Financial Reporting Services
Resume:
Melinda Mergen
Professional Summary
Over ** years of proven, successful experience and
expertise in hands-on accounting functions, executive financial and accounting management, financial directive, security and financial analysis. My professional references speak volumes to attest to my expertise and work ethic. I am a detailed oriented team player with exceptional organizational and communications skills, motivated and enthusiastic to bring complete confidence and dependability to the financial and accounting operations for company goals.
In addition, I am most proud of developing a strong team environment and collaboration, useful financial tools and financial reporting to support operational growth and strength.
I also have a strong background in financial audits, forensic accounting, restructuring, and challenging cash flow management. My experience lies in a variety of industries from: legal and financial services, manufacturing, food production, Hospitality, automotive industry sales & service, construction, legal, and public accounting.
Experience
Independent Accounting Consultant
2023- present
Offering clients a range of accounting support and expertise in accounting; From basic accounting functions: payroll, receivables, billing, inventory, cost accounting, etc.… through to executive guidance, compliance, accounting functions, and accounting and financial principles, through to providing income tax information and
certified audits.
Core Qualifications
• Expert proficiency and
hands on experience in all
roles and aspects of
accounting functions,
including cost accounting,
manufacturing, inventory
and payroll.
• Expert proficiency of
GAAP accounting
principles, audit compliance
and audit coordination.
• Asset management,
cash management and cash
flow planning.
• Leadership, communication
skills and mentorship of strong
team building.
• Management of complete
scope of all financial operations,
and responsibilities.
• Quantitative analysis.
Ongoing monitoring, analyzing
and reporting on financial data,
to provide key business
management insight and
support.
• Financial Technology
Adoption
*************@***.***
Elmer, NJ 08318
Experience continued
• Accounting support includes, but not limited to, Gap compliance, financial reporting structure, account reviews, general ledger, banking and account reconciliation, payables, receivables, payroll and financial reporting and compliance.
• Operational management as well as infrastructure planning/development.
• Hiring, review and development of accounting staff.
• Expertise in cash flow management and data
analysis.
Specific Client references upon request.
USD Default - National Real Estate - Attorney Firm Financial Analysts /Acting Controller
2017 - 2023
National firm with over 2000 employees.
Responsible for the flow, structure and integrity of all financial roles, functions, training, data and reporting. Supervision and reconciliation of all banking including escrow banking, and treasury functions.
• Improve business production and efficiency through quantitative financial and business analysis.
• Client financial compliance and coordination of all financial audits.
Florida Attorneys Firm - Chief Financial Officer
2016 – 2017 (firm closed due to foreclosure moratoriums)
• Managing Attorney William Slaubagh
• Scope: 95 attorneys / three locations / Institutional financial clients up to 150 – Gross Revenue 10
million/staff 8
Responsibilities include all scopes of financial
responsibilities for legal firms and an additional 4 entities for partners. Operations and financial controls,
implementation, and management of all financial
infrastructure and procedures. Integrity between and integration of legal management software and general financial software systems. Maintain banking relationships; prepare all financial budgets, projections, cash flow, due diligence reporting, GAAP financial statements and internal custom analysis.
• Infrastructure and
efficiency Continual analyzing
financial operations to ensure
and improve on; efficiency,
security and accuracy.
Development, training and
implementation on process
improvements.
• Expert proficiency in
Excel, Quick books and vast
experience in over 15
accounting software programs
• Forensic accounting and
auditing.
• Budget development,
forecasting, variance
analysis and internal
financial report
development.
Experience continued
Payteller, Florida LLC - Chief Financial Officer
Payteller Compliance, a Colorado LLC & Payventures, LLC 2012 -2015
A startup company, Start- up company /Funds raised 26 million / Staff 3 Accounting – 12 R&D, Business
Responsibilities were to direct the company in all implementations of new and established standard
operational processes and functions as they flow from Sales to Operations to Technology, to communications to accounting to reporting and customer quality controls.
• Assist in raiding capital and financial relationships with partners.
• All aspects of accounting support and expertise in accounting; compliance, accounting /financial
operations, and accounting and financial principles, compliance.
• Establish, review, implement, and ensure the execution of appropriate business practices for; accounting, policies, procedures, and controls necessary to mitigate risks, protect company assets, and properly report financial activities
• This includes ensuring implementation & management for all company; SSAE, BSA and AML compliance for
operations and financial controls, implementation and management for all infrastructure and administrative controls as well as, all internal accounting controls
• Reporting directly to shareholders
• Heading and working with CPA firm in certified audits. Asselta & McGoey CPA - Controller & Senior Client Manager 2008 - 2012
• Client Consultant for Special Projects
• All financial responsibilities, through to reporting, and infrastructure, to include managing accounting staff and client relationship support.
