Accounting High School

Samuel Williams

Email: abph0s@r.postjobfree.com

Address: **** ***** ******

City: San Francisco

State: CA

Zip: 94112

Country: USA

Phone: 502-***-****

Skill Level: Experienced

Salary Range: $75,000

Willing to Relocate

Primary Skills/Experience:

See Resume

Educational Background:

See Resume

Job History / Details:

Samuel -Clayton- Williams, MAcc

502-***-**** - Main/Cell #

abph0s@r.postjobfree.com - Main Email

Objective: I am presenting to you my diverse work experience, 1st rate education, & proficient computer skills, with the intent of securing a position at a company that ensures too: a) challenge me continuously, b) capitalize on my strengths as an individual, c) allow me to grow both professionally & personally, d) provide me with the opportunity for advancement, & e) that possesses a culture with a similar set of values & beliefs as myself, making me the right fit.

Work Exp.: Owner/CEO of Small, Locally Owned & Operated Accounting Firm that is DBA Sept. 2012 - present

-Williams Tax, Accounting, & Financial Services- - Louisville, Kentucky

* Decided to tap into the intrepid, entrepreneurial side of myself by launching my very own small business, which I like to envision - since it technically won`t officially launch until the start of 2013 with the onset of tax, or -busy season- - as a one-stop, one-man shop, providing a full menu of highly customized & tailored

financial service offerings to individuals, & small businesses alike - merely as a side venture & operation.

* I have decided to structure my business as a Sole Proprietorship that initially would focus around 3 main

sectors, just as the name clearly implies, each of which will include the following service offerings:

o Tax - a) Meeting in person with clients to grasp their financial state pre-busy season so we can strategize to maximize their refunds / minimize their liability; b) Preparation of primarily 1040`s for individuals & small businesses alike, & some gift, estate, & trust returns as well.

o Accounting - Bookkeeping for small businesses & high-net worth individuals, including: a) Maintaining their books on a periodic basis depending on specific client`s needs; b) running payroll for clients with 1 or more employees on periodically ensuring timely filings to gov`t;c) Assuming all of the accounting duties for clients looking to outsource entire function who are more concerned with focusing their time on the true heart and soul of their businesses; etc.

o Fin. Services - This last key area of my firm I see myself performing a wide array of services across the spectrum from: a) Personal financial planning services for lower to average net-worth clients (e.g., 1-on-1 financial reviews, seminars, etc.); b) Retirement planning services for individuals of all ages to help them retire the way they desire, c) Security portfolio risk analyses; d) Compliance audits; e) Mystery shopping engagements for large companies; etc.

External Staff Auditor at Crowe Horwath, LLP (9th largest CPA firm in the US) Aug. 2010 - Oct. 2011

Audit & Financial Advisory Sector - Financial Institutions Unit - Louisville Office

* Hired as external auditor for all sizes, types, & regulated financial institutions by international CPA firm.

* Held responsible for completing auditing objectives and work-papers throughout all stages of my offices

vast & disparate array of clients that required various types of audits, but which primarily consisted of:

o All-encompassing, annual audits of our large # of publicly regulated SEC clients year-end (10-k`s)

& quarterly (10-Q`s) financial statements, and loan reviews & due diligence procedures.

o All-encompassing annual audits of our numerous privately held banking clients ranging from

$100MM to $1B in Total Assets, regulated by agencies such as: FDIC, OCC, OTS, & NCUA.

* Performed key tasks on all stages of client engagements for external audit of financial statements, such as:

a) Planning Period - Performed analytical procedures, drafted engagement & client assistance

letters, communicated with client MGMT, collaborated with client`s IA to synchronize IC testing.

b) Interim Testing - Carried out IC testing plan for applicable audit areas, conducted

walkthroughs with MGMT over each audit cycle, obtained evidence to corroborate management`s

statements over controls in place, performed fraud testing & inquiries with company personnel.

c) Year End Testing - Performed substantive testing over all significant audit areas, including:

Tested recons over cash, loans, deposits, fixed assets, OTTI, A/P, A/R, the ALLL, etc.

d) Rolled forward client accounts, including: fixed assets, equity, OTTI, the ALLL, etc.

e) Prepared confirmations & attorney letters to confirm client`s material B/S accounts.

f) Accumulation of Results - Prepared complete set of consolidated financial statements with

footnotes and disclosures for private clients, ticked & tied public client`s various drafts of their 10-

k & 10-Q`s with the clients G/L & supporting documentation, and reviewed their press releases.

Additionally, I also summarized Board Minutes, Loan Reviews, IA Reports, significant letters

from regulators (e.g., Cease & Desist Orders, FDIC Exam Reports, etc.), & various other reports.

