Allen Altic, Cpa Email & Phone Number

Downers Grove, Il, Us

Palos Park, Illinois, United States

Initiated two bond issuances to refund existing debt and to issue new money for roadway improvementsImproved the Village’s bond rating with Moody’s Investors ServiceEffectively implemented a new ERP Accounting software along with significant overhauls to existing processesSuccessfully introduced a new credit card provider along with first time acceptance of online credit card payments, paperless e-billing and utility billing payment portalDeveloped the Village’s first five-year financial capital planModernized the Village’s budget process by developing my own budget software, resulting in improved budget detail, more projects being accomplished, better budget versus actual outcomes, improved transparency and reduced efforts to prepare both draft and final budget reportsInstituted a capital replacement savings plan for the Village to provide a funding source for future vehicle, equipment and major building maintenance needsCreated the Village’s first formal Investment PolicyDiversified the Village’s investment portfolio into corporate bonds and U.S Treasury obligations to improve the Village’s overall interest rate of returns on idle cashStreamlined the Village’s audit process and the preparation of the Annual Comprehensive Financial Report (ACFR), resulting in fewer required days onsite, fewer hours and an agreed upon reduction in fees from the Village’s audit firmSuccessfully implemented a new process to electronically on-board new employees, resulting in a streamlined process that saves hours of Village staff time, while also providing a welcoming sense of structure for new hires

Downers Grove, Illinois, United States

Created and filed organizing documents with the State of Illinois and Internal Revenue Service (IRS) for this newly formed non-profit organization that is raising funds to construct a handicap and accessible children's playground in our community,Assisted with the creation of organization by-laws and code of conduct Assisted with developing, planning and coordinating fundraising eventsAssisted with finding sponsorships and as well as auction items for our gala held in October 2019Coordinated grant writing training for volunteers and board membersCompleted and submitted grant applications to various foundations across the countryAssisted in successfully raising over $170,000 for the installation of a new playground at Highland Elementary School

Bloomingdale, Illinois, United States

Supervised finance department personnel as well as plan, coordinate, and evaluate employee work performanceAssisted in the development, evaluation and publication of the Village's annual $45 million budget including directly responsible for developing and monitoring Finance Department's budgetSuccessfully researched and implemented several key projects for the VillageReviewed and analyzed all financial transactions, including providing technical accounting and financial guidance, in order to maintain the general ledger in compliance with Generally Accepted Account Principles (GAAP) and Village policies and procedures Coordinate and manage the annual audit fieldwork, including assisting the in the preparation of the Annual Comprehensive Financial Report (ACFR)Performed supervisory utility billing related duties such as responding appropriately to customer service inquires and complaints, initiating work orders, communicating with field personnel, processing daily collection efforts, and coordinating department billing and collection dutiesImplemented analytical review procedures that led to the identification of several instances of utility billing meter tampering, resulting in thousands of dollars of additional future water and sewer revenueCoordinated the hiring and training of eight new employees as a result of staff turnover in the Village’s Finance Department, including creation of two new position titles and responsibilitiesMaintained Finance portion of Village website for most current and useful financial related materials.

Naperville, Il

Managed a team to complete approximately 35 audits and prepare approximately 35 financial statements annually in accordance with GAAPPerformed detailed examination over an entity’s cash collections, payroll, accounts receivable, accounts payable, debt service, bank reconciliations, franchise fees, and capital assetsReviewed an organization's general ledger activity, journal entry processing and year-end close procedures to determine if such activity is properly preparedCompared observed inventory against book inventory during inventory observation examinationsExperienced working with numerous accounting systems and operating procedures used by organizations in order to complete an auditProvided effective communication of results and recommendations to improve efficiency, accountability and accounting practices, both written and oral, to clients Performed detailed examination over an entity’s budget preparation process, including comparison to actual resultsUtilized analytical skills to identify key relationships, activity drivers and inconsistenciesAdvanced knowledge of Microsoft Excel, Word and Outlook in order to prepare necessary analytical procedures, financial reporting documentation and provide effective communication to clientsExperienced communicating to upper management, justification for recommendations in internal control procedures and journal entry adjustments needed to prepare financial statements in accordance with GAAPPrepared financial statements, note disclosures and other financial reports for clients in accordance with GAAPAttend social outings to network with current and potential clientsAssist entities in implementing new accounting policies and standards

Columbus, Ohio Area

Perform accounting services for three clients by identifying and preparing all accrual journal entries and audit schedules for outside auditorsPrepare client annual financial report in accordance with GAAPExtensive experience with Microsoft Excel, Microsoft Word, PowerPoint and QuickBooksDeliver effective presentations to management and boards regarding audit results and recommendations Review and test an entity’s compliance with state and local laws, policies and covenantsIdentified client errors in billing for services and payments on a service contract, allowing the client to re-bill for this lost revenue and disbursement overpayments Volunteer on committee to plan extra-curricular activities and community charitable events Other duties performed consisted of preparation of 990 tax returns, bank reconciliation services and employee performance reviews

Bachelor Of Science, Business

Education record