Responsible for the accounting functions, cash management and financial reporting of two not-for-profit organizations that provides instructional and treatment services for individuals with autism spectrum disorder and fundraise to support these services.

Provide accounting, bookkeeping and tax services for a variety of clients. Including small businesses, local governments, corporations, individuals and non-profit organizations. Experienced with QuickBooks and Quicken, Excel and Word.

• Job Duties: o Prepare monthly financial reports from Microsoft Dynamics Great Plains accounting software in compliance with NAHB and GAAP. This includes account analysis, budget-to-actual reports for each company and consolidated reports. o Prepare monthly reports to investors including financial statements, variance analysis and IRR. o Reconcile intercompany transactions. o Assist CFO in managing cash flow and forecasting. o Prepare, analyze and audit bank construction draws and record activity. o Insurance audits (workers comp, general liability and builder’s risk)o Supervise senior accountant and accounts payable clerk. • Accomplishments: o Improved month-end closings. Created templates for financial reports and work papers. Reduced month end close time by 50%. o Converted sales databases to Excel tables and created pivot tables. This reduced the amount of time it takes to create monthly reports from 20 days to 10 days. o Developed procedures for Land Development and House Line draw requests. This resulted in discovering overpayments to subcontractors totalling $11,000. o Reviewed cash accounts. Determined which accounts could be consolidated. This saves bank fees, reduces reconciling time and simplifies cash flow analysis.

Provide Senior Management with financial reports and information vital to the decision making process for entities, while overseeing all accounting functions within the office.• Operations include: Insurance brokerage, restaurant, residential and commercial property management, construction, charitable foundation and high net-worth family.• Direct supervise bookkeeper and supervise financial functions in other departments.• Provide Senior Management of each corporation with financial reports from QuickBooks, Excel and Agency Management software. These reports evolve to address the changing needs of each entity. o Developed cash projection reports for projecting and reporting cash flow. o Created and implemented procedures for auditing commission revenues. o Created and managed budgets for insurance brokerage and rental properties. o Research and analyze new project finances and financing. o Maintain a summary of debt obligations and monitor credit.• Participate in Senior Management meetings and discussions to provide real time financial analysis and insight.• For each corporate entity, supervise all functions of accounts receivable, accounts payable, bank reconciliations, payroll and general accounting processes.• Supervise family revenue, expenses and taxes for high net-worth family. Provided reporting on investments, insurance, tax planning, expense monitoring and credit positions.

Set-up real estate tax billing and collection office. Developed policies and procedures. Billed and collected taxes for township, county and school district.

Responsible for supervising a team of auditors on financial audits of local governments and non-profits.Assisted in the review and development of audit procedures to provide assurance of compliance with recent accounting pronouncements and grant requirements.Compiled and reviewed financial statements.Prepared individual and corporate tax returns.

Responsible for general ledger, payroll and budget. Supervised billing and collection. Developed standardized purchasing and budgetary reporting systems.

Responsible for supervising financial audits of local governments and non-profits.Compiled and reviewed financial statements.Prepared individual and corporate tax returns.Assisted in the development of Finance Officer's Forum - a discussion group for government finance professionals.