Joel Kopel Email & Phone Number

Manalapan, Nj

• Prepare year-end income-tax financial statements • Reduce tax liability by identifying deductible expenses• Assist with quarterly income tax compliance • Payroll tax compliance • Help prepare 1099/1096 reports

Ny, Ny

• Reduce future buyout liability by negotiating partnership contract • Develop monthly financial statements to analyze and review actual vs. historical variances • Oversee all accounting functions including accounts payable, monthly closings, general ledger, payroll, bank rec’s and annual tax preparation • Monitor accounts receivable to ensure timely collections • Set up Paychex payroll to reduce costs

Ny, Ny

• Prepare financial statements and cash flow forecasts to assess cash requirements • Eliminated “going concern clause”• Oversee accounting functions including general ledger, bank rec’s and annual audit/insurance/tax compliance • Identify various cost savings to reduce overhead • Reduced current overhead by negotiating with major vendor to defer payment• Reduce payroll costs through audit investigation • Design budget process and procedures • Assist with grant compliance

Stamford, Ct

• Develop monthly financial statements to analyze and review actual vs. historical variances • Prepare year-end tax-ready financial statements• Oversee all accounting functions including accounts payable, monthly closings, general ledger, payroll, bank rec’s and annual tax preparation • Prepare billing and monitor accounts receivable to ensure timely collections• Establish company in multiple state jurisdictions for tax compliance purposes• Identify various cost savings to reduce overhead

Boston, Ma

• Create monthly financial statements and reconstruct chart of accounts within Quickbooks• Oversee all accounting functions including accounts payable, monthly closings, general ledger, bank rec’s and annual audit/tax compliance• Prepare and submit monthly billing and monitor accounts receivable to ensure timely collections• Perform sales tax compliance for various state jurisdictions including preparing quarterly tax filings• Institute weekly cash reporting• Negotiate phone savings of $3k per year

Ny, Ny

• Developed monthly financial statements to analyze and review actual vs. budget variances• Executed audit compliance and reduce outside financial expense by $76k by minimizing external audit work. Prepare audit/tax schedules• Initiated cash management sweep account to increase interest income by $31k (53%) in first year• Supervised and reviewed work of accountant responsible for A/R, A/P and bank reconciliations• Coordinated office space administration including landlord/ tenant negotiations to reduce annual rent expense by $12k (17%)• Lead financial statement conversion with no system downtime• Recommended and administer 401K and Cafeteria plans to increase employee morale at negligible cost