Dana Evans Email & Phone Number

Kensington, Md

CPA Firm working with lawyers, small businesses and individuals to meet their varied accounting needs.

Washington D.C. Metro Area

Kensington, Md

Chef Robert Wiedmaier restaurant group; Marcel's, Brasserie Beck, Mussel Bar & Grille, Wildwood Kitchen, and BRABO

Management Duties • Financial management for non profits, institutions, and a variety of small to medium sized businesses. •Facilitate the transition of new clients by reviewing accounting policies and procedures, develop and implement new financial processes and reporting, assist in the budget process, and complete financial software system conversion or set up.Financial Reporting / Cash Management• Generate a weekly cash management report giving each client a reconciliation of cash flow items and providing an outlook for future cash requirements and anticipated collections.• Prepare monthly profit and loss, balance sheets, and cash flow statements.• Prepare client specific financial management reports showing historical and budget comparisons, trends reports, and outlooks / forecasts. • Develop and maintain effective client relationships to resolve and answer questions and concerns pertaining to varied financial issues.General Ledger / Accounts Receivable / Payables / Payroll• Review of general ledger to ensure proper allocation of all revenue and expense line items and the proper departmental allocation• Generate accrual and month end adjusting entries• Supervise accounts payable, accounts receivable, and payroll functions for all clients Tax Returns / Company Filings / Audits• Audit prep, assistance and follow up for applicable clients• Preparation of Corporate and Individual Tax Returns, Trusts, 990's, Payroll Quarterly Reports, Workers Compensation Audits.

A decisive customer and results oriented manager with a proven ability to improve operations, impact business growth, and maximize profits through achievements in finance management. Strong qualifications in general management, business and financial planning, staff leadership and systems design and implementation. Coordinated and produced annual budgets.Reviewed and analyzed monthly financial statements and reported results directly to the chairman.Identified new opportunities for revenue generation and created long-term associations and relationships.Identified areas needing improvement and facilitated a significant reduction in overhead expenses. Partnered with the Director of the Non Profit Junior Training Program to reorganize and integrate the two organizations for increased efficiency, reducing the subsidy by one million dollars over a two year period.Supervised and evaluated a staff of 20+ employees, renegotiating compensation packages and consolidating positions for efficiency and cost effectiveness.Responsible for the overall management of day to day operations, the facility, programs and member services.Assist with management of the Board of Directors, fundraising and event planning and execution, and grant writing campaigns

Bachelor'S Degree, Anthropology

Master Of Science In Management: Accounting, Graduate Program

Master of Science in Management with a Specialization in Accounting. The specialization programs covers a broad range of accounting.

Master'S Degree, Educational Leadership And Administration

Education record

Activities and Societies: Member of the AICPA