Recruited by Government contractor to upgrade accounting department, including the implementation of internal accounting controls and Government-contract accounting regulations. Company was a client of prior employer.-Implemented Government contractor-compliant accounting system, including implementation of job costing and calculation of indirect rates.-Developed and implemented accounting policies and procedures.-Developed daily and monthly executive reporting system for monitoring cash flow, contract performance, and other leading financial indicators.-Implemented Earned-Value reporting on various contracts.-Developed pricing strategies for contract proposals.-Implemented electronic time-keeping system.-Developed and implemented tax strategies and prepared tax returns for corporation and shareholders.-Transitioned company from QuickBooks to Deltek GCS Premier, then to Costpoint 7.-Guided company through successful DCAA audit.-Increased key financial ratios through successful financial strategies.-Worked directly with bank to secure line of credit, with accounting firm to perform audit, and with various insurance companies to negotiate favorable insurance contracts. -Successfully guided company from early stages to graduation from the Section 8(a) Program.

Joined local CPA firm, after over 12 -years experience with Big 4 National Accounting firm, to pursue goal of working more closely with small to mid-sized businesses and business owners. The accounting firm specialized in business and tax planning, tax -return preparation, auditing, and valuation services.-Worked directly with small and mid-sized businesses, business owners, and high net-worth individuals with regard to financial statement preparation and analysis, accounting issues, tax -return preparation, tax planning, cash -flow projections, business valuations, and financial projections.-Researched and developed tax and financial planning strategies for corporations and individuals to be leveraged by the firm.-Led service teams and reviewed the work of junior staff on various accounting and tax engagements.

Before joining local CPA firm, recruited by start-up company to consult, on a temporary basis, in the development of an Internet-based retirement and investment planning application that would be licensed by financial institutions to be used by their customers.-Designed interface and algorithms for a patent-pending Internet retirement and investment guidance application, including algorithms for risk tolerance; optimization of retirement savings and distribution; asset allocation using modern portfolio theory, including probability forecasting using parametric distribution models; and mutual fund selection using returns-based style analysis.-Assessed market demand and the relative benefits of alternative upgrades to the system. Developed and implemented a full-function distribution planning system, helping retirees to optimize their retirement plan.

Recruited out of college by Big 4 National Accounting Firm to provide tax and business consulting services and tax -return preparation services to mid-size to large business and high net-worth individuals. After 5 years in local practice office, transferred to National office to provide similar services to other offices in the firm, as well as to many of the firm’s clients around the country.-Researched and developed corporate and individual tax and financial planning strategies to be leveraged firm wide.-Worked with tax professionals in practice offices to resolve various tax-related and financial planning issues. Helped develop articles for Ernst & Young’s Financial Planning Reporter.-Prepared requests for private letter rulings.-Developed corporate tax, estate tax, individual tax, and financial planning models in Excel to be used by accounting professionals firm-wide. -Started Ernst & Young’s drive and focus toward leveraging its tax and financial planning knowledge and expertise in software applications. This focus led to the development of the firm’s Business & Financial Planning Products Group. -Served as a member of Ernst & Young’s National Financial Planning Committee.-Directed the design and development of Ernst & Young’s retail and professional-use financial planning software Prosper and ProProsper. Prosper, for the retail customer, and ProProsper, for financial planners, included 26 different financial planning applications.-Consulted with Microsoft on the development of their best-selling Money software program. Helped in the design of many of Microsoft’s financial planning models available on their MoneyCentral website.-Prepared and reviewed individual, corporate, partnership, estate and gift tax returns.-Advised corporate and high net-worth clients on financial planning issues including retirement, investment, estate, and tax planning.