EXPERIENCE Manufacturing Company, City, ST September 2003- May 2004 Certified Public Accountant – Accounting Manager
Responsible for firm’s larger family owned manufacturing group including S-Corp, Partnership (with specially allocated stepped up basis), individuals including year-end tax planning and buy-sell agreement issues.
Reviewed the firm’s largest non-profit union financial statements and Department of Labor report LM-2.
Prepared reviewed financial statements for a small business client in which the employees are purchasing the company from the former owners with a bank leveraged employee stock option buy-out agreement including loan covenants, related ratio strategies and planning.
Prepared a compilation, consolidated tax return and owner’s individual return for the owner of a small corporate multi-state van remodeling company.
Prepared a reviewed financial statement and corporate tax return for a small business client disposing of a segment of its operations including related tax benefit and discontinued operations reporting issues.
Responsible for reviewing, managing, training and delegating assignments to staff and other related duties as necessary.
Another Company LLP, Company, City, ST November 2002- August 2003 Accounting Supervisor
Responsible for a new consolidated entities broadcasting audit client’s balance sheet, income statement, cash flow statement, including an account variance analysis and control recommendations.
Lead a new manufacturing review engagement, requiring preparation of balance sheet, income statement and cash flow statement including account variance analysis and explanations.
Prepared a consolidated trial balance compilation report including account analysis for retail clothing client.
Lead a new consolidated entities infomercial audit client ($130 million revenue per year) requiring a balance sheet, income statement, cash flow statement and controls consulting engagement.
Yet Another Company LLP, Company, City, ST September 1998 - November 2002 Senior Accountant
Responsible for largest real estate investment trust client’s (purchased for $1.1 billion) gross receipts audits.
Performed the largest business management client’s account reconciliations and general ledger review.
Lead staff on non-profit audit engagement and performed the investment bookkeeping services.
Prepared entity bookkeeping for doctors and pharmacy owner clients.
Member of each audit team on the firm’s largest annual GAAP audit client ($150 million in revenue/year).
Responsible for the firm’s largest farming client’s consolidated trial balance reviewed financial statement.
In charge of both commercial lending mortgage banking audits.
Performed consulting services regarding internal controls, litigation support and account reconciliations.
Public Company, Company, City, ST March 1996 -August 1998 Senior Accountant
Conducted highway construction, operational, and special audits.
Performed internal audit compliance procedures regarding federal, state, local, and agency regulations.
Presented audit reports/findings in writing to upper management regarding operational reviews.
Performed audit and reconciliation of the department’s annual federal highway fund expenditures.
School of Business Administration
Bachelor of Science Degree in Accounting
ATB; Caseware/Caseview; QuickBooks; Quicken; Datafaction; Mas90; PPC; CCH's Fixed Assets, Trial Balance; Microsoft Word and Excel.