Richard A. Roberts, BS, MBA, JD

*** ****** ******, #***, ***** Plains, NY 10602

ad2528@r.postjobfree.com

Phone 347-***-****

SUMMARY

A versatile and experienced accountant with over 15 years of expertise in accounting, tax preparation, business consulting, and legal services. Skilled in preparing financial statements, budgets, forecasts, reconciliations, and audits. Proficient in various accounting software and systems. An attorney with strong analytical, communication, and problem-solving abilities.

SKILLS

• Accounting: GAAP, FASB, financial statements, bank reconciliations, journal entries, management reports, variance analysis, budgeting, forecasting, cash management

• Tax: federal, state, and local tax preparation and compliance, technical tax research, complex tax return preparation (1040, 1120, 1065, 990)

• Software: QuickBooks, Quicken, Microsoft Excel, Microsoft Word, Wolters Kluwer, ATX, Drake

• Legal: bankruptcy, real estate, criminal law, family law, wills, probate, estates

• Other: data entry, accuracy, flexibility, report preparation, critical thinking, negotiation, research

PROFESSIONAL ACCOUNTING EXPERIENCE

CONSULTING AND BUSINESS SERVICES, White Plains, NY (2018-2023)

Position: Business Consultant

Accounting and bookkeeping, business organization, incorporation, real estate investment, deeds, bankruptcy forms, tax return preparation (1040, 1120, 1065, 990), preparing business plans, 501(c)(3) applications, real estate ROI.

WESTCHESTER CHORDSMEN (Not-for-Profit)

Positions: Treasurer, (2019-2020), Secretary, (2018-2019)

Cash management, preparing monthly financials, bank reconciliation, preparing 990.

ARTHUR YOUNG & COMPANY, New York, NY

Position: Tax Staff

Tax compliance preparation, technical tax research, managing client accounts, complex tax return preparation. Federal, State and Local tax preparation.

CITICORP, New York, NY

Position: Financial Analyst – Staff Officer

Strong analytical skills, support operations through analysis of key performance indicators and trends. Review financial statements and determine sales revenues, costs, and business expenses. Developed detailed spreadsheets incorporating trends and forecasts.

CHESEBROUGH PONDS, Greenwich, CT

-Prince Matchabelli Division

Position: Chief Accountant

Responsible for preparing monthly financial statements, budget variance analysis, prepared projections, worked with financial team to complete assignments and report to management as needed.

UNION CARBIDE CORPORATION, Tarrytown, NY

-Respicare Division

Position: Accounting Manager / Senior Accountant

Reorganized the entire financial operation from chart of accounts, preparing financial statements, account analysis and account receivable collections, accounting for medical supplies, processed A/R, bank reconciliations, reports to management.

EDUCATION

JOHNS HOPKINS UNIVERSITY, Coursera

Certificates: COVID-19 Contact Tracing (2020)

COVID Vaccine Ambassador Training (2022)

LINKEDIN

Certificates: Using Questions to Foster Critical Thinking and Curiosity (2021)

Learning Excel 2019 (2021)

Business Analysis Foundations: Business Process Modeling (2021)

Real Estate Analytics (2021)

Analyzing a Real Estate Deal (2021)

Entrepreneurship: Bootstrapping Your Business (2022)

BRONXVILLE ADULT EDUCATION

Certificate: Quickbooks (2019)

BROOKLYN LAW SCHOOL, Brooklyn, NY

Degree: Juris Doctor, Major: Law

IONA COLLEGE, New Rochelle, NY

Degree: Master of Business Administration, Major: Accounting

AMERICAN INTERNATIONAL COLLEGE, Springfield, MA

Degree: Bachelor of Science, Major: Accounting

OTHER EXPERIENCE

PUBLIC CONSULTING GROUP, Virtual Call Center (5/2020-6/2021) (10/2021-4/28/2022)

Position: Covid-19 Contact Tracing and Case Investigation

Collaboration with the Case Investigator from the local health department (LHD).

Call contacts of newly diagnosed cases.

Collect and record information on symptoms and needs into the CRM with accuracy.

Provide contacts with approved information about NYS isolation and quarantine procedures, and if appropriate, refer them to testing according to protocol and/or to a COVID-19 Community Support Specialist for social resources.

Inform contacts about the importance of isolation or quarantine and what to do if symptoms are present or develop.

LAW OFFICE OF RICHARD A. ROBERTS, White Plains, NY (1984-2018)

Position: Attorney-at-Law

Represented clients in bankruptcy, real estate, criminal law, family law, wills, probate, divorce, estates, title closings.

Prepared financial analysis for bankruptcy clients, business plans, 501(c)(3) applications.

MERCY COLLEGE, White Plains, NY

Position: Adjunct Professor

Business law teacher, Paralegal program – taught students how to develop a broad foundation for their careers as a paralegal. Solid working skills to work in a lawyer’s office or other businesses.

PACE UNIVERSITY, White Plains, NY

Position: Adjunct Professor

Business law teacher – taught students the laws that govern how to start, buy, manage, close or sell any type of business; establishing the rules that businesses should pursue.

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