• Eve Montgomery

  • CPA
  • Accel Accountants

  • Bloomfield, NJ, USA


• Assist in carrying out quality compilations, reviews, and audit services in healthcare such as: Employee Benefit Plans, Not-for-Profit, Commercial, Healthcare and Insurance • Obtain and prepare audit workpapers including research, documentation of procedures and findings, and identify any disclosures for the financial statements • Conduct fraud risk interviews, walkthroughs, and inquiries about internal control procedures such as: revenue, cash disbursements, fixed assets, inventory, and payroll • Identify and communicate accounting and auditing related matters to managers and partners • Interact with clients to help ensure that the information flow from the client to the audit team is efficient, as well as establish a trustworthy relationship with the client • Sufficient in preparing 1040s, 1041s and 990s


  • CPA at  Accel Accountants (October 2015 - Present)

    • Perform financial statement audits of public and private clients with a focus on healthcare, in accordance with US GAAP. • Successfully manage associates (local and offshore) and interns on three engagements: including delegation and review of work and delivery of performance evaluations. • Participated in valuation meetings with CIO and asked questions regarding valuation models. • Coach new team members through substantive testing and present work performed to managers and partners. • Exposure to various fund structures including domestic and offshore master-feeders, consolidated master-feeders, stand-alone funds, and fund of funds. • Prepare and review audit workpapers in a diverse range of testing areas (investments, valuation, financial statement disclosures). • Conduit between the client and the engagement team for PBC status and client questions. • Communication with Client and Fund Administrators in regards to open items and any issues that arise during the executions stage of the audit • Manage the confirmation process and handled challenges arising from third parties. • Onboard and manage 5 audit staff members to the engagement throughout the year providing a summary of the client, the industry, and critical deadlines. Inclusive of a senior who I was responsible for answering their workpaper questions.


  • Northwestern

    BS, Accounting

    1994 - 1998

    I served as treasurer for Beta Alpha Psi during my junior and senior year, where I controlled spend on our investments, networking events, chapter promotional materials and events, and other events.

    Activities & Societies: Beta Alpha Psi, international honor society for financial information students

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