Neriman Guven
* ***** **** *** *******, TX *****
*******@**********.***
EXECUTIVE SUMMARY
• Strategic financial executive with 25 years’ experience driving improvements in financial health; personal and corporate taxation, employee benefits and financial planning.
• Possess highly advantageous skill set that combines financial analysis and accounting principles with oil and gas accounting, strategic counsel on taxation, employee benefits, financial and strategic planning. This talent blend offers business leaders a distinct advantage, empowering them to make long-term financial decisions while effectively managing day-to-day operations.
• Esteemed for strength in developing and implementing competitive employee benefits programs and services.
• Exceptional organizational, analytical, and management skills.
Sol Schwartz & Associates, P.C.
Sol Schwartz & Associates, PC (SSA) is the sixth largest public accounting firm in San Antonio, Texas. SSA is a full service firm providing tax, audit, consulting and other services to wide range of clients. Their specialties include healthcare services, audit, tax, and other consulting services. SSA is also a member of "CPAmerica International", the world's second largest network of CPA and consulting firms.
Senior Manager
January 2009 - May 2010
• Developed Healthcare Services niche and implemented various procedures for training, policies & procedures, and marketing to assist medical office management for physician clients.
• Worked on financial analyses of corporate health.
• Worked with various clients involved in oil and gas investments.
• Worked as senior consultant for litigation support team involving oil and gas litigation.
• Developed financial systems for physician practices and established internal controls.
• Negotiated loans, leases for many clients.
• Developed financial planning, tax planning, employee benefits planning for many clients.
• Handled IRS audits.
• Corrected "broken retirement plans" through DOL and IRS.
• Published articles.
• Developed expertise in Healthcare Reform Act and will be giving a seminar in August together with major law firm in San Antonio to over 100 physicians.
• Became the San Antonio representative to Advanced Health Care Conference by Texas Society of CPAs for the last two years.
Padgett Stratemann & Co, LLP
Headquartered in San Antonio, with an office in Austin, PS&Co. is one of Texas' largest, locally owned CPA and business advisory firms. The firm's experienced CPA professionals provide a range of sophisticated accounting, audit, tax and other consulting services. PS&Co. is affiliated with "RSM McGladrey and RSM International", the nation's fifth largest CPA firm
Senior Tax Manager
October 2007 – December 20080
• Managed firm's tax research needs.
• Managed various healthcare client groups.
• Implemented procedures for audit department for their employee benefits audit.
• Created business models for medical practice management.
• Handled income tax planning and franchise tax planning for various organizations.
• Worked with oil and gas companies and investors including working interest, royalties, over riding royalties, sharing arrangements, calculation of production tax, cost and percentage depletion, treatment of intangible drilling costs
• Worked with Refinery Company and handled all their tax work including utilizing IRC Sec. 179 B and IRC. Sec. 179 C deductions.
• Prepared financial analyses for various clients.
Neriman Guven, PC
Small public accounting firm with ten employees. The clients included two large local hospitals, banks, retail companies, and many physician groups. The company was sold on April 2007.
President/Owner
November 1992 - April 2007
• Provided practice management services to medical practices from their infancy through their retirement with expertise in all aspects of accounting and business management including revenue cycle performance, account receivable, various management reports, estimated cost analysis based on RVUs'.
• Worked with two local nonprofit hospitals and 501(a) Medical Groups regarding their retirement plans, compensation planning and unrelated business income tax issues.
• Developed budgets, retirement plans, payroll processing plans, financial planning, and tax planning for medical practices.
• Worked with oil and gas companies and investors including working interest, royalties, over riding royalties, sharing arrangements, calculation of production tax, cost and percentage depletion, treatment of intangible drilling costs.
• Prepared and developed financial analyses for various businesses.
• Provided tax planning and compliance services to high net-worth individuals, families and businesses.
• Administered and designed 401(k) Plans, ESOPs, Profit Sharing Plans, Money Purchase Plans and 403(b) Plans.
• Provided plan administration for local hospital with 6000 employees and oil and gas drilling company with 5000 employees.
• Handled IRS, DOL audits successfully for many businesses.
KPMG Peat Marwick Lubbock, Texas
KPMG is a global network of professional firms providing audit, tax and advisory services. They have 140,000 professionals working together to deliver value in 146 countries worldwide. Lubbock office was closed in November 1992.
Senior Tax Manager
January 1990 - November 1992
• Developed employee benefit practice in Lubbock Office.
• Increased client base by 30 percent.
• Managed Lubbock Office Tax Department.
• Worked with oil and gas companies and investors including working interest, royalties, and calculation of production tax, cost and percentage depletions, and treatment of intangible drilling costs.
