Smart and Associates LLP
Industry: Company
DescriptionHeadquarters: Devon, Pennsylvania, PA Founded: 1995
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Smart and Associates LLP Employees
State Farm August 2013 - Present
Afni November 2006 - August 2013
In-Depth Corporation September 2003 - December 2006
Smart and Associates, LLP November 2001 - September 2003
Academic Gateway, Inc. March 2000 - March 2001
The Food Partners, LLC February 2000 - March 2001
KPMG, LLP January 1994 - February 2000
Skills
Strategy, Financial Analysis, Outsourcing, Mergers, Security, Business Strategy, Project Management, Information Security, Financial Modeling, Management, Business Development, Virtualization, Operations Management, Contract Negotiation, Budgets, Analysis, Due Diligence, Call Center, Executive Management, Vulnerability Assessment
Education
Illinois State University 2010 — 2012
MBA, Business
Northwestern University - Kellogg School of Management 1999 — 1999
Exec. Programs - Negotiation Skills
Illinois Wesleyan University 1989 — 1993
BA, Accounting & Business
Delaware Valley College January 2014 - Present
Dynasty Advisors, LLC December 2006 - Present
Dynasty Advisors, LLC December 2006 - Present
Smart and Associates, LLP February 2001 - December 2006
Lincoln Financial Advisors September 1993 - February 2001
Skills
Investments, Qualified Retirement..., Insurance, Estate Planning, Series 7, Financial Advisory, Mutual Funds, Securities, Strategic Financial..., Retirement, Retirement Planning, Small Business, IRAs, Series 6, Strategy, Portfolio Management, Wealth Management, Financial Services, Finance, Asset Management, FINRA, Series 63, Investment Strategies, Asset Allocation, Financial Planners, 401k
Education
Neshaminy High School
Saint Joseph's University
MBA, Finance
Temple University
Bachelors, Business Administration
Ciena October 2010 - Present
SSI Special Services International, LLC June 2011 - Present
NRA Certified Instructor January 2012 - Present
PricewaterhouseCoopers December 2005 - October 2010
Smart and Associates LLP 2004 - 2005
Tiffany & Co. 2003 - 2004
Kimmel Center, Inc. 2001 - 2004
Imperial Security 1998 - 2003
Rittenhouse Hotel 1998 - 2001
United States Marine Corps 1992 - 1997
Skills
Risk Assessment, Internal Audit, Auditing, Security, Sarbanes-Oxley Act, Financial Reporting, Risk Management, Internal Controls, Fraud, IT Audit, Sarbanes-Oxley, Enterprise Risk..., Governance, Due Diligence, Financial Risk, SEC filings, External Audit, Fraud Detection, Physical Security, CPA, Assurance, CISA, US GAAP, COSO, GAAP, Forensic Accounting
Education
Drexel University 1998 — 2003
B.S. Accounting
Highmark Health November 2010 - Present
Highmark December 2009 - November 2010
Deloitte Consulting, LLP June 2009 - December 2009
Deloitte Consulting May 2009 - December 2009
BearingPoint, Inc September 2007 - June 2009
BearingPoint April 2005 - May 2009
ERP Implementation February 2005 - August 2007
ERP Implementation May 2005 - July 2005
Smart and Associates, LLP June 2004 - April 2005
Smart and Associates March 2004 - February 2005
Skills
Change Management, Process Improvement, Six Sigma, Benchmarking, Organizational Design, PMO, Business Process, Organizational Change, Change Leadership, Business Process..., Program Management, Management Consulting, PMP, Business Transformation, ERP, Strategic Planning, Process Mapping, Stakeholder Management, SAP, Strategy, Business Process Mapping, Project Management, Budgets, Leadership, Project Planning, Integration, Continuous Improvement, Business Process..., Management, Consulting, Analysis, Performance Improvement, Team Leadership, Training, Coaching, Executive Coaching
Education
University of Scranton 1993 — 1995
MBA, Business Administration
Yale University - Yale School of Management 2008 — 2008
Executive Education - Leadership Skills
Cornell University 2011 — 2012
Change Leadership
Villanova University 2009 — 2010
Six Sigma / Strategic Project Management
University of Scranton 1989 — 1993
BA, Marketing
BDO USA, LLP January 2011 - Present
Smart and Associates, LLP July 2009 - December 2010
LECG Smart 2004 - June 2010
Smart & Assoc. 2004 - June 2010
Smart & Associates April 2008 - December 2009
Hayden Financial Consulting September 2001 - November 2004
Regulus Group October 2001 - October 2003
Stitch Networks November 2000 - September 2001
Bionx Implants, Inc 1998 - November 2000
Bionx Implants June 1999 - January 2000
Skills
