CPA MBA

OBJECTIVE: Recently designated C.P.A. with MBA seeks position to utilize and enhance knowledge and experience.

PROFESSIONAL EXPERIENCE

PORTER KEADLE MOORE– Atlanta, GA 01/2007–12/2008

Tax Staff (1 year)

• Perform tax compliance duties under the supervision of Tax Senior or Tax Manager.

• Prepare federal, state and local income tax filings including estimates, extensions and tax returns.

• Ensure compliance with government regulations and respond, verbally or in writing, to notices from taxing authorities to resolve discrepancies and to minimize interest and penalty charges.

• Industries include FI, real estate and various service industries.

• Tax filings include individual, corporate, partnerships and s-corps.

• Prepare FAS 109 provisions.

Audit Staff (1 year)

• Performed detail work of a financial, SOX and internal audit under the supervision of a Senior.

• Accounts audited included Cash, Fixed Assets, Other Assets, Other Liabilities, Loans and Operations.

• Industries included FI, (community banks and de novo banks), and medical research.

• Clients included public (SEC), and nonpublic.

BANK OF AMERICA – Atlanta, GA 08/2005– 12/2006

Field Examiner (Asset Based Lending)

• Perform audits in diverse industries with a focus on scoping requirements and fieldwork.

• Issue final reports for re-occurring ABL and survey transactions.

• Investigate, evaluate and report material changes on clients’ collateral performance, such as turnover, dilution and non-primes.

• Analyze financial reports for material changes in either operating performance and/or balance sheet status.

• Assess clients’ overall systems and records to identify and report areas of potential exposure for BOA collateral.

• Communicate with Underwriters, Lenders and Regional Audit Managers throughout examinations to keep them appraised of any material events;

GEORGIA DEPARTMENT OF REVENUE – Atlanta, GA 10/2004- 08/2005

Income Tax Auditor

• Evaluated Georgia corporate income tax filings, including amended returns, Federal Revenue Agent Reports and voluntary disclosures, and identified potential audits.

• Reviewed various tax documentation, (1120, K10’s, apportionment schedules, and GA 600) to determine taxpayer’s compliance with the Georgia state income tax regulations.

• Prepared and maintained a variety of reports and documents.

Unclaimed Property Auditor

• Reviewed of holders’ aging accounts payable and credit memo reports, bank statements, and historical voided checks reports to uncover escheatable items as well as holder ‘noncompliance’ patterns.

• Reviewed corporate holders’ unclaimed property procedure to uncover weakness and suggested more effective practices.

• Researched and evaluated various taxpayer accounting systems in comparison with multi-state unclaimed property/escheat legislation to uncover various state liabilities.

PRUDENTIAL BANK – Atlanta, GA 10/1997 –12/2003

Associate Sales Manager

• Conducted training programs with Loan Officers on regulatory requirements.

• Completed on going reviews of Loan Officer ‘pipelines’ and automated loan rejections for potential approvals, verification of compliance with underwriting guidelines and objectivity and confidentiality resulting in increased conversion ratio from 25% to 65%.

• Created and implemented business processes to increase loan retention rate 20%.

• Established “High Dollar” segment defined as clients that closed $10 million per month.

• Increased average home equity loan size from $35,000 to $70,000.

EDUCATION

KELLER GRADUATE SCHOOL OF MANAGEMENT – Atlanta GA

M.B.A., Certificate in Finance, Certificate in Accounting, 2004; GPA: 3.9

CALVIN COLLEGE – Grand Rapids, MI

B.A., Mathematics and French, 1992

SOFTWARE

GO SYSTEMS TAX

GO AUDIT –Tax Mapping

RIA & CCH - Research

LOTUS NOTES – Audit

CASEWARE –Audit

EXCEL – Advanced

WORD – Advanced

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