Accounting
Resume:
Work Experience
EisnerAmper Advisory Services April 2022-Nov 2023
Manager, Family Office West Palm Beach Florida
Responsible for overseeing full cycle accounting, forecasting, general ledger, AP, AR, financial reporting and tax preparations for UHNW families. Presented reports to senior leadership and clients. Company downsized after rapid expansion.
Ava Wilder, CPA October 2021-Present
Contract Services Palm Beach County, Fl
I perform a number of various services. In addition to tax preparation and consulting, I have been engaged in setting up company services including establishing the accounting processes and internal controls. Prepare forecasting financial statements and proformas and discuss tax planning strategies.
Merrill Lynch Wealth Advisors July 2018-October 2021
Financial Advisor Delray Beach, Boca Raton, FL
Established and managed client relationships. Used proprietary software to develop a comprehensive financial plan consistent with client goals. Consolidated client’s financial data and created performance reports for each client meeting. Structured financial plans to maximize returns, create tax efficiency and meet liquidity needs
Ava Wilder, CPA January 1993-July 2018
Sole Practitioner Memphis, TN & Delray Beach, FL
Provided wide range of accounting services including consulting, tax advice and preparation, accounting system development, internal controls and accounting activity input.
Longtown Supply Co. Inc. August 1992-May 2007
Controller Mason, TN
Oversaw and coordinated the financial operations of the company. Analyzed financial operations and implemented new processes for improvement which resulted in expense savings of 18% and tax savings of over $50,000. Corresponded with key stakeholders for financial decisions. Created company budget and forecasts. Performed Year End close and audit coordination.
LEDIC, Inc. March 1991-June 1992
Assistant Controller Memphis, TN
Apartment management company.
Skills
Accounting and Tax Preparations
Internal Control Development and Process Improvement
Industry Trend Analysis
Financial Forecasting and Budgeting
Stakeholder Management
Client Relationships
Networking
Software
Proficiency in: MS Office, Excel
Various accounting and tax software
Various financial planning software
Other
Executive Committee for The Young Friends of The Palm Beach Symphony
Executive Committee for Feeding the Hungry, 501c3
Member of The Junior League of Boca Raton
Former member FICPA, TSCPA, AICPA
Former Board Member of Grace House of Memphis
Former Board member of Longtown Supply Co.
Education
University of Memphis
BBA-Accounting
Licensing
CPA license TN #12009 (1990)
Series 215 License (2017)
Series 7, 66 Licenses (2019)
Ava Wilder, CPA
***.******@*****.***
1055 Crystal Way, Apt. D
Delray Beach, FL 33444
Professional Summary
Detail-oriented and highly motivated individual seasoned with over 25 years’ experience in accounting, tax and financial matters. In addition to well-developed analytical skills I am successful at client development, am an effective communicator, and a team player.
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