Frank Lordi, CPACEO & Managing Principal
Frank is the Chief Executive Officer and Managing Principal of AC Lordi. He is a versatile accounting executive with broad ranging experience in finance and operations, auditing, forensic accounting and risk management.
Frank has overseen global finance initiatives for numerous clients including Crown Holdings, Trinseo, Towers Watson, and Unisys. These initiatives include relocating accounting operations, developing compliance programs, and implementing global HR and financial systems. He has also led various investigative matters for clients including fraudulent reporting, asset theft, and corruption.
Prior to founding AC Lordi, Frank worked as a Manager in the Emerging Growth Practice at Arthur Andersen. He has served as part-time CFO, strategic advisor, and Board member for numerous early stage and growing companies, and is currently a Board member for three privately held companies. Frank serves as a member of the Board of Managers and Investment Committee for Trestle Ventures, an early stage private equity fund. He is also the Treasurer of the Board of Directors for Independence Media, a Philadelphia-based non-profit public television station. He has taught courses for the PICPA and IIA as well as been a guest lecturer at the University of Delaware, Widener University, and for the Delaware County chapter of the FBLA. Frank is a graduate of Pennsylvania State University with a BS in Accounting, and is a Certified Public Accountant and member of the PICPA and AICPA.
Rob Bright, CPA, CFEPrincipal, Accounting Services
Rob has more than 20 years of accounting and audit experience including expertise with GAAP, SEC reporting and due diligence. A former manager with Deloitte & Touche, Rob has worked with clients spanning a broad spectrum of industries, including manufacturing, wholesalers and distribution, software development, trucking and transportation, oil and gas, leasing companies, property and casualty insurers, employee benefit plans, non-profit organizations and service companies. He holds a B.S. in Accounting from Pennsylvania State University, and serves on the Board of Directors of the Southeast Pennsylvania Area Health Education Center.
Jim Clayton, MBAPrincipal, Business Advisory
Jim is a strategic planner and progressive operations improvement strategist with more than 20 years of combined experience impacting the visibility and performance of companies through expert orchestration of resources, operations, process improvement, policies, and protocols. Prior to joining AC Lordi, he was a Senior Director for a $33 billion global health insurance firm where he directed multi-location project staff in execution of a $100+ million financial process and systems project. He also served as Global Project Controller for a $3 billion professional services firm. Jim earned an M.B.A. from Saint Joseph’s University and a B.S.B.A. in Finance and Information Systems from the University of Delaware.
Bill Dawson, CPAPrincipal, Risk & Compliance
Bill is a financial executive with diverse accounting and reporting, tax, audit and business consulting experience with public and privately held domestic and multinational corporations. He served as VP of Internal Audit, and later as the VP of Corporate Income Tax for a $2+ billion specialty apparel retailer. He also has 18+ years of Big 4 experience with PricewaterhouseCoopers, including as an Audit Partner managing a portfolio of public and privately held consumer product, chemical manufacturing, aerospace and retail clients. Bill is a graduate of Villanova University with a BS in Accounting.
Rob Fenton, MSPrincipal, Accounting Services
Rob has 25 years of experience in manufacturing accounting, acquisitions, divestitures, public offerings, corporate finance and financial planning. He supports clients with his expertise in SEC reporting, budgeting and forecasting, complex accounting issues, due diligence, and transition support for acquisition and merger integration issues. He has served as the Corporate Controller for a $12 billion agricultural and construction equipment manufacturer as well as the world’s largest building materials company. Rob holds both a B.S. and an M.S. in Economics from Pennsylvania State University.
Jeff Flynn, CPAPrincipal, Risk & Compliance
Jeff plans, manages, executes, and reports on due diligence efforts for M&A clients, and assists with financial statement preparation, review, and SEC reporting. He plans global and single site SOX 404 and J-SOX compliance efforts, ensuring proper scope for cost effective compliance and coordinating with management, audit committees, and external auditors. He co-developed the firm’s proprietary SOX and J-SOX methodologies and has led initial implementation efforts and control optimization efforts for 50+ clients. He has implemented Internal Audit functions and has led Quality Assessment Reviews. Jeff is a former Audit Manager with Deloitte, and is a graduate of Saint Joseph’s University with a B.S. in Accounting.
