STAY AHEAD
Parkview Risk Advisors
A division of Parkview Enterprises LLC,
slehrer
About Us
THE FOUNDER
Steve Y. Lehrer, CPA, CGMA - Owner & Managing Member
Steve brings 25 years of experience gained from the Big 4, national and regional
accounting firms. His skill sets are rooted in financial audit, accounting & reporting, internal audit, regulatory compliance, process re-engineering, enterprise risk management, and Sarbanes-Oxley compliance.
He has provided financial and operational solutions to mid-sized companies as well as fortune 100 companies. Steve has worked with clients that were both domestic and international, publicly traded and privately held. His experience includes industries such as insurance, retail, biotechnology, financial services, entertainment, technology, manufacturing and distribution, healthcare, and racing / wagering.
Steve is a proactive thought leader and lecturer on topics such as Sarbanes-Oxley, Internal Controls and Corporate Governance. His specialty is identifying high risk areas and providing financial, operational and best practice solutions.
Steve received a Bachelor of Science degree with a major in Accounting from the City University of New York. He is also a licensed Certified Public Accountant in New York.
Uday M. Gulvadi -CPA, CIA, CISA, CAMS - Co-Founder and Consulting Director
Uday is a Co-founder and Consulting Director at Parkview Risk Advisors and formerly held leadership positions as a Partner and a Director in premier regional accounting firms in their Internal Audit and Risk Management practice groups. Uday has significant international experience in governance, enterprise risk assessments, internal audit, Sarbanes-Oxley Section 404 consulting and business process improvements.
During his career spanning about 25 years, he has advised companies in the manufacturing, distribution, healthcare, technology and service sector. Besides these he has worked closely with the banking and financial services industry, including hedge funds, family offices, private equity funds, investment and retail banking, mortgage banking, mutual funds, and broker-dealers. He also has considerable experience assessing information technology risks and controls and has led engagements in systems audit, documenting and testing IT procedures and controls, application audits, security policy documentation and testing.
Uday is a Certified Public Accountant, Certified Internal Auditor, Certified Information Systems Auditor and a qualified Chartered Accountant (equivalent to CPA) from the Institute of Chartered Accountants of India, New Delhi. In addition, Uday has a Bachelor's degree with a major in Accounting from the University of Mumbai (Bombay), India. He has been a speaker on topics related to Corporate Governance, Internal Controls and Risk Management at various conferences internationally.
Janet L Oberstein, CPA, MBA, CFE, CITP, CGMA - Director
Janet’s career spans over 25 years in finance and accounting, public and private sector. Applying her skills to various industries, her experience includes publicly traded and privately held companies, REITs, technology, telecommunications, staffing, not-for-profit, healthcare, e-commerce, insurance and government. Her skill set includes financial and operational audits, Sarbanes-Oxley compliance, enterprise risk management, internal audit, internal controls evaluation, best practices policies, business process improvements, fraud investigations, quality assurance and treasury cash investment management.
A “hands on” professional, she has been described as energetic, ethical and passionate about providing an excellent final product for her clients. Whether leading the engagement or performing the work, a commitment to tackling the assignment in a logical and productive manner is of high importance.
Janet has a BS in Business Administration from the State University of New York at Buffalo, and a MBA in Corporate Financial Management and an Advanced Professional Certificate in Public Accounting both from Pace University. She is licensed as a CPA with additional certifications of CFE, CITP and CGMA. She is a member of the AICPA, NYSSCPA and ACFE. Also, she is a member of various NYSSCPA Committees (CFO, Litigation, and Anti-Money Laundering & Counter Terrorist Financing) and a Board of Director of the NYSSCPA Manhattan/Bronx Chapter.
