Academy Bank

In my current role, I design and implement comprehensive audit programs and testing procedures to
ensure regulatory compliance and effective risk management. My role involves thoroughly reviewing
SOPs for adherence to banking regulations during internal audits and evaluating the work performed
by Staff I and II auditors to maintain high-quality standards.

Senior Internal Auditor

Eliassen Group

This role was meant to be for a long term contract, but was cut short due to budget cuts shortly after I
started. I conducted detailed walkthroughs, performed testwork for internal controls, and completed
thorough risk assessments to identify areas for improvement.

I efficiently tested over 20 controls in just one month and compiled comprehensive documentation for
processes and procedures to clearly explain steps to operational personnel. Additionally, I entered
control processes and background information into the SHRP recordkeeping system with a high
degree of accuracy, ensuring precise and reliable data management.

Senior Audit Consultant

Augustine Property Management / Third IV Properties

I tracked spending for multiple mobile home parks for various syndications and funds as well as oversaw the bank accounts for each of the different mobile home parks. I was responsible for supervising a team, where I managed the processing of accounts payable, accounts receivable, and daily journal entries to accurately calculate weekly and monthly P&L statements. I also performed monthly bank reconciliations, prepared financial statements, and handled tax preparation to ensure precise financial reporting.

My dedication and strong work ethic earned me the company’s Hard Worker Award 2X for
consistently going above and beyond to meet deadlines. Additionally, my efforts were recognized as
having the most organized department, thanks to the implementation of strict internal controls and
effective SOPs.

Director of Accounting

Kansas City Southern

While working for this company, I coordinated and executed SOX testing, freeing up staff
members to focus on other critical projects. I established and nurtured a key relationships with the Big 4
external audit team, which was instrumental in developing and implementing a successful reliance
strategy.

I also supervised the development of team members in Mexico, leading multiple strategic
internal audit projects that were delivered on time and within budget. My expertise also extended to
conducting Federal Regulatory Audits on three separate occasions, where I provided requested audit
training and walkthroughs to client departments, ensuring their compliance and success.

I revitalized workpaper documentation processes, aiding team members in developing essential audit knowledge. I prepared and hosted client walkthroughs, strengthening client relationships by gathering crucial evidence for risk mitigation and enhancing internal controls.

Internal Auditor II

Blue Cross and Blue Shield of Kansas City

I enhanced internal control processes over financial reporting, covering key areas such as claims operations, pharmacy benefits, and Medicare Advantage. I reviewed risk matrices to ensure controls effectively addressed perceived risks, while investigating variances to provide targeted recommendations for improvement. 

I also conducted SOC 1 and SOC 2 testing to ensure comprehensive control coverage, contributing to a stronger, more resilient control environment. Additionally, I collaborated with team members to document and streamline control processes, aligning operations with best practices.

Financial/Operational Auditor

OGE Energy Corp

While in this role, I facilitated SOX testing for taxes, compliance, and regulatory accounting, ensuring
accurate financial reporting and tax filing. I conducted special request audits for NERC, compliance,
regulatory rate cases, and coal inventory, applying deep industry knowledge and expertise.

I educated the team on key audit risks and performed variance analyses, sharing insights with
management to drive investigation and resolution. I also developed comprehensive audit plans and
provided actionable recommendations to various working groups, enhancing overall compliance and
operational efficiency.

Internal Auditor

AUDITOR AND INSPECTOR, OKLAHOMA OFFICE OF THE STATE

For this position, I maintained a high level of productivity and efficiency, effectively reducing the need
for additional team hires while working off site through strong time management, multitasking, and
communication skills. I guided financial and compliance audits for state agencies, providing crucial
education on GAAP and GAS standards. I also supported audit managers by streamlining client
requests and collecting samples for data analysis, ensuring thorough and accurate audit processes.

Staff Auditor

📚 Empowering Your Journey to Drive Real Estate Success through Unparalleled Bookkeeping Solutions for Optimal Organization | 🏠Real Estate Investor

As a Senior Internal Auditor, I specialize in navigating the complexities of audit engagements with a
keen eye for detail and a commitment to enhancing internal controls. With more than a decade of
hands-on experience in performing detailed risk assessments and analyzing both financial and
operational data, I excel at uncovering variances and crafting actionable recommendations. I’m skilled
in developing and executing audit strategies, leading audit teams, and effectively communicating
findings to senior management. With a strong foundation in regulatory compliance, internal controls,
and governance, I'm dedicated to fostering continuous improvement and ensuring organizational
integrity.

Feel free to connect with me here on LinkedIn or via email at andrewlharwell@gmail.com to network
or discuss employment opportunities!

Drew Harwell

Madison SPECS

Regional Sales Manager

Regional Manager

The Cost Seg Isaac team at Madison Specs♦️$500,000,000+ ♦️ in deferred liabilities. Helping Real Estate owners pay ZERO taxes 💰💰 Capital Connecter/ Founder of the "Stage Debate" Podcast/ Real Estate Investor💸


Isaac Weinberger is not your typical tax advisor; he's a visionary in the world of real estate finance and taxation. As a seasoned Cost Segregation Expert Advisor, Isaac has made it his mission to help property owners reduce their tax liabilities while building meaningful connections within the real estate industry.
 
**What is Cost Segregation?**
Cost segregation is the strategic allocation of a property's costs into shorter depreciation periods, accelerating tax deductions for real estate investors. Isaac's expertise in this field has proven to be an invaluable asset to his clients, allowing them to offset more than $200,000,000 in tax liabilities, making a significant impact on their financial bottom line.
 
Isaac's passion for connecting and networking is unmatched. He thrives on building relationships, especially within the real estate community, where he's become a recognized figure. His magnetic personality and dedication to his craft have led to numerous invitations to share his insights on podcasts and live shows, where he's engaged in conversations with renowned real estate personalities.
 
Isaac's commitment to giving back is a testament to his character. He's gone above and beyond to assist his clients, whether it's finding equity, securing off-market deals, or fostering beneficial partnerships.
 
Beyond his professional accomplishments, Isaac Weinberger is the founder of "Tuesday Connections," a virtual real estate networking event held every Tuesday, providing a platform for industry professionals to come together, share knowledge, and expand their networks.
 
In essence, Isaac Weinberger is more than a cost segregation expert advisor; he's a friend and advocate for his clients, a connector within the real estate community, and a passionate advocate for maximizing tax benefits in real estate investments. With his charismatic and extroverted nature, Isaac is not just about reducing tax liabilities; he's about building lasting relationships and helping his clients thrive in the world of real estate. Connect with Isaac and discover how he can help you navigate the complexities of tax planning while forging meaningful connections in the real estate arena.
 

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Drew Harwell

Isaac Weinberger

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