David Wysoki, MBA, CPA

210-***-**** ad3xzu@r.postjobfree.com

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Dear Mr./Ms. Last Name or Dear Sir or Madam:

I have enclosed my resume for your consideration of my qualifications for the position with your company. Based on the qualifications that you have listed in the job announcement, I feel confident that I am a strong candidate for your consideration.

In addition to my MBA in Finance and Information Security and Master’s degree in Accountancy, I have experience in Operations Management as well as corporate accountancy that includes taxation, auditing, bookkeeping, financial management, digital forensics, security, and information assurance for a wide range of national and international clients, oil & gas companies, as well as ranch and farm entities. Through each of my positions, I have gained the management and accounting experience that will allow me to quickly transition into this position.

I look forward to the opportunity to meet with you to review my qualifications and experience in a personal interview. With reasonable notice, I can arrange my schedule to meet with you at your earliest convenience.

Thank you for your time and consideration of my request and qualifications. I look forward to hearing from you soon.

Sincerely,

David Wysoki, MBA, CPA

Enclosure

David Wysoki, MBA, CPA

210-***-**** ad3xzu@r.postjobfree.com

SUMMARY

Experienced Business Accounting and Finance Professional with a background in taxation, auditing, bookkeeping, financial management, digital forensics, security, and information assurance.

Comprehensive knowledge of GAAP, GAAS, Internal Revenue Code (IRC), and PCAOB authoritative standards and reporting.

Excellent supervisory, organizational, and time-management abilities – able to effectively manage team members in a fast-paced and client service-oriented environment.

Strong verbal and written communication skills with the ability to communicate effectively at all corporate levels.

Flexible fast learner who can seamlessly transition into new or related roles and work environments with little instruction and supervision.

Computer software proficiency includes GoSystem Tax, GoFileRoom Lacerte, Pro Series, QuickBooks, Kali-Linux, Adobe Acrobat Pro, Windows Microsoft Office (Teams, Word, Advanced Excel, Outlook, Access, and Visio) Zoom, Oracle NetWeaver- SAP Business Intelligence, Enterprise Resource Planning, Pen Testing, Data Mining, ISO, HIPAA, and COBIT.

EDUCATION

MBA in Finance and Information Security, Texas A&M University – San Antonio, Texas, December 2016. GPA 3.9

Master of Professional Accountancy, Texas A&M University – San Antonio, Texas, May 2015. GPA 3.9

Cum laude graduate, BBA in Accounting,, The University of Texas at San Antonio, Texas, May 2013. GPA 3.4

EXPERIENCE

CAPTRUST, San Antonio, Texas May 2021 – Present

(Formerly dba SOUTHERN WEALTH MANAGEMENT, LLP)

Tax Accountant

Trained multiple newly onboarded Associates on tax preparation and company/client workflow processes.

Facilitate CPA continuing education Lunch and Learn for Managers and all colleagues that included presentation efficiencies maximization through Advanced Excel Macro-VBA meetings.

Provided IT support by troubleshooting local problems and maintaining office software/hardware.

Upgraded companywide editing software with features that decreased liability and increased productivity.

Gained tax controversy experience through correspondence and resolution with the I.R.S. and State jurisdictions.

Worked on complex retention projects for Ultra High-Net-Worth clients. Assigned the more complex and higher net worth client projects.

Extensively utilized GoSystemTax, GoFileRoom, Adobe Acrobat Pro, QuickBooks Online, and Bloomberg Tax Research.

Multiple services included financial bookkeeping, S-Corp to partnership conversions, deferred tax revenue application in Puerto Rico, opening and closing accounts in multiple states, Quarterly estimates, federal and state return extensions.

Worked on foreign reporting in multi-language report financial statement translation and currency conversion.

Prepared, reviewed, corrected, and improved 200+ per year High-Net-Worth clients’ federal tax, state franchise tax returns, and non-profit tax returns.

Maintained and exceeded planned budgets on returns while maintaining personal utilization percentages well above corporate goals.

Additional experience included trusts (GRAT, QSST, SLAT, and Charitable) as well as Oil and Gas, Real Estate, Farm, and Small Business compliance.

David Wysoki, MBA, CPA Page 2

JOHN C. CALHOUN & COMPANY, P.L.L.C., San Antonio, Texas January 2020 – March 2021

Senior Tax Accountant – Managed, improved, and prepared complex multi-state and federal compliant tax returns for an extensive list of clients for a broad range of industries that required accurate cross-referencing accountant work papers while supervising and mentoring accounting staff.

Significantly improved company value for clients by identifying IRC deductions not previously taken as well as potential cost segregation studies, 1031 exchanges on real estate, business net operating loss carryback/forward, and amended returns.

Utilized critical thinking based on each client specific business structure and circumstance to develop tax planning strategies above and beyond compliance work.

Captured a 25% increase in gross revenue year-over-year from new and existing clients by preparing cost-benefit analysis and suggesting advantageous tax projects.

Accurately, efficiently, and consistently prepared the following tax returns and documents for high-net-worth clients: 1120, 1120-S, 1065, Partners K-1’s, 1041, 1040, 1040-X, 1045, W2-W3, 1099, 940, 941, and Franchise Tax Reports.

Gained experience in real estate, oil and gas, professional practices, ranching and farming, restaurants, construction, and brokerage activity (virtual currency accounting).

Assisted in providing litigation services including U.S.T.C. case development, IRS Appellate Division, IRS Audit Division, and IRS Collection Division representation and support.

DRW ENTERPRISES, San Antonio, Texas March 2009 – January 2020

General Manager – Managed company startup as the Southwest Texas distributor of Alpha-Stim Medical products as well as preparation of client tax returns.

Sourced and negotiated prices and terms with vendors and suppliers and established optimal inventory levels based on projected sales.

Maintained the general ledger and filed quarterly taxes.

Successfully increased yearly units sold by 40-50% and realized 50% gross profit margins.

Prepared accurate personal and 1099 tax returns for multiple clients.

Performed Internal Revenue Code research to maximize business and depreciation expenses.

THE CHEESECAKE FACTORY, San Antonio, Texas June 2002 – February 2009

Senior Manager – Quickly advanced from an entry-level Line Chef position to Operations Manager of this Fortune 500 Company.

Recruited, hired, trained, and managed up to 110 team members for positions in front-of-the-house, kitchen, and back office.

Filled supporting management roles in multiple U.S. states.

Participated as a Manager Coordinator for the opening of five new restaurants.

Managed inventory (90% and above weekly) and effectively controlled labor and food costs for a single location operation with over $10 million in annual revenue.

ACCOUNTING INTERNSHIP

Completed a three-month Public Accounting internship with Sprint Certified Business Dealer-B2B telecommunications representative office. Participated in accounting functions that included maintaining charts of accounts, general ledger, accounts payable, accounts receivable, inventory management, reconciliation, closing process, and preparing financial statements with QuickBooks. (March 2013 – May 2013)

PROFESSIONAL AFFILIATIONS

Member, AICPA

Member, Beta Alpha Psi

Member, Delta Mu Delta

Member, The National Society of Leadership and Success

Past Member, The University of Texas Honor’s College

Past Member, San Antonio Business and Economics Society (SABES)

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