Controller/Accounting Manager

P E T E R L U C E Y

*** ***** ****** ***. #* • Fall River, MA. 02721• 508-***-**** • *******@*****.***

QUALIFICATIONS/SKILLS

Acute Financial analysis skills including auditing, cost accounting, and operational reporting. IRS Circular 230 qualified Exceptional customer service knowledge. Microsoft Word, Excel, PowerPoint, and Access Software. QuickBooks Bookkeeping and Accounting Systems. Highly motivated leader -strong relationship builder - adept at partnering with clients, staff, and administration. Attentive listener and persuasive communicator.

EDUCATION

2010 Bridgewater State College Bridgewater, MA.

Master of Science in Accounting

2000 Northeastern University Boston, MA.

Bachelor of Science in Management - Magna Cum Laude Graduate

1989 Mass Bay Community College Wellesley, MA.

Associates of Arts - Business Management - Highest Honors

PROFESSIONAL EXPERIENCE

2008-present H&R Block Fall River, MA.

TAX PROFESSIONAL I

* Prepare 1040’s including EIC, child tax credits, gains/losses, property, including rental, sole proprietorships, and S Corps utilizing H&R Block Accounting Software.

* Analyze client data and collect additional information.

* Resolve customer filing issues.

* Maintain comprehensive knowledge of Federal and State taxation laws.

* Recognized for outstanding customer service skills.

* Earned top performance ratings for Tax Preparer Certification and professional development coursework.

* Promoted from Tax Associate to Tax Professional I.

* IRS Circular 230 qualified.

2004-2008 Chiswick Corporation Sudbury, MA.

SHIPPING DEPARTMENT SUPERVISOR

* Administered shipping, picking, and packing operations for small package shipping department by prioritizing staff assignments

* Resolved conflicts with Sales and Credit Departments.

* Coordinated customer pick-ups.

* Oversaw order and transfer verification for Canadian warehousing facilities.

1983-2004 Alles Corporation Newton, MA.

WAREHOUSE MANAGER

* Supervised staff of 5 employees.

* Directed product for receiving, storing, and shipping.

* Oversaw ISO 9002 Certified, real-time computerized distribution system.

* Coordinated operations for warehouse in sales, customer service, and purchasing.

* Controlled vehicle scheduling, and maintenance.

* Promoted from Shipping and Receiving Associate 1983 to Assistant Warehouse Manager, and then Warehouse Manager.

Member Massachusetts Society of CPAs

Member American Institute of CPAs

Member Church Budget Committee

Member Church Audit Committee

Certified Public Accountant License – (Expected 2011)

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