Heather Curler, Cpa Email & Phone Number

Washington, DC, US

Gaithersburg, Maryland, US

US, US

US, US

Charlotte, NC, US

Charlotte, NC, US

-In-charge a variety of financial statement audit, employee benefit plan audit, review, and compilation engagements seeing the engagement through from acceptance/continuance to issuance of financial statements and final communications-Perform procedures and analytics related to internal controls, balance sheet areas, and income statement accounts and.

-Record and process all deposits, expenses, bills, invoices, payments, general ledger and adjusting entries, and other necessary transactions in Quick Books-Prepare monthly financial statements and bank, petty cash, and credit card account reconciliations-Collaborate with managing partners to analyze financials and implement changes

Charlotte, NC, US

-Perform all audit procedures and sign off on work performed related to field work portion of real estate client audits-Test legal and general journal entries and perform preliminary analytics as part of audit procedures-Prepare accounts receivable confirmations for mailing

-Manage and administer all aspects related to Representative Payee Program including maintaining and managing client accounts and budgets -Ensure program compliance with stated policies, procedures, and Social Security Administration requirements-Compile & submit annual audit reports to the Social Security Administration regarding beneficiary funds.

-Analyzed grant applications for organization need and relevance to selection criteria and grant guidelines to best distribute available funds of $300,000-Researched grant applicants to better inform the decision making process in awarding grant funds-Maintained accuracy of database and grant files

Nashville, Tennessee, US

-Collaborated with university staff to create a welcoming environment for new and returning graduate students-Organized and filed grant related documents-Assisted with review of ledger and supporting documents-Assisted faculty and staff with all manner of requests

Nashville, TN, US

-Assisted with organization and implementation of annual Advisory Board party-Updated Tessitura database as needed-Created an executive and advisory board history spreadsheet with all board members beginning in 1996 for use by the development staff-Created, organized, and updated donor receipt records binder for Kresge Challenge Grant-Assisted staff with.

-Created spreadsheet database of potential contacts for future use in fundraising endeavors and keeping people up-to-date on the organization-Researched potential in-kind donations-Collaborated with supervisor on in-kind donations and sponsorships-Promoted the organization and its mission through a variety of internal and external events

-Collaborated with university faculty and staff as well as center staff on all aspects of monthly colloquiums including room reservations, refreshments, and set-up and clean up-Analyzed funding sources for fit and logistics with the potential to pursue them further-Managed the informational bulletin board for the Vanderbilt community and kept it up to date.

-Prepared loans and assisted multiple loan officers with all aspects of the loan process including financial analysis, loan document creation, advising clients, and conducting post-closing loan reviews-Prepared tax returns and supporting documentation for review by tax specialists, filing returns after completion of review with any necessary changes.

-Assisted the tax department with administrative tasks related to filing tax returns -Assisted credit staff with data entry for Northeast Dairy Farm Summary report

-Prepared original patents for shipment to new storage facility including creation of a spreadsheet for all pertinent data for each patent as well as locating all patents and boxing them for shipping-Entered patent information into database to be used at a later date-Assisted staff with locating documents used in conjunction with the patents

Burlington, Vermont, US

-Oversaw farm and apprentices in absence of trainer and director to ensure daily tasks were completed appropriately-Filled in as tour guide for the farm as needed -Managed all aspects of the gift shop as needed which included interacting with visitors, completing purchases, and reconciling end of the day sales-Assisted with prepping horses for photo.

-Handled administrative aspects within the organization including all aspects of mail sending and delivery and assisting staff on research and other requests -Reconciled the petty cash account monthly-Kept the records up to date on grants and in-kind volunteers.

Randolph Center, VT, US

-Assisted staff with presentation materials and packets-Relieved the full-time administrative assistant during her lunch hour-Greeted incoming students, helped them with where they needed to go if it was their first time, and scheduled appointments for them-Assisted the administrative assistant with duties around the office including data entry for student.

-In charge of completing all morning chores including feeding and watering horses, cleaning/tidying barn and turning out/bringing in animals as needed-Assisted with prepping horses for daily workouts as well as assisting with training and aftercare of horses worked-Worked with clients and their horses-In the absence of the trainer, took over all duties of.

Burlington, Vermont, US

Year-long apprenticeship that immerses participants in all aspects of managing a horse farm as well as the opportunity to gain experience with training and breeding. I had my own barn assignment (rotated throughout the year so apprentices would get experience will all barns) which involved the feeding and care of all animals housed in the assigned barn. I.

B.S., Animal Science

Post-Baccalaureate Certificate, Accounting

M. Ed., Community Development And Action

A.A.S., Business Technology & Management