One Team

Mike is the Chief Executive Officer & Managing Partner at Centri Business Consulting. 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 accounting and advisory firm dedicated to providing quality expertise to help businesses grow and succeed, with a focus on capital markets, transactions, and emerging growth organizations and industries.

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.

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 B.S. 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 President & Partner at Centri Business Consulting. He has more than 20 years of public and private accounting advisory experience. Gerald joined Centri in July 2012 and 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, pre-IPO, and privately-owned companies across numerous industries.

As President, 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, Gerald 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 BS-BA 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 Institutes 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 & Partner at Centri Business Consulting. He has over 35 years of public and private accounting experience, serving public and privately-owned companies. He joined Centri in October 2016 and 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 IPOs as well as private placements.

Prior to his time with Centri, 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 B.S. in Accounting from The University of Delaware in 1978 and is a Certified Public Accountant. He is a past member (1983-2021) of both the American Institute of Certified Public Accountants and the Pennsylvania Institute of Certified Public Accountants.

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 BS-BA 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 the Chief Revenue Officer & Partner at Centri Business Consulting. He is the leader of the firm’s SEC Financial Reporting and Capital Markets Practice and 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 joined Centri in 2015 and 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.

Prior to his time with Centri, 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 a BS-BA with a concentration in Accounting from Drexel University in Philadelphia, PA. He is a Certified Public Accountant in Pennsylvania.

Kristen is the Chief People Officer (CPO) & Partner at Centri Business Consulting. She has over 20 years of experience. She joined Centri in March 2015 as a Controller, became CFO in 2018, and CPO in 2020. As CFO, she oversaw all of Centri’s finance and administrative functions to ensure reliable and accurate financial data was provided on a timely basis. In February 2023, Kristen transitioned fully to her role as CPO. As CPO, she is responsible for ensuring the firm’s core values are communicated and lived on a daily basis, as well as 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 facilitates Centri’s Path to Partner Program, manages the Mentor Program, and various team engagement projects.

Prior to her time with Centri, Kristen was a Senior Manager with Baker Tilley Virchow Krause, LLP (formally, ParenteBeard LLC) for over 8 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 3-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 B.S. in Accounting from West Chester University in 2002 and is a Certified Public Accountant. She is a member of Chief.

Christian is the Chief Financial Officer at Centri Business Consulting. He has more than 20 years of experience and is a member of the firm’s executive management team. He joined Centri in February 2023 and 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.

Prior to his time with Centri, Christian 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 Four accounting firms, including Deloitte and KPMG, in various auditing and advisory roles.

Christian received a B.S. in Accounting from Widener University in Pennsylvania and is a Certified Public Accountant.

Michael is a Partner at Centri Business Consulting and the leader of the firm’s Digital Asset Practice. He has more than 10 years of experience in the accounting treatment of various transactions, including complex debt and equity analysis, business combinations and acquisition accounting process integration. 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. 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 PwC, 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 BS-BA and a M.S. in Accounting from the University of Vermont in 2011 and 2012, respectively. He is a member of the Bitwave Partner Advisory Council, Digits Advisory Board member, and is a member of Wall Street Blockchain Alliance.

Tim is a Partner at Centri Business Consulting and is the leader of the firm’s Tax Advisory Practice. He joined Centri in July 2023. With over 20 years of public accounting and corporate tax experience, Tim specializes in tax strategy and planning, M&A, tax accounting, tax function transformation, and leadership across all stages of the corporate life cycle, from private equity to public.

Prior to his time with Centri, Tim served as the Vice President of Global Tax at Glatfelter, overseeing global tax functions encompassing tax accounting (ASC 740), U.S. federal, state, and international tax compliance (including foreign income inclusions such as GILTI and Subpart F), audit defense, mergers and acquisition planning and accounting, internal controls (SOX), process/system improvement, strategic planning, development and maintenance of Centers of Excellence, and transfer pricing planning, documentation, and defense. Tim was also on the Board of Directors for the foreign entities at Glatfelter.

Prior to his time with Glatfelter, Tim held the role of Executive Director, Head of Global Tax at PRA Health Sciences, Inc., overseeing global tax functions, such as tax accounting (ASC 740), U.S. federal and state, international tax compliance, audit defense, mergers and acquisition planning and accounting, internal controls (SOX), process/system improvement, strategic planning, and transfer pricing planning, documentation, and defense. Additionally, Tim held positions at Cree, Inc. and Ernst & Young, LLP.

Tim graduated cum laude with a B.S. in Zoology from North Carolina State University. He also received his M.S. in Business Management from North Carolina State University and his Master of Accounting degree from Kenan-Flagler Business School at the University of North Carolina at Chapel Hill. He is a certified public accountant in North Carolina.

Jerry is a Partner at Centri Business Consulting and the leader of the firm’s Valuation Practice. He has more than 20 years of valuation experience and 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 his time with 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 B.A. at Richard Stockton College and completed graduate work at the University of Pennsylvania. He is a candidate member of the American Society of Appraisers.

Curtis is a Partner at Centri Business Consulting and the leader of the firm’s Private Equity & Venture Capital Practice. He has more than 11 years of experience and has supported many clients in achieving their growth initiatives in connection with M&A, capital raising, reorganizations, and carve-outs, as well as successful liquidity events for stakeholders via IPOs, de-SPACs, reverse mergers, and other M&A transactions. Curtis joined Centri in November 2019, where he combines his strong expertise in business and intangible valuation with his knowledge of accounting to identify, address, and resolve business issues for investors and entrepreneurs.

Prior to his time with Centri, he worked with clients both nationally and internationally across a wide variety of industries, including technology, software, life sciences, manufacturing and distribution, retail/consumer goods, professional services, telecommunications, and financial services. Curtis conducted valuations for financial reporting purposes under ASC 820/805/350/360/718/842. He is experienced in valuing a wide range of complex derivatives, performing valuations for tax purposes (409A/Gift-Estate/C-S Corp.), strategic management planning (MBO, Fairness Opinions, etc.), and litigation support.

Curtis received an M.B.A. in Financial Analysis and Financial Management from the University of Colorado in 2013 and a B.B.A. in Finance and Economics from the University of Colorado in 2008. In addition to being 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 served on its Greater Philadelphia Executive Committee. He is also an active member of the Association for Corporate Growth (ACG) and the Pennsylvania Estate Planning Council (PEPC).

Tori is a Partner at Centri Business Consulting and the leader of the firm’s Accounting and Audit Readiness Practice. She has more than 11 years of experience in accounting and audit readiness services. She joined Centri in October 2016 and assists clients across several industries with a variety of financial reporting needs, including financial statement preparation, pre-audit support preparation, sell-side and buy-side due diligence, acquisition accounting process integration, accounting transformation, and technical accounting research needs, including implementation of ASC 606 and ASC 842. This includes a strong focus on clients in the technology, fintech, healthcare, private equity, life sciences, and telecommunication sectors. In addition to accounting and audit readiness services, Tori has assisted companies with accounting for complex transactions, including business combinations and debt and equity analysis.

Prior to her time with 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, worked 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 B.S. 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 is a Partner at Centri Business Consulting and the leader of the firm’s Risk & Sustainability 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 joined Centri in October 2018, where he utilizes his 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 his time with 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 in the state of Ohio.

Derek is a Partner at Centri Business Consulting and the leader of the firm’s SPAC Practice. He has more than 23 years of accounting experience in both public and private industries. He joined Centri in September 2020 and has focused on Securities and Exchange Commission (“SEC”) filings, including IPO registration statements, accounting for complex debt and equity transactions, business combination accounting, and international consolidations. Additionally, he has significant experience with international public filers in the technology, media, and telecommunications sectors, the mining industry, and merchant services, as well as experience in the cannabis industry, manufacturing, and employee benefit plans.

Prior to his time with Centri, Derek oversaw 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 its initial financial statement audits and adoption of ASC 606 while documenting the accounting for multiple debt and equity transactions, and business combinations, including downstream mergers and stock compensation plans.

Derek has held management positions at multiple Fortune 250 companies and a public gold exploration company overseeing SEC reporting and technical accounting functions. Derek began his career with Deloitte, spending 6 years in the audit and assurance practice.

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 B.S. 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.

Kevin is a Partner at Centri Business Consulting and the leader of the firm’s Cannabis Practice. He has more than 10 years of public accounting and consulting experience. He joined Centri in December 2014 and has supported clients in several industries, focusing primarily on cannabis, life sciences, technology, software, and mining. Kevin specializes in supporting clients by 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 and publicly traded companies, where he helped guide various clients through the financial reporting process of going public via a reverse merger.

Kevin received a B.S. 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.

Joe is a Partner at Centri Business Consulting, LLC and is the leader of the firm’s Technology. He has more than 16 years of consulting and public accounting experience. He joined Centri in September 2021 and has worked with public and private companies of all sizes in a variety of industries, including technology, software, pharmaceutical and life sciences, medical devices, healthcare, and retail.

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 time 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 B.S. in Accounting from St. John Fisher College, New York, graduating summa cum laude. 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, leader of the firm’s Life Sciences Practice & Raleigh Market Leader. He has more than 25 years of public and private accounting experience. He joined Centri in July 2018, and throughout his career, has worked with public, privately held, and private equity portfolio entities, ranging from pre-IPO entrepreneurial startups to large public multinational corporations assisting, collectively from an audit, consultative and internal perspective, while supporting a multitude of financial accounting advisory, financial reporting and internal control issues and transactions.

Prior to his time with Centri, Ryan was an Audit Partner at BDO USA, LLP for 12 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). Ryan was also 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 received a B.B.A. 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 and the 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, 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 his time with Centri, Blake was an Audit Partner at BDO USA, LLP. He participated in the firm’s Technology and Life Sciences Industry Groups, driving profitable growth there.

Blake received a B.B.A. in Accounting from King’s College in 2004 and is a Certified Public Accountant. He is a member of the AICPA and the New York, New Jersey, and Pennsylvania State Societies of Certified Public Accountants.

Jerry is a Senior Advisor at Centri Business Consulting. He 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.

Prior to his time with Centri, 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 B.S. in Accounting from St. Joseph’s University and is a Certified Public Accountant.

Melissa is the Vice President of Human Capital at Centri Business Consulting. She has more than 23 years of experience in Human Resources, working for both private and public companies. She joined Centri in September 2019, where she develops best-in-class standards for cultivating talent and employee benefits programs at Centri, working cross-functionally with the leadership teams to achieve Centri’s overall objectives. She oversees all day-to-day activities for the human resources department, including talent acquisition, the employee lifecycle, employee engagement, and compliance.

