Aprio

Senior Manager - Assurance Services

Baker Tilly US

• Supervising, training, and mentoring managers, seniors, associates, and interns (Baker Tilly US and BTPierian/Baker Tilly Global) on engagement processes in virtual and physical environments.

• Delegate work to direct reports, including providing timely performance reviews and providing performance feedback/training.

• Oversee day-to-day operations of engagements, including preparing engagement strategies, and planning and executing the determined plan.

• Monitor the engagement team's progress against the project strategy and alter it when needed.

• Collaborate to plan engagement objectives and an engagement strategy that complies with professional standards and appropriately addresses risks.

• Actively monitor and manage engagement economics.

• Stay informed of general business/economic developments and potential impacts on clients.

• Understand the client's industry and recognize key performance drivers, business trends, and emerging technologies and industry developments.

• Anticipate and address client concerns and escalate issues as they arise.

• Develop individuals by encouraging individual team members to problem solve, provide solutions, and take responsibility for their contributions to the team.

• Develop long-term relationships and networks both internally and externally.

• Contribute to an environment where people and technology thrive together.

• Responsibility for practice area growth and strategic direction.

• Drive the delivery of services in a timely and effective way, exceeding our clients’ quality expectations.

• Understand Baker Tilly’s service lines and actively assess/present ways to apply knowledge and services.

• Contribute technical knowledge in areas of specialism (technical accounting, auditing, and consulting, including start-up and pre-IPO entities).

• Participation in the proposal process for new clients and projects.

• Develop a personal growth plan/strategy around a portfolio of potential new clients/new business.

Audit and Assurance Senior Manager - Financial Reporting | Consulting

Sikich

• Supervising, training, and mentoring managers, seniors, associates, and interns (Sikich US and Sikich India) on engagement processes in virtual and physical environments.

• Delegate work to direct reports, including providing timely performance reviews and providing performance feedback/training.

• Oversee day-to-day operations of engagements, including preparing engagement strategies, and planning and executing the determined plan.

• Monitor the engagement team's progress against the project strategy and alter it when needed.

• Collaborate to plan engagement objectives and an engagement strategy that complies with professional standards and appropriately addresses risks.

• Actively monitor and manage engagement economics.

• Stay informed of general business/economic developments and potential impacts on clients.

• Understand the client's industry and recognize key performance drivers, business trends, and emerging technologies and industry developments.

• Anticipate and address client concerns and escalate issues as they arise.

• Develop individuals by encouraging individual team members to problem solve, provide solutions, and take responsibility for their contributions to the team.

• Develop long-term relationships and networks both internally and externally.

• Contribute to an environment where people and technology thrive together.

• Responsibility for practice area growth and strategic direction.

• Drive the delivery of services in a timely and effective way, exceeding our clients’ quality expectations.

• Understand Sikich’s service lines and actively assess/present ways to apply knowledge and services.

• Contribute technical knowledge in areas of specialism (technical accounting, auditing, and consulting, including start-up and pre-IPO entities).

• Participation in the proposal process for new clients and projects.

• Develop a personal growth plan/strategy around a portfolio of potential new clients/new business.

Audit and Assurance Senior Manager - Financial Reporting | Valuation Services | Consulting

• Supervising, training, and mentoring seniors, associates, and interns (Sikich US and Sikich India) on engagement processes in virtual and physical environments.

• Delegate work to direct reports, including providing timely performance reviews and providing performance feedback/training.

• Oversee day-to-day operations of engagements, including preparing engagement strategies, and planning and executing the determined plan.

• Monitor the engagement team's progress against the project strategy and alter it when needed.

• Collaborate to plan engagement objectives and an engagement strategy that complies with professional standards and appropriately addresses risks.

• Stay informed of general business/economic developments and potential impacts on clients.

• Understand the client's industry and recognize key performance drivers, business trends, and emerging technologies and industry developments.

• Anticipate and address client concerns and escalate issues as they arise.

• Develop individuals by encouraging individual team members to problem solve, provide solutions, and take responsibility for their contributions to the team.

• Develop long-term relationships and networks both internally and externally, including working to generate new business opportunities.

• Understand Sikich’s service lines and actively assess/present ways to apply knowledge and services.

