Detail-oriented, CPA, MBA with strong communications and interpersonal skills seeking a position which will utilize my skills, abilities and areas of expertise as follows:

Financial Reporting

Management

Budgeting

Regulatory Compliance

General Accounting

Generally Accepted Accounting Principles

MAR Documentation

Multiple Entity Reporting

Cash Flow

Tax Return Preparation

Account Reconciliation

Balance Sheet Reconciliation

Accounts Payable/Receivable

Fixed Asset Accounting

Payroll

Bank Reconciliations

Profit & Loss Management

Professional Profile

Adjunct Faculty Ivy Tech January 2016-Present

Adjunct Faculty Online Grand Canyon University August 2015-Present

Adjunct Faculty Indiana Tech February 2015-Present

Financial Accounting - Introduces the fundamental principles of financial Accounting

Managerial Accounting - This course emphasizes managerial accounting concepts.

Payroll Accounting – Covers payroll calculating and reporting

Income Tax – Offers an overview of federal and state income tax law for individuals.

Office Manager, Tax Professional H&R Block November 2015-Present

Lead the client experience.

Supervise four employees.

Schedule staff hours.

Engage and develop talent.

Prepare tax returns.

Research various data bases and tax authorities

Provide excellent customer service.

Senior Accountant Guggenheim Life & Annuity/Standard Life September 2005-February 2015

Team leader for testing and implementation of EAS Software Upgrade 2014.

Team leader for conversion and parallel testing of new EAS Software Installation 2008.

Maintain chart of accounts in EAS to accommodate company’s growth.

Maintain complex data mapping between Life Fit and EAS.

Streamlined bank reconciliation process reducing processing time to insure timely month end close.

Responsible for opening and closing general ledger periods timely for 20 entities.

Process year end close for 20 entities using four accounting basis.

Implemented daily cash reporting.

Developed MAR Documentation for the Senior Accountant’s duties.

Review and modify internal controls to insure segregation of duties.

Developed process to insure admin systems interface to general ledger balances daily.

Assumed responsibility for premium tax reporting and reconciliation.

Performed month end close for holding company.

Cash management, wire transfers, ACH payments and positive pay processing.

General ledger reconciliations.

Senior Accountant Fusion Alliance January 2004 – August 2005

Managed set up of all new contracts.

Invoiced clients weekly, monthly and quarterly.

Reconciled accounts receivable monthly.

Reconciled bank accounts for three entities.

Participated in installation of new general ledger software.

Accounting Manager Tellis, LLC July 2002 – January 2004

Managed cash, payroll and accounts payable.

Prepared monthly Balance Sheets and Income Statements.

Compiled necessary documentation for annual audit and worked with outside audit firm.

Self-Employed CPA All That Counts December 2000 – July 2003

Managed payroll, accounts receivable and accounts payable for various clients.

Clients included retail, construction, therapist, and mortgage companies.

Prepared monthly financial statements.

Prepared business and personal income tax returns.

Prepared sales tax, withholding tax, and unemployment tax returns in multiply states.

Accounting Manager Progressive Alliance, Inc. August 1999 – December 2000

Managed cash prepared daily cash report for management

Prepared office payroll and filed all necessary payroll taxes.

Managed accounts receivable and accounts payable.

Prepared bank reconciliations.

Accounting Manager American Concessions, Inc. November 1986 – August 1999

Supervised, coached, guided, and trained up to 25 employees to improve productivity.

Prepared sales tax, withholding tax, and unemployment tax returns in 40+ states.

Prepared monthly close.

Prepared Balance Sheets, Profit and Loss Statements and Statement of Cash Flows.

Managed cash, payroll, accounts receivable and accounts payable.

Developed and delivered monthly, quarterly and annual financial statements, as well as audit reports within stringent deadlines.

Maintained fixed asset accounting records.

Software Experience

EAS Tax Port (Convey TPA) Compeat

Biz Net Microsoft Excel Microsoft PowerPoint

Xpede Microsoft Word Freedom

Workforce ROI Microsoft Office QuickBooks

Blackboard Real World Crystal Reports

Education & Training

Indiana Wesleyan University - Marion, IN - Master of Business Administration Accounting

Indiana Wesleyan University - Marion, IN - Bachelor of Science in Business Administration

State of Indiana Certified Public Accountant (CPA)

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