The CFO Squad

Our Advisors, Management Team and Team Members have served as Chief Financial Officers or in executive management positions of both private and publicly traded companies. They are skilled communicators focused on teaching and sharing their knowledge, experience, and expertise, which are both deep and broad, with our clients and our partners. Together we share in excess of one hundred years of experience in a multitude of industries and their related markets. We invite you to learn more about our Advisors, Management Team and Team Members by clicking on the appropriate links below.

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    Ben Kohan, CPA
    Advisor (Reorganization, Insolvency & Litigation Support)

    For the past 13 years, Ben Kohn has provided forensic accounting services in relation to bankruptcies and litigations at Eisner-Amper LLP. Specializing in the area of Reorganization, Insolvency & Litigation Support, Ben has experience in analytical support and financial protection against insolvency. Throughout his work experience, Ben has worked closely with attorneys and given numerous depositions for settlement negotiations, mediations and trials. Utilizing OCR and e-Discovery software, Ben converts voluminous paper records into searchable electronic databases offering the ability to preserve data files which can be later used to extract useful information.

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    Scott Korman
    Advisor (Investment Banker, Manufacturing Senior Executive, Turnaround Specialist)

    Mr. Korman is Chairman and Chief Executive Officer of Best Manufacturing Group LLC, the leading manufacturer and distributor of napery, service apparel, hospitality and healthcare textiles and image apparel. Previously, Mr. Korman had been an Owner and Director of Welsh Farms and its President and CEO from 1995 until its sale in July 1998 to Parmalat USA Corporation. Welsh Farms was a full service dairy, processing and distributing milk, ice cream mix and ice cream products. Mr. Korman is the founder and President of Nashone, Inc., an investment and financial advisory firm. Mr. Korman serves on the Board of Directors of many private companies.

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    JOSEPH HIMY, CPA
    Founder and Managing Director

    Mr. Joseph Himy, CPA, is an experienced Chief Financial Officer with 20 years of diversified practice in a broad range of industries and with businesses of a variety of sizes. He began his financial career with the big four accounting firm Deloitte & Touche where he was promoted to audit manager within the banking and broker dealer business unit.

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    JAMES “JAY” CARDWELL, CPA
    Chief Operating Officer

    As Chief Operating Officer at the CFO Squad, Jay Cardwell is primarily responsible for client relationships and services as well as the Company’s tax compliance division. In addition, Jay is in charge of promoting the company’s growth and development through expansion of SEC and tax compliance services, opening new CFO Squad offices, and developing new client services.

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    Erick Frim, CPA
    Partner

    With over 35 years of accounting experience including 10 years at KPMG and 13 years at EisnerAmper as an Audit Director. Erick has developed a deep technical accounting expertise. During his career, Erick has served clients in a wide range of industries including Sports, Media, and Entertainment Companies, Biotech and early-stage Pharmaceutical Companies, and high-growth technology companies. Erick is a veteran of dozens of successful public and private financings and M&A transactions. While at EisnerAmper, Erick was one of the “go-to” professionals for handling IPOs, M&A transactions as well as complex SEC and GAAP reporting requirements for publicly traded companies.
    Examples of Erick’s experience and expertise include:

    • SEC Financial Reporting & Compliance

    • Management Consulting

    • Mergers & Acquisitions

    • Financial Reporting

    • Corporate Tax Planning, Structures & Compliance

    • US Financial GAAP reporting

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    Michael Friedman, CPA
    Director, Tax Provision & Compliance

    Michael has over ten years of senior/director level experience in major corporate tax operations in ASC 740, IAS 12 and income tax compliance as well as quantification of Uncertain Tax Positions (UTP / FIN 48), plus he has an in depth understanding of all 50 State and Local Tax (SALT) concepts and approx. 75 foreign tax regimes, transfer price studies, R&D tax credit.

