Controller/Accounting Manager

EXPERIENCE_____________________________________________________Rea & Associates, Inc. December 2007- May 2011

Dublin, Ohio

Senior Accountant

• Tax Compliance and Business Valuation Specialist

• Review federal, state, and local returns for individual, partnership, and corporate clients

• Research and consult on various tax matters utilizing tax-related software to prepare and process returns while demonstrating an understanding of complex tax concepts and

• Supervise and coordinate the activities and work flow of the tax staff

• Working with firm and client staff at all levels on tax engagements

• Training and assisting staff accountants with technical tax questions and issues

• Provide career and CPA exam guidance to staff accountants

• Provide thorough and effective review of staff work product while providing constructive feedback

• Responding to notices and inquiries from the IRS as well as state and local tax authorities

• Tax planning for individuals and corporations with various income sources, deduction sources, and flow through income and making recommendations for tax savings and compliance opportunities

• Proactive in interacting with client managements to gather information needed to resolve tax-related issues while periodically making recommendations to the client on process improvements

• Developed understanding of each clients operations and processes

• Identifying and resolving client issues while developing relationships with client and their staff to use in networking and potential business development

• Preparation of business valuation reports for purposes of merger and acquisition, appraisal, or probate

• Financial statement analysis using different methods including ratio, trend, and vertical analysis comparing each client to their industry to be used in various business valuation engagements

• Accounting software experience; Quickbooks, ProSystems, CCH, RIA, BNA, Caseware, T-value, and Microsoft Office, GoFileRoom, FirmFlow

• Member of the Marketing Committee

• Member of the Lean/Six Sigma Documentation Process Improvement Committee

Dunton & Associates, LLC November 2005- December 2007

Springfield, Missouri

Staff Accountant

• Accounting Generalist specializing in audit and tax

• Preparation of financial statement audit, review, and compilation engagements applying accounting and audit theory and procedures while staying in budget

• Financial statement analysis using different methods including ratio, trend, and vertical analysis comparing each client to their industry

• Prepared federal, state, and local tax returns for various entities including individuals, partnerships, corporations, estates and trusts, and foreign tax clients.

• Research and consult on various tax matters utilizing tax-related software to prepare and process returns

• Tax planning for individuals and corporations with various income sources, deduction sources, and flow through income and making recommendations for tax savings and compliance opportunities

• Responding to notices and inquiries from the IRS as well as state and local tax authorities

• Developed understanding of each clients operations and processes to use in engagements

• Identifying and resolving client issues while developing relationships with clients and their staff to use in networking and potential business development

• Accounting software used: Creative Solutions Accounting, Creative Solutions Engagement, Creative Solutions Fixed Assets, UltraTax, Quickbooks, Business Works, RIA, T-value, and Microsoft Office, FileCabinet

Kinney Amusement & Vending Company November 2003- November 2005

Springfield, Missouri

Staff Accountant

• Internal Corporate Accountant-specializing in corporate accounting and financial reporting

• Daily preparation of vending and amusement revenue reports

• Daily deposit preparation and bank delivery, daily cash deposits averaging $15,000

• Accounts payable management and expense coding

• General ledger posting, maintenance, and reconciliation

• Monthly financial close of the accounting and information systems

• Monthly bank reconciliations for all bank accounts for three subsidiary companies

• Monthly financial statement preparation for the vending company and analysis of inventory and cost of goods sold

• Supervision of bookkeeping staff including assistance with problem solving and troubleshooting issues

• Continuous process improvement of the accounting cycle and developing more efficient use of bookkeeping staff

• Accounting software used: MAS90, Peachtree, Microsoft Office, Coin Connection Database

EDUCATION & CERTIFICATIONS__________________________________

Certified Public Accountant February 2007

• License # 45467 with the Accountancy Board of Ohio

Webster University May 2009

Master of Business Administration

• Finance Concentration

• GPA of 3.7+

Drury University May 2006

Bachelor of Science- Accounting

• Cum Laude graduate

• GPA 3.6+

INTERESTS & ACTIVITIES_________________________________________

DeVry University-Keller Graduate School of Business August 2009- Present

Adjunct Professor

• Teaching part-time in the evenings and weekends

• Courses taught Accounting & Finance: Managerial Use & Analysis, Managerial Accounting, Federal Taxation, and Advanced Financial Management

American Institute of CPAs (AICPA) – member

Ohio Society of CPAs (OSCPA) - member

Columbus Association of Tax Professionals – member

Ohio Farm Bureau - member

Columbus Outdoor Pursuits - member

REFERENCES_____________________________________________________

Available Upon Request

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