Lisa Hilburn, CPAPrincipal, Accounting Services
Lisa has provided audit and business advisory services for private, start-up companies and Fortune 100 multinational corporations with industry experience that includes manufacturing, healthcare, pharmaceutical, and not-for-profit companies. She has held key accounting roles for clients, including Consolidation Manager, Director of Accounting & Finance, and Assistant Controller. She also has seven years of Big 4 experience as an Audit Manager for Price Waterhouse. Lisa holds a B.A. in Business Administration from Gettysburg College.
Joe Casey, CPA, CFEDirector, Risk & Compliance
Joe provides companies with forensic accounting and investigatory, fraud prevention, due diligence, internal auditing, accounting and financial management and SOX compliance services. He has managed or assisted with numerous asset misappropriation, financial statement fraud and corruption investigations, and provided forensic accounting and consulting services in other financial disputes. Joe is a former Manager from Deloitte & Touche with over 15 years of experience and holds a BS from the University of Maryland and an MBA from Temple University. He is a Certified Public Accountant and a Certified Fraud Examiner.
Jeff Cehlar, CPA, CCSA, CRISCDirector, Risk & Compliance
Jeff is a firm leader in SOX methodology updates and delegation of authority methodology with over 15 years of accounting, financial analysis, internal auditing, and Sarbanes-Oxley experience. He recently served as the lead for several clients including Idera, Recro, Inspired Entertainment, Actua, Quaker, AZEK (formerly CPG), as well as delegation of authority projects at Superior Vision and Quaker. He has led internal audit and accounting engagements for a diverse range of companies across a broad spectrum of industries, including chemicals, life sciences, manufacturing, pharmaceuticals, retail, software, and telecommunications. Jeff earned his B.S. in Business Administration, Accounting from Indiana University of Pennsylvania.
Phone: 610-738-0100 x194
Dave CoopersonDirector, Marketing & Communications
Dave is a seasoned professional with a unique background that combines 15 years of B2B marketing and communications for consulting firms with accounting and finance experience as a former CPA and financial analyst. He oversees all aspects of AC Lordi’s marketing efforts including digital marketing, print materials, email, social media, PR, lead generation, and content development. He also works with the firm’s consultants to create and format client deliverables, PowerPoint presentations, sales proposals, and consultant resumes. Dave holds a B.S. in Business Administration, Accounting from Bucknell University.
Tara Endy, CPADirector, Accounting Services
Tara has 15+ years of experience in accounting, auditing, and financial reporting. She helps clients to prepare SEC documents, establish account reconciliation procedures, document accounting policies and procedures, manage the budget process, and review internal controls. She has served as interim controller and SOX coordinator. As Director of Financial Reporting for FAO, Inc., she oversaw all SEC reporting including forms 10-K and 10-Q. She also worked as an Audit Manager for PricewaterhouseCoopers where her clients included a $3 billion publicly traded battery manufacturer and a $5 billion US subsidiary of a building materials company publicly traded in France. Tara holds a B.S. in Accounting from Villanova University.
Steve GamboneChief Financial and Administrative Officer
Steve is a financial executive with 35+ years of experience in financial operations management, cash forecasting, M&A evaluation, and operations oversight. He has served as interim Controller/CFO for numerous organizations where he assisted companies with transactions, transitions or other projects. Prior to joining AC Lordi, he was CFO for a $120 million company where he managed capital requirements, banking and lender relationships, financial reporting and control, and financial operations. He also served as Controller for a $2 billion publicly-held diversified international manufacturing company. Steve earned a B.S. in Accounting from the University of Delaware.
