Accountant Human Resources
Resume:
Wallingford, CT*****
Home Phone No.
Cell No. 203-***-****
E-mail:******@*******.***
or *****.*****@**.*** or linkedin.com/in/frank-calvi-mba-1bb49667
Frank A. Calvi, MBA
Education
1991 - 1996 University of New Haven West Haven, CT.
Masters of Business Administration
Degree Concentration: ACCOUNTING
1981 - 1985 University of New Haven West Haven, CT.
Bachelor of Science
Becker CPA review course
Professional experience
1988 – Present State of Connecticut
03/19 – Present Connecticut State Library
Fiscal Administrative Manager 1 Hartford, CT
Assigned the CFO position for the CT State Library. Responsible for managing all fiscal functions. Testify annually in front of the budget and bond committees at the Legislative Office. Directs staff and operations of fiscal/administrative office; coordinates, plans and manages activities; formulates program goals and objectives; develops or assists in development of related policy; interprets and administers pertinent laws; evaluates staff; maintains contacts with individuals both within and outside of unit who might impact on program activities; coordinates fiscal management functions including budget preparation and management, accounting and financial reporting and analysis; assists in planning and implementation of financial aspects of EDP systems; utilizes EDP systems for financial records, reports and analyses; prepares programmatic fiscal/administrative analysis and impact statements on proposed regulations and legislation; directs and coordinates a variety of administrative functions such as grant administration, personnel, payroll, purchasing and contract administration; in addition to managing fiscal/administrative functions; manage support services such as maintenance, duplicating services, mailroom, in addition to the above, may insure conformance with related standards of TJC, OSHA, Environmental Protection and other regulatory agencies; performs related duties as required.
01/17 – 02/19 Connecticut Military Department
Fiscal Administrative Supervisor Hartford, CT
Directs staff and operations of fiscal management functions including budget preparation and management, accounting and financial reporting and analysis; coordinates, plans and manages activities; formulates program goals and objectives; develop or assists in development of related policy; reviews fiscal and administrative operations for effectiveness and compliance with statutory requirements and agency policies and procedures; acts as liaison both internally within the state and externally; evaluates staff; advises agency head regarding fiscal and administrative matters. Supervises maintenance of accounts; supervises preparation of financial statements and reports and budget requests in financial planning; reviews and authorizes expenditures; schedules, assigns, oversees and reviews work of staff; provides staff training and assistance; conducts performance evaluations; Determine priorities and plan, manage activities and operations of Purchasing, Accounts Payable, Accounts Receivable, Asset Management, Grant Administration and Contracts. Establishes and maintain procedures; develops or makes recommendations on development of policies and standards; acts as liaison with other operating units, agencies and outside officials regarding policies and procedures; prepares reports and correspondence; oversees planning and implementation of financial aspects of EDP systems; utilizes EDP systems for financial records, reports, and analyses; assists in analyzing impact of proposed regulations and legislation on agency fiscal/administrative programs and functions. Interpret and administer pertinent laws as it applies to purchasing contracts and sales. Approve purchase orders in CORE-CT on a daily basis. Evaluate staff, maintain contacts with individuals who might impact program activities. Coordinate fiscal management functions including budget preparation and management, accounting and financial reporting and analysis. Supervise and coordinate a variety of administrative functions such as grant administration, personnel, payroll, and purchasing and contract administration. Approve time off requests, receive, sign and deliver employee time sheets and work with human resources to fill open positions. Attend Community Action Committee meetings. Develop facility use contracts for events that are held in military facilities throughout the State. Responsible for the creation and renewal of Memorandum of Agreements (MOA), Memorandum of Understandings (MOU)
10/14 – 01/17 Department of Motor Vehicles
Associate Accountant Wethersfield, CT
Maintain an interrelated group of accounts including classifying and recording transactions; reconciling accounts; examination of financial documents to ensure accuracy and conformance as required by reviewing related records, provisions and/or regulations; maintaining accounts receivable including preparing and processing billings; maintaining related accounts; managing accounts receivable; making and recording adjustments; auditing invoices or payments for accuracy and compliance with state regulations; and asset management. Utilize EDP systems for financial management including CORE-CT Asset Management, Financial and EPM modules. Maintain the Depts. Asset Management System in accordance with State Statutes. Manage the disposal of State property, complete inventory and financial reports. Oversee physical inventory process for real and personal property for the Dept. and its branch offices. Conduct internal fraud investigations. Assigned to special projects to implement new CT Integrated Vehicle Licensing (3M CIVLS console) database systems for DMV. Run consolidated Receipts Report on a daily basis followed by the preparation of the revenue receipts reports. Assemble daily receipts report comparative by location. Assemble daily receipts report comparative by tender type. Create DI Posting spreadsheet
Run cash drawer report and will contact Managers to discuss discrepancies Reconcile lock Box receipts report to bank and error log Create procedural manuals to process purchases and inventory. Oversee billings and reimbursements for the entire agency. Manage agency grant and contracts. Build spreadsheet reconciliations and prepare correspondence. Proficient in CORE-CT, QuickBooks,3M Console, Microsoft Office Suite (WORD, EXCEL, ACCESS AND POWERPOINT)
03/05 – 10/14 University of Connecticut Health Center
Accountant Farmington, CT
In the Department of Research Finance/ Grants & Contracts Division; financially manage multiple Grant accounts followed with the preparation of monthly, quarterly and annual financial statements; prepares journal entries and associated schedules for month-end closings; maintains general ledger/journals; reconciles General and Subsidiary Ledgers to Reports of Expenditures. Administers fiscal aspects of Grant programs by reviewing funding applications for approval, researching and preparing estimates of costs of proposed Grant programs, interpreting grant contracts for approval of grant expenditures, analyzing grantees financial records and reports of compliance with Grant expenditures requirements; monitors fiscal aspects of Grant and contract administration by reviewing and interpreting contracts for approval on non-routine expenditures. Review contract language for POS, PSA, MOU/MOA agreements; work with program staff to revise template and non-template contract language. Review contracts budgets for accuracy and conformance with agency spending plans; update and maintain contract data in internal InfoEd Contract Management System to track progress of contracts, amendments and reports. Manages and safeguards sponsored program funds by conducting post-award reviews of sponsored research activities and certifies completeness and accuracy and compliance with agency regulations and University of Connecticut Health Center policies and standards, in conjunction with Dept. of Health and Human Services, National Institute of Health. Analyzes and resolves Grant and Contract problems including funding, cost sharing, budgets, allowable expenses and the re-distribution of funds. Monitor use of Grant monies awarded to agency to ensure adherence to all terms and conditions; facilitates direct grant process; provides technical assistance and acts as a resource person to grantees. Advise and guide principal investigators, administrative managers and staff with training for grant administration including interpretation of policies and regulations, assignment and distribution of Grant funds and monitors and reviews Grant reports and activities. Recommend cost funding policies. Schedule assign oversee and review work of staff; serves as liaison between administration, faculty and granting agencies; maintains technical and professional knowledge and keep up-to-date with relevant regulations. Responsible for overseeing all State and Federal pass through Grants with emphasis on all State Agency grants. Proficient in INFOED, SunGard HE BANNER and WebFOCUS systems.