Mergers, Financial Reporting, Accounting, Audit, Manufacturing, Compliance, SOX, Auditing, Financial Planning, SEC reporting, Due Diligence, Budgeting, Financial Analysis, Strategic Planning, Internal Controls, Non-profits, Process Improvement, Business Planning, Forecasting, Team Building, Start-ups, Financial Modeling, GAAP, Business Strategy, Internal Audit, Excel, Cash Management, Customer Relations, Cash Flow, Corporate Finance, Financial Management, Risk Management, Management Consulting, Negotiation, Problem Solving, Healthcare, Process Engineering, Financial Accounting, Construction, Restructuring, Contract Negotiation, Budgets, Managerial Finance, SEC filings, Financial Statements, Mergers & Acquisitions, Microsoft Excel, Strategic Financial..., Sarbanes-Oxley Act, Assurance
Education
King's College 1986 — 1990
Bachelor of Science Degree, Accounting
Kellogg Company February 2015 - Present
Bimbo Bakeries USA February 2013 - February 2015
Johnson & Johnson June 2012 - February 2013
Johnson & Johnson North America Pharmaceuticals June 2011 - June 2012
Johnson & Johnson Consumer Products Company June 2010 - June 2011
Johnson & Johnson Corporate Headquarters January 2010 - June 2010
Johnson & Johnson January 2008 - August 2008
Smart and Associates, LLP June 2007 - August 2007
Skills
Financial Reporting, Budgets, Financial Analysis, Forecasting, Microsoft Excel, Financial Modeling
Education
Penn State University 2005 — 2009
Accounting
Citrin Cooperman June 2012 - Present
ParenteBeard LLC 2005 - June 2012
Smart and Associates, LLP 2004 - 2005
Kroll Inc./Kroll Zolfo Cooper/Kroll Lindquist Avey 1995 - 2003
Skills
Litigation Support, Forensic Accounting, CFF, Business Interruption..., Business Interruption, Employee Dishonesty, CPA, Expert Witness, Financial Analysis, Forensic Analysis, Litigation Consulting, Fraud, Valuation, Internal Controls, Enterprise Risk..., Business Valuation, Sarbanes-Oxley Act, Auditing, Finance, Internal Audit
Education
Rutgers, The State University of New Jersey-Camden 1991 — 1992
Bachelor of Science (BS), Accounting
Pennsylvania State University 1987 — 1989
Accounting
Greenspring Consulting LLC January 2005 - Present
Integrity Consulting December 2009 - Present
Junior League of Baltimore June 2009 - May 2010
SC&H Group October 2007 - November 2009
Smart and Associates LLP January 2004 - October 2007
American Express Tax & Business Services January 1993 - December 2003
Wolpoff and Company, LLP January 1993 - September 1998
Skills
Auditing, Risk Assessment, Outsourcing, Internal Controls, SEC filings, Accounting, Financial Reporting, CPA, GAAP, Financial Analysis, Strategic Planning, Tax, Due Diligence, Internal Audit, Process Improvement, Management Consulting, Mergers & Acquisitions, Nonprofits, Finance, Analysis, Management, Sarbanes-Oxley Act, Leadership, Start-ups, Small Business, Training, Budgets
Education
Loyola University Maryland 1995 — 2000
MSF, Masters of Science in Finance
Loyola University Maryland 1987 — 1991
BBA, Accounting
Fallston High School 1983 — 1987
Tait, Weller, & Baker September 2005 - Present
Maillie, Falconiero & Company, LLP June 2003 - September 2005
Smart and Associates, LLP January 2001 - June 2003
Skills
Excel, IFRS, Auditing, Financial Reporting, Accounting, Internal Controls, Board Presentations
Education
Kutztown University of Pennsylvania 1997 — 2001
Bachelor of Science (B.S.), Accounting
Comcast Sportsnet Philadelphia March 2010 - Present
The700Level.com 2003 - Present
SportsFanLive.com October 2008 - June 2009
AOL Sports 2006 - February 2009
Gawker Media August 2008 - December 2008
Fantasy Sports Ventures May 2008 - August 2008
Accenture September 2005 - August 2007
Smart and Associates, LLP 2003 - 2005
Phelan, Hallinan, & Schmieg, LLP 1997 - 2002
Skills
Social Media, Public Relations, Blogging, Social Media Marketing, Digital Media, Media Relations, Digital Marketing, Social Networking, Email Marketing, Sponsorship, Facebook, Content Strategy, New Media, Advertising, Community Outreach, Event Management, Content Management, Journalism, Marketing Communications, Strategic Communications, Press Releases, Web Content, Sports, Online Advertising, Event Planning, Digital Strategy, Marketing, Marketing Strategy
Education
Boston College 1999 — 2003
BS, Finance and Information Systems
The George Washington University - School of Business 2007 — 2009
MBA, Marketing & Sports Management
Smart and Associates, LLP March 2004 - October 2005
Accenture August 2001 - January 2004
Education
Pennsylvania State University - Main Campus 1997 — 2001