Jim Han, CISA, CISSPDirector, Business Development
Jim has over 20 years of experience in Consulting, Risk Management and Finance/Accounting. As the Director of Business Development, Jim works closely with the CEO of AC Lordi on strategic planning, marketing, sales and talent acquisition. He has extensive experience in all aspects of internal controls including ERP, Business Intelligence and Process Optimization. Prior to moving into Business Development, he managed mission critical projects for various key clients. As a Manager at Deloitte, he served various clients with an emphasis on SAP and PeopleSoft. Jim has managed enterprise wide projects with an emphasis on ERP. His focus has been within the financial services, manufacturing and life sciences industries. Prior to joining AC Lordi, Jim held other roles in Accounting, FP&A and IT. Jim earned a B.S. in Business Administration from Drexel University with a concentration in Accounting.
Michelle Hayes, CPA, CIA, PMP, MST, CISADirector, Risk & Compliance
Michelle is a Director with more than 25 years of experience in accounting, taxation, auditing, compliance and information systems and leads several key client engagements including GlaxoSmithKline, Fibrocell Science and Astea International. Michelle was a partner in Brogan & Hayes, Ltd., a CPA firm, where she managed business advisory, auditing and accounting services for businesses, local government and not-for-profit organizations. She served as an audit/staff accountant for Coopers and Lybrand. She was a member of the Adjunct Faculty at Widener University, is a member of the Accounting and Information Management Advisory Board, and has served as an elected member of the Widener University Board of Trustees. Michelle also is the Treasurer of the Philadelphia Chapter of Information Systems Audit and Control Association and a Past President for the Institute of Internal Auditors Philadelphia Chapter. She holds a Masters of Science in Taxation and a BSBA in Accounting from Widener University.
Fred Heller, CISADirector, Risk & Compliance
Fred has more than 30 years of experience mitigating control weaknesses associated with information technology and business processes. He has significant technical knowledge of information technology across multiple platforms, internal control frameworks, and the ability to team with all levels of personnel to develop feasible solutions to mitigate control weaknesses. He spent 7+ years as a technology consultant for Protiviti and Jefferson Wells, and managed an internal audit department for a healthcare provider. Fred holds a B.S. in Business Administration from Bloomsburg University.
Frank HobanDirector, Business Advisory
Frank has 20+ years of experience as a financial and IT process and project consulting professional including 15 years of Fortune 200 multinational line and project management, and six years of professional services consulting. He has managed SAP Business One ERP software implementations for 20 clients of up to 200 users including CPG International, Universal Display, and SAP Government Support Services. He also has served as Controller for a $55M plastic sheet subsidiary, and CFO and Tax Matters Partner for various startups. Frank holds a B.A. in computer science and financial economics from Temple University as well as an M.B.A. from the University of Connecticut.
Steve Lynch, MBADirector, Business Advisory
Steve is a finance and operations management professional with more than 30 years of experience in manufacturing and professional services industries. He has served as a trusted advisor to business leaders in managing ongoing operations as well as special projects and initiatives, and has the proven ability to mentor and develop staff and drive team performance to new levels of success. Previously, he served as Director of Financial Planning & Analysis responsible for segment and regional FP&A for a publicly traded $3.5 billion professional services firm. Steve earned an MBA in Management Information Systems and a BS in Accounting from Drexel University.
Jennifer McCloskey, CPA.CITP.CFF, CRISC, CRMADirector, Risk & Compliance
Jennifer is an internal audit leader with 20 years of experience. While managing various internal audit functions, she has assessed business risks and related mitigating actions, performed operational audits, identified opportunities for process efficiencies, tested the effectiveness of business process and information technology general computer controls, and conducted fraud investigations. Prior to joining AC Lordi, she served as Director of Internal Audit for Charming Shoppes and UGI Corporation. Jennifer holds a B.S. in Business Administration, Accounting and a B.A. in Sociology, Criminal Justice from Millersville University.
Karen MiholicsDirector, Finance
Karen leads the firm in all finance matters, including working to improve the internal reporting function and expanding her role to include some administrative duties. She led the implementation of a new time and billing system, helped to complete a SharePoint implementation, and has partnered with IT on its initiatives. Karen earned her M.B.A. in Accounting from the Saint Joseph’s University and her B.S. in Accounting from Pennsylvania State University.
