Assistant Manager

Timothy D. Forester, CPA

*** **** ********* ****

Pottstown, PA 19465

610-***-**** (home) 610-***-**** (cell)

*******.*****.********@*****.***

EXPERTISE: Management & Operations Budgets & Finance Legal Liaison

Project Management Cost Control Financial Planning

Strategic Planning Systems & Procedures Safety Committee

Community Liaison Business Consortiums Notary Public

SUMMARY: CPA with experience in general accounting, tax preparation, business development, managing and supervising staff. Financial consultant and advisor. Results-oriented individual with strong analytic and research capabilities. Excellent interpersonal and communication skills.

ACCOMPLISHMENTS:

Managed a Single-Family Office of a private family, responsible for two private foundations, two operating partnerships and several trusts.

Successful financial planning practice using Series 7, Series 63, and Insurance licenses

Business Manager for private family handling all investment, insurance, reporting and personal business for a ultra high net worth family

Built a single family office from scratch

Deacon for church for last six years

CAREER: Business Manager, Single Family Office 2016-Present

Perform all accounting entries for operating trusts, partnerships and private foundations

Maintain all books and records for the entities of the family

Financial Consultant, The Life Financial Group 2013-2016

Managed $16M in client assets and ran the in-house tax preparation practice

Reviewed financials for all investments considered in the practice

Assistant Treasurer, The Hill School 2001 –2013

Manage the Business Office staff responsible for the areas of customer service, cash receipts, accounts payable, accounts receivable, human resources, payroll, purchase order system, and switchboard

Perform all annual audit preparation including coordination of work paper support account reconciliations and reports

Represented the school financially on three separate tax-exempt bond issues. Responsible for maintaining on-going relationship with rating agency and all compliance and reporting requirements

Personally responsible for all endowment and investment accounting. Implemented specialized software for endowment accounting. Responsible for preparation of monthly, quarterly, and annual reports and trust tax returns for the five planned giving trusts administered by the school

Oversee daily operations of school food service, campus store, facilities, and public safety

Responsible for all of the inter-fund accounting including reconciliations of all transfers

Certified Public Accountant, Maillie Falconiero & Co.

Client contact responsibilities including explanation of tax returns and financial statements to owners

Quality control review of business, corporate, trust, non-profit and individual tax returns

Certified Public Accountant, Bliss & Company, Ltd.

Assistant Tax Manager, Levitz Furniture Corporation

Board of Directors, Secretary/Treasurer, and

Founding Shareholder, 3 Springs Water Company

Tax Supervisor, Kuntz Lesher Siegrist & Martini

Supervisor, Tax Department, Beard & Company, Inc.

EDUCATION: B.S., Albright College, Accounting (Cum Laude)

University of Illinois/AICPA, National Tax Education Program

AFFILIATIONS: Board Member & Treasurer, North Coventry Township Water Authority

Board Member & Treasurer, North Coventry Township Municipal Authority

American Institute of Certified Public Accountants

Pennsylvania Institute of Certified Public Accountants

Pennsylvania Notary Public

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