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    Michael Harrison, CPA, MST
    Director of Technical Accounting

    Michael Harrison started his career at a national accounting firm where he became an audit manager and lead auditor of numerous private and publicly traded companies that were heavily involved in sophisticated financing, mergers and acquisitions, and equity based accounting. He managed the full scope of audit engagements and has extensive knowledge and exposure to the common issues facing private and publicly traded companies. Most recently prior to joining The CFO Squad, Michael was Controller, CFO, and Chairman of the Audit Committee three bio-tech companies with over $100 million in revenues, where he managed a staff of 15 personnel overseeing all aspects of financial reporting and SEC compliance as well as internal managerial reporting cycles.

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    SAMUEL GRUEN
    Manager

    Sam Gruen is a dependable and motivated staff accountant at the CFO Squad. He has excellent interpersonal skills and is efficient with the work he performs. Sam assists the team with the monthly/quarterly close processes and prepares clients’ financial records in preparation fortheir reviews and audits.

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    ETAN ISRAEL, CPA
    Manager

    Etan Israel joined The CFO Squad as a Senior Accountant after working as a Senior in the audit department of a public accounting firm in New York. Etan is responsible for providing financial reporting and consulting services to public and non-public companies.

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    Jeannine Zimmerman
    President of Operation and Human Resources

    Jeannine Zimmerman joined The CFO Squad as their Vice President of Operations whereshe has the key position of reporting to management, overseeing various engagements, andsupervising staff on a daily basis. She was promoted to Vice President of Human Resourcesin December 2014 in response to the increased demand for the CFO Squads core services.

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    Bentzion Wechsler
    Senior Manager
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    Luke McPherson, CPA
    Senior Manager
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    Ari Ginsberg, CPA
    Manager
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    MATT PHELAN
    Senior Accountant

    Matthew, long-standing and trusted employee of the CFO Squad, joined the firm in November 2018. In his role as Senior Accountant, he is the middleman between his clients’ CFOs and their bookkeepers. His clients consist of private and public companies in the pharmaceutical, communications and entertainment industries as well as healthcare companies looking to go public. Matthew performs outsourced accounting duties, controls all the functions for his clients and handles the financial reporting. He specializes in IPO preparation, complex accounting transactions, data manipulation and is knowledgeable in various accounting software systems. Matthew’s previous work experience included several upper-level positions in the accounting field. Matthew is currently pursuing his CPA.
    Education:
    Master of Business Administration in Public Accounting, State University at Oswego
    Bachelors in Accounting - Minor in Economics, State University at Oswego

  • Jacqueline Girschick
    JACQUELINE GIRSCHICK, CPA
    Senior Accountant

    Jacqueline is a loyal Senior Accountant at the CFO Squad. Her role largely consists of preparing pre-IPO clients through the audit process and creating financial statements. She thrives on client relations, guiding her clients and developing great rapport with them. Jacqueline’s previous experience includes working as an Audit Senior at the mid-size accounting firms, Friedman LLP and Berdon LLP.
    Education:
    Bachelor of Science in Accounting, Concentration in Marketing, Binghamton University, State University of New York, School of Management

  • MONIKA ESCALANTE-DUCOS
    MONIKA ESCALANTE-DUCOS
    Senior Accountant
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    Patricia Giampietro
    Senior Accountant
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    Steven Bomediano
    Staff Accountant

    Steven joined the CFO Squad in 2020 and currently serves as a dedicated Staff Accountant. His role consists of performing Bookkeeping and Accounting tasks to assist the Senior Accountants. Steven is a diligent employee who conducts a myriad of tasks including, Accounts Payable reconciliation, monthly reconciliation of all bank accounts, maintaining records of financial transactions, generating reports, entering vendor bills and processing payments and assisting with audit requirements, quarterly reports and 10-Qs. Steven’s prior work experience includes working as an Auditor for Vicente T. Lao Construction, Accountant and Payroll Officer for Davao AMG Trading Center Corp. and Customer Service Representative in a Business Processing Company (BPO).
    Education:
    Bachelors of Science in Accounting Technology, Holy Cross of Davao College

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    MATTHEW CONDON, CPA, MBA
    Supervisor

