Accountant

Geoffrey Reynolds, MBA

SENIOR ACCOUNTANT

Pittsford, NY 14534 585-***-**** **********@***.*** www.linkedin.com/in/geoffrey-reynolds-30a18348/

DRIVING ACCOUNTING ACCURACY, IMPROVING PROCESSES, AND LEADING BEST FINANCIAL PRACTICES

Mission and deadline-oriented accounting leader offering 20+ years of expertise in financial reporting, process automation, financial analysis, business development, and budget management. Earned rapid promotions due to a strong ability to institute best-practice accounting processes. Committed to improving technology to equip senior leaders with efficiently organized financial data. Proven success in reducing month-end and year-end close time by 2 and 30 days, respectively. 14+ years of experience as a successful operations leader and owner of a business with $1.4M in sales and a team of 59.

Leadership Strategic Planning Accounting Operations Financial Management Reporting Budget Management

Auditing Process Optimization Forecasting Fund Accounting Account Reconciliation Revenue Recognition

Month/Year-End Closing General Ledger Accounts Payable Accounts Receivable Payroll Processing

Financial Analysis Cost-Savings Initiatives Audit Taxation Training & Development Compliance

MS Office Suite, Advanced Excel, Adobe, ERP platforms, QuickBooks

PROFESSIONAL EXPERTISE

FINANCE MANAGER Finger Lakes Area Counseling & Recovery Agency – Clifton Springs, NY Feb 2019 – Jan 2020

Tapped to head up the finance function, leading a team of four in the daily operation of A/R, A/P, and medical records storage. Steer month/quarter/year-end closing, and reporting on four funds. Play a critical role in supporting leadership with strategic decision-making. Monitor compliance of 42 CFR part 2, related to confidentiality of client data. Partner with auditors to drive continuous improvement and error-free audits.

Streamlined processes related to the update of Medical Records, gaining buy-in from the QA team.

Saved 10% on the cost of sharps disposal by identifying additional suppliers and negotiating a new contract.

STAFF ACCOUNTANT Finger Lakes Area Counseling & Recovery Agency – Clifton Springs, NY Oct 2018 – Feb 2019

Responsible for a variety of accounting functions, maintaining ledgers to track assets and liabilities, reconciling all accounts, and preparing month-end journal entries. Oversaw accounting for several grants, including monitoring performance and compliance against funding requirements.

Gained hands-on experience with fund accounting, overseeing three funds in a non-profit environment.

Rapidly promoted to Finance Manager, proving self as a financial-savvy, trusted business partner.

ASSISTANT CONTROLLER Complemar Partners, Inc. – Rochester, NY May 2015 – Nov 2017

Reporting to Controller and CEO, oversaw timely completion of month-end and year-end reports, reconciled all balance sheet accounts, and verified general ledger entries. Supported and mentored a team of four in preparing monthly financial statements for five locations and three corporations. Ensured compliance with GAAP and other regulatory requirements. Actively contributed to organizational planning and annual budget development in cooperation with department heads. Analyzed operating statements by department, coordinated across departments to document transactions, and ensured consistent accuracy of financial policies and procedures. Assisted with costing analysis of the various lines of business within the organization. Accelerated information collection and processing by recommending improvements to the systems.

Leadership

Managed a staff of four and coached them on financial systems, data gathering, policies, and financial reporting.

Instituted controls over organization’s capital purchases and ensured compliance with approved budget parameters by reviewing actual monthly results compared to budget with the department heads.

Audits & Financial Reporting

Single-handedly completed the 2016 audit by reviewing inventory and clarifying data for auditors.

Reduced month-end closing by two days by using software to gather information promptly.

Slashed 2016 YE closing by 30 days by ensuring accuracy of all B/S accounts as of September.

Senior Leadership Consulting

Equipped the Board of Directors with accurate and detailed summaries of financial activity by creating a comprehensive, 20-tab spreadsheet that integrated information from each tab into a dashboard.

Strengthened the accuracy of job estimates for the Project Managers and Estimators by developing a spreadsheet that calculated overall fixed cost.

STAFF ACCOUNTANT Complemar Partners, Inc. – Rochester, NY Feb 2015 – May 2015

Prepared consolidated internal financial statements. Reviewed general ledger on a monthly basis and queried department heads for supporting purchasing documentation as needed. Developed and maintained support for the general ledger and fixed asset entries. Determined payment priority and signed checks. Reconciled all balance sheet accounts monthly.

Promoted to Assistant Controller in less than four months in recognition of excellence in accounting operations and the initiative to analyze current procedures, recommend change, and implement best accounting practices.

STAFF ACCOUNTANT Accounting for Small Businesses – Rochester, NY Feb 2012 – Feb 2015

Produced monthly financial statements for 45 clients and additional projects as assigned. Prepared federal, state, and sales tax returns. Aided in negotiating settlements with taxing authorities. Collected past-due A/R.

Successfully passed the four-part IRS Enrolled Agent exam after carefully reviewing all applicable rules.

EARLY CAREER HIGHLIGHTS

Finance Manager Teknational Thermal Insulation and Hardware, Inc. – Fort Myers, FL

In close cooperation with the owner, developed a business plan to attract investors and generate profit.

Prepared business for acquisition by a major national company by accelerating turnaround, creating the website www.teknational.com, redesigning warehouse layout to increase efficiency, incorporating true costs into pricing model, overseeing ISO 9001 certification application, and advising on financial reporting.

Business Owner Le Petite Phillipe Corporation – Rochester, NY

Managed and trained a team of 59 on all processes, HACCP safety standards, and customer service.

Grew the business to two locations and catapulted sales from $230K to $1.4M through efficient market research, prime location identification, and 14 years’ expertise in small business leadership.

Administered a $300K payroll budget and ensured timely payments to staff as well as performance incentives.

Developed a successful purchasing strategy for a budget of $300K and oversaw operations budget of $200K by selecting best-value vendors, negotiating leases, building partner relations, and managing inventories.

EDUCATION

Bachelor of Science State University of New York – Geneseo, NY

Master of Business Administration Rochester Institute of Technology & University of Phoenix

Certified Public Accountant (CPA) Examination Completed License in Progress

IRS Enrolled Agent License PTIN #P01700909 expired

Notary Public Monroe County License #01RE6342976 current

Certified Management Accountant (CMA) Expected completion October 2020

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