Accounting Financial

ROBERT H SCHWARTZ

********@*****.*** Martinsville, NJ Cell 732-***-****

TAX/MANAGERIAL ACCOUNTANT

Preparation, research and review all types of tax returns, which include: Payroll, Sales,

S-Corp, C-Corp, Partnership, Estate, Trust, Gift, Individual and HNW clients with annual earnings in excess of $10 million. Public and private accounting professional with multi - sector expertise and a track record of success with start - ups, non profits and corporations. Maintained CFO function for more then 50% of clients. Impacted the bottom line of those clients by partnering with business leaders, banking relationships, analyzing business trends and controlling expenses in the Manufacturing, Construction, Insurance, Wholesale/Retail and Publishing industries.

AREAS OF EXPERTISE

FINANCIAL TRACKING FINANCIAL REPORTING

BUDGETS & FORECATING FINANCIAL ANALYSIS

BANK RECONCILIATIONS TAX PREPARATION

INVESTMENT ACCOUNTING HUMAN RELATIONS

PAYROLL MANAGEMENT BUSINESS PLANNING

ANNUAL REPORTING

PROFESSIONAL EXPERIENCE

Rose & Co, Martinsville, NJ 2010 – Current-Accountant/CFO/Consultant

Accounting, Business & Tax Service, involved in the preparation and review of business, estate and individual tax returns/budgeting & forecasting/financial analysis/accounts receivable/accounts payable and cash management. Types of clients included: CPA firms, IT Business, manufacturing and brokerage.

Obtained financial backing for countrywide growth of IT Corporation

Developed business plan for 30% growth of local accounting firm

RHS ASSOCIATES, INC 1986 - 2010

President/Accountant/CFO

Developed business from inception to profitability with over 300 clients within two years

Collected and analyzed customer business and financial business information, evaluated

& architected viable accounting, budgeting and financial directional plans based on

findings and made presentation to management team/clients.

Spearheaded all aspects of managing & reporting financial activities associated with

investment portfolios for manufacturing, construction and retail related businesses

as well as individual high net worth clients.

Generated monthly/quarterly P&L statements for clientele averaging $10 million in

revenue.

Effectively negotiated with banks/lending institutions securing business and private loans.

Successfully represented clients at audits, negotiating either to no tax increase or

monetary refunds.

Posted journal entries, maintained G/L and reconciled bank & investment accounts,

prepared payroll and carried out monthly, quarterly and year end processes,

inclusive of inventory.

Prepared all payroll tax, sales tax, and end of year corporate, partnership, estate &

individual tax returns.

Managed a team of 5 - 10 including, junior & senior accountants, a/p, a/r clerks and

administrative staff.

PRIOR EXPERIENCE

EDREI COMMUNICATIONS 1980 - 1986

Controller - Privately held Publishing Firm

OTHER EXPERIENCE

Investment accounting - P&L/Regulatory Reporting-Cost Controls/Budget-

business/Finance Consulting.

Adept at research, compiling, analyzing & tracking financial data; strong database

management, spreadsheet creation, and statistical analysis skills.

Possess current and comprehensive knowledge of principles, concepts, laws &

regulations of financial management and public/private accounting gained though

professional experience.

Possess excellent communication presentation, negotiation & client relationship skills combined with solid expertise in writing & presenting comprehensive business plans.

EDUCATION

Bernard M Baruch College (Currently CUNY) BS in Accounting. GPA 3.2

TECHNICAL: MS Office, Word, Excel, Outlook, Quickbooks SAP, ADP, Paychex,

Lacerte Tax, Intuit Pro, Ultra tax, CCH Prosystem & BNA Tax Planner.

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