Professional Experience

Experienced and capable Accountant/Cost Accountant successful at managing multiple projects and consistently meeting deadlines under pressure. Extensive knowledge of accounting software and processes. Skilled in regulatory reporting, accounting operations and tax accounting. Proficient in extracting financial data from various reporting systems and suggesting key operational changes. Effectively manages strict deadlines, schedules and repetitive tasks with a positive, can-do attitude. Over 5 years’ experience in public accounting. Seeking to transition to a position in the finance field so as to contribute to the success of the firm.

Financial Reporting and Analysis

Accounts Payable/Receivable

Payroll/ Benefits Administration

Budgets

Cash Flow/Treasury Management

Cost Accounting

General Ledger Reconciliations

Forecasting

Grant Writing

Inventory

Personnel Policies/Processes

Tax -Sales/Payroll/Corporate

Controller

DSA Security Services, Hampton, VA 6/2012- 4/2017

Analyzed costs and revenues to establish billing rates to targeted profit margins for projections and bid proposals.

Performed all accounting functions, financial reporting and analysis, and benefits administration.

Produced weekly payrolls, direct deposits and tax filings by ACH. Prepared, submitted and won various state and private bidding packages.

Self-Employment concurrent with contract/full-time positions - Accountant/Tax Preparer

Van Bortel Accounting & Tax Service, Virginia Beach, VA 1/1996–7/2017

Consulted and worked with clients establishing accounting systems, software systems and tax planning resulting in more accurate reporting as well as tax savings.

Providing accounting functions, financial reporting and advising services for small to medium size businesses spanning various industries and various states, to include payroll services and tax compliance on cash flow, budgeting and increased revenue.

Wrote business plans, grant applications and submittals that resulted in grant awards and SBA loans.

Experienced in government billings for CPP (Cost Plus Plus), Fixed Price, Time and Materials government contracts, DCAA and GSA audits, cost accounting.

Performed services for multi-state/multi-location businesses.

Industries included online retailers, real estate, restaurants, governmental contractors, and non-profits.

Responsible for producing weekly payrolls, and tax filings utilizing ACH methods, and E-Verify.

Software conversions to include Quick Books, Cost point, Peachtree and others. Planned, installed and implemented Quick Books/Online, Quick Books with Revel POS System

CFO

NSC Technologies, Inc., Portsmouth, VA 6/2010-4/2012

Planned and implemented bottom line growth of 10% by restructuring the bidding process and billing rates through expert financial management which facilitated growth and strengthen of net profits.

Developed and implemented efficient accounting, financial and operational systems.

NSC Technologies, Inc., (cont.)

Implemented two software conversions without interruption.

Designed a department internal process mapping and internal controls including separation of duties. Managed and directed staff of accountants.

Managed and directed DCAA audit.

Expert cash management resulted in securing multi lines of financing to assist with growth. Managed multi-state payroll and reporting. .

Tax Professional (Seasonal)

Liberty Tax Service, Virginia Beach, VA 1/2005-8/2010

Consult with new businesses for accounting services, tax planning, incorporation, budgeting, and start-up.

Used LibTax and Tax Wise software including Creative Solutions Suite. Prepare all forms of corporate tax returns.

Work with IRS and State tax authorities with audits of business and personal tax situations amending returns for compliance with IRS and State tax code.

Finance Director

Portsmouth Community Health Center, Portsmouth, VA 3/2004-8/2005

Expertly managed finances and cash flows for grant management resulting in reinstatement of suspended grants.

Communicated and presented financial statements, projected cash flows and management reports to board of directors monthly.

Revised and streamlined inefficient work procedures with front desk procedures.

Coordinated and facilitated annual audit with CPA firm.

Integrated medical software reports and data into accounting software including instituting an inventory program and procedures.

Prepared and proofed Federal and State grant writing proposals, draw and reconciliations.

Controller

The Breeden Company, Virginia Beach, VA 8/2002-3/2004

Implemented new organizational structure to process multi-property payables that allowed for reduction in processing time, streamlined payment and resulted in cost-saving measures via reduction in projected staffing.

Wrote and managed a computerized lease commission tracking program replacing non-automated system thus ensuring correct commission structure and lease maintenance. Reorganized the software infrastructure and processing to better accommodate multi-property reporting.

Investigated, analyzed various cost saving methods for processing of credit card payments as well as inter-property cash management. Assumed responsibility for converting accounting software to better account for costs, bill backs of expenses and improved tracking by job costs with payroll. Implemented new procedures and methods for processing payroll, which resulted in a more streamlined and efficient system, both in time and methodology

Thoroughly reviewed financial statement to correct discrepancies. Aligned all financial activity with the regulations of GAAP. Examined journals, prepared general journal reconciliations, and other analyses to generate monthly close of financial statements.

Facilitated communication with external auditors.

Finance Director

Dorchester County Board of Mental Health, Summerville, SC 1/1999-8/2002

Retardation and Special Needs

Developed new agency and departmental accounting policies.

Produced and reviewed financial statements and audits for discrepancies and compliance with GAAP.

Prepared grant-funding requests and reported uses of grants monies from Federal, State, and local sources for capital improvements as well as new and existing programs including interpretations of intent of such grants.

Briefed Board of Directors, Executive Director and department heads about the condition of the agency on a weekly, monthly and annual basis.

Accountant

Gamble, Givens & Moody, CPA, Summerville, SC 1/1997-1/1999

Reviewed and analyzed the records of various clients during the initial pre-audit period. Performed pre-audit reconciliation's including researching problems and recommending solutions ensuring compliance with GAAP and other governing bodies

Assisted with audits of governmental organizations..

Prepared individual tax returns for clients, company tax returns that included payroll, sales tax, individual, partnership, and corporate returns.

Various Accounting & Tax Preparer Roles/Attended College, NY/NC 1996 & Prior

Education

Bachelor of Science, Trinity College & University - 2002

Attended other colleges for course work

Software

QuickBooks Microsoft Word, Excel, PowerPoint, VLOOKUP, Pivot Tables Peach Tree Timberline Tempworks Creative Solutions Suite TaxWise GCS Deltek/Costpoint CORESense

Affiliations

National Association of Tax Professionals – PTIN holder – Teamwork training

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