Chris Plitnick, CPA, CGMADirector, Risk & Compliance
Chris has 20+ years of diversified experience in private industry and public accounting with broad financial experience that includes cost accounting, financial systems implementation, policy and procedure development, internal and external auditing, and Sarbanes-Oxley compliance. He has served as CFO for two business units of a $5.3 billion distributor of industrial and specialty gases, as well as Chief Audit Executive for a $610 million international medical devices manufacturer. He is a strong project manager who has undertaken corporate initiatives ranging from centralizing accounting operations to managing Sarbanes-Oxley compliance efforts. Chris holds a B.S. in Accounting from King’s College.
Chris Schnittker, CPADirector, Office of the CFO
Chris is a former PwC manager with 25+ years of financial management, reporting and corporate governance experience, the past seventeen years of which were at the Chief Financial Officer level, with public and private companies in the biotechnology, medical device and pharmaceutical industries. He was a finalist for the Philadelphia Business Journal’s CFO of the Year Award in 2014, and was chosen as a financial expert panelist multiple times at NJ/PA Biotech Annual Meeting regarding a variety of topics, including capital raising, corporate governance, and budgeting and forecasting. Chris holds a B.A. in Business and Economics from Lafayette College.
Tracy Scott Sesko, MBADirector, Business Advisory
Tracy leads operational transformation initiatives at clients in a variety of areas in both finance and information technology. She has over 20 years of experience in the insurance and healthcare industry and is a subject matter expert in procurement and indirect taxes. Prior to joining AC Lordi, she spent over a decade at Cigna where she held numerous finance, IT, and operational roles. Tracy holds an MBA in Finance/HR from the University of Connecticut and a BA in Sociology from Holy Cross. She also earned a Masters Certificate in Project Management from George Washington University.
Frank D. Stumpo, CPA, MBADirector, Office of the CFO
Frank has extensive experience identifying and implementing strategies that maximize revenues and improve operational efficiencies within start-ups, M&As and multi-billion dollar global organizations. Prior to joining AC Lordi, he ran his own consulting firm providing C-Level advisory services for entrepreneurial management teams and private equity backed early stage and middle market companies. He also served as Vice President and CFO for SDI, Inc., as well as CFO for several highly successful private equity-backed companies. Frank holds an M.B.A. in Finance from St. Joseph’s University and a B.A. in Business & Economics from the University of Pittsburgh.
Colleen Tofani, CPA, MSDirector, Accounting Services
Colleen has 30 years of experience including a Masters in Taxation from Drexel University. At AC Lordi, she provides Controller/CFO services to numerous early stage biotechnology companies and other start-up businesses. As a Financial Manager for Verizon, she oversaw management and financial reporting, investment performance, and budgeting and forecasting. She began her career at Arthur Andersen as a tax analyst. In addition to her Masters, Colleen has a B.S. in Accounting from the University of Scranton.
Lorenzo VizzaDirector, Accounting Services
Lorenzo has 20 years of accounting and auditing experience. He has worked on SEC reporting engagements for financial services, manufacturing, pharmaceutical and cloud based services clients. He has participated on the Sarbanes-Oxley compliance teams including internal control documentation and testing for pharmaceutical, manufacturing and distribution companies. He also served as Accounting Manager for a $1 billion engineering, IT and professional staffing firm including calculating monthly royalty revenue, consolidating foreign operations, reviewing account reconciliations, remediating control deficiencies, and providing operations team with detailed income statement analysis. Lorenzo is a graduate of Pennsylvania State University with a B.S. in Accounting.
Andrew Wiest, ASADirector, Valuation
Andy has 25+ years of experience in the valuation and appraisal of business enterprises, intangible assets, liabilities, and securities for financial reporting purposes such as purchase price allocations, impairment testing and equity compensation, including the analysis of complex capital structures. He also has prepared numerous valuations for other purposes such as mergers and acquisitions, leveraged buy-outs, recapitalizations, litigation support, dissenting stockholders’ actions, estate planning and ESOPs. Prior to joining AC Lordi, Andy held practice leadership positions at several national accounting and valuation firms including Grant Thornton, KPMG, and Smart Devine.