Stephen Tipping

High Bridge, NJ *****

adhpy5@r.postjobfree.com

908-***-****

Current CMA Certified Management Accountant Candidate Gleim CMA Review Current Excel training to sharpen skills

QuickBooks Enterprise user 10 years

Home Office with fast internet connection and experience working remotely Available for overtime nights and weekends

Will work in an office environment and travel to collect books and records Looking to downsize and relocate closer to the office in the near future Notary Public

Authorized to work in the US for any employer

Work Experience

Controller/Accounting Manager

Skylands Energy Service, Inc. - Raritan, NJ

November 2015 to July 2020

Controller/Accounting Manager

Hardscrabble Energy, LLC DBA Princeton Fuel Oil, LLC & Point Bay Fuel, LLC - Township of Hamilton, NJ November 2015 to July 2020

Maintained all general ledger accounts and reconciliations using QuickBooks enterprise. Worked directly with the General Managers and all office staff at each location to insure the accurate flow of financial activities and accounting functions including cash accounts, accounts receivables and payables, inventory, fixed assets, intangible assets, payroll, monthly tax reporting, deferred revenue, bank loan and other debt payments, partner distributions, and correct cost of goods sold and expense classifications. Provided assistance and training when it was required. Reconciled all general ledger accounts monthly and prepared financial statements for ownership and general managers.

Served as the liaison to the company's CPA firm to provide the company's financial information for the preparation of the Federal and New Jersey State Partnership tax returns and the Federal and New Jersey S-Corporation tax returns.

Provided all the necessary company information to the insurance agent to update all yearly policies in force.

Provided all the necessary payroll information to NJM Insurance for the yearly workers compensation audit.

Prepared all annual 1099 forms.

Accounting Manager

William Somers CPA - Hackettstown, NJ

October 2013 to October 2015

Preparation of corporate, partnership and individual tax returns using Thomson Reuters UltraTax CS professional tax software.

Preparation of financial statements.

Monthly, quarterly and yearly updates of client's accounting records using QuickBooks or onsight using their general ledger software program including Sage. Worked directly with the CPA/owner of the company. Executive Vice President and Chief Compliance Officer Condor Capital Management, Inc. - Martinsville, NJ November 1994 to September 2013

Assets under management grew from 60 million to 800 million and employees grew from three to twenty during my tenure.

Completed two successful SEC audits and conducted a yearly custody audit with a CPA firm specializing in those audits.

Completed the Global Investment Performance Standards "GIPS" verification with a CPA firm specializing in those audits.

Maintained the company's general ledger and completed all balance sheet and income statement account reconciliations. Served as liaison to CPA firm that prepared the corporate tax returns to provide all financial information required.

Met with potential new customers at TD Ameritrade branches throughout New Jersey as part of their AdvisorDirect referral program and was successful in converting many new clients. Ran the weekly investment committee with the President that reviewed all current investment models and securities held by clients. Purchased all individual corporate and municipal bonds for client accounts.

Met with existing clients to review their investment portfolios and update any changes to their personal lifestyle. Provided clients with updates to their retirement projections as requested. Senior Accountant

Cust, Dori & Benick, CPA - Flemington, NJ

January 1989 to October 1994

Preparation of corporate, partnership and individual tax returns. Preparation of financial statements.

Monthly, quarterly and yearly updates of client's accounting records. Worked directly with the CPA/owner of the company. Now Wiss & Company, LLP

Staff Accountant

KPMG - Short Hills, NJ

August 1987 to December 1988

Worked on the audit staff and received audit training. Education

The New College of General and Continuing Studies Certificate Program in Financial Planning

Fairleigh Dickinson University-Metropolitan Campus - Madison, NJ January 2003 to May 2004

Bachelor's degree in Accounting and Economics

University at Albany - State University Of New York - Albany, NY September 1983 to May 1987

High school diploma or GED in College Prep

Hunterdon Central High School - Flemington, NJ

September 1979 to June 1983

Skills

• Financial Analysis

• Financial Planning

• Financial Report Writing

• Financial Statement Preparation

• Journal Entries

• Account Reconciliation

• General Ledger Accounting

• Bank Reconciliation

• Internal Audits

• Auditing

• Office Management

• QuickBooks

• Accounts Payable

• Tax Experience

• GAAP

• Accounts Receivable

• Acquisitions

Awards

2014 Five Star Wealth Manager NJ Monthly

December 2014

Award winners represent an exclusive group of wealth managers who have demonstrated excellence in their field by satisfying 10 objective selection criteria. Dean's Honor Society Award Outstanding Student Achievement May 1987

University at Albany School of Business

Certifications and Licenses

Series 63

November 2001 to Present

Series 65

May 2001 to Present

Series 7 License

November 1997 to November 1997

Assessments

Supervisory Skills: Interpersonal Skills — Expert

October 2020

Fostering a collaborative environment and conducting difficult conversations. Full results: Expert

Project Management Skills: Budgeting — Expert

October 2020

Managing project budgets by appropriately allocating and monitoring financial resources. Full results: Expert

Accounting Skills: Bookkeeping — Expert

October 2020

Calculating and determining the accuracy of financial data. Full results: Expert

Principles of Accounting — Expert

October 2020

Preparing financial records according to federal policies. Full results: Expert

Project Timeline Management — Expert

October 2020

Prioritizing and allocating time to effectively achieve project deliverables. Full results: Expert

Numerical Reasoning Skills — Expert

October 2020

Quickly and accurately performing basic mathematical operations, recognizing numerical sequences, and interpreting graphs.

Full results: Expert

Office Manager — Expert

October 2020

Scheduling and budgeting.

Full results: Expert

Marketing — Highly Proficient

October 2020

Understanding a target audience and how to best communicate with them. Full results: Highly Proficient

Management & Leadership Skills: Impact & Influence — Expert October 2020

Choosing the most effective strategy to inspire and influence others to meet business objectives. Full results: Expert

Management & Leadership Skills: Planning & Execution — Expert October 2020

Planning and managing resources to accomplish organizational goals. Full results: Expert

Research — Expert

October 2020

Following protocols, interpreting statistics and graphs, identifying errors, and choosing research methodology.

Full results: Expert

Indeed Assessments provides skills tests that are not indicative of a license or certification, or continued development in any professional field.

Groups

Board Member Hunterdon County YMCA

October 2010 to December 2013

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