Sales Project

Carolyn Loria Pitalo, CPA

*** **** ******** ****

Metairie, LA 70005

********@*****.***

504-***-**** (office) 504-***-**** (cell)

Self-Employed Accountant May 2004 - Present

Accounting & Financial Analysis

General ledger, financial statements, manage tax filings, payroll, reconciliations, business

operations & organization, corporations & individuals.

Tuleu Consulting Company & Sept. 2008-Feb. 2011 &

Bone Boats, Inc. Oct. 2002- May 2004

Consultant/Controller - Maintained all financial records.

Tuleu – international, multi-currency distributor; Bone Boats – multi-state boat manufacturer.

Financial statements, budget, cash flow analysis, financial/accounting procedures, 401(k) Plan.

Manage annual review & tax filings: corporate income tax returns-federal & states, Form 5500,

payroll tax, sales tax returns, state registrations.

Entergy-Transco March 2001- Oct. 2002

Short Term Special Project to develop & implement financial plan to spin off transmission

business. Identify processes & develop timeline. Asset & liability identification; analysis of

contracts, leases, other spin off legal documents; project financing.

Hibernia National Bank April 1992 - January 2001

Employee Benefits - Vice President and Trust Officer. Administration of employee benefit plans &

corporate accounts; retirement plan design, recordkeeping, investments, employee education.

Business development, client retention, employee supervision, vendor management, budget

administration.

Stephen K. Bellaire, CPA Jan. 1987- Nov. 1988 & April 1989- April 1992

Corporate, partnership, fiduciary, non-profit, pension plan & individual income tax.

General accounting, write-up, financial audit participation, title insurance claim administration,

supervision/training others.

TECHNOLOGY

Netsuite, Sage Businessworks, Realworld, Quickbooks, Quicken, Excel, Word, Microsoft Office

EDUCATION

Tulane University, New Orleans, Louisiana Bachelor of Science & Management Degree

Cum Laude, Beta Gamma Sigma Society, Dean’s List

Metairie Park Country Day School Cum Laude

PROFESSIONAL

Certified Public Accountant in State of Louisiana. Member of AICPA.

COMMUNITY

Junior League, Trinity Parents’ Group, Metairie Park Country Day School Alumni Board, etc.

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