Khalid Muhammad Email & Phone Number

Bridgeport, Ct, Us

On time and on budget, I work with businesses to create new products, services or systems in three primary categories of business:• Human Capital Management (including motivating, coaching & payroll)• Cash Management (including financial analysis, accounting & funding)• Public Relationships (including sales, marketing & social media)

1375 Madison Avenue Bridgeport, Ct 06610

RESPONSIBILITIES/DUTIES:Prepare monthly financial statements, reports and records by collecting, analyzing and summarizing account information.Responsible for general ledger.Fixed asset processing and reporting.Maintain bank accounts by requesting disbursements.Monitor reserve accounts and short-term fund investments.Review bank statements.Research and reconcile all discrepancies.Auditing and verifying documents.Following internal controls.Completing data backups.Financial and profitability analysis on a requested basis.SUPERVISORY DUTIES:Interviewing, hiring orienting and training employees.Planning, assigning, and directing work.Coaching and appraising performance.Rewarding and disciplining employees.Addressing complaints and resolving problems.

The class instructs on basic concepts, such as claiming dependents, what’s on the 1040 tax form, different filing statuses, types of income, common credits and deductions, and how to deal with capital gains tax and self-employment income.Once you’ve mastered these items, you’ll learn about more complicated subjects like depreciation, rental income, retirement income, and advance tax payments. You’ll also learn how to do more complicated returns, such as amended returns.Depending on how the class is structured, you may have several smaller tests and quizzes, but the ultimate goal is the big test at the end. If you get a good enough grade on that test, you are then permitted to interview for a position with H&R Block.

1. Oversees all accounting functions: budgeting, cost accounting, general accounting, accountsreceivable, accounts payable, and payroll.2. Recommends to management major economic objections and policies.3. Assists in financial planning and forecasting.4. Reviews cash flow of the Center and makes adjustments as needed to ensure adequate cashavailability for normal business operations.5. Maintains fee collection system.6. Trouble-shoots the accounting sub-systems and financial software problems to remove blockagesand facilitate the flow of information and services within the corporation.7. Develops custom reports for management as needed.8. Reviews and analyzes Financial Statements for accuracy and variances in conjunction with theFinance Director.9. Prepares, or directs the preparation of, corporate tax returns and all other reports required byregulatory agencies.10. Understands the legal reporting requirements of state and local offices to meet auditing and fiscalrequirements set forth by law.11. Understands the tenants of quality and maintains strict control over the processes and proceduresdeveloped, maintained, and used by the Accounting, MIS, and Personnel staff.12. Performs other job duties as assigned

• Provided metrics, business policies & procedures, staff coaching and organizational structure that helped executives to make informed strategic decisions in a research & development environment, evolving into a revenue generating environment.• Responsible for all company finances and the organization of 4 separate project plans and insuring they were properly executed.• Using excel as a platform for providing metrics, breakeven analysis, ledger reporting, bank reconciliations, trial balances and GAAP financial statements with the expert use of Microsoft Excel. Recording transactions, managing inventory and generating financial reports with the use of QuickBooks.• Drafting and interpreting contracts for purchase orders, distribution & brand management etc. to insure the contract was in line with the company financial strategy. Insuring proper administrative procedures throughout the company. Drafting business communications with the expert use of Microsoft Word.• Provided interpretation of company records. Coached & Supervised HR staff on proper procedures to insure accuracy of all human capital record keeping and procedures.• Responsible for overseeing all purchase decisions including proper organization of receivables, amortization and depreciation. Insuring proper use of grants and loans. Assisting in financial forecasting and pro forma statements.• Successfully organized a system and help coached all staff to become assets of the company and encouraged business think throughout the culture. Assisted in recruiting new staff and retaining current staff.

• 50% call to appointment ratio and 50% appointment to close• Developed a 12 man team of sales representatives through recruiting and coaching through outbound talent acquisitions.• Successfully completed twenty hour Connecticut Insurance producer exam requirement. • Responsible for developing a sizable business by recruiting and training new representatives. • Conduct public speaking engagements, mailings, social networking, cold calls and made significant connections with business leaders through knowledgeable and effective business practices. • Meet with prospective clients and recruits using a detailed presentation one on one or in a group setting.• Attain referrals for prospective clients and representatives and close sales through utilizing strong leadership and management of delivering and managing insurance claims for clients.• Responsible for building a strong team of representative that meet with clients and develop a detailed plan for the clients financial future.• Analysis of personal finance reports to create a strategic plan for wealth management

• 90% call to appointment and 75% appointment to contract• Average 5 initial appointments per day and 2 coaching/showing appointments through outbound sales• Licensed as a real estate salesperson, performing brokerage activities• Consulted with clients for the sell and purchase of real estate. • Negotiated for the buying and selling price of the homes as a fiduciary responsibility to the client.• Performed independent audits and generated price opinions and broker appraisals for homes prior to full appraisal with Microsoft Excel.• Networked to find new real estate agents for the broker to see and possibly mentor.• Organized a team for maximum productivity and organized positions for several agents.

• Licensed as a real estate salesperson, performing brokerage activities• Consulted with clients for the sell and purchase of real estate. • Negotiated for the buying and selling price of the homes as a fiduciary responsibility to the client.• Performed independent audits and generated price opinions homes prior to full appraisal.

• Ensured safety of approximately 300 students by maintaining a detailed log of activities and visitors.• Assumed receptionist duties, greeted public and referred them to appropriate staff members, answered phones, re-route calls and took messages.• Oversaw database management for quality assurance.• Developed and maintain agency inventory system.• Distributed incoming mail and prepare outgoing mail including bulk mail.• Maintained front desk area and kept it clean and free from clutter to enhance work efficiency.• Typed and word processed documents as needed.• Maintained appropriate interpersonal relationships with employees and peers.

• Assisted staff with administrative duties as requested, including internal and external audits.• Cooperated in the maintenance and/or modification of agency data collection system.• Dissemination of monthly budget reports and supporting documentation.• Assisted with completion of necessary statistical & financial reports as requested.• Ordered office supplies and monitor inventory.• Updated and maintained mailing lists.• Produced mailing labels and reports as requested.• Assisted with various program operations as requested as responsibilities permit.

• Responsible for oversight of activities of enlisted personnel. • Directed teams as small as 3 individuals and as large as 10 in combat operations and communications.• Responsible for scanning, sequencing and organizing mass amounts of data and intelligence.• Collaboratively gathered intelligence, controlled the ship and the combat systems aboard. • Maintained and taught strong work ethics and leadership training to petty officers in training.

Organizing and distributing budgets Creating Excel Spreadsheets for insurance information for employeesOffice work including filing, word processing, copies and faxing

Master Of Business Administration (M.B.A.), Project Management

Post University Master of Business Administration. Anticipated Graduation Date: May 2014 Relevant coursework: Economic foundations.

Bachelor'S Degree, Finance And Financial Management Services

Activities and Societies: Dean's List, President's ListBachelor of Science in Finance May 2012 Relevant coursework: Treasury management.

Associate'S Degree, Accounting

Quickbooks Online Proadvisor Certification

75% of QuickBooks Online users say working with an online accountant makes their businesses run better.

Professional Income Tax Preparation, Tax Preparation

Integrated Nlp (Neuro Linguistic Programming) Practioner

Certificate Of Completion, Real Estate Salesperson

Coursework: Principles and Practices of Real Estate, 60 hour license course

Xero Pro Advisor, Accounting Software

Annual Federal Tax Refresher