David Mueller Email & Phone Number

Massachusetts, United States

Ladera Ranch, CA

Jamaica Plain, MA

Boston, Massachusetts, United States

Providing accounting, audit, and tax services to small businesses and nonprofits.

Jamaica Plain, MA

Owner of CPA practice working with investment companies, small businesses, and non-profits. Proficiency in Quickbooks, Microsoft Excel, Word and Outlook and ProSeries. Performed audits for small businesses and non-profits Managed several IRS audits Prepared tax returns for all clients Serve on the Board of Directors and Chairman of the Audit Committee.

Jamaica Plain, MA

Portland, Maine Area

Managed Activity-Based Costing Project Help develop a uniform, strategic approach to update activity-based costing methodology Formulated a survey approach Worked with line managers to develop surveys and trained staff Analyzed unit cost results and presented findings to line managers.

Oversaw the Department which functions as a financial consultant to a network of 45 independent career insurance agencies with 1,800 licensed sales representatives. Developed a uniform, consolidated compensation grid for network-wide sales force. Formulated an equity and succession program for sales agents. Established a loan program to finance agency.

Managed the accounting department for a Business Unit which manufacturers and distributes $8 billion in variable and fixed annuities, college savings plans and managed account platforms. Charged with daily pricing and unit value calculation for $50 billion investment platform. Headed sales reporting and profitability analysis for all distribution.

Created and managed the new product development team for the Allmerica Financial Services business unit. The product development team’s objective was to design and develop new life insurance and annuity products for the Allmerica career agency system, Allmerica Select broker-dealer channel, external mutual fund partners and banks. Led the market research.

Supervised the accounting department for a Business Unit which manufactured and distributed variable annuities and life insurance. Worked on the conversion from a mutual to a stock insurance company. Promoted to Chief Financial Officer of the Business Unit in August of 1995. Directed mutual fund performance reporting. Met with and made presentations to.

. Directed audit and consulting engagements with primary focus on the life insurance and mutual fund industries and colleges and universities (including A-133 audits).