Jay Gildea Email & Phone Number

Providence, RI, US

Lincoln, RI, US

Providence, Rhode Island, US

• Oversee and lead the annual organization, site, and program-specific budgeting and planning process
• Manage organizational cash flow and forecasting
• Development and implementation of sound fiscal management practices and internal controls
• Manage and oversee monthly accounting processes
• Offer guidance and assistance with the pursuit of funding opportunities
• Analyze and present financial reports to organization leadership

Lincoln, RI, US

• Assumed full responsibility for completion of all phases of financial statement engagement and tax return assignments such as budgeting, planning, staff supervision, and maintaining year-round contact with clients
• Reviewed and offered constructive feedback on workpaper documentation and financial statements prepared by peers
• Exhibited appropriate prioritization of assignments under the constraints of multiple on-going client deadlines
• Designed, proposed, and implemented initiatives to improve workflow and efficiency: overseer of project to help firm go paperless, compiled comprehensive list of all client-related deliverables to better track.

Lincoln, RI, US

• Served as client point of contact and communicated directly with firm partners on the preparation and completion of various state and federal c-corp., s-corp., partnership, exempt, fiduciary, and high net worth.
• Planned and assumed majority of responsibility for completion of audit, review, and compilation financial statement engagements
• Assisted in on-the-job training and direct supervision of staff accountants
• Evaluated staff accountants and offered direct feedback for year-end performance reviews

Waltham, MA, US

• Served as direct point of client contact on the completion of state and federal c-corp., s-corp., partnership, exempt, fiduciary, and high net worth personal tax returns assignments
• Worked independently and communicated directly with superiors to guide various assignments closer to completion
• Assisted in the preparation of financial statements on audit, review, and compilation engagements
• Contributed as a resource in the development of entry-level staff on basic tax and audit related questionsAreas of focus: benefit plans, high-technology, hospitality, manufacturing, prof. services, and real estate

Waltham, MA, US

• Prepared state and federal c-corp., s-corp., partnership, exempt, fiduciary, and high net worth personal tax returns
• Completed testing and workpaper documentation on various financial statement audits
• Special projects as assigned: developed training reference materials for new hires, implemented CCH ProSystem fx Scan with AutoFlow Technology to improve workflow and profitability on personal tax returns, and assisted.

Norwood, MA, US

Newton, MA, US

Master Of Science In Accounting

Bs, Accounting