Bachelor of Science, Management Science & Information Systems (MS&IS)
CSL Behring December 2014 - Present
Teva Pharmaceuticals June 2010 - December 2014
KPMG June 2004 - May 2010
Smart and Associates, LLP January 2003 - June 2004
Dorney Park & Wildwater Kingdom 2001 - 2001
Skills
Internal Audit, Sarbanes-Oxley Act, Auditing
Education
Kutztown University of Pennsylvania 1998 — 2002
BS, Accounting
QVC January 2014 - Present
Dollar Financial Group August 2012 - January 2014
KPMG LLP August 2008 - July 2012
Ashton Tweed January 2008 - August 2008
Times Two May 2005 - July 2008
KPMG June 2007 - August 2007
Smart and Associates LLP January 2006 - February 2006
Skills
IDEA (CAAT tool), ACL, Microsoft Access, Microsoft Excel, Microsoft Office, Outlook, Microsoft Powerpoint, Internet, Internal Audit, External Audit, IRMeA, SOC1, SOC2, SAS70, SOX 404, SOX Compliancy, IT Audit, Sarbanes-Oxley, PowerPoint, Access
Education
University of Delaware - Lerner College of Business and Economics 2004 — 2008
B.S., Accounting & MIS
Brown Taxes, LLC January 2006 - Present
Silpada Designs Independent Representative 2007 - 2011
Smart and Associates, LLP 2003 - 2006
Strategis Asset Valuation and Management 1999 - 2003
DuCharme, McMillen & Associates 1987 - 2000
Brown and Associates 1990 - 1999
Skills
Income Tax, Tax Research, Tax, Tax Accounting, Accounting, Property Tax, Tax Law, Financial Reporting, Use Tax, Sales Tax, Tax Advisory, Corporate Tax, CPA, Tax Returns, Indirect Taxation
Education
Illinois State University 1974 — 1978
BS, Accounting
Illinois State University 1974 — 1978
BS, Accounting
Your Part-Time Controller, LLC October 2012 - Present
E. Cohen and Company, CPAs December 2008 - October 2012
SMART Business Advisory and Consulting January 2008 - November 2008
Dollar Financial Group May 2007 - January 2008
Smart and Associates, LLP January 2006 - August 2006
Skills
Auditing, QuickBooks, Microsoft Office, Accounting, Financial Accounting, Financial Audits, Financial Reporting, Financial Analysis, Non-profits, Accounts Payable, Account Reconciliation, Accruals, Budgets, Finance, Corporate Tax, Tax Preparation, Nonprofits
Education
Philadelphia University 2003 — 2007
Bachelor of Science
KPMG March 2013 - Present
University of Chicago Medical Center September 2011 - September 2012
Fragomen, Del Rey, Bernsen & Loewy March 2008 - June 2011
Deloitte Consulting October 2005 - March 2008
Smart and Associates, LLP June 2004 - June 2005
Uniqema April 2002 - April 2004
PricewaterhouseCoopers, LLP December 1994 - September 2001
Westpac Banking Corporation August 1989 - October 1994
Columbian Advertising 1987 - 1989
Skills
Administrative..., Microsoft Excel, Employee Relations, Inventory Management, Visio, Process Improvement, Legal Writing, Office Management, Teamwork, Microsoft Office, Management, Healthcare, PowerPoint, Accounts Payable, Invoicing, Access, QuickBooks, Research, System Administration, Data Entry, Project Management, Microsoft Word, Social Media, Payroll, Software Documentation, Outlook, Process Scheduler, Customer Service, Human Resources, Lotus Notes, Travel Arrangements, PeopleSoft, Administration, Budgets, Policy, Administrative...
Education
DePaul University 1987 — 1989
Business Administration
Robert Morris College 1981 — 1982
Secretarial Certification, Business Administration and Management, General
Graduate of Queen of Peace High School 1976 — 1980
Diploma, General Studies
Heil Trailer International / Private Equity June 2014 - Present
Amsted Rail Inc January 2011 - December 2013
Rock-Tenn Company September 2008 - December 2010
Hillis-Carnes Engineering Associates, Inc. April 2007 - September 2008
Smart and Associates LLP December 2003 - April 2007
McGladrey July 2000 - November 2003
Skills
Financial Analysis, Continuous Improvement, Manufacturing, Financial Reporting, Lean Manufacturing, Strategic Planning, Process Improvement, Six Sigma, Forecasting, Auditing, SAP, Communication, Vision, Futuristic, Leadership Development, Business Planning, Internal Audit, Corporate Finance, Strategic Vision, Management, Strategic Financial..., International Business, International Joint..., US GAAP, Consolidated Financial..., International Reporting, Complex Project..., Analytical Skills, Financial Risk, New Business Development, Working Capital..., Inventory Management, Cost Control, Industrial Engineering
Education
McDaniel College 1996 — 2000
Bachelor's Degree, Business Administration and Political Science