Prior to her time with 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 BS-BA with a concentration in Human Resource Management from Shippensburg University. She is also a Certified Professional in Human Resources.

Amanda is the Vice President of Marketing at Centri Business Consulting. She joined Centri in August 2019 and 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 her time with 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 B.A. in Communications with a concentration in Public Relations from Shippensburg University in 1998.

Frank is a Senior Director at Centri Business Consulting in the firm’s Tax Advisory Practice.  He joined Centri in November 2023.  He has over 40 years of experience guiding domestic and international companies in forward-thinking, transparent tax planning to create more efficient and sustainable business entities. Over the course of his career, he has supported clients across the manufacturing, wholesale, retail distribution, energy, and technology industries on cross-border tax structuring, data-driven tax rate consulting, acquisition and post-integration planning, and regulatory compliance.

Prior to his time with Centri, Frank led KPMG’s elite national team of 52 Senior Lead Tax Partners, supporting the firm’s most strategic Fortune 250 clients. As the team lead, Frank expanded its size and revenue impact, creating a new approach to services that evolved with market trends and strengthened the firm’s brand. Considered a subject matter expert on CAMT and Pillar 2 regulations, Frank built a dedicated working group to provide technical support on this emerging area of need. He further elevated KPMG as a tax thought leader by providing guidance for the firm’s Chief Tax Officer exchange focused on sharing best practices among Fortune 10 to 250 businesses.

Frank began his career at KPMG focused on international tax before being promoted to Partner in the firm’s Information, Communication, and Entertainment practice. During that time, he guided multiple technology companies through M&A and IPO transactions amid the dot-com boom. Frank was then promoted to Senior Lead Tax Partner in the Philadelphia practice, where he drove significant business growth, supporting global clients on matters including post-merger integration and international tax controversies and earning recognition for his outstanding service.

Whether on a local or national scale, Frank’s successful leadership is grounded in his ability to deeply understand unique market needs, adapt to new situations, and foster thoughtful and honest communication. As a result, he was selected by firm leadership to optimize the performance of KPMG tax practices in Pittsburgh and Cleveland, securing key revenue-generating clients and driving significant team growth. A respected Global Lead Partner, Frank has mentored numerous colleagues on leadership, people, technical, and client-facing skills and has spoken at numerous KPMG meetings on the skills needed to be a great lead partner.

Frank received a B.S. in Accounting from Drexel University. He is a certified public accountant in the states of New Jersey and Pennsylvania. Frank has been a frequent speaker and author on emerging tax trends. He currently serves as a Board Member for Saints Neumann Goretti High School, where he guides strategy on generating sustainable funding amid lower enrollment trends in Catholic educational institutions nationwide.

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.

Rob is a Senior Director of Quality Control at Centri Business Consulting. He has more than 40 years of public accounting and advisory experience. He joined Centri in August 2023. Throughout his career, he has served numerous private and public clients in various industries, including technology, telecommunications, life sciences, industrial markets, and consumer markets. Rob also brings deep expertise in researching and resolving complex accounting and auditing issues. At Centri, Rob 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. He 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, Rob spent 39 years with KPMG, serving clients in their Tampa, Philadelphia, and Tyson’s Corner offices. Rob 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. In addition, Rob spent 14 years in KPMG’s Department of Professional Practice in New York as a partner, where he assisted engagement teams on technical accounting and auditing issues. Rob also served as KPMG’s representative on the American Institute of Certified Public Accountants’ (AICPA) Auditing Standards Board from 2009 to 2012.

Rob received a B.S. in Accounting from the University of Florida, graduating with high honors. He is a Certified Public Accountant in Florida, New Jersey, New York, and Pennsylvania. He is a member of the AICPA and the Florida 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.

Len is a Senior Director of Quality Control at Centri Business Consulting. He has more than 40 years of public and private finance and accounting experience. He joined Centri in August 2023 and 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. Len 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 joining Centri, Len served as Vice President, Financial Accounting and Reporting at Comcast from 2003 to 2020. In this capacity, he oversaw the company’s internal and external technical accounting and financial reporting and supported the corporate financial planning and analysis function.

Prior to joining Comcast, Len was a partner with PricewaterhouseCoopers LLP (PwC), serving clients in the firm’s Technology, Info-Com, and Entertainment Industry Group. He spent 18 years with PwC in various offices, including Washington D.C., Philadelphia, and PwC’s National Office in Florham Park, NJ.

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.

Greg Stowe is a Director in the Valuation Practice at Centri Business Consulting. He has more than 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 joined Centri in September 2020 and 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 his time with 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 B.S. in Petroleum Land Management from the University of Oklahoma and an MBA in Finance from Georgia State University.

Ed is a Senior Director of Quality Control at Centri Business Consulting. He has more than 35 years of experience in technical and financial auditing in both the public and private sectors. He joined Centri in September 2023 and 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. Ed 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, Ed led the commercial audit practice at KPMG for New England and upstate New York from 2000 to 2020. In this capacity, he oversaw more than 100 professionals and had responsibilities extending across HR, business development, and securing new clients. Ed was selected as the lead partner for KPMG’s early-stage technology practice in the northeast, serving high-growth pre-IPO companies. Ed guided multiple businesses through years of growth as a lead audit partner, including an information technology company that completed its IPO, made multiple significant acquisitions, and is now on its way to becoming a $1B organization. Furthermore, Ed opened and was the Managing Partner of KPMG’s Cambridge Innovation Center, which provides subject matter expertise for early-stage, high-growth tech, and life science clients.

Ed received a BSBA from Bryant University in 1984. He is a former board member of KPMG’s Family for Literacy fund. He is a Certified Public Accountant in Massachusetts and Rhode Island and is a member of the American Institute of Certified Public Accountants.

Rikki is the Director of Quality at Centri Business Consulting. He has more than 16 years of public and private accounting experience. He joined Centri in November 2020 and leads the firm’s quality and concurrence review program while serving as the firm’s subject matter expert for a broad range of technical accounting and financial reporting matters with an emphasis on complex financial instruments.

Prior to his time with 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 M.S. and B.S. in Accounting & Information Systems from Virginia Polytechnic Institute and State University and is a Certified Public Accountant.

Ray is a Senior Director at Centri Business Consulting. He 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 and selections, third party service provider, HR/Finance Shared Service Centers, and ERP systems implementations.

Prior to his time with 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 received a B.B.A. from the College of White Plains – Pace University.

Thomas is a Managing Director at Centri Business Consulting. He has more than 14 years of experience in planning and executing financial statements, internal control, and compliance audits, in addition to providing technical accounting, financial reporting, and CFO advisory services. He joined Centri in May 2022, where 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 his time with 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 B.S. in Accounting from Salisbury University and his M.B.A. 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 and the leader of the firm’s Outsourced Accounting Practice. He has more than 10 years of experience serving as a trusted adviser to entrepreneurs, startups, investors, c-suite executives, and business owners, guiding them through the complex financial landscape across the country and globe. Jeffrey’s background in consulting, accounting, and tax offers a unique skill set that adds value to clients focused on accounting, financial management, and controls.

Prior to his time with Centri, Jeffrey was a Partner at Joseph W. Bowley & Co. LLP, a small public accounting firm, and the 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 for 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 B.S. in Accounting from the Smeal College of Business and a M.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 a 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.

Erik is a Managing Director at Centri Business Consulting. He has more than 16 years of public accounting and consulting experience. He joined Centri in September 2023 and focuses on providing technical accounting research services across a variety of accounting topics. He also provides support for accounting and audit readiness, SEC reporting, and IPO readiness. Erik specializes in supporting clients by documenting the accounting treatment of various transactions, including complex debt and equity analysis, acquisition accounting, stock compensation arrangements, and accounting standards implementations. 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, Erik was a Director in the Technical Accounting Consulting Practice at RSM US LLP, focused on providing a range of technical accounting advisory services to clients, including all aspects of debt and equity financing transactions, stock compensation arrangements, business combination transactions, foreign currency and consolidation matters, and revenue recognition considerations. Prior to working in the consulting practice, he provided financial statement audit services to clients varying in maturity from early-stage companies through SEC filers, with a focus on life sciences and private equity-backed portfolio companies.

Erik received a BSBA with a concentration in accounting from Boston University in 2007. He is a member of both the American Institute of Certified Public Accounts and the Massachusetts Society of Certified Public Accountants. Additionally, he serves as the Treasurer of Charlestowndogs, Inc., a local non-profit working on behalf of dogs and dog owners in the Charlestown neighborhood of Boston.

Max is a Managing Director at Centri Business Consulting and the leader of the firm’s M&A Advisory Practice. He has more than 18 years of merger and acquisition consulting experience and provides M&A advisory services to private equity firms, venture capital firms, family offices, and strategic/corporate clients. He joined Centri in October 2022 and specializes in providing merger and acquisition advisory services for both strategic and financial buyers and sellers. Max provides value-added 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 his time with Centri, Max was a Director at RSM US LLP for 7 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 5 years of experience working with a financial services firm with a focus on high-net-worth individual/family wealth management, business consulting, and merger and acquisition consulting.

Max received a B.S. 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 Managing Director at Centri Business Consulting. He has more than 25 years of experience in providing fairness and solvency opinions in connection with going private transactions, spin-offs, related-party transactions, recapitalizations, and restructurings. He Joined Centri in March 2021, where he utilizes his skillset across a wide variety of industries, including technology, life sciences, healthcare, manufacturing, retail, professional services, and alternative energy. 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. providing a variety of valuation and opinion services for clients, both nationally and internationally

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

Charles received an M.B.A. with concentrations in Finance and Information Management from the University of Texas and a B.S. in Finance from Rider University. Charles is a CFA charter holder and a member of the CFA Society of Philadelphia, the Philadelphia Estate Planning Council, BioNJ, and the Philadelphia Alliance for Capital and Technologies.

Michael is a Managing Director at Centri Business Consulting and the leader of the firm’s Real Estate Practice. He joined Centri in June 2022 and assists 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 his time with 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 B.S. 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 is a Certified Public Accountant in both New York and New Jersey.

Katie is a Managing Director at Centri Business Consulting. She has more than 10 years of experience specializing in advising clients on the accounting treatment of various transactions including complex debt and equity transactions, business combinations and acquisition accounting, and lease accounting. She joined Centri in February 2018 and 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 assists in the preparation of pre-audit support, technical accounting research and position papers, and financial statements.

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

Katie received a B.S. 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.

Rich is a Managing Director at Centri Business Consulting and the leader of the firm’s IT Risk & Cybersecurity Practice. He has more than 14 years of combined experience in internal control consulting, IT risk, cybersecurity advisory, and risk-based internal audits and accounting. He joined Centri in February 2022 and 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 his time with 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 B.S. 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).

