Smart and Associates LLP

Industry: Company

Description

Headquarters: Devon, Pennsylvania, PA Founded: 1995

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Smart and Associates LLP Employees

Employee
Years
Job
Industry
Jason C. Hayek Jason C. Hayek Greater Chicago Area Details
Jason C. Hayek's Smart and Associates LLP Experience November 2001 - September 2003
Job State Farm, Bank Information Security
Industry Financial Services
Experience
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

William Bud James, MBA, CFP®, CLU, ChFC, AIF® William Bud James, MBA, CFP®, CLU, ChFC, AIF® Doylestown, Pennsylvania Details
William Bud James, MBA, CFP®, CLU, ChFC, AIF®'s Smart and Associates LLP Experience February 2001 - December 2006
Job Managing Director Partner at Dynasty Advisors, LLC
Industry Financial Services
Experience
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

Rocco Imperatrice, CPA, CFE Rocco Imperatrice, CPA, CFE Baltimore, Maryland Area Details
Rocco Imperatrice, CPA, CFE's Smart and Associates LLP Experience 2004 - 2005
Job Senior Manager, Global Internal Audit at Ciena
Industry Accounting
Experience
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

Chris Lunney, MBA, PMP Chris Lunney, MBA, PMP Harrisburg, Pennsylvania Area Details
Chris Lunney, MBA, PMP's Smart and Associates LLP Experience June 2004 - April 2005
Job Change Execution Director at Highmark Health
Industry Insurance
Experience
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

Jim Hayden Jim Hayden Baltimore, Maryland Area Details
Jim Hayden's Smart and Associates LLP Experience July 2009 - December 2010
Job Assurance Partner at BDO USA, LLP
Industry Accounting
Experience
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

Jane McGinnis Jane McGinnis Williamsport, Pennsylvania Details
Jane McGinnis's Smart and Associates LLP Experience June 2007 - August 2007
Job Sr. Financial Analyst, Kellogg Company
Industry Food Production
Experience
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

Colleen Vallen Colleen Vallen Greater Philadelphia Area Details
Colleen Vallen's Smart and Associates LLP Experience 2004 - 2005
Job Partner at Citrin Cooperman | Forensic and Valuation Services | Litigation Support | CPA | CFF
Industry Accounting
Experience
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

Stephanie Bartal Lubitz, CPA, MSF Stephanie Bartal Lubitz, CPA, MSF Baltimore, Maryland Area Details
Stephanie Bartal Lubitz, CPA, MSF's Smart and Associates LLP Experience January 2004 - October 2007
Job Director
Industry Accounting
Experience
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

Ken Badasarian Ken Badasarian Greater Philadelphia Area Details
Ken Badasarian's Smart and Associates LLP Experience January 2001 - June 2003
Job Audit Manager at Tait, Weller, & Baker
Industry Accounting
Experience
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

Enrico Jr. Campitelli Enrico Jr. Campitelli Greater Philadelphia Area Details
Enrico Jr. Campitelli's Smart and Associates LLP Experience 2003 - 2005
Job Philly Sports and New Media
Industry Sports
Experience
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

Naina Michaud Naina Michaud Greater Los Angeles Area Details
Naina Michaud's Smart and Associates LLP Experience March 2004 - October 2005
Job Actress/Model
Industry Entertainment
Experience
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)

Eric Lorah Eric Lorah Greater Philadelphia Area Details
Eric Lorah's Smart and Associates LLP Experience January 2003 - June 2004
Job Senior Manager US Tax Compliance at CSL Behring
Industry Accounting
Experience
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

Ashley Sparano, CISA Ashley Sparano, CISA Greater Philadelphia Area Details
Ashley Sparano, CISA's Smart and Associates LLP Experience January 2006 - February 2006
Job Sr. IT Auditor at QVC
Industry Accounting
Experience
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

Susan Nelson-Brown Susan Nelson-Brown Dallas/Fort Worth Area Details
Susan Nelson-Brown's Smart and Associates LLP Experience 2003 - 2006
Job Director at Brown Taxes, LLC
Industry Accounting
Experience
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

Esther Mensah-Sullivan Esther Mensah-Sullivan Washington D.C. Metro Area Details
Esther Mensah-Sullivan's Smart and Associates LLP Experience January 2006 - August 2006
Job The Nonprofit Accounting Specialists
Industry Accounting
Experience
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

Margret Plank Margret Plank Chicago, Illinois Details
Margret Plank's Smart and Associates LLP Experience June 2004 - June 2005
Job KPMG
Industry Computer & Network Security
Experience
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

Sergey Fayvusovich Sergey Fayvusovich Athens, Tennessee Details
Sergey Fayvusovich's Smart and Associates LLP Experience December 2003 - April 2007
Job Finance Strategist and Visionary
Industry Transportation/Trucking/Railroad
Experience
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

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