Accomplished CPA Finance Leader with GAAP Expertise

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JOHN E. BEAN

Rockwall, TX. ***** 469-***-**** *********@*****.***

CONTROLLER

Results-driven, dedicated, and meticulous-minded (Retired) Certified Public Accountant with extensive experience in Accounting (GAAP), Finance, Forecasting and Tax across diverse business sectors. Proficient at analysis, financial statements, audits, public accounting, and payroll. Repeated success delivering significant cost and tax saving ideas to clients. Recognized for effectively leading teams and reviewing and enhancing work of personnel to ensure objectives and deadlines achieved. Flexible, hands-on leader and critical thinker with sound financial and business acumen, outstanding communication and organizational talents, solid analytical and problem-solving skills, and proactive work ethic. Able to multi-task from one critical task to the next, ensure accuracy and integrity of work, and strive for continued financial health and success of the business. SIGNATURE ACHIEVEMENTS

Recognized as one of the top performing CPAs in Austin, Texas Consistently provided over 400 clients with substantial cost and tax savings Negotiated and settled compromises with IRS for over $1M in tax assessments CAREER EXPERIENCE

Director of Accounting – Proper HOA Management – Richardson, TX 3/2024 – Present As Director of Accounting manage team of accounting personnel in accounts payable, accounts receivable, Senior Accountants and oversee the preparation of financial statements and reports for 175 HOA client entities. Ensure compliance with Generally Accepted Accounting Principles (GAAP) Develop and implement financial policies, procedures and internal controls. Produce financial reports and lead monthly financials meeting and telephone calls. Conduct financial analysis and support forecasting efforts Collaborate with senior leadership on financial discussions and decision making Facilitate annual billing, budget entry and coordinate tax filing with Associations CPA Controller, QMF Steel, Inc. – Greenville, TX 5/2019 – 3/2024 Strategically plan, implement, oversee, and control financial-related activities of steel fabrication corporation. Provide oversight of multi-faceted processes including accounting, finance, forecasting, strategic planning, job costing, deal analysis and negotiations, investor relationships, partnership compliance, and private and institutional financing.

Strove for ongoing growth and profitability of organization by preparing accurate and concise financial statements and annual tax returns, and overseeing and implementing reporting. JOHN E. BEAN

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Boosted system efficiency by leading and monitoring implementation of new accounting software.

Assured payroll protection for employees during Pandemic by establishing Paycheck Protection Program

(PPP). Secured over $1M in PPP and Employee Retention Credit funds. Principal, John E. Bean CPA, PC. – Austin, TX 11/2002 – 4/2019 Provided oversight and coordination of public accounting firm servicing over 400 clients, and served as key representative to clients during audits for tax, franchise, and sales tax.

Developed high performing and efficient environment by hiring and building skilled team of professionals and facilitating coaching and mentoring.

Successfully settled tax saving compromises with IRS on behalf of clients by driving negotiations to resolve over $1M in tax assessments.

ADDITIONAL EXPERIENCE

Tax Manager Southern Union Company, Gas Division – Austin, TX 6/1997-10/2002 Preparation of $300M annual tax return comprised of 16 subsidiary entities IRS audit representation

Annual accrual for tax planning purposes

EDUCATION

University of Texas at Arlington – Arlington, TX

BBA – Accounting with Economics Minor

CERTIFICATION

(Retired) Certified Public Accountant Certified Forensic Accountant AWARDS

Consecutive Texas Monthly CPA Awards for Best CPAs in Austin, TX Organizations

Toastmasters – Past President

TECHNICAL PROFICIENCIES

Microsoft Office Suite Excel ProSeries Tax Software Lacerte QuickBooks M-1 (Manufacturing) AppFolio (Property Management)

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