Bobbie L. Sheils -CPA, CFE, CAMS, CSAR, CFCS - Owner - Sheils Consulting LLC
Bobbie has over 25 years of experience, including New York City Police Department (Detective, retired), public accounting and private sector. A highly accomplished professional, she has an expansive understanding of the end-to-end financial crimes process and complex fraud and money laundering schemes, as well as domestic and international fraud and illegal white collar activities including embezzlement, misappropriation of funds and Ponzi-schemes. In addition, she is experienced in reviewing and analyzing large volumes of material tracing sources and usage of funds that resulted in forfeiture and prosecution.
Bobbi also specializes in conducting finanical, Fraud and AML investigations, SAR/STR review process, and Quality Assurance reviews of programs and procedures, asset tracing, forensic accounting and anti-money laundering investigations across public and private sectors, focusing on leading stragic Fraud and Anti-money Laundering efforts for her clients. She has lead BSA AML investigations for retail and correspondent banking related to US and Latin America. She performs Fraud Vulnerablity Studies, assessing programs risk and fraud penetration levels through various aspects of controls within fraud programs, enabling clients to be pro-active in their fight agains Fraud and Money Laundering crimes. She has experience across the financial services sector, as well as pharmaceutical sector
Bobbie is a Certified Public Accountant, and holds her CFE, CAMS, CFCS and CSAR credentials. She earned an Accounting Degree from Ramapo College of New Jersey, and is a member of the NY State Society of CPAs, NYPD Detective’s Endowment Association, ACFCS, ACAMS, ACFE groups.
John M. Vittoria - MBA, CPA, CMA, CGMA – Director, CFO Services
John has over 25 years experience as a finance leader managing the finance and accounting functions. He partners with and advises CEOs in making broad business decisions, and offers the Board of Directors sophisticated financial analysis and reporting.
A hands on executive, John's expertise includes assuming the responsiblity for the overall strategic and operational direction of the company’s financial reporting, SOX, tax, insurance, budget, treasury, accounting, cost accounting, inventory/supply chain management, due diligence, ERP sysytem implementation and integration, IT and HR departments.
John received a Bachelor of Arts degree with a major in Public accounting from Pace University - Lubin School of Business. He is a licensed CPA, CMA, and CGMA, and is a member of the AICPA, NYSSCPA, IMA and SOX Institute.
Barry J Schwartz - Consultant, Internal Audit and SOX
Barry has over 25 years of experience gained in the manufacturing, consumer product, software, healthcare and financial services industries. His skill sets include internal audit, regulatory compliance, end to end Sarbanes Oxley, general accounting, manufacturing and cost accounting.
He has provided financial and operational solutions to small and mid-sized companies as well as fortune 200 companies in both domestic and international environments, both publicly traded and privately held.
Barry received a Bachelor of Science degree with a major in Accounting from Fairleigh Dickinson University. He also served in the US Army and was a graduate and instructor of Military Accounting courses. He was responsible for financial reporting and audit at European and South East Asian assignments, attaining the rank of Sergeant.
David Smokler, CISA, CISM, CGEIT - Consultant, IT
David has more than 25 years of experience in technical systems audit, specializing in security, internal control,data analysis, ERP financial applications, Sarbanes-Oxley (“SOX”) Section 404, and business continuity reviews.
Previously, David was responsible for directing IT audit control and security reviews for Fortune 500 companies, including manufacturing, financial services, technology, not-for-profit, government, insurance industry clients and higher education (Columbia University). He also performed business risk assessments related to the implementation and operation of IT systems, focusing on IT internal controls and security.
David also led data center reviews with a focus on operating system policies and procedures, logical security, job scheduling, physical access, capacity management, program change management, database management, network security, and disaster recovery.
David has a BS degree in Accounting from the City University of New York (CUNY)and a BA degree in Psychology/ Economics from the State University of New York (SUNY) at Albany. David is currently a member of the Board of Directors of the New Jersey Information Systems Audit and Control Association. He is a certified information systems auditor, certified in the Governance of Enterprise IT, and a certified information systems manager, and a member of the Institute of Internal Auditors.
Parkview Risk Advisors
A division of Parkview Enterprises LLC,
slehrer