Heavy Equipment Financial Analyst

Allison Holtzman, MBA

**** *. ******* ***. #***

Denver, CO 80224

Phone: 720-***-****

E-mail: *******.********.***@*****.***

SUMMARY:

An experienced financial and accounting, and tax professional in multiple industries. MBA in Accounting & Finance with over 17 years of corporate experience. Demonstrated results in financial planning, strategic analysis and execution, and corporate development. A strategic business partner who can quickly assess situation complexities.

Exceptional skills in:

GL Accounting

Financial Reporting

Federal Excise Tax

Forecasting & Budgeting

Capital & Non-Capital

Property Tax in 36 States

Financial Analysis

Month End Close

Complex model & scenario development (NPV, IRR, ROI)

Expenditures

Due Diligence

Reconciliations

Income, Sales and Use Tax

Professional Experience:

Wagner Equipment Co, Aurora, CO

Sr. Tax Accountant March 2016 - Current

oCorporate Tax and GL Accountant Duties

oFederal Excise Tax on Trucks and trailers – preparing reports, reviewing qualified equipment, filing, payments, research, reconciliation.

oSales Tax - prepare and reconcile reports on sales tax, reporting, payments, tax rate changes, and additional tax rules.

oInvoice review, job site review, etc.

oSales Tax Audits (preparing reports, researching samples, working with auditors from start to finish)

oProperty Tax. SMM – Special Mobil Machinery - Colorado property tax on rental heavy equipment. Report preparation, filing, and payment.

oProperty Tax. El Paso TX Heavy Equipment Tax (El Paso TX property tax on qualified heavy equipment sales, rentals), preparation of reports, review of qualified equipment, filing, payments, reconciliation.

oTexas diesel fuel surcharge tax. The reconciliation process, the filing process, and the payment process.

oUse Tax in several states. Journal entries, reconciliation, and preparation.

oClosing the month, posting journal entries, making tax adjustments, reconciling, and running reports.

oStatue research at the local and state levels.

oProvided temporary supervision to employees while the supervisor was away.

Legent (Contract Project)

Eating Recovery Center - Health Care Dec. 2014 – March 2016

oSales and Use Tax Returns (Multiple States)

oProperty Tax Returns (Multiple States)

oTax Analyses

oTax Consulting

oProvided guidance to other departments and clients regarding tax processes and rules.

oResearch and document statutes and ordinances imposing sales, use and other special taxes.

oProcess improvement; helping resolve complex of tax issues.

Sports Authority, Inc Englewood, CO Feb 2008 – Nov 2014

Sr. Financial Analyst Oct 2012 – Nov 2014

(Promoted from Tax Accountant to Sr. Financial Analyst in October 2012)

oPreparation and Analysis of IT's budget.

oTimely execution of monthly financial statement close processes

oExpense monitoring and reporting, Forecasting

oReview of all IT invoices for equipment, software and service invoices for appropriate budget allocation prior to payment approval.

oTrend analysis, Spend analysis, Cost savings methodology, Cost/benefit analysis,

oVendor Analysis, Price Analysis

oTrack and report on IT contract spending (Capital, non-capital).

oProcess improvements and recommendations

oFinancial reporting to Directors.

oWork on ad hoc projects

Tax Accountant Feb 2008 – Oct 2012

oCorporate property tax. Separation of tangible assets, inventory, fixtures, capital assets, and non-capital assets.

oPreparation of Business Tax returns and payments for 36 states in 240 counties.

oAnalyze assessed values based on different tax regulations for each tax return.

oSupport state and local audits for sales tax and business personal property tax.

oExamine and conclude property tax issues.

oFiling protests.

oPrepare monthly tax account reconciliations for the balance sheet.

oPost journal entries to adjust tax accounts

oProcess Improvement Project-created an Excel template to improve processes

Western Paper Distributors, Denver CO

Senior Accountant Feb 2005 – Feb 2008

oPreparation of monthly financial reports and statements.

oEvaluation of Financial statements

oPrepare adjusting and closing entries.

oReconciliation of balance sheet and income statement accounts.

oPrepare sales tax reconciliations and tax returns for 52 counties in Colorado.

oPayroll JE. Head tax return

oReconciliation, depreciation schedule and adjustments of fixed asset accounts.

oReconciliation and adjustments to prepaid expenses and insurance, accrued expenses, and suspense account including inventory adjustments.

oRebates reconciliations and monthly reports. Vendor Credits and customer refunds reconciliations.

Dan Nibler PC CPA, Aurora CO Dec 2003 – Feb 2005

oIncome Tax preparation

oSales and Use Tax

oBank Reconciliation

oAudit document preparation

Technical Knowledge:

Lawson, MAS 90, Microsoft Dynamics SL, McKesson, SBS Payroll, Vista Care, Quick Books, Hyperion (Oracle), Stellent (Oracle), SQL, Excel (advance level), Word 2007, Power Point 2007, Access, and other.

Education:

oMBA in Accounting and Finance - Regis University

oBachelor of Science in Business Administration with an emphasis in Accounting - Colorado Tech University

Professional Certificates from Colorado Tech University:

oBusiness in the Global Environment

oManagement Essential

oOrganizational System Improvement

oProject Planning

oSales and Marketing

oHuman Resources Development

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