* Communicated across various functional groups in order to complete audit (e.g., Tax, IT, Admin, etc.).

* Assisted on benefit plan and internal auditing engagements as well, broadening my auditing skills.

* Provided value added contributions beyond audit by helping client`s improve their accounting processes.

MAJOR PROJECT #1 - Central Member of Select Bloomberg User`s Group (BUG) April 2011 - Sept. 2011

o Personally asked by Sr. Partner to join this elite group that was responsible for auditing the security

portfolios of the various clients of all the auditing teams within Crowe dispersed throughout the nation.

o Performed FMV testing, rate of return testing, volatility testing, and other testing and reporting via a

Bloomberg Terminal on a wide range of securities like: Muni`s, CMO`s, MBS`s, TRUPS, C/S, etc.

Graduate Research Assistant (GRA) at University of Louisville, College of Aug. 2009 - Aug. 2010

Business, Accounting Department - while Masters of Accountancy Student

* Tutored undergraduate B-school students on all of Accounting classes offered by the Accounting Dept.

* Aided accounting faculty by playing key role on many of their accounting projects they were in the process of turning into academic journal articles by performing research for them and proofing their early drafts.

* Lectured & proctored exams for undergraduate accounting classes in the wake of absence of professors.

* Developed strong network of professors within the world of academia while serving in this temporary role.

MAJOR PROJECT #2 - Special Assistant to Accounting Professor on Research Project Jan. '10 - April '10

o Approached by tenured accounting professor to work on prolonged research paper focused on auditing.

o Aided professor by compiling quantitative research on companies by reviewing their SEC filings.

o My research helped him determine the strength of the correlation between companies with going

concern clauses added to their audit opinions with the aptness of them to go bankrupt, ultimately in an

effort to determine the value-added by auditors when they make the judgment call to add this clause.

Tax Intern at Chilton & Medley, LLP (Largest CPA firm in KY) Feb. 2009 - April 2009

Worked in Tax Division as Tax Preparer - Louisville, Kentucky Office

NOTE: This firm shortly after my departure merged with Mountjoy & Bressler in 2010 becoming the

newly formed entity known as Mountjoy, Chilton, & Medley, making -MCM- the largest CPA firm in KY.

* Prepared individual federal and state income tax returns for mid-to-high net worth clients as part of tax

team working 30+ hours / week, while enrolled in 15 credit hours during my final semester at U of L.

* Assisted on gift tax, wealth transfer & estate tax, and trust tax returns when called upon by superiors.

* Conducted tax research via CCH for partners handling the far more complex tax and acct. issues for clients.

* Expanded & polished up on the skills that I determined were essential for me to learn and foster in order for me to grow into a successful CPA & all-around auditor within the fast moving world of public accounting.

Gym Supervisor & Event Coordinator at Crescent Hill Baptist Church

2800 Frankfort Avenue, Louisville, Kentucky 40206 June 2005 - Jan. 2009

* Supervised the church gym for a wide range of recreational activities offered to its members, the local

community, the churches afterschool program, & other various third parties who rented the gym privately.

* Responsible for overseeing large groups of people from young children to senior citizens ranging from

small groups of 4-5 people to larger groups of 75-100 people, for more widely attended basketball games.

* Refereed official basketball games for various middle to high school age basketball teams in league play.

* Organized large events at this church, not only for gym, but also the sanctuary and chapel, including:

o Oversaw school dances, birthday parties, & other events in the gym (e.g., skating, open gym, etc.)

o Supervised volleyball, table tennis, basketball, dartball leagues, and open gym for outside groups.

o Organized weddings & wedding receptions by serving as liaison between families and my church.

Education: MAcc, Master of Accountancy, with Distinction for Academic Excellence

University of Louisville, College of Business - Accounting Department Graduation: August 9, 2010

* GPA: 3.86 / 4.00 - AACSB Accredited Business School & Accounting Program. (2009 - 2010)

* Dean`s Citation Award - Inaugural Recipient of Newly Created MAcc Award. (2009 - 2010)

* Jane Offutt Burns MAcc Scholarship Award - Merit Based MAcc Scholarship. (2009 - 2010)

* Beta Gamma Sigma, Phi Kappa Phi, NSCS, & Golden Key Member. (2009 - pres.)

* Worked 25-30 hours throughout all of college while attending top-ranked AACSB program at U of L.

