergers & acquisitions, audit preparation, and temporary accounting services.

Prior to his time at CFGI, Ray served as a Senior Accountant at Exelon within PECO’s controllership.  There he supported the financial statement close process, regulatory filings, special projects and worked closely with other departments or business units regarding accounting activities. Preceding Exelon, Ray served in assurance as a Manager at Deloitte, and before that as a Senior at RSM.  There, Ray primarily led financial statement audits for public and non-public clients.

Ray received a Bachelor of Science in Accounting from West Chester University in 2008.  He is a Certified Public Accountant in the state of Pennsylvania and a Certified Fraud Examiner.

Bill is a Manager at Centri Business Consulting, LLC. He has over 7 years of public accounting experience. Bill joined Centri in March 2022 and primarily supports clients with technical accounting research. He also supports clients with their financial reporting requirements and preparation of periodic filings with the Securities and Exchange Commission (“SEC”) including S-1, 8-K, Proxy, 10-Q, 10-K and Form 10 filings.

Prior to his time with Centri, Bill began his career at KPMG LLP, where he conducted financial statement audits in accordance with US GAAP and IFRS standards. He worked on several private and public engagements for clients in a variety of industries, including manufacturing, distribution, retail, transportation, consumer markets, and non-profit entities.

Bill received a Bachelor of Science degree in Accounting and a Master of Business Administration from La Salle University in 2013. He is a member of both the American and Pennsylvania Institute of Certified Public Accountants.

Bobby joined Centri Business Consulting, LLC in January 2023 as an Experienced Associate within the RAS Practice. He has 4 years of audit experience in public accounting and federal audit.

Prior to joining Centri, Bobby was an associate with KPMG where he worked on public engagements for clients in a variety of industries including life sciences, pharmaceuticals, banking, and industrial manufacturing. His experience is focused on internal controls, SOX compliance, and mergers. Prior to KPMG, Bobby worked for 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 Bachelor of Science degree in Accounting from Southern University in 2019.

Bridget joined Centri Business Consulting, LLC in December 2021 as an Experienced Associate. Bridget has over two years of public accounting and audit experience. Bridget 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, Bridget was an Experienced Associate with RSM US LLP within their Assurance Practice, performing external financial statements primarily in the technology and life sciences sector.

Bridget received a Bachelor of Science degree in Accounting in 2018 and a Master’s degree in Accounting in 2019 from The University of New Hampshire. Bridget is actively pursuing her CPA license.

Natalie joined Centri Business Consulting, LLC as a Human Resource Generalist in December 2021. She has two years of Human Resources experience. At Centri, she is responsible for various Human Resource functions, including scheduling, benefits, payroll, onboarding new hires, and compliance.

Prior to joining Centri, Natalie was a Human Resource Administrator at York Building Products Inc., LLC. She worked closely with multiple departments while handling new hire onboarding, payroll, benefits, and assisting many other team members with various tasks. Additionally, she brings diverse knowledge from obtaining certification in a Digital Marketing course from General Assembly.

Natalie was recruited to play Division II Volleyball and continue her studies at Holy Family University in 2015. In 2019 she graduated Magna Cum Laude as a Student/Athlete while obtaining a Bachelor’s Degree in Business Management/Marketing and a Minor in Pre Law.

Kieran joined Centri Business Consulting, LLC in March 2021. He has over six years of public accounting and audit experience. Kieran 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 also spent time at Grassi & Co. as an assurance staff primarily working on audit engagements for financial services companies.

Kieran graduated from Siena College with a Master of Accounting Degree and is actively pursuing his CPA.

Nathan joined Centri Business Consulting, LLC in July 2022 as an Associate. He has a year of public accounting and audit experience primarily focused on public and private technology companies. At Centri, he supports clients within the financial technology and digital asset space.

Prior to his time at Centri, Nathan was an Associate at PwC, where he worked on various public and private client engagements across the technology and consumer products industries. As an Associate, Nathan supported the preparation of financial statement audits, including new standards implementation audits.

Nathan received a Bachelor of Science degree in Accounting from Bob Jones University in 2021. Nathan completed his CPA Exams and is currently gaining experience to become a Certified Public Accountant.

Matt joined Centri Business Consulting, LLC in April 2020 and has 8 years of experience in public and private accounting and consulting services. At Centri, he assists clients across various industries with SEC financial reporting and technical accounting research.

