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RFP No. 22-02-01 Professional Independent Auditing Services
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PROPOSAL FOR <br />CITY OF SUNNY ISLES BEACH, FLORIDA <br /> <br />RFP NO. 22-02-01 23 <br /> <br /> <br /> <br />ELAD LERNER, CPA <br />SUPERVISOR ASSURANCE SERVICES <br />305.995.9634 elad.lerner@marcumllp.comalp.com <br /> <br />PRACTICE FOCUS <br />Government Audits <br />Nonprofit Financial Audits <br />Federal Single Audits <br />Program-Specific Compliance Audits <br /> <br />INDUSTRY FOCUS <br />Governmental Entities <br />Nonprofit Organizations <br />Healthcare Organizations <br />401k Plans <br />Public Commercial Companies <br />EDUCATION <br />Bachelor’s Degree, <br />Accounting, <br />Florida International University <br /> <br />Master’s Degree, <br />Forensic Accounting & Business <br />Valuation, <br />Florida Atlantic University <br /> <br /> <br /> <br /> <br /> <br /> <br /> <br /> <br /> <br /> <br /> <br /> <br />*Licensed by the State of Florida <br />#AC45440 <br /> <br />Elad Lerner is a senior in the Firm’s Assurance Division. He has approximately six <br />years of experience providing accounting and auditing services for local governments, <br />nonprofit organizations, and private businesses in a variety of industries, including <br />construction and manufacturers. Mr. Lerner also provides advisory services pertaining <br />to tracing of funds, reconstruction of financial business records, and financial data <br />analytics. <br /> <br />Mr. Lerner is involved in all phases of the audit process, from planning and initial risk <br />assessment to ensuring compliance with all State and Federal laws, along with the <br />preparation of financial statements. He is client service driven and is always willing to <br />assist with auditing and financial reporting issues, including but not limited to, <br />implementation of new accounting pronouncements. <br /> <br />Mr. Lerner meets the following minimum qualifications: licensed by the <br />State of Florida as a certified public accountant in good standing, five years <br />of experience in governmental accounting and auditing, and three years of <br />supervisory experience. It is anticipated that the audit supervisor will be on‐ <br />site during the course of the engagement and actively involved in all aspects <br />of the audit. <br /> <br />Partial Listing of Clients: <br />• City of Boca Raton <br />• City of Deerfield Beach <br />• City of Hollywood <br />• City of Homestead <br />• City of Pompano Beach <br />• City of Sunrise <br />• East Central Regional Wastewater Facilities Operation Board <br />• Miami-Dade Water & Sewer Department <br />• Town of Palm Beach <br />• Village of Tequesta <br /> <br />CPE Hours (three years) <br />Government 64 <br />Other (Accounting, Auditing, <br />Technical and Behavioral) 42 <br />Total 106 <br />
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