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Accounting Service

Location:
Haverhill, MA
Posted:
February 26, 2020

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Resume:

NATALIE COON, CPA

Audit Specialist & Peer Review Preparedness

** ***** **. #***

Haverhill, MA 01830

Phone: 978-***-****

Email: adb0cx@r.postjobfree.com

SUMMARY OF QUALIFICATIONS

I have 20 years working with a multitude of organizations performing audits, attestation, reviews, compilations, agreed upon procedures and consulting service engagements. I ensure open lines of communication throughout the year. Upon conclusion of the engagement I meet with the board of directors, management and/or other designated parties to discuss results of services rendered. Meeting deadlines and exceeding client expectations are an integral part the work experience.

PROFESSIONAL EXPERIENCE

Owner

N.Coon, CPA

Established November 2006

Industries

oNonprofit

oBiotechnology – federal award and compliance testing

oProfessional services

oConstruction

oManufacturing

Independent reporting engagements:

oAudits and attestation

oUniform guidance, single and yellow book audits

oReviews

oCompilations

Other reporting engagements:

oAgreed upon procedures

oPresentations to board of directors, management and/or other designated parties

Consulting services:

oTraining and education seminars

oInterim controller

oInternal control recommendations and implementation

Federal and state reporting:

oFederal Form 990

oMA Form PC

oUFR (Uniform Financial Report)

oExempt filing requirements in multitude of states

oAuthorized to obtain power of attorney represent clients before federal and state funding and taxing authorities

Peer review preparedness to certified public accounting practices

oReview quality control manual

oEvaluate and determine compliance with generally accepted auditing standards, government auditing standards, and Statements on Standards for Accounting and Review Services (SSARS)

oProvide recommendations for compliance with peer review requirements

Audit Supervisor

9/02 – 11/06

Shaheen, Pallone and Associates, P.C

.

Industries

oNonprofit

oBiotechnology – federal award and compliance testing

oProfessional services

oManufacturing

oRetail

Independent reporting engagements

oResponsible for review of audit engagements prior to final issuance of financial statements

oExtensive auditing and compliance engagements for nonprofit, A-133, yellow book, and program specific audits

oProvide recommendations to management on improving operations and implementing internal controls

Federal and state reporting

oFederal Form 990

oMA Form PC

oUFR (Uniform Financial Report)

oC and S-Corporation tax returns

oIndividual tax returns

oAuthorized to obtain power of attorney represent clients before federal and state funding and taxing authorities

Administration

oSupervise and manage time budgets for various attestation engagements.

oEducate and mentor staff.

oSubmission of electronic filings

Audit Senior 6/00 – 07/02

Tofias, P.C.

Responsible for audit, review and compilation engagements from planning to issuance of financial statements

Reviewed staff workpapers

Prepared exit conference and meeting packages for the board of directors of nonprofit entities

Perform extensive A-133 compliance testing

COMPUTER SKILLS

CCH ProSystem (“CCH”) Engagement, CCH Tax, Thomson Reuters Practitioners Publishing Company (“PPC”) Workpapers, PPC Ultra Tax, PPC Checkpoint, PPC Smart Practice Aids, Microsoft (“MS”) Excel, MS Word, MS Powerpoint, MS OneNote, CaseWare, Adobe Professional, QuickBooks Desk Top and On-line, Sage, Razor’s Edge, and Lacerte Tax.

Note: MS Excel including proficiency in pivot tables and v-look up

EDUCATION

Merrimack College

North Andover, MA

Bachelor Science Business Administration - Accounting

Cum Laude

COMMUNITY SERVICE

Live and Learn Education 2010 – current

Founder and instructor

Family Service of the Merrimack Valley 2013 – 2019

Mentor for the Big Friend/Little Friend program

Haverhill Housing Authority 2013 – 2015

Pet companionship

Greater Lawrence Community Action Council 2009 – 2014

Treasurer of Board of Directors

Chair of Finance Committee

Girls Inc. 2008 – 2010

Treasurer of Board of Directors

REFERENCES

Richard DelGaudio, CPA

Mobile: 978-***-****

Email: adb0cx@r.postjobfree.com

Timothy Jankowski, CPA

Mobile: 978-***-****

Email: adb0cx@r.postjobfree.com

Curt Morley, CPA

Levenson, Goldberg and Associates

Mobile: 617-***-****

Office: 781-***-****

Email: adb0cx@r.postjobfree.com

Richard Robichaud

Greater Lawrence Community Action Council

Phone: 978-***-****

Email: adb0cx@r.postjobfree.com

Gail Bartlett

Live and Learn Education

Mobile:781-***-****

Email: adb0cx@r.postjobfree.com



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