Project Accounting

STANLEY L. SMITH, JD, CPA

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

Aurora, CO 80010

303-***-**** Home

404-***-**** Cell

abngsm@r.postjobfree.com

SUMMARY

JD/CPA that can execute game-plan with intelligence, confidence and precision.

Hands on professional leader with excellent oral, written, and people skills.

Have experience working in diverse technical environments and performs well under pressure.

Consistently seek to identify opportunities for process improvement and put plans i n place to resolve issues.

EDUCATION

Juris Doctorate Degree:

The John Marshall Law School, Chicago, IL

Bachelor of Arts Degree:

Morehouse College, Atlanta, GA

Major: Accounting

Minor: Finance

CERTIFICATION

CPA Certificate (Colorado and Georgia license in process.)

TECHNICAL SKILLS

Excel, Word, Access, Peachtree, PeopleSoft, Quick Books, Turbo Tax, Tax Wise, UltraTax, ADP Payroll, AS400,

JD Edwards, AccPac Plus Accounting, DacEasy Accounting, Intuit Easy Acct., La Certe Tax.

PROFESSIONAL EXPERIENCE

Feb 2008 to Sept 2009

Consulting Work – Various Projects

ILEY AND ASSOCIATES, INC., Centennial, CO

Temporary Tax Professional, Aug 2008 to Sept 2009

Prepared federal and state corporate income tax returns; Prepared federal and state partnership tax returns;

Prepared federal and state individual income tax returns.

Performed research on various tax issues; Performed accounting write -ups to produce year-end financial

statements and trial balances to be used for tax preparation and other related issues.

AJILON FINANCE – DENVER SOLUTIONS GROUP, Denver, CO

Project Associate, Consulting Group Dec 2008 to Feb 2009

Participated in a $ 480 million complex revenue reconciliation project, at Source Gas Company, which provided

key support for auditors during audit engagement.

This project involved downloading 36 million lines of data from an access data warehouse into excel spreadsheets

for each general ledger revenue account. With the use of pivot tables, vl ookups, and the “if” function we were

able to reconcile the detailed billing files in the access data warehouse to the general ledger postings and the Tariff

Analysis Report for 2008.

ACCOUNTEMPS, Atlanta, GA

Tax Professional for C. M. Austell, CPA, P.C., Feb 2008 to Apr 2008

Prepared federal and state corporate income tax returns; Prepared fed eral and state partnership tax returns;

Prepared federal and state individual income tax returns; Prepared quarterly federal a nd state estimated tax

payments.

Calculated tax gains and losses on sales of real property; Prepared annual corporate filing s; Computed MACR’s

depreciation.

Stanley L. Smith, JD, CPA Page 2 of 3

Performed research on various tax issues; Performed accounting write -ups to produce year-end financial

statements and trial balances to be used for tax preparation and other related issues.

Sept 2004 to July 2007

CALLAWAY PARTNERS, LLC, Atlanta, GA

Project Associate

Project Associate for professional accounting and financial services firm specializing in turnkey finance and accounting

project management, Sarbanes-Oxley compliance, and staff augmentation. Clients range from start -up entrepreneurial to

fortune 1000 firms.

Participated and led various work streams and projects for a $3 billion fraud case within the Healthcare industry

resulting in their successful financial restatement.

In the Partnership Accounting Group, was responsible for the month -to-month reconciliation of partnership equity

pools for 25 limited partnerships in the Surgery Division.

The monthly partnership equity pool reconciliation included, but was not limited to, reviewing the accuracy of

monthly income allocations and reviewing ownership percentages in people soft for accuracy, reviewing the

accuracy of beginning and ending equity pool amounts, preparing transaction worksheets and subsequent journal

entries for syndications, repurchases and conversions when needed, preparing negative equity worksheets and

subsequent journal entries where facility had excess losses or a potential recovery of prior excess

losses/distributions.

In the Partnership Restatement Communications Group, worked with a team of consultants who were responsible

for researching historical transactions and restating the financials for HEALTHSOUTH’s 300 or so limited

partnerships for the periods 1999-2005.

In Partnership Restatement Communications Group, reviewed Limited Partnership Agreements to determine

whether investments should be accounted for under the cost, equity, or consolidation method.

In Document Retrieval Group, supervised temporary staff of 35 clerks and co -led other Callaway project

consultants in Barnwell, SC during critical phase of document retrieval p rocess, which collected and tested audit

samples for external auditors.

