Jer’Rita Foreman
Director – Client Advisory Services – CohnReznick Advisory LLC
Jer’Rita Foreman has over 23 years of experience working with not-for-profit organizations and providing oversight for outsourced accounting engagements. She sets the strategic direction for a team of accountants who are responsible for providing accounting services including financial statement preparation, payroll, tax preparation, annual audit facilitation, cash receipts, accounts payable, reconciliations, investments, and budgeting.
Experience and Credentials
Certified Public Accountant
Experience with multiple accounting software packages including Microsoft Dynamics SL, Microsoft Dynamics NAV, PeopleSoft, American Fundware, Sage Intacct, QuickBooks Online and Desktop
Prepares customized financial reports using Jet Reports and Reach Reporting
Additional experience successfully streamlining clients’ accounts payable process by implementing BILL as an AP workflow system
Works with BILL Spend and Expense and Tallie as spend management tools and though client implantation
Further experience preparing personal property tax returns and Forms 990 and 1099
Facilitates audit readiness for financial statement audits and single audits
Education
B.S., Accounting – University of Maryland Robert H. Smith School of Business
Professional affiliations
American Institute of Certified Public Accountants
Autism Society of America – Finance Committee
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