• Prepared federal and state individual income tax returns using TurboTax.• Responded to questions from TurboTax customers over the phone and through chat sessions.

•Responded to financial and income tax questions from financial advisors and other personnel regarding limited partner investments in and joint venture arrangements with the firm.•Created iterative method to calculate breakeven revenue and expense numbers for joint venture opportunity where payout percentage is dependent on joint venture profit and implemented as Excel worksheet.

• Managed Voluntary Income Tax Assistance program site at St. John’s University during tax season preparing income tax returns for 1,500 clients primarily with documents scanned at remote sites and stored in Salesforce and for walk-in clients.• Supervised 6 full-time staff members and 40 part-time student volunteers.• Researched exemptions available to international students under foreign tax treaties.• Created MS Access database to reconcile tax return preparation status maintained… Show more • Managed Voluntary Income Tax Assistance program site at St. John’s University during tax season preparing income tax returns for 1,500 clients primarily with documents scanned at remote sites and stored in Salesforce and for walk-in clients.• Supervised 6 full-time staff members and 40 part-time student volunteers.• Researched exemptions available to international students under foreign tax treaties.• Created MS Access database to reconcile tax return preparation status maintained in Salesforce to return filing status in TaxSlayer using exported data. Show less

• Managed implementation of reporting under the Treasury International Capital B series including serving as primary contact with Federal Reserve Bank of New York, identifying reportable items and reporting entities, systems design, rules interpretation, documentation and obtaining official guidance.• Trained overseas outsourcing company staff in all phases of filing TIC B reports.• Created Excel workbook to import business unit data from Clarity reporting software for all TIC series… Show more • Managed implementation of reporting under the Treasury International Capital B series including serving as primary contact with Federal Reserve Bank of New York, identifying reportable items and reporting entities, systems design, rules interpretation, documentation and obtaining official guidance.• Trained overseas outsourcing company staff in all phases of filing TIC B reports.• Created Excel workbook to import business unit data from Clarity reporting software for all TIC series reports and upload into FRBNY Reporting Central website and to provide enhanced variance analysis. Upload process replaced monthly manual data entry into website for all TIC series reports filed.• Created checklist for preparation and review of Bureau of Economic Analysis form BE-11, Annual Survey of U.S. Direct Investment Abroad. Show less

• Created Excel workbook to implement a corporate convertible securities valuation model to determine exercise price of private company employee stock options in connection with IRC section 409A.• Created Excel workbook to calculate employee stock option compensation expense. Updated workbook to calculate expense for current fiscal year during second assignment at this company.• Prepared consolidated financial statements and notes to financial statements.

•Managed annual audit and quarterly review engagements.•Managed accounting operations, supervised staff and performed monthly and annual G/L close.•Prepared consolidated financial statements, notes to financial statements and Forms 10-Q and 10-K. •Researched and documented accounting treatment of complex debt and equity restructuring including exchanges, changes in exercise price and in number of underlying shares.•Redesigned closing, financial statement preparation and SEC… Show more •Managed annual audit and quarterly review engagements.•Managed accounting operations, supervised staff and performed monthly and annual G/L close.•Prepared consolidated financial statements, notes to financial statements and Forms 10-Q and 10-K. •Researched and documented accounting treatment of complex debt and equity restructuring including exchanges, changes in exercise price and in number of underlying shares.•Redesigned closing, financial statement preparation and SEC reporting processes by restructuring Excel workbooks and linking to MS Access to increase efficiency.•Redesigned stock option expense Excel workbook to improve audit trail and analysis as alternative to purchasing software.•Created MS Access application to import Great Plains A/R aging report for enhanced analysis and reporting.•Created MS Access application for complex salesperson commission calculations at the invoice item level using data extracted from MS Dynamics GP. Application was developed internally instead of using proposal by outside vendor.•Created Visual Basic program to extract call detail records using advanced parsing techniques from pdf version of wireless phone invoice for analysis and reporting.•Created documentation and tests for Sarbanes-Oxley compliance according to COSO guidelines without use of outside consultants. Show less

•Managed accounting operations, supervised staff and performed monthly and annual G/L close.•Prepared consolidated financial statements, notes to financial statements and Forms 10-Q and 10-K. •Interfaced with external auditors in connection with financial statement examinations and Sarbanes-Oxley compliance.•Researched and documented accounting treatment of troubled debt restructuring, warrant valuation and other topics.

•Supervised staff and assisted in monthly and annual G/L close.•Prepared consolidated financial statements, notes to financial statements and Forms 10-Q, 10-K, S-3, proxy statements and other SEC filings.•Prepared Form 8-K for acquisition of a corporate subsidiary and determined preliminary fair value of intangible assets acquired using discounted cash flow models.•Created time series model based on historical collections to accurately forecast accounts receivable… Show more •Supervised staff and assisted in monthly and annual G/L close.•Prepared consolidated financial statements, notes to financial statements and Forms 10-Q, 10-K, S-3, proxy statements and other SEC filings.•Prepared Form 8-K for acquisition of a corporate subsidiary and determined preliminary fair value of intangible assets acquired using discounted cash flow models.•Created time series model based on historical collections to accurately forecast accounts receivable collections.•Developed budgets and performed variance analysis.•Prepared multi-state consolidated corporate income tax return worksheets and SFAS 109 calculations.•Developed MS Access application to track employee stock option grants and determine non-cash compensation expense. Show less

•Developed applications and reports for JD Edwards OneWorld and interfaces to other systems using MS Access, MS SQL Server and Visual Basic.•Developed interface between SalesLogix CRM and JD Edwards OneWorld customer tables using recursive Visual Basic program to support unlimited levels of hierarchical relationships.

•Designed, coded and implemented large-scale MS SQL Server database to reconcile stock holdings to shareholder-meeting ballots stored in ADP ProxyEdge databases and introduce innovative service to institutional investors.