Louis Middlesworth, M.S. Email & Phone Number

Philadelphia, Pennsylvania, United States

• Conduct detailed financial analysis to support strategic decision-making and drive business performance.
• Develop and manage comprehensive financial models for forecasting, budgeting, and long-term planning.
• Prepare and analyze monthly, quarterly, and annual financial reports, identifying key trends and variances.
• Collaborate with cross-functional teams to create and monitor budgets, ensuring alignment with organizational goals.
• Develop and present financial performance reports to executive leadership, offering actionable recommendations.
• Implement internal controls and process improvements to enhance financial reporting and analysis accuracy and efficiency.

Pennsauken, New Jersey, United States

• Collaborate with individual and corporate clients to accurately report investment and business incomes and ensure compliance with tax regulations.
• Assist in conducting comprehensive audits and reconciliations of year-end ledgers and bank statements for corporate clients, enhancing financial accuracy and transparency.
• Generate detailed Profit & Loss statements, Income Statements, and Balance Sheets for corporate tax returns, providing critical financial insights.
• Prepare complex business and individual tax returns, optimizing tax outcomes and ensuring adherence to tax regulations.
• Proactively assist clients with all tax notices, effectively mitigating penalties through expert guidance and resolution strategies.
• Implement strategic tax planning initiatives to maximize client savings and optimize financial outcomes.

Greater Philadelphia Area

• Created and managed budgets and transactions for a diverse real estate investment portfolio.
• Assisted the CFO in developing a comprehensive valuation model for the sale of a real estate portfolio.
• Prepared detailed P&L statements, balance sheets, ledgers, and cash flow statements for all affiliated companies.
• Implemented innovative processes to streamline accounting procedures and reduce inefficiencies.
• Conducted in-depth account analysis to resolve complex accounting discrepancies.
• Enhanced financial reporting accuracy by developing and implementing advanced bookkeeping practices.

Master Of Science - Ms, Accounting

Activities and Societies: Alpha Alpha Alpha honor societyI developed a comprehensive suite of technical skills essential for a successful.

Business Administration, Economics, Banking, And Corporate Finance

Activities and Societies: National Society of leadership and success, Economics Society, Investment Association, Beta Gamma Sigma.My.