Eugene Fleming, Cpa Email & Phone Number

Ashland, Ma, Us

Framingham, Ma, Us

Framingham, Ma, Us

SEC Reporting and Technical Accounting

Boston, Ma, Us

Collaborated with internal resources to accurately forecast and manage quarterly and annual global freight, warehousing, and inventory budgets. Consolidated and analyzed monthly freight pay data to ensure accuracy. Compiled and analyzed monthly financial results and KPI reports for management team to ensure real-time visibility. Identified Oracle transaction issues and worked with IT to ensure efficient resolutions. Planned and monitored execution of annual cycle count procedures at distribution centers. Calculated monthly accruals and reserves, including excess and obsolete reserves, to make sure financial results are accurate.

Boston, Ma, Us

Conducting monthly and quarterly revenue analyses for operational and reporting purposes. Reviewing contract setups in Oracle to ensure appropriate revenue generation. Developing new system reports to increase process efficiencies for SOX disclosure preparation and contract maintenance review. Reviewing monthly and quarterly reconciliations to confirm account balances are accurate. Collecting SOX support for quarterly and annual audit procedures. Preparing SEC reporting packages, including 10-Q and 10-K filings. Performing the annual goodwill analysis while improving the process with new streamlined reports. Creating monthly consolidation reports for company-wide utilization.

Gb

Provided audit/attestation services for Health Industries clients within the biotechnologies/life sciences sectors. Reviewed SEC reporting packages, including 10‐Q and 10‐K filings, for multiple public engagements. Conducted research while auditing complex accounting areas, such as intangibles, to ensure appropriate application of technical accounting requirements. Tested compliance with Sarbanes‐Oxley. Developed client specific audit plans by drafting detailed workflows, understanding risk assessments, developing testing strategies, and creating data requests. Conducted substantive and control testing over various financial statement line items. Managed and coached multiple client teams concurrently in order to ensure effective and efficient audits. Collected relevant client financial data to analyze trends and identify unusual patterns and variances. Identified and tracked client weaknesses to help develop effective audit plans. Assessed client compliance with financial regulations and controls.

Worldwide, Oo

Research & Development and Government Incentives Researched and calculated the Federal R&D tax credit and 25 different State R&D Tax credits for over 10 clients and analyzing existing processes to maximize clients’ overall State and Federal R&D tax credits. Substantiated the R&D tax credits by compiling qualitative project reports that meet stringent IRS qualifying requirements while utilizing data retrieved from client interviews and contemporaneous documentation. Engaged in extensive research on prospective clients to help highlight opportunity areas to quantify potential R&D credit levelsManaged multiple engagement teams comprised of U.S. and India-based colleagues to successful project completions. Learning to increase project efficiency for clients with large data sets through the use of advanced Excel techniques.

Worldwide, Oo

Research & Development and Government Incentives- Worked with the R&D Tax Credit team to help clients attain the highest R&D tax credit- Worked with Deloitte’s internal R&D Tax Credit calculation software- Worked on technical reports of client R&D activity to act as supporting evidence for the tax credit during an IRS audit

- Preformed tests on items such as client sales, purchases and inventory- Worked closely with audit teams to compile and prepare financial statements for clients- Gained valuable technical experience with Caseware, Blick Rothenberg’s audit software- Worked extensively with client trial balances and adjusting account entries

- Worked with the town's Finance Director to create and design this internship position- Performed random sample auditing of town payments for the Accounting Office- Ensured accurate and timely deposits of the Collections Office's daily incoming payments- Researched delinquent tax debt and property lien information for the Collections Office- Compiled various vendor purchase receipts and organized inventory for the town's Purchasing Office using Microsoft Excel

Master Of Science (Ms), Accounting

Bachelor, Business Administration; Accounting