Accounting Management

**** ******* ****. *** *** 973-***-****

Newark, NJ 07102 *********@*****.***

SUMMARY

Accounting specialist with experience in non-profit, retail, and accounting firms. Broad competencies include analytical, operations management, and MS Excel skills. Proficiency in standard accounting software such as Drake, ProSeries, and QuickBooks. Educational background in accounting finance and management. CPA expected 2018.

EXPERIENCE

DIRECT ASSISTANCE INTERNATIONAL ORGANIZATION – Newark, NJ 2013 – Present

Founder and Part-time President of Start-up 501C3 Healthcare Charity

Write program proposals and secure pending medical supplies grants totaling $300,000

Reach out to prospective donors, requesting funding to open first-class independent living facility for elderly population in New Jersey

Procure $20,000 of medication and ship to resource-limited hospitals and clinics in Liberia

We fed over 150 poor and homeless families and kids at Camden Street Newark New Jersey.

ANCHIN BLOCK & ANCHIN, LLP - New York, NY 2017

Consulting Tax Accountant and Advisor (via TemPositions)

Complied with Dodd-Frank Act, ensuring client engagement letters were signed by organization presidents

Arranged 1120, 1120S, and 1065 forms for filing, and prepared U.S. tax returns and extensions

JAMES FONTANELLA, CPA - Woodland Park, NJ 2016

Consulting Tax Preparer (via Accounttemps)

Prepared C-Corporation 1120 and 1120S forms using Drake Tax and Intuit ProSeries

Migrated client data from Drake Tax to Intuit ProSeries, reducing data entry time by 33%

Conducted informal audits on tax returns, correcting errors, thus preventing IRS issues

JACKSON HEWITT - Brooklyn, NY 2016

Tax Consultant

Prepared Federal, State, and international individual tax returns and extensions

Consulted with clients on tax implications of various financial circumstances

Completed corporate tax returns for small businesses

O2 & COMPANY, TAX AND ACCOUNTING SERVICES - South Orange, NJ 2013 - 2015

Tax Preparer

Completed individual and small business tax returns using Drake tax software

Prepared financial statements for clients as well as 1040, 1120, 1120S and 1065 for partnerships, corporations, and S-Corporations

Compilation of financial information in the accepted format for proper financial reporting

Assist management in presenting financial information in the form of financial statements

Follow scope limitation and follow the procedures for compilation

BED BATH & BEYOND - Iselin, NJ 2012

Expense Payable Specialist (via Accounting Now)

Paid expenses by scanning invoices and printing checks using Lawson S3 totaling $5 million USD

Updated vendor and price data across all product lines using Microsoft Excel

Analyzed cost variations across all product lines using Microsoft Excel

Paid taxes imposed on retail transactions on consumers’ tangible personal properties and services that are used or stored in the state. Paid consumers’ Use tax for purchases from out-of-state vendors that are not required to collect tax on their sales.

COMMUNITY CHILD CARE SOLUTIONS – Iselin, NJ 2012

Subsidy Specialist (via Accounting Now)

Coordinated and audited CCCS payments to child care providers

Audited financial conditions to determine eligibility for benefits to ensure that parents and guardians met NJ Poverty Guidelines and child care providers met state licensing regulations

Approved qualified parents and guardians for child care subsidies based on new information

Updated guardian EBT cards using Omega and EPPIC, and reconciled their accounts

Managed budget on Microsoft Excel spreadsheet

BETHANY BAPTIST CHURCH - Newark, NJ 2009 - 2010

Assistant Controller

Prepared weekly revenue total in QuickBooks and provided a weekly report to management

Performed monthly closing

Generated monthly management reports and explained variances to budget

SKILLS

Advanced MS Excel skill including pivot tables, VLOOKUPS, and basic macros

Financial Management, Budgeting, Accounting, Auditing, Taxation

Advanced skill in MS Word, MS Access, MS PowerPoint

Electronic Payment Processing and Information Control (EPPIC)

Lawson S3; Lexis-Nexis and SEC Edgar research; Omega payment software; Drake Tax Software; QuickBooks; Pro Series software. Familiarity with Peachtree accounting software

EDUCATION

KELLER GRADUATE SCHOOL OF MANAGEMENT, DEVRY UNIVERSITY 2015

Master of Accounting and Financial Management

Rutgers University - Newark, NJ 2008

Bachelor of Science in Accounting

ADDITIONAL

New York CPA license expected 2018.

Built virtual machine using MS Cloud Azure: constructed database using MS SQL Server,

maintained information in database using Data Mining and Power BI (Business Intelligence). HTML, CSS and JavaScript.

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