    Matthew is a highly-skilled and client-centered Supervisor at the CFO Squad. He works with a variety of clients in many industries such as manufacturing and distribution, retail and bio-medical. Matthew performs consulting work on implementation of new accounting guidance such as ASC 842 and ASC 606 as well as general audit preparation. He aids companies that are seeking growth and invests much time in public filings. He creates schedules, assesses complex debt and equity and writes memos for audit preparation and guides clients through the audit process. Additionally, Matthew serves as a liaison between companies and auditors when requested. Matthew also maintains an expertise in SEC Reporting. As Supervisor, Matthew trains new employees, performs onboarding tasks, manages team members and assists with operational processes to grow the firm. Matthew previously worked as an Audit Supervisor at Marcum LLP.
    Education:
    Master of Business Administration, Accounting, Providence College
    Bachelor of Science degree in Accountancy, Minor in Finance, Providence College

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    Earl Deocares
    Accountant

    Earl is a trusted Accountant at the CFO Squad who works with public companies. Earl creates the general ledger for his clients and performs a multitude of bookkeeping tasks. He is involved in special projects involving revenue dropper and implementation of migration of QuickBooks online. Prior to joining the CFO Squad, Earl worked in several capacities for Saint Paul Consulting Group. He led a team in implementation of projects through meetings and negotiations, addressed all clients’ concerns and advised them on their financial data, utilized various Programming software and served as a Project Manager with software development.
    Education:
    Bachelor of Science degree in Accounting Technology, University of Mindanao

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    Avigayil Goldman, CPA
    Staff Accountant

    Avigayil is a dedicated Staff Accountant at the CFO Squad who specializes in Tax Accounting. Prior to joining the firm, Avigayil was employed as an accountant at a mid-size firm in New Jersey. In her role at the CFO Squad, Avigayil prepares partnership and corporate tax returns, including multi-state and foreign reporting, for a diverse range of private and public companies. She also prepares tax provision calculations along with the corresponding footnotes for SEC filings. Additionally, Avigayil prepares 1099 filings as well as Delaware Franchise returns for clients. Avigayil is detail oriented and is adept at researching and applying tax law.
    Education:
    Bachelor’s degree in Accounting, Yeshiva University, Sy Syms School of Business

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    Edward Kreger, CPA
    Senior Accountant

    Edward is a diligent Senior Accountant at the CFO Squad. His primary responsibility includes SEC Reporting for clients from multiple industries. His expertise lies in serving as an intermediary between auditors and clients. He is proficient in ProSystem FX, Microsoft Office and QuickBooks. Edward’s previous experience includes working as a Senior Accountant for RotenbergMeril. His duties there included auditing SEC filings, researching complex accounting areas, training new employees, preparing federal and state tax returns, testing the existence, valuation, and cutoff of inventory records, assessing and documenting internal controls as required by the Sarbanes-Oxley Act and many other duties.
    Education:
    Bachelor of Science in Accounting, Ramapo College of New Jersey

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    Nick Serrao
    Staff Accountant

    Nick is a hard-working and personable Staff Accountant at the CFO Squad. His role largely consists of SEC accounting and advisory work for clients from across all industries. Nick prepares financial statements, 10-Ks, 10-Qs, and he ensures his clients have all the required documentation for audits. He is well versed in reading 10-Ks and is proficient in Excel. He is experienced at utilizing programming software such as Python and C-Sharp, and acknowledges that this will be of value as the accounting field shifts from manual labor to programming tools. Prior to his employment at the CFO Squad, Nick was employed at Ernst and Young, LLP (EY) where he served in various roles throughout his tenure. Nick is CPA eligible.
    Education:
    Master of Science in Accounting, Binghamton University, State University of New York, School of Management
    Bachelor of Science in Accounting, Minor in Economics Binghamton University, State University of New York, School of Management

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    Jared Balkind
    Semi-Senior Accountant
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    Jonathan Khoury
    Semi-Senior Accountant
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    Youlary Uribe
    Senior Bookkeeper
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    Sierra Watson
    Senior Bookkeeper