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PUBLIC COMPANIES PRACTICE DIVISION OUR PEOPLE
Rotenberg & Co., LLP Public Companies Practice Division
Our People (Alphabetical Order)
Senior Manager
Mr. Adams joined Rotenberg & Co. in January 2005 to serve as the firm's Internal Audit and Sarbanes-Oxley Service Line Leader. He oversees most of the firm's internal audit, internal control, and Sarbanes-Oxley engagements and is responsible for ensuring that the firm is up to date on new rules, regulations and implementation guidelines pertaining to this practice area. He also has experience providing SEC assurance, litigation support and forensic accounting services.
Mr. Adams joined the firm with practical experience and project management skills for the documentation, testing, reporting, and remediation processes of Sarbanes-Oxley compliance for internal controls of a large public company with over $250 million in revenues and multiple locations in the U.S. He has worked in the fields of public accounting and finance since 1980 and has extensive background in providing financial and software solutions within the corporate environment.
Mr. Adams served for five years as Vice President of Finance for a diverse group of seven corporations in the wholesale and manufacturing industries with locations in the United Kingdom and throughout the United States . Prior to that, he served eight years as the Director of Finance of a suburban municipality near Rochester , New York . He has over ten years of experience in public accounting, having worked in a variety of industries including manufacturing, construction, retail, recreation, and governmental accounting, to name a few.
Mr. Adams received his Bachelor of Science degree in Accounting from St. John Fisher College in 1980 and he became a Certified Public Accountant in 1982. He is currently a member of the American Institute of Certified Public Accountants, the New York State Society of Certified Public Accountants, the Association of Internal Auditors, and the Association of Certified Fraud Examiners. Paul is also a Certified Government Financial Manager , past president of the Monroe County Finance Officers Association, and he has authored several articles for various business publications.
Assurance Partner
Mr. Bottini has worked in public accounting since 1984. He is responsible for managing audit and review engagements for the firm, with his primary focus on business combinations, mergers and acquisitions, and public companies subject to SEC regulations and reporting requirements. He has extensive experience working with entrepreneurs of privately held companies in both the United States and Canada , preparing for the initial registration of securities, private placement stock offerings, stock option contracts, and executive compensation agreements. Early in his career, Mr. Bottini began working with the purchase and sale of businesses, directly assisting, at that time, one of Rochester 's premier deal makers. He has acted as a senior consultant to the Resolution Trust Corporation, advising on business and loan portfolio dispositions aggregating over $4 billion in assets and spanning five states. Further, his experience includes employment as Senior Vice President of Finance at a financial institution with the responsibility of managing five departments.
Mr. Bottini has experience in a wide variety of industries including real estate, construction, mortgage banking, and retail, to name a few. In addition to consulting on business acquisitions, his experience also includes work with operational procedures pursuant to HUD, GNMA, FHLMC and institutional investor regulations. He is also credited as a contributing author on industry accounting and auditing standards.
Mr. Bottini graduated with a Bachelor of Science degree in Business Administration from the State University of New York, College at Oswego . He is a member of the American Institute of Certified Public Accountants and the New York State Society of Certified Public Accountants. He has been involved in various community organizations and has served on the Board of Directors of area non-profit organizations.
Senior Manager
Mr. Colosimo is a manager in the firm's Assurance Department who joined Rotenberg & Co. in 1999. In 2001, he relocated to Raleigh , North Carolina and acquired experience in a variety of industries at the public accounting firm of Cherry, Bekaert & Holland, LLP. He returned to Rotenberg & Co. in 2004. In addition to his responsibilities in the firm's Public Companies Practice Division, Mr. Colosimo is one of the lead auditors for the firm's employee benefit plans audits.
In addition to his work in the Public Companies Practice Division, Mr. Colosimo's background includes performing assurance services for financial institutions, not-for-profit organizations, and clients in the health care industry. He is actively involved and supervises in the preparation of financial information and reporting to regulatory agencies including the Department of Housing and Urban Development (HUD) and their real estate oversight affiliate, the Real Estate Assessment Center (REAC); the New York State Department of Health; the Department of Labor (DOL) under the Employee Retirement Income Security Act of 1974 (ERISA); and the U.S. Security and Exchange Commission.
