Sales Quality Assurance

BETH ANNE BLUM, CPA, MBA

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***-** **** ******, ********* 505, Forest Hills, NY 11375

Cell 917-***-**** email: *******@***.***

EDUCATION

Pace University, Lubin School of Business, New York, NY

MS Accounting, January, 2005- QPA 3.80

MBA Financial Management, January, 1999, White Plains, NY-QPA 3.80

Brown University, Providence, RI

BA in Environmental Studies, May, 1995

SOFTWARE MS Excel, MS Word, Advent Axys, Caseware, Compass, CCH

Prosystems Tax, GoSystem Audit, Hyperion, Quickbooks,

Peoplesoft, SAP, Business Objects, IDEA

EXPERIENCE

BDO USA, LLP, New York, NY

2007 - 2011

Senior, Not-for profit, healthcare and insurance group

Associate, Not-for profit, healthcare and insurance group

. Effective and Efficient Audit procedures for Cash, Accounts

Receivable, Prepaid Assets, Fixed Assets, Investments, Accounts

Payable, Accrued Liabilities, Debt, Revenue and Expenses

. Search for and evaluation of commitments and contingencies and

subsequent events

. Documentation and testing of internal controls (IC) and

recommendations to improve IC.

. Fraud testing: journal entries and completeness of general ledger

using IDEA software

. Fraud testing: comparison of vendor addresses to employee addresses

using IDEA software

. Preparation of financial statement footnotes for investments, fixed

assets, stock option expense and future minimum rent expense

. Compliance tests for federal expenditures (A-133)

. Preparation of non-profit Statement of Financial Position, Statement

of Activities and Direct Cash Flow Statement

. Defined Benefit plan and Defined Contribution plan audits and review

of Form 5500

. Preparation of accrual basis 403(b) plan Statement of Net Assets

Available for Plan Benefits, Statement of Changes in Net Assets

Available for Plan Benefits and Cash Flow Statement. Preparation

of footnotes and disclosure of adoption of ASU-2010-25, a new GAAP.

. Monthly client assignment to maintain investments using Advent Axys

portfolio software, and prepare journal entries for purchases, sales,

realized gain and changes in unrealized gain

. Engagement letters, Planning Letters, Management Representation

letters, Management Letters

Todres & Company, LLP, Westbury, NY

2006 - 2007

Staff Accountant

. Financial Audits of private companies in the travel, TV and radio

advertising, cosmetics, paper converting and clothing industries (NY, NJ,

GA, MO and NC)

. Quarterly Agreed-Upon testing of Escrow funds and Royalty for a client in

the travel industry

. Quarterly Payroll tax services for small businesses in various states

. Monthly miscellaneous business tax for a NYC client with offices nation-

wide

. Annual income tax preparation for private C-Corps, S-Corps, Partnerships,

LLCs, Trusts, Not-For-Profit Foundations and Individuals

BETH ANNE BLUM, CPA, MBA

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110-20 71st Avenue, Apartment 505, Forest Hills, NY 11375

Cell 917-***-**** email: *******@***.***

Smart & Associates, LLP, New York, NY

2004 - 2005

Senior Consultant

. Quality assurance of third party data entry for the Equity Research

department of a national firm

. Sarbanes Oxley consulting project to document internal control

procedures, flowcharts and narratives

. Financial audit of a regional office supply company

. Third Party Administrator Funding reconciliation for a large insurance

company

. Internal audits of managing general agents for a large insurance

company

Random House, Inc., New York, NY

1999 - 2004

Senior Business Analyst, Sales Department

. Prepared Sales department Operating Expense Budget, Forecast, and

commentary

. Prepared and updated salary related budget and forecast in Peoplesoft

. Met with regional sales managers to obtain explanations for variances

to budget

. Prepared monthly accruals for travel and entertainment and advertising

expenses

. Forecasted and accrued year-end Cooperative Advertising Expense for

fourteen publishing divisions

. Maintained Excel reports of Salesperson Revenue and Expenses, using

Vlookup formulas

. Reviewed requests for disbursements for Cooperative Advertising to

retail stores

Business Analyst, Financial Planning and Reporting Department

. Prepared operating expense budgets and forecasts for various departments

and prepared month end accruals

. Imported sales and expense data from SAP into Hyperion for several

publishing units

Clarfeld Financial Advisors, Inc., Tarrytown, NY

1999- 1999

Junior Financial Planner

. Prepared client balance sheets and cash flows based on brokerage

statements, retirement benefits and employer stock options

. Prepared financial planning reports, estate diagrams and investment

allocations models

Dansk International Designs, White Plains, NY

1997 - 1999

Operations and Merchandising Assistant at the Corporate Office

. Prepared weekly and monthly sales and profitability reports (actual to

budget and forecast variance analysis)

. Prepared monthly inventory turnover analysis

. Entered weekly price changes and issued price labels to the retail stores

. Entered weekly inventory distributions to the retail stores

. Updated marketing database for new customers

. Updated monthly store traffic reports

. Provided reports to Human Resources to assist with store manager

performance reviews

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