• Create annual budgets and forecasts based on prior year actuals and input from management• Complete required quarterly and annual reporting and filings• Ensure that required quarterly and annual filings are submitted in a timely manner• Suggest process improvements to business owners and non-profit Board members, and implement improvements once authorized• Provide tax advice and prepare tax returns

• Prepared and signed federal and state individual 1040 tax returns for customers using TurboTax• Provided TurboTax customers with tax advice• Assisted TurboTax customers with product and software inquiries using audio and video tools• Utilized and leveraged government websites, professional resources, and team expertise in order to deliver the correct answers to TurboTax customers• Documented customer interactions and due diligence findings

• Developed the annual budget and periodic forecasts in coordination with department managers• Managed the Accounts Payable process• Tracked capital projects and analyzed budget to actual variances• Supervised and guided one Finance Assistant II• Answered inquiries from Trustees, department heads, auditors, other municipality officials, and residents regarding financial matters• Assisted in the preparation of the Comprehensive Annual Financial Report (CAFR) including the preparation of journal entries, audit schedules, and statistical schedules• Created, maintained, and analyzed reports for the Board of Trustees, Finance Director, and Village Manager for budget purposes, audits, presentations, and strategic and operational decisions

• Compiled, calculated, and analyzed financial information for strategic and operational decisions• Tracked capital projects and analyzed budget to actual variances• Reconciled Police and Fire Pension Investment accounts monthly• Collected and tracked local Food and Beverage Taxes and followed up on delinquent accounts

• Collected and tracked local Food and Beverage Taxes and followed up on delinquent accounts• Received, processed, balanced, and deposited utility payments and answered resident inquiries

• Prepared individual tax returns using CCH Wolters Kluwer software• Answered customer questions regarding their returns

• Trained employees company wide on SOX requirements, testing, and documentation software• Created and led the testing of SOX controls, and recommended changes when necessary• Organized, maintained, and updated the Sarbanes-Oxley documentation as needed• Worked with internal and external auditors on Sarbanes-Oxley compliance items

• Supervised the growth and development of two Financial Analysts• Prepared and analyzed monthly margin and inventory reports for upper management• Performed inventory account analysis and reconciliations, and month-end close functions

• Prepared yearly revenue and cost budgets for Sales Operations• Reported actual results to Corporate Headquarters, and used budget data for additional reporting and analysis• Investigated and evaluated specific revenue, margin, and expense discrepancies• Developed revenue database and reports with customer and market segmentation information critical to Marketing and Corporate Headquarters

• Created monthly financial reporting by branch, region, and area • Analyzed monthly trends and monthly and year-to-date variances from budget• Developed Product Profitability reports for senior management

• Presented financial results and analyses at monthly staff meetings• Provided tax schedules to independent auditors and internal tax department• Developed leased asset tracking policy with development team

• Prepared and analyzed monthly and year-to-date financial statements • Developed expense forecasts for operations managers • Prepared statements, schedules, and footnote disclosures for SEC reporting

• Prepared month-end and reconciling journal entries• Reconciled bank statements to the general ledger