Experienced Accounting Professional – CPA Candidate

Experienced financial and managerial accountant with nearly 7 years of experience as an accountant working in diverse areas of accounting. Acknowledged for sound decision-making abilities, analytical skills, business acuity, ongoing education, and problem solving skills. Strategic, methodical and reliable, recognized for a calm demeanor in mediating conflict. Enjoys thinking “outside the box,” deriving new solutions to old problems through strategic information gathering, data collection, and comprehensive scrutiny. Persuasive and concise communicator; experienced in working with all levels of management in varied industries, coaching subordinates for greater productivity and understanding. Academic preparation includes an M.B.A. with emphasis in Finance, M.S. in Accounting, and B.S. in Accounting. Currently scheduled to take Regulations (REG) and Financial Accounting and Reporting (FAR) exams in January 2017.

Qualifications and Areas of Experience

CPA Candidate – REG & FAR scheduled

Financial Analysis & Reporting

Strategic Financial & Business Planning

Information Systems Implementation

Managerial & HR Experience

Audit & Internal Control

Staff Supervision & Training

Budgeting & Forecasting

Corporate Accounting

Financial and Compliance Auditing

Small Business and Individual Tax

Small Business Consulting Experience

Software Skills

Accounting Software: Oracle JD Edwards, QuickBooks

Tax Software: UltraTax, Lacerte

Excel Skills: Advanced Excel experience (Pivot Tables, VLOOKUP, macros)

General Software Skills: Proficient with all MS Office products

CRM (Contact Management) Software: Salesforce, GoldMine

Career Progression

Audit Associate – Heinfeld Meech & Co P.C., Phoenix, Arizona

August 2016 – October 2016

Examine financial records, client internal controls, and assess for risks of fraud or financial misstatement

Interview client personnel to obtain supporting information necessary for assessment of client operations

Analyzes client accounts and prepares documentation as evidence of and to support the analysis

Summarize and document findings and propose adjustments

Assist with preparation of final reports

Staff Accountant (Western Division) - ISS World Services North America, Tempe, Arizona

January 2015 – August 2016

Perform daily and monthly accounting activities for the Western Division

Perform month end close, including account reconciliations and report to corporate office

Analyze business operations trends, revenues, and financial commitments to project future revenues and expenses

Prepare reports and projections for operations

Assist Finance Director with quarterly and annual budgeting

Staff Accountant - Solar Topps, Phoenix, Arizona

September 2014 – January 2015

Responsible for the accounting, sales, and HR departments

Uncovered and corrected longstanding errors in accounting history

Set up new chart of accounts to better track and allocate expenses for business planning

Implemented policies and procedures to improve company efficiency

Reduced average A/P payments from 60+ days (delinquent) to less than 10 days gaining discounts

Reduced average A/R collections from 90+ days to less than 30 days

Independent Accountant/Contract Accountant - CS Accounting, Phoenix, Arizona

January 2010 – September 2014

Conducted small business accounting, tax preparation, and business consulting

Individual tax planning and preparation of returns (1040, 1040x, investment and flow through income)

Audited financial and Federal compliance records

Performed account reconciliations, GL entries and adjustments, budgeting adjustments, A/P and A/R reconciliations, adjustments to reconcile balance sheet and Federal Tax returns

Generated financial reports for mergers and acquisitions

Performed year-end close of company books

Formalized company contract with collections agency to collect past due accounts (over $65,000 collected)

Analyze and review budgets, revenues, expenditures, and performance trends

Perform industry and market research to generate comparative analysis of key company strengths

Worked with building contractors and manufacturing clients regarding job costing and WIP

Education:

M.B.A., Grand Canyon University

M.S. Accounting, Saint Joseph’s College

B.S. Accounting, Grand Canyon University

Professional License:

Uniform CPA Exam (in process – tentative License Date of May 2017)

Arizona Notary Public (Valid through February 9, 2018)

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