Joseph Forman Email & Phone Number

Signal Hill, CA, US

Falls Church, VA, US

• Manage complex customer billings for aerospace contracts, ensuring accuracy and compliance with FAR/DFARS regulations.
• Reconcile accounts receivable, conduct unbilled analysis, and support cash flow improvements.
• Facilitate the contract closeout process by preparing final invoices, coordinating with internal teams and customers, and ensuring all financial and contractual requirements are met.
• Assist in the preparation of financial reports and provide audit support, including DCAA audits, ensuring adherence to GAAP and corporate policies.
• Identify and implement process improvements within the billing and closeout functions, contributing to departmental efficiency.

Provide financial services to small businesses, including bookkeeping clean-up, reconciliation of bank/credit card accounts, management of accounts payable/receivable, payroll processing, data entry/reconciliation of general ledger, financial reporting, monthly closing, fiscal year-end support, and QuickBooks training/assistance.

Provide comprehensive bookkeeping and accounting services to an employment law attorney. Services encompass financial record-keeping, transaction recording, account reconciliation, financial statement preparation, payroll management, accounts payable, and accounts receivable.

• Served in a 6-month plus interim Accounting Manager role at a skilled nursing facility with 275+ employees.
• Oversaw the facility's financial operations, including accounts payable, accounts receivable, and payroll.
• Preparing and presenting financial reports, such as balance sheets, income statements, and cash flow statements.
• Ensuring the facility complies with financial regulations and reporting requirements.
• Reconciling accounts, and ensuring that all financial transactions are properly recorded and reported.
• Collaborating with other departments, including nursing and medical staff, to ensure the facility operates efficiently and effectively.

As the investor/owner of a retail store in Kalamazoo, Michigan, I successfully offered a diverse range of products, including grocery items, hardware, beer/wine, and liquor. With my leadership, the store achieved annual sales of $1.1 million and employed 8-10 part-time/full-time staff.

Falls Church, VA, US

• Essential Functions:
• Prepare, review, and submit complex customer billings.
• Miscellaneous accounts receivable reporting and resolution of payment issues.
• Complete analysis of unbilled balances.
• Support monthly cash collection and forecasting goals.
• Interface with internal and external customers.

Louisville, KY, US

Assisted the CFO in managing the fiscal services department, covering policy development, interpretation, coordination, and administration for finance, accounting, insurance, financial/accounting systems, internal controls, and auditing. Maintained reports/records, collected statistical data for admin/regulatory purposes. Coordinated functions of.

Chicago, IL, US

• Ensure compliance with state and local sales/use tax regulations by calculating, reporting, and paying taxes on all transactions.
• Review sales to determine tax liability and file returns accurately and on time.
• Monitor changes in sales/use tax laws and assist with audits.
• Maintain records and documentation of tax transactions.
• Stay informed of new laws/regulations and advise management.
• Respond to inquiries from tax authorities and collaborate with teams to resolve issues.

Chicago, Illinois, US

• Oversaw the financial and operational aspects of the school, prioritizing compliance with regulations and optimizing financial operations.
• Managed the school budget, ensuring accurate record-keeping and reporting and identifying areas for expense improvement.
• Managed the accounts payable, accounts receivable, and payroll processes.
• Contributed to the annual giving program and managed purchasing and supply management functions.
• Oversaw maintenance of the school's facilities, including buildings and grounds.

Bachelor Of Science In Accounting

Associate Of Arts In Business Fundamentals