Senior Accountant

Marlon Mitchell

PROFESSIONAL SUMMARY:

• Over eighteen years of progressive auditing and financial accounting experience primarily in the nonprofit industry

• Excellent written and oral communication skills

• Proficient and creative at solving problems

• Adapts well to changing priorities

• Works within and between teams knowledgeably and capably

• Exceptional interpersonal skills

• Competent and strategic thinking skills

• Attention to detail

TECHNICAL SKILLS:

• Accountants Trial Balance (ATB)

• QuickBooks Professional

• Peachtree

• Abila

• PeopleSoft

• Gateway

• CCH ATX Tax

• CCH Pro System fx

• Drake

• Casper

• NetSuite

• Great Plains

• Microsoft Suite (PowerPoint, Excel,

Word)

EDUCATION:

• Executive Master of Business Administration

o Jack Welch Management Institute (Online); 2022 (Pending)

• Bachelor of Science - Accounting

o Strayer University, Washington, DC, June 2001

PROFESSIONAL CERTIFICATIONS:

• CPA Candidate

PROFESSIONAL EXPERIENCE:

Creative Financial Staffing May ‘21- Present

• Arundel Community Development Services April ‘23 – August ‘23

• Complete balance sheets

• Create journal entries

• Process accounts payable

• Reconcile payroll on a biweekly basis

• Reconcile bank statements

• Housing Opportunity Commission- Accountant June ‘22 – February ‘23

• Responsible for full-cycle general accounting, month-end close activities, bank and account reconciliations, and accounts receivable

• MEBA- Payroll Auditor May ‘21 – November ‘21

• Assist CFO in collecting outstanding payments due to the benefits plan

• Draft and send delinquency letters for collection

• Recalculated payments made my agencies on behalf of workers in the plan

• Audited timesheets, 1099s and W2s by employees of agencies making contributions

• Review employees' deductions and reconcile with payroll reports from third-party (ADP) Self-Employed Consultant February ‘20

• NEA- Special Project

Select ARC, LLC August ‘19-July ‘20

• Hyacinth Place – Audit

• Youth Leadership Foundation - Audit

• Little Lights Urban Ministries – Audit/Accounting

• Urban Institute – Audit

• Communio Foundation - Audit

Gelberg Sign March ‘18-July ‘19

Accountant

• Assisted CFO in maintaining the General Ledger.

• Supervised accounts payable clerk and maintain accounts payable ledger.

• Maintained accounts payable ledger.

• Researched and communicated with vendors and customers concerning discrepancies with account balances.

• Posted invoices and ACH debits and credits into QuickBooks.

• Posted payments into Casper.

• Retrieved all bank balances online daily.

• Reconciled all cash and credit card accounts.

• Maintained and filed all open vendor invoices.

• Processed customer payments with credit cards through online processor Heart-Land. Consys Inc. February ‘15-November ‘16

Accounting Manager:

General Ledger Management

• Assisted CFO with the preparation of quarterly and end of year financial statements.

• Reconciled all balance sheet accounts.

• Prepared all schedules with material balances to tie to the Trial Balance, e.g., Fixed Assets, A/P, A/R.

• Reviewed and maintained sub-contractors list.

• Prepared and maintained A/P and A/R folders.

• Supervised front-desk clerk.

• Prepared and posted all journal entries to correctly state account balances.

• Communicated with vendors and customers concerning account balances. Payroll Management

• Received timesheets prepared by staff per pay period and reviewed against any authorized leave slips as to reflect the proper coding on the Payroll Register.

• Calculated new employee rate to be forwarded to payroll company (Paychex).

• Calculated payroll deduction amounts, such as loan repayments, from employees’ paychecks.

• Reconciled payroll expense in the General Ledger with the IRS Form 941 “Employer’s Quarterly Federal Tax Return” and prepared and posted journal entries for the tax liability and other expenses.

• Prepared and called in payroll to out-sourced payroll company (Paychex) on a timely basis.

• Responsible for the distribution of employees’ paychecks.

• Communicated with payroll company regarding discrepancies with employees’ paychecks or any new products that were being offered.

Self-Employed Consultant April ‘10-January ‘15

• TWA Financial Network, LLC, College Park, MD – Tax preparation

• 876 Café/Restaurant, Washington, DC – Bookkeeping

• L'Arche Greater Washington, DC – Bookkeeping

• Moses Yomi & Associates, LLC, Laurel, MD – Auditing

• Linens 'n Things, Washington, DC – QuickBooks training for staff on accounts payables GKA, PC August ‘08-March ‘10

Senior Auditor

• Supervised and performed all phases of the audit process for clients that included not-for-profit and business entities.

• Worked directly with audit partner in the planning phase of engagements.

• Supervised and performed reviews of financial statements of business entities in accordance with Statements on Standards of Accounting and Review Services.

• Reviewed indirect cost rate proposals of government-funded not-for-profit and business entities in accordance with Statements on Standards of Accounting and Review Services.

• Prepared IRS Form 990 “Return of Organization Exempt Form Income Tax” in accordance with Statements on Standards for Tax Services.

CASA de Maryland January ‘06-May ‘08

Controller

• Prepared the year-end Profit & Loss closing process, monthly balance sheet accounts reconciliation, prepared entity-wide internal financial statements, prepared and posted adjusting journal entries in a timely manner.

• Reconciled payroll expense in the general ledger with the IRS Form 941 “Employer’s Quarterly Federal Tax Return”.

• Prepared entity-wide financial statements in accordance with Generally Accepted Accounting Principles for external audit purposes.

• Prepared period-end variance analyses for Chief of Finance and Administration, and the Executive Director.

• Prepared Personal Property Return (Form 1, Form 4A, Depreciation Schedule (Form 4B and 4C)) for the entity.

• Prepared expenditure reports for reimbursements under grants to various local government agencies.

• Assisted with the preparation and review of the entity-wide annual budget.

• Supervised and reviewed work performed by the Business Manager. Walker & Company, LLP February ‘01-January ‘06

Staff Auditor

• Conducted financial statement and compliance (OMB A-133) audits by performing the planning, fieldwork and reporting phases of audits performed in accordance Generally Accepted Auditing Standards for clients that included not-for-profit, commercial and governmental entities.

• Performed reviews of financial statements of business entities in accordance with Statements on Standards of Accounting and Review Services.

• Compiled financial statements for not-for-profit entities in accordance with Statements on Standards of Accounting and Review Services.

• Performed agreed-upon procedures on the subject matter relating to internal control for not-forprofit entities in accordance with Statements on Standards for Attestation Engagements.

• Prepared IRS Form 990 “Return of Organization Exempt from Income Tax” in accordance with Statements on Standards for Tax Services.

• Prepared IRS Form 1120 “U.S. Corporation Income Tax Return” in accordance with Statements on Standards for Tax Services.

• Filed and maintained audit working papers for various assignments.

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