Garrett Hassay, Cpa Email and Phone Number

Developed and implemented a financial forecasting model to enhance the efficiency and accuracy of the financial close process.Used SAP SQVI query transaction and Excel Power Query to reduce processing time for client report from 45 minutes to 5 minutes.Developed keyword tagging report to monitor and document workflow stopping points. Utilized data to address performance issues in department and to communicate needs from other departments which affected billing operations.Developed and maintained 2 output based KPIs and 1 activity based KPI to assess staff performance which has reduced labor cost by 14.1% from prior year.Automated fixed charge billing process which cut processing time from 4 hours to 30 minutes.Automated data gathering from email reports which reduced processing time from 1 hour to 15 minutes.Automated monthly reclassification and deferral process from a manual process, improving data quality while cutting processing time from 16 hours to 10 minutes.Automated accrual calculation used for month end close, speeding up the close process by 6 hours.Developed department knowledgebase using Teams and OneNote to document and share job processes, reducing downtime and improving work performance quality.

I prepare individual income tax returns for elderly and low income individuals through the VITA program.

Prepared individual and business tax returns. Reconciled client bank accounts. Tied fixed assets to schedule. Prepared journal entries. Assisted clients with using QuickBooks and QuickBooks Online.

Currently, I teach an on-campus class of Accounting 2602 (Financial Accounting). I use Blackboard and myAccountingLab to evaluate students and to help them meet desired learning objectives.

Taught classes on how to utilize QuickBooks. Topics included: setting up QuickBooks; setting up customers and vendors; setting up and using inventory; sales taxes; reporting; and budgeting. Answered student questions applicable to their businesses.

Developed internal controls to pay fees due to associate attorneys in office.Developed billing system to collect fees due from firm clients.Strengthened internal controls in the cash receipt & fiduciary accounting processes.Implemented a Section 125 Benefits plan through Peachtree Payroll system.Discovered and corrected discrepancies in fiduciary accounts.Established job cost tracking system in Peachtree to track reimbursable case expenses.Prepared 941 payroll tax returns. Prepared in-house payroll for 10 individuals, including year end W2s & 1099s. Reconciled operating & fiduciary accounts. Completed all general bookkeeping and accounting functions within law office.

In this position, I provide live instruction to provide CPA candidates so that they can pass the CPA exam. Subjects covered include: job & process costing; calculation of equivalent units using FIFO & weighted-average equivalent units; variance analysis including DL wage/efficiency variance, DM price/efficiency variance, & OH spending/efficiency/volume variances; microeconomics including factors that affect supply & demand, strategies for competition based on market structure, and forces of competition within an industry; macroeconomics including monetary policy, fiscal policy, and factors that affect aggregate supply & aggregate demand; IT fundamentals including design and development of IT internal controls and the use of IT throughout an enterprise; audit concepts including gathering and evaluating appropriate audit evidence; management concepts including development of internal controls using the COSO internal control framework, government accounting, & not-for-profit accounting.While the material can be a bit dry, I try to make the delivery as interesting as possible by interjecting appropriate humor and examples to reinforce key concepts.

I provide accounting, tax, payroll, & bookkeeping services.

Provides instruction on a part-time basis in Accounting I & Managerial Accounting.

Provides instruction on a part-time basis in Cost Accounting, Intermediate Accounting I, & Intermediate Accounting II.

Provides guidance and support to the Business faculty to develop a culture of continual improvement with classroom delivery and evaulation of students.Identifies students who are not achieving their educational goals and develops strategies to improve academic performance.Along with the Campus Leadership, develops strategies to improve campus-wide student retention, job-placement, process-improvement, faculty development, and talent acquisition.Provides instruction to students in Accounting, General Business, Spreadsheet/Database Applications (Excel/Access) & Math courses.

Provided instruction on Generally Accepted Accounting Principles and how to use Peachtree software to efficiently organize and retrieve accounting data.Utilized interactive PowerPoint presentations and Internet research findings to present current material relevant to in class discussion topics.Developed scoring criteria to ensure grading consistency in writing based assignments.Met corporate learning goals by developing classroom discussion and real world examples into assigned reading materials.

Responsible for all fiscal operations including: in-house payroll, reconciliation, pricing of services, cost control, & board reporting activities for a non-profit adoption agency.Key results:Completed backlog of account reconciliations during first few days in position.Implemented changes to accounting software to allow for use of fund accounting features.Implemented system controls to allow for faster month-end closing and reporting capabilities.

Completed tax returns for individuals, corporations, & S-Corporations. Prepared financial statements using information provided by client. Prepared quarterly 941 payroll tax returns. Utilized Peachtree software for general journal entries, payroll processing, and account reconciliation functions.

Reconciled assigned general ledger accounts within the Control Department of the Financial Institution. Prepared journal entries with appropriate supporting documentation. Researched outages and unexplained transactions affecting bank asset and liability accounts. Provided assistance to local financial centers to resolve discrepancies in transaction posting during bank conversion.

Prepared Federal, state, & city tax returns for individuals, corporations, partnerships, & S-Corporations. Developed proficiency with CCH ProSystems tax preparation software.

Prospected for additional business by meeting hiring managers to understand their accounting staffing needs. Made recommendations to clients regarding the candidates holding the appropriate skills and experience for the job. Met existing clients needs by providing excellent customer service.

Supervised all bank operations in the branch, including the daily activities of four full-time and two part-time tellers. Held regular meetings to help staff identify possible fraud activity that helped reduce fraud losses from $15,000 to about $5,500 in one year.

Led the branch in Home Equity Loans booked during last quarter of employment.