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Controller Resume

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Springfield, MA

TECHNICAL SKILLS:

Microsoft Office including Word, Excel (Macros, V - look up, Pivot Tables), BlackBaud, QuickBooks, SAP, Oracle, Prosystems fx, FIMS, GiftWrap, PG Calc, Confidential OneSource, Infoview, CCH and RIA.

PROFESSIONAL EXPERIENCE:

Confidential, Springfield, MA

Controller

Responsibilities:

  • Oversee the operations of the accounting department, including the design of an organizational structure adequate for achieving the department's goals and objectives.
  • Responsible for consolidations and financial reporting to internal and external customers.
  • Develop, Implement and Maintain accounting policies and procedures
  • Provide financial analyses as needed, in particular for capital investments, pricing decisions, and contract negotiations.
  • Recommend benchmarks against which to measure the performance of company operations.

Confidential, Hartford, CT

Tax Accountant

Responsibilities:

  • Support tax strategy, planning and audit priorities by leading or participating in strategic projects
  • Assist in preparation of Federal, State (Stand alone & Unitary), and Foreign Tax compliance forms
  • Assist in preparation of ASC740/FAS109 Income Tax Provisions, preparation of all capital adjustments and some ordinary adjustments
  • Process all K - 1’s of various Confidential investments, track tax basis of each entity and prepare reconciliations between book and taxable income.
  • Research new tax laws and continuing professional through various internal and outside seminars.

Confidential, Hartford, CT

Gift Manager

Responsibilities:

  • Reported to the Sr. Gift Planning officer and responsible for managing gift/find processing along with financial reporting and d Confidential base management.
  • Worked with donors, financial institutions, advisors, attorneys and coordinated incoming cash, stock gifts and planned gifts. Received up to 60 gifts daily for processing.

Confidential, Farmington, CT

Senior Accountant

Responsibilities:

  • Prepared and/or reviewed consolidated federal and multi-state corporate, S Corp’s, partnerships, LLC’s, estate, trusts, individuals, and not-for-profit tax returns.
  • Participated in tax planning, research, analysis and evaluation of rulings for clients.
  • Prepared engagement letters, budgets and items needed lists from clients plus reviewed work in progress reports.
  • Prepared federal and state pass-through entity and individual tax returns.
  • Calculated several tax provisions in accordance with FAS109 and prepared associated financial statement footnote disclosures.
  • Independently researched tax issues utilizing CCH and conveyed results in concise written memorandum to management and clients including acquisitions, NOL carry-forwards, depreciation, amended returns, FAS 109, like-kind exchanges, and M-1’s, among others.
  • Prepared Payroll tax and sales and use tax returns.
  • Drafted penalty abatement letters.
  • Audit, Review, Compilation and other Client Services
  • Performed and/or supervised certified audits, reviews and compilations for a diverse client base concentrated in real-estate, investments, services and not for profit companies, among others.
  • Responsibilities included planning, administration, budget control, quality control, fieldwork and wrap-up of audit engagements and special projects.
  • Prepared and/or reviewed client financial statements, disclosures and footnotes to insure compliance with GAAP and regulatory requirements.
  • Researched new accounting pronouncements in order to assess the audit and business risk impact on financial statements and related disclosures including revenue recognition, % of completion, accounts receivable valuation, investments, inventory, leases and related party transactions, among others.
  • Assisted in forensic accounting through special projects.
  • Performed balance sheet compliance and substantive tests.
  • Performed analytic review of income statement accounts.
  • Interacted with clients daily to obtain explanations and analysis to complete the critical cycles.
  • Reviewed internal control systems and business cycles to identify accounting control deficiencies.
  • Utilized EXCEL and other accountant software for audit and client purposes.
  • Trained clients on various accounting software packages, including QuickBooks and Peachtree.
  • Managed numerous projects and supervised and trained staff while developing client relationships.

Confidential, Windsor, CT

Accounting Clerk

Responsibilities:

  • Worked in Employee Reimbursement Division
  • Used SAP system to process expense reports into general ledger
  • Processed domestic and international employee expense forms
  • Determined if charges were in compliance with company guidelines

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