Co-led group of project consultants at the Pelham, AL National Diagnostic Collection Center during last few

months in Document Retrieval Group.

In Sarbanes Oxley Group, tested internal controls to ensure they were operating effectively; Identified control

deficiencies and assisted in the development of remediation strategies.

Contributed to the identification and initiation of process improvements which resulted in an increase in

accountability; Contributed to oversight of control of remediation efforts created to decrease deficiencies;

Streamlined the communication workflow process within the billing department reducing audit failures.

Feb 1992 to Sept 2004

S. L. SMITH AND ASSOCIATES, Chicago, IL

Sole Proprietor

Sole Proprietor of an accounting, consulting, and tax practice organized in 1990. Major accomplishments included

consulting and advising small business owners, not -for-profit organizations and individuals on a broad ra nge of

topics.

Client list included individuals and business entities located within the Illinois, Indiana, and Wisconsin tri -state

area.

As Sole Proprietor, managed the day-to-day operations and affairs including, but not limited to, providing prompt,

accurate, reliable and professional accounting, tax, and consulting services to individuals, small businesses, and

not-for-profit organizations.

Performed monthly write-up and payroll services for clients; Prepared federal and state corporate income tax

returns.

Prepared federal and state partnership tax returns; Prepared federal and state individual tax returns; Prepared

federal and state not-for-profit tax returns.

Prepared sales and use tax returns; Prepared annual corporate filings; worked on informat ional returns, schedules

and other tax-related matters

Performed tax planning, tax projections and estimated payments for clients.

Stanley L. Smith, JD, CPA Page 3 of 3

Maintained close communication with clients; Performed research on various tax issues; Corresponded with the

IRS and various state and local tax agencies to settle client issues; Prepared other ad hoc reports.

As Interim Chief Financial Officer of the D-Orum Corporation, a $ 20 million hair care products manufacturer,

managed teams of professionals to ensure accurate and timely completion of monthly closes.

Designed and implemented new financial reporting systems, which enhanced CEO’s ability to analyze monthly

results of operations and financial position; Designed cash management systems that enhanced CEO’s ability to

manage cash during decline in sales activity.

Worked closely with BDO Siedman, a regional tax consulting firm, to prepare corporate income tax return;

Prepared other ad hoc reports and informational returns as needed.

Mar 1990 to Feb 1992

METROPOLITAN PIER & EXPOSITION AUTHORITY, Chicago, IL

Accounting Manager

Assisted the Director of Fiscal Operations with the overall accounting functions of the largest convention and

tourism center in North America, which is located on the shoreline of Lake Michigan.

Managed month-end closes including account reconciliations; hired, trained and managed a staff of 5; introduced

“proof of cash” method for reconciling bank statements, which accomplished a more accurate reporting of ne t

income and financial position.

Prepared and analyzed financial statements; assisted in the preparation of annual budgets; assisted with

implementation of internal control procedures recommended by external and internal auditors; performed other

duties as directed by upper management.

June 1987 to Feb 1990

AMOCO CORPORATION, Chicago, IL

Senior Accountant

Multiple positions

Senior Accountant, Tariff Analysis and Revenue Accounting (Jan 1989 to Feb 1990)

Texas City Refinery Delivery; GATX Refinery Delivery; Whiting South Produc t Delivery; Amoco Chemicals

Delivery; shipper invoicing; shipper receivables; state volume reports; trucking activity; HIPS Gravity Bank; cash

receipts; wire transfers; marketable securities; shipper account reconciliations; and recorded other transactions .

Senior Accountant, Financial Administration and Control s (June 1987 to Dec 1988)

Accountant for undivided joint interest operation with Shell Oil Corporation.

Oversaw accounting function for $ 20 million joint venture between $400 million subsidiary o f Amoco and Shell

Oil Corporation.

Prepared and analyzed financial statements; analyzed accounts receivable and payable; maintained general ledger;

prepared budgets; performed variance analysis; and analyzed fixed assets.

Oct 1983 to May 1987

ALLIED VAN LINES, INC., Naperville, IL

Multiple positions

Cost Analyst/Transportation Economics Department (Jan 1987 to May 1987)

Performed primarily non-routine project assignments in the areas of operational and cost analysis. The various

projects fit an overall corporate costing and pricing strategy.

Senior Accountant/Allied Commercial Products, Inc (Oct 1983 to Dec 1986)

Processed company payroll; performed gross profit margin analysis; prepared and analyzed financial statements;

analyzed accounts receivable and payable; performed budget variance analysis; performed bad debt analysis.

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