Bryan is a Managing Director at Centri Business Consulting. He has more than 13 years of public accounting and financial advisory experience. He joined Centri in September 2023. As a former Audit Director with experience across two of the Big 4 public accounting firms, Bryan brings a wealth of expertise to Centri.

Prior to joining Centri, Bryan most recently served as a Director at PricewaterhouseCoopers, LLP, providing assurance services in the Pharmaceuticals & Life Sciences Industry Practice for over three years. The first ten years of his career were spent working for KPMG, performing audit services for clients in a wide array of industries, including industrial manufacturing, consumer goods, agricultural, chemical, and pharma & life sciences.

Throughout his career, Bryan 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 multitude of financial accounting advisory, financial reporting and internal control issues and transactions. Bryan’s extensive background in audit methodologies, team leadership, and strategic financial insights into complex business transactions is a valuable asset to Centri and its clients.

Bryan earned a B.S. in Accounting from Seton Hall University in 2010. He is a Certified Public Accountant and a member of the American Institute of Certified Public Accountants (AICPA).

Michael is a Managing Director at Centri Business Consulting and is the leader of the firm’s Human Resources Advisory Practice. He has more than 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 his time with 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 M.S., both in Applied Psychology, from Stevens Institute of Technology, and completed his undergraduate work at Emory University.

Tonya is a Managing Director in the Tax Advisory Practice at Centri Business Consulting. She has more than 20 years of corporate tax and public accounting experience and specializes in tax accounting (ASC 740), including FIN 18, FIN 48, and purchase accounting, M&A transaction due diligence, integration, reporting, and disclosures, tax technology and tax reporting process improvement, and tax planning to maximize tax credits and optimize accounting methods. She joined Centri in October 2023, where she assists clients across various industries with their tax advisory needs.

Prior to her time with Centri, Tonya was the Global Tax Director – Accounting and Operations at International Flavors & Fragrances, Inc. (IFF), a merger of DuPont’s Nutrition & Biosciences business, overseeing global tax functions encompassing tax accounting, income tax compliance, post-merger integration and divestiture transactions, internal controls (SOX), the IRS CAP program, external PWC tax audits, and tax reporting process improvement.  Tonya was also on the Board of Directors for the domestic entities at IFF.

In addition to her public accounting experience with KPMG in tax, Tonya has held tax leadership positions with leading public multinational/national corporations, including DuPont, Syngenta, and Exelon, as well as tax advisory and consulting for Global Tax Management.

Tonya received her B.S. in Accounting with a minor in International Business from the University of Delaware. She also received her MBA with a concentration in tax from Villanova University. She was presented with the Thomson Reuters Corporate Tax: Cutting Edge Award in 2020. She is a Certified Public Accountant in the state of Pennsylvania and is a member of the American Institute of Certified Public Accountants (AICPA).

Dan is a Senior Director at Centri Business Consulting. He has more than 35 years of public and industry accounting experience, serving public and privately-owned companies with domestic and multinational operations. He joined Centri in January 2019 and 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.

Prior to his time with Centri, Dan spent most of his career in public accounting, most recently with BDO USA LLP as an Audit Partner. Prior to BDO, he spent 5 years with PwC and 13 with Ernst & Young. At BDO, he served as the Practice Office Assurance Director for the Philadelphia office, assisting the assurance team with technical accounting and financial reporting issues, the 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 BS-BA 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 Institutes of Certified Public Accountants.

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).

Karyn is a Director in the IT Risk & Cybersecurity Practice at Centri Business Consulting. She has more than 13 years of combined experience in internal IT audit and external audit support (IT controls), third-party assurance (SOC 1 and SOC 2 reporting), internal controls consulting, project management, IT risk and cybersecurity, and system implementation support. Karyn joined Centri in March 2023 and has provided risk advisory and project management services to various clients throughout several industries, including utilities, manufacturing, pharmaceuticals, life sciences, insurance, financial services, and healthcare.

Prior to her time with Centri, Karyn was a Senior Manager at Fidato Partners (now the Eliassen Group) within their Corporate Performance Management (CPM) group, where she assisted in designing and building a framework for two critical functions for the OneStream Implementation team. Karyn was responsible for building the Project Management Office (PMO) framework and the OneStream Controls and Compliance service offerings. Prior to joining the CPM team, Karyn spent 6 years on the Risk and Transformation team, providing internal control support, SOC 1 and SOC 2 readiness assessments, IT and cybersecurity risk assessments, HIPAA risk assessments, and Sarbanes-Oxley (SOX) 404 support).

Prior to joining Fidato Partners (now the Eliassen Group), Karyn spent a few years at PwC providing clients with third-party assurance (SOC 1 and SOC 2 reports), as well as financial statement audit support for the technology controls and key reports. Karyn started her career at TD Bank, NA, as an internal IT audit staff and Senior IT Auditor. Karyn performed various IT audits throughout the company, helped set up their initial SOX 404 testing database, and performed a pre-implementation audit for the Basel II reporting database.

Karyn received a B.S. in Accounting with a Minor in Management Information Systems (MIS) and a M.S. in Information Systems from Widener University. Karyn is a Certified Public Accountant (CPA), Certified Information Systems Auditor (CISA), Project Management Professional (PMP), and a Certified Fraud Examiner (CFE). Karyn is a member of the American Institute of Certified Public Accounting (AICPA), Pennsylvania Institute of Certified Public Accounting, Project Management Institute (PMI), Association of Certified Fraud Examiners (ACFE), and the Information Systems Audit and Control Association (ISACA).

Anthony is a Director at Centri Business Consulting. He has more than 9 years of experience in public accounting, private accounting, and consulting services. He joined Centri in November 2019 and assists clients across various industries, specializing 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 supporting clients with SPAC, IPO, and M&A transactions and filings with the SEC, including 8-K, S-1, S-4, F-4, 10-Q, 10-K, and associated correspondence with the SEC.

Prior to his time with Centri, Anthony was a Senior Accountant at Toll Brothers, where he performed technical accounting documentation for various company transactions. Before his role at Toll Brothers, he spent 3 years in the Assurance Practice at Ernst & Young. There, 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 received a B.S. in Accounting from Saint Joseph’s University in 2014. He is a Certified Public Accountant in the state of Pennsylvania.

Sarah is the Learning and Development Director at Centri Business Consulting. She has more than 13 years of experience in public accounting, with 7 years focused on learning & development.  She joined Centri in October 2023 and oversees the firm’s learning and development curriculum covering technical and leadership skills. This includes the design, development, and facilitation of engaging, high-quality training programs in collaboration with technical subject matter experts.

Prior to her time with Centri, Sarah was a Director in the Professional Practice Group at BDO USA, P.C. In her role, she developed, designed, and implemented the audit and accounting training curriculum for all levels of assurance professionals at BDO, including the design and facilitation of training programs spanning from group live in-person, virtual live, and self-directed eLearning courses.  Her client service experience spans the manufacturing, distribution, and service industries, as well as not-for-profit organizations. Sarah has performed audit services for privately owned companies, including audits of employee benefit plans.

Sarah received a B.S. in Accounting and Economics from King’s College in 2009 and an M.B.A. in Finance and Strategic Management from Villanova University in 2015. Sarah is actively involved in the Greater Philadelphia chapter of the Pennsylvania Institute of Certified Public Accountants. She previously served as a chapter officer on several committees and received the “2015 Young Leader: PICPA Member to Watch” recognition. She is a member of the American Institute of Certified Public Accountants. Sarah also spent time on the International Federation of Accountants’ (IFAC) International Accounting Education Standards Board (IAESB) as a Technical Advisor from 2017- 2019.

Andrew is a Corporate Controller at Centri Business Consulting. He has more than 11 years of experience in audit, corporate finance, and financial reporting for both public and private companies. He joined Centri in May 2021, where he 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.

Prior to his time with 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, he implemented new processes and procedures to enhance the HR, IT, Finance, and Treasury functions of the business. Before his role as Controller, Andrew worked 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 B.S. from Lehigh University in 2011 with a double major in Accounting and Finance. He is a Certified Public Accountant in the state of Pennsylvania.

Mike is a Director at Centri Business Consulting. He has more than 16 years of accounting, advisory, and audit experience. He joined Centri in February 2022 and 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 B.S. in Accounting from Monmouth University and a M.B.A. from Rider University. He is a Certified Public Accountant in New Jersey and a member of the New Jersey Society of CPAs.

Seamus is the National Head of Talent Acquisition at Centri Business Consulting. He has more than 15 years of talent acquisition and public accounting experience. He joined Centri in October 2021 and 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 Ernst & Young’s Federal Tax practice.

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

Sunny is a Director at Centri Business Consulting. He has more than 12 years of public and private accounting experience. He joined Centri in June 2021 and assists in overseeing outsourced accounting with start-ups and emerging growth companies, public companies in life sciences, cannabis, non-profits, and digital assets. Additionally, he supports with client budgeting, forecasting, and cash flow needs.

Prior to his time with 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 B.B.A. in Finance from Florida Atlantic University in Boca Raton, FL and a M.S. in Accounting and Taxation from Florida Gulf Coast University in Fort Myers, FL. He is a Certified Public Accountant in the State of Florida.

Richard is a Director at Centri Business Consulting. He has more than 14 years of public and private accounting experience. He joined Centri in October 2022 where he 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 his time with 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 B.B.S. 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 qualified Chartered Accountant.

Mira is a Director in the M&A Advisory Practice at Centri Business Consulting. She has more than 15 years of experience in merger and acquisition consulting, public accounting, and auditing. She joined Centri in July 2023. Throughout her career, Mira has worked with public and private companies of all sizes and various industries, including financial services, construction, manufacturing, real estate, and retail.

Mira has extensive experience supporting clients with M&A advisory, due diligence, underwriting, valuation, and financial reporting services to private equity firms, venture capital firms, family offices, and strategic/corporate clients. She was involved in advising on investment acquisitions, business combinations, property valuation and discounted cash flow modeling, debt/equity financing, and investment financial reporting. She consistently works with her clients to understand the key issues and offer practical solutions based on the client’s needs and timing.

Before her time with Centri, Mira served as a Director at KPMG LLP within the Deal Advisory Practice, specializing in financial due diligence services and assisting clients with enterprise valuation analysis, financial modeling, and deal management. She began her career in the Audit Practice at KPMG, where she provided professional audit services to large banking institutions, multinational groups in accordance with PCAOB requirements, US GAAP, and IFRS.

