Valerie Goldenberg

About Valerie Goldenberg

Effective field director dedicated to supporting leadership teams as they navigate the financial and compliance side of their organizations. Excels at identifying specific client challenges and introducing customized, functional solutions. Clearly communicates relevant service offerings, detailed project parameters, and accurate timelines. Consistently drives repeat engagements through fostering trusted partnerships with clients.

Experience

1. Field Director, CPA Services

   Sikich

   Oct 2013 — Present · Naperville, IL, US

   As Field Director at Sikich LLP, I concentrate on client needs and providing them tools that alleviate internal stress.By taking a client-centered approach, after assessing particular challenges, I am able to involve appropriate Partners to engage in customized solutions for that client. My areas of focus include: Assisting in identifying audit and tax service options that best fit client needs, timelines, and budget. Onboarding new clients, ensuring a smooth transition, reviewing back work or compliance correspondence, and communicating issues with relevant departments. Helping clients streamline accounting and tax reporting processes and establishing cost-eliminating procedures. Interfacing with client staff to provide financial statements whether they need compilations, reviewed or audited statements or an examination of internally prepared financials for tax planning purposes. Customizing outsourced day-to-day accounting functions to company\'s needs. Facilitating CRM/ERP set up, clean up, and establishing ongoing review process with monthly or quarterly adjustments and closing entries. Assisting third party stakeholders, ie shareholders, donors, bankers, attorneys, investors, and buyers in obtaining clean financial statements, amended returns, and in any other compliance matters.

Education

• Northern Illinois University

  Marketing