Manager Financial

Ryan J. Berggren, CPA

*** ***** **** **. 206-***-****

Basking Ridge, NJ 07920 ************@*****.***

Objective – To enhance the continued development of a successful public accounting firm by providing quality assurance, tax and consulting services in an environment that is mutually beneficial for growth.

Background – Certified Public Accountant with several years of experience in auditing, financial reporting, and income tax preparation and planning for both publicly and privately owned financial institutions, printing, manufacturing, marine industries and shipping companies. Other experience includes general ledger reconciliations, bank management, SEC and regulatory reporting, financial statement preparation and internal audit.

Employment History

Self-Employed, CPA – Denver, CO and New Jersey – April 2016 through present.

Accounting consultant and tax preparer for small CPA firms and businesses in Denver and New Jersey. Assisted with bookkeeping and monthly close processes. Prepared financial statements and assisted with external reviews and audits for small businesses. Tax return preparer for a CPA firm in spring 2017 and fall 2016.

Block Advisors – Broomfield, CO – December 2015 through April 2016 (contract position)

Tax Preparer and Consultant for individual and small business clients in various industries.

Carlson Advisors, LLP – Seattle, WA – October 2013 through June 2015

Tax Manager and tax lead for the Seattle and Los Angeles offices. Responsible for preparation and review of all tax returns, research and audit support for a client base including printing, manufacturing and other small and mid-sized businesses. Managed five staff members and led the local training for the Seattle and Los Angeles offices.

Fortner, Bayens, Levkulich & Garrison, PC – Denver, CO - August 2012 through October 2013

Audit Supervisor for an accounting firm that specializes in audit, tax, internal audit, and consulting services to financial institutions in the Rocky Mountain region. Responsible for managing audit teams and reporting findings to management and audit committees. Prepared financial statements, tax returns, and management reports for clients ranging in size from de novo financial institutions to over $1 billion in assets.

Jackson, Morgan & Hunt, PLLC – Seattle, WA – August 2009 through August 2012

Manager for a small accounting firm that specializes in financial reporting and tax issues for individuals and small businesses in Washington, California and Alaska. Responsible for managing the firm’s audit, review and compilation engagements. Consult with current and new clients regarding business structure and tax return preparation and planning. Client base included fishing boats, marine transportation, moving companies, medical offices, hospitality and real estate.

McGladrey & Pullen, LLP – Seattle, WA – April 2007 through June 2009

Audit Supervisor for both publicly and privately owned financial institutions in the Pacific Northwest. Responsible for planning and performing audit procedures, SOX internal control testing, and FDICIA reports on internal control. Manage and train one to five staff and report engagement status to partners. Report findings and recommendations to client management and audit committees through written and verbal communication. Teach firm continuing professional education courses to first and second year staff members throughout the country.

Fortner, Bayens, Levkulich & Garrison, PC – Denver, CO - October 2004 through April 2007

Audit Supervisor – See job description above.

Town Bank – Madison, WI – August 2002 through June 2004

Accounting Officer responsible for the reconciliation and reporting for several general ledger accounts and consolidated financial statements. Prepared monthly board of directors reports summarizing financial information and financial analysis. Prepared Call Reports and other regulatory correspondence. Supported external and internal auditors in the preparation of the bank’s financial statements and internal control structure.

Education

BA - Accounting, Upper Iowa University, 2004

Master of Taxation, Golden Gate University, 2014

Current CPA license in Colorado, Washington and New Jersey

References

Available upon request.

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