Business Administration Credit Union
Resume:
Marie T. Milo
*** * **** ******, ************, PA 19139 614-***-**** ad3nx5@r.postjobfree.com
EDUCATION
Ph.D. Candidate - Business Administration
Liberty University
Lynchburg, VA 24515
Master of Business Administration
Franklin University
201 S. Grant Avenue
Columbus, Ohio 43215
Bachelor of Science in Accounting
Franklin University
201 S. Grant Avenue
Columbus, Ohio 43215
Associate of General Studies
Community College of Philadelphia
1700 Spring Garden Street
Philadelphia, PA 19130
LICENSES AND CERTIFICATES
CPA Certification Ohio CPA 35436 Expiration Date 12/31/2025 Certification can be reciprocated to other U.S. states
WORK EXPERIENCE
Adult Education Instructor - nine years
Eastland Career Center 4465 S. Hamilton Road, Groveport, Ohio 43125
Taught financial and managerial accounting courses at a career center for nine years
Taught basic and advanced accounting courses
Taught QuickBooks courses
Planned in-class instruction
Experience integrating technology and analytics into curriculum
Marie T. Milo
222 N. 52nd Street, Philadelphia, PA 19139 614-***-**** ad3nx5@r.postjobfree.com
Created appropriate syllabi and all instructional materials for assigned courses
Prepared test materials
Taught workshops in the area of finance – one at Wilberforce University
Accountant – (Current) 1.5 years
Robert Half International Inc., 1735 Market Street, Philadelphia, PA 19103
Work on a sales transition team for a large for-profit entity
Manager/Accountant - 15 plus years
CEO Now, LLC 1052 Franklin Ave., Columbus, OH 43205
Procure business through marketing and networking activities
Prepare financial statements for businesses
Provide businesses with financial statement analyses and recommendations
Prepare tax returns for individuals/businesses
Recommend tax strategies to reduce tax burden
Have conducted independent audits in which internal control and compliance with a governmental regulatory body was mandated.
Served as team leader on independent audits, planned out audit programs, coordinated with staff and implemented guidelines
SUPPLEMENTAL INFORMATION
Director of Destiny’s Child After-School Program – 5 years
Assisted elementary school children with improving reading, writing and math skills
Worked with children, parents, teachers and tutors on improving students’ academic progress
Recruited tutors for Program
Provided educational materials for students
Created structured program for children’s academic development
Prepared written and oral reports to stakeholders regarding program activities
Chair – Credit Committee – 4 years
Mt. Olivet Federal Credit Union 428 E Main Street, Columbus, Ohio 43215
Reviewed loan applications
Approved/Denied loan applications
Prepared committee reports to board of directors
Worked on improving the quality of loan portfolio in order to increase earnings
Marie T. Milo
222 N. 52nd Street, Philadelphia, PA 19139 614-***-**** ad3nx5@r.postjobfree.com
Chair – Supervisory Audit Committee – 3 years
Mt. Olivet Federal Credit Union 428 E Main Street, Columbus, Ohio 43215
Provide oral and written recommendations to the credit union’s management and board of directors
Assure financial soundness of credit union
Work with management to maintain capital adequacy
PROFESSIONAL AFFILIATIONS
PICPA Pennsylvania Institute of Certified Public Accountants
WORKSHOPS/ WEBINARS/TUTORIALS/TRAININGS RECENTLY COMPLETED
McGraw Hill Connect: Training Introduction by McGraw Hill
Navigating Connect and Completing Assignments by McGraw Hill
Engaging Students by Incorporating Excel Into Your Operations Management Course by McGraw Hill
Blackboard Learn: For Instructors - How to Design Your Course Entry Point by Anthology Inc.
Blackboard Learn: For Instructors - How to Add Content to a Learning Module by Anthology Inc.
Blackboard Learn: For Instructors - How to Align Content to Goals by Anthology Inc.
Blackboard Learn: For Instructors – Creating Tests and Assignments in Blackboard Learn by Anthology Inc.
Blackboard Learn: For Instructors – Anonymous Grading in the Original Course View by Anthology Inc.
Blackboard Learn: For Instructors – Use Discussions in the Original Course View by Anthology Inc.
Blackboard Learn: For Instructors – Create and Edit Blog Entries in the Original Course View by Anthology Inc.
Blackboard Learn: For Instructors – Create and Manage Tasks in the Original Experience by Anthology Inc.
Excel Tips & Tricks: Beyond the Basics by Jim Cline (ExcelCEO)
Effective Time Management Techniques by Sia Kal (FY USA LLC)
Being Ethical in a Corrupt Environment by Marc Tasse, MBA, CAP, CA CFF (University of Ottawa)
Accounting Robots: The Next Big Opportunity for Accounting Firms (Ganesh Ranganathan (Integra Global Solutions)
Marie T. Milo
222 N. 52nd Street, Philadelphia, PA 19139 614-***-**** ad3nx5@r.postjobfree.com
WORKSHOPS/ WEBINARS/TUTORIALS/TRAININGS RECENTLY COMPLETED - CONTINUTED
2022 Botkeeper for Accounting Professionals by David Farhi (Botkeeper)
Embrace Your Courage During Times of Uncertainty by Sandra Ford Walston (The Courage Expert)
Expensify: How to Get Stuff Done with a Small Team by Phong Le (Expensify, Inc)
Five Ways to Decrease Stress During Tax Season by Andrea R. Millar, RLP, CFLA, CPA
The Biden Tax Plan: What to Know for 2023 and Beyond presented by Carlos Dias, Jr.
Chief Proactive Advisor: Master Class by Sean Duncan (SMD Consulting)
Accounting Firm Owners: How to Create Optimized Workflows to Scale Your Firm by Shahram Zarshenas (Financial Cents)
Legal Steps to Start a Business (Nellie Akalp (CorpNet.com)
The 4 Secrets to Online Client Acquisition to Smash Your CPA Firms Growth Goals by Tyler S. Clark (Dream Firms)
Focus on Growth Benefits of Outsourcing Accounting & Tax Services by Todd Steinberg (GKM Inc.)
Diversity & Inclusion 1-On-1: The Leadership Balancing Act by Jina Etienne, CPA, CGMA (Etienne Consulting)
What to Consider When There is a Dementia Diagnosis by Sidney Kess, CPA, J.D., LL.M, (CPAacademy.org)
Discover the Passion and Purpose in Your Work by Andrea R. Millar, RLP, CFLA, CPA
How to Effectively Conduct a Remote Audit by June Toth, CPA, CFF, CITP, CGMA (WILKIN & Guttenplan, P.C.)
What is New in QuickBooks Desktop 2022? By Marjorie Adams (Fourlane)
Reducing Business Expenses: Tips and Tricks by Rudy Bazelmans (Expense Reduction Analysts)
How to Unlock Your Firm’s Capacity for Advisory Services by Yoseph West (Relay)
How to Shift Income to Beneficiaries by Steve Gonn, CGMA, CPA, J.D. (Thompson Coburn LLP)
First Time Penalty Abatements (FTA) Made Easy by Roger Nemeth, EA (Tax Mentor)
Offers in Compromise and Installment Agreements by Karen J. Tenenbaum, ESQ, CPA, LL.M (Tenenbaum Law, P.C.)
REFERENCES
Dr. Ebony Speakes-Hall 937-***-**** ad3nx5@r.postjobfree.com
Lynae Cummings 614-***-**** ad3nx5@r.postjobfree.com
Traci Stevenson 614-***-**** ad3nx5@r.postjobfree.com
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