STEPHEN P. EVANS, CPA
**** *. ******** ***** 520-***-****
Tucson, Arizona 85743 ********@*****.***
OBJECTIVE:
Experienced detail-oriented accountant seeking the opportunity which will allow me to utilize my professional financial expertise, business experience, to improve processes and save organization time and money and ability to interact with senior and executive management
PROFESSIONAL EXPERIENCE:
1/06-6/18 Muscular Dystrophy Association, Inc. National Headquarters, Tucson, Arizona Director of Finance
Coordinate with each department head at the National office their fiscal year budget meetings. Interface between the accounting staff and the outside auditors for the fiscal year-end audit including two pension audits. Responsible for the preparation and completing the financial statements including the federal return for exempt organization. Oversee the accounting department staff which includes accounts payable, payroll, banking, investments, financial controls and month-end closing and reporting. Responsible for daily cash management. In this position I had to prove my skills in the areas of initiative, individual leadership, teamwork and collaborations of projects. Had up to thirteen direct reports to me at one time. Trained new staff in their position which resulted in the department operating smoothly. Was responsible for request for proposals for new auditors, new accounting system, pension plan trustees and investment managers. Was the lead in creating reporting in the new accounting system and figuring out how to tier reports and not affect the data in our main data base to successfully do allocation reporting.
4/02-1/06 Manager of Financial Reporting
Work directly with the Director of Finance. Maintain the records for research and clinic grants. Prepare all local district office audits which were used to generate additional revenue for the organization. Generate audit schedules on excel for the national organization audit. Responsible for state solicitation license and annual reports filings to stay in compliance with all fifty states including Puerto Rico. Function as the liaison between the state agencies, national office and field locations. Prepared all the pension plan filings and the federal return for exempt organizations. Took on greater responsibilities to free up the Director of Finance to do his job. Innovative in making the position easier and more efficient which allow me to take on more responsibilities.
3/98-4/02 Senior Accountant
Maintain records for all the research and clinic grants including preparation of journal entries. Account Reconciliations for the year end audit. Prepared all the local district office audits from start to finish and dealt directly with the outside auditors. Filing personal property tax and sales tax returns for local district offices. Built relationship with field staff that has lasted over twenty years and resulting in better collaboration between the difference level of the organization to achieve the mission objectives of the organization. These relationships have also taught me how to present accounting procedures and practices to non-accountants so they can understand what we were doing and how it impacted them.
STEPHEN P. EVANS, CPA
CPA Firm Experience:
9/96 to 3/98 CLIFTON GUNDERSON LLP, Tucson, Arizona, Senior Accountant. 1/95 to 8/96 MESSINA, CECI, ARCHER & CO, P.C. Stamford, Connecticut. Senior Accountant. 8/91 to 12/95 BREGMAN & CO. PC, Stamford, Connecticut. Senior Accountant 1/91 to 8/91 POLLAN, MAUNER & WESS, C.P.A.'S, Scarsdale, New York. Staff Accountant INTERNSHIP PRICE WATERHOUSE, West Palm Beach, Florida. Position with public accountant firms. Responsibilities include performing all aspects of opinion and non-opinion engagements ranging from posting transactions to the preparation of financial statements in accordance to GAAP and other comprehensive basis of accounting. Preparing tax returns for individuals, corporations, partnerships, estates and trust. Responding to individuals inquires on their personal income tax returns and the effect the internal revenue code has on them. Administer, supervise and review work of subordinate’s accountant. Consulted and trained client’s employees on the basic aspects of accounting. This experience taught me how to put many hours and become more efficient and the ability to research complex matters and solve issues. Due to enhancing my research abilities I saved a partner from providing inaccurate information to a client and saved that individual several thousands of dollars in taxes. I also took the penalty calculation and created my own calculation on the formula provided by the state and proved their calculation was inaccurate and saved this client from paying penalties and interest. EDUCATION: Master’s in accounting. State University of New York at Binghamton, Bachelor’s in accounting. State University of New York at Binghamton Associates in Business Administration. Broome Community College. Binghamton, NY. CERTIFICATION: Certified Public Accountant
COMPUTER SKILLS Excel, Microsoft Word, Microsoft Great Plains and various tax software AFFILIATIONS: America Institute of Certified Public Accountants Arizona Society of Certified Public Accountants
REFERENCES: Available upon request