Prior to joining Centri, Matt was a manager at CFGI, LLC for three years 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.

Prior to CFGI, Matt was an AVP in Equity Derivatives at Citigroup. While 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 EY, 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 graduated from Rutgers University with a Bachelor of Science degree in Accounting and a Master of Accountancy focused in Financial Accounting. He is a Certified Public Accountant in the State of New York.

Mariem is a Senior Manager at Centri Business Consulting, with over 30 years of public accounting, consulting, and private industry experience. Over the course of her public accounting career, Mariem has supported clients in several industries focusing primarily in manufacturing, technology, software, professional services, and healthcare. Mariem specializes in documenting the accounting treatment of various transactions, including revenue recognition, leasing, share-based compensation, and business combinations.  She has also served as a dedicated resource to clients with needs in the areas of process improvement and documentation, audit readiness, and financial reporting. Her experience in both public accounting and private industry also includes preparation of periodic filings with the Securities and Exchange Commission (“SEC”) including S-1, 8-K, Proxy, 10-Q, 10-K and Form 10 filings.

Prior to her time with Centri, Mariem was a Manager of Accounting Advisory Services at CBIZ where she was the local “office champion” for assisting clients in the adoption of ASC 606 and ASC 842.  This role entailed educating staff and clients on recent FASB developments, developing office-wide adoption plans and client project plans, monitoring engagement economics, developing and facilitating tools used in the assessments, and performing the analysis and documenting conclusions.

Prior to her consulting career at CBIZ, Mariem transitioned from various controller positions in private industry to auditing in regional and national public accounting firms.

Mariem received a Bachelor of Arts degree in Business Administration from the University of Central Florida in 1989 and received her CPA designation in the State of Florida in 2003.  She is an active member of the Florida Institute of CPAs, chairing and or participating in various committees, including the Women’s Leadership Committee, the CFO and Controller Conference Committee, and the University of South Florida Conference Committee. She is also a member of the American Institute of Certified Public Accountants.

Jared joined Centri Business Consulting, LLC in November 2022 as a Manager. At Centri, he assists clients across various industries with SEC financial reporting and technical accounting research. He has over 9 years of experience in public accounting and consulting services.

Prior to joining Centri, Jared was a manager at CFGI, LLC for 4 years 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 Bachelor of Science degree in Accounting from the University of Connecticut and a Master of Accountancy degree from the University of Texas at Austin McCombs School of Business. He is a Certified Public Accountant in the State of New Jersey.

Christian joined Centri Business Consulting, LLC in July 2022 as a Senior Accountant. He has over five years of public accounting and audit experience. Christian 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, Christian was a Senior Auditor at Thomas Judy & Tucker P.A. where he worked in the assurance practice. There, he focused primarily on Construction & Real Estate, Manufacturing & Distribution, Technology, as well as non-profits and employee benefit plans. His experience included testing complex audit areas, risk assessment, and preparation of financial statements. Earlier in his career, he also spent time at Vestal & Wiler CPAs as an assurance staff, primarily working on audit engagements for privately held companies.

Christian graduated from Florida State University with a Bachelor of Science degree in Accounting and Finance. He is a Certified Public Accountant in the States of North Carolina and Florida.

Steve is a Manager at Centri Business Consulting, LLC. He has two years of public accounting experience serving mainly private clients. Additionally, Steve has two years of industry experience serving a Fortune 500 public company.

Prior to joining Centri, Steve was a Financial Reporting Analyst at AmerisourceBergen, where he assisted in the preparation of the company’s SEC filings. He also served as a project team member for the company’s implementation of the new lease accounting standard, ASC 842. Prior to his time with AmerisourceBergen, Steve spent two years in the Assurance practice for Ernst & Young serving private companies in the manufacturing and technology sectors.

Steve received a Bachelor of Science degree in accounting from Penn State University in 2016. He is a Certified Public Accountant in the state of Pennsylvania.

Kylie joined Centri Business Consulting, LLC as an Experienced Associate in November 2021. She has over two years of public accounting experience. Kylie 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, Kylie was an Experienced Associate at PricewaterhouseCoopers in the core assurance audit practice. Kylie primarily served public clients in the consumer markets & industrial products sector, assisting with SEC filings. Her role encompassed 10-Q reviews, 10-Ks, S-4s, S-1 S-4s, Pro Formas, earnings releases, and testing many in-scope audit areas. She also has experience with testing internal controls in relation to the COSO framework and SOX Compliance.

