Anthony Cassetta, Mba Email & Phone Number

Hammonton, New Jersey, United States

Trenton, New Jersey, United States

Williamstown, New Jersey

A full service CPA firm that provides accounting/payroll, auditing (government, commercial, nonprofit), estate and trust accounting & computer services.• Ensures client compliance with established internal control procedures by examining records, operating practices, and documentation• Manage 5 member audit team to complete fieldwork and meet time sensitive deadlines for commercial and governmental clients• Ensures client complies with federal, state, and local legal and compliance requirements, i.e. Uniform Guidance and NJ DOE• Maintains internal control systems by updating audit programs and questionnaires; recommending new policies and procedures• Contributes to team effort by accomplishing related results• Communicates audit findings by preparing a final report; discussing findings with auditees• Completes audit workpapers by documenting audit tests and findings

Princeton, Nj

Provides management for accounts worth in excess of $500M. Conducts account analysis to ensure compliance with company policies, and reports findings to upper management. Evaluates daily and monthly accountant activity in alignment with company objectives. Calculates and manages expense accounts totaling $25M+ monthly. Produces shareholder general ledgers, monthly, quarterly and annually. Communicates with clients, providing accounting system information, and ensuring outstanding customer service by addressing all of their concerns. Assesses all staff originated monthly account reconciliations, and reports results to upper management. Trains staff members on new procedures and individual assignments.• Saved $50K by identifying potential issues through daily checks and analysis.• Led an audit package development team, delivering result before the targeted timeframe.• Facilitated staff advancement through policy and procedure training.

Drove daily team operations, evaluating daily accounting work, and analyzing end of day reports. Oversaw daily accountant fund assignments. Collaborated with other units by performing in both supervisory and accounting roles. Developed and analyzed monthly expense packages, and executed weekly asset reconciliations.• Successfully delivered the Regulated Investment Trust project with highly effective team resource coordination.• Met a strict deadline by performing time sensitive impact analysis.

Accurately calculated Mutual Fund Net Asset Values. Analyzed end of the day pricing reports for funds and securities, including master feeder, foreign, bonds and SWAPs. Produced quarterly, semi-annual and annual financial reporting packets for internal and external entities.• Gained advanced knowledge and impacted company performance by attending voluntary continuing education courses.• Trained the summer intern on departmental daily and monthly tasks.

Oaks, Pa

Drove all established daily portfolio accounting processing procedures and controls, ensuring their accurate and timely completion. Built strong client relationships by addressing their inquiries and resolving their issues. Partnered in the development of weekly client conference call information. Conducted analysis and validated the end of day summary reports for bond and equity funds. Performed monthly revenue analysis and facilitated internal monthly group meetings. Managed the activities of a 10-member analyst team.• Created a new senior accountant position, developing metrics for promotion.• Resolved specific client issues by organizing weekly conference calls with the organization’s senior management.

Managed analyst team operations, assigning daily work assignments, and performing assessments of results. Calculated Net Asset Values for mutual funds. Addressed all inquiries and questions from banks, advisors and intermediate companies. Coordinated an annual audit in collaboration with external auditors. Trained new employees on company policies and procedures.• Performed daily reconciliations for cash and assets related to mutual funds, and evaluated end of day summary reports.

Master Of Business Adminstration, Finance

Bachelor Of Science, Major In Finance With A Minor In Economics