Don Stuart Email & Phone Number

West Chester, Ohio, United States

• Manage 3-member Income and Indirect Tax Department• Secure and maintain State and Local business authorizations – 40 States.• Secure and maintain Contractor’s license in states and many local jurisdictions. • Administer Sales & Use Tax, Property Tax Functions including:o Transaction Analysiso Return Preparation o Audit Defense• Income Tax: o Manage Data transmittal to Outside Tax Preparation Firmo Calculate Quarterly Book to Tax Income Calculationo Calculate Quarterly Distributions and State Estimateso Managed Quarterly Local Income Tax Estimates• Account Reconciliation• Department Documentation – Continue development of SOP for Dept processes.

Cincinnati, Ohio, United States

Led Accounting Department of General Contractor and Related Real Estate Development CompaniesGeneral Accounting, Job Cost, and In-house Payroll Monthly Financial Statement Closing and Weekly Cash Flow ForecastingLed Income Tax for Construction and 29 RE CompaniesPreparation of Income Tax Returns for 30 entities including State and Local Returns, Prepared and Distributed Payroll and 1099 Tax ReturnsERP System - Sage 300 CRE

Cincinnati, Oh

Led implementation of Financial and Administrative Functions of Belvedere’s real property activities after the acquisition, including staffing, record archival and organization.Increased financial staff's efficiency through better utilizing ERP system and less use of manual processes and functions.Initiated Implementation of MRI Workspeed Dispatch systemManaged monthly and annual financial closing and reporting of real property and hospitality companies’ performance including an annual audit. Including consolidated financial statements.Oversaw cash management throughout the organizationProvided Monthly Operating Statement to lender and discussion of the sameReorganized hospitality partnership structure. Allowing better financial reporting and financing opportunities. Year 1 saw a 50% increase in Profitability. Worked with the owner in obtaining new financing for the complex. Split Large real estate holding into 3 manageable condominiums for better valuation and performance measureManaged HR function including the implementation of an annual review of personnel performance with incentive bonus structure. Also, created employee handbook including companies policies and proceduresMember of 401k Administration Committee, Restructured 401k plan to include Safe Harbor Employer match.

West Chester, Oh

Managed Monthly and Annual Consolidated Financial Reporting. Reviewed Financials for Job Performance Changes, Managed Relationships with Outside Auditors, Reduced Length of Annual Audit by 5 months.Managed Federal & State Tax Preparation and Planning. Income, Sales, & Property Taxes Coordinated Federal Tax Reporting Needs with Multiple Investors & Multiple CPA's. Saved potentially $100,000 in Federal & State Tax from reviewing K-1's by third party. Administered Sales, Use, CAT, and Payroll Tax reporting. Reduce Assessment from 7-year Use tax audit by 50%. Obtained $125,000 Sales tax refund for customer increasing project valueLed Relationships with Insurance and Bonding. Obtained a 20% Premium Reduction with an Increase of Coverage and Reduction of Risk. Reduction of Risk obtained through inclusion Additional Insured, Waiver of Subrogation, & Per Project Aggregate clauses.Led ERP Software Improvement Team in selection & implementation of Viewpoint Software Construction Software system. Oversaw subsequent upgrade of procedures and documentation of the same. Continued Improvement of Viewpoint Software Installation to Enhance Manpower efficiency. Customized Viewpoint's Crystal Reports to Schumacher Dugan C. O. standards, Wrote all Financial Reports for the Viewpoint system in FrX Report Writer system.Monthly Job Cost Reporting and AnalysisLed reorganization of Company's structure allowing a competitive edge to utilize open shop labor. Reorganization allowed closer monitoring of business activities performance, easier continuity, and succession. Reorganization led to a 50% growth in entities with a 25% reduction in accounting manpowerOversaw Daily Cash Management and forecasting throughout all entities, Managed Human Resources Function including Benefits, EEO, Union Reporting, and Prevailing Wage Contract Compliance. Member of Schumacher Profit Sharing Trust Admin Committee. Performed all Profit Sharing Trust administration duties.

Lebanon, Oh

Managed Installation and Service job cost accounting systemsPrepared and analyzed branch operation financial reportsImproved detailed job cost reports with In-house IT departmentCreated interim reports to monitor installation job performanceIdentified risk and opportunities in job performanceManaged payroll entry and record keeping for multiple nationwide locationsStreamlined closing process to follow a calendar month cycleCoordinated annual budget preparation for Installation and Service opertions

Cincinnati, Oh

Identified and multi-million dollars in tax savings for Fortune 100 ClientsResearched and wrote position papers detailing tax savings opportunities in Sales and Property TaxConsulted on state tax aspects of purchase price allocations in company acquisitionsUtilized extensive use of MS Excel and Access in performance of engagements, including databases of up to 250,000 assets located in 5 states and over 40 production facilities

Monroe, Oh

Monthly & annual financial statement preparation & reviewMonthly work in process calculation and revenue recognitionAnnual audit coordination. Automated workpapers and reduced audit field work by one-thirdOn JD Edwards Accounting System implementation team. Utilized FASTR & STAR JD Edwards report wirting for intenral finanical reportsCollaborated with IT Dept to develop, test and implement a nationwide tax calendar on the AS400 mainframe. Set up accounting system for acquired company on JD Edwards system, including job costing systemsManaged all Federal, state and local tax functions for all 50 states, including income tax preparation, Sales & Use, and Personal property tax compliance.Developed a national sales and use tax handbook for reference by Baker personnel. Emphasized Sale tax issues for the construction general and subcontractor. Still being referred to in 2014.

Cincinnati, Oh

Preparation of consolidated monthly and annual financial statements following non-profit standardsCoordinated annual audit of consolidated financial statements including operating and plant fundConversion of Accounting Software to JD Edwards on a System 38Maintained and improved internal controls Daily Supervision of a 5 person accounting department