Kylie graduated Magna Cum Laude from The College of New Jersey in 2019 with a Bachelor of Science in Accounting and a minor in Spanish.

Taylor joined Centri Business Consulting, LLC in March 2021. Taylor has over two years of public accounting and audit experience.

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 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 Bachelor of Science degree in Accounting in 2017 and a Master’s degree in Accounting in 2018 from The Pennsylvania State University. Taylor is actively pursuing her CISA license.

Brian joined Centri Business Consulting, LLC in September 2020 as part of the Valuation team. As an analyst, Brian assists with the preparation of valuations of business entities and intangible assets, purchase price allocations, and financial analysis and research. In addition, he assists in analyzing competitive industry dynamics and financial conditions of peer companies.

Prior to joining 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 graduated with a Bachelor of Science degree in Finance from the Alfred Lerner College of Business at the University of Delaware in 2019.

Claudio joined Centri Business Consulting, LLC in May 2022. He has over 4 years of public and private accounting and consulting experience. At Centri, he assists clients across various industries with SEC financial reporting and technical accounting research.

Prior to his time with Centri, Claudio ran his own practice for over a year where he provided small business consulting, virtual CFO services, bookkeeping, audit support, tax, and financial planning services. Before starting his own practice, Claudio was a Senior at Deloitte & Touché LLP where he worked on large public SEC engagements across a variety of industries. His experience includes ASC 606 and ASC 842 adoption, internal controls, and other audit services.

Claudio received a Bachelor of Science degree in Accounting and a Master of Business Administration degree with a Finance concentration from Adelphi University. He is a member of the American Institute of Certified Public Accountants.

Gabrielle joined Centri Business Consulting, LLC in December 2022 as a Senior Accountant within the Accounting Advisory practice, focusing on Financial Reporting. She has over 3 years of public accounting experience.

Prior to joining 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 Bachelor of Science degree in Accounting and a Bachelor of Science Degree 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.

Travis joined Centri Business Consulting, LLC in January 2022 as a Senior Accountant. He has over 5 years of public and industry accounting experience. At Centri, Travis supports clients across several industries and focuses primarily on financial reporting for biotechnology companies. Travis specializes in supporting clients looking to streamline and automate various processes and controls.

Proir to joining Centri, Travis was a senior at KPMG US, LLP, where he worked on several private and public audit engagements for clients in various industries, primarily focusing on financial services. He also worked for John Hancock Life Insurance Company and assisted with internal controls, process risks, and internal audits for their annuity products.

Travis received his Bachelor of Science as a double major in Finance and Accounting from the University of Texas at Dallas in 2015. He is active within several non-profit and not-for-profit charities in the Greater Boston area.

Hannah joined Centri Business Consulting, LLC in August 2022 as a Senior Manager. Hannah has over 7 years of public and private accounting experience. At Centri, she supports clients with financial reporting and technical accounting.

Prior to her time at Centri, Hannah has worked for EY, 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, as well as lease accounting.

Hannah graduated Summa Cum Laude from the University of Massachusetts Amherst with a Bachelor of Business Administration degree in Accounting. She is a Certified Public Accountant in the state of Massachusetts.

Shelby joined Centri Business Consulting, LLC in July 2022 as an Associate in the Financial Reporting practice. She supports clients across multiple industries and assists them with their financial reporting requirements, technical accounting research, and pre-audit support preparation.

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

Shelby received a Bachelor of Accounting degree from Western Governors University in 2020 and a Master of Business Administration degree 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 joined Centri Business Consulting, LLC in May 2022 and has over five and a half years of public accounting experience. At Centri, he assists clients across various industries with SEC financial reporting and technical accounting research.

Prior to joining Centri, Joe began his career as an Assurance Manager at EY. 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 Bachelor of Science degree in Accounting from Rider University in 2015. He is an active CPA and member of the American Institute of Certified Public Accountants (AICPA), the Pennsylvania Institute of Certified Public Accountants (PICPA), and the New Jersey Society of Certified Public Accountants (NJCPA).

Nate joined Centri Business Consulting, LLC 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 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 Bachelor of Science and a Master’s degree in Accounting from the Pennsylvania State University in May 2016. He is a Certified Public Accountant in the state of Pennsylvania.