• Participation in the proposal process for new clients and projects.

• Creation, maintenance, and defense of valuation models for intangible assets as it relates to property tax appeals.

Audit and Assurance Manager - Financial Reporting | Valuation Services | Consulting

• Leader of client engagements, which include planning, executing, directing, analyzing, and completing financial (including, but not limited to audits, reviews, compilations, AUPs, and field exams) and employee benefit audits for private, for-profit entities;

• Ensuring client’s compliance with DOL/IRS standards set forth and advising management on needed actions;

• Supervising, training, and mentoring associates and interns on audit processes;

• Proactively interacting with key management to gather information, resolve problems, and make recommendations for business and process improvements;

• Assessing risks and internal controls by identifying areas of non-compliance, evaluating manual and automated financial processes, identifying process weaknesses and inefficiencies, and operational issues;

• Preparation and review of financial statements; and

• Application of GAAP.

Audit and Assurance Senior - Financial Reporting | Employee Benefit Plans

Schaffner, Knight, Minnaugh & Company, P.C.

RSM Alliance Firm

• Delegated tasks to associates and interns and detail reviewed the resulting work product;

• Intensely analyzed a company’s financial position;

• Maintained and balanced subsidiary accounts by verifying, allocating, posting reconciling transactions, resolving discrepancies, and preparing/producing a working trial balance;

• Prepared and reviewed financial statements;

• Analyzed a company's processes to make constructive recommendations for improvement based on observation and analysis; and

• Responsibilities previously conducted as an associate with a higher level of applied knowledge

Audit and Assurance Senior

• Provided audit, review, compilation, examination, agreed-upon procedure services to for-profit, private and public companies;

• Planned and executed engagements by understanding organizational objectives, structure, policies, processes, internal controls, and external regulations;

• Assessed risks and internal controls by identifying areas of non-compliance, evaluating manual and automated financial processes, identifying process weaknesses and inefficiencies, and operational issues; and

• Application of U.S. GAAP

Audit and Assurance Staff

PNC Bank

• Vault holder. Responsible for $300,000+ daily;

• Specialized in foreign transactions, including currency exchange;

• “5-star” excellence in customer service (Gallup);

• Cash variance and cash management controller; and

• Merchandising/branch purchasing agent

Banking Representative

Senior Manager and Value Architect at Baker Tilly

As a CPA with almost a decade of experience in assurance and advisory services, I bring more than just numbers to the table - I bring clarity, confidence, and a client/people-centric approach. I thrive on translating complex financial data into meaningful insights that help clients make smarter decisions and grow with purpose.

My passion lies in delivering high-touch, high-impact service. Whether I’m leading a financial statement audit, advising on strategic initiatives, or mentoring the next generation of professionals, I’m all in. I believe that great client service is built on trust, responsiveness, and a genuine desire to help others succeed.

At my core, I’m a problem-solver and a people person. I love rolling up my sleeves to help businesses navigate challenges, uncover opportunities, and build stronger financial foundations. I also play an active role in growing our firm’s assurance and advisory capabilities, because I believe the future of accounting is about more than compliance; it’s about insight and innovation.

I hold CPA licenses in both Illinois and Pennsylvania, and earned my degrees from Gannon University (B.S. in Accountancy) and the University of Notre Dame (M.S. in Finance). I’m also proud to serve on the board of the Ernest Hemingway Foundation of Oak Park, the Notre Dame Club of Chicago, and the Illinois CPA Society’s Senior Level Audit and Assurance Services Committee.

Let’s connect - whether you’re looking to collaborate, share ideas, or just "talk shop" over coffee, I'm excited to meet you!

Taplio

Alek T. Michali, MSF, CPA's Linkedin Analytics

Want to drive more opportunities from LinkedIn?

Taplio

.css-1jgreyo{background-image:linear-gradient(284deg, rgba(39,43,72,1) 0%, rgba(33,47,183,1) 100%);color:transparent;-webkit-background-clip:text;background-clip:text;}Alek T. Michali, MSF, CPA's Linkedin Analytics

Want to drive more opportunities from LinkedIn?

Alek T. Michali, MSF, CPA's Linkedin Analytics