MAJOR PROJECT #3 - Volunteered to Complete Independent Study to Finish Masters May '10 - July '10

o Presented opportunity by the Dean of Accounting to play active role under tutelage of Management

Professor to complete final 3 hours remaining towards Masters composing an academic journal article.

o I was given carte blanche by my Instructor, & took the project completely under my wing, which very

quickly from the start transformed from a mere project & paper, ultimately when I submitted the final

deliverable to my Instructor, a body of work that I would like to possibly use towards my dissertation.

o The thesis of the paper was concerned with dissecting the seemingly contradictory & at odds with one

another Accounting & Managerial Philosophies & associated costing methodologies of Activity-Based

Costing & the Theory of Constraints, in essence to unravel if they truly could compliment one another.

o While I probably spent the equivalent of what would have typically earned me 12 hours producing a

100 + paper in the form of a dissertation for a mere 3 hours of credit, the exposure and experience I

gained as a 1st year`s Masters Student was invaluable, causing me to develop a passion for research.

B.S.B.A., Bachelor of Science in Business Administration in Accounting w/ Highest

Honors (Summa Cum Laude), University of Louisville, College of Business Graduation: May 9, 2009

* GPA: 3.95 / 4.00 - AACSB Accredited Business School & Accounting Program. (2005 - 2009)

* Trustee`s Scholarship - Granted a merit-based, -full-ride-, undergraduate scholarship. (2005 - 2009)

* Dean`s List / Dean`s Scholar - Recognized every semester (4 & 5 times, respectively). (2005 - 2009)

* Ollie Green Jr. Outstanding Tax Student Award - Granted to the Top Tax Student. (2008 - 2009)

* Beta Gamma Sigma, Phi Kappa Phi, NSCS, & Golden Key International Member. (2006 - 2009)

High School Diploma, Global Issues Major, Top 5% of Graduating Class

Louisville Male Traditional High School, Louisville, Kentucky Graduation: May 29, 2003

* KY Governor`s Scholar Award Recipient - Selected to Partake in Renowned Program. (2001 - 2002)

* P.T.S.A. President`s Trustee Scholarship - Merit-based Award Granted to Senior. (2002 - 2003)

* Outstanding Students of America - Merit-based Award Granted to top 1% of class. (2001 - 2002)

* Male High School Show Choir - 3-time National Champions in NYC in our Division. (1999 - 2003)

Computer Skills: Highly proficient with a wide variety of accounting & non-accounting, general type of software & hardware, including:

* Acct. Soft: ARM, CCH, ProSystems, ProSeries, QB 2012, Peachtree, Great Plains, Quicken, Lotus Notes.

* Basic Soft: Word, Excel, PP, Access, Outlook, Visio, Project, Explorer, Firefox, Adobe Pro X, etc.

* OS Experience: a) MS - Windows 7, Vista, XP, b) MAC - Mac OS 9.0 - 10.8 (Mt. Lion), & c) LINUX.

* IT Skills: Designing tailored databases from scratch, creating customizable Excel templates & forms to

manage & solve business objectives, utilizing advanced data manipulation & querying techniques via SQL

to generate user friendly reports, designing high-level spreadsheets for business modeling & forecasting,

coding financial statements using XBRL, utilizing cloud computing & VPN, encrypting client data, etc.

Local Community: Volunteered & supported local community through my church, elementary summer school programs, and local government & associations by participating in the following activities - all pro bono - including:

* Elected as 1 of a 10-member delegation from my church to travel abroad to Thailand to repair decrepit youth hostel home to persecuted Karen refugees from Burma, & elected as official group reporter of trip.

o This trip was easily one of the most transformative experiences of my life, and undoubtedly changed

my perspective on the world, & made me realize at an early age what matters most in life.

o Being nominated by my church as a human rights delegate to travel abroad at the relatively young age of 15 afforded me a tremendous opportunity to see another side of the world at a young age.

* Aided teachers in inner-city schools in Summer Reading Program's for children in grades K-5.

o Performed these duties by primarily helping at Mom 's inner city school that attracts some of the

poorest, most impoverished, illiterate children found in the city of Louisville.

* Appointed Campaign Treasurer during Primary Campaign of Candidate for Louisville Metro Council.

o Ensured candidates papers were timely filed & donations reported properly per KREF campaign laws.

o Authorized and signed off on all campaign expenditures deemed material/unusual by me.

o Monitored the cash flow of campaign fund daily & served as acting custodian of funds before deposit.

* Nominated to serve on my Neighborhood Association's Board of Directors by Secretary of the Board.

o Attended monthly Board meetings for the neighborhood association governing the area I have called

home for over 5+ years, where I essentially acted as a steward, overseer, & arbiter of the neighborhood.

o Served on the Membership Committee, where we primarily focused on recruiting new members.

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