Koreen Bennett, CPA

**** ******** ****, ****, ** 27513

Cell 919-***-****

adb71l@r.postjobfree.com

www.linkedin.com/in/koreen-bennett-cpa-b4494110

Job Objective:

Contribute to the financial success of your organization using my experience as Big-4 CPA, $100 billion financial reporting supervisor over NC statewide pensions, Tax Manager for multinational manufacturers, ERP Implementation Financial Consultant, and Assistant Controller responsibilities spanning global financial close, monthly reporting, treasury, tax, budget, and audit.

Experience:

Sr. Accounting Manager, insightsoftware, global EPM leader. 08/201*-**-****:

-Resolve special projects related to assimilating acquired companies’ accounting records into the company’s

Financial records.

-Lead accounts receivable function, including collections.

-Financial reporting to stakeholders.

-Lead ASC 606 revenue recognition project.

Financial Implementation Consultant, Kerridge Commercial Systems, global ERP provider. 04/201*-**-****:

-Guide customers through financial set-up, testing, and implementation of their new K8 ERP systems.

-Advise development team regarding adapting the UK-created software to comply with USA sales tax requirements.

Tax Manager, Ennis-Flint, Inc., Greensboro NC, $600m global manufacturer. 10/2017-01/2018:

-Responsible for US nationwide tax preparation of corporate income, franchise, business privilege, sales and use, business license, and Base Erosion Profit Shifting (BEPS) worldwide disclosures.

-Resolve tax inquiries directly with tax jurisdictions. Liaison for external tax audits. Initiate documentation of tax procedures.

-Liaison with Ernst & Young (EY) for external corporate income tax preparation.

-Advise management regarding tax compliance. Coordinated business combination impacting sales tax reporting with Avalara.

Assistant Controller, Loparex LLC, Cary NC, $340m inbound manufacturer. 03/2015-09/2017:

-Responsible for month-end and year-end close for USA holding company.

-Control treasury analysis and reporting for cash, intercompany interest, retirement plans, and nationwide payroll.

-Responsible for accounting for all USA capital projects. Report depreciation and amortization.

-Advise management regarding improvements to strengthen internal controls.

-Improve corporate tax compliance with nationwide jurisdictions. Responsible for tax filings spanning corporate income, franchise, business privilege, sales and use, business property listings, international interest reporting, and other taxes.

-Liaison for IRS and state tax authorities’ inquiries and audits. Coordinate Price Waterhouse Coopers’ (PWC) income tax

return preparation.

-Save company $40k annually on PWC’s fees preparing tax provision and quarterly tax estimates in-house.

-Generate annual budgets for full financial statements for USA holding company, capital spending, cash, tax, and interest.

-Create all treasury procedures, considering related internal controls.

-Audit liaison contributor with Grant Thornton (GT), external auditors.

Retirement Accounting Supervisor, NC Department of State Treasurer, Raleigh NC, 08/2013-02/2015:

-Responsible for financial reporting for $100 billion in assets for North Carolina’s 9 pension retirement systems and 401(k).

-Responsible for drafting retirement’s 25 pages of the NC Comprehensive Annual Report (CAFR). Drafted 5 pages of the CAFR for North Carolina State Health Plan.

-Supervise 2 staff. Lead motivational coaching sessions. Recruit and train finance staff to thrive on our team.

-Manage $5 billion in annual payroll to retirees, disabled members, and death benefit beneficiaries. Prepare timely payroll tax remittances. Review and file payroll tax filings, including annual Forms 5500, for each of the 9 retirement systems.

-Lead annual reconciliation project between the retirement systems’ member database with reported financial statements.

-Create agenda for cross-functional, management meetings between retirement systems division, IT, legal policy group, financial operations division, and communications group. Responsible for follow-up on results for identified issues.

-Spearheaded new idea to locate minor beneficiaries as they became adults to honor the death benefit wishes of state

employees.

-Award of Excellence from Janet Cowell, North Carolina’s then-elected State Treasurer.

Certified Public Accountant for local CPA firms and Controller for closely-held businesses. 09/1995-08/2013:

-Watson + Davis, Cary NC. 2013. Prepare high-wealth individual and corporate income tax federal and state returns. Finalize small companies’ financial statements in Quickbooks before preparing tax returns.

-Anthony F. Armento, CPA. Durham NC. 2009-2012. Provide accounting write-up services for small businesses using Quickbooks. Process payroll, accounts payable, and cash forecasting. Mentor a client to schedule time for himself to avoid burnout and closing his business, with result of maintaining a satisfied, going-concern client.

-Glenn Spell, CPA. Chapel Hill NC. 2008. Prepare individual income tax filings for federal and state returns.

-Closely-held family businesses. 1995-2012. Manage financial reporting and tax preparation for Bottlenose Enterprises Inc., Giant Shoulder Inc., computer consulting C-corporations, and Fun Breaks Inc., a gift shipping business.

-Author book “Fun Breaks.”

-Robert Half Management Resources. 2013. Consult at Shaw University. Provide audit preparation services.

Senior Budget Financial Analyst + Internal Auditor, Hughes Network Systems, Inc., Germantown MD, 09/1989- 09/1995:

-Subsidiary of Fortune 100-company, Hughes Aircraft Company.

-Responsible for nationwide budget preparation and consolidations. Create monthly financial reporting package.

-Initiate nationwide internal audit function, from initial risk assessment, to fieldwork, to reporting to management.

Senior Auditor, CPA, Big-4, Deloitte + Touche, Washington DC, 05/1986-09/1989:

-Promotion to Senior Auditor of Emerging Business Services. Lead nationwide Cystic Fibrosis Foundation nonprofit, 50-state audit project. Consolidate, including eliminations, the 50 separate state audits into one nationwide audit report.

-Lead audits of Colonial Circuits, a circuit board manufacturer, DC chapter of the March of Dimes, the Independent Petroleum Association of America, Veterans of Foreign Wars Political Action Committee, and other nonprofits. Prepare corporate tax returns.

-Supervise 6 staff auditors. Lead motivational team-building activities.

Education:

Certified Public Accountant. CPA. Currently licensed in NC. License 35609. 40 hours of continuing professional education annually.

University of Maryland. MBA, 9 credits. GPA 4.0. Self-financed. Outward Bound team leader. 1992.

University of Pittsburgh. BS in Management + Accounting. GPA 4.0. Self-financed. Volunteer Income Tax Assistance leader. 1986.

Software + New Learning:

Microsoft Office Suite, Netsuite. Oracle SAP, Oracle Hyperion, Microsoft Dynamics, Quickbooks, Avalara sales tax software, Kerridge Commercial Systems’ K8 ERP software, various tax preparation software, State of North Carolina custom state systems NCAS and CMCS, Prism, QDMS, and Traverse ERP software. Fast typist, organized, multi-task, respect deadlines. Motivational leader. Positive attitude. Enthusiastic and collaborative leader.

Interests:

Running. Golfing. Healthful cooking. Fit lifestyle.

Financial Executives Networking Group (FENG) member of Raleigh Chapter.

Personal investor. Research companies’ financial statements and funds for investment.

Volunteer in classrooms, theater performances, and for sporting events.

Travel. Movies. Books.

Contact this candidate