Matthew J. Roberts
Avon Lake, Ohio 44012
*******.*******@*****.***
PROFILE: Accountant with extensive experience in audit, corporate, personal, and non-profit tax, corporate and governmental internal audit training, and report and financial statements production.
EDUCATION:
Cleveland State University (Cleveland, Ohio)
Masters in Business Administration (Expected graduation - Spring 2011)
Robert Morris University (Moon Township, Pennsylvania)
B.A.B.A., Accounting (Fall 2007)
G.P.A., 3.13
COMPUTER
SKILLS:
Proficient in Microsoft Office, GoStystems for audit and tax.
Familiar with ProSystems for tax and QuickBooks for bookkeeping.
ACCOUNTING
EXPERIENCE:
Lytkowski & Company, Inc. (Cleveland, Ohio)
Staff Accountant (July 2008 to April 2009)
* Worked on ten review and audit engagements mainly in the manufacturing and the non-profit sectors
* Prepared corporate, non-profit and 1040 returns
* Performed consulting work that involved financial projections for a client
* Resolved IRS and state tax notices for clients
* Setup a database for prior year tax returns and a new calendar system
Bank of New York Mellon Corp. (Pittsburgh, Pennsylvania)
Fund Accountant (December 2007 to July 2008)
* Reported and verified daily mutual fund data to internal business groups and external fund managers
* Prepared monthly reconciliations and notifications for Mellon Stand Alone accounts
Tax Accountant (October 2006 to June 2007)
* Assisted with sorting of over 5,000 accounts into the Planned Giving department. Received two bonuses for contributions
* Updated and maintained 400 accounts in the Planned Giving group and prepared their returns, mainly 5227 & 1041-A returns
* Prepared 1040 returns for Mellon’s Guardian accounts and assisted with the preparation of 990 and 990-PF returns
* Managed planning and updating logistic procedures for the Planned Giving group
* Provided Mellon India with information necessary for completion of their returns
* Researched issues related to IRS and state taxation notices
Selker Advisors (Canonsburg, Pennsylvania)
Office Associate (October 2005 to October 2006)
* Prepared internal mutual fund reports and updated fund literature for several mutual fund companies
* Assisted with client calls, mailings, and other branch administration duties
American Eagle Outfitters (Warrendale, Pennsylvania)
Finance Intern (May 2005 to August 2005)
* Performed various projects including competitor benchmarking, Sarbanes-Oxley documents, and a Sales Audit database
* Worked with Internal Audit, Sales Audit and External Financial Reporting departments
Alpern Rosenthal (Pittsburgh, Pennsylvania)
Proofreader (January 2005 to May 2005)
* Proof read and footed financial statements
Inspector General’s Office of the Department of Defense (Columbus, Ohio)
Internal Audit Intern (May 2004 to August 2004)
* Assisted on government contract payments audit
* Performed research on government databases
* Worked heavily with Microsoft Access and PwC’s TeamMate
VOLUNTEER
EXPERIENCE:
Northridge Christian Life Church (North Ridgeville, Ohio)
(July 2008 to Present)
* Provide accounting services including processing payroll and payroll taxes, account reconciliations, report and financial statements production
LEADERSHIP
EXPERIENCE:
Association of Future Accountants, Robert Morris University (Moon Township, Pennsylvania)
President (2005-2006)
* Organized monthly events for students to interact with accounting professionals from all sectors of the accounting profession
* Increased membership by 40% to 80 students
* Created a scholarship program for incoming accounting freshmen
* Added three more officer positions to meet the needs of the expanding organization
President Elect (2005-2005)
* Assisted with writing the constitution and by-laws
* Created a logo and banner for flyers and events
* Increased membership by 90% to 50 students
Member (2003-2006)
College Republicans, Robert Morris University
Treasurer (2005-2006)
* Helped reorganize group and plan the budget
Member (2004-2006)