CUSMORE L. SIMON, RFC

203-***-**** Fax 203-***-****

E-mail ad1q0f@r.postjobfree.com

EDUCATION AND PROFESSIONAL LICENSES

Western Governors University BA –Currently Attending

Stone Academy Hamden CT Accounting Program Graduate

FINRA Series 6& 63 Licensed

Certified QuickBooks Pro Advisor

Proficient in Office application MS Word, Excel, QuickBooks Version: 2004:2023

Microsoft Dynamics GP 13, Navision

Sage & Peachtree & MAS 90 Versions 2004:2019

EXPERIENCE

Robert Half Company/AccounTemp, Shelton, CT January 2006- October 2023

Accounting/Consultant

Kimball Group LLC, Monroe CT-- Lead the full accounting closing process to ensure deadlines are met. Prepare various technical accounting analyses, policies, and procedures. Responsible for creating relevant and timely reports on financial data analytics like the monthly flash report, key financial metrics, and actual spend against budgets/outlook. Contribute to the preparation of financial statements through data analysis, document preparation, integrity validation, and reconciliation processes. Responsible for inventory management for Quarry operations in Excel and QuickBooks Enterprise

Ametek, Waterbury CT- Update and manage standard costs in ERP system

Prepare and analyze monthly journal entries and account reconciliations

Responsible for business unit material cost analysis (includes reporting, scrap, reserves, and other elements of material cost). Analyze performance and cost trends, maintain budget vs. cost data. Record financial adjustments resulting from annual physical inventory and monthly cycle counts, reconciliation of international revenues. Ensure compliance with GAAP/SOX and provide support in external and internal audits.

Nestor & Clayton CPA Firm, Bridgeport CT, Task included preparation of financial statements, general bookkeeping, accounts payable and receivable, journal entries, trial balances, adjusting entries, bank, credit, and investment account reconciliations, cost accounting, inventory analysis and analyzing cash, fixed assets and payroll for deficiencies. Tax preparation & planning for C- Corps, S-Corps, Partnerships and Individual tax clients.

PFS Investments (Primerica co.), Danbury CT, Dec. 2019-Present

Financial Services.

Presented 25+ finra approved 401k & investments seminars to current and potential prospects.

Help clients and prospects identify potential protection gaps and implement different protection strategies with various insurance plans.

Crafted various plans and solutions for debt management, college planning,

Provided clients and prospects a one stop shop approach, with the combination of various services which include: Life insurance, Property & Casualty insurance, Investment analysis and management, and retirement planning.

Simon Accountancy Inc., Shelton, CT December 2014- Dec 2022

Accounting

Assists Not for Profits organizations with preparation of working papers for annual audit.

•Reviews tax work of staff members.

•Trains, mentors and provides work direction to staff.

Prepare the 990 and monthly reporting for employee retirement.

Tax preparation, planning and coordinating tax projects- S-Corps, C-Corps, Partnerships & Non-Profits.

Assist with IRS correspondence and dispute resolution.

Construction Accounting, AIA Billing, Certified Payroll, accurately track project cost & revenue.

Premier Education Group, East Haven, CT September 2013- December 2014

Accountant

Executed broad range of accounting function for this organization with annual revenues in excess of $ 200 million.

Manage weekly cash flow, worked closely with CFO cash management strategies.

Tactics include accounts payable, receivable, intercompany and bank reconciliation.

Assist management team with budget preparations and forecasting.

Able to work quickly and accurately with large volume of data.

Jackson Hewitt/ Main Street Insurance September 2004-January 2006

General /Marketing Manager

Implemented various marketing strategies for Tax Preparation and Home& Auto Insurance.

Supervised, trained and staffed five office locations, increase productions over 80% and was awarded best second year tax office in the eastern district from Jackson Hewitt Corp.

PROFESSIONAL RELATIONSHIP

Member of American Institute of Certified Public Accountants

Member of the American Institute of Professional Bookkeepers

Member of International Association of Registered Financial Consultants

Member of National Association of Tax Preparers

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