Luke Joseph

**** ******

Birmingham, MI *****

adppnp@r.postjobfree.com

248-***-****

M.S.T. & M.B.A. graduate with record of success in coordinating, filing and researching corporate and subsidiaries tax issues in all the Federal, State and Local levels. Creative problem solver with ability to drive revenue growth resolves conflicts, improve morale and consistently exceed profit goals. Accounting Faculty On-Campus for University of Phoenix for 3 years. Birmingham Public School Education Board – Elected position starts January 2021 for a 6 year term. Work Experience

CONTROLLER/CFO

Landmark Management - W Bloomfield, MI

October 2015 to Present

• Perform month-end & year-end general ledger close for Hotels, Restaurants, Multi-Unit Family, Shopping Centres, Retail outlets, and other businesses

• Lead Construction projects from beginning to end including preparing draws for funding from banks, preparing partial and full unconditional waivers, and prepare budgets

• Manage Low Income Housing Tax properties and the appropriate Tax credits; manage the Housing Tax Credits, HUD, Syndication type properties and much more

• Prepare & Manage Cash Reporting Accounts Payable, Accounts Receivable & Payroll, and Work-In- Progress reports

• Manage Cash Flow to ensure timely receipt of funds and payment of obligations

• Ensure & Prepare tax compliance with the Federal, State, local and all Sales, Use & Withholding taxes

• Prepare and generate financial and payroll reports

• Prepare monthly and Year-End Financial Statements per GAAP and IFRS including consolidated financial statements

• Monitor the adoption of all accounting standards with FASB

• Manages the monthly close process including preliminary review of financial statements, preparation and posting of adjusting journal entries, and explanation of budget to actual variances

• Assists in preparation of the annual budget through analysis of accounts, researching data, and compiling reports

• Analyse various general ledger accounts and reconciles deferred revenue, prepaid accounts, and other accounts

• Provides monthly financial results to various departments, and review results with them

• Prepare Work-in-Process and Completed Schedules as well as Percentage of completion accounting schedules

• Acts in accordance with corporate accounting policies and procedures; recommend new ideas or changes to current policies and procedures as needed CONTROLLER/CFO

Advanced Consulting - Las Vegas, NV

May 2005 to September 2015

•Prepare monthly financial statements for various kinds of medium and large businesses that specialize in Construction, Health Care, Manufacturing, Automotive, Hotels, retail, etc

•Prepare Individual & Corporate Tax returns for Federal, All States, All Local, Sales, Use & Withholding, Payroll, Property Tax, tax footnotes and tax disclosures

•Prepare monthly and Year-End Financial Statements per GAAP and IFRS including consolidated financial statements

•Lead Construction projects from beginning to end including preparing draws for funding from banks, preparing partial and full unconditional waivers, and prepare budgets

•Prepare & manage short term and long-term forecasts for cash to establish payment schedules with suppliers, payroll, and debtors

•Calculate variances between budgeted and actual results; updates how budgeted amounts were established; and report this information to management

•Ensure & Prepare tax compliance with the Federal, State, local and all Sales, Use & Withholding taxes

•Prepared deferred tax assets and liabilities, income tax provisions, and cash flows

•Save clients millions of dollars in proper planning and problem solutions

•SEC Filings and document preparation like the 10-K and 10-Q, 8-K, statutory financial statements, and audits per Sarbanes-Oxley

•Monitor the adoption of all accounting standards with GAAP & FASB

•Constant reviews of contracts to ensure proper accounting treatment

•Prepared month-end accounting procedures; sales tax preparation; preparing a variety of schedules

•Prepare daily statistics for all departments, daily productivity reports, FTE analysis, compare actual vs. budget for all income & expense categories and much more for a major hospital

•Prepared journal entries, reconciliations, accruals, etc.

•Analysed financial statements, trial balance, various accounts

•Performed A/R balancing, High Dollar Volume, Average Hourly Rate, etc.