Mr. Colosimo graduated from the John Wiley Jones School of Business at the State University of New York at Geneseo in 1999 with a Bachelor of Science degree in Accounting. He is a member of the New York State Society of Certified Public Accountants and the American Institute of Certified Public Accountants.
Assurance Partner and Partner in Charge of Operations
Mr. Englert has been with Rotenberg & Co., llp since 1981. His background and experience provide him with knowledge in all facets of auditing in a variety of industries including distribution, manufacturing, construction, high tech, health care, and retail. Mr. Englert supervises engagements of both privately held companies and publicly traded companies.
As a consultant with the firm, Mr. Englert has extensive experience in the administration of start-up companies and has a well rounded background including Information Technology and Human Resources. He often advises clients in the areas of operational and performance matters, financial and internal control systems analysis and design, succession planning, and general administrative functions.
Mr. Englert is active in the community as a member of the Finance Committee of St. Thomas Apostle Church in Irondequoit , near Rochester , New York . He is an active guest lecturer for the Small Business Administration (SBA) and SCORE programs on budgeting and cash management.
Mr. Englert received his Bachelor of Business Administration Degree from the University of Notre Dame. He is a member of the American Institute of Certified Public Accountants, the New York State Society of Certified Public Accountants, and the Estate Planning Council of Rochester.
Partner In Charge of the Public Companies Practice Division
Mr. Friedman, the assurance partner in charge of the firm's Public Companies Practice Division, has been with the firm and public accounting since 1977. His focus is on client service and he also oversees the firm's policies, procedures, and quality control systems for public company clients. He is responsible for ensuring that the firm is in compliance with the independent auditor requirements of the Sarbanes-Oxley Act and with the rules and regulations established by the U.S. Securities and Exchange Commission and the Public Company Accounting Oversight Board.
Mr. Friedman specializes in initial public offerings, registration of securities with the U.S. Securities and Exchange Commission, mergers and acquisitions, start-up and development stage businesses, companies seeking venture capital, and private placement offerings. He works closely with SEC attorneys and investment bankers on registration and periodic reporting issues for our clients. He has experience in a wide variety of industries including manufacturing, software developers, systems integrators, pharmaceuticals, multi-state and international operations, and other high tech businesses.
Mr. Friedman received his Bachelor of Science degree in Business Administration from the Rochester Institute of Technology and is a member of both the American Institute of Certified Public Accountants and New York State Society of Certified Public Accountants. He is active in the community and serves on the board of directors of several non-profit organizations.
Assurance Partner
Mr. Hinchliffe received his Bachelor of Science degree from the Rochester Institute of Technology in 1971 and has been with the firm since his completion of college. He is one of the firm's assurance partners and is responsible for overseeing audits of public company clients and many of the firm's not-for-profit clients. He is very knowledgeable in taxation as well as audit standards and advises companies and their executive management on corporate and personal tax matters.
Mr. Hinchliffe's practice niches include manufacturing, labor unions, and retail. He has experience with international sales and foreign currency transactions and translations. He has performed audits of clients' internal controls, the design of policies and procedures, and has assisted with the subsequent implementation and on-site training of accounting and financial personnel.
Mr. Hinchliffe has extensive knowledge and experience working with employee benefit plans under the Department of Labor Rules and Regulations for Reporting and Disclosure under the Employee Retirement Income Security Act of 1974 (ERISA). Mr. Hinchliffe provides consulting services and acts as an advisor to boards of several organizations regarding ERISA and the entities' employee benefit plans.
Mr. Hinchliffe is a member of the International Foundation of Employee Benefit Plans, the New York State Society of Certified Public Accountants, and the American Institute of Certified Public Accountants. He has also served as treasurer on a volunteer basis for several not-for-profit organizations. Partner, Director of Tax Department
Mr. Jacob is the partner in charge of tax services at Rotenberg & Co., llp . With over 2 decades of experience in public accounting and professional financial services, including 15 years at a leading international public accounting firm, he possesses a wealth of expertise in the areas of corporate and individual taxation. Mr. Jacob works closely with his clients to find creative solutions for their tax and business issues while ensuring that all tax compliance obligations are handled efficiently.
Prior to joining Rotenberg & Co., Mr. Jacob was Partner in Charge of Tax Services for the Rochester office of Deloitte and Touche, LLP. In this role he was responsible for the delivery of high value, proactive tax planning and compliance services to the firm's extensive client base of public and private companies, corporate officers, and high net worth individuals.
