Wesley Hufford, MBA, CPA Accounting & Controllership Professional

ac3g62@r.postjobfree.com www.linkedin.com/in/wesley-hufford-6a55318b/ 813-***-**** Tampa, FL 33615

Goal-driven, results-focused and seasoned certified public accountant with extensive experience as controller, senior auditor and accounting manager. Talented in implementing account procedures including job order cost systems, expense tracking, annual budget preparation, bookkeeping, general ledger bank and account reconciliations. Apt at management of relationships including CEOs, managers, individual clients and government relations through collaborative communication in regards to accounting, audits, reviews, tax planning, preparation and compliance for individual, county, state and federal returns. Extensive experience in accounting and tax software including QuickBooks, ATX, Lacerte, Ultra Tax, and MS office Suite including advanced Excel.

Areas of Expertise include:

Accounting & Auditing

Forecasting & Financial Statements

Tax Planning

Controls Assessments

Relationship Building

Project Management

GAAP & GAAS

Trend and Results Analysis

Research

Professional Experience

ST JOSEPH’S HOSPITAL FEDERALFEDERAL CREDIT UNION Tampa, Florida June 2017 – November 2017

Interim Chief Financial Officer

Managed general ledger accounting of a credit union of approximately $50 million. Ensured compliance and prepared the quarterly report to the National Credit Union Association (NCUA). Analyzed the accounts to determine compliance with the NCUA and GAAP. Attended Board of Director meetings to explain the financial information.

Key Accomplishments:

Developed strategies in allocating income and expenses among the locations for the

Developed strategies in the preparation of quarterly report, referred to as the Call Report, that was sent to the NCUA and upon review by the NCUA auditor the auditor strongly complemented me concerning my procedures.

STEVENSON & COMPANY CPAS, LLC. Tampa, Florida 2015 – 2017

Audit and Operations Manager

Managed and supervised four employees in a two-partner firm focusing on audit and review services including process improvement to financial reporting. Liaised with clients to develop individual and corporate tax returns including 1120, 1120S, and 1040 Forms. Ensured compliance with GAAP, GAAS, PCAOB standards, and SEC deadlines. Provided internal cash management analysis, benchmarking, and forecasting utilizing accounting software. Evaluated staffing needs and then interviewed, recruited, and selected applicants for our staffing requirements.

Key Accomplishments:

Increased client load by developing a book of business contacts and acquiring previous clients resulting in increased revenue and positive financial results and trend analysis.

Maintained office operations by decreasing purchase cost, managing technical and computer aspects, and lease negotiations to ensure seamless operations and transition.

DKM CERTIFIED PUBLIC ACCOUNTANTS Clearwater, Florida 2012 – 2015

Audit Manager

Contributed to the daily functions of an audit firm of up to four Partners and six employees in delivering audit and review services to public companies throughout the U.S. Utilized knowledge of entities and structures including C corps, S Corps, LLC, and partnerships, to prepare tax returns.

Key Accomplishments:

Evaluated complex client transactions, interrelated accounts and in-depth processes to determine whether the transactions have been recorded and reported in accordance with the standards.

Exceeded performance expectations resulting in progression through company’s roles, management and training of employees.

WESLEY H. HUFFORD CPA Tampa, Florida 2009 – 2012

Principal

Established CPA firm through strategic marketing to obtain clients and provide forecasting, tax compliance, planning, monthly bank account reconciliations and recording month-end journal entries. Used QuickBooks Pro Advisor to develop and manage reports to assist clients in meeting their financial and business goals. Employed effective communication, analytical and problem solving skills to maintain account systems, performance evaluations and cash safeguarding.

Key Accomplishments:

Conducted research on federal income tax matters and created solutions geared towards cutting taxes in compliance with tax regulations resulting in increased tax return satisfaction for customers.

Increased revenue streams and expanded knowledge through the implementation of new accounting software providing company with boasted sales and efficiency management.

BRIMMER, BUREK, & KEELAN, LLP Tampa, Florida

Senior Audit Manager 2001 – 2009

Provided oversight and daily operations management for a 20-person firm including six support staff working with clients from a variety of business industries including retail, wholesale, HUD housing, manufacturing, construction, agriculture, natural gas, credit union, and pension & welfare plans. Prepared solutions and recommendations regarding efficiency and compliance with government regulations and presented information at board meetings. Managed complex tax preparation related to the accounting and audit engagements performed.

Key Accomplishments:

Increased audit, accounting and tax engagement efficacy through strategic training of staff on in house software, rules, and regulations and increased profits and losses for condominium project.

Negotiated reduction of tax penalties with Examiners from the Florida Department of Revenue and the IRS resulting in seamless tax payment arrangements with clients.

Audit and Tax Manager 1996 – 2001

Applied working knowledge of GAAP, GAAS, ERISA, the Public Service Commissions, NCUA, and all US Government regulations to manage the preparation of regular and consolidated financial statements, including corporate, trust, estate, nonprofit, benefit plans, and individual tax returns. Communicated with clients in regards to forecasting, trend analysis, benchmarking, tax compliance and planning processes to ensure appropriate internal controls and financial procedures are handled.

Key Accomplishments:

Prepared reports outlining improvements to prevent fraud exposure for organizations through the research and evaluation of internal controls.

Delivered training, mentoring and education to outside CPA firms and employees using expertise and approachability experience through continuing education lectures.

Additional Experience

Staff Accountant BRIMMER, BUREK, & KEELAN, LLP Tampa, Florida

Controller BELLCORPORATION OF AMERICA Tampa, Florida

Accounting Manager LYKES ELECTRONICS, INC. Tampa, Florida

Education & Training

Master of Business Administration

FLORIDA INTERNATIONAL UNIVERSITY Miami, FL 2012

Bachelor of Science, Business Administration - Accounting

UNIVERSITY OF SOUTH FLORIDA Tampa, FL

Certified Public Accountant State of Florida Board of Accountancy License #20984

QuickBooks ProAdvisor QuickBooks Not active since 2011

Financial Planning and Analysis (FP&A), Software Training: SAP, BW, EDW, Hyperion Self Study

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