Mira received a B.B.A in Business Administration and a M.A. in International Economics from Saint Petersburg State University of Finance and Economics. She is a Certified Public Accountant (CPA).

Fritz is a Director at Centri Business Consulting. He 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 joined Centri in January 2014.

Prior to his time with Centri, 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 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 completed extensive graduate-level studies in accounting at the University of Colorado – Denver, received an M.B.A. from Boise State University, graduated cum laude from Wheeling College with a BS-BA in Accounting, and earned a B.S. in Botany from Ohio University. He is a Certified Public Accountant in the State of Colorado, a member of the American Society of Certified Public Accountants, and a member of the Colorado Society of Certified Public Accountants.

Ray is a Director at Centri Business Consulting. He has more than 14 years of public and private accounting experience. He joined Centri in April 2022 and since then has assisted clients across a variety of industries with accounting advisory and corporate accounting.

Prior to his time with 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 B.S. in Accounting from West Chester University in 2008. He is a Certified Public Accountant in the state of Pennsylvania and a Certified Fraud Examiner.

Matt is a Director at Centri Business Consulting. He has more than 8 years of experience in public and private accounting and consulting services. He joined Centri in April 2020 and assists clients across various industries with SEC financial reporting and technical accounting research.

Prior to his time with Centri, Matt was a manager at CFGI, LLC for 3 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. 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 Ernst & Young, 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 received a B.S. in Accounting and a Master of Accountancy focused on Financial Accounting from Rutgers University. He is a Certified Public Accountant in the State of New York.

Elad is the Director of Technology and Information Systems at Centri Business Consulting. He has more than 20 years of information technology and operational services leadership experience. He joined Centri in June 2021 where 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, and 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 his time with 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 B.S. from Walnut Hill College in Philadelphia, PA.

Jordan is a Senior Manager at Centri Business Consulting. He has more than 10 years of public accounting and consulting experience. Since joining Centri in 2021, he has supported clients in several industries, focusing primarily on digital assets, financial services, and financial technology. Jordan specializes in supporting clients with complex financial reporting requirements, pre-audit support, and technical accounting research.

Prior to his time with Centri, Jordan was a Senior Manager 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 and annual financial close and process and technology optimization.

Jordan received a B.S. 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 is an Experienced Associate at Centri Business Consulting. She has more than 4 years of experience in public accounting and audit. She joined Centri in April 2022 and supports clients across multiple industries, assisting them with their financial reporting requirements, technical accounting research, and pre-audit support preparation.

Prior to her time with Centri, Anna was an Experienced Associate at PwC within their Assurance Practice. At PwC, Anna primarily served clients in the asset and wealth management industry. She also has experience with the testing of internal controls in relation to SOX compliance. Before her role at PwC, Anna was an Audit Associate at Baker Tilly US. At Baker Tilly, she worked on the audits of various private companies within the healthcare, manufacturing, and commercial industries.

Anna graduated with a B.S. in Accounting from the University of Scranton, graduating magna cum laude. She then obtained a Master of Accountancy from the University of Scranton.

Jacob is a Senior Associate at Centri Business Consulting. He has more than 4 years of experience in public and private accounting and consulting services. He joined Centri in April 2023 and assists clients across various industries, advising clients on accounting transformations, process improvement, financial statement preparation, digital asset transactions, and M&A. Jacob also has extensive experience supporting clients who work with complex data, as well as filings with the SEC, including S-1, 10-Q, 10-K, and associated correspondence with the SEC.

Prior to his time with Centri, Jacob was a Senior Digital Asset Analyst, where he performed blockchain data analysis, technical accounting documentation, and various consulting services for companies within the digital asset industry. Jacob also spent almost three years serving in the Audit practice at KPMG. While at KPMG, he led both financial statement audits, integrated audits for large public companies filing with the SEC, and audits of privately held companies. His industry focus was primarily on companies in the technology, media, and telecom industries in New York City.

Jacob received a B.S. in Information Systems and Accounting from the University of Maryland, College Park, in 2019.

Brian is a Valuation Manager at Centri Business Consulting. He has more than 5 years of public accounting and valuation experience. He joined Centri in March 2018 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 portfolio valuations and performing valuations for IRC 409A and estate and gift tax. Additionally, Brian has 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 his time with Centri, Brian was an Associate at Ernst & Young in the Greater D.C. Metropolitan Area.

Brian received a B.S. in Accounting from Penn State University in 2016.

Anthony is a Senior Accountant at Centri Business Consulting. Anthony has more than 5 years of public accounting and audit experience. He Joined Centri in October 2021, where he assists clients across various industries with SEC and financial reporting, along with technical research.

Prior to his time with Centri, Anthony was a Senior Accountant with Santora CPA Group. As a Senior Accountant, he 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 B.S. in Accounting and Finance from the University of Delaware in 2018 and is a Certified Public Accountant.

Amber is a Senior Associate at Centri Business Consulting. She has more than 7 years of experience in risk and control management, specializing in the banking industry. She joined Centri in June 2021 and assists clients across various industries with risk advisory services, including SOX 404 implementation and testing, internal controls, and ESG.

Prior to her time with 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 B.S. 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 is a Talent Acquisition Manager at Centri Business Consulting. She has more than 8 years of recruiting experience with 3 years of accounting and finance exposure in national and international markets. She joined Centri in March 2022 and is responsible for hiring talent across multiple markets, developing innovative search strategies through effective collaboration, developing and growing external recruitment relationships, and the candidate experience while focusing on Centri’s core values.

Prior to her time with 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 by 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 received a B.A. in Communications from Widener University in Chester, PA, in May 2013.

Stuart is a Senior Accountant at Centri Business Consulting. He has more than 4 years of public accounting and audit support experience. He joined Centri in May 2022 and assists clients across several industries within the Audit and Advisory practice.

Prior to his time with 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 B.S. from the University of Delaware in 2019. He is a Certified Public Accountant in the state of Delaware.

Jared is an Experienced Associate at Centri Business Consulting. He has more than 4 years of experience in public accounting and consulting services. He joined Centri in April 2023 and assists clients across various industries with their accounting closes, preparation of financial statements, technical accounting issues, building out accounting and finance functions within the business, and IPO readiness.

Prior to his time with Centri, Jared was an experienced associate at CFO Squad, where he worked in the private sector, helping companies build out their finance and accounting functions. Jared also spent two years at Calculate as an Associate, where he prepared clients for IPOs, assisted in finalizing their financial statements, and closed their books. Before Calculate, Jared worked for PwC as an Associate within the Assurance group, where he audited clients’ financial statements within the insurance sector.

Jared received a B.S. in Accounting and Finance from Syracuse University in 2017 and a M.S. in Accounting from Syracuse University in 2018.

Erin is a Human Resources Coordinator at Centri Business Consulting. She has more than 2 years of experience in HR services. She joined Centri in June 2021, where she is responsible for assisting with several different Human Resource functions, including scheduling, benefits, payroll, onboarding new hires, and compliance.

Prior to her current role, Erin was a Human Resources Associate and Intern at Centri. She assisted the team with various projects, including candidate sourcing and data management.

Erin received a B.B.A. in Human Resource Management from Temple University in 2021..

Miguel is a Risk Assurance Senior Associate at Centri Business Consulting. He has more than 5 years of public accounting experience, focusing primarily on providing review and audit procedures for publicly traded companies and private clients within the financial services sector. At Centri, he provides advisory services to a variety of industries, with an emphasis on internal controls and compliance.

Prior to his role at Centri, Miguel served as an Assurance Supervisor at RSM US, LLP, where he performed audit and review procedures for clients in a variety of industries, including commercial banks, insurance, consumer products, agriculture, and technology.

Miguel received a B.S. in Accounting from The University of South Florida. Miguel is actively pursuing his CPA license.

Cindy is an Executive Assistant at Centri Business Consulting. She has more than 20 years of experience providing administrative support. She joined Centri in September 2021 and assists the CEO and Executive Team to drive organizational success by anticipating and fulfilling the needs of the team, allowing them to focus on strategic decision-making. She brings a wealth of knowledge and extensive research skills honed during her previous experiences as an Executive Assistant. Her diverse skillset includes anticipating needs, thinking critically, and offering solutions to problems with a high level of professionalism.

Prior to her time with 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.

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

Sam is an Operations Coordinator at Centri Business Consulting. He has more than 2 years of experience. He joined Centri in April 2022, where he 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 his time with 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 B.S. in Economics from the University of Delaware in 2017.

Katelin is a Senior Accountant at Centri Business Consulting. She has more than 5 years of corporate accounting and controller experience, specializing in the financial services banking industry. She joined Centri in September 2021 as an Experienced Associate in the Outsourced Accounting Practice.

Prior to her time with 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 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 B.S. in Accounting from The Pennsylvania State University along with a two-piece in Finance. Katelin is actively pursuing her Certified Public Accounting license.

Keylee is an Experienced Associate at Centri Business Consulting. She has over 3 years of public accounting experience. She joined Centri in September 2023 and 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, Keylee was a Senior Associate at CohnReznick in their Real Estate Practice. Kelee primarily served private clients in the affordable housing and not-for-profit sectors. Her role encompassed reviewing audits, preparing and reviewing financial statements, cost certifications, and testing many in-scope audit areas. She also has experience with compliance testing in relation to subsidized housing.

Keylee graduated with a B.S. in Accounting from the University of North Carolina at Charlotte in 2017 and a M.S. in Accounting from Gardner Webb University in 2019.

Fayek is a Valuation Manager at Centri Business Consulting. He has more than 10 years of professional experience, of which approximately 6 years are related to valuation services in a public accounting setting. Fayek has experience providing business valuations across a variety of sectors for financial and tax reporting purposes. He joined Centri in August 2023 and has assisted clients with succession and business plans, merger and acquisition transactions, strategic planning, financial modeling, and consulting for both private and public companies in the U.S. and internationally.

Prior to his time with Centri, Fayek was an Assistant Vice President in the enterprise valuation group at PNC Bank and an Assistant Vice President in the Private Equity and Leveraged Finance valuation risk and control group at Credit Suisse. He also has prior valuation experience at RSM and EY, where he performed a broad base of valuation analyses, including valuations for tax reporting and financial reporting purposes (ASC 350-20, 360, 718, 805 and 820), goodwill impairment, warrant/option valuations, purchase price allocations, and valuation of intangible assets.

Fayek received a B.B.A. in Finance and International Business from Loyola University in 2012.

Hunter is an Experienced Associate at Centri Business Consulting. He has more than 2 years of experience in financial reporting. He joined Centri in July 2022, where he 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, Hunter was an Assurance Associate at RSM US, LLP, in the firm’s Assurance Practice. He worked with several private clients, primarily in the real estate and life sciences spaces.

