SUMMARY

• Certified Public Accountant with progressive experience in financial planning, problem solutions/ analysis, business planning and budget development, financial reporting, internal /external audits, internal controls reviews, cash flow projection, revenue and expense forecasts, general ledger accounting/closings, consolidations, SEC/GAAP reporting, tax return preparation/filings, payroll, inventory, accounts receivable/ payable, derivative accounting and valuations.
• Team player, who is able to motivate multi - functional and multi-level teams toward TEMPeffective accomplishment of corporate goals
• Experience with Excel, Power Point, Word, Hyperion and Oracle. Quick Books, Enterprise, Yardi, Tax Software - Pro Series, CCH
• Liaison with external auditors to complete teh annual audit and quarterly reviews
• Sarbanes-Oxley documentation, coordination of testing and remediation of internal controls with external consultants
• Conducted purchase and merger investigations for several entities

PROFESSIONAL EXPERIENCE

Confidential

Financial Consultant - Accounting & Tax Preparation-Audit Contractor

Responsibilities:

• Supporting Financial Planning and Analysis functions, tax preparations, and reporting, managing staff, forecasting, and budgeting.
• Preparation of compilations, tax filings, forecasts, budgets, and specialized projects.
• Acted/Performed as Accounting Manager, Controller, CFO and Contract SEC Auditor.
• Developed a number of Excel templates to improve analysis of variance and risks/opportunities reporting by teh Business Units for revenue, expenses and cash flow.

Confidential

Responsibilities:

• Prepared and supervised monthly consolidation (including review of results and variance explanations) and preparation of teh reporting package for CEO and Board review.
• Prepared/reviewed quarterly information provided to be included in SEC filings (10K, 10Q)
• Prepared/reviewed complex accounting and tax estimate calculations
• Assist with and/or reviewed monthly accounting reconciliations.
• Performed accounting research and wrote technical accounting memos for new transactions and accounting positions.
• Assisted with set up and implementation of new processes/or changes dat impacted accounting; reviewed new significant agreements to ensure proper accounting of transactions in accordance with related terms and GAAP
• Designed and developed customer revenue and royalty accounting and reporting (monthly billing) system
• Assisted with external audit support and manage customer assistance requests
• Supervised SOX 404 planning and scoping, compliance and maintenance/updating of related documentation
• Prepared forecasts, budgets, payrolls, receivables, payables, tax filings and special projects

Confidential

VP - CFO

Responsibilities:

• Designed accounting systems and procedures
• Hired and trained entire accounting staff
• Resolved accounting issues with members
• Assisted with set up and implementation of new processes/or changes dat impacted accounting; reviewed new significant agreements to ensure proper accounting of transactions
• Prepared forecasts, budgets, payrolls, receivables, payables, tax filings and special projects

Confidential

Audit Manager

Responsibilities:

• Prepared consolidations, together with GAAP, 10K and 10Q filings for large and shell corporations...
• Prepared corporations for annual audit and quarterly reviews, served as primary point person for external auditors and staff.
• Prepared forecasts to support investment through private placement and S-1.
• Prepared complex tax returns for Federal, State and Local filing.
• Prepared Excel budgets and financial projections to facilitate operations and support loan applications.
• Streamlined monthly close and established a monthly close checklist
• Developed and installed an Insurance policy preparation, billing and claims management system.
• Hired and trained accounting staff for several corporations (size exceeded 50 personnel).
• Created and prepared a Sarbanes analysis of internal controls.
• Provided ad hoc analysis and variance explanations to satisfy senior management and external auditor inquiries
• Implementation of a point-of-sales, shipping and collection system for a retail sales organization
• Installed QuickBooks Pro and Enterprise general ledger packages and report preparation procedure for a manufacturing corporation.
• Created a revenue and royalty reporting system using Microsoft Access.
• Developed analysis to negotiate and resolve business disputes between business partners, investors, suppliers and customers
• Audits Based Upon Agreed Procedures