Karli Mcintyre, Cpa Email and Phone Number
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As a Training Content Specialist at Your Part-Time Controller, LLC, I leverage my communication acumen, leadership, and curiosity to elevate connections both within and outside of the non-profit accounting realm. I create and deliver engaging and effective training materials and programs for our clients and staff, using various platforms and tools, such as PowerPoint, Zoom, On24 and LCvista. I also collaborate with other content specialists, managers, and subject matter experts to ensure the quality and relevance of our training offerings.My appreciation for accounting and tax stems from my educational background and previous work experience. I hold a Master of Taxation degree from the University of San Diego School of Business, where I gained in-depth knowledge and skills in tax law and taxation. Prior to joining YPTC, I worked as a Group Accounting Manager at Jitasa, where alongside another Manager I led a team of 25 employees and managed over $1M in client revenue for over 80 different non-profits. I was also a Tax Senior at EY, where I prepared, reviewed, and e-filed complex tax forms for various clients, and analyzed large financial data sets using Excel and Power BI. I have multiple certifications, including Lean Six Sigma White Belt and EY Digital Age Teaming - Inclusive Intelligence.
Your Part-Time Controller, Llc
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Training Content SpecialistYour Part-Time Controller, Llc Apr 2023 - PresentRemote- Develop internal and external training programs and learning materials using a variety of learning methodologies designed for in-person and web-based delivery modalities, integrating adult learning theory and creativity into all design elements.- Participate in the program analysis and design process by assisting with needs assessments, researching and validating technical content, and creating supporting design documents including story boards, mock-ups, and proposals.- Collaborate interdepartmentally within YPTC to build strong partnerships and collaborative stakeholder relationships with staff.- Manage YPTC's national webinar series, which covers a broad variety of topics within the nonprofit industry and averages 300 participants each webinar.
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Group Accounting ManagerJitasa Jul 2021 - Oct 2022- Directly involved in leadership of new team, stewarding growth from zero employees and revenue managed into a team of 25 employees and over $1M in client revenue managed in under one year. - Managed effectiveness of team progress within each client’s month close process; analyzed and reviewed project (books) quality to ensure target deliverables were accurate and timely for over eighty different non-profits. - Collaborated with asynchronous workforce associates in Sarajevo, Bosnia; Bangkok, Thailand; Cebu, Philippines; and San Jose, Costa Rica, and traveled to Costa Rica for three months to assist with team and trust building. - Served as a direct support point for client escalations, including assisting in complex new client onboardings and unique client terminations and meeting weekly with clients to advise on the month close progress and financial reporting. - Successfully supported over five clients through the complete audit process, including preparation and communication with auditors. - Oversaw transactional activities such as accounts payable, accounts receivable (revenue recognition and billing), payroll, along with general accounting, reconciliations, month-end close, and maintaining workpapers.- Supported team and clients in grant management, including review and analysis of grant documentation, tracking in accounting software and revenue recognition to assist in reporting to funders. - Assisted tax team in preparation and review of Form 990.- Collaborated with fellow management and executive team to employ strategic decision-making consisting of target metrics: Revenue under Management, Client Retention and satisfaction. - Assisted with new team member interview, hiring and training, approved employee time off, employee onboarding and termination, and supported career development and reviews. -
Tax SeniorEy Sep 2018 - Jul 2021San Diego, California- Prepared, reviewed, and e-filed complex Form 990, 990-T, 990-EZ and 990-N in accordance to conflicting client deadlines. - Worked in teams under intense pressure to forge and maintain successful client relationships while exceeding deliverable service and expectations.- Reviewed large financial data sets using Excel and Power BI and bridged multiple software in order to automate financial and tax-related reporting.- Analyzed client activities and investments for unrelated business income for reporting on Form 990-T, including preparing and reviewing the necessary foreign reporting requirements (Forms 926, 8865, 5471). - Lead internal research efforts to collect and analyze meaningful feedback from other staff and senior team members in order to improve functionality and collaboration of our teams.- Performed due diligence related to IRS, GAAP, and HIPAA rules and regulations.- Involved in emerging software testing, staff coaching and mentoring, and new staff training and learning sessions for our new staff in the US and co-sourced team in Buenos Aires, Argentina. -
Graduate AssistantUniversity Of San Diego School Of Business Aug 2017 - May 2018Greater San Diego Area- Assisted professor for two semesters with implementation and grading of large accounting cycle project for her Intermediate Accounting class. - Performed administrative tasks, including filing and test/quiz grading. - Facilitated weekly open tutoring hours for students to pose questions regarding the project as well as other general topics related to their curriculum. - Served as substitute and taught a class lesson to the students. -
Saluki Peer Mentor, Academic Coach, And TutorSouthern Illinois University, Carbondale Aug 2014 - May 2017Southern Illinois University- Served as resource to freshmen students, successfully alleviating the freshmen student adjustment process, serving as an academic tutor and coach, and collaborating with a professor in the University College 101B (Business) course. - Held one-on-one tutoring sessions with 8-12 marginally admitted students on a weekly basis to aid in various Math, English, and Psychology courses, while directing them to campus resources necessary for a successful education. - Hosted a bi-weekly Math 101 study table. -
Tax InternMueller Prost Jan 2016 - Apr 2016Greater St. Louis Area- Prepared over 200 different tax returns, including partnership, corporate, individual, and trusts. - Worked in harmony with teams to undertake large volumes of work against tight deadlines.
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Marketing InternIntalere Jun 2014 - Aug 2014Greater St. Louis Area- Cleaned and analyzed a large Customer Resource Management database that entailed cold calling. - Created and presented a mock campaign targeting healthcare client solutions, using research respective to our particular majors.
Karli Mcintyre, Cpa Skills
Karli Mcintyre, Cpa Education Details
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Tax Law/Taxation
Frequently Asked Questions about Karli Mcintyre, Cpa
What company does Karli Mcintyre, Cpa work for?
Karli Mcintyre, Cpa works for Your Part-Time Controller, Llc
What is Karli Mcintyre, Cpa's role at the current company?
Karli Mcintyre, Cpa's current role is Training Content Specialist @ YPTC | Inclusive Intelligence, Connector.
What is Karli Mcintyre, Cpa's email address?
Karli Mcintyre, Cpa's email address is km****@****ost.com
What is Karli Mcintyre, Cpa's direct phone number?
Karli Mcintyre, Cpa's direct phone number is +131486*****
What schools did Karli Mcintyre, Cpa attend?
Karli Mcintyre, Cpa attended University Of San Diego School Of Business, Southern Illinois University, Carbondale.
What are some of Karli Mcintyre, Cpa's interests?
Karli Mcintyre, Cpa has interest in Economic Empowerment, Education, Environment, Science And Technology, Animal Welfare, Health.
What skills is Karli Mcintyre, Cpa known for?
Karli Mcintyre, Cpa has skills like Microsoft Office, Teamwork, Time Management, Social Networking, Mathematics, Organization Skills, Data Entry, Social Media.
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