Hunter received a B.B.A. in Accounting and Finance from the University of Central Florida in 2020. He is currently pursuing his CPA license.

Evan is a Senior Manager at Centri Business Consulting. He has more than 11 years of public and private accounting experience. He joined Centri in December 2020 and assists clients across various industries with financial reporting, technical accounting research, preparation and review of technical accounting transactions, and financial reporting including filings S1 and S4 for public companies.

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 B.S. in Accounting from Illinois State University in 2010 and a M.S. in Accounting from Boston College in 2012. He is a Certified Public Accountant in the state of Colorado and a member of the American Institute of Certified Public Accountants.

Tamara is a Senior Analyst in the Valuation practice at Centri Business Consulting. She has over 3 years of experience. She joined Centri in September 2023 and assists clients across multiple industries with valuation services.

Prior to her time with Centri, Tamara gained valuable experience as an Experienced Associate in the Valuation-Deals team at PwC, where she helped execute business enterprise valuations, purchase price allocations (pre and post-deals), impairment tests, valuation of non-competition and non-solicitation agreements, outside-in analyses, and model diagnostics. During her tenure, she further honed her skills in financial analysis and valuation methodologies supporting clients from private and public companies across several industries.

Prior to joining PwC, Tamara worked as a Business Valuation Consultant, with a specific focus on startups. One notable joint venture she was involved with was OerthBio, a startup operating in the agricultural biotechnology industry. These experiences strengthened Tamara’s ability to assess the unique challenges and opportunities associated with early-stage companies. Tamara’s contributions to both established firms and startups highlight her versatility and commitment to the field.

Tamara graduated summa cum laude from Deree College – The American College of Greece and received a B.S. in Finance in 2019. She then received a M.S. in Financial Management with a concentration in Investment Analysis from Boston University in 2022.

Andrew is a Quality and Risk Management Associate at Centri Business Consulting. He has more than 5 years of experience in public accounting and audit and 1 year of quality and risk management experience. He joined Centri in July 2022 and assists with building out quality control processes and driving quality-related initiatives for all revenue segments within the firm.

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

Andrew received a B.S. in Mathematics from the University of North Carolina at Chapel Hill in 2013 and a M.S. in Accounting from Georgia State University. He is a Certified Public Accountant in the state of North Carolina.

John is a Manager at Centri Business Consulting. He has more than 7 years of public accounting and consulting experience. He joined Centri in November 2018 and assists clients with SEC reporting, technical research, and internal control engagements across various industries.

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

John received a B.S. 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 is a Manager at Centri Business Consulting. He has over 7 years of accounting and advisory experience. He joined Centri in May 2019 and assists clients within the firm’s M&A Transaction Advisory Practice. Additionally, Joseph has worked on SOX compliance testing programs, financial reporting requirements, ASC 606 Revenue Recognition impact assessments, and contract review procedures. He also assisted with technical accounting research, primarily in the Digital Assets and Esports industries.

Prior to his time with Centri, Joseph was a Financial Assistant at Fire Sprinkler Service Inc. During his time there, he was responsible for accounts receivables, invoices, and reviewing various financial statements.

Joseph received a B.S. in Accounting from Stockton University in 2018. He is a Certified Public Accountant in the state of Pennsylvania.

Jeff is an Experienced Valuation Associate at Centri Business Consulting. He has more than 1 year of experience in the Valuation Services Practice. He joined Centri in June 2022 and has assisted clients across various industries with enterprise valuations, ASC 842s, contingent considerations, and complex financial instrument valuations. He also has coding experience in Python and R. 

Prior to joining Centri full-time, Jeff interned with Centri’s Valuation Practice in 2022.

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

Zach is a Valuation Manager at Centri Business Consulting. He has more than 4 years of experience in valuing Complex Financial Instruments requiring Monte Carlo simulations, such as adjustable stock options and warrants, contingent consideration, convertible debt, preferred equity, and other instruments. He joined Centri in June 2019 and assists 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.

Zach has conducted valuations for financial reporting purposes under ASC 820, ASC 805, ASC 350, ASC 360, ASC 718, and IRC 409A. Additionally, he has worked with clients to build custom, proprietary spreadsheet models that can be used for financial forecasts, real estate investments, capitalization scenarios, and more.

Prior to his time with Centri, Zach worked at R.S. Abrams & Co., LLP, assisting in the audits of school districts, not-for-profits, and state and local governments.

Zach received a B.S. in both Finance and Accounting from the University of Delaware in 2019.

Sabrina is a Marketing Analyst at Centri Business Consulting. She has more than 2 years of experience in the execution of marketing, business relationship, and communications activities in support of the firm. She joined Centri in November 2021 and supports segment leaders and business relationship managers by providing market trends, prospect analyses, and industry and service line marketing information. She is responsible for information management and data cleansing within the firm’s CRM platform and tracks and reports on internal marketing analytics. Additionally, she conducts external market research for the firm and regularly tracks, reports, and analyzes sale pipelines, and assists in event preparation, marketing collateral, and promotional materials.

Sabrina received a B.S. in Business Administration and Marketing, with a double minor in Finance and Economics, from Bryant University in 2021.

Lindsey is a Senior Accountant at Centri Business Consulting. She has more than 6 years of professional accounting experience. She joined Centri in August 2021 within the Outsourced Accounting Practice, Powered by Centri, where she assists clients across 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 B.S. 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.

Lisa is the Professional Services Project Manager at Centri Business Consulting. She joined Centri in September 2023. Lisa plays a critical role in ensuring that projects are properly staffed to provide the best quality service for our clients, as well as taking the interests/skillsets of our resources into account.

Prior to her time with Centri, Lisa was the Resource Manager at RSM for the Philadelphia Market. During her time with RSM, she held various operational roles, including Assistant to the CFO, Financial Analyst, Billings and Collections, and most recently, Resource Management. As the Resource Manager, she was responsible for scheduling the accounting and auditing team to help drive the financial metrics of the Firm while ensuring the highest quality of service.

Lisa is currently working towards the completion of the Resource Management Certified Professional (RMCP) Certification, along with completing the final courses for her Bachelor’s degree from Thomas Jefferson University.

Cali is a Senior Associate at Centri Business Consulting. She has more than one year of experience in financial reporting. She joined Centri in October 2021 and supports clients across multiple industries, assisting them with their financial reporting requirements, technical accounting research, and pre-audit support preparation.

Prior to her time with Centri, Cali was a Senior Associate at RSM US, LLP, as a part of their Assurance practice. She worked for several public and private clients, primarily in the financial institution and financial services industries.

Cali received a B.B.A. in Accounting, Finance, and Business Pre-Law from Ohio University in 2019. She is currently pursuing her CPA license.

Jelliza is a Senior Associate at Centri Business Consulting. She has more than 7 years of public accounting experience with a background in external audits, primarily focusing on the financial services industry. She joined Centri in January 2022 and supports clients across multiple industries and assists them with their financial reporting.

Prior to her time with 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 B.S. in Business Administration and Financial Services from Penn State University in 2011 and an M.B.A. in Accounting from LaSalle University in 2014.

Evan is an Experienced Associate at Centri Business Consulting. He has more than 2 years of public accounting experience. He joined Centri in September 2023 and works within the SEC Financial Reporting group, advising clients on the accounting treatment for complex transactions, as well as financial statement preparation.

Prior to his time with Centri, Evan worked as an Audit Associate at KPMG. While at KPMG, he worked within the audit function, filing with SEC public registrants and privately held companies. Evan’s industry focus is primarily on companies in the technology, life sciences, sports, and consumer goods industries.

Evan received a B.S. in Accounting, minoring in Information Systems, and an MSA with a focus in Data Analytics from Loyola University, Maryland, in 2021. He is a Certified Public Accountant in the state of Pennsylvania and a member of the American Institute of Certified Public Accountants.

Anthony is an Experienced Associate at Centri Business Consulting. He has over 3 years of accounting experience. He joined Centri in January 2020 and assists clients across various industries with their financial reporting requirements, pre-audit support preparation, and technical accounting research.

Prior to his time as an Experienced Associate, Anthony was an Accounting Intern with Centri. He assisted numerous clients with different projects, including financial reporting and SOX compliance.

Anthony received a B.S. in Finance and Accounting from Rowan University. He is currently pursuing his CPA license.

Molly is a Manager at Centri Business Consulting. She has more than 6 years of public accounting experience serving clients across various industries. She joined Centri in October 2022 and specializes in supporting clients with initial audit preparation, accounting process improvement, and financial close and reporting.

Prior to her time with 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 B.S. 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 is a Senior Associate at Centri Business Consulting. He has more than 4 years of public accounting and consulting experience. He joined Centri in July 2022 and supports clients across multiple industries and assists them in a range of services, including financial statement preparation, pro-forma financial statements, stock-based compensation, debt issuance/modification, and revenue recognition.

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 B.S. 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. He has more than 4 years of experience in inventory, fixed assets, accounts payable, accrued expenses, and leases. He joined Centri in January 2022 as part of the Audit Support team, where he provides audit support, financial reporting, and technical accounting services to clients across various industries.

Prior to his time with Centri Centri, Ryan was an Assurance Associate at Ernst & Young, where he worked on several audits for public and private entities.

Ryan received a B.B.A. in Accounting from Loyola University Maryland in 2019 and a M.S. in Accounting in 2020. He is a Certified Public Accountant.

Nicole is a Senior Manager at Centri Business Consulting. She has more than 8 years of experience in providing advisory services to a variety of industries, with an emphasis on internal controls and compliance. She joined Centri in January 2023 and 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 her time with 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 B.S. in Accounting from the University of North Carolina Wilmington and a M.S. in Accounting from East Carolina University. She has her certification in Control Self-Assessment (CCSA).

Mike is a Senior Manager at Centri Business Consulting. He has more than 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. He joined Centri in February 2021 and 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 PwC, 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 BS-BA from Susquehanna University in 2007 and a M.B.A. 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).

Eddie is an Associate in the Outsourced Accounting Practice at Centri Business Consulting. He joined Centri in July 2023 and has experience with Accounts Payable, Accounts Receivable, and the month-end financial close process.

Prior to joining Centri, he worked in the corporate accounting department at Cencora.

Eddie received a B.S. in Accounting from Drexel University. He is currently pursuing his CPA license.

Liz is a Senior Associate at Centri Business Consulting. She has more than 5 years of experience in HRIS configuration, data management, and HR transformation. She joined Centri in June 2022 and assists in the HR Advisory Practice.

Prior to her time with 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 B.S. in Management from West Chester University of Pennsylvania.

