Carolyn Anderson, CPA, EA

PHONE: 310-***-**** / EMAIL: C ades8e@r.postjobfree.com

LINKEDIN: www.linkedin.com/in/carolyn-anderson-cpa YELP: www.yelp.com/biz/carolyn-anderson-cpa-ea-culver-city EDUCATION & CERTIFICATIONS

Bachelor of Science, Accounting

Graduated from the Robert H. Smith School of Business, University of Maryland College Park CPA, Certified Public Accountant

Actively Licensed in the State of California (License #140011) EA, IRS Enrolled Agent

Actively licensed with PTIN & EFIN

CFP®, Certified Financial Planner® Candidate

Currently studying for CFP ® exam, Completed all other qualifications. SUMMARY OF QUALIFICATIONS

● Tax preparation experience 2 years & 2 months, over 250 returns prepared, which include the following entity types: Individuals, Partnerships, LLC’s, S Corps, C Corps, and Non-Profits.

● Over 19 years of financial, public, grants, and tax accounting experience, including the full accounting cycle, revenue and expense recognition, recording, reconciliation, analysis, reporting, treasury operations.

● Sectors and Industries : include both public and private, for-profit and non-profit entities, in various industries including public accounting, educational, grocery retail, governmental, financial services, and product brokerage. I have also provided pro bono (volunteer) accounting services for various non-profit organizations.

● Total funds managed include cash and money market accounts up to $12 million, investment reconciliation of up to $250 million, paper cash deposits and reconciliation of up to $36,000, and revenue recognition and collections of up to $70 million in cash and $1.25 billion in letter of credit revenue annually. This includes federal, state, and local monies and private entity-derived revenue as well. WORK EXPERIENCE

AB FinWright LLP Los Angeles, CA

Senior Tax Preparer Mar 2020 – May 2020

● I work closely with the partners to prepare complex business and individual tax returns for AB FinWright LLP.

● This includes making adjusting entries to the books and requesting information and documents needed to best support our clients.

JWM CPA & Company Manhattan Beach, CA

Tax Associate Dec 2019 – Feb 2020

● Prepared Individual & Business tax returns.

● Performed Bookkeeping & other accounting tasks.

● Interfaced with clients to obtain and clarify tax information.

● Worked directly with Managers & Partners to determine and meet all clients’ needs. PDM LLP Torrance, CA

Tax Preparer & Bookkeeper Jun 2019 –Sep 2019

● Prepared tax returns for individuals and business including Partnerships, S Corps, C Corps, and LLC’s.

● Made adjusting journal entries to client’s general ledger and financial statements for tax purposes.

● Engaging with clients to request tax documents, ask clarifying questions, and discuss results.

● Preparing reconciliations for book and tax tie-out. Carolyn Anderson, CPA, EA Los Angeles, CA

Self-Employed Tax Preparer & Bookkeeper Mar 2019 – Jun 2019 & Sep 2019 – Dec 2019

● Met with clients to review prior year returns, quoted fees, prepared tax returns for clients.

● Researched questions and tax issues for clients, contacted the IRS and FTB with prior year tax issues.

● Prepared and reviewed Individual, Partnership, S Corp, LLC, C Corp, and Non-profit tax returns. Pg. 1 of 3

Carolyn Anderson, CPA, EA

PHONE: 310-***-**** / EMAIL: C ades8e@r.postjobfree.com LINKEDIN: www.linkedin.com/in/carolyn-anderson-cpa YELP: www.yelp.com/biz/carolyn-anderson-cpa-ea-culver-city Hebeler Accountancy Corporation Los Angeles, CA

Certified Public Accountant Dec 2017 – Mar 2019

Managed the following duties for 5 clients in various industries in a public accounting firm:

● Managed bookkeeping, financial analysis, and financial reporting, and some treasury operations.

● Prepared Individual, Partnership, S Corp, LLC, C Corp, and Non-profit tax returns.

● Audited various clients and prepared audit workpapers and analyses, conducted audit interviews of clients.

