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Robert A. Simon

Partner, CPA
412 697 6491

With more than 28 years of experience in public accounting, Bob provides audit and assurance services to businesses with varied structures and challenges. Bob’s client work is focused on the financial services, and the manufacturing, distribution and technology industries.

His clients include both publicly traded and privately owned companies and institutions exhibiting his expertise with PCAOB standards and SEC reporting requirements in addition to non-public practices and reporting.  Bob’s expertise with independent audit, financial reporting, and compliance is enhanced by his knowledge and experience in mergers, acquisitions, and transactional services. 

Experience

  • Engagement partner on financial institution client audit engagements performed in accordance with PCAOB standards and US GAAP
  • Engagement partner on services performed in relation to Form 10Q and 10K filings
  • Leads engagements associated with SEC registration statements for stock offerings and other transactions
  • Engagement partner on manufacturing and distribution client audit engagements performed in accordance with US GAAP
  • Acting Engagement Quality Reviewer on numerous SEC registrants
  • Prepares and presents audit reports, findings, and communications to boards of directors and audit committees
  • Provides guidance on accounting standards implementation
  • Consults with clients to develop and perform due diligence procedures for mergers and acquisition transactions
  • Licensed CPA in Pennsylvania

Involvement

  • American Institute of Certified Public Accountants (AICPA)
  • Pennsylvania Institute of Certified Public Accountants (PICPA)
  • Pennsylvania Association of Community Bankers
  • Community Bankers Association of Ohio
  • Ohio Bankers League
  • West Virginia Bankers Association
  • Pennsylvania Independent Oil and Gas Association
  • Board member and treasurer of local Pittsburgh not-for-profit organization
  • Annual volunteer for Pittsburgh’s South Hills Police Appreciation Day

Education

Indiana University of Pennsylvania
Bachelor of Science in Accounting