Nikki is the Senior Business Relationship Manager at Centri Business Consulting. She has more than 10 years of business development experience. She joined Centri in December 2020 and is responsible for managing business development processes and creating new client relationships for the firm.

Prior to her time with 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 5 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 3 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.

Nikki received a B.S. in Government and Politics from Widener University in 2009.

Liz is an Experienced Associate at Centri Business Consulting. She has more than 3 years of public accounting experience providing assurance services. She joined Centri in September 2022, where she supports clients across multiple industries with pre-audit support preparation and assisting with their financial reporting requirements.

Prior to her time with 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 B.S. in Accounting from the University of South Florida in 2019 and a M.B.A. from Florida Gulf Coast University in 2020. Liz is actively pursuing her CPA license.

Adam is an Associate at Centri Business Consulting. He has experience in both public and governmental accounting. He joined Centri in July 2023 and assists clients across several industries with financial statement reporting and audit readiness.

Prior to joining Centri, Adam was an Associate at KPMG, where he worked for 2 years on a governmental client performing federal auditing.

Adam received a B.S. in Accounting from East Carolina University.

Patricia is a Manager at Centri Business Consulting. She has more than 6 years of public accounting experience. She joined Centri in March 2018 and 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 her time with 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 B.S. 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 is a Senior Accountant at Centri Business Consulting. She has more than 3 years of public accounting and audit experience. She joined Centri in October 2021 and supports clients across multiple industries, assisting 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 Ernst & Young 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 B.S. in accounting from Villanova University in 2019. She is actively pursuing her CPA license.

Grant is a Senior Associate at Centri Business Consulting. He has more than 3 years of public accounting and audit experience and is a part of the Financial Reporting Practice. He joined Centri in August 2021, where he supports clients across multiple industries, including 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 for 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 B.B.A. in Accounting from James Madison University in 2017 and a M.S. 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).

Parag is a Senior Associate at Centri Business Consulting. He has more than 6 years of experience in public accounting and consulting. He joined Centri in April 2023 where he assists clients in various industries with financial reporting processes and advises them on complex M&A transactions.

Prior to his time with Centri, Parag worked at KPMG as a Senior Associate in the firm’s Deal Advisory and Strategy Practice, where he performed buy- and sell-side financial due diligence on middle-market companies in the process of being bought or sold. Parag also worked for 3 years at RSM and later for 1 year at KPMG in their Audit Practices, where he performed comprehensive financial statement audits of tech, healthcare, and real estate clients with a specialization in the financial services industry.

Parag received a B.S. in Accounting from Bentley University in 2016.

Connor is a Manager at Centri Business Consulting. He has more than seven years of public accounting experience. He joined Centri in August 2021 and 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 the preparation of periodic filings with the Securities and Exchange Commission (“SEC”), including S-1, 8K, 10-Q, and 10-K filings. Additionally, he assists with DeSPAC transactions and other capital market transactions.

Prior to his time with 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 an M.B.A. in Accounting and a B.S. in Applied Accounting and Finance from Fordham University in 2013 and 2012.

Joseph is a Senior Manager at Centri Business Consulting. He has more than 11 years of experience in public and private accounting. He joined Centri in April 2023 and supports clients with financial reporting and technical accounting.

Prior to his time with Centri, Joseph worked in the assurance practice at PwC, leading both financial statement audits and integrated audits for public companies filing with the SEC and audits of privately held companies in accordance with US GAAP and GAAS standards, PCAOB, and AICPA standards, respectively. He oversaw the auditing of technical accounting and disclosure for complex transactions, such as business combinations, debt transactions, restructuring events, offering registration statements, and the adoption of new accounting standards. He also assisted in evaluating clients’ internal control procedures for both experienced and newly public companies. His focus was primarily on companies in the aerospace and defense, industrial products, and retail industries.

Joseph received a B.S. in Accounting from Rutgers University. He is a Certified Public Accountant in the State of New Jersey.

J.R. is a Senior Associate at Centri Business Consulting. He has more than 4 years of experience in both audit and industry roles. He joined Centri in June 2022 and has supported clients in several industries, focusing primarily on digital assets, financial services, and financial technology.

Prior to his time with Centri, J.R. was a Senior Accountant at EverCommerce, where he 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 B.S. and M.S. in Accounting from Georgia State University and is a Certified Public Accountant.

Zach is a Manager at Centri Business Consulting. He has more than 8 years of public accounting experience, including 4 years of private company financial reporting, other SEC work, business combinations, lease accounting, consolidations, and other technical accounting experience. He joined Centri in November 2019 and assists clients across several industries with their financial reporting, audit support, and technical accounting needs.

Prior to his time with 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 received a B.S. in Accounting from Bloomsburg University in May 2014. He is a Certified Public Accountant in the state of Pennsylvania.

Taylor is a Senior Associate at Centri Business Consulting. Taylor has 2 years of public accounting experience. She joined Centri in March of 2021, and has supported and assisted clients with technical accounting research and financial reporting.

Prior to her time with 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 B.S. 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 is a Manager at Centri Business Consulting. He has more than 6 years of public accounting experience providing assurance services for private clients. He joined Centri in September 2022 and supports clients across a variety of industries, specializing in merger and acquisition advisory services for both strategic and financial buyers and sellers. Joe 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.

Prior to his time with 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 a B.S. in both Accounting and Finance from Florida State University and his M.B.A. 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 is a Senior Associate at Centri Business Consulting. He has more than 5 years of public and private accounting experience, assisting clients with their financial reporting requirements, technical accounting research, and pre-audit support preparation. He joined Centri in June 2022, primarily working in the firm’s Financial Reporting Practice.

Prior to his time with 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 B.S. in Accounting from West Chester University of Pennsylvania in 2017. He is a Certified Public Accountant in the State of Pennsylvania.

Chris is a Senior Manager at Centri Business Consulting. He has more than 14 years of public and private accounting experience. He joined Centri in June 2022 and assists clients across various industries with SEC financial reporting and technical accounting research.

Prior to his time with 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 B.S. 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 is a Senior Marketing Manager at Centri Business Consulting. She has more than 25 years of marketing experience, primarily in the financial services industry. She joined Centri in April 2022 and assists with 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 B.S. in Marketing and Management from Millersville University. She’s also a graduate of the American Banker Association’s School of Bank Marketing and Management and the CrossState Credit Union Association’s Judge/Bradley Leadership School.

Andrew is a Senior Manager at Centri Business Consulting. He has more than 9 years of public accounting experience. He joined Centri in January 2023 and assists clients across several industries.

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

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

Sabastian is an Experienced Analyst at Centri Business Consulting. He has more than 2 years of experience in complex financial instruments, 409a valuations, and purchase price allocations. He joined Centri in June 2021 and has supported clients in a variety of industries, including life sciences, technology, software, banking, consumer services, and cannabis.

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 B.S. 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 is an Engagement & Development Manager at Centri Business Consulting. She joined Centri in September 2018 and is responsible for coordinating and executing various leadership and development programs at the firm.

Prior to her time with 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 B.S. from Fairleigh Dickinson University in Teaneck, NJ in 2011. She stayed at Fairleigh to continue her education, receiving her M.S. in 2012.

Tommy Kleinhans is a Manager at Centri Business Consulting. Tommy has more than 4 years of public accounting, accounting and audit support, accounting transformation, and acquisition accounting experience. He joined Centri in April 2022, serving private clients across a variety of industries with their financial reporting requirements, technical accounting research, and pre-audit support preparation.

Prior to his time with Centri, Tommy was a Manager at Bowman & Company, LLP. While at Bowman, he 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 B.S.B.A. in Accounting from Bloomsburg University in 2016. He is a Certified Public Accountant in the states of Pennsylvania and 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 is a Manager at Centri Business Consulting. He has more than 8 years of accounting experience, including 6 years in retail accounting and 2 years in non-profit accounting. He joined Centri in May 2022 and assists clients within the Outsourced Accounting Practice, Powered by Centri.

Prior to his time with 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. Before 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 B.S. in Accounting from the University of Pittsburgh at Greensburg in 2014. He is a Certified Public Accountant (CPA) in the State of Pennsylvania.

Ryann is a Senior Talent Acquisition Associate at Centri Business Consulting. She has more than 5 years of experience in recruiting. At Centri, Ryann focuses on hiring talent across multiple markets and service lines while focusing on Centri’s core values.

Prior to her time with Centri, she was a Senior Executive Recruiter where she specialized in accounting, finance, and human resource recruitment efforts across multiple industries in the Greater Philadelphia area. She also brings a background in healthcare recruitment and Mental Health Counseling. Ryann spent the beginning of her career working as a mental health and school counselor, working with, and supporting adolescents with behavioral disorders, as well as working with young adults on career counseling.

Ryann received a B.A. from The Catholic University of America and a M.S. in Clinical Counseling from La Salle University.

Paige is a Senior Talent Acquisition Manager at Centri Business Consulting. She has more than 20 years of human capital experience. She joined Centri in January 2023 and focuses on working cross-functionally to strategically hire talent across multiple markets.

Prior to her time with 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 and acquisitions, international, state and local).

Paige received her B.S. in Psychology from Saint Joseph’s University and her M.S. in Human Resource Management from Trinity Washington University. She holds a LinkedIn Professional Recruiter Certification.

Derek is a Talent Acquisition Manager at Centri Business Consulting. He has more than 13 years of talent acquisition and accounting experience. He joined Centri in March 2022 and assists with developing search strategies and hiring talent across multiple markets and service lines.

Prior to his time with 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 B.S. in Accounting and Finance from Philadelphia University in 2006.

Jennifer is an Experienced Associate at Centri Business Consulting. She joined Centri in July 2022 and assists clients across various industries.

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

Lindsay is a Marketing Associate at Centri Business Consulting. She has more than 8 years of marketing experience. She joined Centri in September 2022 and has supported the Centri marketing team with graphic design, assisting 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 received a B.A. in both Communication Studies and Advertising from Rowan University in 2015, graduating summa cum laude.

Ty is a Manager at Centri Business Consulting. He has more than 5 years of public accounting and consulting experience. He joined Centri in July 2021 and supports clients in several industries, focusing primarily on 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 the Exchange Commission (“SEC”), including S-1, 8-K, Proxy, 10-Q, 10-K, and Form 10 filings.

Additionally, 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 B.S. in Accounting and Finance from Rutgers University – Camden in 2016. He is a Certified Public Accountant.

Taylor is an Experienced Associate at Centri Business Consulting. She has more than 2 years of experience in public accounting. She joined Centri in August 2023 and assists clients across a variety of industries.