● Interacted with clients and maintaining client relationships. Robert Half Finance & Accounting Los Angeles, CA

Senior Accountant & Financial Analyst Mar 2016 – Aug 2016

● General accounting duties for non-profit and health care organizations, including:

● Budget Preparation, Grants Accounting and budgeting, posting journal entries, reconciliations. Johns Hopkins University Baltimore, MD

Sponsored (Grants) Accountant (Promotion) Oct 2011 – May 2015

● Posted revenue for Federal, State, Local, and Private Sponsored Awards for appox. 24 departments under the School of Medicine, Bloomberg School of Public Health, and JHPIEGO.

● Managed 120 grants monthly ($70 million annual Revenue), and LOC Awards ($1.25 billion annual Revenue).

● Read, interpreted, and verified Award Contracts for budget and other compliance specifications.

● Monitored, reviewed, and reconciled cash collected, revenue, and expenses and interpreted trends. Budget Specialist Aug 2010 – Oct 2011

● Supported the financial activities of the Libraries and Museums including A/P & A/R, Billing.

● Assisted Managers in developing budgets for grant proposals and submission of proposals and understanding financial reports, Accounting rules, and laws to be followed. The Children's Inn at NIH Bethesda, MD

Finance Assistant Mar 2008 – Jul 2010

● Assisted the Director of Finance in managing the accounting and financial operations of Non-Profit org.

● Reconciled Bank Statements and Benefits accruals.

● Deposited donations and billed Federal Government for subsidized expenses.

● Managed Inventory of Fixed Assets.

● Major Accomplishments: Designed and oversaw a computer-automated process of maintaining vendor contracts, certificates of insurance and W-9's & Created user-friendly forms using drop-down lists, used macros & vlookup. The Washington Humane Society Washington, DC

Staff Accountant Jun 2006 – Jan 2008

● Assisted the CFO in all Accounting, Finance, and Treasury operations.

● Managed daily treasury operations and cash availability for Endowment and Checking Accounts.

● Posted monthly journal entries to the general ledger and oversaw work of bookkeeper.

● Managed Purchasing: set up Purchasing Accounts and helped negotiate purchases.

● Oversaw payroll & 401(k) for 80 employees.

● Supervised 1 Bookkeeper, providing training, mentoring, and monitoring time.

● Major Accomplishments: Established and monitored effective Accounting Internal Controls in high cash environment, effectively eliminating any known theft, and reduced Accounts Payables Turnover. Legg Mason Baltimore, MD

Funds Accountant (Promotion) Jun 2005 – Jun 2006

● Responsible for Accounting, Reconciliation & Reporting of 4 Mutual Funds including variance analysis.

● Participated in month-end and year-end close process.

● Prepared financial statements for external reporting.

● Major Accomplishments: Wrote analyses of financial results submitted for review from senior management. Pg. 2 of 3

Carolyn Anderson, CPA, EA

PHONE: 310-***-**** / EMAIL: C ades8e@r.postjobfree.com LINKEDIN: www.linkedin.com/in/carolyn-anderson-cpa YELP: www.yelp.com/biz/carolyn-anderson-cpa-ea-culver-city Accounting Associate II Dec 2003 – Jun 2005

● Processed high volume A/P vouchers (appox. 200 per day) and printed checks.

● Prepared 1099’s to be sent to vendors.

● Major Accomplishments: Became reviewer of A/P voucher entries of junior accountants. Whole Foods Market Rockville, MD

Regional Operations Accountant Jan 2002 – Dec 2003

● Managed Accounts Payables for 5 stores, participating in month-end close process.

● Corresponded with customers and researched and resolved discrepancies.

● Major Accomplishments: Implemented some aspects of new Accounting Software: mapped fields and data from old software to new, and much experience with transitioning to new software. SOFTWARE SKILLS

● Lacerte, CCH Prosystem fx Tax Software, Intuit ProSeries Tax Software, Quickbooks, SAP, JDA, PeopleSoft (JDA and PeopleSoft are part of Oracle, Peachtree, Ceridian, SAGE MAS-90, ADP, Financial Edge, Expert Excel user.

● 1.5 years of Computer Programming courses completed. Pg. 3 of 3

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