Marny L. Workman, CPA
**** ***** ****** **. ******, MI 48176 734-***-****
************@***.***
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Financial Controller ? Chief Financial Officer
Motivated, pragmatic financial management professional with over twenty
years of experience with public accounting firms and private companies
providing tax, audit, accounting, and management advisory services to
diverse industries. Strong business leader and trusted advisor to owners,
shareholders, and executives, building long-term, mutually beneficial
relationships founded on trustworthiness and respect. Regarded for ability
to assess systems, processes, and controls to determine effectiveness for
carrying out organization's accounting requirements and financial goals and
implementing changes where needed. Strong leadership and planning skills,
with a solid commitment to task and team building through mentoring,
training, and inculcating shared values and objectives.
KEY AREAS OF EXPERTISE
> Financial Reporting
> Business Development
> Financial/Internal Audits
> General Ledger Accounting
> Budgeting and Cash Flow
> Accounting/Reporting Systems
> Banking and Vendor Relationships
> Staff Training and Development
> Internal Controls
> Tax Compliance
> US GAAP
> Financial Analysis
Technology Skill Set: Great Plains Dynamics, Creative Solutions, MS Office,
QuickBooks, BNA Tax, RIA Checkpoint
PROFESSIONAL EXPERIENCE
YEO & YEO, CPAS AND BUSINESS CONSULTANTS., Ann Arbor, MI 12/2013 to 05/2014
Senior Manager
. Led management advisory, tax compliance, and audit services
engagements.
. Prepared and reviewed federal and multi-state tax returns, verifying
compliance with all applicable laws and minimizing client tax
liabilities.
Key Accomplishments:
. Drove company business development activities, resulting in new firm
clients and increased revenue.
. Amended previously filed tax returns, saving clients thousands of
dollars in taxes.
ROGOW & LONEY, PC, Ann Arbor, MI 1991-1999 and 2006-2013
Manager
. Oversaw client engagements, including tax compliance; audits;
accounting system design, implementation, and management; business
mergers and sales; and budget preparation and analysis.
. Client portfolio included diverse industries, with company revenues
ranging from $500K to $500M.
. Reported directly to Board of Directors and owners of client
organizations.
. Directed staff of up to seven on projects, guaranteeing client
satisfaction, staff compliance, and adherence to budget and time
constraints.
. Reviewed internal controls, effectiveness, and compliance, designing
modified processes and procedures to ensure protection of company
assets.
. Designed and implemented accounting and control systems and procedures
for both firm and clients.
Key Accomplishments:
. Negotiated with governmental agencies to reduce or eliminate
additional taxes, interest, and penalties assessed, resulting in
savings of thousands of dollars to clients.
. Provided evaluation services for mergers and acquisitions, enabling
successful negotiation of numerous business transactions that allowed
companies to grow and realize substantial increases in net profits.
. Devised new financial reporting system for client, including
implementation and staff training. New system increased productivity
of staff, enabling elimination of one staff position with resultant
cost savings, and improved accuracy and timeliness of reporting to
outside sources.
SECURECARE, INC., Ann Arbor, MI 1999 to 2001
Controller
. Supervised all financial operations and reporting of multi-state
entities.
. Initiated successful financial budgeting processes that generated cost
savings and enhanced cash flow.
. Developed relationships with banking entities, securing a line of
credit to facilitate company expansion.
. Administered all computer and financial reporting systems and ensured
effective internal controls.
. Managed governmental and audit compliance activities, including
liaising with external auditors.
. Trained staff to provide accurate and timely reporting of critical
financial information to Officers.
Key Accomplishments:
. Delivered improved financial reporting and implementation of internal
controls to support company's goals of increasing market share and
profit margins, helping to increase sales by over $500K.
. Introduced redesigned accounting system to provide prompt and accurate
financial reporting, thereby allowing timely and informed decisions to
be made by company Officers.
. Monitored all tax compliance activities to ensure maximum tax savings
and compliance with applicable tax laws. Saved company in excess of
$10K through negotiations with governmental agencies regarding
previous non-compliance with tax filings and payments.
EDUCATION/CERTIFICATION
Bachelor of Accountancy, Walsh College, Troy, MI
Certified Public Accountant (CPA) - Licensed in the State of Michigan
PROFESSIONAL AND OTHER AFFILIATIONS
Michigan Association of Certified Public Accountants (MACPA)
American Institute of Certified Public Accountants (AICPA)
Walsh College Alumni Association (WCAA)
Ann Arbor/Ypsilanti Chamber of Commerce
Saline Area Chamber of Commerce
COMMUNITY ACTIVITIES
MACPA Task Force Member
Ann Arbor/Ypsilanti Chamber of Commerce Committee Volunteer
Saline Area Schools Volunteer