Responsible for ensuring the company is in good financial standing. Build financial strategies and create annually and quarterly budgets.Ensure smoothing running of the company from a financial and projects perspective. Putting Controls in place to ensure the company is in good fiscal shape.• Managing the company’s financial transactions• Developing plans for the company’s financial growth• Prepare company’s financial reports.• Provide training to employees when needed.• Prepare Job Cost reports.• Monitor Job Costs throughout the life of the project.• Ensure accurate Billing Applications during the life of projects.• Do site visits to ensure the project is on schedule for completion.• Coordinate with Supervisors and Foremen to trek job schedule and cost for work in progress

• Preparation of the company’s monthly and annual financial reports that are presented to corporate executives.• Lead month-end process including recurring journal entries, variance analysis, adjusting journal entries, accrual entries and creating financial report package.• Provide product analysis to local department heads and corporate headquarters comparing variance analysis between actuals to forecast to identify margin improvements and opportunities.• Preparation of the Annual Operating Plan and quarterly budget/forecasts in relation to revenue, expenses and other drivers that influence the company as a whole.• Worked closely with management team in various departments training on reading financial reports.• Perform overall analysis to determine revenue and cost drivers that will produce positive marginal impacts.• Oversee general and administrative expenses for the company, to include budgeting, daily accounts payable and accounts receivable transactions, applying generally accepted accounting principles.• Lead finance team on various ad-hoc analysis and reporting.• Periodically analyze daily workflows and implement new or revised policies and procedures as needed to improve efficiencies.

• Assist executive management in the preparation of the company’s annual and mid-year report to be presented to the corporate board of directors.• Prepare the annual operating plan and forecast in relation to revenue, expenses and other drivers that influence the company as a whole.• Preparation of the company’s monthly operations package that includes financial statements that summarizes the revenue and expenses in the lines of business as well as other factors that impact the company as a whole. This is to include analysis of drivers that affect revenue and expenses. • Manage staff in the preparation of financial and business analysis information for department heads and company president on a daily basis that supports the company’s strategic objectives.• Oversee general and administrative expenses for operations, to include daily transactions and applying generally accepted accounting principals.• Act as lead in finance/accounting cost savings projects. • Analysis and implementation of new procedures to make daily work flows more efficient. • Manage Finance and Enrollment Department.

• Prepare and analyze financial statements and reports on a monthly, quarterly and annual basis for the corporation and limited liability companies.• Maintain fixed assets – maintaining tax, book, maintained variance models in excel between book/tax depreciation • Participated in leading the conversion to a new accounting software for accounts receivable, inventory and billing. This is to include the conversion of data, integrating the general ledger, reconciling reporting capabilities and creating new procedures. • Prepare tax returns and analysis reports for the corporate consolidated tax returns.• Responsible for inventory control, periodic inventories and compilation of reports to advise board of directors of asset consumption, depreciation, losses, and forecasts for shelf item inventory worth $8.7 million and rental equipment worth $11.1 million.• Prepare income forecasts and analyze trends in revenue and expenses.• Assist legal counsel on cases of fraud and abuse as well as tax law research.

•Oversee City of Columbia Mentor/Protégé Program – Create business plan under city requirements for Mentor/Protégé ~ Modeling (Excel) work with Mentor and Protégé to create estimated revenue and cost schedules per job, prepare reports and make recommendations on an ongoing basis to Mentor/Protégé per these schedules, report monthly assessment to city on successfulness of program under city reporting requirements•Website development for clients – worked extensively with client management to find out what requirements were needed ~ using Microsoft Front Page, HTML and Javascript created corporate websites to fulfill clients needs ~ obtained domain name and hosting site•Research and submit trademark application – research existing trademarks, proper procedures to apply and maintain a trademark, and cost involved to apply and maintain a trademark at the U.S. Patent and Trademark Office ~ also researched for existing trademarks ~ gathered information from management and filed out appropriated forms for the application•Trial Balance – Cleaned up the general ledger to include both balance sheet accounts and profit and loss accounts

• Provide tax compliance and planning services for individuals, corporations, partnerships and employee benefit plans – provided clients with tax projections, tax saving advice, trend analysis and preparation of appropriate federal and state returns • Fiduciary Accounting non-profit organizations – work closely with clients to find out the structure of the organization and activities performed ~ analyze clients books ~ prepare Organizational Exempt Income Form 990 to include research in compliance with regulations ~ worked closely with other clients to maintain compliance in their reporting of Employee Benefit Plans Form 5500• Maintain fixed assets -- transfers from related entities ~ like-kind-exchanges ~ calculations with disposition and abandonments in excel and different software suites ~ maintaining tax, book, AMT and ACE depreciation ~ used both a fixed asset software suite and with some clients calculated MACRS 150%, 200% and straight-line depreciation in excel spreadsheets ~ maintained variance models in excel between book/tax depreciation • Prepare financial statements – make adjusting entries to get the trial balance to reconcile ~ correct recording errors in journal entries made by clients ~ Preparation of the financial statements, obtain information for disclosure notes and incorporate them into the financial statements ~ provide differential and historical analysis using Excel and advise client management of trends and recommendations• Tax law research for clients – research regulations, cases of precedent and letter rulings ~ provided this information to the client management either in memo form (statement of facts, issues, conclusions, discussion and recommendations) or letter form

• Responsible for accounts receivable and accounts payable – processing all incoming receivables from checks to bank deposits ~ processed all payments to vendors ~ implemented internal controls to oversee these activities.• Assist Billing Staff – on daily bases, assist staff on issues to include timely billing, eliminating duplicate and overbilling, setting up and maintaining electronic billing systems• Training and Compliance – Train new staff on proper accounting procedures ~ updated existing chart of accounts to properly reflect GAAP standards• Process payroll and employee benefit plan payments for staff – this included creating schedules to show when social security payments were complied with per employee, schedules when appropriate taxes were paid and total contributions to 401(k)• Reporting -- Prepare quarterly statements and custom reports to partners.• Prepared end of year financial reports for tax compliance – create financial reports to be submitted to CPA firm. • Perform IT requirements – upload/update software, electronic billing, server maintenance, create backups of server, maintain email, adding new peripheral devices (printers, scanners, computers), etc