• Handled stripped wells, dry wells, and oil and gas leases.
• Provided in house seminars to Amarillo and Midland Offices. 5. Built and led teams in carrying out IRS and DOL audits.
• Worked with local hospital and provided tax planning and consulting services.
• Developed medical practice niche.
• Received employee of the year award in 1991 for recognition of outstanding performance.
Texas Tech University Accounting Department Lubbock, Texas
A major University in Lubbock, Texas with over 30,000 students. A teaching and research institution offering bachelors, masters, and doctoral degrees
Adjunct Professor
June 1989 - August 1997
• Taught required course in Taxation of Employee Benefits to Accounting students in Master of Taxation Program.
• Developed and designed the course. The course outline was also utilized by University of Texas Accounting Department.
• Developed expertise in many areas of employee benefits not utilized in Lubbock Community.
American State Bank Lubbock, Texas
Largest local Bank providing services from checking accounts to merchant services, loans to payroll services, investment services with over 1,000 employees.
Vice President & Trust Officer
January 1989 - December 1989
• Organized and various compliance issues in employee benefits area.
• Increased productivity levels by providing key contributions toward automation of account reconciliation processes.
• Established procedures to for Employee Benefits Practice for the Trust Department.
• Assisted Human Resources department on payroll issues. This issue was later published in Today's CPA as an article together with Dr. Mary Sue Gately in 1990.
Cooper's & Lybrand
One of the 6th largest global public accounting firms with thousands of employees. Coopers & Lybrand merged with Price Water House in 1998. Currently as PriceWaterhouseCoopers, it is one of the largest 4 accounting firms in the world.
Supervisor
January 1987 - December 1988
• Carried out tax research and compliance.
• Started to develop employee benefit programs
• Worked with oil and gas companies and investors including working interest, royalties, and calculation of production tax, cost and percentage depletions, and treatment of intangible drilling costs.
• Handled stripped wells, dry wells, oil and gas leases
• Provided seminars in the community regarding employee benefits.
• Supervised personnel, organized firm's medical practice.
• Received Coopers & Lybrand Commitment of Excellence Award for of outstanding performance in 1988.
Education
Texas Tech University
2500 Broadway, Lubbock, TX 79409
Masters of Science in Tax Accounting
June 1986 - December 1987
Concentrated study in corporate, partnership taxation including tax research, and tax planning. Additional courses in employee benefits, accounting theory, oil and gas taxation, and estate planning. Graduated with 3.8 GPA and was on Honor Roll.
Texas Tech University
Accounting
September 1981 - May 1986 -
Graduated Cum Laude.
Certifications
• Certified Public Accountant - 1988 - Texas State Board of Public Accountancy.
• Certified Financial Planner - 1992 Certified Financial Planner Board of Standards, Inc.
• Personal Financial Specialist - 1994 American Society of Public Accountants.
• Certified Employee Benefit Specialist - Wharton School Pennsylvania - 1994.
Publications
• MD News monthly publications relating healthcare issues 2007-2010.
• PSCO news 2007-2008.
• New strategies for new laws - Journal of Accountancy, February 1997.
• Meals Provided By Employers - Today's CPA, March 1990.
• Avoiding Personal Holding Company Status - Corporate Taxation September/October 1988.
PROFESSIONAL MEMBERSHIPS
• Texas Society of CPAs
• American Institute of Certified Public Accountants
• American Institute of Certified Public Accountants - Personal Financial Specialist
• International Society of Employee Benefit Plans
• Certified Financial Planner Board of Standards
• San Antonio Medical Management Group
• Healthcare Financial Management Group
CIVIC AND COMMUNITY ACTIVITIES
• North Chamber-Wellness Committee 2009
• Health Care Think Tank Group San Antonio-2007 –Present
• Oakes Club - 2009-Present
• City Council Health Facilities Development Corporation - 1998 – 2008
• City Council Educational Facilities Development Corporation - 1998-2008
• Leadership Texas – 2000
• March of Dimes - Board Member
• Texas Tech University Women Education Programs - Treasurer 2004- Present
• International Cultural Center - Treasurer 1998 – 2000
• Lubbock Reese Redevelopment Authority - Treasurer 1997-2005
• Methodist Hospital Foundation - Fund Raising Committee 1994-1996
• Lubbock Chamber of Commerce US Chamber Accreditation Task Force – 1994
• Lubbock Chamber of Commerce Board Member 1993-1997
• Leadership Lubbock Steering Committee – 1992
• Leadership Lubbock 1990-1991
• United Way Loan Executive Committee Vice Chairman- 1992
• United Way Loan Executive 1991
• Executive Forum - Board Member - Treasurer 1991
• Southwestern Public Service Company Advertisement Program - 1991