Prior to her time with Centri, Taylor was an Assurance Associate at RSM, where she performed basic audit procedures for several clients primarily focused on financial institutions. She also assisted in audits for companies filing with the SEC.

Taylor received a B.S. in Accounting from Susquehanna University in 2021. She is currently a candidate for the CPA in the state of Pennsylvania.

Manhar is a Senior Manager at Centri Business Consulting within the Valuation Practice. He has more than 10 years of valuation experience. He joined Centri in August 2023 and has performed business valuations for business combinations, equity interests, intangible assets, and share-based compensation arrangements in the technology, media & entertainment, telecom, and industrial sectors.

He specializes in performing valuations for management decision-making for acquisitions, joint ventures, divestitures, internal restructuring, tax and business planning, buy-outs, and allocation of purchase price for tax and financial reporting. He has conducted valuations of the securities and intangible assets of public and private corporations for ASC 805/IFRS 3, ASC 350 /360, IRC 1060, and ASC 718/IRC 409a purposes.

Prior to joining Centri, Manhar was a Senior Manager with Ernst & Young, where he provided valuation services to client companies and provided audit support in the review of a variety of third-party analyses.

Manhar earned a degree in computer engineering from Virginia Tech and holds an MBA from the University of Delhi.

Chris is a Senior Accountant at Centri Business Consulting. He has more than 3 years of experience in public accounting. He joined Centri in July 2022 and assists clients across various industries with SEC financial reporting and technical accounting research. He primarily works with clients in the digital asset industry, while also working on SOX compliance testing procedures.

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 BS-BA with a concentration in Accounting from Monmouth University in 2018.

Dave is a Manager at Centri Business Consulting. He has more than 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. He joined Centri in September 2022, where he assists with multi-year clean-up and first-time audit support, ongoing audit support for private companies, financial statement preparation for private companies, management reporting for private companies, accounting transformation, and technical accounting research.

Prior to his time with 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 B.S. in Accounting and a M.S. 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.

Isabella is an Experienced Associate at Centri Business Consulting. She has more than 4 years of experience in public accounting and individual tax preparation. She joined Centri in September 2022 and assists clients within the Digital Assets Practice. 

Prior to her time with 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 an Accounting Administrator and Assistant Bookkeeper, assisting in various accounting duties including, but not limited to, month-end and year-end closeout. 

Isabella received an M.S. in Accountancy from the University of Tampa and a B.S. 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).

Grace Ann is a Senior Associate at Centri Business Consulting. She has more than 2 years of experience in public accounting and consulting. She joined Centri in April 2023, where she specializes in advising SPAC clients across various industries with their financial reporting requirements and the preparation of periodic filings with the Securities and Exchange Commission (“SEC”), including S-1, 10-K, 10-Q, and 8-K filings.

Prior to her time with Centri, Grace Ann was an Associate at KPMG in their Accounting Advisory Practice, where she worked on IPO and SPAC transactions and prepared technical accounting memoranda. Her industry focus was primarily on companies in the consumer, retail, and technology industries.

Grace Ann received a B.S. in Management with a concentration in Accounting and a co-concentration in Managing for Social Impact and the Public Good from Boston College in 2021. She is a Certified Public Accountant in the state of Massachusetts.

Matthew is a Senior Associate at Centri Business Consulting. He has more than 4 years of public accounting and audit experience. He joined Centri in January 2023 and supports clients across multiple industries 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 PwC 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 the preparation of financial statements.

Matthew received a B.S. in both Accounting and Finance from the University of New Hampshire in 2018, graduating cum laude. He also received a M.S. in Accounting in 2019, graduating magna cum laude. Matthew is actively pursuing his CPA license.

Kevin is an Assistant Corporate Controller at Centri Business Consulting. He has more than 10 years of audit, corporate finance, and financial reporting experience for both public and private companies. He joined Centri in August 202 and helps manage corporate finance and accounting functions to ensure reliable and accurate financial data is available to the team. He is also responsible for the monthly financial reporting process and all day-to-day accounting processes and administrative functions.

Prior to his time with Centri, Kevin was the Accounting Director for a privately held business active in the technology, real estate, and mortgage industries in Marlton, NJ. While managing the day-to-day accounting functions and monthly financial reporting, Kevin implemented multiple new systems and helped establish processes and procedures to enhance the Finance, HR, and Treasury functions of the growing business.

Kevin started his career in public accounting with Sanville & Co., where he provided audit and tax services to mutual funds, partnerships, and broker dealers. He was also previously a Senior Accountant responsible for month-end close and SEC reporting as part of the accounting and financial reporting group of a publicly traded REIT.

Kevin received a BSBA from Bucknell University in 2009.

Keyur is an Experienced Associate at Centri Business Consulting. He has more than 2 years of public accounting and internal accounting experience. He joined Centri in September 2022 and 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, 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 Ernst & Young, Keyur gained valuable, real-world practice with financial accounting in accordance with applicable standards, as well as crucial client relations experience.

Keyur received a B.B.A. in Accounting and Information Systems from Boston University’s Questrom School of Business in 2020. 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 is a Senior Associate at Centri Business Consulting. He has more than 7 years of public and private accounting experience. He joined Centri in November 2018, where he assists clients across various industries with SOX 404 and internal control engagements, risk advisory services, SEC financial reporting, ASC 606, ASC 842, and technical accounting research.

Prior to his time with 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 received an M.S. in Accounting from the University of Miami and a B.B.A. with a major in Finance from Florida International University. Julian is actively pursuing his CPA license.

Caroline is an Experienced Associate at Centri Business Consulting. She has more than two years of experience in Risk Advisory Services. She joined Centri in February 2023 and assists clients across various industries.

Prior to her time with Centri, Caroline was a Consultant at Protiviti, working in their Internal Audit & Financial Advisory Practice. She worked with 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 B.S. in Finance from Florida State University in 2021.

Steve is a Senior Manager at Centri Business Consulting. He has more than 9 years of public accounting, private industry, and consulting experience. He joined Centri in September 2022 and 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 his time with 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 received a B.S. in Accounting from St. John’s High School in Shrewsbury, MA, in 2009 and the College of the Holy Cross in 2013. He is a Certified Public Accountant in the state of Massachusetts.

Matthew is a Manager at Centri Business Consulting within the Outsourced Accounting Practice. He has more than 8 years of accounting and advisory experience. He joined Centri in April 2023 and assists public Securities and Exchange Commission (SEC) clients with their accounting closes, technical accounting issues, and quarterly filings. He also provides audit support for large real estate entities and developments.

Prior to his time with Centri, Matthew was a Senior Accountant at CFO Squad, Inc., where he worked within the SEC compliance department. As a consultant in the SEC compliance department, Matt was responsible for and oversaw his clients’ financial reporting process, accounting closes, technical accounting issues, and prepared SEC financials, including 10Qs, 10Ks, and S-1’s.

Prior to CFO Squad, Inc., Matthew worked at Berdon, a certified public accounting firm located in New York, NY. There, he was a Senior Accountant in the Real Estate group, where he audited financials for large real estate companies.

Matthew received his B.S. in Public Accounting and a minor in Economics from the State University of New York at Oswego. He is currently sitting for the Certified Public Accountant (CPA) exam to be licensed as a CPA in the State of New York.

Roja is a Valuation Analyst at Centri Business Consulting. Prior to joining full-time, Roja interned with Centri in the first half of 2023. Since joining Centri, she has assisted clients in various industries with market studies, intangible asset valuations, purchase price allocations, and other financial analysis and research.

Roja received a B.S. in Psychobiology from the University of California, Los Angeles, in 2023.

Paula is a Marketing Brand Manager at Centri Business Consulting. She has over 8 years of Marketing and Communications experience. She joined Centri in January 2017 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 manages the creation of various marketing collateral for the firm.

Prior to her time with Centri, Paula was an Administrative Assistant for Hamilton Lane Advisors in Bala Cynwyd, PA. There, she supported the Client 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 and designing firm collateral, and handling communications with various clients and team members.

Prior to Hamilton Lane, 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 social media pages by composing material for their services and special events. She drafted content for external email communications and regularly updated social media platforms.

Paula received her B.S. in Communication Studies from Rowan University in Glassboro, NJ, in 2012.

Clarissa is an Experienced Associate at Centri Business Consulting. She has over one year of accounting experience. She joined Centri in January 2023 and assists clients across various industries. 

Prior to her time with Centri, Clarissa was a staff member at Ernst & Young, working in their Assurance Practice. She worked with private clients in the retail, media, and entertainment industries. She also participated in a rotation working with a client in the government and public sectors.

Clarissa received her B.S. in Accounting in 2020 and her M.S. in Forensic Accounting in 2021 from the University at Albany.

Brian is a Senior Accountant at Centri Business Consulting. He has more than two years of public accounting and audit experience. He joined Centri in December 2021 and supports clients across multiple industries with their financial reporting requirements, technical accounting research, and pre-audit support preparation.

Prior to his time with 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 and entertainment, and real estate. He also worked on audits of 401(k) plans and nonprofit organizations.

Brian received a B.B.A. in Accounting in 2018 and an M.S. in Accounting with a focus in Forensic Accounting in 2019 from UMass Amherst. He is a Certified Public Accountant in the State of Massachusetts.

Daniel is a Manager Centri Business Consulting. He has more than 14 years of accounting and advisory experience. He joined Centri in March 2022 and assists clients across multiple industries with advisory services, internal audits, internal controls, and external financial audits.

Prior to his time with Centri, Daniel worked for different companies such as KPMG, DuPont, Nutrien, Braskem, and UPL, taking on different roles in internal audit, internal controls, and external financial audit on projects throughout the South, Central, and North American regions.

Daniel received a BS-BA from the Salesian University of Sao Paulo, and a B.S. in Accounting from the Cruzeiro do Sul University in Brazil. He is a Certified Internal Auditor (CIA).

Megha Rathi is a Senior Accountant at Centri Business Consulting. She has more than 4 years of accounting and advisory experience. She joined Centri in June 2021 and assists clients across various industries with SEC financial reporting and technical accounting research.

Prior to her time with Centri, Megha was an Experienced Associate at PwC 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 received a B.S. in Accounting and minor in Management from The College of New Jersey in 2019.

Jamie is a Manager at Centri Business Consulting. She has more than 3 years of public accounting and consulting experience. She joined Centri in November 2018 and 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-CPAs, 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 B.S. in Accounting from Villanova University in 2015 and is a Certified Public Accountant.

Gabriel is a Senior Associate at Centri Business Consulting. He has more than 8 years of experience in technical accounting and financial reporting. He joined Centri in August 2023, where he plays a pivotal role in assisting clients in documenting various financial disclosures and navigating complex technical accounting processes. His expertise extends across a wide array of sectors and industries.

