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SUMMARY:

Licensed CPA, MST and MBA candidate. Twelve years’ experience in public accounting in both audit and tax preparation, and another ten plus years’ experience in corporate accounting and business ownership.

PROFESSIONAL EXPERIENCE:

Confidential

Owner

Formed Maryland corporation to provide tax and financial planning services.
Provide consulting services to Public Accounting / CPA firms. Working as an independent contractor provide seasonal Tax Manager and Senior Tax Manager services to local as well as large regional CPA / Public Accounting firms.
Prepare all types of individual and business income tax returns and a small number of non - profit, trust, and estate tax returns.
Perform audit, review, compilation, and bookkeeping services as a small part of my practice.

Confidential

Tax Manager

Managed a staff of three accountants and CPA’s.
Reviewed tax returns prepared by staff.
Prepared individual 1040, 1120, 1120S, 1065, 990, and PPT tax returns.
Served as liaison to a prominent Washington, D.C. law firm on assorted financial issues.

Confidential

President

Owned this granite and marble countertop fabrication and installation business.
Performed all sales, customer service, and production management with a full-time staff of five employees and subcontractor granite countertop installers.

Confidential

Senior Accountant

Performed accounting, bookkeeping and payroll services for several companies.
Prepared partnership, corporate and individual income tax returns.
Performed new client interviews and onboarding.

Confidential

Senior Auditor, LIHTC Specialist

Performed financial and LIHTC (Section 42) cost certification audits using customized proprietary software.
Maximized clients tax credits based on capitalization of real estate taxes, insurance, loan fees and interest, analysis using Excel.
Assisted in the restatement of Fannie Mae’s financial statements.

Confidential

Owner &

Owned and operated licensed construction contracting / remodeling company.
Specialized in kitchen and bath remodeling, but also did roofing, decks, stamped concrete patios, concrete countertop fabrication, built stone retaining walls, and finished basements including framing, drywall installation and finishing, trim carpentry, carpet and tile installation, plus light plumbing and electrical work.

Confidential

Financial Analyst / Asset Manager

Coordinated all affordable housing tax credit (Section 42) cost certification and annual operational audits with the external auditors, the Reznick Group.
Added over $1M in tax credits to the company’s projects through several changes in accounting methodology and reduced the company’s debt to investors by over $2M.
Coordinated all accounting operations including payroll, A/P, A/R and collections
Managed cash flow during collapse of the dot-com industry.

Confidential

President and Founder

Performed all financial and operational management responsibilities.
Coordinated loan placements based on conforming and niche product knowledge.
Raised private investor capital for real estate rehabilitation projects.
Managed a staff of 20 loan officers and office staff.

Confidential

Controller

Computerized all accounting records for the first three years operations.
Coordinated all construction loan draws and related investor summaries.
Performed job cost / profitability reports for all three years home sales.

Confidential

Internal Auditor then Director of Finance

Performed audits in all areas of the business including general accounting, accounts payable, credit collections, cash office and cash vault audits, shortage control, and other finance and operational audits.
Managed semi-annual inventories at the company’s largest retail stores.
Managed the Price Change department with a staff of 13 plus oversaw the mailroom and print shop staff.
Prepared comprehensive monthly financial reports for management and the parent company, May Department Stores Company, which detailed price mark-ups and mark-downs (permanent and point of sale), vendor charge-backs, and other pricing / operating margin issues, for over 500 departments. Reports included monthly, YTD, year-to-year comparison, and budget to actual comparisons.

Confidential

Staff Auditor

Performed staff audit assignments for banks, non-profits, law firms, property management and real estate development companies.
Mortgage brokerage and secondary mortgage market experience including understanding of the multitudes of mortgage portfolios and derivatives.
Comprehensive Construction and Real Estate experience in every facet from land development through property management / asset management for residential, commercial, and multi-family real estate. Affordable housing tax credit (LIHTC) expert.

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