Summary of Experience
Jennifer has several years of experience managing Employee Benefit Plan Audits including audit of a publicly traded plan reporting under SEC guidelines. Jennifer has managed, planned and performed certified audits for benefit plans encompassing:
•Preparation of limited scope and full scope financial statements.
•Reconciliation and verification of employer and employee contributions.
•Reconciliation and verification of distributions.
•Verified loan compliance in accordance with plan documentations.
•Coordination with plan administrators for audit packages.
•Review of plan documents to ensure compliance with all applicable terms.
•Experience in running several engagements simultaneously.
•Experienced in managing large engagements with multi-staff and client interaction.
•Completed the Sarbanes-Oxley extensive training course specifically related to Risk Assessment and Control Structures
•Designated by Firm’s National A&A to perform Manager Reviews on ERISA engagements
Professional Affiliations and Credentials
•American Institute of Certified Public Accountants
•Certified Public Accountant licensed in Florida and New York
•Bachelor of Science, accounting and information systems, Queens College-City University of New York