Manager Training
Resume:
Dianne G. Spencer, CPA
Greeley, CO 80634
970-***-**** (cell)
QUALIFICATION HIGHLIGHTS
> Certified public accountant with fifteen years experience,
specializing in closely held businesses. Skilled in tax research, tax
planning, transaction planning and working with clients to improve
their overall financial performance. Strong experience in supervising
and developing staff.
PROFESSIONAL EXPERIENCE
EKS&H, Fort Collins, CO
Tax Manager 2009 - Present
> Managed preparation and review of tax compliance work and tax projects
in order to ensure timely and accurate delivery of projects to
clients.
> Helped clients manage their tax liability and risks. This included
evaluating entity structures, analyzing potential deferrals, and tax
research of transactions to help minimize or mitigate risks.
> Worked with staff on their development to increase their knowledge and
efficiencies which resulted in increased realization on projects.
> Prepared FAS 109 calculation for reporting on financial statements.
Kennedy and Coe, LLC, Greeley, CO
Manager
2003-2009
> Worked with clients from many different industries including
manufacturing, real estate, biofuel, agriculture and high wealth
individuals in all areas of audits, reviews, compilations and tax.
> Consultant to closely held businesses. Helped clients to successively
complete business start ups, acquisition of existing companies, and
sale of business. Evaluated the transactions for potential tax
liability and provided recommendations which in several cases reduced
the overall tax liability of the transaction.
> Developed training program for new hires that applied concepts from
corporate training to actual on the job performance and developed
summer training programs to increase staff's tax knowledge and
research skills. The training program was rolled out on a firm wide
basis as a tool to develop staff.
> Assess effectiveness of processes and procedures, efficiency of
operations, accuracy of financials and analytical evaluations of
clients operations. Used the findings to create solutions for clients
to help them improve areas of weakness and overall financial
performance.
> Evaluated and performed analytical reviews of client's financial
statements to help identify and resolve any areas of reporting
weaknesses in accordance with GAAP, including FAS 109 reporting.
> Helped businesses streamline and improve their month-end and year-end
closing, which improved their timeliness in issuing financial reports.
> Manager with general practice group from 2003-2007. In 2007 took on
the responsibility for developing and expanding the Manufacturing
Group's client base in Northern Colorado.
Staff Accountant
1998-2003
> Field work and drafting of financial statements for audits, reviews,
and compilations for clients in many different industries.
> Experience in preparation and review of partnership, corporation, S-
corporation and individual tax returns.
> Worked with management on business consulting and tax planning for
various clients.
Seibert and Associates, PC
Staff Accountant-part-time
1995-1997
> Preparation of 1040, 1120, 1120S, 1065 and 990's for tax clients.
> Field work for audits, reviews, and compilations.
EDUCATION
> Colorado State University - Fort Collins, Colorado
Bachelor Degree, Business Administration.
> University of Northern Colorado - Greeley, Colorado
Required accounting classes for CPA certification.
QUALIFICATIONS
> Certified Public Accountant
> American Institute of Certified Public Accountants
> Colorado Society of Certified Public Accountants
OTHER ACTIVITIES
> United Way of Weld County - Past member of Board of Directors,
Executive Committee, Treasurer
> Graduate of Leadership Weld County
> Greeley Chamber of Commerce - volunteer
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