Terry L. Lubell

**** ********** ****** *.

Palm Beach Gardens, FL 33418

Telephone # 917-***-****

acqejx@r.postjobfree.com

Qualities that an employer receives from my employment – a financial person that can see the

whole picture and who has the ability to create, explore, analyze and implement for the forward

momentum for the business and also keep the company’s financial information confidential. The

ability to engage cooperatively and collaboratively with all levels of owners, various departments,

employees, auditors, bankers, clients, vendors, outside payroll companies and insurance agents

with the goal of seeking positive results.

Employment History

Controller/ Accountant/Finance Director - NSM Services Inc. – March 2014 – May 2015

• Developed and managed all financial systems to maximize reporting efficiency with

internal controls for medium size retail grocery and vitamin stores

• Implemented new chart of accounts for integration with new POS System and Payroll

System

• Prepared and analyzed monthly Financial Statements

• Managed and organized cash flow forecasting for seven companies

• Prepared Budgets and Breakeven Points

• Interfaced with six store managers

• Supervised and educated two accounting staff members

• Full responsibility for preparation and validity of the General Ledger which also included

reconciling financial data and accounts

Accounting Management Services – April 2006 – Present

• Prepare and review accountings for Guardianships for court proceedings.

• Analyze clients’ cash flow, cost controls and expenses to help guide them with their

business goals so that they may optimize their resources

• Tax planning for small businesses and for their personal tax returns to minimize taxes

Senior Accountant –Skillman Tennis Association – August 2010 – February 2014

• Implemented and monitored accounting internal controls

• Prepared monthly Financial Statements for presentation to 3rd parties

• Responsible for analyzing Financial Statements and reporting on variances

• Full responsibility for preparation of the General Ledger and the month end closing of

books which included reconciling any necessary accounts

• Management of the Sale and Use Tax and Payroll reporting process

• Prepared and analyzed Budgets and related schedules

• Assisted with the preparation of Partnership tax return with CPA firm

• Interfaced with members regarding questions they may have regarding their accounts

• Performed other projects that management deemed necessary

• Trained fellow employees from a far to perform accounting functions with LogMeIn

software

Terry L. Lubell

Resume

Page 2

Tax Preparer – Broadway Tax Professionals – Tax Seasons 2006, 2007, 2009 & 2010

• Prepared Individual Federal and State tax returns which included projecting next year’s

income, expenses and tax liabilities.

• Interfaced with clients to prepare their personal tax returns

• Reviewed and responded to letters from various government agencies

Campaign Manager- Candidate for Justice of NYS Supreme Court – May 2005 – January

2006

• Planned and executed fundraising events from inception to day of event

• Arranged candidate’s schedule to campaign in 5 counties in NY

• Liaison with other candidates’ campaign managers to set up strategies

• Organized and executed mailings for invitations for events and special

fundraising efforts.

Business Manager – TMPG – June 2004 – March 2005

• Directed and coordinated company financial planning

• Prepared and managed budgets and schedules for short and long term basis

• Monitored, prepared and analyzed monthly financial statements

• Prepared, analyzed and maintained clients’ projects with their budgets

• Prepared and analyzed Cash Flow Forecasts to guide business leaders

• Interfaced with outside auditors, bankers, vendors and clients

• Administered employee medical benefits, paid time off leave and 401K Plan

Assistant Controller - Knollwood Country Club – November 2002 – December 2003

• Set up new accounting software system

• Prepared and reviewed monthly financial statements

• Prepared and analyzed annual budget and related schedules

• Maintained Accounts Receivable and Payable and Cash Flow Cash Projections

• Interfaced with members, vendors, auditors and banks

Controller - Axium Entertainment Corp. /Axi Pay Corp – November 1990 – January 2002

• Prepared financial statements, budgets and cash flow forecasts

• Prepared federal and states annual and quarterly corporate and payroll taxes

• Liaison with federal and state taxing authorities regarding various audits

• Assisted Chief Financial Officer in implementing a new accounting system,

• Interviewed, trained and supervised staff accountants regarding the maintenance of the

general ledgers for multiple corporate entities

• Negotiated, implemented and administered employees’ medical plan

Barry J. Kay & Co., CPAs & Accounting Management Services – March 1980 – November

1990

• Prepared and maintained clients’ manual and computerized general ledgers

• Tax preparation for individual, Corporate, payroll and Sales tax

Bachelors of Business Administration - Accounting - Hofstra University

Computer Skills -Microsoft Excel, Word and Outlook. - General Ledger Programs

QuickBooks Enterprise, Peachtree, and M.Y.O.B. Ultra Tax CS tax program and LogMeIn

Contact this candidate