Our National Office Team

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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