•Ensure and verify compliance with Sarbanes-Oxley requirements including testing and documentation

•Analysed and prepared financial statements, trial balance, journal entries and adjusting entries, balance inter-companies among all hospital organizations. This included consolidated financial statements

•Serve as the main contact for external auditors and assist external auditors and provide Documentations

•Evaluate date to determine operational efficiency and compliance with corporate policies and procedures and group benefit guidelines

•Performed daily operating numbers as well as surgical minutes and send them to administration CONTROLLER

DETROIT MEDICAL CENTER - Detroit, MI

April 2000 to May 2005

• Prepared month-end and year-end accounting procedures; income tax, personal and real Property Tax, Sales Tax and other Non-For-Profit related tax forms

• Implemented a due date system that helped the department to know when various items are due. Correspond with many cities, state, and federal agencies. Total of 13 hospitals, 20 nursing homes, and 10 rehabilitation centers total revenue is more than $1 billion

• Supervised A/P, A/R, Payroll, Tax & Accounting; total staff of 50 people

• Prepared deferred tax assets and liabilities, income tax provisions, and cash flows

• Analyzed and prepared consolidated financial statements, trial balance, journal entries and adjusting entries according to GAAP

• Performed consolidated tax returns for many of the hospital entities including tax footnotes and disclosures

• Implemented a due date list for all the accounting and tax projects for the whole year

• Prepared all financial statements and tax forms timely and accurately

• Managed, prepared, and corresponded the Sales Tax and Property Tax for all the entities

• Reduced tax liability through appeals to Tax Tribunal ACCOUNTING/TAX MANAGER

ARTHUR ANDERSON - Detroit, MI

September 1989 to April 2000

• Organized and led various accounting workshops

• Improved the client base to have diversification of industry

• Conducted tax accruals, tax planning and tax savings

• Supervised and directed a staff of seven

• Worked on clients like General Motors, Little Caesars Pizza, and Westin Hotels

• Prepared Federal, State, Local, Personal Property, Sales, Use and Withholding taxes for various entities in all states.

• Prepared consolidated financial statements and month-end procedures for various entities

• Plan the audit, evaluate the internal control environment, develop an audit program, perform detailed audit tests and prepare the audit report

• Prepare audit findings and formal reports in accordance with departmental reporting requirements

• C00onduct exit conferences of each audit/review

• Perform special review at management's request, develop and implement new audit techniques and aid in departmental administration

• Assist in developing the annual audit plan and continuous improvement initiatives

• Prepared audited, review and compilation financial statements

• Performed internal and external accounting and tax audits

• Developed and implemented operating budget programs Education

MASTER OF BUSINESS ADMINSTRATION in BUSINESS

UNIVERSITY OF PHOENIX - Henderson, NV

January 2010

MASTER OF SCIENCE in TAXATION

WALSH COLLEGE - Troy, MI

June 1992

BACHELOR OF SCIENCE in ACCOUNTING & FINANCING

OAKLAND UNIVERSITY - Rochester Hills, MI

August 1989

Skills

Supervision, Excellent Verbal & Written communication skills, Adaptability, Ability to work with several operating systems, an immediate asset to an organization, and much more. Additional Information

COMPUTER & OTHER SKILLS

Computer Ease, Viewpoint, Yardi, Sage, Oracle, NetSuite, Great Plains, People Soft, J.D. Edwards, OnBase, FAS Fixed Assets, Host, Pro System FX, E-Pace, Timberline, CorpTax, Relius, Business Objects, SFAS 109, Navision, PAC, Microsoft Office (Word, Excel, Access and Power Pointe), Quicken, Quick Books, Power Builders, Hyperion, Platinum, TurboTax, FastTax, Creative Solutions, TAASC, CompuTax, DataTax, PeachTree, ADP, Ceridian, Paychex and many more. Very effective writing and speaking skills

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