Accounts Payable Receivable

Ronald Marks

Bensalem, PA *****

*******@*******.*** 215-***-****

Professional Summary

Self-motivated, team-oriented professional seeking a challenging position that will utilize my experience and education to offer performance-based solutions. Proven ability to: partner with and management, provide leadership, energize teams, instill a teamwork mindset, develop creative solutions for difficult and complex business and accounting issues, budget and control costs, and successfully lead and achieve corporate strategic initiatives.

Intimate knowledge of and former certified installer and trainer of many accounting software programs including QuickBooks, Peachtree, and others with the ability to learn new programs quickly. Proficient with Microsoft Office Suite. Familiarity with many different industries provides me with the ability to become a major asset to virtually any organization.

Work Experience

Accountant / Tax Preparer

Master Alliance Tax - Chadds Ford. PA - January 2025 to April 2025 Prepare federal, state and local tax returns for individuals, corporations, S-corporations and partnerships. Perform year end accounting and produce financial statements for individuals and businesses in order to prepare their tax returns.

Financial Consultant

Greenwood Automotive Specialists - Glenside, PA - May 2024 to December 2024 Provide oversight of all financial activities and review and ensure accuracy and tax compliance of financial reporting.

Senior Accountant

iNRCORE (Multi-million Dollar, International Electronic Components Manufacturer) - Bristol, PA - April 2023 to March 2024

Responsible for bank reconciliations of multiple accounts, reconciliations and consolidations of subsidiaries, preparation of monthly adjustments, accruals and financial statements, analyses and reconciliations of all balance sheet accounts, and preparation of weekly and monthly customized financial reports.

Verification and processing of billing documents.

Approval, processing, and recording of employee expenses through SAP Concur. Extensive use of SAP and Hyperion Reporting

Assisted with year-end certified audit.

Controller

Greenwood Automotive Specialists - Glenside, PA - June 2019 to March 2023 Responsible for all aspects of the accounting process including general ledger maintenance, cash management, receipts, disbursements, bank reconciliations, asset management and payroll. Prepare monthly financials

Prepare federal, state and local business tax returns (S-Corp) Prepare federal, state and local personal tax returns for owner Controller

Shor & Levin, P.C. (WC & PI Law Firm) - Philadelphia, PA - October 2011 to May 2019 Responsible for all aspects of the accounting process including general ledger maintenance, cash management, multiple bank reconciliations, escrow account management, accounts payable, accounts receivable and payroll

Supervisor of intakes

Producer of Bi-monthly firm newsletter

Internal IT support person

Marketing Manager

Key Contributions:

● Converted Peachtree accounting info into customized Excel spreadsheets for management, projection and analytical purposes

● Increased internal efficiency and significantly reduced administrative expenses

● Produced bi-monthly newsletter, produced and transmitted periodic mass texts and emails to client base significantly increasing referrals

Controller

Foglia Insurance Agency - Philadelphia, PA - October 2009 to September 2011 Responsible for all aspects of the accounting process including general ledger maintenance, cash management, multiple bank reconciliations, accounts payable, accounts receivable and payroll Perform monthly account analysis and prepare monthly financial statements Prepare year-end tax returns

Key Contributions:

● Streamlined internal workflow and processes

● Saved thousands of dollars by restructuring debt

● Reduced outside accounting fees

Controller

Royal Petroleum Corp.- Sharon Hill, PA - October 2007 to September 2009 Responsible for maintaining general ledgers, bank reconciliations, account analysis, sales and commission schedules for five related companies (four oil distribution companies, one HVAC company). Prepared monthly statements and workpapers for quarterly statements and year-end CPA reviews Prepared projections and analyses related to purchasing other entities Supervised a staff of five

Key Contributions

● Saved over $150,000 per year by negotiating new terms with vendors and researching and selecting new merchant services company

● Saved thousands by establishing controls that ensured that all purchase discounts were taken

● Reconciled over twenty intercompany accounts

Controller

K & W Machine Company, Inc. (Manufacturing) - Warminster, PA - January 1993 to June 2007 Responsible for all aspects of the accounting process including general ledger maintenance, cash management, accounts payable, accounts receivable, fixed asset management, payroll and payroll tax preparation

Responsible for monthly financial statement preparation and analysis Responsible for preparation of year-end workpapers for CPA review Key Contributions

● Maintained schedule for over 250 fixed assets and selected book and tax depreciation methods to maximize book income and minimize tax liability

● Automated payroll system for over 150 employees (previously performed manually)

● Created remote data interface so that upstate manufacturing plant could transfer sales and distribution data electronically to accounting office

Partner/Computer Consultant

Softnet Systems, Inc. - Abington, PA - January 1987 to December 1993 Provided needs analysis, recommendations, installation, training and support of financial and business application software including accounting, tax preparation, time and billing, fixed asset management and spreadsheet programs

Completed a three-year engagement at the University of Pennsylvania School of Medicine training the accounting staff on Great Plains software, customizing reports and developing policies and procedures to increase efficiency and productivity and oversaw the preparation of their multi-million dollar budget. Automated the accounting departments of many companies in various industries including wholesale/retail, manufacturing, construction, health care, real estate, food service and professional firms Public Accountant

Weiss, Freedman & Roomberg, P.C. - Jenkintown, PA - January 1983 to December 1987 Responsible for general ledger posting, A/P, A/R, payroll, accruals and adjustments, payroll tax and financial statement preparation and income tax preparation for individuals, partnerships, and corporations Key Contributions

● Became internal training and support person for newly purchased tax and client write-up software

● Installed and provided training and support on accounting software for several of firm’s clients

● Education

B.S. Degree in Paralegal Studies B.S. Degree in Accounting Kaplan University Temple University-Philadelphia, PA January 2006 to December 2009 January 1978 to December 1982

Contact this candidate