Edward Brockschmidt Email & Phone Number

West Palm Beach, Florida Area

SeedTrust provides dependable escrow services to intended parents, surrogates, and egg donors during collaborative reproductive arrangements. Our goal is to provide our clients with fund management during a process that is focused on trust, transparency, and accessibility. Through our unique, propriety client portal, SeedTrust offers clients 24/7 access to.

Jupiter, FL

National full-service accounting firm specializing in bookkeeping, automation, and tax preparation. Abaocoa CPAs offer accounting services tailored for small to medium sized businesses and individuals. Learn more at www.abacoacpas.com

Stuart, FL

• Prepares trust and estate returns along with the preparation of fiduciary accountings.
• Prepares partnership, S Corp, nonprofit, and individual tax returns as well as conducts audits on a regular basis.
• Lead review of financial statements for local nonprofit theatre. Assisted in the audit of airline supplier companies.
• Prepared financial statements and supporting schedules which include income statements, balance sheet and statement of cash flow, P&L statement variance analysis and schedules for monthly financial package.
• Gained proficiency working with Prosystem and Engagement software.

Stuart, FL

• Prepares trust and estate returns along with the preparation of fiduciary accountings.
• Prepares partnership, S Corp, nonprofit, and individual tax returns as well as conducts audits on a regular basis.
• Lead review of financial statements for local nonprofit theatre. Assisted in the audit of airline supplier companies.
• Prepared financial statements and supporting schedules which include income statements, balance sheet and statement of cash flow, P&L statement variance analysis and schedules for monthly financial package.
• Gained proficiency working with Prosystem and Engagement software.

Boca Raton, FL

• Prepared complex individual, corporate, partnership and S-Corp tax returns over 4 busy seasons.
• Recognized tax problems, researched tax questions and prepared written memoranda based on findings.
• Developed skills in preparing tax projections.
• Prepared returns relating to complex international clients.
• Experience in a paperless environment along with experience with ProSystems, Gosystem RS Tax preparation software and Quickbooks.

West Palm Beach, Florida Area

• Completed industry leading credit training program.
• Assisted in Business to Business sales of commercial banking solutions.
• Trained underwriting while at SunTrust Credit Resource Center in Orlando, FL.
• Consulted with existing and prospective clients on cash and treasury management
• Analyzed tax returns and generated financial statements to properly structure and spread commercial loans and lines of credit.
• Omega Certified in Financial Accounting and Commercial Lending to Businesses.

West Palm Beach, Florida Area

• Completed industry leading credit training program.
• Assisted in Business-to-Business sales of commercial banking solutions.
• Trained in underwriting while at SunTrust Credit Resource Center in Orlando, Florida.
• Consulted with current and prospective clients on cash and treasury management.
• Analyzed tax returns and generated financial statements to properly structure and spread commercial loans and lines of credit.
• Omega Certified in Financial Accounting and Commercial Lending.

Tampa/St. Petersburg, Florida Area

• Created complicated Excel financial models that forecasted company feasibility according to particular indicators.
• Created business plan and financial statements for loan packages. Financial model became template for other franchisees.
• Provided financial direction for the company. Successfully gained approval for a bank loan. Gave presentations to angel investors and successfully gained capital.
• Performed business valuations on companies that were potential candidates for the company to buy.
• Daily bookkeeping services. Gained knowledge of QuickBooks software and became Skillsoft certified.

West Palm Beach, Florida Area

• Responsible for managing $3,000,000 in budgeting and contractor compensation.
• Administered and directed daily operations of selected projects.
• Duties included ensuring customer satisfaction, monitoring inventory, controlling costs and managing personnel.
• Led teams of 25 to 35 people and managed various large scale projects.
• Met with clients during construction process and developed new program for improving out of region client satisfaction. Efforts resulted in a 5% increase in scores.
• Gained project management skills including determining milestones, proper project scheduling and defect management.

Jacksonville, Florida Area

• Managed project scheduling and developed relationship with consumer to manage interdepartmental needs.
• Implemented new processes to detect faults in units and also developed more efficient resolutions.
• Achieved JD Powers Customer Satisfaction Award 2 out of the 4 Quarters, which in turn lead company to win JD Powers Award for the Northeast Florida region.
• Responsible for customer relationship and management during project development.
• Conducted proactive troubleshooting with inventory and building plans.

Mba, Entrepreneurship

Masters Of Accounting, Accounting

Bs, Economics