Financial Planning Real Estate

KEVIN DANIEL DUGAN

***** ******* ****** #***, *******, VA22030 • 703-***-**** • ***********@*****.***

Professional Summary

Experienced Accountant with more than 20 years of success within the Tech industry & private practice. Skilled in uncovering opportunities to improve financial growth, risk management, and internal controls when managing all accounting functions. Prepared to bring talent and expertise to organizations offering opportunities for advancement.

Skills

Profit and Loss Responsibility

Cost Reduction & Avoidance

Budgeting & Cash Flow Optimization

Year-End Audit / Financial Statement

Corporate Finance & Asset Management

Financial Planning & Management

Advanced Excel Skills

Microsoft Office

Skilled in MYOB, QuickBooks

Pivot Tables, Power Pivot

Nonprofit experience

GAAP knowledgeable

Project billing & report Management

ASC606 knowledgeable

Work History

ACCOUNTANT / ASSOCIATE, 04/2021 to Present

SAREEN & ASSOCIATES, INC. – Manassas, VA

Prepare interim and annual financial statements-tax basis for clients using QuickBooks (all versions) or Accounting CS.

Setup New clients on Goldmine & QuickBooks, Accounting CS

DDAA served as a full-service accounting service for individuals and small businesses. Offering financial planning, tax return preparation, real estate investment and management, bookkeeping, and advisory services.

Oversee all accounting and tax matters, including A/P, A/R, fixed assets, payroll, G/L, taxes (federal & state), sales & franchise tax reporting, prepare and review budgets, reconcile all credit card activity close books & prepare financial reports monthly & yearly.

CONTROLLER / ANALYST, 05/2002 to 03/2021

DUGAN, DUGAN & ASSOCIATES – Fairfax, VA

Manage and support both DDAA (Accounting) & (Real Estate) Division

DDAA served as a full-service accounting service for individuals and small businesses. Offering financial planning, tax return preparation, real estate investment and management, bookkeeping, and advisory services.

Oversee all accounting and tax matters, including A/P, A/R, fixed assets, payroll, G/L, taxes (federal & state), sales & franchise tax reporting, prepare and review budgets, reconcile all credit card activity close books & prepare financial reports monthly & yearly.

ACCOUNTANT / SYSTEM ANALYST, 03/2000 to 05/2002

MILLER MUSMAR, CPAs, P.C – Reston, VA

Recruited to deliver multifaceted accounting, tax, and consulting services to a diverse client base.

Led accounting system conversions, and managed parallel systems which identify any variances to improve efficiency.

Collaborated with principals to evaluate accounting functions and recommend effective solutions.

Spearheaded implementation of customized accounting software and solutions.

CONTROLLER / ANALYST / CONSULTANT, 03/1998 to 03/2000

DUGAN, DUGAN & ASSOCIATES – Fairfax, VA

Help support day-to-day accounting functions for large companies including GTSI, Freddie Mac, Contel and USAir.

Served as Controller for H-Quotient, Inc. and partnered with CFO to assist with the company's year-end audit.

Prepared consolidated financial statements for public offering.

Selected accomplishment:

Designed a large-scale reconciliation project that was previously driven by 10 temporary staff, into a manageable, highly efficient process that was completed by one full-time staff, dramatically reducing manpower and costs while ensuring a smooth transition to the new accounting system.

Initiative captured savings of over $130K in temporary manpower fees plus 100% recovery $193K+ of previously unidentified receivables.

Comptroller / Analyst, 03/1997 to 03/1998

COMPTROLLER, MERIDIAN EMERGING MARKETS, INC. / UPI MEMO, LLC – Alexandria, VA

Promoted from System Consultant to Comptroller after successfully leading the conversion of Meridian's accounting system from MYOB to QuickBooks, established new operating procedures and prepared financials for Meridian and sister company (UPI MEMO).

Directed and oversaw multifaceted accounting functions including investment strategies.

The companies later merged and consolidated Virginia and New Jersey to New York office for IPO.

Senior Tax Accountant & Consultant, 02/1991 to 03/1997

Paul W. Klassett, CPA – Burke, VA

Generated financial statements and facilitated account closing procedures each month.

Performed periodic budgeting/modeling to project monthly cash requirements.

Performed complex general accounting functions, including preparation of journal entries, account analysis and balance sheet reconciliations.

Education

Professional Development Coursework -- Advanced Federal Taxation - Catholic University, Washington, DC -- Excel CPA Review and Exam courses: 2008

Bachelor of Science: Accounting

Villanova University - Villanova, PA

Additional Information

Professional License Real Estate License (2004)

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