Create rolling monthly forecasts, and monthly management reporting cycle including budget variance analysis, Key Performance Indicators, and ad hoc reporting.

Direct report to CFO, with operational management and oversight responsibilities for 5 accounting staff members (A/R, A/P, Payroll, Contracts/Projects, and Fixed Assets/Inventory), in a mid-size construction and manufacturing company. Recurring responsibilities included management of: month and year-end closing process, cash forecasting, budgeting, variance analysis, reconciliations, and journal entries. Monitor and analyze accounting data and produce associated periodic financial reports and statements. Manage all of the job cost accounting for all projects. Establish and enforce proper accounting methods, policies and principles. Ad hoc research and analysis on various FASB standards. Responsible for calculating and filing California Sales and Property Tax returns, including research and analysis, and configuring the accounting system to properly reflect taxability. Improve systems and procedures and initiate corrective actions. Coordinate and complete annual audits from various entities (lenders, insurance, EDD, County Assessor, etc.). Uphold company standards when working with business partners to ensure compliance with corporate accounting policies, procedures and controls, while also providing support on special requests when required. Assist CFO with preparation of reports and presentations to upper management and Board of Directors regarding various topics (cash flow, forecasting,capital expenditure analysis, etc.). Work closely with internal partners in the HR, IT, Manufacturing, Estimating and Project Management departments to determine strategic objectives, identify opportunities to meet those goals, prepare appropriate plan of action, and execute plan. Work with customers, vendors, attorneys, investors, bankers, and outside accountants on a variety of issues ranging from collection to risk management to compliance.

Senior Accountant at Kinetics - leading international mechanical contractor in process piping.Manage the monthly financial close process by reconciling accounts, posting journal entries and analyzing trends. Manage business taxes including corporate income tax, sales tax and property tax. Assist with the preparation of audit and tax packages for the annual audit and tax returns.Prepare monthly financial statement and reporting package for parent company in Germany.Assist in the budgeting and forecasting process.

Accounting and Tax for various corporate issues such as business formation and liquidation, acquisitions and disposition, employee benefits, payroll, inventory, and fixed assetsPrepare corporate financial plans and budgets including in-depth analysis of proposed transactions, operations, and expected tax ramificationsCoordination with accounting staff and corporate principalsPreparation of financial statements including reconciliation of various accounts, proposed adjusting journal entries, and accounting for income taxPreparation of tax returns for corporations, partnerships, high net worth and high income individuals, and fiduciaries

Tax research and planning including evaluation of the tax impact of various activities and transactionsCommunication with individual clients and corporate accounting staff including preparation of formal opinionsCorporate accounting and tax preparation including preparation of tax provisions and adjusting journal entries, Application for Change in Accounting Method, and analysis of depreciation issues. Reviewed tax returns prepared by staff accountants and reviewed prior year returns for possible modifications.Compiled financial information for outside audit teamIndividual income tax returns for high income and high net worth individuals including projections and planning notes for quarterly estimatesPartnership accounting and tax returns including extensive work with real estate partnerships, accounting for basis, allocation of debt and earnings and profits.Trust accounting and tax returns including analysis and incorporation of cost segregation studies for rental real estate assets with stepped up basis.

Plan and develop, set up, maintain and review new accounting systems for various corporate clientsDeveloped and implemented a plan for a paperless officePlanned and performed client engagements (both corporate and individual) from the initial meeting to performance of accounting work to annual review and ongoing tax planning meetings.Conducted research and planning on tax laws, as well as evaluated the tax impact of various client activities and transactions.Prepared and reviewed individual, fiduciary, partnership, and corporate income tax returns, reports for bankruptcy court, and worked on compilations and reviews of business organizations.

First year audit staff accountant, including audit procedures, and coordination of activities with audit team.