Prior to his time with Centri, Gabriel honed his skills and gained experience as a Senior Consultant at WilliamsMarston, where he specialized in SEC reporting guidelines. His focus on Special Purpose Acquisition Companies (SPACs), technology, and other sectors provides him with insights into these dynamic fields.

Gabriel’s career also includes a tenure in public accounting, where he worked as a Senior Associate at Friedman LLP and an Associate at Baker Tilly. In these roles, he specialized in diverse areas, including technology, manufacturing and distribution, real estate, employee benefit plans, and private equity holdings. His comprehensive experience in public accounting allowed him to develop a well-rounded skill and a deep understanding of financial auditing and assurance.

Gabriel received a BSBA from Hofstra University in 2017. His commitment to professional growth and excellence is evident through his successful completion of the CPA exam and his ongoing pursuit of additional college credit to achieve further certification.

Robert is a Senior Manager at Centri Business Consulting. He has more than 5 years of public accounting experience, specializing in commercial, residential, and developmental real estate. He joined Centri in September 2020 and within the Outsourced Accounting Practice.

Prior to his time with 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 B.S. 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 is an Experienced Associate in the M&A Advisory Practice at Centri Business Consulting. He has over 3 years of experience in public accounting and consulting. He joined Centri in June 2023 and assists clients across a variety of industries.

Prior to joining Centri, Justin was an Associate in KPMG’s Deal Advisory and Strategy Practice, where he worked on projects within Accounting Advisory Services, Financial Due Diligence, and Strategy. As an Associate in the Accounting Advisory Services group, he spent most of his time working on IPO readiness projects for clients in a variety of industries. While in the Financial Due Diligence group, he assisted clients primarily within the technology, media, and telecom (TMT) sector with buy-side and sell-side due diligence to assess the risks and opportunities of their proposed transactions. During his time in the Strategy group, he served clients predominately in the industrial manufacturing, automotive, and transportation industries and assisted with integration management and operational due diligence.

Justin graduated Magna Cum Laude with a B.S. in Accountancy and a concentration in Finance from the School of Management at Binghamton University.

Kara is a Senior Manager of Operations at Centri Business Consulting. She has more than 5 years of experience. She joined Centri in September 2018 and plays a critical role in both the day-to-day and strategic operations of the firm. Kara oversees the resource and project management processes of the firm through enhanced leverage, capacity management, and skill set alignment to drive growth and ensure that the best quality service and end-product is provided to the firm’s clients. Additionally, she collaborates with segment leaders to drive plan achievement through management capacity and shifting production, overseeing the resource management and project management processes, providing growth and profitability through enhanced leverage, and aligning the team’s skill sets to ensure a successful client delivery process.

Prior to her time with 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 B.S. in Mathematics Education from Widener University.

Bobby is an Experienced Associate at Centri Business Consulting. He has more than 4 years of audit experience in public accounting and federal audit. He joined Centri in January 2023 and his area of focus is within the Risk Advisory Services Practice.

Prior to his time with Centri, Bobby was an Associate at KPMG, where he worked on public engagements for clients in a variety of industries, including life sciences, pharmaceuticals, banking, and industrial manufacturing. His experience focused on internal controls, SOX compliance, and mergers. Before his role at KPMG, Bobby worked for the 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 B.S. in Accounting from Southern University in 2019.

Natalie is a Human Resources Generalist at Centri Business Consulting. She has more than 3 years of Human Resources experience. She joined Centri in December 2021 and is responsible for various human resource functions, including scheduling, benefits, payroll, onboarding new hires, and compliance.

Prior to her time with 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 received a B.S. in Business Management and Marketing with a minor in Pre-Law from Holy Family University. She played Division II Volleyball and graduated Magna Cum Laude as a Student/Athlete.

Kieran is a Manager at Centri Business Consulting. He has more than 8 years of public accounting and audit experience. He joined Centri in March 2021 and 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 spent time at Grassi & Co. as an assurance staff primarily working on audit engagements for financial services companies.

Kieran received a M.S. in Accounting from Siena College with and is actively pursuing his CPA.

Mariem is a Senior Manager at Centri Business Consulting. She has more than 20 years of public accounting, consulting, and private industry experience. She joined Centri in May 2021 and 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 B.A.B.A. 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 is a Manager at Centri Business Consulting. He has more than 9 years of experience in public accounting and consulting services. He joined Centri in November 2022 and assists clients across various industries with SEC financial reporting and technical accounting research. 

Prior to his time with 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 B.S. in Accounting from the University of Connecticut and a M.S. in Accountancy from the University of Texas at Austin McCombs School of Business. He is a Certified Public Accountant in the State of New Jersey.

Christian is a Senior Accountant at Centri Business Consulting. He has more than 6 years of public accounting and audit experience. He joined Centri in July 2022 and assists clients across multiple industries with their financial reporting requirements, technical accounting research, and pre-audit support preparation. Additionally, he drafts financial statements and Forms S-1, S-4, 10, 10-K, 10-Q, 8-K, and associated correspondence with the SEC.

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 and real estate, manufacturing and distribution, technology, non-profits, and employee benefit plans. His experience included testing complex audit areas, risk assessments, and the preparation of financial statements. Earlier in his career, he also spent time at Vestal & Wiler CPAs as an assurance staff member, primarily working on audit engagements for privately held companies.

Christian received a B.S. in Accounting and Finance from Florida State University. He is a Certified Public Accountant in the state of North Carolina.

Kylie is an Experienced Associate at Centri Business Consulting. She has more than 2 years of public accounting experience. She joined Centri in November 2021 and supports clients across multiple industries, assisting them with their financial reporting requirements, technical accounting research, risk assurance control testing, and pre-audit support preparation.

Prior to her time with Centri, Kylie was an Experienced Associate at PwC in the Core Assurance Audit Practice. Kylie primarily served public clients in the consumer markets and 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 received a B.S. in Accounting and a minor in Spanish from The College of New Jersey in 2019, graduating Magna Cum Laude.

Taylor is a Senior Associate at Centri Business Consulting. She has more than 6 years of public accounting and audit experience. She joined Centri in March 2021 and assists clients across various industries with SEC financial reporting, Sarbanes-Oxley (SOX) 404 Compliance, technical accounting research, and internal controls.

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 the 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 B.S. in Accounting in 2017 and a M.S. in Accounting in 2018 from Pennsylvania State University. Taylor is actively pursuing her CISA license.

Brian is a Senior Valuation Analyst at Centri Business Consulting. He has more than three years of experience in valuation services. He joined Centri in September 2020 and assists with the preparation of valuations of business entities and intangible assets, purchase price allocations, complex financial instruments, earn-outs, and financial analysis and research. In addition, he assists in analyzing competitive industry dynamics and financial conditions of peer companies.

Prior to his time with 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 received a B.S. in Finance from the Alfred Lerner College of Business at the University of Delaware in 2019.

Aleks is a Senior Associate in the Outsourced Accounting Practice at Centri Business Consulting. He has experience in both public and private accounting. He joined Centri in July 2023 and works with various clients across different industries with technical accounting, facilitating month-end close processes, and financial reports.

Prior to joining Centri, Aleks worked as a Staff Accountant at SBF CPA in St. Pete, Florida, where he worked in Consulting and Advisory Services (CAS) and audit. He worked directly with clients, providing them with controller functions and technical accounting, as well as performing standard audit procedures.

Aleks is currently enrolled at the University of Tampa, where he will be obtaining his MAcc in December. He is pursuing his CPA license.

Gabrielle is a Senior Associate at Centri Business Consulting. She has more than 4 years of public accounting experience. She joined Centri in December 2022 and assists with financial reporting within the Accounting & Advisory Practice.

Prior to her time with 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 B.S. in Accounting and a B.S. 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.

Hannah is a Senior Manager at Centri Business Consulting. She has more than 8 years of public and private accounting experience. She joined Centri in August 2022, where she supports clients with financial reporting and technical accounting.

Prior to her time at Centri, Hannah worked for Ernst & Young, 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, and done lease accounting.

Hannah received a B.B.A. in Accounting from the University of Massachusetts Amherst, graduating Summa Cum Laude. She is a Certified Public Accountant in the state of Massachusetts.

Shelby is an Associate at Centri Business Consulting. She has more than 2 years of experience in financial reporting services. She joined Centri in July 2022, where she 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, Shelby worked at a local CPA office, assisting in preparing tax returns, financial statements, and reconciliations.

Shelby received a B.S. in Accounting from Western Governors University in 2020 and an M.B.A. 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 is a Manager at Centri Business Consulting. He has more than 5 years of public accounting experience. He joined Centri in May 2022 and assists clients across various industries with financial statement preparation, SEC reporting, SPAC transactions, and technical accounting research.

Prior to his time with Centri, Joe began his career as an Assurance Manager at Ernst & Young. 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 B.S. 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).

Kevin is a Senior Manager at Centri Business Consulting within the Risk Advisory Practice. He has more than 12 years of experience in internal audit, SOX testing, and risk advisory services. He joined Centri in October 2023 and specializes in helping companies comply with SOX requirements and managing risk within their organization.

Prior to his time with Centri, Kevin was a Corporate Audit Manager at National Grid, where he managed the SOX program and performed financial, regulatory, and operational audits. He was in this role for more than 4 years.  Before his role at National Grid, he spent over 8 years combined at EY and CFGI as a Manager in Risk Advisory Services.

Kevin received a B.S. in Accounting from Utica University in 2010, a M.S. in Accounting from Syracuse University in 2011, and an MBA from D’Youville University in 2022. He is a Certified Public Accountant in the states of New York and Massachusetts. He is also a Chartered Global Management Accountant.

Andrew is an Experienced Associate at Centri Business Consulting. He has more than 4 years of public and private accounting experience. He joined Centri in September 2023 and 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, Andrew was a Senior Associate at RSM US LLP, within their Assurance Practice. His industry designation was Financial Markets, which included financial institutions, hotel management, and consumer products clients. Over that period, he served both public and private clients, gaining valuable experience with financial accounting and reporting.

Andrew received a B.S. in Finance from Endicott College in 2020 and is currently pursuing a M.A. in Accounting & Finance from Southern New Hampshire University.

Nate is a Manager at Centri Business Consulting. He has more than 5 years of public and private accounting experience. He joined Centri 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 accounting for business combinations, preparing pro forma financial statements, 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 B.S. and a M.S. in Accounting from Pennsylvania State University in May 2016. He is a Certified Public Accountant in the state of Pennsylvania.