07/04 – 03/05 Department of Motor Vehicles
Accounts Examiner Waterbury, CT
Conducts in the examination of financial records and documents; prepares for examinations by reviewing prior audit reports, financial statements, budgets or other available data; for an on-site audit meets with officials of organization being examined to discuss audit procedures, answers questions and obtains necessary information and records; utilizes EDP systems for financial records, reports and analysis; examines various financial records including revenue expenditures; examines and reconciles accounting records with supporting data, such as vouchers and invoices; determines compliance of various complex financial documents within applicable regulations; examines accounting methods and procedures to ensure compliance with acceptable accounting principles, laws and regulations and state or federal requirements; for an on-site audit reviews and discusses audit findings with officials of organization audited; prepares unit reports explaining results and making recommendations; performs related duties as required. Analyze issues to determine nature scope and direction of investigation required. Interpret financial data for unusual trends. Responsible for the detection and deterrence of fraud by evaluating accounting systems for weaknesses, designing internal controls, determining the degree of organizational fraud risk.
10/98 – 06/04 Department of Social Services
Accounts Examiner Hartford, CT
Independently perform highly complex examination work within the Department of Social Services. Plan, develop and conduct audits of a variety of Departmental operations; develop audit programs to test adequacy of controls. Determine compliance of documents and/or procedures with laws, regulations and any State or Federal (GAGAS) requirements. Examines complex and varied financial documents and data submitted; research historical and/or other related data as needed. Interpret financial data for unusual trends. Responsible for the detection and deterrence of fraud by evaluating accounting systems for weaknesses, designing internal controls, determining the degree of organizational fraud risk. Analyze and compare data to determine appropriate status or action; analyze and interpret accounting records and reports; utilize EDP systems for financial records, reports and analysis. Prepare comprehensive reports of audits, identifying areas needing correction as well as recommending specific steps for improving operations and controls. Identify and assess inherent risk in key activities, identify and evaluate risk mitigation strategies/controls. Conduct detailed examination procedures. Prepare written examination reports. Advise and instruct Directors, Chiefs and Supervising Accounts Examiners on the use of the Eligibility Management System (EMS), agency programs and in the analysis of financial statements. Interview and interact with various levels of personnel, both inside and outside of the Department including outside constituents; perform related duties as required.
05/88 – 10/98 Department of Social Services
Eligibility Service Worker Middletown, CT
Evaluate candidates for public assistance programs. Responsible for maintaining case eligibility information on the EMS system. Assist candidates with applications for Federal, State and Municipal social services benefits. Discuss individual case issues and income status with social service agencies, States Attorney and others to provide suitable welfare for recipients. Calculate monthly budgets and account reconciliation’s for health care facilities according to State regulations.
01/01 – 12/20 William H. Campbell PC
Public Accountant Glastonbury, CT
Prepare Federal and State tax filing for individuals, small businesses, partnerships, trusts and LLC’s to satisfy tax and regulatory requirements using Thomson’s Creative Solutions/Ultra Tax software program. Record complex and compound journal entries; prepare balance sheets and financial statements involving multiple accounts. Perform complex accounting, reconciliations/validations, reporting and financial analysis in fully integrated General Ledger financial system. Review material assets, income, surpluses, liabilities, and expenditures from taxpayer to verify net worth or reported financial status and identify potential tax issues. Respond to clients’ concerns and individual/business situations. Reconcile interest in stock, bond and mutual investment fund accounts. Prepare year end financial statements followed by preparation of related business tax return. Train Public Accountants as well as review tax returns, financial reports.
Languages
Fluent in the Italian language
Computer Skills
Proficient in MS WORD/ACCESS/EXCEL/POWERPOINT software programs as well as Creative Solutions/Ultra Tax, PeopleSoft, SunGard HE BANNER and QuickBooks CORE-CT software programs.
REFERENCES
KENDALL WIGGIN
CT STATE LIBRARY
STATE LIBRARIAN
*********@*****.***
ANTHONY LEWIS
CT MILITARY DEPARTMENT
HUMAN RESOURCES DIRECTOR
*******.*****@**.***
ROGER PERSSON
CT STATE DEPT. OF EDUCATION
ASSISTANT CHIEF FINANCE OFFICER
*****.*******@**.***
Contact this candidate