Experience

Josh is a director at Citrin Cooperman and is based out of the firm’s Owings Mills, MD office. With over 25 years of experience, Josh specializes in financial statement audits and reviews, focusing on not-for-profits, including those with significant expenditures of federal funds, and employee benefit plans. Additionally, he has provided accounting, assurance, and consulting services, including due diligence, overhead audits, and outsourced accounting, to government contractors and businesses in various other sectors.

Before joining Clearview Group, Josh spent approximately 20 years in public accounting and seven years as the chief financial officer (CFO) of two large not-for-profit organizations in the Baltimore area, developing operational and financial expertise for federal, state, local, and foundation grants, fundraising, and other areas of strategic importance, including personnel and benefits, banking and lending, grant writing, budgeting, compliance, investment management, risk management, diversity, equity, and inclusion (DEI) leadership, information technology (IT), and facilities. He led several accounting system implementation projects and is well-versed in internal controls and procedures for accounting and finance teams.

Most recently, Josh was a director in the Audit and Assurance Practice at Clearview Group, which joined Citrin Cooperman in 2024.