Accounting Manager Controller Assistant Controller

Qualifications Profile

Analytical, growth-focused, goal-driven, and conscientious professional, offering over 14 years of experience in finance management, cost accounting, and customer service; complemented with strong familiarity in Generally Accepted Accounting Principles (GAAP). Adept at identifying and addressing business requirements, analyzing complex accounting information, and formulating strategic recommendations to deliver positive results across various business functions. Armed with excellent communication skills, along with interpersonal, leadership, critical thinking, and problem-solving aptitudes. Highly capable of working within fiercely competitive and fast-paced environment without compromising quality and results.

Areas of Expertise

Audit Review Procedures

Strategic Planning and Analysis

Financial Reconciliations

Continuous Improvement

Financial Statement Preparation

Revenue Growth

Staff Management

Internal Control

Business Development

Conflict and Issue Resolution

Relevant Experience

Reade & Company LLC Roslyn Heights, NY

Senior Manager Jan 2017– May 2017

-Presided over training of staff accountants toward the attainment of work-related goals.

-Delivered small business accounting services including write-ups and payroll tax returns, while reviewing the work of bookkeepers and staff accountants.

-Created and oversaw tax client control list and coordinated efforts to guarantee timely filing of extensions.

-Held responsibility in updating engagement letters and financial statement reports for Statement on Standards for Accounting and Review (SSARS) 21.

-Generated partnership, S corporation, corporate, and individual income tax returns as well as GAAP financial statements for compilation and review engagements of clients in construction, restaurant, and retail industries.

Berdon LLP Jericho, NY

Senior Accountant Nov 2012– Jan 2017

-Carried out numerous audit along with review and compilation of engagements for clients in the manufacturing, retail, consulting, real estate, not for profit (401k and ESOP audits), and medical service industries.

-Handled the preparation of GAAP, income tax basis financial statements, tax returns, and tax projections.

-Fulfilled a wide array of functions, including training, supervising, and motivating staff accountants on audit engagements.

Shalik, Morris & Company, LLP Woodbury, NY

Supervisor May 2006– Nov 2012

-Executed compilation, review, and audit engagements for real estate, manufacturing, professional services, and local union clientele.

-Offered outsourced controller services for legal, retail, veterinary, elevator inspection, investment funds and partnerships, as well as local union clientele.

-Held responsibility in converting client’s paper ledger accounting systems into computer-based accounting system to enhance client relations.

-Functioned as client liaison, in charge of obtaining timely feedback to enhance client satisfaction and coordinating with client regarding schedule of engagement.

-Composed GAAP and income tax basis financial statements while performing certiorari audits as well as preparing Real Property Income and Expense (RPIE) statements and Department of Labor LM-2 and LM-3 filing for local unions.

Earlier Positions Held:

Manzi, Pino & Company, PC Melville, NY

Per Diem Tax Preparer 2004–2005 Tax Seasons

Marks Paneth & Shron, LLP New York, NY

Staff Accountant Feb 2001– May 2003

Other Experience

Local Union # 3 I.B.E.W. Flushing, NY

Electrician/ Project Foreman Apr 1987– Feb 2001; May 2003– Apr 2006

Education

Master of Business Administration, with Concentration in Accounting

Baruch College New York, NY

Bachelor of Arts in Management and Communications

Adelphi University Garden City, NY

Graduated cum laude

Certifications

Certified Management Accountant; In Progress

Certified Public Accountant; 2003

Technical Acumen

GoSystem Tax & Audit ProSystem fx Tax Software BNA Tax Planner GoFileRoom SurePrep XCM

Microsoft Office Suite (Word and Excel) Adobe Acrobat CaseWare ProSystem fx Engagement QuickBooks

CaseWare Audit IDEA Audit Software Yardi Property Management Software

Lacerte Tax Software ProSeries Tax Software Creative Solutions PPC Checkpoint

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