Allen Wallin, Mba work email
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Allen Wallin, Mba personal email
5 years of success in financial auditing and tax consulting services for individuals and corporations of all sizes.Results-driven, entrepreneurial CPA candidate with repeated success in auditing and accounting positions. Extensive experience examining financial records, accounting transactions, etc., and preparing audit reports, balance sheets, income statements, and expense vouchers. Highly-organized and detail-oriented professional, able to multi-task and meet aggressive deadlines while providing exceptional customer service. Software proficiency includes Microsoft Office Suite, and various finance and accounting applications; able to quickly learn new concepts and technologies, and require minimal training and oversight.
Public Accounting Firm
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Senior AuditorPublic Accounting Firm Feb 2018 - Present
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ConsultantRobert Half Finance & Accounting Jan 2018 - Feb 2018Menlo Park, Ca, UsI worked for 7 weeks as an Accounting/Finance Consultant for Robert Half Finance and Accounting after leaving Public Accounting in November 2017. The company that I was assigned to was a privately held corporation with over 200 employees, and an accounting department of 20+.• Served as the primary client point of contact for day-to-day accounting and finance matters for 60+ different enterprises. • Responsible for all December 2017 and January 2018 financial reporting for those enterprises, 2017 year-end close, and maintenance/reconciliation of their cash, investment, current asset, fixed asset, short-term, and long-term liability schedules.• Left to further pursue public accounting opportunities and before leaving, I was tasked to train my replacement on all accounting and software matters by senior management.References available upon request -
Financial Statement AuditorPublic Accounting Firm Aug 2013 - Nov 2017Audited financial records, general ledgers, and accounting transactions, and executed analytic testing on balance sheets and income statements in compliance with Generally Accepted Auditing Standards (GAAS) and Florida 718 and 720 Condominium and HOA statutes. Financial data examined include vouching expenses, cash reconciliations, investment securities, etc. • Served as the “second chair” on the firm’s successful peer reviews in 2014 & 2017.• Performed financial tie-outs of all clients’ assets including all securities, and generated SOC1 and SOC2 reports (system and organization controls report) to ensure the integrity of internal controls.• Worked closely with C-Suite executives and senior accountants to complete Defined Contribution Plan 401(k) and Defined Benefit Plan audits for public and private corporations; subsequently performed participant and internal controls testing. • Proposed journal entry adjustments vital to the auditing of balance sheets and statement accounts.• Significant subject matter expertise regarding the identification and mitigation of risks to financial statement integrity, internal control design and implementation, and audit subjects and transaction classes that are not covered by those internal controls.References Available Upon Request
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Tax AssociateConfidential Dec 2012 - Apr 2013References available upon requestProvided accurate and timely tax consulting and preparation services to individuals and corporations with varying tax situations including the development of comprehensive tax strategies aimed at maximizing profitability. Reconciled tax drawers, recorded totals, and executed nightly cash deposits.• Exceeded return quotas for the 2013 tax year, as well as all individual performance goals by 10%.• Proactively completed bank agency training to increase upsell and cross-sell revenue by offering prepaid debit cards, refund anticipation loans, and other bank products. • Efficiently completed 1040 EZs, 1040’s with accompanying schedules A – D, Form 8949 (disposition of capital assets) with schedules E and K-1.• Served as a subject matter expert when complex client tax issues required extensive research and special advisement.
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Marketing ConsultantSelf Employed 2008 - 2012Executed high-impact marketing, branding, and business development campaigns for Direct Response Marketing industry, including a second stint at Livemercial. Also, performed online affiliate marketing, construction, demolition, and remodeling work in Florida and Texas in the construction industry.
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Sales CoordinatorLivemercial 2007 - 2008Miami, Florida, UsExcelled in sale and support of online media services to large and small cross-sector businesses. Efficiently managed customer accounts, responded to inquiries, resolved issues, and served as key point of contact for information on new products and services. Met with clients to understand media needs and recommend appropriate offerings. Retained existing clients through impeccable service, and generated new business through effective outreach and prospecting strategies. - Delivered $7M in new business development, exceeding business growth forecasts by 15%.- Continually enhanced product and service offerings by developing strategic business partnerships with external advertising agencies.- Increased revenues by 20% and improved customer satisfaction by deploying affiliate and search engine marketing payout increases and add-on online media services.- Conceptualized, designed, and instituted media buy campaigns that increased client return-on-advertising investments by up to 15% per sales lead.- Became main point of contact on key accounts when the Vice President of Sales was out of the office.- Worked on ad-hoc engagements for the Vice President of Business Development - West Coast / EVP International and company Executive Vice President. -
Search Engine Marketing Campaign ManagerQ Interactive 2006 - 2007Sunrise, Fl, UsFormerly known as, WorldAvenue, LLCProvided outstanding customer support in design and sale of customized search engine capabilities, managing more than 4,000 search engines across two product categories. - Consistently increased revenues by 17% by deploying innovative marketing and promotional strategies. - Created search campaigns, established keyword and phrase lists, and adjusted cost-per-click bids based on analysis of marginal return on advertising expenditures.
Allen Wallin, Mba Education Details
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Nova Southeastern UniversityMaster Of Business Administration -
East Texas A&M UniversityAccounting -
West Virginia UniversityCommunications And Business Administration
Frequently Asked Questions about Allen Wallin, Mba
What company does Allen Wallin, Mba work for?
Allen Wallin, Mba works for Public Accounting Firm
What is Allen Wallin, Mba's role at the current company?
Allen Wallin, Mba's current role is Senior Auditor at Public Accounting Firm.
What is Allen Wallin, Mba's email address?
Allen Wallin, Mba's email address is al****@****ast.net
What schools did Allen Wallin, Mba attend?
Allen Wallin, Mba attended Nova Southeastern University, East Texas A&m University, West Virginia University.
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