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Financial Consultant - Accounting & Tax Preparation-audit Contractor Resume

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

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