- Audit & Assurance
- Outsourced Finance & Accounting
- Business Consulting
- Life Sciences
- Private Equity
- Financial Services
CREDENTIALS / EDUCATION
- Certified Public Accountant (CPA)
- University of Maryland: BS, Accounting & Finance
- Seton Hall University: MBA, Finance
- American Institute of Certified Public Accountants
- New Jersey Society of Certified Public Accountants
David Katz is a Senior Audit Manager in the firm’s Outsourced Finance and Accounting Practice within the Private Business Services Group. He helps meet the needs of companies experiencing change, providing outsourced solutions by supporting clients with special project assistance, serving as an extension of the finance team, and preparing companies for document and reporting requirements when seeking outside capital. With over 10 years of public accounting experience, David has provided domestic and international accounting, auditing and business consulting services to public and private clients in a variety of industries, including manufacturing, distribution, transportation, technology, and professional services.
As a member of the Technology Group, David serves the specialized needs of growing technology-driven companies, including software, life sciences, and clean tech, in addition to IT services and media companies. He is also involved in the firm’s Public Companies Group. David is knowledgeable in business combinations and valuations, mergers and acquisitions, revenue recognition, equity-based compensation and initial public offerings.
David is a mentor to college students and is an active participant in the Pay it Forward Foundation.