Mr. Jacob possesses a wealth of expertise in the areas of mergers and acquisitions, employee benefits, consolidated tax returns, and complex individual tax issues. He formerly led the office operations of an ultra-high net worth family, providing comprehensive tax, financial, and wealth management services to all of the family members and related entities.
Mr. Jacob is a member of the New York State Society of Certified Public Accountants, the American Institute of Certified Public Accountants, and the Estate Planning Council of Rochester. He is a former board and Crescendo committee member for the Rochester Philharmonic Orchestra. He is committed to furthering higher education, and supports local universities such as the Rochester Institute of Technology in Rochester , New York , where he earned his Bachelor of Science degree in Accounting.
Staff Accountant
Ms. Pan joined Rotenberg & Co. in 2005 and works exclusively in the firm' s Public Companies Practice Division. She performs audits of public company clients, particularly for Chinese entities with operations located in the United States , and she assists with financial statement disclosure issues and periodic SEC reporting requirements . She speaks fluently in both English and Mandarin Chinese and acts as a translator on engagements with Chinese speaking clients.
In addition to performing external audits, Ms Pan also assists in the security registration process for private companies located in the United States , Canada , and China that are preparing for initial registration with the U.S. Securities and Exchange Commission.
Ms. Pan received her Master of Science degree in accounting from the State University of New York at Binghamton in May 2005. She received her Bachelor of Arts degree in Finance from the Shanghai University of Finance and Economics in Shanghai , China in July 2000. She has passed all four parts of the CPA examination in New York State , and is awaiting CPA licensure upon fulfilling the work experience requirements.
Assurance Partner, Director of Assurance Department
Ms. Wheaton has worked in the accounting profession since 1985 when she joined Rotenberg & Co. llp . She is the partner in charge of the firm's Assurance Department, which provides audit services for public companies, proprietary enterprises, and not-for-profit entities. She oversees both the internal and external audit services provided to our clients and is responsible for general administration of the Assurance Department including education and technical training of professional staff, department operations, and the monitoring of the firm's assurance engagements for performance in accordance with professional standards.
Ms. Wheaton has experience in all facets of assurance services including audits of publicly held companies required to file reports with the U.S. Securities and Exchange Commission, employee benefit plans and ERISA engagements, governmental accounting, not-for-profit organizations, internal auditing, and companies in private industry.
Ms. Wheaton has a particular expertise in performing operational audits and in the design, documentation, and testing of accounting systems and internal controls. She has led numerous engagements in this practice niche, has assisted clients in the development of financial policies and procedures, and is the primary person in the firm responsible for training audit staff on the review of clients' internal controls.
Ms. Wheaton's expertise in public accounting is supplemented by three years of experience as the Controller of a company in private industry. This experience provided her with valuable hands-on knowledge of the issues faced in daily operations and the importance of internal controls designed to safeguard assets and promote efficient and economical uses of resources. Ms. Wheaton received her Bachelor of Arts Degree in Accounting and Business Management from Anderson College , Indiana in 1985. She is a member of the New York State Society of Certified Public Accountants and the American Institute of Certified Public Accountants. She serves as Advisor to the finance committee of Seniorsfirst in Rochester , New York .
Yu-Ming Zhu, CIA Senior Accountant
Mr. Zhu works exclusively in the firm' s Public Companies Practice Division. He joined Rotenberg & Co., in 2005 as a senior auditor. He performs audits of public company clients, particularly for Chinese entities with operations located in the United States . He also works on registration statements of private companies in the United States , Canada , and China , who are preparing for the initial registration of securities with the U.S. Securities and Exchange Commission.
Mr. Zhu is fluent in Mandarin Chinese and acts as a translator on engagements with Chinese speaking clients. He is a Certified Internal Auditor, has passed the CPA examination, and is awaiting CPA licensure upon fulfilling the New York State work experience requirement.
Mr. Zhu received his Master of Business Administration degree from the Rochester Institute of Technology and a Master of Arts degree in English from the State University of New York College at Brockport. He is an associate member of the New York State Society of Certified Public Accountants, member of the Institute of Internal Auditors , and a member of the National Asian American Society of Accountants.
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