Max Kopytko

Founder | Principal

Valt CPA Advisory PLLC

May 2026 - Current (2 months)

Valt CPA & Advisory is a modern, founder-led CPA firm based in Wheaton, IL, serving business owners virtually nationwide. We provide outsourced accounting, financial planning and analysis, fractional CFO advisory, financial assurance, audit readiness, and tax planning and preparation. Every engagement gets year-round attention and direct access. That's the standard, not the exception.

Senior Manager, Assurance Services

Aprio

Jan 2025 - Jan 2026 (1 year 1 month)

• Oversaw all phases of assurance engagements, ensuring compliance with U.S. GAAS and GAAP. • Collaborated with firm leadership on departmental performance and strategy, identifying opportunities for process improvement and resource allocation. • Provided high-level client service and technical guidance, including communicating audit findings and recommending corrective measures. • Managed full client lifecycle, from proposal development and engagement planning to final report delivery and post-engagement follow-up, maintaining strong client relationships. • Initiated and nurtured key relationships through networking events and industry associations, directly contributing to the firm's client portfolio expansion. • Prepared and reviewed com

Manager / Senior Manager, Assurance Services

Aprio Schaumburg

Jan 2021 - Dec 2024 (4 years)

• Led the assurance department’s day-to-day operations, supervising multiple client engagements across diverse industries (manufacturing, insurance, non-profit, employee benefit plans). • Managed engagement budgets, delegated workload, and monitored project progress to achieve on-time, on-budget delivery. • Prepared and reviewed complex financial statements and corporate/partnership tax returns; advised clients on compliance and strategic tax planning. • Served as key client contact, delivering recommendations to improve financial processes, internal controls, and operational efficiency.

Supervisor, Assurance Services

Aprio Schaumburg

Jan 2017 - Dec 2020 (4 years)

• Directed audit fieldwork, including risk assessment, internal control evaluations, and audit testing for manufacturing, service, and non-profit sectors. • Conducted due diligence for acquisition engagements to evaluate transaction structure and compliance with relevant accounting standards. • Trained client staff on US GAAP compliance, delivering customized workshops and hands-on guidance. • Recruited, coached, and supervised junior associates, contributing to their professional growth and technical development.

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Senior Associate, Assurance Services

Jan 2015 - Dec 2016 (2 years)

• Acted as “in-charge” for various audits, reviews, and compilations, assuming responsibility for engagement planning, execution, and final reporting. • Managed relationships with client personnel, ensuring clarity of scope, timeliness, and high-quality deliverables. • Prepared tax returns and performed forensic accounting procedures, supporting investigation and litigation efforts.

Associate, Assurance Services

Aprio Schaumburg

Sep 2012 - Dec 2014 (2 years 4 months)

• Gained foundational audit, review, and compilation experience by working with cross functional teams on client engagements. • Developed proficiency in analyzing financial statements, reconciling client data, and ensuring compliance with professional standards. • Assisted senior team members with audit procedures, including document testing, account reconciliations, and data analysis.

Intern

Aprio Schaumburg

Jan 2012 - Aug 2012 (8 months)

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System Administrator

GreenDropletcom

Mar 2008 - Feb 2012 (4 years)

Managed development and updates to the company’s website, including e-commerce, email, and databases.

Senior Pharmacy Technician

Walgreens

Jan 2004 - Jan 2012 (8 years 1 month)

• Earned a promotion to senior pharmacy technician due to outstanding performance and leadership. • Deliver leadership and training to pharmacy technicians while assisting the pharmacist in workflow management, ensuring compliance with government regulations and industry standards. • Interact with a wide range of patients while processing and distributing prescription orders, ensuring compliance with government regulations and industry standards. • Obtain refill authorizations, track prescription progress, and manage database of patient, prescriber, and medication information. • Process and submit insurance claims to secure payment from government and third party payers.

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