Heather Mcdoniel, Cpa work email
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Heather Mcdoniel, Cpa personal email
CPA and Supervising Senior Auditor in the Audit Services Department at DunlapSLK, with more than ten years experience in financial statement auditing, audit remediation, and consulting. Industry specialties include commercial entities, local governments and municipalities, private schools, churches, charitable institutions and other not-for-profit organizations. Beyond commercial and not-for-profit audit services, services also include performing employee benefit plan audits for 401(k) and retirement plans.DunlapSLK is a certified public accounting and business consulting firm located in Chalfont (Bucks County), Pennsylvania. Industries served include manufacturing, service, wholesale distribution and retail sales, professional corporations, full-service restaurants, computer and related technical services, construction and contracting, physician and dental practices, home health care agencies, real estate corporations and agencies, private schools, local governments and municipalities, and not-for-profit.Specialties: DunlapSLK specializes in serving privately-held companies, family-owned businesses, not-for-profit organizations, local governments and municipalities, and individuals. Service specialties include accounting services, tax preparation and planning, non-profit and commercial audits, employee benefit plan audits, business consulting, payroll administration, bookkeeping services, succession planning, estate and trust services, and QuickBooks® consulting and support services.
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Supervising Senior Auditor - Audit ServicesDunlapslk Jan 2018 - PresentChalfont, Pa, Us -
Senior Accountant, Accounting And Audit Services GroupMorison Cogen Llp Oct 2016 - Dec 2017Blue Bell, Pa, UsMorison Cogen LLP is a full-service certified public accounting, tax, and business consulting firm serving private and public companies, not-for-profit organizations, and the personal accounting needs of individuals in the U.S. and around the world. -
Credit UnderwriterLive Oak Bank Mar 2016 - Oct 2016Wilmington, Nc, UsSince 2008, Live Oak Bank has been achieving its primary goal: financing small business growth nationwide. Today, Live Oak Bank is one of the top originators of small business loans, with one of the strongest loan portfolios in the country. - Completed underwriting of the loan application to include analysis of applicants' financial status,credit, and property evaluation to determine if loan requests meet the bank's and SBA's lending criteria. Evaluated the sources of repayment on loan requests and performed competition analysis.- Liaised between the Loan Officers, Credit Officers, Borrowers, and Loan Closing Specialists to maintain efficiency within the Underwriting team and also maintain SBA compliance. - Kept abreast of economic conditions, changes and trends in customers' businesses, the banking industry and the specific market niches targeted by the bank.- Developed expertise in use of Bank loan systems. Ensured that all documents required for credit approval of the loan transaction were uploaded to Sales Force. Analyzed tax returns and financial statements to determine business and global cash glow available to support repayment. Conducted a trend analysis on historical revenue generation, profitability, and cash flow. Reviewed financial ratios to determine viability of business, and working capital required in various scenarios. -
Senior AccountantCap3 Jun 2015 - Feb 2016Wilmington, North Carolina, UsCap3 is consulting, accounting and planning. We manage your accounting and finance departments to provide increased cash flow, more profit and strategies for long term growth.- Managed and maintained the accounting functions of five companies totaling $6 million in revenue, ensuring accuracy of numbers. Perform daily review of financial statements, and compiled detailed month end tie outs. - Led training for client’s internal accounting departments and served as direct point of contact for client employees and CEOs. - Provided cash management and cash flow consulting services, including: weekly cash budgets, billing services, 13-week cash flow projections, and customized monthly reports to show cash inflows and outflows.- Compiled business reporting for clients, including: internal-use financial statements, custom dashboards with key metrics and vital signs, and annual goal-based budgets. -
Supervisory SeniorKearney & Company 2010 - 2014Alexandria, Va, UsPerformed an Office of Management and Budget (OMB) Circular A-123 management assurance review for the SBA. Assisted in the review over compliance with the Improper Payments Elimination and Recovery Improvement Act (IPERIA), and Appendix A. The areas of review included: Cash Receipts, Grant Open Obligations, Disaster Assistance Loan Program, and Payroll.Professional experience included financial statement auditing, audit remediation, and consulting. Engagement experience includes supporting Federal Government agencies such as the Library of Congress (LOC), Administrative Office of the United States Courts (AOUSC), the Securities and Exchange Commission (SEC), and the Small Business Administration (SBA). Supported the Department of Defense-Inspector General (DoD-IG) – Fiscal Year (FY) 2013 financial statement audit of the Medicare-Eligible Retiree Health Care Fund (MERHCF), and financial statement audit of TRICARE Management Activity (TMA) Contract Resource Management (CRM).
Heather Mcdoniel, Cpa Skills
Heather Mcdoniel, Cpa Education Details
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Loyola University MarylandSpanish Minor -
Universidad De Alcalá -
Gwynedd Mercy Academy
Frequently Asked Questions about Heather Mcdoniel, Cpa
What company does Heather Mcdoniel, Cpa work for?
Heather Mcdoniel, Cpa works for Dunlapslk
What is Heather Mcdoniel, Cpa's role at the current company?
Heather Mcdoniel, Cpa's current role is Supervising Senior Auditor at DunlapSLK.
What is Heather Mcdoniel, Cpa's email address?
Heather Mcdoniel, Cpa's email address is he****@****ank.com
What schools did Heather Mcdoniel, Cpa attend?
Heather Mcdoniel, Cpa attended Loyola University Maryland, Universidad De Alcalá, Gwynedd Mercy Academy.
What skills is Heather Mcdoniel, Cpa known for?
Heather Mcdoniel, Cpa has skills like Financial Accounting, Auditing, Financial Reporting, Accounting, Finance, Us Gaap, Financial Audits, Internal Controls, Financial Analysis, Microsoft Excel, Strategic Planning, External Audit.
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