Consolidate quarterly financial statementsPrepare Forms 10Q/10KManage quarterly reviews and annual audit by external auditorsSupport month end and year end closingCommunicate with external auditors on accounting issuesCommunicate with external income tax accounting firm

Establish accounting procedures for newly acquired companyManage staff of 2Prepare monthly financial statementsPrepare annual budgetImplement Intacct ERP system

Prepare monthly profit and loss entries for local and Tokyo operations for corporate close, including the tracking of US GAAP versus local statutory accounting. Prepare monthly account analyses for various balance sheet accounts. Prepare gross margin analysis by client for Addison office and other ad-hoc revenue reports. Manage insurance program administration, which includes corporate insurance policies in excess of $75 million in coverages for Comprehensive/General Liability, Auto, Workers’ Compensation, Excess, Property, Foreign, Professional and D & O Liability. Review insurance requirements on new client contracts.Developed detailed gross margin analysis for client service managementDeveloped and administered annual client contract renewal process for over 250 clients including preparation of contract extensions.Led migration from local in-house general ledger software to Corporate’s Lawson Enterprise System after acquisition by Duff & Phelps.

Hands on sole finance person for Start-up Company. Created accounting procedures, developed expense reporting forms, prepared all sales invoices, processed accounts payable, maintained general ledger, prepared financial statements for private investors. Managed corporate travel.Interviewed firms and coordinated first annual audit.Managed transition to new 401K provider.

Hands on lead accounting manager and co-operations manager. Reported to regional offices in North Carolina. Prepared monthly financials for UK parent on 2 day close cycle. Prepared US to UK GAAP schedules quarterly. Prepared annual budgets, monthly forecasts and weekly cash forecasts. Prepared federal and state income tax workpapers for E & Y. Researched site selection and managed annual user conferences. Negotiated all leases for office and equipment, approved all purchases.Researched and managed selection of new 14,000+ sq. ft. offices, floor plan and move.Managed human resources and IT.Managed and controlled costs to meet annual budget.Co-managed to first profitable year leading to sale of Company.Due diligence reporting for sale of IMSofTech to Harris Computers.

Managed and trained staff of 10 in A/R, sales tax, A/P, P/R and fixed assets. Prepared monthly financial statements and management reports, maintained general ledger. Managed cash flow. Prepared all franchise tax and state income tax returns. Reviewed all payroll tax returns. Reported directly to CFO and President. Prepared schedules for annual audit by KPMG Peat Marwick.Assisted with private to public transition.Implemented finance portion of BAAN software.

Reviewed and prepared financial statements, including full disclosure GAAP basis financial statements. Reviewed and prepared of individual, partnership, corporate, trust, franchise tax and payroll tax returns. Substantial interaction with clients at their offices providing assistance on financial statements and accounting operations. Installed accounting software at clients’ offices and trained client personnel. Consulted with clients regarding operational matters including budgeting, break-even analysis, and inventory turnover. Supervised and trained general business and tax department staff.

Prepared and reviewed individual, partnership, corporate, franchise, payroll and sales tax returns and property tax renditions. Prepared accrual basis and cash basis compilations. Worked and communicated directly with clients. Assisted with fieldwork on two annual audits. Supervised part time employee(s). Maintained firm computer software system - Xenix system, SCS Compute (AMI Datawrite) accounting and tax program.Instrumental in maintaining client base during transition of firm ownership.