Brian Sellati Resume, accounting and finance

BRIAN JAMES SELLATI 2837 Shadowood Drive Lima, Ohio 45805 419-***-**** abqq08@r.postjobfree.com PROFESSIONAL: ANALYST ACCOUNTING ASSOCIATE Position Scope: Business Valuations Private Equity Financial Tax Accounting Combining advanced accounting and business administration/management education with diversified experience in accounting, finance and commercial real estate. Experienced in financial statement analysis and tax planning, business valuation, advanced financial and spreadsheet modeling techniques, as well as business and marketing plan development.EDUCATION AND PROFESSIONAL DEVELOPMENT CERTIFIED PUBLIC ACCOUNTING EXAM, November 2010 Passed all exam sections (Regulation, Auditing, Financial and Business) THE OHIO STATE UNIVERSITY Columbus, Ohio Master of Accounting, 2009 CASE WESTERN RESERVE UNIVERSITY Cleveland, Ohio Weatherhead School of Management Master of Business Administration, 2006 Bachelor of Science in Business Management, 2004 Fisher Professional Services (Case-based Consulting Club): Participated in NetJets (fractional jet ownership and privately chartered aircraft) competition; provided green consulting solutions for new venture in India and Southeast Asia. New Venture Creation: Orchestrated plan for redevelopment of commercial real estate site; conducted extensive field work throughout surrounding neighborhoods and accumulated information relevant to developing property; attended local business association meetings, interviewed representatives of Cleveland Empowerment Zone (federal program), Fairfax Renaissance Center (City of Cleveland), and major restaurant franchiser. o Created financial business plan displaying expenses and potential revenues as well as marketing plan with strategies for approaching major area property developers (Cleveland Clinic, franchise restaurants, commercial developers).PROFESSIONAL EXPERIENCE ART ADVISOR & CONSULTANT Cleveland, Ohio April 2005 to March 2011 Intermittently worked with art and antique galleries and high-end private clients recommending, sourcing, buying and selling Asian and Middle Eastern art. Researched historical context, current values and market for wide variety of artworks, to identify and evaluate potential art investments. Developed extensive catalogued database of thousands of objects organized by type and dynastic period, and put together large research library. Sourced between $300,000 and $500,000 worth of art and antiques.H&R BLOCK Fairlawn, Ohio December 2007 to April 2008World s preeminent tax services provider with over 500 million tax returns prepared since 1955; generated$4.1 billion annual revenue and prepared 24 million tax returns worldwide in 2009; operations supported by120,000 professionals. MANAGER Administer daily operations while simultaneously preparing federal, state and local tax returns for individual customers and small businesses; manage IT environment including maintenance of computer software and batch filing system for tax returns. Launched local operations and function as only associate in office; requires open and extended hours throughout busy tax season. BRIAN JAMES SELLATI R sum Page 2 Deliver excellent customer service and enhance productivity by leading tax filing process focused on strong advice, filing correct returns to save money, and alleviating client concerns about overall filing process. Facilitated filing of more complicated returns through consistent review of tax law and H&R Block tax filing software (improving overall tax knowledge); ultimately generated more revenue per return versus comparable area offices due to volume of complex returns. o Provides ability to file 1040 EZ, 1040, Schedules A, B, C, D, and E, and 1040X amended returns for individuals, child and education credits, small business, home business use, capital gains, retirements and pensions, and royalties.MERRILL LYNCH Columbus, Ohio June 2006 to October 2006Premier provider of wealth management, securities trading and sales, corporate finance and investmentbanking services; merged with Bank of America and offers combined 15,000 financial advisors withapproximately $2.2 trillion in client assets. FINANCIAL ADVISOR INTERN Acquired Series 7 Securities License and contributed to call center support, preparation of business and marketing planning, and prospecting/securing new customers; collaborated with colleague brokers and attended Merrill Lynch broker events.SELLATI BROTHERS Lima, Ohio Summers 2004/2005Privately owned and operated company; owns and manages commercial real estate holdings. FINANCIAL ANALYST Collaborated with board of directors on development of strategic financial and marketing plan increasing commercial real estate revenue; simultaneously assisted vice president with strategies addressing and resolving operating management issues. Improved business operations through development of presentation of cost drivers clearly mapping unnecessary expenses and better cash flow management. Spearheaded research and provided recommendations of property insurance alternatives to effectively protect company against risks inherent in commercial real estate ownership. Contributed to valuation of company-owned property for ODOT (Ohio Department of Transportation) road construction.NORTHWESTERN MEMORIAL FOUNDATION (Northwestern Hospital) Chicago, Illinois Summer 2003Raises funds supporting mission and strategic goals of Northwestern Memorial Hospital (premier academicmedical center hospital with over 1,600 affiliated physicians); utilizes fundraising, grant-making andstewardship to perpetuate hospital dedication to clinical innovation, scientific discovery and community health. ASSISTANT TO MANAGER OF BENEFACTOR RELATIONS Contributed to coordination of large-scale special events for hospital summer fundraising; included coordination of foundation with fundraising boards to market causes, management of financial and physical donations, and organization of event setup/staffing. Clear contributor to Friend s of Prentice Gala raising $250,000 for construction of new $500 million women s hospital; overall event raised $14 million for women s hospital. Instrumental in organization of DIFFA (Design Industries Foundation Fighting AIDS) gala and Auxiliary Board of Northwestern Memorial Hospital s Summer Lovin outdoor event (stroke research). Created online organizational system supporting customer relationship initiative; system consolidated donor recognition information to improve feedback to institutional and individual donors.TECHNICAL PROFICIENCIES Word PowerPoint Excel Access HTML Code (website design)