Credit Union Accountants Inc.
Founded in 2009, Credit Union Accountants, Inc. is the credit union accounting specialist of choice, providing top caliber accounting and consultancy for federal or state chartered credit unions in New York, New Jersey, Pennsylvania and New England. As bank accountants, we specialize in accounting, consulting, supervisory audit, form 990 preparation for state chartered credit unions as well as other special projects your organization may require.
Although our corporate entity was established just 4 years ago, our accounting experience and expertise extend way beyond that. To provide a brief background on how we came to be credit union consultants, here are some words from our founder and CEO:
I am a certified public accountant and have an MBA. I have been an accountant for 40 years. I have worked for fortune 100 companies as a division accounting manager and division controller. I have been a CEO of three credit unions and a CFO for two credit unions. The largest staff I have supervised was 18 people with two branches.
I have been working with banks and credit unions for 19 years, as an auditor, consultant, tax preparer and advisor, and worked for four credit unions managing operations. While working in public accounting I have experience performing abandoned property audits for the Commonwealth of Massachusetts and corporate tax returns for a number of the banks which FDIC closed during the early 1990s. My management experience includes strategic planning and budget forecasting and management for divisions of fortune 100 firms and for credit unions.
I have managed the investment portfolios for four credit unions. I have supervised workout for a 25 million dollar printer as well as a credit union. My experience includes working extensively with regulators at NCUA and the Massachusetts division of Banks. I have also served on software conversion task forces for both industry and credit union applications. Additionally, I have served on a number of credit union committees and have served as a director of a credit union.