Katie is an accounting professional with over six years of experience in public accounting. Prior to joining The Siegfried Group, Katie worked in public accounting where she specialized in external financial statement and compliance audits of the retail, manufacturing, healthcare, architecture/engineering, biotechnology/pharmaceutical, and non-profit industries. She also has experience in individual, non-profit, corporate, and partnership taxation. Her core areas of expertise include percentage of completion revenue recognition, loss contingencies and reserves, and inventory testing. She is naturally interested in attaining new knowledge and improving her current skillset. Katie also has the ability to adapt quickly to new situations and thrives on professional challenges.

Associate Manager @ The Siegfried Group is a leading, national CPA firm that helps financial executives with Effective Leadership and Successful Execution. Siegfried provides Leadership Advisory and Talent Delivery services - allowing financial executives to better enhance clarity, prioritization and innovation while matching those leaders with the high-potential financial talent needed to execute initiatives. Siegfried's unique model allows the client to control the project, providing the freedom to complete the project the way the client wants it...resulting in a better, faster and more cost-effective outcome. Siegfried Professionals' unique intangibles shine as they work under the direction of the best leaders helping them with their most important work. This combination results in extreme value for our clients and our professionals...better ensuring clients are "Doing the Right Things, Right." Recent projects include: 1. Senior Finance Analyst role at a large publicly traded biotechnology company -Supported the company's annual budgeting process for select G&A cost centers and assisted cost center managers in developing their budgets and forecasts. -Executed the month end close process for select G&A cost centers within firm deadlines -Prepared monthly financial reporting packages for cost center managers 2. Audit Senior at Big Four public accounting firm -Senior auditor on retail, biotechnology, manufacturing, start-ups, and pharmaceutical companies -Responsibilities included supervising up to five staff on audit engagements -Designing a risk-based audit approach for and testing key audit areas -Managing engagements for improved efficiency, streamlining client and team communications, and meeting tight deadlines. From September 2013 to Present (2 years 4 months) Audit Senior @ -Managed the entire audit process, including developing budgets, scheduling jobs, coordinating with clients for information requests, reviewing financial statements and audit work papers, and billing. -Included audit planning, internal control documentation of key audit areas like revenue, financial reporting, and general audit procedures like reviewing and following up on attorney letters, ensuring appropriate audit documentation and thorough testing of key audit areas, and archiving audit engagements within firm established guidelines. -Served as the main client contact on jobs -Supervised staff on audit engagements -Specialized primarily in financial statement audits, overhead rate audits, 401(k) audits, and other compliance audits -Dealt with complex revenue recognition issues, including revenue recognition on long-term contracts -Reviewed the reasonableness of key assumptions in significant estimates -Prepared tax returns for closely held companies and individual shareholders -Attended formal client meetings From August 2011 to September 2013 (2 years 2 months) CPA @ -Assisted in all areas of an audit, including planning and financial statement preparation and disclosures -Supervised staff in audits, reviews and compilations -Prepared corporate, partnership, non-profit, individual, federal and state tax returns -Reviewed Form 990 tax returns -Conducted tax research on new laws and specific client issues -Compiled Medicaid and Medicare cost reports for healthcare clients -Attended client board meetings at the close of the financial statement audit From June 2007 to July 2011 (4 years 2 months) Bookkeeper/Administrative Assistant @ -Performed standard bookkeeping duties in QuickBooks, including accounts payable, accounts receivable, and preparation of profit and loss statements and expense reports for non-profit association clients -Managed client databases in Microsoft Access -Assisted in client event organization From January 2005 to January 2006 (1 year 1 month)

Master's of Science, Accounting, graduated summa cum laude with a 3.93 GPA @ University of New Hampshire From 2007 to 2008 Bachelor's, Accounting, Marketing, graduated summa cum laude with a 3.93 GPA @ University of New Hampshire From 2003 to 2007 High School Diploma, General, graduated with 4.0 GPA with honors @ O'Gorman High School From 1999 to 2003 Katie MSA is skilled in: Accounting, Corporate Tax, Auditing, Compliance Audits, Individual Tax, Tax Preparation, GAAP, CPA, Income Tax, Quality Auditing, Tax Returns