FRED L. PHILLIPS, CPA

**** ********* ****.

(ac868f@r.postjobfree.com)

404-***-****)

SKILL SET HIGHLIGHTS

A CPA with over 20 years of experience in hands on roll up your sleeves accounting. Experienced in month end closings and all processes involved in the preparation of financial statements. Experienced in the process of auditing financial statements and the preparation of audits reports. Public or industry accounting. A five tool accountant experienced in all phases of the process of preparing, reconciling and analyzing (cost analysis) financial statements and performing audits.

Fred L. Phillips CPA Firm 2002-2019

ATLANTA, GA

Senior Tax Accountant

Senior Auditor/Accountant

Initiating and posting transactions to the general ledger, monthly close out entries, reconciliations of all areas of financial statements, making journal entries, cost accounting for specialized projects and generating monthly reports to management. Fixed asset analysis (Comptroller)

Compilation of Financial statements, payroll, sales tax reports, property tax filings and payroll tax reports

Industry experience includes Restaurant, Construction, Real Estate, Medical, LLC’S and Non-Profits

Prepares tax returns (over 20 years’ experience) for Individuals (High Net Worth), C Corporations, S Corporations, Partnerships and Estates

Researches tax laws to determine most efficient tax treatment for various cases

Analysis, testing and evaluation of internal controls

SOX Internal Control experience

Pivot Tables and V Lookups

Manage and Direct audits from start to finish including analyzing internal controls and setting up compliance testing. Reconciling all areas of financial statements (Cash, A/R, A/P, Notes Payable and etc.)

Directing of client accounting staffs on audits I have performed

Produce financial statements from QuickBooks and Peachtree accounting software (Soup to Nuts)

Producing Audit Reports

I have done A-133 Audits (Government required audits)

Meet with clients to consult on ways to achieving bottom line increases from marketing, cost management & tax initiates

Prepare detailed balance sheet reconciliations for clients and research differences

Performed various analytical analyses, sampling and testing

Prepared annual budgets for clients based upon projected revenues and analyzed variances with explanation to clients

PROFESSIONAL EXPERIENCE

HMS- Health Management Services 2014-2018

ATLANTA, GA.

Senior Auditor/Senior Accountant

In charge of monitoring and auditing a special needs trust portfolio of over 250 million dollars (700 individual trusts accounts)

Reconciliations of every area of financial statements

Investigating fraud and violations of rules-Turned over to State Attorney General

Development and maintenance of liaisons with Banks and Trustees

Development and application of Cost accounting with regard to expenditures of Trusts.

Learned to build and run specialized reports from massive database

Forecasting of revenues from data analysis

Walton C. Bryde & Associates, CPAs 1998-2001

ATLANTA, GA

Senior Tax Accountant

Senior Auditor/Accountant

Initiating and posting transactions to the general ledger, monthly close out entries, make journal entries, generate monthly reports to management and payroll processing with amortization, depreciation, accrual adjustments and intercompany entries (Comptroller)

Compilation of Financial statements, payroll, sales tax reports and payroll tax reports

Industry experience includes Construction, Real Estate, Medical, LLC’S and Non-Profits

Prepares tax returns for Individuals, C Corporations, S Corporations, Partnerships and Estates

Researches tax laws to determine most efficient tax treatment for various cases

Analysis, testing and evaluation of internal controls

Manage and Direct audits from start to finish including analyzing internal controls and setting up compliance testing

Directing of client accounting staff on audits I have performed

I have audited Non-Profit and For Profit organizations with over 100 million in Net Assets and Profits

I have routinely come in under budget for my audits and tax returns

I have done A-133 Audits (Government required audits)

Meet with clients to consult on ways to achieving bottom line increases from marketing, cost management & tax initiates

Prepare detailed balance sheet reconciliations for clients and research differences

Performed various analytical analyses, sampling and testing

Prepared annual budgets for clients based upon projected revenues and analyzed variances with explanation to clients

EDUCATION

New Mexico State University

LAS CRUCES, NM

Bachelor of Business Administration in Accounting

Collegiate Athlete

CERTIFICATIONS

CPA (Certified Public Accountant)

CFE (Certified Fraud Examiner)

Member Georgia Society of CPA’S

COMPUTER SKILLS

Ultra Tax, Great Plains. Creative Solutions Accounting, Microsoft Office Programs, Lacerte Tax, Go Audit, Oracle, PeopleSoft, QuickBooks & Peachtree Accounting. Can excel in any windows based computer software package

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