Accounting Financial

Pat Newman

West Palm Beach area, Florida ***** ******@*****.*** 678-***-**** (C)

http://www.linkedin.com/in/patnewman

Summary of Qualifications

INTERNAL AUDIT CONTROL GAAP ACCOUNTING FINANCIAL REPORTING

Accomplished professional with proven success leading financial operations to achieve organizational mission across a variety of sectors. Skilled at building working partnerships with executives, regulatory agencies, clients, vendors, and staff. Demonstrated success leading process improvement initiatives to improve efficiency, enhance business operations, reduce costs, and impact the bottom-line. QuickBooks Pro Advisor qualified. A respected leader and solution provider; dedicated to surpassing goals.

Job Costing

Budget Administration

Tax Preparation

Staff Leadership

Financial Relationship Management

Management / Finance Controls

Financial Reconciliation

Process Improvement & Standardization

Regulatory Compliance

Education

Northwood University, Midland, Michigan - West palm Beach, Florida Campus

Bachelor of Business Administration and Accounting - Graduated Magna cum Laude with a 4.0 in Accounting (2001)

Associates in Business Administration – Graduated Magna cum Laude (2000)

Skills

Timberline/Sage 300 Master Builder Visual Manufacturing MAS90 Great Plains QuickBooks Pro, Premier – Accountants Version & Enterprise Peachtree MS Office Products MS Access FoxPro Lotus123 AccPac Word Perfect - Software Conversions from QuickBooks to ERP Systems – Timberline Implementation

Employment History

Contract Controller 2015-2016

Provide controller level, consultative accounting services to small and medium businesses across the technical, real estate, construction and building & remodel sectors.

Manage all aspects of business start-up, advanced daily accounting, and month- and year-end functions.

Prepare & process and Job cost payroll; handle 1099 preparation and filing.

Analyze and reconcile financial statements, monthly reports, and loans; identify and resolve discrepancies.

Perform job costing activities to support efficient business operations.

Conduct staff training, detailing accounting practices and procedures including report preparation and financial statement analysis and full HR duties.

Sample of clientele includes: C & D Consulting Group, The Next Step Sober Living, Cliff Moen IT Professional, Decha Designs.

PEMCO & CO 2015-2015

CONTROLLER

Start-up municipal Energy Efficiency Company that reduce costs and improve asset value. (Left due to financial insufficiency)

Converted from QuickBooks to Timberline as the job cost and accounting system for 3 companies.

Initiated Job Cost for new projects.

Managed all accounting processes including day to day, payroll, taxes.

Analyze and reconcile financial statements, monthly reports, and loans; identify and resolve discrepancies.

Sales & Use tax filings in multiple states. Caught-up Payroll Taxes in multiple states.

Financial Reporting to Officers and Investors.

VERDEX CONSTRUCTION, West Palm Beach, Florida 2014-2015

CONTROLLER

Start-up construction company. Part-time Position

Managed all aspects of start-up for the accounting department and HR. Created Employee Handbook, Process and Procedures for both areas.

Brought in and set-up Timberline as the job cost and accounting system, generating a 53% savings in implementation. Created new custom reports in preparation for anticipated jobs.

Brought in and set up ADP payroll systems.

Managed Workman’s Comp reporting for existing employees, generating a $30k savings by direct reporting.

Analyze and reconcile financial statements and loans in preparation for international investors.

Prepared 2015 Budget Projections.

Pat Newman Page Two

ACCOUNTING ASSOCIATES 2010-2014

Contract Controller, Roswell, Georgia

Provide controller level, consultative accounting services to small and medium businesses across the legal, technical, real estate, not-for-profit, medical billing, landscaping, installations, construction (Government Contracts) and building & remodel sectors. (QuickBooks Pro Advisor)

Manage all aspects of business start-up, advanced daily accounting, and month- and year-end functions.

Process payroll and prepare payroll; handle 1099 preparation and filing.

Prepare sales and use tax filings in multiple states, ensuring accuracy of information.

Analyze and reconcile financial statements, monthly reports, and loans; identify and resolve discrepancies.

Perform job costing activities to support efficient business operations.

Conduct staff training, detailing accounting practices and procedures including report preparation and financial statement analysis.

Workman’s Comp, OCIP/CCIP Management, Certified Payroll for government contracts-MUR Reports

Sample of clientele includes: ZSI, Matthews Consulting, Marcus Rosen- Atty, North-side Tree.

Vista Realty Construction, Atlanta, Georgia 2007-2010

Controller (2007-2010)

Controller, Meridian Construction & Development (2007)

Direct all financial operations, including closing financial books and records and preparing monthly financial statements such as B/S, I/S, and cash flow for a corporate construction division with $300 million in revenues. Manage the audit, reconciliation, and reporting ensuring compliance with both internal and regulatory guidelines.

Realized $300,000 in overpayments by reconciling sub and vendor files within six months.

Recovered supporting information to reverse a $15 million audit assessment by the Sales & Use Tax Division of the Department of Revenue.

Maintained the supporting ledger by calculating interest against loans and reconciling versus loan activity reports; decreased month end close process 15 days by creating a close book to support insurance and financial audits.

Designed custom job cost reports showing percent complete for each budget item and detailing budget amount, actual cost, and percentage complete for each project.

Created expanded financial statements, encompassing balance sheet, monthly comparable income statements, and a trailing report used for members and the Corporate CFO to regulate cost control and banks for loan purposes.

Prepared for financial statement audits by reconstructing month-to-month and monthly close financial statements and support ledgers as warranted.

Analyzed and assessed account detail, ensuring each transaction correlates to accounts payable and every account receivable item ties to a general ledge entry; distributed equity to owners per specifications.

Developed and implemented the use of standardized financial statements capable of being generated at both summary and detail levels; maintained sales and use tax ensuring accuracy of information.

Enhanced analytics by creating monthly AIA billings versus subcontractor write-up and vendor payment percent complete while leading efforts to manage job costs by conducting weekly reviews and assessments.

Campus Crest Construction, Charlotte, North Carolina 2006-2007

Controller

Prepared financial statements such as the balance sheet, income statement, and trailing reports for 26 entities complying with all regulations. Cultivated and fostered effective working partnerships with internal staff and external business partners to ensure operations remained within established budget parameters and complied with vendor contracts.

Streamlined operations by defining and implementing standard work and departmental procedures, including month end processes and the creation of balance sheet, income, and cash flow statements and ledgers.

Spearheaded a process improvement initiative by refining and restructuring GAAP accounting procedures across four different companies generating $200 million in revenues.

Managed payroll, workers compensation, employee benefits, and the expense report processing.

Supervised a staff of six, leading efforts to develop a cohesive and productive infrastructure.

Oversaw HR personnel charged with managing payroll processing and benefits administration and trained staff in data entry processes, ensuring payroll journal and month end entry accuracy.

Reviewed timesheets for 18 entities and a total of 100+ employees, ensuring accuracy prior to submission.

Examined payroll, identified issues, and resolved problems to ensure posting accuracy.

Updated financial statements by analyzing and revising financial information in the ERP system and Timberline.

Developed and implemented financial processes and schedules to meet corporate goals and comply with regulatory guidelines; created a depreciation schedule and refined the balance sheet and profit and loss statement.

Prepared for audits by assessing, reconciling, and recreating the monthly financial statements and supporting ledgers; managed audit and financial statement revisions for domestic and international investors.

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