Nature's Wisdom Inc - Chief Financial Officer
2004 - 2008
• Is the parent company for several health and wellness Internet educational sites, including development and manufacturing for a Dietary Food Supplement
company Natures Advantage.
Education
06/1997
Loyola University
Chicago, Illinois
Studies: Accounting / Business
Courses 3.8 GPA: Accounting/
Business Management
01/2009
Grand Canyon University
Phoenix, Arizona
Studies: Accounting/ Business
Management Studies Advanced
Accounting
01/1996
General Motors Advanced
Accounting and Business Ma
Certificate of General Motors
Advanced Accounting
Experience continued
Nature's Wisdom Inc - Chief Financial Officer
2004 - 2008
• Responsibilities included the full scope of the CFO position, Responsible for the full scope of accounting management and supervision of company, to include
planning, budgeting, implementing, managing and
evaluating the financial activities and functions of the organization
• Ensuring that daily and long-term financial disciplines, controls and objectives are created and maintained to achieve organizational objectives and safeguard assets
• All business development and operational duties
• The scope of responsibilities included the entire Start up, Research, Development, Marketing and Management of this company, which was an internet Video health
education site
• We also manufactured Dietary Food supplements
• I planned and executed the entire business plan and objectives as well as developed all concepts and
manufacturing
• Our accomplishments excelled from being ranked below three million on Alexa .com for website placement to under 700K in less than six months, before we launched our marketing plan
• We also developed and trademarked a
• Total of 5 brands and Brand names
Our targeted Key Search words pulled to the first page placement on both Yahoo and MSN search engines.
Asselta & Mcgoey CPA - Controller & Senior Client
Manager
2000 - 2004
• All financial responsibilities, through to reporting, and infrastructure, to include managing accounting staff and client relationship support.
Shenandoah Path - Independent Financial Consultant 1996 - 2000
• Scope: 2.5 Annual in Revenues/ staff 6
Experience includes consulting for a variety and wide range of industries. Responsible for the full scope of accounting management and supervision of
companies, including hiring, training of accounting staff, financial evaluations, and due diligence.
Experience continued
Consulting
1996-2000
• Other projects included planning, budgeting
• Implementations, management and evaluations of
financial activities and functions of the organization
• Ensuring that daily and long-term financial disciplines, controls, and objectives are created and maintained to achieve organizational objectives and safeguard assets
• Ensure implementation of proper internal accounting controls, prepare consolidated GAAP financial statements and other various monthly reports, prepare consolidated GAAP financial statements and other various monthly reports, prepare monthly management reports and
financial reporting package, review, and control function of the accounting process to include the review of general ledgers, monitoring significant transactions and balances, and performing account reconciliations
• All financial infrastructure and internal control management for accuracy and timeliness
• Manufacturing accounting, inventory management and asset controls, cash flow reporting, financial statements to projections and budgeting
• All federal, state, and local reporting and compliance
• Process payroll
• Pay plan structuring, management of End of Year
Certified Audits and Certified Financial Reviews, building, training, managing, and mentoring large Accounting Departments.
Gevena Inc - DBA Rosenthal Automotive Group Controller – Co General Manager, Direct Supervisor / CFO Donald Bavely
1988 - 1996
• Scope: 200 to 300 personnel
• Revenue over 120 million
• Responsible for all aspects of day-to-day, monthly, and annual accounting functions, including all inventory controls
• The scope of my personal responsibilities included up to eight separate dealer franchises and all related (up to 6) departmental reporting (per franchise), all financial reporting to manufacturers and internal audits
• Establish, review, implement, and ensure execution of Experience continued
Automotive
proper accounting practices for; policies, procedures and controls necessary to mitigate risks, protect company assets, and properly report financial activities
• Provide guidance from a GAAP and General Ledger
accounting perspective on tax related matters
• Assist the General Manager in supervision and all aspects of managing all personnel in every Department
• Other responsibilities include payroll, budget forecasting and reporting and budget and sales tracking on a weekly basis
• Analyze financial data and prepare financial reports, statements, and projections for both internal uses
• Strict cash flow implementation and reporting
• Melinda *******************@***.*** 561-***-**** American Bankers Association, Ismael Ismael - Accounts Payable Supervisor, Direct Supervisor
1987 - 1988
• Scope: 50 billion – All bank accounts
• Supervised: staff of 3
• Responsible for all aspects of running the AP Department
• Timely and accurate payments of all vendors, liabilities, and Expense reimbursements to staff
• Monthly reporting to
• Senior Manager and all reimbursement Expense reports
• Hire and train staff for Accounts Payable
• Organize and implement my department's role in an entire computer conversion for the ABA.
Interests
Florida Real Estate Sales Licensed Certification
Advisory Boards Secretary of the Board of Directors for Moveo, Inc. Transportation Services, Miami Florida Board of Advisors Asselta & McGoey CPA's
Project consulting for, National Cherry Blossom Festival, Washington, and D.C.
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